From 5689bc1039047e7d82ffa1ac6f723f147405728e Mon Sep 17 00:00:00 2001 From: Odoo Translation Bot Date: Sun, 21 Jan 2024 00:40:53 +0100 Subject: [PATCH] [I18N] Update translation terms from Transifex --- locale/ar/LC_MESSAGES/administration.po | 377 +- locale/ar/LC_MESSAGES/finance.po | 6195 +++++++++++----- locale/ar/LC_MESSAGES/inventory_and_mrp.po | 3255 +++++--- locale/ar/LC_MESSAGES/sales.po | 4293 ++++++++--- locale/ar/LC_MESSAGES/websites.po | 541 +- locale/de/LC_MESSAGES/administration.po | 383 +- locale/de/LC_MESSAGES/finance.po | 6054 +++++++++------ locale/de/LC_MESSAGES/inventory_and_mrp.po | 3449 ++++++--- locale/de/LC_MESSAGES/sales.po | 4869 ++++++++---- locale/de/LC_MESSAGES/services.po | 10 +- locale/de/LC_MESSAGES/websites.po | 549 +- locale/es/LC_MESSAGES/administration.po | 418 +- locale/es/LC_MESSAGES/finance.po | 6067 +++++++++------ locale/es/LC_MESSAGES/inventory_and_mrp.po | 3805 ++++++---- locale/es/LC_MESSAGES/productivity.po | 49 +- locale/es/LC_MESSAGES/sales.po | 4919 ++++++++---- locale/es/LC_MESSAGES/services.po | 10 +- locale/es/LC_MESSAGES/websites.po | 570 +- locale/fr/LC_MESSAGES/administration.po | 397 +- locale/fr/LC_MESSAGES/finance.po | 6070 +++++++++------ locale/fr/LC_MESSAGES/inventory_and_mrp.po | 3461 ++++++--- locale/fr/LC_MESSAGES/sales.po | 4851 ++++++++---- locale/fr/LC_MESSAGES/services.po | 10 +- locale/fr/LC_MESSAGES/websites.po | 549 +- locale/he/LC_MESSAGES/finance.po | 5441 ++++++++++---- locale/he/LC_MESSAGES/inventory_and_mrp.po | 3248 +++++--- locale/he/LC_MESSAGES/productivity.po | 46 +- locale/he/LC_MESSAGES/sales.po | 4299 ++++++++--- locale/id/LC_MESSAGES/administration.po | 381 +- locale/id/LC_MESSAGES/applications.po | 8 +- locale/id/LC_MESSAGES/finance.po | 5441 ++++++++++---- locale/id/LC_MESSAGES/inventory_and_mrp.po | 3248 +++++--- locale/id/LC_MESSAGES/sales.po | 4302 ++++++++--- locale/it/LC_MESSAGES/finance.po | 5443 ++++++++++---- locale/it/LC_MESSAGES/inventory_and_mrp.po | 3248 +++++--- locale/it/LC_MESSAGES/sales.po | 4308 ++++++++--- locale/ja/LC_MESSAGES/finance.po | 6558 +++++++++++----- locale/ja/LC_MESSAGES/inventory_and_mrp.po | 3248 +++++--- locale/ja/LC_MESSAGES/sales.po | 4302 ++++++++--- locale/ja/LC_MESSAGES/websites.po | 547 +- locale/ko/LC_MESSAGES/administration.po | 435 +- locale/ko/LC_MESSAGES/finance.po | 6590 +++++++++++------ locale/ko/LC_MESSAGES/inventory_and_mrp.po | 4195 +++++++---- locale/ko/LC_MESSAGES/productivity.po | 75 +- locale/ko/LC_MESSAGES/sales.po | 4369 ++++++++--- locale/ko/LC_MESSAGES/services.po | 9 +- locale/ko/LC_MESSAGES/websites.po | 556 +- locale/nl/LC_MESSAGES/administration.po | 373 +- locale/nl/LC_MESSAGES/finance.po | 5449 ++++++++++---- locale/nl/LC_MESSAGES/inventory_and_mrp.po | 3256 +++++--- locale/nl/LC_MESSAGES/sales.po | 4365 ++++++++--- locale/nl/LC_MESSAGES/services.po | 10 +- locale/pl/LC_MESSAGES/finance.po | 5441 ++++++++++---- locale/pl/LC_MESSAGES/inventory_and_mrp.po | 3246 +++++--- locale/pl/LC_MESSAGES/sales.po | 4294 ++++++++--- locale/pt_BR/LC_MESSAGES/administration.po | 2087 +++++- locale/pt_BR/LC_MESSAGES/finance.po | 5502 +++++++++----- locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po | 3296 ++++++--- locale/pt_BR/LC_MESSAGES/marketing.po | 493 +- locale/pt_BR/LC_MESSAGES/productivity.po | 48 +- locale/pt_BR/LC_MESSAGES/sales.po | 4904 ++++++++---- locale/pt_BR/LC_MESSAGES/services.po | 10 +- locale/pt_BR/LC_MESSAGES/websites.po | 571 +- locale/ro/LC_MESSAGES/administration.po | 380 +- locale/ro/LC_MESSAGES/finance.po | 5804 ++++++++++----- locale/ro/LC_MESSAGES/inventory_and_mrp.po | 3419 ++++++--- locale/ro/LC_MESSAGES/sales.po | 4782 ++++++++---- locale/ro/LC_MESSAGES/websites.po | 541 +- locale/sl/LC_MESSAGES/administration.po | 373 +- locale/sl/LC_MESSAGES/finance.po | 5443 ++++++++++---- locale/sl/LC_MESSAGES/inventory_and_mrp.po | 3251 +++++--- locale/sl/LC_MESSAGES/productivity.po | 46 +- locale/uk/LC_MESSAGES/finance.po | 5478 +++++++++----- locale/uk/LC_MESSAGES/inventory_and_mrp.po | 3290 +++++--- locale/uk/LC_MESSAGES/sales.po | 4372 ++++++++--- locale/uk/LC_MESSAGES/websites.po | 539 +- locale/vi/LC_MESSAGES/finance.po | 5441 ++++++++++---- locale/vi/LC_MESSAGES/inventory_and_mrp.po | 3248 +++++--- locale/vi/LC_MESSAGES/sales.po | 4294 ++++++++--- locale/zh_CN/LC_MESSAGES/administration.po | 541 +- locale/zh_CN/LC_MESSAGES/finance.po | 5764 +++++++++----- locale/zh_CN/LC_MESSAGES/general.po | 833 ++- locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po | 3385 ++++++--- locale/zh_CN/LC_MESSAGES/marketing.po | 4 +- locale/zh_CN/LC_MESSAGES/productivity.po | 46 +- locale/zh_CN/LC_MESSAGES/sales.po | 4589 +++++++++--- locale/zh_CN/LC_MESSAGES/services.po | 9 +- locale/zh_CN/LC_MESSAGES/websites.po | 539 +- locale/zh_TW/LC_MESSAGES/finance.po | 5441 ++++++++++---- locale/zh_TW/LC_MESSAGES/inventory_and_mrp.po | 3248 +++++--- locale/zh_TW/LC_MESSAGES/productivity.po | 46 +- locale/zh_TW/LC_MESSAGES/sales.po | 4291 ++++++++--- locale/zh_TW/LC_MESSAGES/websites.po | 539 +- 93 files changed, 181009 insertions(+), 73760 deletions(-) diff --git a/locale/ar/LC_MESSAGES/administration.po b/locale/ar/LC_MESSAGES/administration.po index 2ac1b9d28..6d69fc3f9 100644 --- a/locale/ar/LC_MESSAGES/administration.po +++ b/locale/ar/LC_MESSAGES/administration.po @@ -7,16 +7,16 @@ # Farid Fox, 2023 # Hassan Najm , 2023 # Wil Odoo, 2023 -# Malaz Abuidris , 2023 +# Malaz Abuidris , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" -"Last-Translator: Malaz Abuidris , 2023\n" +"Last-Translator: Malaz Abuidris , 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1358,6 +1358,105 @@ msgid "" "messages `." msgstr "" +#: ../../content/administration/install/geo_ip.rst:3 +msgid "Geo IP" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:6 +msgid "This documentation only applies to On-premise databases." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:9 +msgid "Installation" +msgstr "التثبيت " + +#: ../../content/administration/install/geo_ip.rst:11 +msgid "" +"Download both the GeoLite2 City and Country `databases " +"`_. You should end up with " +"two files called :file:`GeoLite2-City.mmdb` and " +":file:`GeoLite2-Country.mmdb`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:15 +msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:22 +msgid "Restart the server" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:25 +msgid "" +"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," +" use the :option:`--geoip-city-db ` and " +":option:`--geoip-country-db ` options of the " +"Odoo command line interface. These options take the absolute path to the " +"GeoIP database file and use it as the GeoIP database. For example:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:36 +msgid ":doc:`CLI documentation `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:39 +msgid "Test GeoIP geolocation in your Odoo website" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:41 +msgid "" +"Edit a web page to include some geo-ip information such as the country name " +"of the current request IP address. To do so:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:44 +msgid "Go to your website. Open the web page that you want to test ``GeoIP``." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:45 +msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:46 +msgid "Add the following piece of XML in the page :" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:52 +msgid "Save and refresh the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:54 +msgid "" +"Geo-ip is working if you read your country name displayed in bold in the " +"middle of the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:56 +msgid "" +"In case you read \"**geoip failure**\" instead then the geolocalization " +"failed. The common causes are:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:58 +msgid "" +"The browsing IP address is the localhost (``127.0.0.1``) or a local area " +"network one. If you don't know, you can access your website using mobile " +"data." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:60 +msgid "" +"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " +"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:62 +msgid "" +"The GeoIP database is corrupt, missing or unaccessible. In such case a " +"warning was logged in the server logs." +msgstr "" + #: ../../content/administration/install/online.rst:3 msgid "Online" msgstr "عبر الإنترنت " @@ -1383,8 +1482,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 #: ../../content/administration/maintain/supported_versions.rst:29 -#: ../../content/administration/upgrade.rst:92 -#: ../../content/administration/upgrade.rst:309 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "Odoo Online" @@ -2932,8 +3031,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:250 #: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade.rst:122 -#: ../../content/administration/upgrade.rst:320 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "Odoo.sh" @@ -8879,64 +8978,68 @@ msgstr "" #: ../../content/administration/upgrade.rst:42 msgid "" -"If your database contains a **custom module**, you must first upgrade its " -"source code to be compatible with the new version of Odoo **before " -"upgrading**." +"If your database contains custom modules, it cannot be upgraded until a " +"version of your custom modules is available for the target version of Odoo. " +"For customers maintaining their own custom modules, we recommend to " +"parallelize the process by :ref:`requesting an upgraded database " +"` while also :doc:`upgrading the source code " +"of your custom modules `." msgstr "" -#: ../../content/administration/upgrade.rst:49 +#: ../../content/administration/upgrade.rst:50 msgid "Upgrading in a nutshell" msgstr "" -#: ../../content/administration/upgrade.rst:51 +#: ../../content/administration/upgrade.rst:52 msgid "" "Request an upgraded test database (see :ref:`obtaining an upgraded test " "database `)." msgstr "" -#: ../../content/administration/upgrade.rst:54 +#: ../../content/administration/upgrade.rst:55 +msgid "" +"If applicable, upgrade the source code of your custom module to be " +"compatible with the new version of Odoo (see " +":doc:`/developer/howtos/upgrade_custom_db`)." +msgstr "" + +#: ../../content/administration/upgrade.rst:58 msgid "" "Thoroughly test the upgraded database (see :ref:`testing the new version of " "the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:57 +#: ../../content/administration/upgrade.rst:61 msgid "" "Report any issue encountered during the testing to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:60 -msgid "" -"(If applicable) : upgrade the source code of your custom module to be " -"compatible with the new version of Odoo." -msgstr "" - -#: ../../content/administration/upgrade.rst:63 +#: ../../content/administration/upgrade.rst:64 msgid "" "Once all issues are resolved and you are confident that the upgraded " "database can be used as your main database without any issues, plan the " "upgrade of your production database." msgstr "" -#: ../../content/administration/upgrade.rst:66 +#: ../../content/administration/upgrade.rst:67 msgid "" "Request the upgrade for the production database, rendering it unavailable " "for the time it takes to complete the process (see :ref:`upgrading the " "production database `)." msgstr "" -#: ../../content/administration/upgrade.rst:69 +#: ../../content/administration/upgrade.rst:70 msgid "" "Report any issue encountered during the upgrade to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:78 +#: ../../content/administration/upgrade.rst:76 msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:78 msgid "" "The `Upgrade page `_ is the main platform for " "requesting an upgraded database. However, depending on the hosting type, you" @@ -8945,7 +9048,7 @@ msgid "" "`_." msgstr "" -#: ../../content/administration/upgrade.rst:86 +#: ../../content/administration/upgrade.rst:84 msgid "" "The Upgrade platform follows the same `Privacy Policy " "`_ as the other Odoo.com services. Visit the " @@ -8953,13 +9056,13 @@ msgid "" "learn more about how Odoo handles your data and privacy." msgstr "" -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:92 msgid "" "Odoo Online databases can be manually upgraded via the `database manager " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:97 +#: ../../content/administration/upgrade.rst:95 msgid "" "The database manager displays all databases associated with the user's " "account. Databases not on the most recent version of Odoo display an arrow " @@ -8971,23 +9074,23 @@ msgid "" "The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:104 +#: ../../content/administration/upgrade.rst:102 msgid "" "Click the **arrow in a circle** icon to start the upgrade process. In the " "popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:106 +#: ../../content/administration/upgrade.rst:104 msgid "" "The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:107 +#: ../../content/administration/upgrade.rst:105 msgid "" "The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:108 +#: ../../content/administration/upgrade.rst:106 msgid "" "The :guilabel:`Purpose` of the upgrade, which is automatically set to " ":guilabel:`Test` for your first upgrade request" @@ -8997,7 +9100,7 @@ msgstr "" msgid "The \"Upgrade your database\" popup." msgstr "" -#: ../../content/administration/upgrade.rst:114 +#: ../../content/administration/upgrade.rst:112 msgid "" "The :guilabel:`Upgrade in progress` tag is displayed next to the database " "name until completion. Once the process succeeds, an email containing a link" @@ -9010,7 +9113,7 @@ msgstr "" msgid "Clicking the menu arrow displays the upgraded test database." msgstr "" -#: ../../content/administration/upgrade.rst:124 +#: ../../content/administration/upgrade.rst:122 msgid "" "Odoo.sh is integrated with the upgrade platform to simplify the upgrade " "process." @@ -9020,13 +9123,13 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "" -#: ../../content/administration/upgrade.rst:129 +#: ../../content/administration/upgrade.rst:127 msgid "" "The **latest production daily automatic backup** is then sent to the " "`upgrade platform `_." msgstr "" -#: ../../content/administration/upgrade.rst:132 +#: ../../content/administration/upgrade.rst:130 msgid "" "Once the upgrade platform is done upgrading the backup and uploading it on " "the branch, it is put in a **special mode**: each time a **commit is " @@ -9037,7 +9140,7 @@ msgid "" "going to :file:`~/logs/upgrade.log`." msgstr "" -#: ../../content/administration/upgrade.rst:140 +#: ../../content/administration/upgrade.rst:138 msgid "" "In databases where custom modules are installed, their source code must be " "up-to-date with the target version of Odoo before the upgrade can be " @@ -9046,58 +9149,72 @@ msgid "" "platform, and the upgrade mode is exited." msgstr "" -#: ../../content/administration/upgrade.rst:152 -#: ../../content/administration/upgrade.rst:344 +#: ../../content/administration/upgrade.rst:143 +msgid "" +"Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more " +"information." +msgstr "" + +#: ../../content/administration/upgrade.rst:145 +#: ../../content/administration/upgrade.rst:341 msgid "On-premise" msgstr "" -#: ../../content/administration/upgrade.rst:154 +#: ../../content/administration/upgrade.rst:147 msgid "" "The standard upgrade process can be initiated by entering the following " "command line on the machine where the database is hosted:" msgstr "" -#: ../../content/administration/upgrade.rst:161 +#: ../../content/administration/upgrade.rst:154 msgid "" "The following command can be used to display the general help and the main " "commands:" msgstr "" -#: ../../content/administration/upgrade.rst:167 +#: ../../content/administration/upgrade.rst:160 msgid "" "An upgraded test database can also be requested via the `Upgrade page " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:171 +#: ../../content/administration/upgrade.rst:164 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. Check out the :doc:`/developer/howtos/upgrade_custom_db` page for" +" more information." +msgstr "" + +#: ../../content/administration/upgrade.rst:169 msgid "" "For security reasons, only the person who submitted the upgrade request can " "download it." msgstr "" -#: ../../content/administration/upgrade.rst:172 +#: ../../content/administration/upgrade.rst:170 msgid "" "For storage reasons, the database's copy is submitted without a filestore to" " the upgrade server. Therefore, the upgraded database does not contain the " "production filestore." msgstr "" -#: ../../content/administration/upgrade.rst:174 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " "as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade.rst:177 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade.rst:179 +#: ../../content/administration/upgrade.rst:177 msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:180 +#: ../../content/administration/upgrade.rst:178 msgid "" "A `filestore` folder containing files extracted from in-database records " "into attachments (if there are any) and new standard Odoo files from the " @@ -9106,13 +9223,13 @@ msgid "" "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade.rst:187 +#: ../../content/administration/upgrade.rst:185 msgid "" "You can request multiple test databases if you wish to test an upgrade more " "than once." msgstr "" -#: ../../content/administration/upgrade.rst:192 +#: ../../content/administration/upgrade.rst:190 msgid "" "When an upgrade request is completed, an upgrade report is attached to the " "successful upgrade email, and it becomes available in the Discuss app for " @@ -9121,171 +9238,171 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:200 +#: ../../content/administration/upgrade.rst:198 msgid "Testing the new version of the database" msgstr "" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:200 msgid "" "It is essential to spend some time testing the upgraded test database to " "ensure that you are not stuck in your day-to-day activities by a change in " "views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade.rst:207 +#: ../../content/administration/upgrade.rst:205 msgid "" "Test databases are neutralized, and some features are disabled to prevent " "them from impacting the production database:" msgstr "" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:208 msgid "Scheduled actions are disabled." msgstr "" -#: ../../content/administration/upgrade.rst:211 +#: ../../content/administration/upgrade.rst:209 msgid "" "Outgoing mail servers are disabled by archiving the existing ones and adding" " a fake one." msgstr "" -#: ../../content/administration/upgrade.rst:212 +#: ../../content/administration/upgrade.rst:210 msgid "" "Payment providers and delivery carriers are reset to the test environment." msgstr "" -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:211 msgid "" "Bank synchronization is disabled. Should you want to test the " "synchronization, contact your bank synchronization provider to get sandbox " "credentials." msgstr "" -#: ../../content/administration/upgrade.rst:216 +#: ../../content/administration/upgrade.rst:214 msgid "" "Testing as many of your business flows as possible is strongly recommended " "to ensure they are working correctly and to get more familiar with the new " "version." msgstr "" -#: ../../content/administration/upgrade.rst:219 +#: ../../content/administration/upgrade.rst:217 msgid "Basic test checklist" msgstr "" -#: ../../content/administration/upgrade.rst:221 +#: ../../content/administration/upgrade.rst:219 msgid "" "Are there views that are deactivated in your test database but active in " "your production database?" msgstr "" -#: ../../content/administration/upgrade.rst:223 +#: ../../content/administration/upgrade.rst:221 msgid "Are your usual views still displayed correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:224 +#: ../../content/administration/upgrade.rst:222 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" -#: ../../content/administration/upgrade.rst:225 +#: ../../content/administration/upgrade.rst:223 msgid "Are your website pages working correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:226 +#: ../../content/administration/upgrade.rst:224 msgid "" "Are you able to create and modify records? (sales orders, invoices, " "purchases, users, contacts, companies, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:226 msgid "Are there any issues with your mail templates?" msgstr "" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:227 msgid "Are there any issues with saved translations?" msgstr "" -#: ../../content/administration/upgrade.rst:230 +#: ../../content/administration/upgrade.rst:228 msgid "Are your search filters still present?" msgstr "" -#: ../../content/administration/upgrade.rst:231 +#: ../../content/administration/upgrade.rst:229 msgid "Can you export your data?" msgstr "" -#: ../../content/administration/upgrade.rst:235 +#: ../../content/administration/upgrade.rst:233 msgid "" "Checking a random product in your product catalog and comparing its test and" " production data to verify everything is the same (product category, selling" " price, cost price, vendor, accounts, routes, etc.)." msgstr "" -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:236 msgid "Buying this product (Purchase app)." msgstr "" -#: ../../content/administration/upgrade.rst:239 +#: ../../content/administration/upgrade.rst:237 msgid "Confirming the reception of this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:238 msgid "" "Checking if the route to receive this product is the same in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:242 +#: ../../content/administration/upgrade.rst:240 msgid "Selling this product (Sales app) to a random customer." msgstr "" -#: ../../content/administration/upgrade.rst:243 +#: ../../content/administration/upgrade.rst:241 msgid "" "Opening your customer database (Contacts app), selecting a customer (or " "company), and checking its data." msgstr "" -#: ../../content/administration/upgrade.rst:245 +#: ../../content/administration/upgrade.rst:243 msgid "Shipping this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:246 +#: ../../content/administration/upgrade.rst:244 msgid "" "Checking if the route to ship this product is the same as in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:248 +#: ../../content/administration/upgrade.rst:246 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:249 +#: ../../content/administration/upgrade.rst:247 msgid "" "Crediting the invoice (issuing a credit note) and checking if it behaves as " "in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:251 +#: ../../content/administration/upgrade.rst:249 msgid "Checking your reports' results (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:250 msgid "" "Randomly checking your taxes, currencies, bank accounts, and fiscal year " "(Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:253 +#: ../../content/administration/upgrade.rst:251 msgid "" "Making an online order (Website apps) from the product selection in your " "shop until the checkout process and checking if everything behaves as in " "your production database." msgstr "" -#: ../../content/administration/upgrade.rst:256 +#: ../../content/administration/upgrade.rst:254 msgid "" "This list is **not** exhaustive. Extend the example to your other apps based" " on your use of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:258 +#: ../../content/administration/upgrade.rst:256 msgid "" "If you face an issue while testing your upgraded test database, you can " "request the assistance of Odoo via the `support page " @@ -9295,7 +9412,7 @@ msgid "" "database." msgstr "" -#: ../../content/administration/upgrade.rst:263 +#: ../../content/administration/upgrade.rst:261 msgid "" "You might encounter significant differences with standard views, features, " "fields, and models during testing. Those changes cannot be reverted on a " @@ -9304,39 +9421,39 @@ msgid "" "module to make it compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:269 +#: ../../content/administration/upgrade.rst:267 msgid "Do not forget to test:" msgstr "" -#: ../../content/administration/upgrade.rst:271 +#: ../../content/administration/upgrade.rst:269 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:272 +#: ../../content/administration/upgrade.rst:270 msgid "" "Workflows between different apps (online sales with eCommerce, converting a " "lead all the way to a sales order, delivery of products, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:274 +#: ../../content/administration/upgrade.rst:272 msgid "Data exports" msgstr "" -#: ../../content/administration/upgrade.rst:275 +#: ../../content/administration/upgrade.rst:273 msgid "Automated actions" msgstr "الإجراءات المؤتمتة " -#: ../../content/administration/upgrade.rst:276 +#: ../../content/administration/upgrade.rst:274 msgid "" "Server actions in the action menu on form views, as well as by selecting " "multiple records on list views" msgstr "" -#: ../../content/administration/upgrade.rst:282 +#: ../../content/administration/upgrade.rst:280 msgid "Upgrading the production database" msgstr "" -#: ../../content/administration/upgrade.rst:284 +#: ../../content/administration/upgrade.rst:282 msgid "" "Once the :ref:`tests ` are completed and you are " "confident that the upgraded database can be used as your main database " @@ -9345,63 +9462,63 @@ msgid "" "`support page `__." msgstr "" -#: ../../content/administration/upgrade.rst:289 +#: ../../content/administration/upgrade.rst:287 msgid "" "Your production database will be unavailable during its upgrade. Therefore, " "we recommend planning the upgrade at a time when the use of the database is " "minimal." msgstr "" -#: ../../content/administration/upgrade.rst:292 +#: ../../content/administration/upgrade.rst:290 msgid "" "As the standard upgrade scripts and your database are constantly evolving, " "it is also recommended to frequently request another upgraded test database " "to ensure that the upgrade process is still successful, especially if it " -"takes a long time to finish. Fully rehearsing the upgrade process the day " -"before upgrading the production database is also recommended." +"takes a long time to finish. **Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended.**" msgstr "" -#: ../../content/administration/upgrade.rst:298 +#: ../../content/administration/upgrade.rst:296 msgid "Going into production without first testing may lead to:" msgstr "" -#: ../../content/administration/upgrade.rst:300 +#: ../../content/administration/upgrade.rst:298 msgid "Users failing to adjust to the changes and new features" msgstr "" -#: ../../content/administration/upgrade.rst:301 +#: ../../content/administration/upgrade.rst:299 msgid "" "Business interruptions (e.g., no longer having the possibility to validate " "an action)" msgstr "" -#: ../../content/administration/upgrade.rst:302 +#: ../../content/administration/upgrade.rst:300 msgid "" "Poor customer experience (e.g., an eCommerce website that does not work " "correctly)" msgstr "" -#: ../../content/administration/upgrade.rst:304 +#: ../../content/administration/upgrade.rst:302 msgid "" "The process of upgrading a production database is similar to upgrading a " "test database with a few exceptions." msgstr "" -#: ../../content/administration/upgrade.rst:311 +#: ../../content/administration/upgrade.rst:309 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "`, except for the purpose option, which must " "be set to :guilabel:`Production` instead of :guilabel:`Test`." msgstr "" -#: ../../content/administration/upgrade.rst:316 +#: ../../content/administration/upgrade.rst:314 msgid "" "Once the upgrade is requested, the database will be unavailable until the " "upgrade is finished. Once the process is completed, it is impossible to " "revert to the previous version." msgstr "" -#: ../../content/administration/upgrade.rst:322 +#: ../../content/administration/upgrade.rst:320 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "` on the :guilabel:`Production` branch." @@ -9411,7 +9528,7 @@ msgstr "" msgid "View from the upgrade tab" msgstr "" -#: ../../content/administration/upgrade.rst:328 +#: ../../content/administration/upgrade.rst:326 msgid "" "The process is **triggered as soon as a new commit is made** on the branch. " "This allows the upgrade process to be synchronized with the deployment of " @@ -9419,7 +9536,7 @@ msgid "" "the upgrade process is triggered immediately." msgstr "" -#: ../../content/administration/upgrade.rst:334 +#: ../../content/administration/upgrade.rst:332 msgid "" "The database is unavailable throughout the process. If anything goes wrong, " "the platform automatically reverts the upgrade, as it would be for a regular" @@ -9427,21 +9544,23 @@ msgid "" "created." msgstr "" -#: ../../content/administration/upgrade.rst:338 +#: ../../content/administration/upgrade.rst:336 msgid "" "The update of your custom modules must be successful to complete the entire " "upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." +":guilabel:`successful` before trying it in production. More information on " +"how to upgrade your custom modules can be found on " +":doc:`/developer/howtos/upgrade_custom_db`." msgstr "" -#: ../../content/administration/upgrade.rst:346 +#: ../../content/administration/upgrade.rst:343 msgid "" "The command to upgrade a database to production is similar to the one of " "upgrading a test database except for the argument `test`, which must be " "replaced by `production`:" msgstr "" -#: ../../content/administration/upgrade.rst:353 +#: ../../content/administration/upgrade.rst:350 msgid "" "An upgraded production database can also be requested via the `Upgrade page " "`_. Once the database is uploaded, any " @@ -9450,7 +9569,7 @@ msgid "" "process." msgstr "" -#: ../../content/administration/upgrade.rst:360 +#: ../../content/administration/upgrade.rst:357 msgid "" "When requesting an upgraded database for production purposes, the copy is " "submitted without a filestore. Therefore, the upgraded database filestore " @@ -9458,7 +9577,7 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:364 +#: ../../content/administration/upgrade.rst:361 msgid "" "In case of an issue with your production database, you can request the " "assistance of Odoo via the `support page " @@ -9466,92 +9585,92 @@ msgid "" "related to the upgrade in production." msgstr "" -#: ../../content/administration/upgrade.rst:372 +#: ../../content/administration/upgrade.rst:369 msgid "Service-level agreement (SLA)" msgstr "" -#: ../../content/administration/upgrade.rst:374 +#: ../../content/administration/upgrade.rst:371 msgid "" "With Odoo Enterprise, upgrading a database to the most recent version of " "Odoo is **free**, including any support required to rectify potential " "discrepancies in the upgraded database." msgstr "" -#: ../../content/administration/upgrade.rst:377 +#: ../../content/administration/upgrade.rst:374 msgid "" "Information about the upgrade services included in the Enterprise Licence is" " available in the :ref:`Odoo Enterprise Subscription Agreement `. " "However, this section clarifies what upgrade services you can expect." msgstr "" -#: ../../content/administration/upgrade.rst:382 +#: ../../content/administration/upgrade.rst:379 msgid "Upgrade services covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:384 +#: ../../content/administration/upgrade.rst:381 msgid "" "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " "self-hosted (On-Premise) can benefit from upgrade services at all times for:" msgstr "" -#: ../../content/administration/upgrade.rst:387 +#: ../../content/administration/upgrade.rst:384 msgid "the upgrade of all **standard applications**;" msgstr "" -#: ../../content/administration/upgrade.rst:388 +#: ../../content/administration/upgrade.rst:385 msgid "" "the upgrade of all **customizations created with the Studio app**, as long " "as Studio is still installed and the respective subscription is still " "active; and" msgstr "" -#: ../../content/administration/upgrade.rst:390 +#: ../../content/administration/upgrade.rst:387 msgid "" "the upgrade of all **developments and customizations covered by a " "maintenance of customizations subscription**." msgstr "" -#: ../../content/administration/upgrade.rst:393 +#: ../../content/administration/upgrade.rst:390 msgid "" "Upgrade services are limited to the technical conversion and adaptation of a" " database (standard modules and data) to make it compatible with the version" " targeted by the upgrade." msgstr "" -#: ../../content/administration/upgrade.rst:397 +#: ../../content/administration/upgrade.rst:394 msgid "Upgrade services not covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:399 +#: ../../content/administration/upgrade.rst:396 msgid "The following upgrade-related services are **not** included:" msgstr "" -#: ../../content/administration/upgrade.rst:401 +#: ../../content/administration/upgrade.rst:398 msgid "" "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" -#: ../../content/administration/upgrade.rst:402 +#: ../../content/administration/upgrade.rst:399 msgid "" "the upgrade of **custom modules created in-house or by third parties**, " "including Odoo partners;" msgstr "" -#: ../../content/administration/upgrade.rst:403 +#: ../../content/administration/upgrade.rst:400 msgid "" "lines of **code added to standard modules**, i.e., customizations created " "outside the Studio app, code entered manually, and :ref:`automated actions " "using Python code `; and" msgstr "" -#: ../../content/administration/upgrade.rst:406 +#: ../../content/administration/upgrade.rst:403 msgid "**training** on using the upgraded version's features and workflows." msgstr "" -#: ../../content/administration/upgrade.rst:409 +#: ../../content/administration/upgrade.rst:406 msgid ":doc:`Odoo.sh documentation `" msgstr "" -#: ../../content/administration/upgrade.rst:410 +#: ../../content/administration/upgrade.rst:407 msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/ar/LC_MESSAGES/finance.po b/locale/ar/LC_MESSAGES/finance.po index b1d48b57b..db33015bc 100644 --- a/locale/ar/LC_MESSAGES/finance.po +++ b/locale/ar/LC_MESSAGES/finance.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Malaz Abuidris , 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" @@ -206,7 +206,9 @@ msgstr "" "الاستاذ العام للشركاء`. " #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "إعداد التقارير " @@ -220,7 +222,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "Financial reports" @@ -423,11 +425,11 @@ msgstr "" "تجديد لنهاية العام. يتم إعداد التقارير عن رصيد الأرباح والخسائر تلقائياً في " "تقرير الميزانية العمومية. " -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "الجهات الائتمانية " -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -437,11 +439,11 @@ msgstr "" ":menuselection:`المحاسبة --> التهيئة --> الإعدادات --> وضع شركات المحاسبة`. " "عندما يكون مفعلاً: " -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "يصبح تسلسل المستند قابلاً للتحرير في كافة المستندات؛ " -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" @@ -449,7 +451,7 @@ msgstr "" "يظهر الحقل :guilabel:`الإجمالي (شامل الضريبة.)` لتسريع الترميز والتحكم به عن" " طريق إنشاء الحساب والضريبة الصحيحين؛ " -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." @@ -457,7 +459,7 @@ msgstr "" ":guilabel:`تاريخ فاتورة العميل` و :guilabel:`تاريخ فاتورة المورّد` تتم " "تعبئتهما بشكل مسبق عند ترميز المعاملة. " -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -632,8 +634,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -644,28 +646,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -1150,13 +1157,10 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" -"قد يكون سبب انقطاع الاتصال هو دعم أودو. في هذه الحال، تواصل مع فريق `الدعم " -"`_ مباشرة باستخدام معرف العميل أو مرجع الخطأ " -"المذكور في الدردشة. " #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 msgid "Migration process for users having installed Odoo before December 2020" @@ -2216,7 +2220,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "تقرير الأرباح/الخسائر غير المُدرَكة للعملة بمجرد أن يتم تعديله. " #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "التسوية البنكية " @@ -3175,10 +3179,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "**الحساب** " @@ -3194,10 +3196,8 @@ msgstr "**تاريخ الاستحقاق** " #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -3206,10 +3206,8 @@ msgstr "**الخصم** " #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -3245,8 +3243,8 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -3264,6 +3262,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -3279,7 +3283,7 @@ msgstr "المبيعات" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -3492,7 +3496,7 @@ msgid ":doc:`payment_terms`" msgstr ":doc:`payment_terms`" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr ":doc:`../payments`" @@ -4193,435 +4197,408 @@ msgstr "الإيرادات المؤجلة " #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" -"**الإيرادات المؤجلة**، أو **الإيرادات غير المكتسبة**، هي مدفوعات مقدمة من " -"قبل العملاء مقابل المنتجات التي لم يتم توصيلها بعد أو الخدمات التي لم يتم " -"تقديمها بعد. " #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -"تمثل هذه المدفوعات **التزاماً** على الشركة التي تتلقاها لأنها لا تزال مدينة " -"لعملائها بهذه المنتجات أو الخدمات. لا يمكن للشركة إنشاء تقرير عنها في **كشف " -"حساب الربح والخسارة** الحالي، أو *كشف حساب الدخل*، حيث سيتم تحصيل المدفوعات " -"فعلياً في المستقبل. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" -"يجب أن يتم تأجيل هذه الإيرادات المستقبلية في الميزانية العمومية للشركة حتى " -"اللحظة الزمنية التي يمكن **الاعتراف بها**، دفعة واحدة أو خلال فترة محددة، في" -" كشف حساب الربح والخسارة. " #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -"على سبيل المثال، فلنفترض أننا نبيع ضماناً ممتداً لمدة خمس سنوات بمبلغ 350 " -"دولار. لقد تلقينا الأموال بالفعل الآن ولكننا لم نكسبها بعد، ولذلك، نقوم " -"بترحيل هذا الدخل الجديد في حساب الإيرادات المؤجلة ونقرر الاعتراف به على أساس" -" سنوي. كل عام، على مدى السنوات الخمس القادمة، سيتم الاعتراف بمبلغ 70 دولار " -"كإيرادات. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -"يتعامل تطبيق المحاسبة لدى أودو مع الإيرادات المؤجلة عن طريق توزيعها في عدة " -"قيود يتم إنشاؤها تلقائياً في *وضع المسودة* ثم يتم ترحيلها بشكل دوري. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -"يتحقق الخادم مرة في اليوم مما إذا كان هناك قيد يجب ترحيله. قد يستغرق الأمر " -"حتى 24 ساعة قبل أن ترى التغيير من *مسودة* إلى *تم الترحيل*. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "المتطلبات " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" -"يجب أن يتم ترحيل تلك المعاملات في **حساب الإيرادات المؤجلة** عوضاً عن حساب " -"الدخل الافتراضي. " #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" -msgstr "قم بتهيئة حساب للإيرادات المؤجلة " +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -"لتهيئة حسابك في **شجرة الحسابات**، اذهب إلى :menuselection:`المحاسبة --> " -"التهيئة --> شجرة الحسابات`، ثم اضغط على زر *إنشاء* وقم بتعبئة الاستمارة. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" -msgstr "تهيئة حساب للإيرادات المؤجلة في تطبيق أودو للمحاسبة " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 -msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -"يجب أن يكون نوع هذا الحساب إما *الالتزامات الجارية* أو *الالتزامات غير " -"الجارية* " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" -msgstr "قم بترحيل الدخل إلى الحساب الصحيح " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "قم بتحديد الحساب في مسودة فاتورة " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -"قم بتحديد الحساب الصحيح لكافة المنتجات التي يجب تأجيل إيراداتها، في مسودة " -"فاتورة. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" -msgstr "تحديد حساب الإيرادات المؤجلة في مسودة فاتورة، في تطبيق أودو للمحاسبة " +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 +msgid "" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" -msgstr "اختر حساب دخل مختلف لمنتجات محددة " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" -"ابدأ بتحرير المنتج ثم اذهب إلى علامة تبويب *المحاسبة* وحدد **حساب الدخل** ثم" -" قم بالحفظ. " #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" -msgstr "قم بتغيير حساب الدخل لمنتج في أودو " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 -msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +msgid "Deferred revenue report" msgstr "" -"يمكن أتمتة عملية إنشاء قيود الإيرادات لتلك المنتجات (ألقِ نظرة على: `أتمتة " -"الإيرادات المؤجلة`_). " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" -msgstr "قم بتغيير حساب عناصر يومية مرحل " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -"للقيام بذلك، قم بفتح دفتر يومية المبيعات عن طريق الذهاب إلى " -":menuselection:`المحاسبة --> المحاسبة --> المبيعات`، واختر عنصر دفتر اليومية" -" الذي ترغب في تعديله، ثم اختر الصحيح. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "تعديل حساب عنصر دفتر يومية تم ترحيله في تطبيق أودو للمحاسبة " +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "قيود الإيرادات المؤجلة " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "إنشاء قيد جديد" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -"تؤدي **قيود الإيرادات المؤجلة** إلى إنشاء كافة قيود اليومية تلقائياً في *وضع" -" المسودة*. ثم يتم ترحيلها واحداً تلو الآخر في الوقت المناسب حتى يتم الاعتراف" -" بالمبلغ الكامل للدخل. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -"لإنشاء قيد جديد، اذهب إلى :menuselection:`المحاسبة --> المحاسبة --> " -"الإيرادات المؤجلة`، ثم اضغط على *إنشاء* وقم بتعبئة الاستمارة. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -"اضغط على **تحديد المشتريات ذات الصلة** لربط عنصر دفتر يومية موجود بهذا القيد" -" الجديد. تتم تعبئة بعض الحقول عندها تلقائياً، ويكون عنصر دفتر اليومية مدرجاً" -" تحت علامة تبويب **المبيعات ذات الصلة**. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" -msgstr "قيد الإيراد المؤجل في تطبيق أودو للمحاسبة " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -"بمجرد الانتهاء، يمكنك الضغط على زر *احتساب الإيرادات* (بجانب زر *تأكيد*) " -"لإنشاء كافة قيم **لوحة الإيرادات**. تُظهِر هذه اللوحة كافة القيود التي سيقوم" -" أودو بترحيها للاعتراف بإيرادك، وبأي تاريخ. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "لوحة الإيرادات في تطبيق أودو للمحاسبة " +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" -msgstr "ما الذي يعنيه \"التناسب الزمني / Prorata Temporis\"؟ " +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." -msgstr "**التناسب الزمني** خاصية مفيدة للاعتراف بإيراداتك بأكبر دقة ممكنة. " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 -msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 +msgid "" +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"مع هذه الخاصية، يتم احتساب أول قيد ئفي لوحة الإيرادات بناءً على الوقت " -"المتبقي في *التاريخ التناسبي* و*تاريخ الاعتراف الأول* عوضاً عن الوقت " -"الافتراضي بين الاعترافات. " #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 -msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 +msgid "" +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" -"على سبيل المثال، إن مبلغ الإيراد الأول في لوحة الإيرادات أعلاه هو 4.22 دولار" -" عوضاً عن 70.00 دولار. وبالتالي، فإن القيد الأخير هو أيضاً أقل ويبلغ مبلغه " -"65.78 دولار. " #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "قيد مؤجل من دفتر يومية المبيعات " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -"يمكنك إنشاء قيد مؤجل من عنصر دفتر يومية محدد في **دفتر يومية المبيعات**. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"للقيام بذلك، قم بفتح دفتر يومية المبيعات عن طريق الذهاب إلى " -":menuselection:`المحاسبة --> المحاسبة --> المبيعات`، ثم قم بتحديد عنصر دفتر " -"اليومية الذي ترغب في تأجيله. تأكد من أنه مُرحّل في الحساب الصحيح (ألقِ نظرة " -"على: `تغيير حساب عنصر يومية مُرحّل`_). " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" -"بعد ذلك، اضغط على زر *إجراء* وقم بتحديد **إنشاء قيد مؤجل**، ثم قم بتعبئة " -"الاستمارة بنفس الطريقة التي تستخدمها لـ `إنشاء قيد جديد`_. " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" -msgstr "قم بإنشاء قيد مؤجل من عنصر دفتر يومية في تطبيق أودو للمحاسبة. " #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "نماذج الإيرادات المؤجلة " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -"يمكنك إنشاء **نماذج الإيرادات المؤجلة* لإنشاء قيود إيراداتك المؤجلة بشكل " -"أسرع. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"لإنشاء نموذج، اذهب إلى :menuselection:`المحاسبة --> التهيئة --> نماذج " -"الإيرادات المؤجلة`، ثم اضغط على زر *إنشاء* وقم بتعبئة الاستمارة بنفس الطريقة" -" التي تقوم بإنشاء قيد جديد بها. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" -"يمكنك أيضاً تحويل إحدى *قيود الإيرادات المؤجلة المؤكدة* إلى نموذج عن طريق " -"فتحه من :menuselection:`المحاسبة --> المحاسبة --> الإيرادات المؤجلة`، ثم " -"الضغط على زر *حفظ النموذج*. " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" -msgstr "تطبيق نموذج الإيراد المؤجل على قيد جديد " #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -"عندما تقوم بإنشاء قيد إيراد مؤجل جديده، قم بكتابة حساب الاعتراف الصحيح في " -"**حساب الإيراد المؤجل**. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -"تظهر الأزرار الجديدة التي تحتوي على كافة النماذج المرتبطة بهذا الحساب في " -"أعلى الاستمارة. يؤدي النقر فوق زر النموذج إلى تعبئة الاستمارة وفقاً لهذا " -"النموذج. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" -msgstr "زر نموذج الإيرادات المؤجلة في تطبيق أودو للمحاسبة " +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" -msgstr "أتمتة الإيرادات المؤجلة " +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" -"عندما تقوم بإنشاء أو تحرير حساب من نوع *الالتزامات الجارية* أو *الالتزامات " -"غير الجارية*، يمكنك تهيئته لتأجيل الإيرادات التي تتم إضافتها إلى الحساب " -"تلقائياً. " #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" -msgstr "لديك ثلاث خيارات لحقل **أتمتة الإيراجات المؤجلة**: " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." -msgstr "**لا:** هذه هي القيمة الافتراضية. لا يحدث شيئ. " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 -msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -"**إنشاء بحالة المسودة:** خعندما يتم ترحيل معاملة في الحساب، يتم إنشاء *قيد " -"إيراد مؤجل* بحالة المسودة، ولكن لا يتم تصديقه. عليك أولاً تعبئة الاستمارة في" -" :menuselection:`المحاسبة --> المحاسبة --> الإيرادات المؤجلة`. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -"**إنشاء وتصديق:** عليك أيضاً تحديد نموذج إيراد مؤجل (ألقِ نظرة على: `نماذج " -"الإيرادات المؤجلة`_). عندما يتم ترحيل معاملة في الحساب، يتم إنشاء *قيد إيراد" -" مؤجل* وتصديقه فوراً. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "أتمتة الإيرادات المؤجلة في حساب في تطبيق أودو للمحاسبة " - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" msgstr "" -"يمكنك على سبيل المثال تحديد هذا الحساب كـ **حساب الدخل** الافتراضي لمنتج ما،" -" لأتمتة مبيعاته بشكل كامل. (ألقِ نظرة على: `اختيار حساب دخل مختلف لمنتجات " -"محددة`_). " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr ":doc:`../get_started/chart_of_accounts`" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 +msgid "" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" -"`أكاديمية أودو: الإيرادات المؤجلة (الاعتراف) `_ " #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" @@ -4786,7 +4763,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4858,48 +4835,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4909,26 +4950,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "أكواد EPC QR " @@ -5143,11 +5372,19 @@ msgstr "**DDP**: تم التوصيل ودفع الجمارك " msgid ":doc:`../reporting/intrastat`" msgstr ":doc:`../reporting/intrastat`" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 msgid "Define an Incoterm" msgstr "حدد شرطاً تجارياً دولياً " -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." @@ -5156,10 +5393,28 @@ msgstr "" " علامة تبويب :guilabel:`المعلومات الأخرى` وحدد :guilabel:`الشرط التجاري`. " #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 +msgid "Incoterm location" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 +msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 msgid "Default Incoterm configuration" msgstr "التهيئة الافتراضية للشروط التجارية الدولية " -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " @@ -6322,6 +6577,7 @@ msgstr "" "--> التهيئة --> الإعدادات --> الفترات المالية` وتحديث القيم. " #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "شجرة الحسابات " @@ -7646,7 +7902,7 @@ msgstr "قم بالإرجاع لاستعادة الـ 10 دولارات. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -7771,11 +8027,12 @@ msgstr "أنواع الحسابات" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "الميزانية العمومية" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "أصول " @@ -7830,12 +8087,12 @@ msgstr "البطاقة الائتمانية" #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" -msgstr "الالتزامات المتداولة " +msgstr "الالتزامات الجارية " #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" -msgstr "الالتزامات غير المتداولة " +msgstr "الالتزامات غير الجارية " #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 msgid "Equity" @@ -7880,28 +8137,22 @@ msgstr "غير ذلك" msgid "Off-Balance Sheet" msgstr "خارج الميزانية العمومية " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "أتمتة الأصول والنفقات المؤجلة والإيرادات المؤجلة " - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "لديك ثلاثة خيارات لعلامة تبويب :guilabel:`الأتمتة`: " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`لا`: هي القيمة الافتراضية. لن يحدث شيء. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" @@ -7910,7 +8161,7 @@ msgstr "" ":guilabel:`إنشاء بحالة المسودة`: عندما يتم ترحيل معاملة على الحساب، يتم " "إنشاء مسودة قيد ولكن لا يتم تصديقها. عليك أولا ملء الاستمارة المناسب. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" @@ -7919,35 +8170,35 @@ msgstr "" ":guilabel:`إنشاء وتصديق`: عليك أيضاً تحديد :guilabel:`نموذج نفقات مؤجلة`. " "عندما يتم ترحيل معاملة في الحساب، يتم إنشاء قيد وتصديقه فوراً. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "الضرائب الافتراضية " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "علامات التصنيف " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "مجموعات الحساب" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7957,11 +8208,11 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "إنشاء مجموعات الحساب يدوياً " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -7969,7 +8220,7 @@ msgstr "" "يجب ألا يحتاج المستخدمون العاديون إلى إنشاء مجموعات حسابات يدوياً. القسم " "التالي مخصص فقط لحالات الاستخدام النادرة والمتقدمة. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7983,7 +8234,7 @@ msgstr "" msgid "Account groups creation." msgstr "إنشاء مجموعات الحساب. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7994,11 +8245,11 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "مجموعات الحسابات وميزان المراجعة في تطبيق المحاسبة لدى أودو " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "السماح بالتسوية " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -8006,7 +8257,7 @@ msgstr "" "يمكن استخدام بعض الحسابات، مثل الحسابات التي تم إنشاؤها لتسجيل المعاملات " "الخاصة بطريقة الدفع، لتسوية قيود اليومية. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -8017,7 +8268,7 @@ msgstr "" "أنها :guilabel:`مدفوعة` إذا تمت تسويتها مع الدفع الخاص بها. لذلك، يجب تكوين " "الحساب المستخدم لتسجيل مدفوعات بطاقات الائتمان على أنه **يسمح بالتسوية**. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -8030,11 +8281,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "السماح بتسوية الحسابات في تطبيق المحاسبة لدى أودو " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "مهمَل " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -8045,23 +8296,23 @@ msgstr "" "للاستخدام عن طريق استخدام خاصية **مهمل**: قم بتحديد مربع الاختيار " ":guilabel:`مهمل` في إعدادات الحساب، ثم اضغط على :guilabel:`حفظ`. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -8069,7 +8320,7 @@ msgstr "" "`دروس أودو التعليمية: شجرة الحسابات " "`_ " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -8285,6 +8536,9 @@ msgid "" " within one year. An example of a current liability is money owed to " "suppliers in the form of accounts payable." msgstr "" +"**الالتزامات الجارية** هي التزامات مالية قصيرة الأجل للشركة تستحق خلال عام " +"واحد. من الأمثلة على الالتزامات الجارية هي الأموال المستحقة للموردين على شكل" +" حسابات مستحقة الدفع. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:108 msgid "**Bank and cash accounts**" @@ -8296,6 +8550,8 @@ msgid "" "financial institution in which the financial transactions between the bank " "and a customer are recorded." msgstr "" +"**الحساب البنكي** هو حساب مالي يحتفظ به بنك أو مؤسسة مالية أخرى ويتم فيه " +"تسجيل المعاملات المالية بين البنك والعميل. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:108 msgid "" @@ -8303,10 +8559,13 @@ msgid "" "transactions are recorded. The cash account includes both the cash receipts " "and the cash payment journals." msgstr "" +"قد يشير **الحساب النقدي** أو دفتر النقدية إلى دفتر الأستاذ الذي يتم فيه " +"تسجيل كافة المعاملات النقدية. يتضمن الحساب النقدي كلا من الإيصالات النقدية " +"ودفاتر يومية الدفع النقدي. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:115 msgid "**Expenses and income**" -msgstr "" +msgstr "**النفقات والدخل** " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:111 msgid "" @@ -8315,6 +8574,10 @@ msgid "" "obtaining something. Common expenses include supplier payments, employee " "wages, factory leases, and equipment depreciation." msgstr "" +"**النفقات** هي تكاليف العمليات التي تتحملها الشركة لتوليد الإيرادات. يتم " +"تعريفها ببساطة على أنها التكلفة التي يتعين على المرء إنفاقها للحصول على شيء " +"ما. تشمل النفقات الشائعة مدفوعات الموردين، وأجور الموظفين، وإيجار المصانع، " +"واستهلاك المعدات. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:114 msgid "" @@ -8322,6 +8585,8 @@ msgid "" "and other transfers of value received over a set period of time in exchange " "for services or products." msgstr "" +"يشير المصطلح \"**الدخل**\" عموماً إلى مقدار الأموال والممتلكات وغيرها من " +"تحويلات القيمة المستلمة خلال فترة زمنية محددة مقابل خدمات أو منتجات. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:118 msgid "Example" @@ -8332,10 +8597,12 @@ msgid "" "\\*: Customer Refund and Customer Payment boxes cannot be simultaneously " "selected as they are contradictory." msgstr "" +"\\*: لا يمكن تحديد خيارَي رد أموال العميل ومدفوعات العميل في وقت واحد لأنهما" +" متناقضان. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:126 msgid "Balance = Debit - Credit" -msgstr "" +msgstr "الرصيد = الخصم - الائتمان " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:137 msgid "" @@ -8343,17 +8610,22 @@ msgid "" " a pay slip, a capital increase contract) is recorded as a journal entry, " "impacting several accounts." msgstr "" +"يتم تسجيل كل مستند مالي للشركة (على سبيل المثال، فاتورة، كشف حساب بنكي، " +"إيصال دفع، عقد زيادة رأس المال) كقيد دفتر يومية، مما يؤثر على عدة حسابات. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:140 msgid "" "For a journal entry to be balanced, the sum of all its debits must be equal " "to the sum of all its credits." msgstr "" +" حتى تتم موازنة قيد اليومية، يجب أن يكون مجموع كافة خصوماتها مساوياً لمجموع " +"كافة الائتمانات الخاصة بها. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:145 msgid "" "examples of accounting entries for various transactions. (see entries.js)" msgstr "" +"أمثلة على القيود المحاسبية لمعاملات مختلفة. (ألقِ نظرة على entries.js) " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:150 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:224 @@ -8368,6 +8640,8 @@ msgid "" "of linking journal items of a specific account and matching credits and " "debits." msgstr "" +":doc:`Reconciliation <../../accounting/bank/reconciliation>` هي عملية ربط " +"عناصر دفتر اليومية الخاصة بحساب محدد ومطابقة الخصومات والائتمانات. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:155 msgid "" @@ -8375,49 +8649,53 @@ msgid "" "them as paid. This is done by doing a reconciliation on the accounts " "receivable account and/or the accounts payable account." msgstr "" +"الغرض الأساسي منه هو ربط المدفوعات بالفواتير ذات الصلة لتحديدها كمدفوعة. يتم" +" ذلك عن طريق إجراء تسوية على حساب الحسابات المدينة و/أو حساب الحسابات " +"المستحقة الدفع. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:158 msgid "Reconciliation is performed automatically by the system when:" -msgstr "" +msgstr "يتم تنفيذ التسوية تلقائياً بواسطة النظام عندما: " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:160 msgid "the payment is registered directly on the invoice" -msgstr "" +msgstr "يتم تسجيل الدفع مباشرة في الفاتورة " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:161 msgid "" "the links between the payments and the invoices are detected at the bank " "matching process" msgstr "" +"الروابط بين المدفوعات والفواتير يتم رصدها أثناء عملية المطابقة البنكية " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:0 msgid "Customer Statement Example" -msgstr "" +msgstr "مثال على كشف حساب العميل " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:172 msgid "Invoice 1" -msgstr "" +msgstr "الفاتورة 1 " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:174 msgid "Partial payment 1/2" -msgstr "" +msgstr "الدفع الجزئي 1/2 " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:174 msgid "70" -msgstr "" +msgstr "70" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:176 msgid "Invoice 2" -msgstr "" +msgstr "الفاتورة 2 " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:176 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:180 msgid "65" -msgstr "" +msgstr "65" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:178 msgid "Partial payment 2/2" -msgstr "" +msgstr "الدفع الجزئي 2/2 " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:178 msgid "30" @@ -8425,11 +8703,11 @@ msgstr "30" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:180 msgid "Payment 2" -msgstr "" +msgstr "الدفع 2 " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:182 msgid "Invoice 3" -msgstr "" +msgstr "الفاتورة 3 " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:182 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:186 @@ -8438,7 +8716,7 @@ msgstr "50" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:186 msgid "Total to pay" -msgstr "" +msgstr "إجمالي المستحق دفعه " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:190 #: ../../content/applications/finance/accounting/reporting.rst:149 @@ -8451,6 +8729,9 @@ msgid "" "your bank) with transactions recorded internally (payments to suppliers or " "from customers). For each line in a bank statement, it can be:" msgstr "" +"التسوية البنكية هي عملية مطابقة بنود كشف الحساب البنكي (المقدمة من البنك " +"الذي تتعامل معه) مع المعاملات المسجلة داخلياً (المدفوعات إلى الموردين أو من " +"العملاء). لكل بند في كشف حساب البنك، يمكن أن يكون: " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:196 msgid "" @@ -8458,17 +8739,21 @@ msgid "" " a check is received from a customer, then matched when checking the bank " "statement." msgstr "" +"**متطابقة مع دفعة مسجلة مسبقاً**: يتم تسجيل الدفعة عند استلام شيك من العميل،" +" ثم تتم مطابقتها عند التحقق من كشف الحساب البنكي. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:198 msgid "" "**recorded as a new payment**: the payment's journal entry is created and " "reconciled with the related invoice when processing the bank statement." msgstr "" +"**تسجيلها كدفعة جديدة**: يتم إنشاء قيد يومية الدفع ومطابقته مع الفاتورة ذات " +"الصلة عند معالجة كشف الحساب البنكي. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:200 msgid "" "**recorded as another transaction**: bank transfer, direct charge, etc." -msgstr "" +msgstr "**مسجلة كمعاملة أخرى**: تحويل بنكي، رسوم مباشرة، وما إلى ذلك. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:202 msgid "" @@ -8477,44 +8762,49 @@ msgid "" "balance on the bank account in Odoo should match the bank statement's " "balance." msgstr "" +"يجب أن يقوم أودو بتسوية معظم المعاملات تلقائياً؛ عدد قليل فقط يجب أن يحتاج " +"إلى مراجعة يدوية. عند الانتهاء من عملية التسوية البنكية، يجب أن يتطابق رصيد " +"الحساب البنكي في أودو مع رصيد كشف الحساب البنكي. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:209 msgid "Checks Handling" -msgstr "" +msgstr "التعامل مع الشيكات " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:211 msgid "" "There are two approaches to managing checks and internal wire transfers:" -msgstr "" +msgstr "توجد طريقتان لإدارة الشيكات والتحويلات البنكية الداخلية: " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:213 msgid "Two journal entries and a reconciliation" -msgstr "" +msgstr "اثنين من قيود دفتر اليومية والتسوية " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:214 msgid "One journal entry and a bank reconciliation" -msgstr "" +msgstr "قيد دفتر يومية واحد والتسوية البنكية " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:218 msgid "" "The first journal entry is created by registering the payment on the " "invoice. The second one is created when registering the bank statement." msgstr "" +"يتم إنشاء قيد اليومية الأول عن طريق تسجيل الدفعة في الفاتورة. يتم إنشاء " +"الثاني عند تسجيل كشف الحساب البنكي. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:226 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 msgid "Invoice ABC" -msgstr "" +msgstr "الفاتورة ABC " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:228 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:236 msgid "Undeposited funds" -msgstr "" +msgstr "أموال غير مودعة " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:228 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:236 msgid "Check 0123" -msgstr "" +msgstr "الشيك 0123 " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:243 msgid "" @@ -8522,6 +8812,8 @@ msgid "" "reconciling the bank statement, the statement line is linked to the existing" " journal entry." msgstr "" +"يتم إنشاء قيد دفتر اليومية عن طريق تسجيل الدفعة في الفاتورة. عند تسوية كشف " +"الحساب البنكي، يتم ربط بند كشف الحساب بقيد دفتر اليومية الموجود. " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:250 msgid "Bank Statement" @@ -8529,11 +8821,11 @@ msgstr "كشف الحساب البنكي " #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 msgid "Statement XYZ" -msgstr "" +msgstr "كشف الحساب XYZ " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:3 msgid "Multi-currency system" -msgstr "" +msgstr "نظام العملات المتعددة " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:5 msgid "" @@ -8542,14 +8834,17 @@ msgid "" "can also set up bank accounts in other currencies and run reports on your " "foreign currency activities." msgstr "" +"يتيح لك أودو إصدار فواتير العملاء واستلام فواتير المورّدين وتسجيل المعاملات " +"بعملات غير العملة الرئيسية التي تمت تهيئتها لشركتك. يمكنك أيضاً إعداد حسابات" +" بنكية بعملات أخرى وتشغيل تقارير عن أنشطتك بالعملة الأجنبية. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:10 msgid ":doc:`../bank/foreign_currency`" -msgstr "" +msgstr ":doc:`../bank/foreign_currency`" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:20 msgid "Main currency" -msgstr "" +msgstr "العملة الرئيسية " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:22 msgid "" @@ -8558,10 +8853,13 @@ msgid "" "Configuration --> Settings --> Currencies` and changing the currency in the " ":guilabel:`Main Currency` setting." msgstr "" +"يتم تحديد **العملة الرئيسية** بشكل افتراضي وفقاً لدولة الشركة. يمكنك تغييرها" +" عن طريق الذهاب إلى :menuselection:`المحاسبة --> التهيئة --> الإعدادات --> " +"العملات` وتغيير العملة في إعداد :guilabel:`العملة الرئيسية`. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:29 msgid "Enable foreign currencies" -msgstr "" +msgstr "تمكين العملات الأجنبية " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:31 msgid "" @@ -8569,18 +8867,20 @@ msgid "" "enable the currencies you wish to use by toggling the :guilabel:`Active` " "button." msgstr "" +"اذهب إلى :menuselection:`المحاسبة --> التهيئة --> العملات`، وقم بتمكين " +"العملات التي ترغب في استخدامها عن طريق تبديل زر :guilabel:`نشط`. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst-1 msgid "Enable the currencies you wish to use." -msgstr "" +msgstr "قم بتمكين العملات التي ترغب باستخدامها. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:41 msgid "Currency rates" -msgstr "" +msgstr "أسعار صرف العملة " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:44 msgid "Manual update" -msgstr "" +msgstr "التحديث يدوياً " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:46 msgid "" @@ -8589,14 +8889,18 @@ msgid "" " the rate of, and under the :guilabel:`Rates` tab, click :guilabel:`Add a " "line` to create a new rate." msgstr "" +"لإنشاء سعر صرف العملة وتعيينه يدوياً، اذهب إلى :menuselection:`المحاسبة --> " +"التهيئة --> العملة`، ثك اضغط على العملة التي ترغب في تغيير سعر صرفها، وضمن " +"علامة تبويب :guilabel:`أسعار الصرف`، اضغط على :guilabel:`إضافة بند` لإنشاء " +"سعر صرف جديد. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst-1 msgid "Create or modify the currency rate." -msgstr "" +msgstr "قم بإنشاء أو تعديل سعر صرف العملة. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:55 msgid "Automatic update" -msgstr "" +msgstr "التحديث تلقائياً " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:57 msgid "" @@ -8605,6 +8909,10 @@ msgid "" "Configuration --> Settings --> Currencies`. By default, you have to click on" " the **Update now** button (:guilabel:`🗘`) to update the rates." msgstr "" +"عندما تقوم بتفعيل عملة ثانية للمرة الأولى، تظهر :guilabel:`أسعار صرف العملات" +" التلقائية` ضمن :menuselection:`لوحة بيانات المحاسبة --> التهيئة --> " +"الإعدادات --> العملات\". بشكل افتراضي، عليك الضغط على زر **التحديث الآن** " +"(:guilabel:`🗘`) لتحديث أسعار الصرف. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:61 msgid "" @@ -8614,16 +8922,23 @@ msgid "" "service from which you want to retrieve the latest currency rates by " "clicking on the :guilabel:`Service` field." msgstr "" +"بوسع أودو تحديث أسعار الصرف على فترات منتظمة. للقيام بذلك، قم بتغيير " +":guilabel:`الفترة الزمنية` من :guilabel:`يدوياً` إلى :guilabel:`يومياً`، " +":guilabel:`أسبوعياً`، أو :guilabel:`شهرياً`. يمكنك أيضاً تحديد خدمة الويب " +"التي تريد استرداد أحدث أسعار صرف العملات منها عن طريق الضغط على حقل " +":guilabel:`الخدمة`. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:69 msgid "Exchange difference entries" -msgstr "" +msgstr "قيود فروقات سعر الصرف " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:71 msgid "" "Odoo automatically records exchange differences entries on dedicated " "accounts, in a dedicated journal." msgstr "" +"يقوم أودو تلقائياً يتسجيل قيود فروقات أسعار الصرف في حسابات مخصصة لذلك، في " +"دفتر يومية مخصص لذلك. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:74 msgid "" @@ -8632,6 +8947,10 @@ msgid "" "Configuration --> Settings --> Default Accounts` and editing the " ":guilabel:`Journal`, :guilabel:`Gain Account`, and :guilabel:`Loss Account`." msgstr "" +"يمكنك تحديد دفتر اليومية والحسابات التي سيتم استخدامها **لترحيل قيود فروقات " +"سعر الصرف** عن طريق الذهاب إلى :menuselection:`المحاسبة --> التهيئة --> " +"الإعدادات --> الحسابات الافتراضية` وتحرير :guilabel:`دفتر اليومية` و " +":guilabel:`حساب الربح` و :guilabel:`حساب الخسارة`. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:79 msgid "" @@ -8641,12 +8960,18 @@ msgid "" "which Odoo automatically records in the default **Exchange Difference** " "journal." msgstr "" +"إذا تلقيت دفعة لفاتورة عميل بعد شهر واحد من إصدارها، فمن المحتمل أن يكون سعر" +" الصرف قد تغير منذ ذلك الحين. ولذلك، فإن هذا التقلب يعني بعض الربح أو " +"الخسارة بسبب فرق سعر الصرف، والذي يقوم أودو بتسجيله تلقائياً في دفتر اليومية" +" الافتراضي **فرق سعر الصرف**. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:89 msgid "" "Each account can have a set currency. By doing so, all moves relevant to the" " account are forced to have that account's currency." msgstr "" +"يمكن أن يكون لكل حساب عملة محددة. ومن خلال القيام بذلك، فإن كافة التحركات " +"ذات الصلة بالحساب ستضطر إلى الحصول على عملة هذا الحساب. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:92 msgid "" @@ -8654,11 +8979,14 @@ msgid "" "Accounts` and select a currency in the field :guilabel:`Account Currency`. " "If left empty, all active currencies are handled instead of just one." msgstr "" +"للقيام بذلك، اذهب إلى :menuselection:`المحاسبة --> التهيئة --> أشجار " +"الحسابات` وقم بتحديد عملة في حقل :guilabel:`عملة الحساب`. إذا تركت فارغة، " +"فسيتم التعامل مع كافة العملات النشطة عوضاً عن عملة واحدة فقط. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -8670,6 +8998,8 @@ msgid "" "If a currency is set on a **journal**, that journal only handles " "transactions in that currency." msgstr "" +"إذا تم تعيين عملة في **دفتر يومية**، فإن دفتر اليومية هذا يتعامل فقط مع " +"المعاملات بتلك العملة. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:103 msgid "" @@ -8677,33 +9007,38 @@ msgid "" "open the journal you want to edit, and select a currency in the field " ":guilabel:`Currency`." msgstr "" +"للقيام بذلك، انتقل إلى :menuselection:`المحاسبة --> التهيئة --> دفتر " +"اليومية`، وافتح دفتر اليومية التي ترغب في تحريره، وقم بتحديد عملة في حقل " +":guilabel:`العملة`. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst-1 msgid "Select the currency for the journal to handle." -msgstr "" +msgstr "حدد العملة التي تريد من دفتر اليومية التعامل بها. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:113 msgid "Multi-currency accounting" -msgstr "" +msgstr "المحاسبة بعملات متعددة " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:118 msgid "Invoices, bills, and other documents" -msgstr "" +msgstr "فواتير العملاء وفواتير المورّدين والمستندات الأخرى " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:120 msgid "" "For all documents, you can select the currency and journal to use for the " "transaction on the document itself." msgstr "" +"بالنسبة لكافة المستندات، يمكنك تحديد العملة ودفتر اليومية لاستخدامهما في " +"المعاملة على المستند نفسه. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst-1 msgid "Select the currency and journal to use." -msgstr "" +msgstr "قم بتحديد العملة ودفتر اليومية الذان يجب استخدامهما. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:130 #: ../../content/applications/finance/accounting/payments/checks.rst:58 msgid "Payment registration" -msgstr "" +msgstr "تسجيل الدفع " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:132 msgid "" @@ -8712,14 +9047,17 @@ msgid "" "and, in the pop-up window, select a **currency** in the :guilabel:`Amount` " "field." msgstr "" +"لتسجيل دفعة بعملة غير العملة الرئيسية لشركتك، اضغط على زر الدفع " +":guilabel:`تسجيل الدفع` في مستندك، وفي النافذة المنبثقة، حدد **العملة** في " +":guilabel: حقل \"المبلغ\". " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst-1 msgid "Select the currency and journal to use before registering the payment." -msgstr "" +msgstr "قم بتحديد العملة ودفتر اليومية الذان يجب استخدامهما قبل تسجيل الدفع. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:143 msgid "Bank transactions" -msgstr "" +msgstr "المعاملات البنكية " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:145 msgid "" @@ -8729,20 +9067,26 @@ msgid "" " your main currency for it to automatically get converted in the foreign " "currency in the :guilabel:`Amount in Currency field`." msgstr "" +"عند إنشاء أو استيراد المعاملات البنكية، يكون المبلغ بالعملة الرئيسية للشركة." +" لإدخال **عملة أجنبية**، قم بتحديد عملة في :guilabel:`العملة الأجنبية`. " +"بمجرد التحديد، قم بإدخال :guilabel:`المبلغ` بعملتك الرئيسية ليتم تحويله " +"تلقائياً بالعملة الأجنبية في :guilabel:`حقل المبلغ بالعملة`. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst-1 msgid "The extra fields related to foreign currencies." -msgstr "" +msgstr "الحقول الإضافية المتعلقة بالعملات الأجنبية. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:154 msgid "" "When reconciling, Odoo displays both the foreign currency amount and the " "equivalent amount in your company's main currency." msgstr "" +"عند التسوية، يقوم أودو بعرض المبلغ بالعملة الأجنبية وما يعادله بالعملة " +"الرئيسية لشركتك. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:160 msgid "Exchange rate journal entries" -msgstr "" +msgstr "قيود دفتر يومية أسعار صرف العملات " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:162 msgid "" @@ -8750,18 +9094,20 @@ msgid "" ":menuselection:`Accounting Dashboard --> Accounting --> Journals: " "Miscellaneous`." msgstr "" +"لرؤية **قيود دفتر يومية فروقات سعر الصرف**، اذهب إلى :menuselection:`لوحة " +"بيانات المحاسبة --> المحاسبة --> دفاتر اليومية: متنوعة`. " #: ../../content/applications/finance/accounting/get_started/multi_currency.rst-1 msgid "Exchange rate journal entry." -msgstr "" +msgstr "قيد دفتر يومية سعر صرف العملة " #: ../../content/applications/finance/accounting/get_started/vat_units.rst:3 msgid "VAT units" -msgstr "" +msgstr "الوحدات الضريبية " #: ../../content/applications/finance/accounting/get_started/vat_units.rst:6 msgid "This is only applicable to multi-company environments." -msgstr "" +msgstr "ينطبق ذلك فقط على البيئات متعددة الشركات. " #: ../../content/applications/finance/accounting/get_started/vat_units.rst:8 msgid "" @@ -8775,6 +9121,15 @@ msgid "" "specific **tax ID** intended only for **tax returns**. **Constituent** " "companies keep their **tax ID** used for **commercial purposes**." msgstr "" +"**الوحدة الضريبية** هي مجموعة من المؤسسات الخاضعة لضريبة القيمة المضافة " +"والمستقلة قانونياً عن بعضها البعض ولكنها مرتبطة ارتباطاً وثيقاً مالياً " +"وتنظيمياً واقتصادياً، وبالتالي تعتبر نفس المؤسسة الخاضعة لضريبة القيمة " +"المضافة. **الوحدات الضريبية** ليست إلزامية، ولكن في حالة إنشائها، يجب أن " +"تنتمي الشركات المكونة للوحدة إلى نفس **الدولة**، وتستخدم نفس **العملة**، " +"ويجب تعيين شركة واحدة لتكون الشركة **الممثلة **لـ **الوحدة الضريبية**. " +"**الوحدات الضريبية** تتلقى **معرفاً ضريبياً** محدداً مخصصاً فقط **للإقرارات " +"الضريبية**. تحتفظ **الشركات المكوِّنة** بـ **معرّفها الضريبي** المستخدم " +"**لأغراض **تجارية**. " #: ../../content/applications/finance/accounting/get_started/vat_units.rst:17 msgid "" @@ -8783,6 +9138,10 @@ msgid "" " two amounts balance out and must conjointly only pay €20.000,00 of VAT " "taxes." msgstr "" +"تدين المؤسسة **A** بمبلغ 300.000,00 يورو من ضرائب ضريبة القيمة المضافة ويمكن" +" للمؤسسة **B** استرداد 280.000,00 يورو من ضرائب ضريبة القيمة المضافة. يتم " +"تشكيلها كوحدة **ضريبة القيمة المضافة** بحيث يتوازن المبلغان ويجب أن يدفعا " +"معاً مبلغ 20.000,00 يورو فقط من ضرائب ضريبة القيمة المضافة. " #: ../../content/applications/finance/accounting/get_started/vat_units.rst:24 msgid "" @@ -8794,10 +9153,17 @@ msgid "" "report**: :guilabel:`Company Name`, :guilabel:`Address`, :guilabel:`VAT`, " ":guilabel:`Currency`, :guilabel:`Phone`, and :guilabel:`Email`." msgstr "" +"لتهيئة **وحدة ضريبة القيمة المضافة**، اذهب إلى :menuselection:`الإعدادات -->" +" الإعدادات العامة`، وقم بالتمرير لأسفل إلى قسم :guilabel:`الشركات`، واضغط " +"على :guilabel:`إدارة الشركات`. حدد الشركة التي ستقوم بدور **الممثل**، وفي " +"علامة التبويب :guilabel:`المعلومات العامة`، قم بملء الحقول الإلزامية لتصدير " +".XML عند تصدير **التقرير الضريبي**: :guilabel:`اسم الشركة`، " +":guilabel:`العنوان`، :guilabel:`ضريبة القيمة المضافة`، :guilabel:`العملة`، " +":guilabel:`الهاتف`، و :guilabel:`البريد الإلكتروني`. " #: ../../content/applications/finance/accounting/get_started/vat_units.rst-1 msgid "General information tab" -msgstr "" +msgstr "علامة تبويب المعلومات العامة " #: ../../content/applications/finance/accounting/get_started/vat_units.rst:35 msgid "" @@ -8808,10 +9174,16 @@ msgid "" "serves the **representative** role, and the :guilabel:`Tax ID` of the **VAT " "unit**." msgstr "" +"بعد ذلك، اضغط على علامة تبويب :guilabel:`وحدات ضريبة القيمة المضافة`، وقم بـ" +" :guilabel:`إضافة بند`، وإما قم بتحديد **وحدة ضريبة القيمة المضافة** " +"الحالية، أو إنشاء وحدة جديدة. أدخل **اسماً** للوحدة، و :guilabel:`دولة` " +"الشركات المكوِّنة والتقرير الضريبي، و :guilabel:`الشركات`، و " +":guilabel:`الشركة الرئيسية` التي تلعب دور **الممثل** ، و :guilabel:`المعرف " +"الضريبي` لـ **وحدة ضريبة القيمة المضافة**. " #: ../../content/applications/finance/accounting/get_started/vat_units.rst-1 msgid "VAT units tab" -msgstr "" +msgstr "علامة تبويب الوحدات الضريبية " #: ../../content/applications/finance/accounting/get_started/vat_units.rst:45 msgid "Fiscal position" @@ -8850,6 +9222,8 @@ msgid "" "Do the same for the :guilabel:`Account Mapping` tab if required, and repeat " "this process for **each** constituent company on your database." msgstr "" +"قم بالشيء ذاته مع علامة تبويب :guilabel:`تخطيط الحساب` إذا لزم الأمر، وكرر " +"هذه العملية لكل شركة مكوِّنة في قاعدة البيانات الخاصة بك. " #: ../../content/applications/finance/accounting/get_started/vat_units.rst:61 msgid "" @@ -8892,10 +9266,15 @@ msgid "" " contains the aggregated transactions of all **constituents** and the .XML " "export contains the name and VAT number of the **main** company." msgstr "" +"بوسع الشركة **الممثلة** الوصول إلى التقرير الضريبي المجمع لـ **الوحدة " +"الضريبية** عن طريق الذهاب إلى :menuselection:`المحاسبة --> إعداد التقارير " +"--> التقارير الضريبية`، واختيار **الوحدة الضريبية** في :guilabel:`الوحدة " +"الضريبية`. يحتوي هذا التقرير على المعاملات المجمعة لكافة **المكونات** ويحتوي" +" تصدير XML. على اسم ورقم ضريبة القيمة المضافة للشركة **الرئيسية**. " #: ../../content/applications/finance/accounting/get_started/vat_units.rst-1 msgid "VAT unit tax report" -msgstr "" +msgstr "التقرير الضريبي للوحدة الضريبية " #: ../../content/applications/finance/accounting/payments.rst:5 msgid "Payments" @@ -8903,22 +9282,23 @@ msgstr "الدفعات" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 @@ -8926,9 +9306,6 @@ msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -8944,174 +9321,195 @@ msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:39 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" +msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -9155,11 +9553,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -9171,7 +9569,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -9181,17 +9579,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -9204,13 +9602,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr "" @@ -9982,260 +10380,91 @@ msgstr "التحويلات الداخلية " #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -"في أودو، يمكن تنفيذ التحويلات المالية الداخلية بعدة نقرات فقط. تحتاج إلى إما" -" حسابين بنكيين أو دفتري يومية نقديين أو حياب بنكي واحد ودفتر يومية نقدي " -"واحد. " -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." -msgstr "" -"يتم إنشاء حساب تحويل داخلي تلقائياً في قاعدة بياناتك بناءً على أقلمة الشركة " -"وبناءِ على تشريعات الدولة. إذا استدعى الأمر، يمكن تعديل :guilabel:`حساب " -"التحويل الداخلي` الافتراضي عن طريق الذهاب إلى :menuselection:`تطبيق المحاسبة" -" --> التهيئة --> الإعدادات` ثم تحت قسم :guilabel:`الحسابات الافتراضية`. " - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "تسجيل تحويل داخلي " - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -10422,69 +10651,75 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " "module is required to print U.S. checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "الولايات المتحدة" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -10492,11 +10727,11 @@ msgid "" " :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -10504,7 +10739,7 @@ msgid "" "reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -12761,6 +12996,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "المتطلبات " + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "مدى دورية الإقرار الضريبي " @@ -12909,7 +13149,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" @@ -13197,9 +13437,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -13209,10 +13450,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -13221,453 +13462,458 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" -"يتم إعداد **الضرائب الافتراضية** تلقائياً، حسب الدولة التي قمت بتحديدها عند " -"إنشاء قاعدة بياناتك، أو عندما تقوم بإعداد :ref:`باقة الأقلمة المالية " -"` لشركتك. " #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" +msgid "Activate sales taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." -msgstr "" -"كجزء من :ref:`باقة الأقلمة المالية `، معظم " -"ضرائب مبيعات شركتك مهيأة مسبقاً بالفعل على قاعدة بياناتك. ولكن القليل منها " -"فقط مفعل بشكل افتراضي، حتى تتمكن من تفعيل المتعلقة بعملك منها فقط. " - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "اسم الضريبة" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "حساب الضريبة" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " ":ref:`affects the base of the subsequent ones `." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "الضريبة" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "الإجمالي" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:102 +msgid "" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "1,100.00" +msgstr "" + #: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" +msgid "**Percentage of Price Tax Included**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 -msgid "1,100.00" +msgid "111.11" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:127 +msgid "1,111.11" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:130 -msgid "**Percentage of Price Tax Included**" +msgid "**Python code**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:132 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:138 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "1,111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "نشط" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "نطاق الضريبة" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:177 -msgid "Definition tab" +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:179 +msgid "Definition tab" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "بطاقة العنوان على الفواتير " - #: ../../content/applications/finance/accounting/taxes.rst:204 +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" +msgid "The label on invoices is displayed on each invoice line" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "مجموعة الضريبة" +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:216 +#: ../../content/applications/finance/accounting/taxes.rst:217 msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" -"تشمل المجموعات الضريبية تكرارات مختلفة لنفس الضريبة. يكون ذلك مفيداً عندما " -"تكون بحاجة إلى تسجيل نفس الضريبة بشكل مختلف، وفقاً لـ :doc:`الأوضاع المالية " -"`. " #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "مشمول في التكلفة التحليلية " - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "مشمول في السعر " +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "تؤثر على المبلغ الأساسي للضرائب اللاحقة" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -13678,15 +13924,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr ":doc:`taxes/fiscal_positions`" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr "" @@ -13792,6 +14042,7 @@ msgstr "" "salespeople." #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -14599,78 +14850,55 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 @@ -14679,13 +14907,20 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr "" @@ -14760,7 +14995,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "" @@ -14779,6 +15014,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -15008,6 +15247,14 @@ msgstr "منخفض " msgid "Declining Then Straight Line" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" +"يتحقق الخادم مرة في اليوم مما إذا كان هناك قيد يجب ترحيله. قد يستغرق الأمر " +"حتى 24 ساعة قبل أن ترى التغيير من *مسودة* إلى *تم الترحيل*. " + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -15018,6 +15265,15 @@ msgstr "" msgid "Configure an Assets Account" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" +"لتهيئة حسابك في **شجرة الحسابات**، اذهب إلى :menuselection:`المحاسبة --> " +"التهيئة --> شجرة الحسابات`، ثم اضغط على زر *إنشاء* وقم بتعبئة الاستمارة. " + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "" @@ -15028,12 +15284,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "" @@ -15047,12 +15301,10 @@ msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -15068,18 +15320,29 @@ msgid "" "automation>` for these products." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "قم بتغيير حساب عناصر يومية مرحل " + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " "click on the account, and select the right one." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "تعديل حساب عنصر دفتر يومية تم ترحيله في تطبيق أودو للمحاسبة " + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "إنشاء قيد جديد" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -15115,6 +15378,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "ما الذي يعنيه \"التناسب الزمني / Prorata Temporis\"؟ " + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -15296,6 +15563,16 @@ msgid "" "with the right asset account." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" +"تظهر الأزرار الجديدة التي تحتوي على كافة النماذج المرتبطة بهذا الحساب في " +"أعلى الاستمارة. يؤدي النقر فوق زر النموذج إلى تعبئة الاستمارة وفقاً لهذا " +"النموذج. " + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "" @@ -15315,6 +15592,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "**لا:** هذه هي القيمة الافتراضية. لا يحدث شيئ. " + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -15340,243 +15621,189 @@ msgid "" "account`)." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr ":doc:`../get_started/chart_of_accounts`" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" +msgid "Deferred expenses" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "نماذج النفقات المؤجلة " - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 -msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 -msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 @@ -15824,8 +16051,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -15882,6 +16109,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -18716,7 +18945,7 @@ msgstr "" "by default." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "Document types" @@ -18825,7 +19054,7 @@ msgid "document types grouped by letters." msgstr "document types grouped by letters." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "Use on invoices" @@ -19042,7 +19271,7 @@ msgstr "" "vendor." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "الاستخدام والاختبار " @@ -20366,35 +20595,1654 @@ msgstr "IIBB Purchases by jurisdiction." msgid "Australia" msgstr "أستراليا " -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:15 +msgid "Module Key" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 +msgid "" +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr ":doc:`../accounting/get_started/chart_of_accounts`" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr ":doc:`Taxes <../accounting/taxes>`" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "المشتريات" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "كشوف المرتبات " + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 msgid "Employment Hero Australian Payroll" msgstr "Employment Hero Australian Payroll" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." msgstr "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:15 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 msgid "KeyPay was rebranded as **Employment Hero** in March 2023." msgstr "KeyPay was rebranded as **Employment Hero** in March 2023." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 msgid "" ":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Payroll` module (`l10n_au_keypay`)." msgstr "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -20412,7 +22260,7 @@ msgstr "" "Enabling Employment Hero Integration in Odoo Accounting displays new fields in the\n" "settings" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -20424,15 +22272,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "\"Account Details\" section on the Employment Hero dashboard" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -20444,15 +22293,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "The Employment Hero \"Business ID\" number is in the URL" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "يمكنك اختيار أي دفتر يومية في أودو لترحيل قيود إيصال الدفع. " -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "كيف تعمل الواجهة البرمجية للتطبيق؟ " -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -20470,25 +22319,21 @@ msgid "" msgstr "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -"By default, the synchronization happens once per week. You can fetch the " -"records manually by going to :menuselection:`Accounting --> Configuration " -"--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " -"option, click on :guilabel:`Fetch Payruns Manually`." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" "Employment Hero payslip entries also work based on double-entry bookkeeping." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -20500,7 +22345,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "Chart of Accounts menu in Employment Hero" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -20601,7 +22446,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -20619,22 +22464,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr ":guilabel:`Street`" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr ":guilabel:`City`" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr ":guilabel:`ZIP`" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr ":guilabel:`Country`" @@ -20695,7 +22540,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "Accounting settings" @@ -20808,12 +22653,6 @@ msgstr "" " click :guilabel:`New`. A new line appears. Fill it in, click " ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr ":doc:`../accounting/get_started/chart_of_accounts`" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -20952,10 +22791,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "Example of not-fully deductible tax" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr ":doc:`Taxes <../accounting/taxes>`" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -21266,12 +23101,381 @@ msgid "Import SODA files" msgstr "Import SODA files" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "الفوترة الإلكترونية " -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -21280,17 +23484,17 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr ":doc:`../accounting/customer_invoices/electronic_invoicing`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "Cash discount" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " @@ -21300,7 +23504,7 @@ msgstr "" "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." @@ -21308,15 +23512,15 @@ msgstr "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr ":doc:`../accounting/customer_invoices/cash_discounts`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "Fiscal certification: POS restaurant" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -21328,7 +23532,7 @@ msgstr "" "System** for their receipts. This applies if their yearly earnings " "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -21340,7 +23544,7 @@ msgstr "" "Data Module ` (or **black box**) and a :ref:`VAT Signing Card " "`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " @@ -21350,11 +23554,11 @@ msgstr "" "Public Service Finance registration form " "`_." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "Certified POS system" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " @@ -21364,58 +23568,58 @@ msgstr "" "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "Odoo Online" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "Odoo.sh" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "الاستضافة المحلية " -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "Odoo 16.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "معتمد " -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "Not certified" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "Odoo 15.2" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "Odoo 15.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "Odoo 14.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr ":doc:`/administration/maintain/supported_versions`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -21427,11 +23631,11 @@ msgstr "" "adhere to rigorous government regulations, which means it operates " "differently from a non-certified POS." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "On a certified POS, you cannot:" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." @@ -21439,7 +23643,7 @@ msgstr "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." @@ -21447,7 +23651,7 @@ msgstr "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." @@ -21455,23 +23659,23 @@ msgstr "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "Modify prices in order lines." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "Modify or delete order lines in POS orders." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "Sell products without a valid VAT number." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "Use a POS that is not connected to an IoT box." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " @@ -21481,7 +23685,7 @@ msgstr "" "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -21495,7 +23699,7 @@ msgstr "" "by clicking the arrow next to the default sales tax field. There, click " ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -21507,17 +23711,17 @@ msgstr "" "clocked in, they cannot make POS orders. Likewise, they must click " ":guilabel:`Work Out` to clock out at the end of the session." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -21526,7 +23730,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" @@ -21542,31 +23746,31 @@ msgstr "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "an RS-232 serial null modem cable per FDM;" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "an RS-232 serial-to-USB adapter per FDM;" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "an :ref:`IoT Box ` (one IoT box per FDM); and" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "a receipt printer." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "Black box module" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -21578,7 +23782,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "black box modules for belgian fiscal certification" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -21600,7 +23804,7 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "ISNZ or BIS number field on employee form" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " @@ -21610,18 +23814,18 @@ msgstr "" "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "جهاز IoT " -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -21629,19 +23833,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "your VAT number;" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "your company's name, address, and legal structure; and" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "the Mac address of your IoT Box." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -21657,7 +23861,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "Hardware status page on a registered IoT Box" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -21669,7 +23873,7 @@ msgstr "" ":guilabel:`Connected Device` section, and enable :guilabel:`IoT Box`. " "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." @@ -21677,11 +23881,11 @@ msgstr "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "VAT signing card" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -22288,10 +24492,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -22469,7 +24669,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -22715,8 +24915,8 @@ msgstr "" "Adds the *Propuesta F29* and *Balance Tributario (8 columnas)* reports." #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" -msgstr ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 msgid "`l10n_cl_edi`" @@ -22751,8 +24951,8 @@ msgstr "" " Internos)` regulations." #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" -msgstr ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 msgid "`l10n_cl_edi_exports`" @@ -22769,12 +24969,10 @@ msgstr "" "Internos)` and customs regulations." #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr ":guilabel:`Chile - E-Invoicing Delivery Guide`" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "`l10n_cl_edi_stock`" @@ -22790,23 +24988,13 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." @@ -22814,7 +25002,7 @@ msgstr "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -22826,7 +25014,7 @@ msgstr "" "`_" " certification process." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" @@ -22834,19 +25022,19 @@ msgstr "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr ":guilabel:`Company Name`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr ":guilabel:`Address`:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr ":guilabel:`State`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." @@ -22854,11 +25042,11 @@ msgstr "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr ":guilabel:`Activity Names`: select up to four activity codes." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." @@ -22866,7 +25054,7 @@ msgstr "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" @@ -22874,37 +25062,37 @@ msgstr "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr ":ref:`Fiscal information `" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr ":ref:`Electronic invoice data `" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr ":ref:`DTE incoming email server `" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr ":ref:`Signature certificates `" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "Fiscal information" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "Configure the following :guilabel:`Tax payer information`:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" @@ -22912,7 +25100,7 @@ msgstr "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" @@ -22920,15 +25108,15 @@ msgstr "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr ":guilabel:`End consumer`: only issues receipts" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr ":guilabel:`Foreigner`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" @@ -22936,15 +25124,15 @@ msgstr "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "Electronic invoice data" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "Select your :guilabel:`SII Web Services` environment:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -22956,11 +25144,11 @@ msgstr "" "Internos)`. In this mode, the direct connection flows can be tested, with " "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr ":guilabel:`SII - Production`: for production databases." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -22974,15 +25162,15 @@ msgstr "" "will not appear in this mode. Every internal validation can be tested in " "demo mode. Avoid selecting this option in a production database." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr ":guilabel:`SII Resolution N°`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr ":guilabel:`SII Resolution Date`" @@ -22990,11 +25178,11 @@ msgstr ":guilabel:`SII Resolution Date`" msgid "Required information for electronic invoice." msgstr "Required information for electronic invoice." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "DTE incoming email server" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -23010,41 +25198,41 @@ msgstr "" "want to use *Email Box Electronic Invoicing* as the :abbr:`DTE (Documentos " "Tributarios Electrónicos)` incoming email server." +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 +msgid "" +"In order to receive your SII documents, it's necessary to set up your own " +"email server. More information on how to do this can be found in this " +"documentation: :doc:`../../general/email_communication/email_servers`" +msgstr "" +"In order to receive your SII documents, it's necessary to set up your own " +"email server. More information on how to do this can be found in this " +"documentation: :doc:`../../general/email_communication/email_servers`" + #: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" -"In order to receive your SII documents, it's necessary to set up your own " -"email server. More information on how to do this can be found in this " -"documentation: :doc:`../../general/email_communication/email_servers`" -msgstr "" -"In order to receive your SII documents, it's necessary to set up your own " -"email server. More information on how to do this can be found in this " -"documentation: :doc:`../../general/email_communication/email_servers`" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 -msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr ":guilabel:`Name`: give the server a name." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr ":guilabel:`Server Type`: select the server type used." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr ":guilabel:`IMAP Server`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr ":guilabel:`POP Server`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " @@ -23054,18 +25242,18 @@ msgstr "" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +msgid "" +":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " +"to be configured in the general settings. A direct link to the configuration" +" can be found in the :guilabel:`Login Information` section." +msgstr "" +":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " +"to be configured in the general settings. A direct link to the configuration" +" can be found in the :guilabel:`Login Information` section." + #: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" -":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " -"to be configured in the general settings. A direct link to the configuration" -" can be found in the :guilabel:`Login Information` section." -msgstr "" -":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " -"to be configured in the general settings. A direct link to the configuration" -" can be found in the :guilabel:`Login Information` section." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 -msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " "suppliers, and communications from the :abbr:`SII (Servicio de Impuestos " @@ -23082,19 +25270,19 @@ msgstr "" "Impuestos Internos)` site in the section: *ACTUALIZACION DE DATOS DEL " "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr ":guilabel:`Server Name`: enter the hostname or IP of the server." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr ":guilabel:`Port`: enter the server port." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." @@ -23102,11 +25290,11 @@ msgstr "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr ":guilabel:`Username`: enter the server login username." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr ":guilabel:`Password`: enter the server login password." @@ -23114,7 +25302,7 @@ msgstr ":guilabel:`Password`: enter the server login password." msgid "Incoming email server configuration for Chilean DTE." msgstr "Incoming email server configuration for Chilean DTE." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " @@ -23124,36 +25312,36 @@ msgstr "" " to vendor bills that are not required to be processed in Odoo from your " "inbox." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "الشهادة " +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 +msgid "" +"A digital certificate in `.pfx` format is required to generate the " +"electronic invoice signature. To add one, click :guilabel:`Configure " +"Signature Certificates` under the :guilabel:`Signature Certificates` " +"section. Then, click :guilabel:`New` to configure the certificate:" +msgstr "" +"A digital certificate in `.pfx` format is required to generate the " +"electronic invoice signature. To add one, click :guilabel:`Configure " +"Signature Certificates` under the :guilabel:`Signature Certificates` " +"section. Then, click :guilabel:`New` to configure the certificate:" + #: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" -"A digital certificate in `.pfx` format is required to generate the " -"electronic invoice signature. To add one, click :guilabel:`Configure " -"Signature Certificates` under the :guilabel:`Signature Certificates` " -"section. Then, click :guilabel:`New` to configure the certificate:" -msgstr "" -"A digital certificate in `.pfx` format is required to generate the " -"electronic invoice signature. To add one, click :guilabel:`Configure " -"Signature Certificates` under the :guilabel:`Signature Certificates` " -"section. Then, click :guilabel:`New` to configure the certificate:" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 -msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr ":guilabel:`Certificate Passkey`: enter the file's passphrase." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " @@ -23163,7 +25351,7 @@ msgstr "" "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -23177,13 +25365,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "تهيئة الشهادة الرقمية. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "العملات المتعددة " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -23197,12 +25385,12 @@ msgstr "" "an :guilabel:`Interval` for when the rate is automatically updated, or to " "select another :guilabel:`Service`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "Partner information" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -23214,47 +25402,47 @@ msgstr "" ":menuselection:`Contacts` app to do so and fill in the following fields on a" " new or existing contact form." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr ":guilabel:`Email`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr ":guilabel:`Identification Number`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr ":guilabel:`Taxpayer Type`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr ":guilabel:`Activity Description`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "In the :guilabel:`Electronic Invoicing` tab:" +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +msgid "" +":guilabel:`DTE Email`: enter the sender's email address for the partner." +msgstr "" +":guilabel:`DTE Email`: enter the sender's email address for the partner." + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 +msgid "" +":guilabel:`Delivery Guide Price`: select which price the delivery guide " +"displays, if any." +msgstr "" +":guilabel:`Delivery Guide Price`: select which price the delivery guide " +"displays, if any." + #: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" -":guilabel:`DTE Email`: enter the sender's email address for the partner." -msgstr "" -":guilabel:`DTE Email`: enter the sender's email address for the partner." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 -msgid "" -":guilabel:`Delivery Guide Price`: select which price the delivery guide " -"displays, if any." -msgstr "" -":guilabel:`Delivery Guide Price`: select which price the delivery guide " -"displays, if any." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 -msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." msgstr "" @@ -23265,7 +25453,7 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "Chilean electronic invoice data for partners." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." @@ -23273,7 +25461,7 @@ msgstr "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -23287,7 +25475,7 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "Chilean fiscal document types list." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." @@ -23295,11 +25483,11 @@ msgstr "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "The document type on each transaction is determined by:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." @@ -23307,7 +25495,7 @@ msgstr "" "The journal related to the invoice, identifying if the journal uses " "documents." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." @@ -23315,21 +25503,21 @@ msgstr "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" "*Sales journals* in Odoo usually represent a business unit or location." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "Ventas Santiago." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "Ventas Valparaiso." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." @@ -23337,15 +25525,15 @@ msgstr "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "Cashier 1." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "Cashier 2." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -23357,19 +25545,19 @@ msgstr "" "accounting transactions that are not related to vendor bills. This " "configuration can easily be set by using the following model." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "Tax payments to the government." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "Employees payments." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "إنشاء دفتر يومية للمبيعات " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " @@ -23379,7 +25567,7 @@ msgstr "" "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." @@ -23387,34 +25575,34 @@ msgstr "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +msgid "" +":guilabel:`Point of sale type`: if the sales journal will be used for " +"electronic documents, the option :guilabel:`Online` must be selected. " +"Otherwise, if the journal is used for invoices imported from a previous " +"system or if you are using the :abbr:`SII (Servicio de Impuestos Internos)` " +"portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." +msgstr "" +":guilabel:`Point of sale type`: if the sales journal will be used for " +"electronic documents, the option :guilabel:`Online` must be selected. " +"Otherwise, if the journal is used for invoices imported from a previous " +"system or if you are using the :abbr:`SII (Servicio de Impuestos Internos)` " +"portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." + #: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" -":guilabel:`Point of sale type`: if the sales journal will be used for " -"electronic documents, the option :guilabel:`Online` must be selected. " -"Otherwise, if the journal is used for invoices imported from a previous " -"system or if you are using the :abbr:`SII (Servicio de Impuestos Internos)` " -"portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." +":guilabel:`Use Documents`: check this field if the journal will use document" +" types. This field is only applicable to purchase and sales journals that " +"can be related to the different sets of document types available in Chile. " +"By default, all the sales journals created will use documents." msgstr "" -":guilabel:`Point of sale type`: if the sales journal will be used for " -"electronic documents, the option :guilabel:`Online` must be selected. " -"Otherwise, if the journal is used for invoices imported from a previous " -"system or if you are using the :abbr:`SII (Servicio de Impuestos Internos)` " -"portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." +":guilabel:`Use Documents`: check this field if the journal will use document" +" types. This field is only applicable to purchase and sales journals that " +"can be related to the different sets of document types available in Chile. " +"By default, all the sales journals created will use documents." #: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" -":guilabel:`Use Documents`: check this field if the journal will use document" -" types. This field is only applicable to purchase and sales journals that " -"can be related to the different sets of document types available in Chile. " -"By default, all the sales journals created will use documents." -msgstr "" -":guilabel:`Use Documents`: check this field if the journal will use document" -" types. This field is only applicable to purchase and sales journals that " -"can be related to the different sets of document types available in Chile. " -"By default, all the sales journals created will use documents." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 -msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " ":guilabel:`Accounting Information` section. Configuring these fields is " @@ -23425,11 +25613,11 @@ msgstr "" ":guilabel:`Accounting Information` section. Configuring these fields is " "required for one of the debit notes :ref:`use cases `." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "CAF" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -23443,7 +25631,7 @@ msgstr "" "issuer with the folios/sequences authorized for the electronic invoice " "documents." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -23457,18 +25645,18 @@ msgstr "" "you only need one active :abbr:`CAF (Folio Authorization Code)` per document" " type, and it will be applied to all journals." +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 +msgid "" +"Please refer to the `SII documentation " +"`_ to check the details on how " +"to acquire the :abbr:`CAF (Folio Authorization Code)` files." +msgstr "" +"Please refer to the `SII documentation " +"`_ to check the details on how " +"to acquire the :abbr:`CAF (Folio Authorization Code)` files." + #: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" -"Please refer to the `SII documentation " -"`_ to check the details on how " -"to acquire the :abbr:`CAF (Folio Authorization Code)` files." -msgstr "" -"Please refer to the `SII documentation " -"`_ to check the details on how " -"to acquire the :abbr:`CAF (Folio Authorization Code)` files." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 -msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " "(certification mode). Make sure you have the correct :abbr:`CAF (Folio " @@ -23479,11 +25667,11 @@ msgstr "" "(certification mode). Make sure you have the correct :abbr:`CAF (Folio " "Authorization Code)` set depending on your environment." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "Upload CAF files" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -23501,56 +25689,56 @@ msgstr "" "upload your :abbr:`CAF (Folio Authorization Code)` file by clicking the " ":guilabel:`Upload your file` button and then click :guilabel:`Save`." +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 +msgid "" +"Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " +"when a transaction is used for this document type, the invoice number takes " +"the first folio in the sequence." +msgstr "" +"Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " +"when a transaction is used for this document type, the invoice number takes " +"the first folio in the sequence." + #: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" -"Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " -"when a transaction is used for this document type, the invoice number takes " -"the first folio in the sequence." +"The document types have to be active before uploading the :abbr:`CAF (Folio " +"Authorization Code)` files. In case some folios have been used in the " +"previous system, the next valid folio has to be set when the first " +"transaction is created." msgstr "" -"Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " -"when a transaction is used for this document type, the invoice number takes " -"the first folio in the sequence." +"The document types have to be active before uploading the :abbr:`CAF (Folio " +"Authorization Code)` files. In case some folios have been used in the " +"previous system, the next valid folio has to be set when the first " +"transaction is created." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" -"The document types have to be active before uploading the :abbr:`CAF (Folio " -"Authorization Code)` files. In case some folios have been used in the " -"previous system, the next valid folio has to be set when the first " -"transaction is created." +"The chart of accounts is installed by default as part of the data set " +"included in the localization module. The accounts are mapped automatically " +"in:" msgstr "" -"The document types have to be active before uploading the :abbr:`CAF (Folio " -"Authorization Code)` files. In case some folios have been used in the " -"previous system, the next valid folio has to be set when the first " -"transaction is created." +"The chart of accounts is installed by default as part of the data set " +"included in the localization module. The accounts are mapped automatically " +"in:" #: ../../content/applications/finance/fiscal_localizations/chile.rst:367 -msgid "" -"The chart of accounts is installed by default as part of the data set " -"included in the localization module. The accounts are mapped automatically " -"in:" -msgstr "" -"The chart of accounts is installed by default as part of the data set " -"included in the localization module. The accounts are mapped automatically " -"in:" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 msgid "Default Account Payable" msgstr "Default Account Payable" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "Default Account Receivable" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "حسابات وسيطة " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "معدل التحويل " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " @@ -23560,29 +25748,29 @@ msgstr "" "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "Chile has several tax types, the most common ones are:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "**VAT**: the regular VAT can have several rates." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "**ILA**: the tax for alcoholic drinks." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr ":doc:`../accounting/taxes`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "Electronic invoice workflow" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -23598,11 +25786,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "Diagram with Electronic invoice transactions." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "Customer invoice emission" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -23620,7 +25808,7 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "Customer invoice document type selection." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " @@ -23630,12 +25818,12 @@ msgstr "" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "Validation and DTE status" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " @@ -23645,7 +25833,7 @@ msgstr "" "when generated from a sales order, validate the invoice. After the invoice " "is posted:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." @@ -23653,7 +25841,7 @@ msgstr "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -23665,7 +25853,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "DTE XML File displayed in chatter." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -23683,7 +25871,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "Transition of DTE status flow." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -23701,7 +25889,7 @@ msgstr "" "via email. Then, the :guilabel:`DTE status` is updated to :guilabel:`Ask for" " Status`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -23719,7 +25907,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "Identification transaction for invoice and Status update." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -23733,7 +25921,7 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "Electronic invoice data statuses." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" @@ -23741,7 +25929,7 @@ msgstr "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." @@ -23749,7 +25937,7 @@ msgstr "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " @@ -23759,7 +25947,7 @@ msgstr "" "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -23773,15 +25961,15 @@ msgstr "" "in Odoo, the details are also retrieved in the chatter once the email server" " is processed." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "If the invoice is rejected please follow these steps:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "Change the document to :guilabel:`Draft`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." @@ -23789,7 +25977,7 @@ msgstr "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "Post the invoice again." @@ -23797,11 +25985,11 @@ msgstr "Post the invoice again." msgid "Message when an invoice is rejected." msgstr "Message when an invoice is rejected." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "Crossed references" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -23821,14 +26009,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "Crossed referenced document(s)." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "Invoice PDF report" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -23842,7 +26030,7 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "SII Validation fiscal elements." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " @@ -23852,23 +26040,23 @@ msgstr "" "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "Commercial validation" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "Once the invoice has been sent to the customer:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "The customer must send a reception confirmation email." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." @@ -23876,7 +26064,7 @@ msgstr "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "The field :guilabel:`DTE Acceptance Status` is updated automatically." @@ -23884,11 +26072,11 @@ msgstr "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgid "Message with the commercial acceptance from the customer." msgstr "Message with the commercial acceptance from the customer." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "Processed for claimed invoices" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -23906,12 +26094,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "Invoice Commercial status updated to claimed." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "Common errors" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -24035,41 +26223,41 @@ msgstr "" "**Hint:** there are just five reasons why this error could show up and all " "of them are related to the *Caratula* section of the XML:" +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 +msgid "" +"The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " +"missing." +msgstr "" +"The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " +"missing." + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 +msgid "" +"The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" +" or missing." +msgstr "" +"The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" +" or missing." + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 +msgid "" +"The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " +"Tributario)` number (this should be correct by default) is incorrect or " +"missing." +msgstr "" +"The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " +"Tributario)` number (this should be correct by default) is incorrect or " +"missing." + #: ../../content/applications/finance/fiscal_localizations/chile.rst:589 -msgid "" -"The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " -"missing." -msgstr "" -"The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " -"missing." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 -msgid "" -"The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" -" or missing." -msgstr "" -"The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" -" or missing." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 -msgid "" -"The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " -"Tributario)` number (this should be correct by default) is incorrect or " -"missing." -msgstr "" -"The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " -"Tributario)` number (this should be correct by default) is incorrect or " -"missing." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 msgid "The resolution date is incorrect or missing." msgstr "The resolution date is incorrect or missing." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "The resolution number is incorrect or missing." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -24091,16 +26279,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "Creation of CAF for Credit notes." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "حالات الاستخدام " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "Cancel referenced document" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -24120,11 +26308,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "Credit note canceling the referenced document." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "Correct referenced document" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -24144,7 +26332,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "Credit note correcting referenced document text." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -24156,7 +26344,7 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "Credit note with the corrected value on the invoice lines." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." @@ -24164,11 +26352,11 @@ msgstr "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "Corrects referenced document amount" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -24188,12 +26376,12 @@ msgstr "" "Credit note for partial refund to correct amounts, using the SII reference " "code 3." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "Debit notes" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " @@ -24203,11 +26391,11 @@ msgstr "" "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "Add debt on invoices" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -24221,7 +26409,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "Debit note correcting referenced document amount." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -24233,17 +26421,17 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "Automatic reference to invoice in a debit note." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" "You can only add debit notes to an invoice already accepted by the SII." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "Cancel credit notes" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -24259,7 +26447,7 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "Debit note to cancel the referenced document (credit note)." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " @@ -24269,7 +26457,7 @@ msgstr "" "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." @@ -24277,19 +26465,19 @@ msgstr "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "Automatically send the reception acknowledgement to your vendor." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "Accept or claim the document and send this status to your vendor." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "Reception" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" @@ -24297,25 +26485,25 @@ msgstr "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "The vendor bill maps all the information included in the XML." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "An email is sent to the vendor with the reception acknowledgement." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "Acceptation" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -24331,11 +26519,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "Button for accepting vendor bills." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "المطالبة" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -24357,7 +26545,7 @@ msgstr "" "Claim button in vendor bills to inform the vendor all the document is commercially\n" "rejected." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -24369,12 +26557,12 @@ msgstr "" " claimed documents should be canceled as they won't be valid for your " "accounting records." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "Delivery guide" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -24386,30 +26574,30 @@ msgstr "" ":guilabel:`Install` on the module :guilabel:`Chile - E-Invoicing Delivery " "Guide`." +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 +msgid "" +":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " +":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " +"dependency automatically when the :guilabel:`Delivery Guide` module is " +"installed." +msgstr "" +":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " +":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " +"dependency automatically when the :guilabel:`Delivery Guide` module is " +"installed." + #: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" -":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " -":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " -"dependency automatically when the :guilabel:`Delivery Guide` module is " -"installed." +"The *Delivery Guide* module includes the ability to send the :abbr:`DTE " +"(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " +"Internos)` and the stamp in PDF reports for deliveries." msgstr "" -":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " -":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " -"dependency automatically when the :guilabel:`Delivery Guide` module is " -"installed." +"The *Delivery Guide* module includes the ability to send the :abbr:`DTE " +"(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " +"Internos)` and the stamp in PDF reports for deliveries." #: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" -"The *Delivery Guide* module includes the ability to send the :abbr:`DTE " -"(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " -"Internos)` and the stamp in PDF reports for deliveries." -msgstr "" -"The *Delivery Guide* module includes the ability to send the :abbr:`DTE " -"(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " -"Internos)` and the stamp in PDF reports for deliveries." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 -msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " "setting up master data, etc.), delivery guides need their own :abbr:`CAFs " @@ -24424,7 +26612,7 @@ msgstr "" "` to check the details on how to acquire the " ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" @@ -24432,27 +26620,27 @@ msgstr "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 +msgid "" +":guilabel:`From Sales Order`: delivery guide takes the product price from " +"the sales order and shows it on the document." +msgstr "" +":guilabel:`From Sales Order`: delivery guide takes the product price from " +"the sales order and shows it on the document." + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 +msgid "" +":guilabel:`From Product Template`: Odoo takes the price configured in the " +"product template and shows it on the document." +msgstr "" +":guilabel:`From Product Template`: Odoo takes the price configured in the " +"product template and shows it on the document." + #: ../../content/applications/finance/fiscal_localizations/chile.rst:777 -msgid "" -":guilabel:`From Sales Order`: delivery guide takes the product price from " -"the sales order and shows it on the document." -msgstr "" -":guilabel:`From Sales Order`: delivery guide takes the product price from " -"the sales order and shows it on the document." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 -msgid "" -":guilabel:`From Product Template`: Odoo takes the price configured in the " -"product template and shows it on the document." -msgstr "" -":guilabel:`From Product Template`: Odoo takes the price configured in the " -"product template and shows it on the document." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr ":guilabel:`No show price`: no price is shown in the delivery guide." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" @@ -24462,11 +26650,11 @@ msgstr "" "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "Delivery guide from a sales process" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." @@ -24474,7 +26662,7 @@ msgstr "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -24488,7 +26676,7 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "Create Delivery Guide button on a sales process." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" @@ -24496,7 +26684,7 @@ msgstr "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -24510,7 +26698,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "First Delivery Guide number warning message." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -24526,11 +26714,11 @@ msgstr "" "correctly generated, Odoo takes the next available number in the :abbr:`CAF " "(Folio Authorization Code)` file to generate the following delivery guide." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "After the delivery guide is created:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." @@ -24538,8 +26726,8 @@ msgstr "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -24549,7 +26737,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "Chatter notes of Delivery Guide creation." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -24561,7 +26749,7 @@ msgstr "" "(Servicio de Impuestos Internos)` immediately, press the :guilabel:`Send now" " to SII` button." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -24573,7 +26761,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "Printing Delivery Guide PDF." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -24585,11 +26773,11 @@ msgstr "" "remember to manually add the :guilabel:`pdf417gen` library mentioned in the " ":ref:`Invoice PDF report section `)." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "Electronic receipt" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -24599,20 +26787,20 @@ msgstr "" ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 +msgid "" +":guilabel:`Chile - Electronic Receipt` has a dependency with " +":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " +"dependency automatically when the :guilabel:`E-invoicing Delivery Guide` " +"module is installed." +msgstr "" +":guilabel:`Chile - Electronic Receipt` has a dependency with " +":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " +"dependency automatically when the :guilabel:`E-invoicing Delivery Guide` " +"module is installed." + #: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" -":guilabel:`Chile - Electronic Receipt` has a dependency with " -":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " -"dependency automatically when the :guilabel:`E-invoicing Delivery Guide` " -"module is installed." -msgstr "" -":guilabel:`Chile - Electronic Receipt` has a dependency with " -":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " -"dependency automatically when the :guilabel:`E-invoicing Delivery Guide` " -"module is installed." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 -msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " "setting up master data, etc.), electronic receipts need their own " @@ -24627,7 +26815,7 @@ msgstr "" "documentation ` to check the details on how to " "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -24647,7 +26835,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "Electronic Receipt module." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -24667,7 +26855,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "Document type 39 for Electronic Receipts." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -24683,11 +26871,11 @@ msgstr "" "correctly, make sure to edit the :guilabel:`Document Type` and change to " ":guilabel:`Electronic Receipt`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "After the receipt is posted:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -24699,33 +26887,33 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "Electronic Receipts STE creation status." +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 +msgid "" +"The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" +" action that runs every day at night. To get a response from the :abbr:`SII " +"(Servicio de Impuestos Internos)` immediately, press the :guilabel:`Send now" +" to SII` button." +msgstr "" +"The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" +" action that runs every day at night. To get a response from the :abbr:`SII " +"(Servicio de Impuestos Internos)` immediately, press the :guilabel:`Send now" +" to SII` button." + #: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" -"The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" -" action that runs every day at night. To get a response from the :abbr:`SII " -"(Servicio de Impuestos Internos)` immediately, press the :guilabel:`Send now" -" to SII` button." +"Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " +"follows the same process." msgstr "" -"The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" -" action that runs every day at night. To get a response from the :abbr:`SII " -"(Servicio de Impuestos Internos)` immediately, press the :guilabel:`Send now" -" to SII` button." +"Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " +"follows the same process." #: ../../content/applications/finance/fiscal_localizations/chile.rst:900 -msgid "" -"Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " -"follows the same process." -msgstr "" -"Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " -"follows the same process." - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 msgid "Electronic export of goods" msgstr "Electronic export of goods" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -24737,7 +26925,7 @@ msgstr "" ":guilabel:`Install` on the module :guilabel:`Electronic Exports of Goods for" " Chile`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." @@ -24745,7 +26933,7 @@ msgstr "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -24761,7 +26949,7 @@ msgstr "" "documentation ` to check the details on how to " "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " @@ -24771,7 +26959,7 @@ msgstr "" "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "Contact configurations" @@ -24779,11 +26967,11 @@ msgstr "Contact configurations" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "Taxpayer Type needed for the Electronic Exports of Goods module." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "Chilean customs" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -24797,11 +26985,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "Chilean customs fields." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "PDF report" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -24817,11 +27005,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "PDF report section for the Electronic Exports of Goods PDF Report." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -24832,32 +27020,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -24870,20 +27058,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -24896,12 +27084,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -24912,7 +27100,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -24924,31 +27112,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -24960,31 +27148,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -24992,23 +27180,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -25016,7 +27204,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -25029,21 +27217,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -25054,17 +27242,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -25075,7 +27263,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -25083,11 +27271,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -25099,19 +27287,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "Electronic invoices" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -25123,18 +27311,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "البضاعة المرجعة " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -25146,7 +27334,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -25156,24 +27344,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "Balance tributario de 8 columnas" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -25185,7 +27373,7 @@ msgstr "" "level of profit or loss that the business had within the evaluated period of" " time." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -25203,11 +27391,11 @@ msgstr "Location of the Reporte Balance Tributario de 8 Columnas." msgid "Chilean Fiscal Balance (8 Columns)." msgstr "Chilean Fiscal Balance (8 Columns)." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "Propuesta F29" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -25221,7 +27409,7 @@ msgstr "" "Register (RV). Its purpose is to support the transactions related to VAT, " "improving its control and declaration." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." @@ -25229,7 +27417,7 @@ msgstr "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -25243,7 +27431,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "Location of the Propuesta F29 (CL) Report." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -25257,7 +27445,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "Default PPM and Proportional Factor for the Propuesta F29 Report." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -27856,8 +30044,8 @@ msgstr "هذه الأكواد سرية ويجب تخزينها بأمان. " #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "التهيئة في أودو " @@ -29665,7 +31853,6 @@ msgstr "" "section." #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -37359,11 +39546,8 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" -"The same process above can also be done for a *single* vendor :doc:`payment " -"<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 msgid "" @@ -38120,16 +40304,12 @@ msgid "Spain" msgstr "إسبانيا " #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" -msgstr "Spanish Chart of Accounts" +msgid "Spanish chart of accounts" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 msgid "PGCE PYMEs 2008" @@ -38145,15 +40325,12 @@ msgstr "PGCE Entitades" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." @@ -38161,30 +40338,46 @@ msgstr "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "Spanish Accounting Reports" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 msgid "Tax Report (Modelo 111)" msgstr "Tax Report (Modelo 111)" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 msgid "Tax Report (Modelo 115)" msgstr "Tax Report (Modelo 115)" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "Tax Report (Modelo 303)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "سويسرا" @@ -38441,17 +40634,6 @@ msgstr "7.7% achat" msgid "TVA 7.7%" msgstr "TVA 7.7%" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "المشتريات" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -39206,10 +41388,6 @@ msgstr "" "المركزي افتراضياً. يتوفر العديد من مقدمي الخدمة الآخرين تحت حقل " ":guilabel:`الخدمة`. " -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "كشوف المرتبات " - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -39762,6 +41940,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "أودو" @@ -39769,6 +41948,7 @@ msgstr "أودو" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -39793,7 +41973,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -40361,10 +42540,10 @@ msgstr ":ref:`payment_providers/add_new`" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -40783,8 +42962,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -41434,17 +43613,26 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -41456,12 +43644,16 @@ msgid "" "`Mollie `_ is an online payments platform " "established in the Netherlands." msgstr "" +"`Mollie `_ is an online payments platform " +"established in the Netherlands." #: ../../content/applications/finance/payment_providers/mollie.rst:16 msgid "" "Odoo needs your **API Credentials** to connect with your Mollie account, " "which comprise:" msgstr "" +"Odoo needs your **API Credentials** to connect with your Mollie account, " +"which comprise:" #: ../../content/applications/finance/payment_providers/mollie.rst:18 msgid "" @@ -41474,6 +43666,8 @@ msgid "" "You can copy your credentials from your Mollie account, and paste them in " "the related fields under the **Credentials** tab." msgstr "" +"You can copy your credentials from your Mollie account, and paste them in " +"the related fields under the **Credentials** tab." #: ../../content/applications/finance/payment_providers/mollie.rst:23 msgid "" @@ -41481,6 +43675,9 @@ msgid "" ":menuselection:`Developers --> API keys`, and copy your Test or Live **API " "Key**." msgstr "" +"To retrieve your API key, log into your Mollie account, go to " +":menuselection:`Developers --> API keys`, and copy your Test or Live **API " +"Key**." #: ../../content/applications/finance/payment_providers/mollie.rst:27 msgid "" @@ -41488,6 +43685,9 @@ msgid "" "**State** to *Test Mode*. We recommend doing this on a test Odoo database, " "rather than on your main database." msgstr "" +"If you are trying Mollie as a test, with the Test API key, change the " +"**State** to *Test Mode*. We recommend doing this on a test Odoo database, " +"rather than on your main database." #: ../../content/applications/finance/payment_providers/ogone.rst:3 msgid "Ogone" @@ -41946,30 +44146,37 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " "saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -42581,11 +44788,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "القوالب " -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -42594,7 +44814,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -42604,40 +44824,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "الأدوار" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -42648,11 +44869,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -42660,29 +44881,34 @@ msgid "" "authentication options require :ref:`credits `. If you " "do not have any credits left, the authentication steps will be skipped." msgstr "" +"As the owner of a document, you may request an :guilabel:`Extra " +"Authentication Step` through :ref:`SMS verification ` or via " +":ref:`Itsme® ` (available in Belgium and the Netherlands). Both " +"authentication options require :ref:`credits `. If you " +"do not have any credits left, the authentication steps will be skipped." -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -42690,7 +44916,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -42698,7 +44924,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -42710,28 +44936,31 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" -msgstr "" +msgstr "Itsme®" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" +"Itsme® authentication can be used to allow signatories to provide their " +"identity using itsme®. This feature is only available in **Belgium** and the" +" **Netherlands**." -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -42739,8 +44968,13 @@ msgid "" "Roles`. Click in the :guilabel:`Extra Authentication Step` column for the " "role, and select :guilabel:`Via itsme®`." msgstr "" +"The feature can be enabled in :guilabel:`Sign Settings` and applies " +"automatically to the :guilabel:`Customer (identified with itsme®)` role. To " +"enable it for other roles, go to :menuselection:`Sign --> Configuration --> " +"Roles`. Click in the :guilabel:`Extra Authentication Step` column for the " +"role, and select :guilabel:`Via itsme®`." -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -42749,21 +44983,25 @@ msgstr "" #: ../../content/applications/finance/sign.rst-1 msgid "select customer identified with itsme®" -msgstr "" +msgstr "select customer identified with itsme®" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " "Document`, triggering a :guilabel:`Final verification` page where " "authentication via itsme® is required." msgstr "" +"Upon signing the document, the signer completes the :guilabel:`Signature` " +"field and proceeds by clicking on :guilabel:`Validate & Send Completed " +"Document`, triggering a :guilabel:`Final verification` page where " +"authentication via itsme® is required." -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -42772,7 +45010,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -42783,76 +45021,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" -msgstr "" +msgstr "أنواع الحقول " -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -42860,20 +45099,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -42881,33 +45120,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -42915,19 +45154,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -42937,7 +45176,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/ar/LC_MESSAGES/inventory_and_mrp.po b/locale/ar/LC_MESSAGES/inventory_and_mrp.po index fd75d4210..290713482 100644 --- a/locale/ar/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/ar/LC_MESSAGES/inventory_and_mrp.po @@ -6,17 +6,17 @@ # Translators: # Mustafa Rawi , 2023 # Martin Trigaux, 2023 -# Wil Odoo, 2023 # Malaz Abuidris , 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Malaz Abuidris , 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -52,52 +52,269 @@ msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" +msgid "Apply inventory adjustments with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 @@ -997,6 +1214,9 @@ msgstr "رقم الدفعة " #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1026,6 +1246,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1336,141 +1557,661 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "الإيصالات" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "أوامر التوصيل" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "تحويلات داخلية " - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" +msgid "Create and process transfers with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 @@ -2905,80 +3646,170 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" +msgid "Difference between lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "المقدمة" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" -msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" +msgstr ":doc:`lots`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 -msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr ":doc:`serial_numbers`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" -msgstr ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "قابلة التتبع " + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 msgid "Expiration dates" @@ -3487,17 +4318,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3507,10 +4327,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3625,23 +4441,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3649,13 +4465,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3664,7 +4480,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3677,7 +4493,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3685,19 +4501,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3709,7 +4525,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3717,7 +4533,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3732,13 +4548,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -3747,51 +4563,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -3801,14 +4617,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -3816,7 +4632,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -3825,13 +4641,13 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -3843,7 +4659,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -3852,38 +4668,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -3893,7 +4709,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -3905,39 +4721,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -3945,7 +4761,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -3955,12 +4771,9 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 msgid "Use serial numbers to track products" @@ -4483,6 +5296,12 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -4843,7 +5662,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "" @@ -6099,7 +6918,7 @@ msgstr "استلام البضاعة مباشرة (خطوة واحدة)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "" @@ -6114,7 +6933,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6176,11 +6995,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "توصيل البضاعة مباشرة (خطوة واحدة) " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6189,7 +7008,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6200,7 +7019,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6211,12 +7030,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6226,7 +7045,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6562,49 +7381,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6618,7 +7445,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6627,7 +7454,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6636,7 +7463,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6647,7 +7474,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6660,11 +7487,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -6673,7 +7500,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -6688,11 +7515,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -6700,7 +7527,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8472,6 +9299,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "سير العمل" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -8605,6 +9599,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9137,6 +10132,624 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr ":doc:`../inventory_management/count_products`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "2" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "1" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "تاريخ انتهاء الصلاحية " + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -9586,44 +11199,102 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "بناءً على" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -9632,633 +11303,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" +msgstr "أقرب موقع " + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "" +msgid "Least Packages" +msgstr "أقل عدد ممكن من الطرود " #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "أرقام الدفعات والأرقام التسلسلية " + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "الطرود " + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "أقرب موقع " - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -10714,10 +11957,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "الطرود " - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12122,20 +13361,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12144,14 +13383,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -15095,8 +16334,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -15105,53 +16345,320 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 @@ -15747,10 +17254,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "قابلة التتبع " - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/ar/LC_MESSAGES/sales.po b/locale/ar/LC_MESSAGES/sales.po index 7ba4190e0..f94715624 100644 --- a/locale/ar/LC_MESSAGES/sales.po +++ b/locale/ar/LC_MESSAGES/sales.po @@ -5,17 +5,17 @@ # # Translators: # Mustafa Rawi , 2023 -# Wil Odoo, 2023 # Malaz Abuidris , 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Malaz Abuidris , 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -54,19 +54,12 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -91,80 +84,200 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "التهيئة " -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 -msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 +msgid "" +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 @@ -467,6 +580,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "التسعير" @@ -6917,14 +7031,16 @@ msgid "Rental" msgstr "تأجير " #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" #: ../../content/applications/sales/rental.rst:11 @@ -6936,143 +7052,507 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "تسعير التأجير " +msgid "Dashboard" +msgstr "" -#: ../../content/applications/sales/rental.rst:22 +#: ../../content/applications/sales/rental.rst:19 msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" #: ../../content/applications/sales/rental.rst:37 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "الإعدادات" + +#: ../../content/applications/sales/rental.rst:39 msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." msgstr "" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "" - -#: ../../content/applications/sales/rental.rst:44 -msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:46 -msgid "Only one price line is used." -msgstr "" - -#: ../../content/applications/sales/rental.rst:47 -msgid "The cheapest line is selected." +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." msgstr "" #: ../../content/applications/sales/rental.rst:50 -msgid "Consider the following rental pricing configuration for a product:" +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." msgstr "" #: ../../content/applications/sales/rental.rst:52 -msgid "1 day: $100" -msgstr "" - -#: ../../content/applications/sales/rental.rst:53 -msgid "3 days: $250" +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." msgstr "" #: ../../content/applications/sales/rental.rst:54 -msgid "1 week: $500" +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "الحجوزات" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 +msgid "Only one price line is used." +msgstr "" + +#: ../../content/applications/sales/rental.rst:125 +msgid "The cheapest line is selected." +msgstr "" + +#: ../../content/applications/sales/rental.rst:128 +msgid "Consider the following rental pricing configuration for a product:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:130 +msgid "1 day: $100" +msgstr "" + +#: ../../content/applications/sales/rental.rst:131 +msgid "3 days: $250" +msgstr "" + +#: ../../content/applications/sales/rental.rst:132 +msgid "1 week: $500" +msgstr "" + +#: ../../content/applications/sales/rental.rst:134 +msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" msgstr "" -#: ../../content/applications/sales/rental.rst:96 +#: ../../content/applications/sales/rental.rst:252 msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." msgstr "" #: ../../content/applications/sales/sales.rst:10 @@ -7091,285 +7571,339 @@ msgid "Amazon Connector" msgstr "موصل شحن Amazon " #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" +msgid "Amazon Connector features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" +msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" +msgid "The Amazon Connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" +msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" +msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" +msgid "gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "**Shipping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "الرسوم " - #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "**Gift Wrapping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" +msgid "Synchronize unshipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" +msgid "**Shipping**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "**Gift Wrapping**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" +msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" +msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -7382,121 +7916,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" @@ -7725,7 +8343,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "" @@ -7780,137 +8397,1267 @@ msgstr "" msgid "eBay Connector" msgstr "موصل eBay" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 +msgid "" +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" +msgid "Listing without variation" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" +msgid "eBay connector setup" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" +msgid "Overview" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" +msgid "eBay - Odoo linked fields" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 -msgid "Accept account deletion notifications" +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "المدة" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "الدولة" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "الرمز " + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "أودو" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 +msgid "Accept account deletion notifications" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -7918,154 +9665,181 @@ msgid "" "request and take further action if necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "" @@ -10979,12 +12753,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "الإعدادات" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -12156,311 +13924,767 @@ msgid "Manage your products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" +msgid "Import products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" +msgid "" +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 -msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" +msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 -msgid "" -"Go to the `Google Cloud Platform API & Services " -"`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"Go to the `Google Cloud Platform API & Services " +"`_ page to generate Google Custom " +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 +msgid "" +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" +msgid "API & Services page on Google Cloud Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" +msgid "The API key created pop-up window that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "أودو" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 +msgid "" +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 -msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -13582,7 +15806,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -13713,7 +15937,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -13730,7 +15954,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -13761,7 +15985,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -13782,7 +16006,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -14608,41 +16832,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -14650,12 +16852,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -14664,37 +16871,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -14703,25 +16947,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -14729,19 +16969,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -14750,13 +16990,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -14764,24 +17004,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -14789,7 +17029,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -14800,7 +17040,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -14808,136 +17048,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -14947,7 +17114,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -14958,6 +17125,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "الاشتراكات" @@ -15220,25 +17408,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr ":doc:`المنتجات` " @@ -15973,113 +18161,140 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" +msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 @@ -16281,114 +18496,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" +msgid "Activation of the discount option in Odoo Sales." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 +#: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" diff --git a/locale/ar/LC_MESSAGES/websites.po b/locale/ar/LC_MESSAGES/websites.po index b5224a95d..d76c9174c 100644 --- a/locale/ar/LC_MESSAGES/websites.po +++ b/locale/ar/LC_MESSAGES/websites.po @@ -5,17 +5,17 @@ # # Translators: # Martin Trigaux, 2023 -# Malaz Abuidris , 2023 -# Wil Odoo, 2023 +# Malaz Abuidris , 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -27,6 +27,278 @@ msgstr "" msgid "Websites" msgstr "المواقع الإلكترونية " +#: ../../content/applications/websites/blog.rst:3 +msgid "Blog" +msgstr "المدونة" + +#: ../../content/applications/websites/blog.rst:5 +msgid "" +"**Odoo Blog** allows you to create and manage blog posts on your website to " +"engage your audience and build a community." +msgstr "" + +#: ../../content/applications/websites/blog.rst:9 +msgid "" +"If the Blog module is not yet installed, click :guilabel:`+New` on the " +"website builder, select :guilabel:`Blog Post`, and click " +":guilabel:`Install`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:13 +msgid "Creating a blog" +msgstr "" + +#: ../../content/applications/websites/blog.rst:15 +msgid "" +"To create or edit a blog, go to :menuselection:`Website --> Configuration " +"--> Blogs: Blogs`. Click :guilabel:`New`, and enter the :guilabel:`Blog " +"Name` and the :guilabel:`Blog Subtitle`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:18 +msgid "" +"The :guilabel:`Blog` menu item is added to your website's menu the first " +"time you create a blog and gathers all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:22 +msgid "Adding a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:24 +msgid "" +"Go to your website, click :guilabel:`+New` in the top-right corner, and " +"select :guilabel:`Blog Post`. In the pop-up, **select the blog** where the " +"post should appear, write the post's :guilabel:`Title`, and " +":guilabel:`Save`. You can then write the post's content and customize the " +"page using the website builder." +msgstr "" + +#: ../../content/applications/websites/blog.rst:30 +msgid "" +"Illustrate your articles with copyright-free images from :doc:`Unsplash " +"`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:32 +msgid "Type `/` in the text editor to format and add elements to your text." +msgstr "" + +#: ../../content/applications/websites/blog.rst:35 +msgid "" +"Don't forget to toggle the :guilabel:`Unpublished` switch in the top-right " +"corner to publish your post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:39 +msgid "Using tags" +msgstr "" + +#: ../../content/applications/websites/blog.rst:41 +msgid "" +"Tags let visitors filter all posts sharing the same tag. By default, they " +"are displayed at the bottom of posts, but can also be displayed on the " +"blog's main page. To do so, click :menuselection:`Edit --> Customize` and " +"enable the :guilabel:`Sidebar`. By default, the sidebar's :guilabel:`Tags " +"List` is enabled." +msgstr "" + +#: ../../content/applications/websites/blog.rst:46 +msgid "" +"To create a tag, go to :menuselection:`Website --> Configuration --> Blogs: " +"Tags` and click :guilabel:`New`. Fill in the:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:49 +msgid ":guilabel:`Name`" +msgstr ":guilabel:`Name`" + +#: ../../content/applications/websites/blog.rst:50 +msgid "" +":guilabel:`Category`: tag categories let you group tags displayed on the " +"sidebar by theme." +msgstr "" + +#: ../../content/applications/websites/blog.rst:51 +msgid "" +":guilabel:`Used in`: to apply the tag to existing blog posts, click " +":guilabel:`Add a line`, select the posts, and click :guilabel:`Select`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:54 +msgid "" +"You can add and create tags directly from posts by clicking " +":menuselection:`Edit --> Customize` and select the post's cover. Under " +":guilabel:`Tags`, click :guilabel:`Choose a record...`, and select or create" +" a tag." +msgstr "" + +#: ../../content/applications/websites/blog.rst-1 +msgid "Adding a tag to a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:62 +msgid "" +"To manage tag categories, go to :menuselection:`Website --> Configuration " +"--> Blogs: Tag Categories`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:66 +msgid "Customizing blog homepages" +msgstr "" + +#: ../../content/applications/websites/blog.rst:68 +msgid "" +"Customize the content of blog homepages by opening a blog homepage and " +"clicking :menuselection:`Edit --> Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:72 +msgid "Settings apply to **all** blogs homepages." +msgstr "" + +#: ../../content/applications/websites/blog.rst:74 +msgid "" +":guilabel:`Top Banner`: :guilabel:`Name/Latest Post` displays the title of " +"the latest post on the top banner, while :guilabel:`Drop Zone for Building " +"Blocks` removes the top banner and lets you use any building block instead." +msgstr "" + +#: ../../content/applications/websites/blog.rst:78 +msgid "" +":guilabel:`Layout`: organizes posts as a :guilabel:`Grid` or " +":guilabel:`List`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:80 +msgid ":guilabel:`Cards`: adds a *card* effect." +msgstr "" + +#: ../../content/applications/websites/blog.rst:81 +msgid ":guilabel:`Increase Readability`: improves the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:83 +msgid "" +":guilabel:`Sidebar`: displays a sidebar containing an :guilabel:`About us` " +"section." +msgstr "" + +#: ../../content/applications/websites/blog.rst:85 +msgid "" +":guilabel:`Archives`: allows visitors to select a month and filter all posts" +" created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:87 +msgid "" +":guilabel:`Follow Us`: displays links to your social media networks. They " +"can be configured using the Social Media building block somewhere on your " +"website." +msgstr "" + +#: ../../content/applications/websites/blog.rst:89 +msgid "" +":guilabel:`Tags List`: displays all tags related to a blog. Visitors can " +"select a tag to filter all related posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:92 +msgid "" +":guilabel:`Posts List`: :guilabel:`Cover` displays the posts' images, and " +":guilabel:`No Cover` hides them." +msgstr "" + +#: ../../content/applications/websites/blog.rst:95 +msgid ":guilabel:`Author`: displays the posts' authors." +msgstr "" + +#: ../../content/applications/websites/blog.rst:96 +msgid "" +":guilabel:`Comments/Views Stats`: displays the posts' number of comments and" +" views." +msgstr "" + +#: ../../content/applications/websites/blog.rst:97 +msgid "" +":guilabel:`Teaser & Tags`: displays the posts' first sentences and tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:100 +msgid "Customizing blog posts" +msgstr "" + +#: ../../content/applications/websites/blog.rst:102 +msgid "" +"Customize posts by opening a blog post and clicking :menuselection:`Edit -->" +" Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:105 +msgid "Settings apply to **all** posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:107 +msgid "" +":guilabel:`Layout`: :guilabel:`Title Inside Cover` displays the title inside" +" the cover image, and :guilabel:`Title above Cover` displays it above." +msgstr "" + +#: ../../content/applications/websites/blog.rst:110 +msgid ":guilabel:`Increase Readability`: increases the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:112 +msgid "" +":guilabel:`Sidebar`: displays the :guilabel:`Sidebar` and additional " +"options:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:114 +msgid "" +":guilabel:`Archive`: allows visitors to select a month and filter all posts " +"created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:116 +msgid ":guilabel:`Author`: displays the post's author and creation date." +msgstr "" + +#: ../../content/applications/websites/blog.rst:117 +msgid ":guilabel:`Blog List`: displays links to all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:118 +msgid "" +":guilabel:`Share Links`: displays share buttons to several social networks." +msgstr "" + +#: ../../content/applications/websites/blog.rst:119 +msgid ":guilabel:`Tags`: displays the post's tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:121 +msgid ":guilabel:`Breadcrumb`: displays the path to the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:123 +msgid "" +":guilabel:`Bottom`: :guilabel:`Next Article` displays the next post at the " +"bottom, and :guilabel:`Comments` enable visitors to comment on the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:126 +msgid "" +":guilabel:`Select To Tweet`: visitors are offered to tweet the text they " +"select." +msgstr "" + +#: ../../content/applications/websites/blog.rst:129 +msgid "" +"Use :ref:`Plausible ` to keep track of the " +"traffic on your blog." +msgstr "" + #: ../../content/applications/websites/ecommerce.rst:8 msgid "eCommerce" msgstr "المتجر الإلكتروني" @@ -4179,22 +4451,21 @@ msgid "" "In order to track the geographical location of visitors, :guilabel:`GeoIP` " "must be installed on the database. While this feature is installed by " "default on *Odoo Online*, *On-Premise* databases will require additional " -":doc:`setup steps `." +":doc:`setup steps `." msgstr "" -#: ../../content/applications/websites/livechat.rst:191 +#: ../../content/applications/websites/livechat.rst:190 msgid "Widget" msgstr "أداة ذكية " -#: ../../content/applications/websites/livechat.rst:193 +#: ../../content/applications/websites/livechat.rst:192 msgid "" "The :guilabel:`Widget` tab on the live chat channel details form provides " "the shortcode for an embeddable website widget. This code can be added to a " "website to provide access to a live chat window." msgstr "" -#: ../../content/applications/websites/livechat.rst:197 +#: ../../content/applications/websites/livechat.rst:196 msgid "" "The live chat widget can be added to websites created through Odoo by " "navigating to the :menuselection:`Website --> Configuration --> Settings`. " @@ -4202,14 +4473,14 @@ msgid "" "add to the site. Click :guilabel:`Save` to apply." msgstr "" -#: ../../content/applications/websites/livechat.rst:201 +#: ../../content/applications/websites/livechat.rst:200 msgid "" "To add the widget to a website created on a third-party platform, click the " "first :guilabel:`COPY` button on the :guilabel:`Widget` tab and paste the " "code into the `` tag on the site." msgstr "" -#: ../../content/applications/websites/livechat.rst:204 +#: ../../content/applications/websites/livechat.rst:203 msgid "" "Likewise, to send a live chat session to a customer, click the second " ":guilabel:`COPY` button on the :guilabel:`Widget` tab. This link can be sent" @@ -4221,29 +4492,29 @@ msgstr "" msgid "View of the widget tab for Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat.rst:213 +#: ../../content/applications/websites/livechat.rst:212 msgid "Participate in a conversation" msgstr "" -#: ../../content/applications/websites/livechat.rst:215 +#: ../../content/applications/websites/livechat.rst:214 msgid "" "As explained above, *operators* are the users who will respond to live chat " "requests from customers. The information below outlines the necessary steps " "for operators participating in live chat conversations on an Odoo database." msgstr "" -#: ../../content/applications/websites/livechat.rst:220 +#: ../../content/applications/websites/livechat.rst:219 msgid "Set an online chat name" msgstr "" -#: ../../content/applications/websites/livechat.rst:222 +#: ../../content/applications/websites/livechat.rst:221 msgid "" "Before participating in a live chat, operators should update their *Online " "Chat Name*. This is the name that will be displayed to site visitors in the " "live chat conversation." msgstr "" -#: ../../content/applications/websites/livechat.rst:225 +#: ../../content/applications/websites/livechat.rst:224 msgid "" "To update the :guilabel:`Online Chat Name`, click on the user name in the " "upper-right corner of any page in the database. Select :guilabel:`My " @@ -4256,13 +4527,13 @@ msgstr "" msgid "View of the My Profile option in Odoo." msgstr "" -#: ../../content/applications/websites/livechat.rst:234 +#: ../../content/applications/websites/livechat.rst:233 msgid "" "If a users :guilabel:`Online Chat Name` is not set, the name displayed will " "default to the :guilabel:`User Name`." msgstr "" -#: ../../content/applications/websites/livechat.rst:238 +#: ../../content/applications/websites/livechat.rst:237 msgid "" "A user has their full name as their :guilabel:`User Name`, but they do not " "want to include their last name in a live chat conversation. They would then" @@ -4273,18 +4544,18 @@ msgstr "" msgid "View of user profile in Odoo, emphasizing the Online Chat name field." msgstr "" -#: ../../content/applications/websites/livechat.rst:247 +#: ../../content/applications/websites/livechat.rst:246 msgid "Join or leave a channel" msgstr "" -#: ../../content/applications/websites/livechat.rst:249 +#: ../../content/applications/websites/livechat.rst:248 msgid "" "To join a live chat channel, go to the :menuselection:`Live Chat` app and " "click the :guilabel:`JOIN` button on the kanban card for the appropriate " "channel." msgstr "" -#: ../../content/applications/websites/livechat.rst:252 +#: ../../content/applications/websites/livechat.rst:251 msgid "" "Any channel where the user is currently active will show a :guilabel:`LEAVE`" " button. Click this button to disconnect from the channel." @@ -4295,18 +4566,18 @@ msgid "" "View of a channel form and the option to join a channel for Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat.rst:260 +#: ../../content/applications/websites/livechat.rst:259 msgid "" "*Operators* that do not show any activity in Odoo for more than thirty " "minutes will be considered disconnected, and subsequently removed from the " "channel." msgstr "" -#: ../../content/applications/websites/livechat.rst:264 +#: ../../content/applications/websites/livechat.rst:263 msgid "Manage live chat requests" msgstr "" -#: ../../content/applications/websites/livechat.rst:266 +#: ../../content/applications/websites/livechat.rst:265 msgid "" "When an operator is active in a channel, chat windows will open in the " "bottom right corner of the screen, no matter where they are in the database." @@ -4314,7 +4585,7 @@ msgid "" "location." msgstr "" -#: ../../content/applications/websites/livechat.rst:271 +#: ../../content/applications/websites/livechat.rst:270 msgid "" "Conversations can also be accessed by clicking the :guilabel:`Conversations`" " icon in the menu bar." @@ -4324,7 +4595,7 @@ msgstr "" msgid "View of the menu bar in Odoo emphasizing the conversations icon." msgstr "" -#: ../../content/applications/websites/livechat.rst:278 +#: ../../content/applications/websites/livechat.rst:277 msgid "" "Live chat conversations can also be viewed by navigating to " ":menuselection:`Dashboard --> Discuss`. New conversations will appear in " @@ -4337,20 +4608,20 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/websites/livechat.rst:285 +#: ../../content/applications/websites/livechat.rst:284 msgid "" "Click on a conversation in the left panel to select it. This will open the " "conversation. From this view, an operator can participate in the chat the " "same as they would in the normal chat window." msgstr "" -#: ../../content/applications/websites/livechat.rst:289 +#: ../../content/applications/websites/livechat.rst:288 msgid "" ":doc:`Get Started with Discuss " "`" msgstr "" -#: ../../content/applications/websites/livechat.rst:290 +#: ../../content/applications/websites/livechat.rst:289 msgid ":doc:`/applications/websites/livechat/responses`" msgstr "" @@ -5386,6 +5657,123 @@ msgid "" "beautiful websites that convert visitors into leads or revenues." msgstr "" +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:3 +msgid "Address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:5 +msgid "" +"You can use the Google Places API on your website to ensure that your users'" +" delivery addresses exist and are understood by the carrier. The Google " +"Places API allows developers to access detailed information about places " +"using HTTP requests. The autocompletion predicts a list of places when the " +"user starts typing the address." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Address autocomplete example" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:13 +msgid "" +"`Google Maps Platform `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:14 +msgid "" +"`Google Developers Documentation: Google Places API " +"`_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:18 +msgid "" +"To do so, go to :menuselection:`Website --> Configuration --> Settings` and " +"enable :guilabel:`Address Autocomplete` in the :guilabel:`SEO` section." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Enable address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:24 +msgid "" +"Insert your :guilabel:`Google Places API key` in the :guilabel:`API Key` " +"field. If you don't have one, create yours on the `Google Cloud Console " +"`_ and follow these steps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:28 +msgid "Step 1: Enable the Google Places API" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:30 +msgid "**Create a New Project:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:32 +msgid "" +"To enable the **Google Places API**, you first need to create a project. To " +"do so, click :guilabel:`Select a project` in the top left corner, " +":guilabel:`New Project`, and follow the prompts to set up your project." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:34 +msgid "**Enable the Google Places API:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:36 +msgid "" +"Go to the :guilabel:`Enabled APIs & Services` and click :guilabel:`+ ENABLE " +"APIS AND SERVICES.` Search for :guilabel:`\"Places API\"` and select it. " +"Click on the :guilabel:`\"Enable\"` button." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:39 +msgid "" +"Google's pricing depends on the number of requests and their complexity." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:42 +msgid "Step 2: Create API Credentials" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:44 +msgid "" +"Go to `APIs & Services --> Credentials " +"`_." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:46 +msgid "**Create credentials:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:48 +msgid "" +"To create your credentials, go to :guilabel:`Credentials`, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:50 +msgid "Restrict the API Key (Optional)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:52 +msgid "" +"For security purposes, you can restrict the usage of your API key. You can " +"go to the :guilabel:`API restrictions` section to specify which APIs your " +"key can access. For the Google Places API, you can restrict it to only allow" +" requests from specific websites or apps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:57 +msgid "Save Your API Key: Copy your API key and securely store it." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:58 +msgid "Do not share it publicly or expose it in client-side code." +msgstr "" + #: ../../content/applications/websites/website/configuration/cookies_bar.rst:3 msgid "Cookies bar" msgstr "" @@ -5808,101 +6196,6 @@ msgid "" "and select :guilabel:`Group by --> Website`." msgstr "" -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:3 -msgid "Geo IP Installation (On-Premises Database)" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:6 -msgid "Installation" -msgstr "التثبيت " - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:8 -msgid "" -"Download both the GeoLite2 City and Country `databases " -"`_. You should end up with " -"two files called :file:`GeoLite2-City.mmdb` and " -":file:`GeoLite2-Country.mmdb`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:12 -msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:19 -msgid "Restart the server" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:22 -msgid "" -"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," -" use the :option:`--geoip-city-db ` and " -":option:`--geoip-country-db ` options of the " -"Odoo command line interface. These options take the absolute path to the " -"GeoIP database file and use it as the GeoIP database. For example:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:33 -msgid ":doc:`CLI documentation `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:36 -msgid "Test GeoIP Geolocation In Odoo Website" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:38 -msgid "" -"Edit a web page to include some geo-ip information such as the country name " -"of the current request IP address. To do so:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:41 -msgid "Go to your website. Open the web page that you want to test ``GeoIP``." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:42 -msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:43 -msgid "Add the following piece of XML in the page :" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:49 -msgid "Save and refresh the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:51 -msgid "" -"Geo-ip is working if you read your country name displayed in bold in the " -"middle of the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:53 -msgid "" -"In case you read \"**geoip failure**\" instead then the geolocalization " -"failed. The common causes are:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:55 -msgid "" -"The browsing IP address is the localhost (``127.0.0.1``) or a local area " -"network one. If you don't know, you can access your website using mobile " -"data." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:57 -msgid "" -"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " -"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:59 -msgid "" -"The GeoIP database is corrupt, missing or unaccessible. In such case a " -"warning was logged in the server logs." -msgstr "" - #: ../../content/applications/websites/website/configuration/spam_protection.rst:3 msgid "Forms spam protection" msgstr "" diff --git a/locale/de/LC_MESSAGES/administration.po b/locale/de/LC_MESSAGES/administration.po index 5c57ab4c8..ba6e691de 100644 --- a/locale/de/LC_MESSAGES/administration.po +++ b/locale/de/LC_MESSAGES/administration.po @@ -11,16 +11,16 @@ # Martin Trigaux, 2023 # MIRIAM SOPHIE KELLER, 2023 # Wil Odoo, 2023 -# Larissa Manderfeld, 2023 +# Larissa Manderfeld, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" -"Last-Translator: Larissa Manderfeld, 2023\n" +"Last-Translator: Larissa Manderfeld, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1876,6 +1876,107 @@ msgstr "" "Wenn Sie keinen Zugriff auf Ihren E-Mail-Server haben/verwalten, verwenden " "Sie :ref:`Eingehende Nachrichten `." +#: ../../content/administration/install/geo_ip.rst:3 +msgid "Geo IP" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:6 +msgid "This documentation only applies to On-premise databases." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:9 +msgid "Installation" +msgstr "Installation" + +#: ../../content/administration/install/geo_ip.rst:11 +msgid "" +"Download both the GeoLite2 City and Country `databases " +"`_. You should end up with " +"two files called :file:`GeoLite2-City.mmdb` and " +":file:`GeoLite2-Country.mmdb`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:15 +msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:22 +msgid "Restart the server" +msgstr "Starten Sie den Server neu." + +#: ../../content/administration/install/geo_ip.rst:25 +msgid "" +"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," +" use the :option:`--geoip-city-db ` and " +":option:`--geoip-country-db ` options of the " +"Odoo command line interface. These options take the absolute path to the " +"GeoIP database file and use it as the GeoIP database. For example:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:36 +msgid ":doc:`CLI documentation `." +msgstr ":doc:`CLI-Dokumentation `." + +#: ../../content/administration/install/geo_ip.rst:39 +msgid "Test GeoIP geolocation in your Odoo website" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:41 +msgid "" +"Edit a web page to include some geo-ip information such as the country name " +"of the current request IP address. To do so:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:44 +msgid "Go to your website. Open the web page that you want to test ``GeoIP``." +msgstr "" +"Gehen Sie zu Ihrer Website. Öffnen Sie die Webseite, auf der Sie ``GeoIP`` " +"testen möchten." + +#: ../../content/administration/install/geo_ip.rst:45 +msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." +msgstr "Wählen Sie :menuselection:`Anpassen --> HTML/CSS/JS-Editor`." + +#: ../../content/administration/install/geo_ip.rst:46 +msgid "Add the following piece of XML in the page :" +msgstr "Fügen Sie den folgende XML-Abschnitt in die Seite ein:" + +#: ../../content/administration/install/geo_ip.rst:52 +msgid "Save and refresh the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:54 +msgid "" +"Geo-ip is working if you read your country name displayed in bold in the " +"middle of the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:56 +msgid "" +"In case you read \"**geoip failure**\" instead then the geolocalization " +"failed. The common causes are:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:58 +msgid "" +"The browsing IP address is the localhost (``127.0.0.1``) or a local area " +"network one. If you don't know, you can access your website using mobile " +"data." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:60 +msgid "" +"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " +"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:62 +msgid "" +"The GeoIP database is corrupt, missing or unaccessible. In such case a " +"warning was logged in the server logs." +msgstr "" + #: ../../content/administration/install/online.rst:3 msgid "Online" msgstr "Online" @@ -1907,8 +2008,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 #: ../../content/administration/maintain/supported_versions.rst:29 -#: ../../content/administration/upgrade.rst:92 -#: ../../content/administration/upgrade.rst:309 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "Odoo Online" @@ -3983,8 +4084,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:250 #: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade.rst:122 -#: ../../content/administration/upgrade.rst:320 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "Odoo.sh" @@ -11375,64 +11476,68 @@ msgstr "" #: ../../content/administration/upgrade.rst:42 msgid "" -"If your database contains a **custom module**, you must first upgrade its " -"source code to be compatible with the new version of Odoo **before " -"upgrading**." +"If your database contains custom modules, it cannot be upgraded until a " +"version of your custom modules is available for the target version of Odoo. " +"For customers maintaining their own custom modules, we recommend to " +"parallelize the process by :ref:`requesting an upgraded database " +"` while also :doc:`upgrading the source code " +"of your custom modules `." msgstr "" -#: ../../content/administration/upgrade.rst:49 +#: ../../content/administration/upgrade.rst:50 msgid "Upgrading in a nutshell" msgstr "" -#: ../../content/administration/upgrade.rst:51 +#: ../../content/administration/upgrade.rst:52 msgid "" "Request an upgraded test database (see :ref:`obtaining an upgraded test " "database `)." msgstr "" -#: ../../content/administration/upgrade.rst:54 +#: ../../content/administration/upgrade.rst:55 +msgid "" +"If applicable, upgrade the source code of your custom module to be " +"compatible with the new version of Odoo (see " +":doc:`/developer/howtos/upgrade_custom_db`)." +msgstr "" + +#: ../../content/administration/upgrade.rst:58 msgid "" "Thoroughly test the upgraded database (see :ref:`testing the new version of " "the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:57 +#: ../../content/administration/upgrade.rst:61 msgid "" "Report any issue encountered during the testing to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:60 -msgid "" -"(If applicable) : upgrade the source code of your custom module to be " -"compatible with the new version of Odoo." -msgstr "" - -#: ../../content/administration/upgrade.rst:63 +#: ../../content/administration/upgrade.rst:64 msgid "" "Once all issues are resolved and you are confident that the upgraded " "database can be used as your main database without any issues, plan the " "upgrade of your production database." msgstr "" -#: ../../content/administration/upgrade.rst:66 +#: ../../content/administration/upgrade.rst:67 msgid "" "Request the upgrade for the production database, rendering it unavailable " "for the time it takes to complete the process (see :ref:`upgrading the " "production database `)." msgstr "" -#: ../../content/administration/upgrade.rst:69 +#: ../../content/administration/upgrade.rst:70 msgid "" "Report any issue encountered during the upgrade to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:78 +#: ../../content/administration/upgrade.rst:76 msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:78 msgid "" "The `Upgrade page `_ is the main platform for " "requesting an upgraded database. However, depending on the hosting type, you" @@ -11441,7 +11546,7 @@ msgid "" "`_." msgstr "" -#: ../../content/administration/upgrade.rst:86 +#: ../../content/administration/upgrade.rst:84 msgid "" "The Upgrade platform follows the same `Privacy Policy " "`_ as the other Odoo.com services. Visit the " @@ -11449,13 +11554,13 @@ msgid "" "learn more about how Odoo handles your data and privacy." msgstr "" -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:92 msgid "" "Odoo Online databases can be manually upgraded via the `database manager " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:97 +#: ../../content/administration/upgrade.rst:95 msgid "" "The database manager displays all databases associated with the user's " "account. Databases not on the most recent version of Odoo display an arrow " @@ -11467,23 +11572,23 @@ msgid "" "The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:104 +#: ../../content/administration/upgrade.rst:102 msgid "" "Click the **arrow in a circle** icon to start the upgrade process. In the " "popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:106 +#: ../../content/administration/upgrade.rst:104 msgid "" "The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:107 +#: ../../content/administration/upgrade.rst:105 msgid "" "The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:108 +#: ../../content/administration/upgrade.rst:106 msgid "" "The :guilabel:`Purpose` of the upgrade, which is automatically set to " ":guilabel:`Test` for your first upgrade request" @@ -11493,7 +11598,7 @@ msgstr "" msgid "The \"Upgrade your database\" popup." msgstr "" -#: ../../content/administration/upgrade.rst:114 +#: ../../content/administration/upgrade.rst:112 msgid "" "The :guilabel:`Upgrade in progress` tag is displayed next to the database " "name until completion. Once the process succeeds, an email containing a link" @@ -11506,7 +11611,7 @@ msgstr "" msgid "Clicking the menu arrow displays the upgraded test database." msgstr "" -#: ../../content/administration/upgrade.rst:124 +#: ../../content/administration/upgrade.rst:122 msgid "" "Odoo.sh is integrated with the upgrade platform to simplify the upgrade " "process." @@ -11516,13 +11621,13 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "Odoo.sh-Projekt und Stichwörter" -#: ../../content/administration/upgrade.rst:129 +#: ../../content/administration/upgrade.rst:127 msgid "" "The **latest production daily automatic backup** is then sent to the " "`upgrade platform `_." msgstr "" -#: ../../content/administration/upgrade.rst:132 +#: ../../content/administration/upgrade.rst:130 msgid "" "Once the upgrade platform is done upgrading the backup and uploading it on " "the branch, it is put in a **special mode**: each time a **commit is " @@ -11533,7 +11638,7 @@ msgid "" "going to :file:`~/logs/upgrade.log`." msgstr "" -#: ../../content/administration/upgrade.rst:140 +#: ../../content/administration/upgrade.rst:138 msgid "" "In databases where custom modules are installed, their source code must be " "up-to-date with the target version of Odoo before the upgrade can be " @@ -11542,43 +11647,57 @@ msgid "" "platform, and the upgrade mode is exited." msgstr "" -#: ../../content/administration/upgrade.rst:152 -#: ../../content/administration/upgrade.rst:344 +#: ../../content/administration/upgrade.rst:143 +msgid "" +"Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more " +"information." +msgstr "" + +#: ../../content/administration/upgrade.rst:145 +#: ../../content/administration/upgrade.rst:341 msgid "On-premise" msgstr "" -#: ../../content/administration/upgrade.rst:154 +#: ../../content/administration/upgrade.rst:147 msgid "" "The standard upgrade process can be initiated by entering the following " "command line on the machine where the database is hosted:" msgstr "" -#: ../../content/administration/upgrade.rst:161 +#: ../../content/administration/upgrade.rst:154 msgid "" "The following command can be used to display the general help and the main " "commands:" msgstr "" -#: ../../content/administration/upgrade.rst:167 +#: ../../content/administration/upgrade.rst:160 msgid "" "An upgraded test database can also be requested via the `Upgrade page " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:171 +#: ../../content/administration/upgrade.rst:164 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. Check out the :doc:`/developer/howtos/upgrade_custom_db` page for" +" more information." +msgstr "" + +#: ../../content/administration/upgrade.rst:169 msgid "" "For security reasons, only the person who submitted the upgrade request can " "download it." msgstr "" -#: ../../content/administration/upgrade.rst:172 +#: ../../content/administration/upgrade.rst:170 msgid "" "For storage reasons, the database's copy is submitted without a filestore to" " the upgrade server. Therefore, the upgraded database does not contain the " "production filestore." msgstr "" -#: ../../content/administration/upgrade.rst:174 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " @@ -11589,15 +11708,15 @@ msgstr "" " die Tests unter denselben Bedingungen wie in der neuen Version durchgeführt" " werden können." -#: ../../content/administration/upgrade.rst:177 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "Die aktualisierte Datenbank enthält:" -#: ../../content/administration/upgrade.rst:179 +#: ../../content/administration/upgrade.rst:177 msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:180 +#: ../../content/administration/upgrade.rst:178 msgid "" "A `filestore` folder containing files extracted from in-database records " "into attachments (if there are any) and new standard Odoo files from the " @@ -11606,13 +11725,13 @@ msgid "" "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade.rst:187 +#: ../../content/administration/upgrade.rst:185 msgid "" "You can request multiple test databases if you wish to test an upgrade more " "than once." msgstr "" -#: ../../content/administration/upgrade.rst:192 +#: ../../content/administration/upgrade.rst:190 msgid "" "When an upgrade request is completed, an upgrade report is attached to the " "successful upgrade email, and it becomes available in the Discuss app for " @@ -11621,171 +11740,171 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:200 +#: ../../content/administration/upgrade.rst:198 msgid "Testing the new version of the database" msgstr "" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:200 msgid "" "It is essential to spend some time testing the upgraded test database to " "ensure that you are not stuck in your day-to-day activities by a change in " "views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade.rst:207 +#: ../../content/administration/upgrade.rst:205 msgid "" "Test databases are neutralized, and some features are disabled to prevent " "them from impacting the production database:" msgstr "" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:208 msgid "Scheduled actions are disabled." msgstr "" -#: ../../content/administration/upgrade.rst:211 +#: ../../content/administration/upgrade.rst:209 msgid "" "Outgoing mail servers are disabled by archiving the existing ones and adding" " a fake one." msgstr "" -#: ../../content/administration/upgrade.rst:212 +#: ../../content/administration/upgrade.rst:210 msgid "" "Payment providers and delivery carriers are reset to the test environment." msgstr "" -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:211 msgid "" "Bank synchronization is disabled. Should you want to test the " "synchronization, contact your bank synchronization provider to get sandbox " "credentials." msgstr "" -#: ../../content/administration/upgrade.rst:216 +#: ../../content/administration/upgrade.rst:214 msgid "" "Testing as many of your business flows as possible is strongly recommended " "to ensure they are working correctly and to get more familiar with the new " "version." msgstr "" -#: ../../content/administration/upgrade.rst:219 +#: ../../content/administration/upgrade.rst:217 msgid "Basic test checklist" msgstr "" -#: ../../content/administration/upgrade.rst:221 +#: ../../content/administration/upgrade.rst:219 msgid "" "Are there views that are deactivated in your test database but active in " "your production database?" msgstr "" -#: ../../content/administration/upgrade.rst:223 +#: ../../content/administration/upgrade.rst:221 msgid "Are your usual views still displayed correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:224 +#: ../../content/administration/upgrade.rst:222 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" -#: ../../content/administration/upgrade.rst:225 +#: ../../content/administration/upgrade.rst:223 msgid "Are your website pages working correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:226 +#: ../../content/administration/upgrade.rst:224 msgid "" "Are you able to create and modify records? (sales orders, invoices, " "purchases, users, contacts, companies, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:226 msgid "Are there any issues with your mail templates?" msgstr "" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:227 msgid "Are there any issues with saved translations?" msgstr "" -#: ../../content/administration/upgrade.rst:230 +#: ../../content/administration/upgrade.rst:228 msgid "Are your search filters still present?" msgstr "" -#: ../../content/administration/upgrade.rst:231 +#: ../../content/administration/upgrade.rst:229 msgid "Can you export your data?" msgstr "" -#: ../../content/administration/upgrade.rst:235 +#: ../../content/administration/upgrade.rst:233 msgid "" "Checking a random product in your product catalog and comparing its test and" " production data to verify everything is the same (product category, selling" " price, cost price, vendor, accounts, routes, etc.)." msgstr "" -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:236 msgid "Buying this product (Purchase app)." msgstr "" -#: ../../content/administration/upgrade.rst:239 +#: ../../content/administration/upgrade.rst:237 msgid "Confirming the reception of this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:238 msgid "" "Checking if the route to receive this product is the same in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:242 +#: ../../content/administration/upgrade.rst:240 msgid "Selling this product (Sales app) to a random customer." msgstr "" -#: ../../content/administration/upgrade.rst:243 +#: ../../content/administration/upgrade.rst:241 msgid "" "Opening your customer database (Contacts app), selecting a customer (or " "company), and checking its data." msgstr "" -#: ../../content/administration/upgrade.rst:245 +#: ../../content/administration/upgrade.rst:243 msgid "Shipping this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:246 +#: ../../content/administration/upgrade.rst:244 msgid "" "Checking if the route to ship this product is the same as in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:248 +#: ../../content/administration/upgrade.rst:246 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:249 +#: ../../content/administration/upgrade.rst:247 msgid "" "Crediting the invoice (issuing a credit note) and checking if it behaves as " "in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:251 +#: ../../content/administration/upgrade.rst:249 msgid "Checking your reports' results (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:250 msgid "" "Randomly checking your taxes, currencies, bank accounts, and fiscal year " "(Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:253 +#: ../../content/administration/upgrade.rst:251 msgid "" "Making an online order (Website apps) from the product selection in your " "shop until the checkout process and checking if everything behaves as in " "your production database." msgstr "" -#: ../../content/administration/upgrade.rst:256 +#: ../../content/administration/upgrade.rst:254 msgid "" "This list is **not** exhaustive. Extend the example to your other apps based" " on your use of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:258 +#: ../../content/administration/upgrade.rst:256 msgid "" "If you face an issue while testing your upgraded test database, you can " "request the assistance of Odoo via the `support page " @@ -11795,7 +11914,7 @@ msgid "" "database." msgstr "" -#: ../../content/administration/upgrade.rst:263 +#: ../../content/administration/upgrade.rst:261 msgid "" "You might encounter significant differences with standard views, features, " "fields, and models during testing. Those changes cannot be reverted on a " @@ -11804,39 +11923,39 @@ msgid "" "module to make it compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:269 +#: ../../content/administration/upgrade.rst:267 msgid "Do not forget to test:" msgstr "" -#: ../../content/administration/upgrade.rst:271 +#: ../../content/administration/upgrade.rst:269 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:272 +#: ../../content/administration/upgrade.rst:270 msgid "" "Workflows between different apps (online sales with eCommerce, converting a " "lead all the way to a sales order, delivery of products, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:274 +#: ../../content/administration/upgrade.rst:272 msgid "Data exports" msgstr "" -#: ../../content/administration/upgrade.rst:275 +#: ../../content/administration/upgrade.rst:273 msgid "Automated actions" msgstr "Automatisierte Aktionen" -#: ../../content/administration/upgrade.rst:276 +#: ../../content/administration/upgrade.rst:274 msgid "" "Server actions in the action menu on form views, as well as by selecting " "multiple records on list views" msgstr "" -#: ../../content/administration/upgrade.rst:282 +#: ../../content/administration/upgrade.rst:280 msgid "Upgrading the production database" msgstr "" -#: ../../content/administration/upgrade.rst:284 +#: ../../content/administration/upgrade.rst:282 msgid "" "Once the :ref:`tests ` are completed and you are " "confident that the upgraded database can be used as your main database " @@ -11845,65 +11964,65 @@ msgid "" "`support page `__." msgstr "" -#: ../../content/administration/upgrade.rst:289 +#: ../../content/administration/upgrade.rst:287 msgid "" "Your production database will be unavailable during its upgrade. Therefore, " "we recommend planning the upgrade at a time when the use of the database is " "minimal." msgstr "" -#: ../../content/administration/upgrade.rst:292 +#: ../../content/administration/upgrade.rst:290 msgid "" "As the standard upgrade scripts and your database are constantly evolving, " "it is also recommended to frequently request another upgraded test database " "to ensure that the upgrade process is still successful, especially if it " -"takes a long time to finish. Fully rehearsing the upgrade process the day " -"before upgrading the production database is also recommended." +"takes a long time to finish. **Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended.**" msgstr "" -#: ../../content/administration/upgrade.rst:298 +#: ../../content/administration/upgrade.rst:296 msgid "Going into production without first testing may lead to:" msgstr "" "Wenn Sie ohne vorherige Tests zum Produktionszweig übergehen, kann Folgendes" " geschehen:" -#: ../../content/administration/upgrade.rst:300 +#: ../../content/administration/upgrade.rst:298 msgid "Users failing to adjust to the changes and new features" msgstr "" -#: ../../content/administration/upgrade.rst:301 +#: ../../content/administration/upgrade.rst:299 msgid "" "Business interruptions (e.g., no longer having the possibility to validate " "an action)" msgstr "" -#: ../../content/administration/upgrade.rst:302 +#: ../../content/administration/upgrade.rst:300 msgid "" "Poor customer experience (e.g., an eCommerce website that does not work " "correctly)" msgstr "" -#: ../../content/administration/upgrade.rst:304 +#: ../../content/administration/upgrade.rst:302 msgid "" "The process of upgrading a production database is similar to upgrading a " "test database with a few exceptions." msgstr "" -#: ../../content/administration/upgrade.rst:311 +#: ../../content/administration/upgrade.rst:309 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "`, except for the purpose option, which must " "be set to :guilabel:`Production` instead of :guilabel:`Test`." msgstr "" -#: ../../content/administration/upgrade.rst:316 +#: ../../content/administration/upgrade.rst:314 msgid "" "Once the upgrade is requested, the database will be unavailable until the " "upgrade is finished. Once the process is completed, it is impossible to " "revert to the previous version." msgstr "" -#: ../../content/administration/upgrade.rst:322 +#: ../../content/administration/upgrade.rst:320 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "` on the :guilabel:`Production` branch." @@ -11913,7 +12032,7 @@ msgstr "" msgid "View from the upgrade tab" msgstr "Ansicht des Upgrade-Reiters" -#: ../../content/administration/upgrade.rst:328 +#: ../../content/administration/upgrade.rst:326 msgid "" "The process is **triggered as soon as a new commit is made** on the branch. " "This allows the upgrade process to be synchronized with the deployment of " @@ -11921,7 +12040,7 @@ msgid "" "the upgrade process is triggered immediately." msgstr "" -#: ../../content/administration/upgrade.rst:334 +#: ../../content/administration/upgrade.rst:332 msgid "" "The database is unavailable throughout the process. If anything goes wrong, " "the platform automatically reverts the upgrade, as it would be for a regular" @@ -11929,25 +12048,23 @@ msgid "" "created." msgstr "" -#: ../../content/administration/upgrade.rst:338 +#: ../../content/administration/upgrade.rst:336 msgid "" "The update of your custom modules must be successful to complete the entire " "upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." +":guilabel:`successful` before trying it in production. More information on " +"how to upgrade your custom modules can be found on " +":doc:`/developer/howtos/upgrade_custom_db`." msgstr "" -"Die Aktualisierung Ihrer benutzerdefinierten Module muss erfolgreich sein, " -"damit der gesamte Upgrade-Prozess abgeschlossen werden kann. Stellen Sie " -"sicher, dass der Status Ihres Staging-Upgrades :guilabel:`erfolgreich` ist, " -"bevor Sie es in der Produktion ausprobieren." -#: ../../content/administration/upgrade.rst:346 +#: ../../content/administration/upgrade.rst:343 msgid "" "The command to upgrade a database to production is similar to the one of " "upgrading a test database except for the argument `test`, which must be " "replaced by `production`:" msgstr "" -#: ../../content/administration/upgrade.rst:353 +#: ../../content/administration/upgrade.rst:350 msgid "" "An upgraded production database can also be requested via the `Upgrade page " "`_. Once the database is uploaded, any " @@ -11956,7 +12073,7 @@ msgid "" "process." msgstr "" -#: ../../content/administration/upgrade.rst:360 +#: ../../content/administration/upgrade.rst:357 msgid "" "When requesting an upgraded database for production purposes, the copy is " "submitted without a filestore. Therefore, the upgraded database filestore " @@ -11964,7 +12081,7 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:364 +#: ../../content/administration/upgrade.rst:361 msgid "" "In case of an issue with your production database, you can request the " "assistance of Odoo via the `support page " @@ -11972,11 +12089,11 @@ msgid "" "related to the upgrade in production." msgstr "" -#: ../../content/administration/upgrade.rst:372 +#: ../../content/administration/upgrade.rst:369 msgid "Service-level agreement (SLA)" msgstr "Service-Level-Agreement (SLA)" -#: ../../content/administration/upgrade.rst:374 +#: ../../content/administration/upgrade.rst:371 msgid "" "With Odoo Enterprise, upgrading a database to the most recent version of " "Odoo is **free**, including any support required to rectify potential " @@ -11986,7 +12103,7 @@ msgstr "" "von Odoo **kostenlos**, einschließlich des erforderlichen Supports zur " "Behebung möglicher Unstimmigkeiten in der aktualisierten Datenbank." -#: ../../content/administration/upgrade.rst:377 +#: ../../content/administration/upgrade.rst:374 msgid "" "Information about the upgrade services included in the Enterprise Licence is" " available in the :ref:`Odoo Enterprise Subscription Agreement `. " @@ -11997,11 +12114,11 @@ msgstr "" "diesem Abschnitt wird jedoch erläutert, welche Upgrade-Services Sie erwarten" " können." -#: ../../content/administration/upgrade.rst:382 +#: ../../content/administration/upgrade.rst:379 msgid "Upgrade services covered by the SLA" msgstr "Upgrade-Services, die durch die SLA abgedeckt sind" -#: ../../content/administration/upgrade.rst:384 +#: ../../content/administration/upgrade.rst:381 msgid "" "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " "self-hosted (On-Premise) can benefit from upgrade services at all times for:" @@ -12010,11 +12127,11 @@ msgstr "" "Odoo.sh) gehostet werden oder selbst gehostet sind (On-Premise), können " "jederzeit von den Upgrade-Services profitieren:" -#: ../../content/administration/upgrade.rst:387 +#: ../../content/administration/upgrade.rst:384 msgid "the upgrade of all **standard applications**;" msgstr "das Upgrade aller **Standardapps**;" -#: ../../content/administration/upgrade.rst:388 +#: ../../content/administration/upgrade.rst:385 msgid "" "the upgrade of all **customizations created with the Studio app**, as long " "as Studio is still installed and the respective subscription is still " @@ -12024,7 +12141,7 @@ msgstr "" "Studio ist noch installiert und das entsprechende Abonnement ist noch aktiv;" " und" -#: ../../content/administration/upgrade.rst:390 +#: ../../content/administration/upgrade.rst:387 msgid "" "the upgrade of all **developments and customizations covered by a " "maintenance of customizations subscription**." @@ -12032,7 +12149,7 @@ msgstr "" "das Upgrade aller **Entwicklungen und Anpassungen, die durch ein Abonnement " "für die Wartung von Anpassungen abgedeckt sind**." -#: ../../content/administration/upgrade.rst:393 +#: ../../content/administration/upgrade.rst:390 msgid "" "Upgrade services are limited to the technical conversion and adaptation of a" " database (standard modules and data) to make it compatible with the version" @@ -12042,22 +12159,22 @@ msgstr "" "Anpassung einer Datenbank (Standardmodule und Daten), um sie mit der Version" " kompatibel zu machen, auf die das Upgrade abzielt." -#: ../../content/administration/upgrade.rst:397 +#: ../../content/administration/upgrade.rst:394 msgid "Upgrade services not covered by the SLA" msgstr "Upgrade-Services, die nicht durch die SLA abgedeckt sind" -#: ../../content/administration/upgrade.rst:399 +#: ../../content/administration/upgrade.rst:396 msgid "The following upgrade-related services are **not** included:" msgstr "Die folgenden Upgrade-bezogenen Leistungen sind **nicht** enthalten:" -#: ../../content/administration/upgrade.rst:401 +#: ../../content/administration/upgrade.rst:398 msgid "" "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" "die **Bereinigung** bereits vorhandener Daten und Konfigurationen während " "des Upgrades;" -#: ../../content/administration/upgrade.rst:402 +#: ../../content/administration/upgrade.rst:399 msgid "" "the upgrade of **custom modules created in-house or by third parties**, " "including Odoo partners;" @@ -12065,7 +12182,7 @@ msgstr "" "das Upgrade von **benutzerdefinierten Modulen, die selbst oder von " "Dritten**, einschließlich Odoo-Partnern, erstellt wurden;" -#: ../../content/administration/upgrade.rst:403 +#: ../../content/administration/upgrade.rst:400 msgid "" "lines of **code added to standard modules**, i.e., customizations created " "outside the Studio app, code entered manually, and :ref:`automated actions " @@ -12076,16 +12193,16 @@ msgstr "" "eingegebener Code und :ref:`automatisierte Aktionen mit Python-Code " "`; und" -#: ../../content/administration/upgrade.rst:406 +#: ../../content/administration/upgrade.rst:403 msgid "**training** on using the upgraded version's features and workflows." msgstr "" "**Schulung** zur Verwendung der Funktionen und Arbeitsabläufe der " "aktualisierten Version." -#: ../../content/administration/upgrade.rst:409 +#: ../../content/administration/upgrade.rst:406 msgid ":doc:`Odoo.sh documentation `" msgstr ":doc:`Odoo.sh-Dokumentation `" -#: ../../content/administration/upgrade.rst:410 +#: ../../content/administration/upgrade.rst:407 msgid ":doc:`Supported Odoo versions `" msgstr ":doc:`Unterstützte Odoo-Versionen `" diff --git a/locale/de/LC_MESSAGES/finance.po b/locale/de/LC_MESSAGES/finance.po index 50174019d..ffa659336 100644 --- a/locale/de/LC_MESSAGES/finance.po +++ b/locale/de/LC_MESSAGES/finance.po @@ -24,7 +24,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2023\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -229,7 +229,9 @@ msgstr "" "Partnerbuch`." #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "Berichtswesen" @@ -243,7 +245,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "Finanzberichte" @@ -451,11 +453,11 @@ msgstr "" "ist. Der Gewinn- und Verlustsaldo wird automatisch im Bilanzbericht " "ausgewiesen." -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "Treuhänder" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -465,12 +467,12 @@ msgstr "" " --> Konfiguration --> Einstellungen --> Wirtschaftsprüfungsmodus` aktiviert" " werden. Wenn aktiviert:" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "" "- Die Sequenz des Dokuments wird für alle Dokumente bearbeitbar gemacht." -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" @@ -479,7 +481,7 @@ msgstr "" "automatische Erstellung von Zeilen mit dem richtigen Konto und den richtigen" " Steuern zu beschleunigen und zu kontrollieren." -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." @@ -487,7 +489,7 @@ msgstr "" ":guilabel:`Ausgangsrechnungsdatum` und :guilabel:`Eingangsrechnungsdatum` " "werden bei der Codierung einer Transaktion vorausgefüllt." -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -674,8 +676,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -686,28 +688,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -1224,14 +1231,10 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" -"Diese Verbindungsunterbrechung kann durch den Odoo-Support verursacht " -"werden. In diesem Fall wenden Sie sich bitte direkt an den `Support " -"`_ mit Ihrer Kundennummer oder der Referenz des " -"Fehlers, der im Chat aufgeführt ist." #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 msgid "Migration process for users having installed Odoo before December 2020" @@ -2385,7 +2388,7 @@ msgstr "" "Bericht über nicht realisierte Währungsgewinne/-verluste nach Berichtigung." #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "Bankabstimmung" @@ -3419,10 +3422,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "**Konto**" @@ -3438,10 +3439,8 @@ msgstr "**Fälligkeitsdatum**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -3450,10 +3449,8 @@ msgstr "**Soll**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -3489,8 +3486,8 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -3508,6 +3505,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -3523,7 +3526,7 @@ msgstr "Verkauf" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -3752,7 +3755,7 @@ msgid ":doc:`payment_terms`" msgstr ":doc:`payment_terms`" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr ":doc:`../payments`" @@ -4478,473 +4481,408 @@ msgstr "Passive Rechnungsabgrenzungen" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" -"**Passive Rechnungsabgrenzungen** oder **transitorische Passiva** sind " -"Vorauszahlungen von Kunden für Produkte, die noch nicht geliefert oder " -"Dienstleistungen, die noch nicht erbracht wurden." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -"Solche Zahlungen sind eine **Verbindlichkeit** für das Unternehmen, das sie " -"erhält, da es seinen Kunden diese Produkte oder Dienstleistungen noch " -"schuldet. Das Unternehmen kann sie nicht in der aktuellen **Gewinn- und " -"Verlustrechnung** oder der *Erfolgsrechnung* ausweisen, da die Zahlungen " -"erst in der Zukunft effektiv verdient werden." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" -"Diese zukünftigen Einnahmen müssen in der Bilanz des Unternehmens so lange " -"abgegrenzt werden, bis sie in der Gewinn- und Verlustrechnung auf einmal " -"oder über einen bestimmten Zeitraum **verbucht** werden können." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -"Nehmen wir zum Beispiel an, wir verkaufen eine fünfjährige verlängerte " -"Garantie für 350 €. Wir erhalten das Geld bereits jetzt, haben es aber noch " -"nicht verdient. Daher verbuchen wir diese neuen Einnahmen auf einem Konto " -"für abgegrenzte Einnahmen und beschließen, sie jährlich zu verbuchen. In den" -" nächsten 5 Jahren werden jedes Jahr 70 € als Einnahmen verbucht." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -"Odoo Buchhaltung behandelt passive Rechnungsabgrenzungen, indem es sie auf " -"mehrere Buchungen verteilt, die automatisch im *Entwurfsmodus* erstellt und " -"dann periodisch gebucht werden." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -"Der Server prüft einmal am Tag, ob ein Posten gebucht werden muss. Es kann " -"dann bis zu 24 Stunden dauern, bis Sie eine Änderung von *Entwurf* zu " -"*Gebucht* sehen." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "Voraussetzungen" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" -"Solche Transaktionen müssen auf einem **Konto für passive " -"Rechnungsabgrenzung** gebucht werden und nicht auf dem Standard-" -"Ertragskonto." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" -msgstr "Konto für Passive Rechnungsabgrenzung konfigurieren" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -"Um Ihr Konto im **Kontenplan** zu konfigurieren, gehen Sie zu " -":menuselection:`Buchhaltung --> Konfiguration --> Kontenplan`, klicken Sie " -"auf *Neu* und füllen Sie das Formular aus." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -"Konfiguration des Kontos für passive Rechnungsabgrenzung in Odoo Buchhaltung" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -"Der Typ dieses Kontos muss entweder *Kurzfristige Verbindlichkeiten* oder " -"*Langfristige Verbindlichkeiten* sein" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" -msgstr "Ein Einkommen im richtigen Konto buchen" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "Das Konto aus einem Rechnungsentwurf auswählen" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -"Wählen Sie auf einem Rechnungsentwurf das richtige Konto für alle Produkte, " -"deren Einnahmen abgegrenzt werden müssen." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 +msgid "" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" -"Auswahl des Kontos für passive Rechnungsabgrenzung auf einem " -"Rechnungsentwurf in Odoo Buchhaltung" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" -msgstr "Für bestimmte Produkte ein anderes Ertragskonto auswählen" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" -"Beginnen Sie mit der Bearbeitung des Produkts, gehen Sie zu den Reiter " -"*Buchhaltung*, wählen Sie das richtige **Ertragskonto** und speichern Sie." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" -msgstr "Änderung des Etragskontos für ein Produkt in Odoo" +msgid "Deferred revenue report" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -"Es ist möglich, die Erstellung von Ertragsbuchungen für diese Produkte zu " -"automatisieren (siehe: `Passive Rechnungsabgrenzung automatisieren`_)." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" -msgstr "Das Konto einer gebuchten Buchungszeile ändern" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -"Öffnen Sie dazu Ihr Verkaufsjournal, indem Sie zu " -":menuselection:`Buchhaltung --> Buchhaltung --> Verkäufe` gehen, die " -"Buchungszeile auswählen, die Sie ändern möchten, auf das Konto klicken und " -"das richtige Konto auswählen." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" -"Bearbeitung des Kontos einer gebuchten Buchungszeile in Odoo Buchhaltung" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "Passive Rechnungsabgrenzungsposten" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "Neuen Eintrag erstellen" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -"Ein **Passiven Rechnungsabgrenzungsposten** erzeugt automatisch alle " -"Journalbuchungen im *Entwurfsmodus*. Sie werden dann eine nach der anderen " -"zum richtigen Zeitpunkt gebucht, bis der volle Betrag der Einnahmen verbucht" -" ist." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -"Um eine neue Buchung zu erstellen, gehen Sie zu :menuselection:`Buchhaltung " -"--> Buchhaltung --> Passive Rechnungsabgrenzung`, klicken Sie auf *Neu* und " -"füllen Sie das Formular aus." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -"Klicken Sie auf **Zugehörige Einkäufe auswählen**, um eine bestehende " -"Buchungszeile mit diesem neuen Posten zu verknüpfen. Einige Felder werden " -"dann automatisch ausgefüllt, und die Buchungszeile wird nun im Reiter " -"**Zugehörige Verkäufe** aufgeführt." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" -msgstr "Passiver Rechnungsabgrenzungsposten in Odoo Buchhaltung" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -"Sobald dies geschehen ist, können Sie auf *Ertrag berechnen* (neben der " -"Schaltfläche *Bestätigen*) klicken, um alle Werte der **Ertragsübersicht** " -"zu generieren. Diese Übersicht zeigt Ihnen alle Buchungen, die Odoo zur " -"Erkennung Ihres Ertrags vornehmen wird, und zu welchem Datum." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "Ertragsübersicht in Odoo Buchhaltung" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" -msgstr "Was bedeutet „Prorata Temporis“?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -"Die Funktion **Prorata Temporis** ist nützlich, um Ihre Einnahmen so genau " -"wie möglich zu erfassen." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 -msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 +msgid "" +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"Mit dieser Funktion wird die erste Buchung in der Ertragsübersicht auf der " -"Grundlage der Zeit berechnet, die zwischen dem *Pro-Rata-Datum* und dem " -"*Ersten Realisierungsdatum* verbleibt, anstatt der Standardzeitspanne " -"zwischen den Realisierungen." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 -msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 +msgid "" +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" -"Zum Beispiel hat die obige Ertragsübersicht ihre erste Einnahme mit einem " -"Betrag von 4,22 € und nicht 70,00 €. Folglich ist auch die letzte Buchung " -"niedriger und hat einen Betrag von 65,78 €." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "Rechnungsabgrenzungsposten aus dem Verkaufsjournal" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -"Sie können aus einer bestimmten Buchungszeile in Ihrem **Verkaufsjournal** " -"einen Rechnungsabgrenzungsposten erstellen." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"Öffnen Sie dazu Ihr Verkaufsjournal, indem Sie zu " -":menuselection:`Buchhaltung --> Buchhaltung --> Verkäufe` gehen, und wählen " -"Sie die Buchungszeile aus, die Sie abgrenzen möchten. Vergewissern Sie sich," -" dass sie auf dem richtigen Konto gebucht ist (siehe: `Das Konto einer " -"gebuchten Buchungszeile ändern`)." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" -"Klicken Sie dann auf *Aktion*, wählen Sie **Rechnungsaufgrenzungsposten " -"erstellen** und füllen Sie das Formular genauso aus, wie Sie es bei der " -"Erstellung einer neuen Buchung tun würden." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" -msgstr "" -"Rechungsabgrenzungsposten aus einer Buchungszeile in Odoo Buchhaltung " -"erstellen" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "Modelle für Passive Rechnungsabgrenzung" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -"Sie können **Modelle für Passive Rechnungsabgrenzung** erstellen, um passive" -" Rechnungsabgrenzungsposten schneller zu erfassen." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"Um ein Modell zu erstellen, gehen Sie zu :menuselection:`Buchhaltung --> " -"Konfiguration --> Modelle für Passive Rechnungsabgrenzung`, klicken Sie auf " -"*Neu* und füllen Sie das Formular genauso aus, wie Sie es für eine neue " -"Buchung tun würden." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" -"Sie können einen *bestätigten passiven Rechnungsabgrenzungsposten* auch in " -"ein Modell umwandeln, indem Sie ihn über :menuselection:`Buchhaltung --> " -"Buchhaltung --> Passive Rechnungsabgrenzung` öffnen und dann auf die " -"Schaltfläche *Modell speichern* klicken." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" -msgstr "" -"Ein Modell für Passive Rechnungsabgrenzung auf eine neue Buchung anwenden" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -"Wenn Sie einen neuen passiven Rechnungsabgrenzungsposten erstellen, füllen " -"Sie das Feld **Konto für Passive Rechnungsabgrenzung** mit dem richtigen " -"Buchungskonto aus." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -"Neue Schaltflächen mit allen Modellen, die mit diesem Konto verknüpft sind, " -"erscheinen am oberen Rand des Formulars. Wenn Sie auf eine Modell-" -"Schaltfläche klicken, wird das Formular entsprechend diesem Modell " -"ausgefüllt." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -"Schaltfläche für Modell für Passive Rechnungsabgrenzung in Odoo Buchhaltung" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" -msgstr "Passive Rechnungsabgrenzung automatisieren" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" -"Wenn Sie ein Konto erstellen oder bearbeiten, dessen Typ entweder " -"*Kurzfristige Verbindlichkeiten* oder *Langfristige Verbindlichkeiten* ist, " -"können Sie es so konfigurieren, dass die Einnahmen, die darauf " -"gutgeschrieben werden, automatisch abgegrenzt werden." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -"Sie haben drei Möglichkeiten für das Feld **Passive Rechnungsabgrenzung " -"automatisieren**:" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." -msgstr "**Nein:** Dies ist der Standardwert. Nichts passiert." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -"**Als Entwurf erstellen:** Jedes Mal, wenn eine Transaktion auf dem Konto " -"gebucht wird, wird ein Entwurf des *Passiven Rechnungsabgrenzungspostens* " -"erstellt, aber nicht validiert. Sie müssen zunächst das Formular in " -":menuselection:`Buchhaltung --> Buchhaltung --> Passive Rechnungsabgrenzung`" -" ausfüllen." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" -"**Erstellen und validieren:** Sie müssen auch ein Modell für Passive " -"Rechnungsabgrenzung auswählen (siehe: `Modelle für Passive " -"Rechnungsabgrenzung`_). Immer, wenn eine Transaktion auf dem Konto gebucht " -"wird, wird ein *Passiver Rechnungsabgrenzungsposten* erstellt und sofort " -"validiert." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "" -"Passive Rechnungsabgrenzung auf einem Konto in Odoo Buchhaltung " -"automatisieren" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" -"Sie können dieses Konto z. B. als Standard-**Ertragskonto** für ein Produkt " -"auswählen, um dessen Verkauf vollständig zu automatisieren. (siehe: `Für " -"bestimmte Produkte ein anderes Ertragskonto auswählen`_)." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr ":doc:`../get_started/chart_of_accounts`" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" -msgstr "" -"`Odoo-Akademie: Passive Rechnungsabgrenzung (Realisierung) " -"`_" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" @@ -5113,7 +5051,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -5185,48 +5123,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -5236,26 +5238,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "EPC-QR-Codes" @@ -5480,11 +5670,19 @@ msgstr "**DDP**: Geliefert verzollt" msgid ":doc:`../reporting/intrastat`" msgstr ":doc:`../reporting/intrastat`" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 msgid "Define an Incoterm" msgstr "Eine Incoterm definieren" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." @@ -5494,10 +5692,28 @@ msgstr "" ":guilabel:`Incoterm`." #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 +msgid "Incoterm location" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 +msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 msgid "Default Incoterm configuration" msgstr "Konfiguration von Standard-Incoterms" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " @@ -6750,6 +6966,7 @@ msgstr "" "Steuerperioden` gehen und die Werte aktualisieren." #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "Kontenplan" @@ -7888,7 +8105,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -8005,11 +8222,12 @@ msgstr "Kontotypen" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "Bilanz" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "Vermögensgegenstände" @@ -8114,70 +8332,64 @@ msgstr "Andere" msgid "Off-Balance Sheet" msgstr "Außerbilanziell" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "Automatisierung von Aktiva, aktiver und passiver Rechnungsabgrenzung" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`Nein`: Dies ist der Standardwert. Nichts passiert." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "Standardsteuern" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "Stichwörter" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "Kontengruppen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -8187,11 +8399,11 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "Kontengruppen manuell erstellen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -8200,7 +8412,7 @@ msgstr "" "folgende Abschnitt ist nur für seltene und fortgeschrittene Anwendungsfälle " "gedacht." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -8214,7 +8426,7 @@ msgstr "" msgid "Account groups creation." msgstr "Erstellung von Kontogruppen." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -8225,11 +8437,11 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Kontogruppen in Rohbilanz in Odoo Buchhaltung" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "Abstimmung ermöglichen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -8238,7 +8450,7 @@ msgstr "" "Zahlungsverfahrens, können für die Abstimmung von Journalbuchungen verwendet" " werden." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -8250,7 +8462,7 @@ msgstr "" "wird. Daher muss das Konto, das für die Erfassung von Kreditkartenzahlungen " "verwendet wird, so konfiguriert werden, dass es **Abstimmung ermöglicht**." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -8261,11 +8473,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "Nicht mehr verwendet" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -8273,23 +8485,23 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -8297,7 +8509,7 @@ msgstr "" "`Odoo-Tutorials: Kontenplan `_" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -9006,7 +9218,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -9320,42 +9532,30 @@ msgstr "Zahlungen" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" -"In Odoo können Zahlungen entweder automatisch mit einer Rechnung verknüpft " -"werden oder als eigenständige Datensätze zu einem späteren Zeitpunkt " -"verwendet werden." #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" -"Wenn eine Zahlung **mit einer Rechnung verknüpft** ist, verringert sie den " -"fälligen Rechnungsbetrag. Sie können mehrere Zahlungen mit der gleichen " -"Rechnung verknüpfen." #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" -"Wenn eine Zahlung **nicht mit einer Rechnung** verknüpft ist, hat der Kunde " -"ein ausstehendes Guthaben bei Ihrem Unternehmen oder Ihr Unternehmen hat " -"eine ausstehende Belastung bei einem Lieferanten. Sie können diese " -"ausstehenden Beträge verwenden, um unbezahlte Rechnungen zu reduzieren." #: ../../content/applications/finance/accounting/payments.rst:18 msgid ":doc:`Internal transfers `" msgstr ":doc:`Interne Überweisungen `" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr ":doc:`bank/reconciliation`" @@ -9373,75 +9573,40 @@ msgstr "Zahlung aus einer Ein- oder Ausgangsrechnung registrieren" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -"Wenn Sie in einer Kunden- oder Lieferantenrechnung auf :guilabel:`Zahlung " -"registrieren` klicken, wird eine neue Journalbuchung erstellt und der " -"fällige Betrag entsprechend der Höhe der Zahlung geändert. Der Gegenwert " -"wird in einem Konto für ausstehende Eingänge oder Zahlungen ausgewiesen. Zu " -"diesem Zeitpunkt wird die Kunden- oder Lieferantenrechnung als :guilabel:`In" -" Zahlung` gekennzeichnet. Wenn dann das ausstehende Konto mit einer " -"Kontoauszugszeile abgeglichen wird, wechselt die Rechnung oder " -"Lieferantenrechnung in den Status :guilabel:`Bezahlt`." -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" -"Das Informationssymbol neben der Zahlungszeile zeigt weitere Informationen " -"über die Zahlung an. Sie können zusätzliche Informationen, wie z. B. das " -"zugehörige Journal, aufrufen, indem Sie auf :guilabel:`Ansicht` klicken." #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" -msgstr "Anzeige detaillierterer Informationen einer Zahlung" - -#: ../../content/applications/finance/accounting/payments.rst:39 -msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +msgid "See detailed information of a payment." msgstr "" -"Die Kunden- oder Lieferantenrechnung sollte den Status :guilabel:`Gebucht` " -"haben, um die Zahlung zu registrieren." -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -"Wenn Sie auf :guilabel:`Zahlung registrieren` klicken, können Sie den zu " -"zahlenden Betrag auswählen und eine Teil- oder vollständige Zahlung " -"vornehmen." -#: ../../content/applications/finance/accounting/payments.rst:43 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" -"Wenn Ihr Hauptbankkonto als :ref:`Konto für offene Rechnungen " -"` eingestellt ist, und die Zahlung in Odoo " -"erfolgt (nicht in Verbindung mit einem Kontoauszug), werden Ein- und " -"Ausgangsrechnungen direkt im Status :guilabel:`Bezahlt` registriert." - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -"Wenn Sie eine Zahlung nicht abgestimmt haben, erscheint sie weiterhin in " -"Ihren Büchern, ist aber nicht mehr mit der Rechnung verknüpft." -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " @@ -9451,7 +9616,7 @@ msgstr "" "automatisch eine Journalbuchung erstellt, um den Betrag der " "Wechselkursgewinne/-verluste (Rückbuchung) zu buchen." -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" @@ -9461,113 +9626,95 @@ msgstr "" "(nicht) abstimmen, wird automatisch eine Journalbuchung erstellt, um den " "Steuerbetrag mit Ist-Versteuerung (Rückbuchung) zu buchen." -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" "Zahlungen registrieren, die nicht an eine Ein- oder Ausgangsrechnung " "gebunden sind" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -"Wenn eine neue Zahlung über das Menü :menuselection:`Kunden/Lieferanten --> " -"Zahlungen` registriert wird, ist sie nicht direkt mit einer Rechnung " -"verknüpft. Stattdessen wird das Debitoren- oder Kreditorenkonto mit dem " -"Konto für offene Rechnungen verknüpft, bis es manuell mit der zugehörigen " -"Rechnung abgeglichen wird." -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "Ein- und Ausgangsrechnungen mit Zahlungen abgleichen" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" -"Ein blaues Banner wird angezeigt, wenn Sie eine neue Ein- oder " -"Ausgangsrechnung validieren und es eine ausstehende Zahlung für diesen " -"Kunden oder Lieferanten gibt. Sie können die Ein- oder Ausgangsrechnung ganz" -" einfach abgleichen, indem Sie unter :guilabel:`Ausstehende " -"Verbindlichkeiten` oder :guilabel:`Ausstehende Forderungen` auf " -":guilabel:`HINZUFÜGEN` klicken." #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -"Zeigt die Option HINZUFÜGEN an, um eine Ein- oder Ausgangsrechnung mit einer" -" Zahlung abzustimmen" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -"Die Ein- oder Ausgangsrechnung wird nun als :guilabel:`In Zahlung` markiert," -" bis sie mit dem Kontoauszug abgestimmt ist." -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "Sammelzahlung" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -"Mit Sammelzahlungen können Sie verschiedene Zahlungen gruppieren, um die " -":doc:`Abstimmung ` zu erleichtern. Sie sind auch " -"nützlich, wenn Sie Schecks bei der Bank einreichen oder für SEPA-Zahlungen. " -"Gehen Sie dazu zu :menuselection:`Buchhaltung --> Kunden --> " -"Sammelzahlungen` oder :menuselection:`Buchhaltung --> Lieferanten --> " -"Sammelzahlungen`. In der Listenansicht der Zahlungen können Sie mehrere " -"Zahlungen auswählen und zu einem Stapel zusammenfassen, indem Sie auf " -":menuselection:`Aktion --> Sammelzahlung erstellen` klicken." -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr ":doc:`payments/batch`" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr ":doc:`payments/batch_sdd`" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "Zahlungsabgleich" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -"Das Tool zum :guilabel:`Zahlungsabgleich` öffnet alle unabgestimmten Kunden-" -" oder Lieferantenrechnungen und gibt Ihnen die Möglichkeit, diese einzeln zu" -" bearbeiten und den Abgleich aller Zahlungen und Rechnungen auf einmal " -"vorzunehmen. Sie erreichen dieses Tool über das " -":menuselection:`Buchhaltungsdashboard --> " -"Kundenrechnungen/Lieferantenrechnungen`, und klicken auf :guilabel:`⋮` und " -"wählen :guilabel:`Zahlungsabgleich`, oder indem Sie zu " -":menuselection:`Buchhaltung --> Abstimmung` gehen." -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" @@ -9578,46 +9725,56 @@ msgstr "" "entweder zu einem späteren Zeitpunkt abgestimmt werden oder direkt " "ausgebucht werden." -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "Sammelzahlungsabgleich" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" -"Um mehrere ausstehende Zahlungen oder Rechnungen für einen bestimmten Kunden" -" oder Lieferanten auf einmal abzustimmen, kann die Sammelabstimmungsfunktion" -" verwendet werden. Gehen Sie zu :menuselection:`Buchhaltung --> " -"Berichtswesen --> Überfällige Forderungen / Überfällige Verbindlichkeiten`. " -"Sie sehen nun alle Transaktionen, die noch nicht abgestimmt wurden, und wenn" -" Sie einen Kunden oder Lieferanten auswählen, wird die Option " -":guilabel:`Abstimmen` angezeigt." #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" -msgstr "Anzeige der Abstimmungsoption" +msgid "The batch payment reconcile option." +msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "Zahlungen mit Kontoauszügen abstimmen" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" -"Sobald eine Zahlung registriert wurde, hat die Ein- oder Ausgangsrechnung " -"den Status :guilabel:`In Zahlung`. Der nächste Schritt ist die Abstimmung " -"mit der entsprechenden Kontoauszugszeile, um die Transaktion abzuschließen " -"und die Rechnung als :guilabel:`Bezahlt` zu kennzeichnen." #: ../../content/applications/finance/accounting/payments/batch.rst:3 msgid "Batch payments by bank deposit" @@ -9675,11 +9832,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "Registrierung einer Kundenzahlung als Teil einer Sammeleinzahlung" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "Zahlungen zu einer Sammeleinzahlung hinzufügen" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -9695,7 +9852,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "Ausfüllen eines Formulars für eine eingehende Sammelzahlung" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -9709,13 +9866,13 @@ msgid "Selecting all payments to include in the batch deposit" msgstr "" "Auswahl aller Zahlungen, um sie in die Sammeleinzahlung einzuschließen" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" "Klicken Sie anschließend auf :guilabel:`Validieren`, um die Sammeleinzahlung" " abzuschließen." -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." @@ -9723,7 +9880,7 @@ msgstr "" "Klicken Sie auf :guilabel:`Drucken`, um eine PDF-Datei herunterzuladen, die " "Sie dem Einzahlungsbeleg beilegen können." -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -9742,7 +9899,7 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "Abstimmen der Sammelzahlung mit allen Transaktionen" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." @@ -9750,7 +9907,7 @@ msgstr "" "Wenn eine bestimmte Zahlung von der Bank nicht verarbeitet werden konnte " "oder fehlt, entfernen Sie die entsprechende Zahlung vor der Abstimmung." -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr ":doc:`batch_sdd`" @@ -10708,318 +10865,91 @@ msgstr "Interne Überweisungen" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -"In Odoo können interne Überweisungen mit wenigen Klicks durchgeführt werden." -" Sie benötigen mindestens entweder zwei Bankkonten, zwei Kassenjournale oder" -" ein Bankkonto und ein Kassenjournal." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -"Ein internes Überweisungskonto wird auf der Grundlage der Lokalisierung " -"Ihres Unternehmens und in Abhängigkeit von der Gesetzgebung Ihres Landes " -"automatisch in Ihrer Datenbank erstellt. Bei Bedarf kann das Standardkonto " -":guilabel:`Internes Überweisungskonto` geändert werden, indem Sie zur " -":menuselection:`Burchhaltungsaapp --> Konfiguration --> Einstellungen` und " -"dann zum Abschnitt :guilabel:`Standardkonten` gehen." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" -"Für interne Überweisungen werden mindestens zwei Bankkonten benötigt. Siehe " -"den Abschnitt :doc:`Bank- und Bargeldkonten <../bank>`, um zu erfahren, wie " -"Sie ein zusätzliches Bankkonto zu Ihrer Datenbank hinzufügen." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "Eine interne Überweisung von einer Bank zu einer anderen registrieren" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" -"Angenommen, Sie haben zwei Bankkonten in Ihrer Datenbank registriert und " -"möchten 1.000 USD von Bank A an Bank B überweisen." #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "Eine interne Überweisung protokollieren" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -"Klicken Sie im Buchhaltungsdashboard auf die Drop-down-Auswahlschaltfläche " -"(:guilabel:`⋮`) für eine Ihrer Banken. Klicken Sie in der Spalte " -":guilabel:`Neu` auf :guilabel:`Interne Überweisung` und geben Sie die " -"Informationen für die Überweisung ein." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "Die Informationen zu Ihrer internen Überweisung ausfüllen" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" -"Füllen Sie das Feld :guilabel:`Vermerk` für automatische Abstimmuing aus." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" -":guilabel:`Speichern` und :guilabel:`Bestätigen` Sie, um Ihre interne " -"Überweisung zu registrieren. Das Geld wird nun auf dem Überweisungskonto " -"verbucht und eine weitere Zahlung wird **automatisch** im Zieljournal (Bank " -"B) erstellt." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "Bankjournal (Bank A)" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "Konto für ausstehende Zahlungen" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "1.000 €" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "**Internes Transferkonto**" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "**1.000 €**" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" -msgstr "Automatische Buchung - Bankjournal (BANK B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" +msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "Konto für ausstehende Eingänge" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -"In Ihren beiden Bankkontenjournalen stehen noch eine ausstehende Zahlung und" -" ein ausstehender Zahlungseingang aus, da der Kontoauszug, der das Senden " -"und Empfangen des Geldes bestätigt, noch nicht gebucht wurde." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" -"Ausstehende Zahlungen/Eingänge, die auf Buchung des Kontosauszugs warten" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "Kontoauszüge verwalten und abstimmen" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -"Der nächste Schritt besteht darin, die Kontoauszüge zu buchen, um die " -"Transaktion abzuschließen, indem Sie Ihre :guilabel:`Transaktionszeilen` " -"erstellen, :doc:`Importieren <../Bank/Transaktionen>`, oder " -":doc:`Synchronisieren <../Bank/Bank_synchronisation>`. Geben Sie den " -":guilabel:`Endsaldo` ein und klicken Sie auf die Schaltfläche " -":guilabel:`Abstimmen`." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "Vor der Abstimmung auszufüllende Transaktionszeilen" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr ":doc:`../bank/reconciliation`" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" -"Wählen Sie im nächsten Fenster die Gegenbuchungen für die Zahlung aus – in " -"diesem Beispiel das Kontor für ausstehende Zahlungen – und klicken Sie dann " -"auf :guilabel:`Validieren`." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "Ihre Zahlung abstimmen" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "Bankjournalbuchung" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "Ausstehende Zahlung" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "Bankkonto (BANK A)" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" -"Die gleichen Schritte müssen Sie wiederholen, wenn Sie den Kontoauszug für " -"Bank B erhalten. Buchen Sie Ihre Kontoauszugszeilen und stimmen Sie sie ab." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "Ausstehender Eingang" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "Bankkonto (BANK B)" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "Mehrere Rechnungen auf einmal bezahlen" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" -"Odoo bietet die Möglichkeit, die Zahlungen mehrerer Rechnungen zu einer " -"einzigen zusammenzufassen und so den Abstimmungsprozess zu erleichtern." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr ":doc:`/applications/finance/accounting/bank/reconciliation`" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "Zahlungen gruppieren" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" -"Um die Zahlung mehrerer Rechnungen auf einmal zu registrieren, gehen Sie zur" -" :menuselection:`Buchhaltungsapp --> Lieferanten --> Rechnungen`. Wählen Sie" -" dann die Rechnungen aus, für die Sie eine Zahlung registrieren möchten, " -"indem Sie die Kästchen neben den Rechnungen ankreuzen. Wenn Sie fertig sind," -" klicken Sie entweder auf :guilabel:`Zahlung registrieren` oder " -":menuselection:`Aktion --> Zahlung registrieren`." - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "Schaltfläche „Zahlung registrieren“" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" -"Zahlungen können nur für :guilabel:`gebuchte` Rechnungen registriert werden." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" -"Bei der Registrierung von Zahlungen erscheint ein **Pop-up-Fenster**. Von " -"hier aus können Sie entweder **separate Zahlungen** für jede Rechnung auf " -"einmal erstellen, indem Sie auf :guilabel:`Zahlung erstellen` klicken, " -"*oder* eine Zahlung erstellen, indem Sie die Zahlungen **aller** Rechnungen " -"zusammenfassen. Um alle Zahlungen **zusammenzufassen**, kreuzen Sie das Feld" -" :guilabel:`Zahlungen gruppieren` an." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" -"Die Option :guilabel:`Zahlungen gruppieren` erscheint nur, wenn zwei oder " -"mehr Rechnungen ausgewählt wurden." - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "„Zahlungen gruppieren“-Option bei Registrierung einer Zahlung." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" -"Wenn Sie die Option :guilabel:`Zahlungen gruppieren` wählen, werden " -":guilabel:`Betrag, Währung, Datum und Vermerk` automatisch eingestellt, aber" -" Sie können sie nach Ihren Bedürfnissen ändern." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "Teilgruppenzahungen mit Skonti" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" -"Bei **Teilgruppenzahlungen mit Skonti** können Sie die Schritte befolgen, " -"die Sie auf der :doc:`Dokumentationsseite für Skonto " -"` finden." -" Achten Sie darauf, dass Sie die :doc:`Zahlungsbedingungen " -"` auf die " -"**Eingangsrechnungen** *anstatt* auf die Ausgangsrechnungen anwenden." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "Online-Zahlungen" @@ -11283,18 +11213,19 @@ msgstr "Scheck-Zahlungsmethode aktivieren" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -"Um die Scheck-Zahlungsmethode zu aktivieren, gehen Sie zu " -":menuselection:`Buchhaltung --> Konfiguration --> Schecks`, dort können Sie " -"die Zahlungsmethode aktivieren und das :guilabel:`Scheck-Layout` einrichten." -" Sobald Sie die Einstellung :guilabel:`Schecks` aktiviert haben, wird die " -"Funktion automatisch für Ihre :guilabel:`Zahlungsausgänge` eingerichtet." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " @@ -11304,62 +11235,62 @@ msgstr "" " solche Module können standardmäßig installiert sein. Zum Beispiel ist das " "Modul :guilabel:`US-Scheck-Layout` erforderlich, um US-Schecks zu drucken." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "Kompatibles Scheckbriefpapier zum Drucken von Schecks" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "Vereinigte Staaten von Amerika" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" "Odoo unterstützt standardmäßig die folgenden Scheckformate für die " "vereinigten Staaten:" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" "**Quickbooks & Quicken**: Scheck oben, Kontrollabschnitt in der Mitte und " "unten;" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" "**Peachtree**: Scheck in der Mitte, Kontrollabschnitte oben und unten;" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "**ADP**: Scheck unten, Kontrollabschnitte oben" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "Eine Lieferantenrechnungen mit einem Scheck bezahlen" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "" "Das Bezahlen eines Lieferanten mit einem Scheck erfolgt in drei Schritten:" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "eine Zahlung registrieren" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "Schecks für alle registrierten Zahlungen in Stapeln drucken" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "Kontoauszüge abstimmen" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "Eine Scheck-Zahlung registrieren" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -11372,11 +11303,11 @@ msgstr "" " Sie eine Zahlung registrieren. Setzen Sie die :guilabel:`Zahlungsmethode` " "auf :guilabel:`Schecks` und bestätigen Sie die Zahlung." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "Schecks drucken" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -11388,7 +11319,7 @@ msgstr "" ":guilabel:`Auszudruckende Schecks` klicken, haben Sie die Möglichkeit, die " "abgestimmten Schecks zu drucken." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -14285,6 +14216,11 @@ msgstr "" "Sie auf dieser Seite der Europäischen Kommission: `„Was ist die MwSt.?“ " "`_." +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "Voraussetzungen" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "Periodizität der Steuererklärung" @@ -14488,7 +14424,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr ":doc:`../taxes`" @@ -14836,9 +14772,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -14848,15 +14785,11 @@ msgstr "Odoo füllt das Steuerfeld automatisch gemäß den Standardsteuern aus" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" -"Um Ihre **Standardsteuern** zu ändern, gehen Sie zu " -":menuselection:`Buchhaltung --> Konfiguration --> Einstellungen --> Steuern " -"--> Standardsteuern`, wählen Sie die entsprechenden Steuern für Ihre " -"**Umsatzsteuer** und **Vorsteuer**, und klicken Sie auf *Speichern*." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Define which taxes to use by default on Odoo" @@ -14864,129 +14797,70 @@ msgstr "Definieren, welche Steuern standardmäßig in Odoo verwendet werden" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" -"**Standardsteuern** werden automatisch entsprechend dem Land eingerichtet, " -"das bei der Erstellung Ihrer Datenbank ausgewählt wurde, oder wenn Sie ein " -":ref:`steuerliches Lokalisierungspaket ` für " -"Ihr Unternehmen einrichten." #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" -msgstr "Umsatzsteuer in der Listenansicht aktivieren" +msgid "Activate sales taxes from the list view" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" -"Als Teil Ihres :ref:`steuerlichen Lokalisierungspakets " -"` sind die meisten Umsatzsteuern Ihres Landes" -" bereits in Ihrer Datenbank vorkonfiguriert. Allerdings sind nur einige von " -"ihnen standardmäßig aktiviert, sodass Sie nur die für Ihr Unternehmen " -"relevanten aktivieren können." - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." -msgstr "" -"Um Umsatzsteuern zu aktivieren, gehen Sie zu :menuselection:`Buchhaltung -->" -" Konfiguration --> Steuern` und benutzen Sie den *Aktiv*-Schalter, um eine " -"Steuer zu aktivieren oder zu deaktivieren." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "Aktivierung von vorkonfigurierten Steuern in Odoo Buchhaltung" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" -"Um eine **Steuer** zu bearbeiten oder zu erstellen, gehen Sie zu " -":menuselection:`Buchhaltung --> Konfiguration --> Steuern` und öffnen eine " -"Steuer oder klicken auf *Neu*." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "Bearbeitung einer Steuer in Odoo Buchhaltung" -#: ../../content/applications/finance/accounting/taxes.rst:64 -msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" msgstr "" -"Steuern haben drei verschiedene Bezeichnungen, von denen jede einen " -"bestimmten Zweck hat. In der folgenden Tabelle sehen Sie, wo sie angezeigt " -"werden." -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" -msgstr ":ref:`Steuerbezeichnung `" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr ":ref:`Bezeichnung auf der Rechnung `" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr ":ref:`Steuergruppe `" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "Backend" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "*Spalte \"Steuern*\" auf exportierten Rechnungen" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "Oberhalb der Zeile *Gesamt* auf exportierten Rechnungen" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "Grundeinstellungen" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "Steuerbezeichnung" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" msgstr "" -"Die **Steuerbezeichnung**, wie Sie ihn für Backend-Benutzer anzeigen " -"möchten. Dies ist das :ref:`Label `, das Sie bei der " -"Bearbeitung von Kundenaufträgen, Rechnungen, Produkten usw. sehen." -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "Steuerberechnung" +#: ../../content/applications/finance/accounting/taxes.rst:67 +msgid "" +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "**Steuergruppe**" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -"Die Steuer ist eine Kombination aus mehreren Untersteuern. Sie können so " -"viele Steuern hinzufügen, wie Sie wollen, und zwar in der Reihenfolge, in " -"der sie angewendet werden sollen." -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " @@ -14997,134 +14871,139 @@ msgstr "" "insbesondere wenn eine der Steuern :ref:`die Basis der nachfolgenden Steuern" " ` beeinflusst." -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "**Festbetrag**" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -"Die Steuer hat einen festen Betrag in der Standardwährung. Der Betrag bleibt" -" gleich, unabhängig vom Verkaufspreis." -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" -"Ein Beispiel: Ein Produkt hat einen Verkaufspreis von 1000 € und wir wenden " -"eine *feste 10-€*-Steuer an. Das wird dann so dargestellt:" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" -msgstr "Verkaufspreis des Produkts" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" +msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "Preis ohne Steuer" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "Steuer" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "Gesamt" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "1.000" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "1.010,00" -#: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" -msgstr "**Prozentsatz des Preises**" - -#: ../../content/applications/finance/accounting/taxes.rst:117 -msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" msgstr "" -"Der *Verkaufspreis* ist die Bemessungsgrundlage: Der Steuerbetrag wird durch" -" Multiplikation des Verkaufspreises mit dem Prozentsatz der Steuer " -"berechnet." -#: ../../content/applications/finance/accounting/taxes.rst:120 +#: ../../content/applications/finance/accounting/taxes.rst:102 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." msgstr "" -"Ein Beispiel: Ein Produkt hat einen Verkaufspreis von 1000 €, und wir wenden" -" eine Steuer für *10 % des Preises* an. Das wird dann so dargestellt:" -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "1,100.00" msgstr "1.100,00" -#: ../../content/applications/finance/accounting/taxes.rst:130 +#: ../../content/applications/finance/accounting/taxes.rst:115 msgid "**Percentage of Price Tax Included**" msgstr "**Prozentsatz des Preises inklusive Steuern**" -#: ../../content/applications/finance/accounting/taxes.rst:132 +#: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" -"Der *Gesamtbetrag* ist die Steuerbemessungsgrundlage: Der Steuerbetrag ist " -"ein Prozentsatz des Gesamtbetrags." -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" -"Ein Beispiel: Ein Produkt hat einen Verkaufspreis von 1000 €, und wir wenden" -" eine Steuer für *10 % des Preises inklusive Steuern* an. Das wird dann so " -"dargestellt:" -#: ../../content/applications/finance/accounting/taxes.rst:141 +#: ../../content/applications/finance/accounting/taxes.rst:127 msgid "111.11" msgstr "111,11" -#: ../../content/applications/finance/accounting/taxes.rst:141 +#: ../../content/applications/finance/accounting/taxes.rst:127 msgid "1,111.11" msgstr "1.111,11" -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:130 +msgid "**Python code**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:132 +msgid "" +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:138 +msgid "" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "Aktiv" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." -msgstr "Nur **Aktive** Steuern können zu neuen Dokumenten hinzugefügt werden." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." @@ -15132,138 +15011,123 @@ msgstr "" "Es ist nicht möglich, bereits verwendete Steuern zu löschen. Stattdessen " "können Sie sie deaktivieren, um eine zukünftige Verwendung zu unterbinden." -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" -"Dieses Feld kann in der *Listenansicht* geändert werden. Siehe :ref:`oben " -"` für weitere Informationen." #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "Steuergültigkeit" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" -"Der **Steuergültigkeit** bestimmt den Anwendungsbereich der Steuer, der auch" -" den Ort der Anzeige einschränkt." - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "**Verkauf**: Kundenrechnungen, Kundensteuern für Produkte usw." - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" -"**Einkauf**: Lieferantenrechnungen, Lieferantensteuern für Produkte usw." - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "**Keine**" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -"Sie können **Keine** für Steuern verwenden, die Sie in eine " -":ref:`Steuergruppe ` aufnehmen, aber nicht zusammen mit " -"anderen Verkaufs- oder Erwerbssteuern auflisten möchten." -#: ../../content/applications/finance/accounting/taxes.rst:177 +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:179 msgid "Definition tab" msgstr "Reiter „Definition“" -#: ../../content/applications/finance/accounting/taxes.rst:179 +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" -"Ordnen Sie den Betrag der Steuerbemessungsgrundlage oder Prozentsätze der " -"berechneten Steuer auf mehrere Konten und Steuerraster zu." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "Steuerbeträge den richtigen Konten und Steuerrastern zuordnen" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "**Basiert auf**:" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "Basis: der Preis in der Rechnungszeile" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." -msgstr "% der Steuer: ein Prozentsatz der berechneten Steuer." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -"**Konto**: Falls definiert, wird eine zusätzliche Buchungszeile erfasst." -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -"**Steuerraster**: wird verwendet, um :doc:`Steuerberichte " -"` automatisch zu erstellen, entsprechend den " -"Vorschriften Ihres Landes." -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" -msgstr "Reiter „Erweiterte Optionen“" - -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "Bezeichnung auf Rechnungen" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:204 -msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 +msgid "" +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" -"Die Bezeichnung der Steuer, wie sie in jeder Rechnungszeile in der Spalte " -"**Steuern** angezeigt wird. Dies ist die :ref:`Bezeichnung `, " -"die für *Frontend*-Benutzer, auf exportierten Rechnungen, in ihren " -"Kundenportalen usw. sichtbar ist." #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" -msgstr "Die Bezeichnung auf Rechnungen wird in jeder Rechnungszeile angezeigt" - -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "Steuergruppe" - -#: ../../content/applications/finance/accounting/taxes.rst:216 -msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +msgid "The label on invoices is displayed on each invoice line" msgstr "" -"Wählen Sie aus, zu welcher **Steuergruppe** die Steuer gehört. Der Name der " -"Steuerbezeichnung ist die :ref:`Bezeichnung `, die auf " -"exportierten Rechnungen und im Kundenportal über der Zeile *Gesamt* " -"angezeigt wird." -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:217 +msgid "" +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" -"Steuergruppen umfassen verschiedene Darstellungen derselben Steuer. Dies " -"kann nützlich sein, wenn Sie dieselbe Steuer gemäß :doc:`Steuerpositionen " -"` unterschiedlich erfassen müssen." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" @@ -15271,73 +15135,91 @@ msgstr "" "Der Name der Steuergruppe unterscheidet sich von der Bezeichnung auf " "Rechnungen" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -"Im obigen Beispiel sehen wir eine Steuer von 0 % für innergemeinschaftliche " -"Kunden in Europa. Es werden die Beträge auf bestimmten Konten und mit " -"bestimmten Steuerrastern verbucht. Für den Kunden ist es jedoch eine Steuer " -"von 0 %. Deshalb steht in der :ref:`Bezeichnung auf der Rechnung " -"` *0 % EU* und der Name der Steuergruppe oberhalb der" -" Zeile *Gesamt* repräsentiert *0 %*." -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "In Kostenstellenkosten einbeziehen" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." msgstr "" -"Wenn diese Option aktiviert ist, wird der Steuerbetrag derselben " -"**Kostenstelle** zugewiesen wie die Rechnungszeile." +"Steuern haben drei verschiedene Bezeichnungen, von denen jede einen " +"bestimmten Zweck hat. In der folgenden Tabelle sehen Sie, wo sie angezeigt " +"werden." + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr ":ref:`Steuerbezeichnung `" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr ":ref:`Bezeichnung auf der Rechnung `" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" +msgstr ":ref:`Steuergruppe `" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "Im Preis inbegriffen" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -"Wenn diese Option aktiviert ist, entspricht der Gesamtbetrag (einschließlich" -" Steuer) dem **Verkaufspreis**." -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -":dfn:`Gesamtbetrag = Verkaufspreis = berechneter Preis exklusive Steuer + " -"Steuer`" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -"Ein Beispiel: Ein Produkt hat einen Verkaufspreis von 1000 €, und wir wenden" -" eine Steuer von *10 % des Preises* an, die *im Preis enthalten* ist. Das " -"wird dann so dargestellt:" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "900,10" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "90,9" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "1.000,00" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." @@ -15345,39 +15227,18 @@ msgstr "" "Wenn Sie die Preise genau definieren müssen, sowohl inklusive als exklusive " "Steuern, lesen Sie bitte die folgende Dokumentation: :doc:`taxes/B2B_B2C`." -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -"**Rechnungen**: Standardmäßig sind die auf Ihren Rechnungen angezeigten " -"Zwischensummen *exklusive Steuern*. Um *Zwischensummen inklusive Steuern* " -"anzuzeigen, gehen Sie zu :menuselection:`Buchhaltung --> Konfiguration --> " -"Einstellungen --> Kundenrechnungen`, und wählen Sie *inklusive Steuern* im " -"Feld **Anzeige der Steuer in Zwischensummen**, und klicken Sie dann auf " -"*Speichern*." -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -"**E-Commerce**: Standardmäßig werden auf Ihrer E-Commerce-Website die Preise" -" *exklusive Steuern* angezeigt. Um Preise *inklusive Steuern* anzuzeigen, " -"gehen Sie zu :menuselection:`Website --> Konfiguration --> Einstellungen -->" -" Preiskalkulation`, und wählen Sie im Feld **Produktpreise** *inklusive " -"Steuern*, und klicken Sie dann auf *Speichern*." -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "Auswirkung auf Basis für nachfolgende Steuern" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." @@ -15385,21 +15246,18 @@ msgstr "" "Bei dieser Option wird die gesamte enthaltene Steuer zur Bemessungsgrundlage" " für die anderen Steuern, die auf dasselbe Produkt erhoben werden." -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" -"Sie können eine neue :ref:`Steuergruppe ` konfigurieren, " -"um diese Steuer einzubeziehen, oder sie direkt zu einer Rechnungszeile " -"hinzufügen." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" "Die Umweltsteuer wird in die Grundlage der 21%gen Mehrwertsteuer einbezogen" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " @@ -15410,7 +15268,7 @@ msgstr "" "Steuern direkt zu einer Rechnungszeile hinzufügen, bestimmt nur die " "Steuersequenz die Reihenfolge, in der sie angewendet werden." -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -15425,15 +15283,19 @@ msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" "Die Seqenz der Steuern in Odoo bestimmt, welche Steuer zuerst angewandt wird" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr ":doc:`taxes/fiscal_positions`" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr ":doc:`taxes/B2B_B2C`" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr ":doc:`reporting/tax_returns`" @@ -15566,6 +15428,7 @@ msgstr "" "einfacher für Ihre Vertriebsmitarbeiter ist." #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -16563,112 +16426,56 @@ msgstr "Quellensteuern" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -"Eine Quellensteuer, auch Steuerrückbehalt genannt, ist eine staatliche " -"Vorschrift, die den Zahler einer Kundenrechnung dazu verpflichtet, Steuern " -"von der Zahlung einzubehalten oder abzuziehen und an den Staat abzuführen. " -"In den meisten Rechtsordnungen gilt die Quellensteuer für Arbeitseinkommen." -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -"Bei normalen Steuern wird die Steuer zur Zwischensumme addiert, um den zu " -"zahlenden Gesamtbetrag zu erhalten. Im Gegensatz zu normalen Steuern wird " -"die Quellensteuer vom zu zahlenden Betrag abgezogen, da die Steuer vom " -"Kunden gezahlt wird." -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" msgstr "" -"In Kolumbien kann zum Beispiel die folgende Rechnung ausgestellt werden:" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -"In diesem Beispiel schuldet das **Unternehmen**, das die Rechnung verschickt" -" hat, dem **Staat** 20 $ an Steuern, und der **Kunde** schuldet dem " -"**Staat** 10 $ an Steuern." -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -"In Odoo wird eine Quellensteuer definiert, indem eine negative Steuer " -"erstellt wird. Für einen Einbehalt von 10% würden Sie die folgende Steuer " -"konfigurieren (zugänglich über :menuselection:`Konfiguration --> Steuern`):" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -"Damit er als Einbehalt auf der Rechnung erscheint, sollten Sie auf der " -"Registerkarte **Erweiterte Optionen** ein spezielles Steuerkennzeichen " -"**Einbehalt** für Ihre Steuer festlegen." -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" -"Sobald die Steuer definiert ist, können Sie sie in Ihren Produkten, " -"Kundenaufträgen oder Rechnungen verwenden." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" -"Wenn der Steuerrückbehalt ein Prozentsatz einer regulären Steuer ist, " -"erstellen Sie eine Steuer mit einer **Steuerberechnung** als " -"**Steuergruppe** und legen Sie die beiden Steuern in dieser Gruppe fest " -"(normale Steuer und Rückbehalt)." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "Anwendung des Steuerrückbehalts auf Rechnungen" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" -"Sobald Ihre Steuer erstellt ist, können Sie sie auf Kundenformularen, " -"Kundenaufträgen oder Kundenrechnungen verwenden. Sie können mehrere Steuern " -"auf einer einzigen Rechnungszeile anwenden." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" -"Wenn Sie die Kundenrechnung auf dem Bildschirm sehen, erhalten Sie nur eine " -"**Steuerzeile**, in der alle Steuern (normale Steuern und Selbstbehalte) " -"zusammengefasst sind. Wenn Sie die Rechnung jedoch drucken oder versenden, " -"nimmt Odoo die korrekte Gruppierung aller Steuern vor." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." -msgstr "" -"Auf der gedruckten Rechnung werden die verschiedenen Beträge in den " -"einzelnen Steuerklassen ausgewiesen." #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 msgid "TaxCloud integration" @@ -16676,13 +16483,20 @@ msgstr "TaxCloud-Integration" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr ":doc:`avatax`" @@ -16757,7 +16571,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "Lieferantenrechnungen" @@ -16783,6 +16597,10 @@ msgstr "" "`_" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "Erstellung der Eingangsrechnung" @@ -17097,6 +16915,15 @@ msgstr "Degressiv" msgid "Declining Then Straight Line" msgstr "Degressiv, dann linear" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" +"Der Server prüft einmal am Tag, ob ein Posten gebucht werden muss. Es kann " +"dann bis zu 24 Stunden dauern, bis Sie eine Änderung von *Entwurf* zu " +"*Gebucht* sehen." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -17109,6 +16936,16 @@ msgstr "" msgid "Configure an Assets Account" msgstr "Ein Aktivkonto konfigurieren" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" +"Um Ihr Konto im **Kontenplan** zu konfigurieren, gehen Sie zu " +":menuselection:`Buchhaltung --> Konfiguration --> Kontenplan`, klicken Sie " +"auf *Neu* und füllen Sie das Formular aus." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "Konfiguration eines Aktivkontos in Odoo Buchhaltung" @@ -17121,12 +16958,10 @@ msgstr "" "Vermögenswerte* sein" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "Eine Ausgabe im richtigen Konto buchen" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "Das Konto auf dem Rechnungsentwurf auswählen" @@ -17143,12 +16978,10 @@ msgstr "" "Auswahl des Aktivkontos auf einem Rechnungsentwurf in Odoo Buchhaltung" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "Für bestimmte Produkte ein anderes Aufwandskonto auswählen" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -17168,8 +17001,11 @@ msgstr "" "Es ist möglich, :ref:`die Erstellung von Aktivposten für diese Produkte zu " "automatisieren `." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "Das Konto einer gebuchten Buchungszeile ändern" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " @@ -17180,10 +17016,19 @@ msgstr "" "Buchungszeile auswählen, die Sie ändern möchten, auf das Konto klicken und " "das richtige Konto auswählen." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" +"Bearbeitung des Kontos einer gebuchten Buchungszeile in Odoo Buchhaltung" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "Aktivposten" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "Neuen Eintrag erstellen" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -17234,6 +17079,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "Abschreibungsübersicht in Odoo Buchhaltung" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "Was bedeutet „Prorata Temporis“?" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -17482,6 +17331,17 @@ msgstr "" "Wenn Sie einen neuen Aktivposten erstellen, füllen Sie das Feld **Konto für " "Sachanlagen** mit dem richtigen Buchungskonto aus." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" +"Neue Schaltflächen mit allen Modellen, die mit diesem Konto verknüpft sind, " +"erscheinen am oberen Rand des Formulars. Wenn Sie auf eine Modell-" +"Schaltfläche klicken, wird das Formular entsprechend diesem Modell " +"ausgefüllt." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "Schaltfläche für Vermögenmodell in Odoo Buchhaltung" @@ -17505,6 +17365,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "Sie haben drei Möglichkeiten für das Feld **Aktiva automatisieren**:" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "**Nein:** Dies ist der Standardwert. Nichts passiert." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -17540,344 +17404,190 @@ msgstr "" " auswählen, um dessen Einkauf vollständig zu automatisieren. (siehe: " ":ref:`product-assets-account`)." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr ":doc:`../get_started/chart_of_accounts`" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" -msgstr "Aktive Rechnungsabgrenzung und Vorauszahlungen" +msgid "Deferred expenses" +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" -"**Aktive Rechnungsabgrenzungen** und **Vorauszahlungen** (auch bekannt als " -"**transitorische Aktiva**) sind beides Kosten, die bereits für noch nicht " -"verbrauchte Produkte oder Dienstleistungen entstanden sind." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" -"Solche Kosten sind **Vermögensgegenstände** für das Unternehmen, das sie " -"bezahlt, da es bereits für Produkte und Dienstleistungen bezahlt hat, die es" -" noch nicht erhalten hat oder die noch nicht verwendet werden. Das " -"Unternehmen kann sie nicht in der aktuellen **Gewinn- und Verlustrechnung** " -"oder der *Erfolgsrechnung* ausweisen, da die Zahlungen erst in der Zukunft " -"effektiv ausgegeben werden." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" -"Diese zukünftigen Ausgaben müssen in der Bilanz des Unternehmens so lange " -"abgegrenzt werden, bis sie in der Gewinn- und Verlustrechnung auf einmal " -"oder über einen bestimmten Zeitraum **verbucht** werden können." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" -"Nehmen wir zum Beispiel an, wir zahlen 1.200 € auf einmal für ein Jahr der " -"Versicherung. Wir zahlen die Kosten bereits jetzt, haben die Dienstleistung " -"aber noch nicht in Anspruch genommen. Daher buchen wir diese neue Ausgabe " -"auf ein *Vorauszahlungskonto* und beschließen, sie monatlich zu verbuchen. " -"In den nächsten 12 Monaten werden wir jeden Monat 100 € als Aufwand " -"verbuchen." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -"Odoo Buchhaltung behandelt aktive Rechnungsabgrenzungen und Vorauszahlungen," -" indem es sie auf mehrere Buchungen verteilt, die automatisch im " -"*Entwurfsmodus* erstellt und dann periodisch gebucht werden." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -"Solche Transaktionen müssen auf einem **Konto für aktive " -"Rechnungsabgrenzung** gebucht werden und nicht auf dem Standard-" -"Aufwandskonto." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" -msgstr "Konto für Aktive Rechnungsabgrenzung konfigurieren" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -"Konfiguration des Kontos für aktive Rechnungsabgrenzung in Odoo Buchhaltung" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" -"Der Typ dieses Kontos muss entweder *Umlaufvermögen* oder *Vorauszahlungen* " -"sein" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -"Wählen Sie auf einem Rechnungsentwurf das richtige Konto für alle Produkte, " -"deren Aufwände abgegrenzt werden müssen." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" -"Auswahl des Kontos für aktive Rechnungsabgrenzung auf einem Rechnungsentwurf" -" in Odoo Buchhaltung" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "Änderung des Aufwandskontos für ein Produkt in Odoo" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" -"Es ist möglich, die Erstellung von Aufwandsbuchungen für diese Produkte zu " -"automatisieren (siehe: `Aktive Rechnungsabgrenzung automatisieren`_)." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "Aktive Rechnungsabgrenzungsposten" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" -"Ein **Aktiver Rechnungsabgrenzungsposten** erzeugt automatisch alle " -"Journalbuchungen im *Entwurfsmodus*. Sie werden dann eine nach der anderen " -"zum richtigen Zeitpunkt gebucht, bis der volle Betrag der Ausgabe verbucht " -"ist." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" -"Um einen neuen Posten zu erstellen, gehen Sie zu :menuselection:`Buchhaltung" -" --> Buchhaltung --> Aktive Rechnungsabgrenzung`, klicken Sie auf *Neu* und " -"füllen Sie das Formular aus." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" -"Klicken Sie auf **Zugehörige Einkäufe auswählen**, um eine bestehende " -"Buchungszeile mit diesem neuen Posten zu verknüpfen. Einige Felder werden " -"dann automatisch ausgefüllt, und die Buchungszeile wird nun im Reiter " -"**Zugehörige Ausgaben** aufgeführt." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" -msgstr "Aktiver Rechnungsabgrenzungsposten in Odoo Buchhaltung" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -"Sobald dies geschehen ist, können Sie auf *Aufwand berechnen* (neben der " -"Schaltfläche *Bestätigen*) klicken, um alle Werte der **Aufwandsübersicht** " -"zu generieren. Diese Übersicht zeigt Ihnen alle Buchungen, die Odoo zur " -"Erkennung Ihrer Ausgabe vornehmen wird, und zu welchem Datum." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" -msgstr "Aufwandsübersicht in Odoo Buchhaltung" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -"Die Funktion **Prorata Temporis** ist nützlich, um Ihren Aufwand so genau " -"wie möglich zu erfassen." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 -msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." -msgstr "" -"Mit dieser Funktion wird die erste Buchung in der Aufwandsübersicht auf der " -"Grundlage der Zeit berechnet, die zwischen dem *Pro-Rata-Datum* und dem " -"*Ersten Realisierungsdatum* verbleibt, anstatt der Standardzeitspanne " -"zwischen den Realisierungen." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 -msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" -"Zum Beispiel hat die obige Aufwandsübersicht ihre erste Ausgabe mit einem " -"Betrag von 70,97 € und nicht 100,00 €. Folglich ist auch die letzte Buchung" -" niedriger und hat einen Betrag von 29,03 €." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "Rechnungsabgrenzungsposten aus dem Einkaufsjournal" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" -"Sie können aus einer bestimmten Buchungszeile in Ihrem **Einkaufsjournal** " -"einen Rechnungsabgrenzungsposten erstellen." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." -msgstr "" -"Öffnen Sie dazu Ihr Einkaufsjournal, indem Sie zu " -":menuselection:`Buchhaltung --> Buchhaltung --> Einkäufe` gehen, und wählen " -"Sie die Buchungszeile aus, die Sie abgrenzen möchten. Vergewissern Sie sich," -" dass sie auf dem richtigen Konto gebucht ist (siehe: `Das Konto einer " -"gebuchten Buchungszeile ändern`)." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "Modelle für Aktive Rechnungsabgrenzung" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 -msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." -msgstr "" -"Sie können **Modelle für Aktive Rechnungsabgrenzung** erstellen, um aktive " -"Rechnungsabgrenzungsposten schneller zu erfassen." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." -msgstr "" -"Um ein Modell zu erstellen, gehen Sie zu :menuselection:`Buchhaltung --> " -"Konfiguration --> Modelle für Aktive Rechnungsabgrenzung`, klicken Sie auf " -"*Neu* und füllen Sie das Formular genauso aus, wie Sie es für eine neue " -"Buchung tun würden." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." -msgstr "" -"Sie können einen *bestätigten aktiven Rechnungsabgrenzungsposten* auch in " -"ein Modell umwandeln, indem Sie ihn über :menuselection:`Buchhaltung --> " -"Buchhaltung --> Aktive Rechnungsabgrenzung` öffnen und dann auf die " -"Schaltfläche *Modell speichern* klicken." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" -"Ein Modell für Aktive Rechnungsabgrenzung auf eine neue Buchung anwenden" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -"Wenn Sie einen neuen aktiven Rechnungsabgrenzungsposten erstellen, füllen " -"Sie das Feld **Konto für Aktive Rechnungsabgrenzung** mit dem richtigen " -"Buchungskonto aus." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" -"Schaltfläche für Modell für Aktive Rechnungsabgrenzung in Odoo Buchhaltung" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "Aktive Rechnungsabgrenzung automatisieren" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 +msgid "" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 +msgid "" +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 +msgid "" +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" -"Wenn Sie ein Konto erstellen oder bearbeiten, dessen Typ entweder " -"*Umlaufvermögen* oder *Vorauszahlungen* ist, können Sie es so konfigurieren," -" dass die Aufwände, die darauf gutgeschrieben werden, automatisch abgegrenzt" -" werden." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" -"Sie haben drei Möglichkeiten für das Feld **Aktive Rechnungsabgrenzung " -"automatisieren**:" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" -"**Als Entwurf erstellen:** Jedes Mal, wenn eine Transaktion auf dem Konto " -"gebucht wird, wird ein Entwurf des *Aktiven Rechnungsabgrenzungspostens* " -"erstellt, aber nicht validiert. Sie müssen zunächst das Formular in " -":menuselection:`Buchhaltung --> Buchhaltung --> Aktive Rechnungsabgrenzung` " -"ausfüllen." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" -"**Erstellen und validieren:** Sie müssen auch ein Modell für Aktive " -"Rechnungsabgrenzung auswählen (siehe: `Modelle für Aktive " -"Rechnungsabgrenzung`_). Immer, wenn eine Transaktion auf dem Konto gebucht " -"wird, wird ein *Aktiver Rechnungsabgrenzungsposten* erstellt und sofort " -"validiert." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" -"Aktive Rechnungsabgrenzung auf einem Konto in Odoo Buchhaltung " -"automatisieren" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." -msgstr "" -"Sie können dieses Konto z. B. als Standard-**Aufwandskonto** für ein Produkt" -" auswählen, um dessen Einkauf vollständig zu automatisieren. (siehe: `Für " -"bestimmte Produkte ein anderes Aufwandskonto auswählen`_)." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 msgid "AI-powered document digitization" @@ -18202,8 +17912,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -18260,6 +17970,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -21311,7 +21023,7 @@ msgstr "" "Odoo standardmäßig als inaktiv gekennzeichnet sind" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "Belegarten" @@ -21424,7 +21136,7 @@ msgid "document types grouped by letters." msgstr "Belegarten gruppiert nach Buchstaben." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "Auf Rechnungen verwenden" @@ -21649,7 +21361,7 @@ msgstr "" "Lieferanten bereitgestellt wird." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "Verwendung und Prüfung" @@ -23024,35 +22736,1654 @@ msgstr "IIBB Einkäufe nach Zuständigkeit" msgid "Australia" msgstr "Australien" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:15 +msgid "Module Key" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 +msgid "" +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr ":doc:`../accounting/get_started/chart_of_accounts`" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr ":doc:`Steuern <../accounting/taxes>`" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "Einkäufe" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "Personalabrechnung" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 msgid "Employment Hero Australian Payroll" msgstr "Australische Personalbuchhaltung Employment Hero" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." msgstr "" -"Das Modul „Employment Hero“ synchronisiert Lohnbuchhaltungseinträge (z. B. " -"Spesen, Sozialabgaben, Verbindlichkeiten, Steuern) von Employment Hero " -"automatisch mit Odoo. Die Gehaltsabrechnung wird weiterhin in Employment " -"Hero verwaltet. Wir erfassen nur die Journalbuchungen in Odoo." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:15 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 msgid "KeyPay was rebranded as **Employment Hero** in March 2023." msgstr "KeyPay wurde im März 2023 in **Employment Hero** umbenannt." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 msgid "" ":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Payroll` module (`l10n_au_keypay`)." msgstr "" -":ref:`Aktivieren Sie ` das Modul :guilabel:`Australische " -"Personalbuchhaltung Employment Hero` (technischer Name: `l10n_au_keypay`)." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -23071,7 +24402,7 @@ msgstr "" "Aktivierung der Integration von Employment Hero in Odoo Buchhaltung zeigt neue Felder in den\n" "Einstellungen" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -23083,15 +24414,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "Abschnitt „Kontodetails“ auf dem Dashboard von Employment Hero" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -"Die **Personalabrechnungs-URL** ist mit `https://keypay.yourpayroll.com.au` " -"vorausgefüllt. *Bitte ändern Sie sie nicht.*" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -23104,17 +24436,17 @@ msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" "Die „Geschäfts-ID“-Nummer von Employment Hero ist in der URL enthalten" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" "Sie können ein beliebiges Odoo-Journal für die Buchung der " "Gehaltsabrechnungen wählen." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "Wie funktioniert die API?" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -23133,27 +24465,22 @@ msgstr "" "Beispiel einer Journalbuchung von Employment Hero Journal Entry in Odoo " "Buchhaltung (Australien)" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -"Standardmäßig wird die Synchronisierung einmal pro Woche durchgeführt. Sie " -"können die Datensätze manuell abrufen, indem Sie zu " -":menuselection:`Buchhaltung --> Konfiguration --> Einstellungen` gehen und " -"unter der Option :guilabel:`Employment-Hero-Integration aktivieren` auf " -":guilabel:`Payruns manuell abrufen` klicken." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" "Auch die Gehaltsabrechnungen von Employment Hero funktionieren nach dem " "Prinzip der doppelten Buchführung." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -23165,7 +24492,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "Kontenplanmenü in Employment Hero" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -23267,7 +24594,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -23285,22 +24612,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -23361,7 +24688,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -23475,12 +24802,6 @@ msgstr "" " Füllen Sie sie aus, klicken Sie auf :guilabel:`Speichern` und dann auf " ":guilabel:`Einrichten`, um sie weiter zu konfigurieren." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr ":doc:`../accounting/get_started/chart_of_accounts`" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -23622,10 +24943,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "Beispiel einer nicht vollständig abzugsfähigen Steuer" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr ":doc:`Steuern <../accounting/taxes>`" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -23953,12 +25270,381 @@ msgid "Import SODA files" msgstr "SODA-Dateien importieren" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Elektronische Rechnungsstellung" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -23967,17 +25653,17 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr ":doc:`../accounting/customer_invoices/electronic_invoicing`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "Skonto" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " @@ -23987,7 +25673,7 @@ msgstr "" "die Steuer auf der Grundlage des rebattierten Gesamtbetrags berechnet, " "unabhängig davon, ob der Kunde von dem Rabatt profitiert oder nicht." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." @@ -23996,15 +25682,15 @@ msgstr "" "MwSt.-Erklärung auszuweisen, setzen Sie die Steuerermäßigung auf " ":guilabel:`Immer (auf Rechnung)`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr ":doc:`../accounting/customer_invoices/cash_discounts`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "Steuerzertifizierung: Restaurant im Kassensystem" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -24017,7 +25703,7 @@ msgstr "" "jährlichen Einnahmen (ohne Mehrwertsteuer, Getränke und Essen zum Mitnehmen)" " 25.000 Euro übersteigen." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -24029,7 +25715,7 @@ msgstr "" "mit einem Gerät namens :ref:`Fiscal Data Module ` (oder " "**Blackbox**) und einer :ref:`VAT Signing Card `." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " @@ -24039,11 +25725,11 @@ msgstr "" "`_ als " "*Horeca-Manager* zu registrieren." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "Zertifiziertes Kassensystem" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " @@ -24054,58 +25740,58 @@ msgstr "" "folgende Tabelle, um sicherzustellen, dass Ihr Kassensystem zertifiziert " "ist." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "Odoo Online" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "Odoo.sh" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "On-Premise" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "Odoo 16.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "Zertifiziert" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "Nicht zertifiziert" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "Odoo 15.2" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "Odoo 15.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "Odoo 14.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr ":doc:`/administration/maintain/supported_versions`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -24117,11 +25803,11 @@ msgstr "" " an strenge gesetzliche Vorschriften halten, was bedeutet, dass es anders " "funktioniert als ein nichtzertifiziertes Kassensystem." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "In einem zertifizierten Kassensystem können Sie Folgendes nicht tun:" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." @@ -24130,7 +25816,7 @@ msgstr "" "`pos_discount` steht auf der schwarzen Liste und kann nicht aktiviert " "werden)." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." @@ -24139,7 +25825,7 @@ msgstr "" "`pos_loyalty` steht auf der schwarzen Liste und kann nicht aktiviert " "werden)." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." @@ -24147,24 +25833,24 @@ msgstr "" "Kassenbons erneut drucken (das Modul `pos_reprint` steht auf der schwarzen " "Liste und kann nicht aktiviert werden)." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "Preise in Auftragszeilen ändern." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "Auftragszeilen in Kassenaufträgen ändern und löschen." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "Produkte ohne gültige MwSt.-Nummer verkaufen." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" "Ein Kassensystem verwenden, das nicht mit einer IoT-Box verbunden ist." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " @@ -24176,7 +25862,7 @@ msgstr "" ":guilabel:`Rundungsmethode` von :guilabel:`AUF NÄCHSTE HALBE ZAHL` " "eingestellt sein." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -24192,7 +25878,7 @@ msgstr "" ":guilabel:`Erweiterte Optionen` und aktivieren Sie :guilabel:`Im Preis " "inbegriffen`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -24205,7 +25891,7 @@ msgstr "" "Kassenaufträge verarbeiten. Ebenso müssen sie auf :guilabel:`Abmelden` " "klicken, um sich am Ende der Sitzung abzumelden." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." @@ -24213,11 +25899,11 @@ msgstr "" "Wenn Sie ein Kassensystem mit einem :abbr:`FDM (Fiscal Data Module)` " "konfigurieren, können Sie es nicht mehr ohne dieses verwenden." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "Steuerdatenmodul (Fiscal Data Module, FDM)" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -24231,7 +25917,7 @@ msgstr "" "**Hash** (:dfn:`eindeutiger Code`) generiert und dem Kassenbon hinzugefügt. " "So kann die Regierung überprüfen, ob alle Einnahmen angegeben wurden." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_, um es zu " "bestellen." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" @@ -24252,31 +25938,31 @@ msgstr "" "Bevor Sie Ihre Datenbank für die Arbeit mit einem FDM einrichten, sollten " "Sie sicherstellen, dass Sie über die folgende Hardware verfügen:" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "ein **Boîtenoire.be**-FDM (Zertifikatsnummer BMC01);" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "ein serielles RS-232-Nullmodemkabel pro FDM;" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "einen RS-232 Seriell-USB-Adapter pro FDM;" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "eine :ref:`IoT-Box ` (eine IoT-Box pro FDM); und" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "einen Bondrucker." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "Blackbox-Modul" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -24288,7 +25974,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "Blackbox-Modul für beglische Steuerzertifizierung" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -24312,7 +25998,7 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "ISNZ- oder BIS-Nummernfeld im Mitarbeiterformular" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " @@ -24322,7 +26008,7 @@ msgstr "" ":menuselection:`Mein Profil --> Präferenzen`, und geben Sie Ihre INSZ- oder " "BIS-Nummer in das dafür vorgesehene Feld ein." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " @@ -24332,11 +26018,11 @@ msgstr "" "Produktionsdatenbank konfigurieren. Die Verwendung in einer Testumgebung " "kann dazu führen, dass falsche Daten im FDM gespeichert werden." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "IoT-Box" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -24348,19 +26034,19 @@ msgstr "" "über unser `Support-Kontaktformular `_ " "kontaktieren und die folgenden Informationen angeben:" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "Ihre MwSt.-Nummer;" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "der Name, die Adresse und Rechtsform Ihres Unternehmen und" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "die MAC-Adresse Ihrer IoT-Box." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -24377,7 +26063,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "Hardware-Statusseite auf einer registrierten IoT-Box" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -24390,7 +26076,7 @@ msgstr "" ":guilabel:`Verbundene Geräte` und aktivieren Sie :guilabel:`IoT-Box`. " "Schließlich fügen Sie das FMD im Feld :guilabel:`Fiscal Data Module` hinzu." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." @@ -24398,11 +26084,11 @@ msgstr "" "Um ein FDM verwenden zu können, müssen Sie mindestens einen " ":guilabel:`Bondrucker` anschließen." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "VAT signing card" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -25017,10 +26703,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -25200,7 +26882,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -25431,7 +27113,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -25461,7 +27143,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -25476,12 +27158,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -25494,24 +27174,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -25519,110 +27192,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "Steuerinformation" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -25630,11 +27303,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -25643,15 +27316,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -25659,11 +27332,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -25673,50 +27346,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -25727,29 +27400,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -25757,19 +27430,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "Konfiguratoin des Eingangsmailservers für chilenische DTE." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "Zertifikat" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -25777,24 +27450,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -25805,13 +27478,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "Konfiguration des digitalen Zertifikats." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "Mehrere Währungen" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -25820,12 +27493,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "Partnerinformation" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -25833,43 +27506,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr ":guilabel:`E-Mail`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr ":guilabel:`Identifikationsnummer`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr ":guilabel:`Typ des Steuerzahlers`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -25879,13 +27552,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "Chilenische elektronische Rechungsdaten für Partner." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -25896,56 +27569,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "Liste der chilenischen Steuerbelegarten." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "Ventas Santiago." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "Ventas Valparaiso." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "Kassierer 1." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "Kassierer 2." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -25953,32 +27626,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "Zahlungen der Arbeitnehmer." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -25987,7 +27660,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -25995,7 +27668,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -26003,11 +27676,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "CAF" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -26016,7 +27689,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -26025,14 +27698,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -26040,11 +27713,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -26055,14 +27728,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -26070,60 +27743,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "Standarddebitorenkonto" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "Transferkonten" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "Umrechnungskurs" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "In Chile gibt es mehrere Steuerarten, von denen die gängigsten sind:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr ":doc:`../accounting/taxes`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -26135,11 +27808,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "Diagramm mit Transaktionen von elektronischen Rechnungen." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -26152,32 +27825,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -26187,7 +27860,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "DTE-XML-Datei wird im Chatter angezeigt." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -26200,7 +27873,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -26211,7 +27884,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -26224,7 +27897,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "Identifikationstransaktion für Rechnung und Statusaktualisierung" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -26235,26 +27908,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -26263,21 +27936,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "Buchen Sie die Rechnung erneut." @@ -26285,11 +27958,11 @@ msgstr "Buchen Sie die Rechnung erneut." msgid "Message when an invoice is rejected." msgstr "Nachricht, wenn eine Rechnung abgelehnt wurde." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "Gestrichene Referenzen" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -26303,14 +27976,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "PDF-Rechnungsbericht" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -26321,36 +27994,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "Sobald die Rechnung an den Kunden verschickt wurde:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "Der Kunde muss eine Empfangsbestätigung per E-Mail senden." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -26358,11 +28031,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "Nachricht mit der kommerziellen Annahme durch den Kunden." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -26375,12 +28048,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "Häufige Fehler" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -26472,34 +28145,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -26514,16 +28187,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "Erstellung von CAF für Gutschriften" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "Anwendungsfälle" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -26537,11 +28210,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -26555,7 +28228,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -26565,17 +28238,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "Gutschrift mit dem korrigierten Wert auf den Rechnungszeilen." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -26591,23 +28264,23 @@ msgstr "" "Gutschrift für Teilrückerstattung auf korrekte Beträge unter Verwendung des " "SII-Referenzcodes 3." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "Lastschriften" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -26618,7 +28291,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -26628,16 +28301,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -26649,55 +28322,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "Empfang" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "Akzeptanz" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -26709,11 +28382,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "Einfordern" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -26728,7 +28401,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -26736,12 +28409,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "Frachtbrief" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -26749,7 +28422,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -26757,14 +28430,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -26774,19 +28447,19 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." @@ -26794,11 +28467,11 @@ msgstr "" ":guilabel:`Aus Produktvorlage`: Odoo übernimmt den in der Produktvorlage " "konfigurierten Preis und zeigt ihn auf dem Dokument an." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" @@ -26809,11 +28482,11 @@ msgstr "" "Konsignationen, interne Transfers und im Grunde jede Art von " "Produkttransport darstellen." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." @@ -26821,7 +28494,7 @@ msgstr "" "Ein Frachtbrief sollte **nicht** länger als eine Seite sein oder mehr als 60" " Produktzeilen enthalten." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -26832,13 +28505,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -26849,7 +28522,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -26859,18 +28532,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -26879,7 +28552,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -26887,7 +28560,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -26897,7 +28570,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -26905,18 +28578,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -26924,7 +28597,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -26934,7 +28607,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -26948,7 +28621,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -26962,7 +28635,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -26972,11 +28645,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "Nachdem der Beleg gebucht wurde:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -26986,7 +28659,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -26994,18 +28667,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -27013,13 +28686,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -27029,14 +28702,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -27044,11 +28717,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -27059,11 +28732,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -27075,11 +28748,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -27090,32 +28763,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -27128,20 +28801,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -27154,12 +28827,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -27170,7 +28843,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -27182,31 +28855,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -27218,31 +28891,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -27250,23 +28923,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -27274,7 +28947,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -27287,21 +28960,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -27312,17 +28985,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -27333,7 +29006,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -27341,11 +29014,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -27357,19 +29030,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "Elektronische Rechnungen" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -27381,18 +29054,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "Retouren" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -27404,7 +29077,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -27414,24 +29087,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -27439,7 +29112,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -27454,11 +29127,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "Propuesta F29" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -27467,13 +29140,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -27484,7 +29157,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -27495,7 +29168,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -30030,8 +31703,8 @@ msgstr "Diese Codes sind vertraulich und sollten sicher aufbewahrt werden." #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "Konfiguration in Odoo" @@ -31917,7 +33590,6 @@ msgstr "" "zur Lokalisierung das gewünschte Paket auswählen." #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -39279,13 +40951,8 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" -"Der oben beschriebene Vorgang kann auch für eine *einzige* :doc:`Zahlung " -"<../accounting/payments>` eines Lieferanten durchgeführt werden, wenn dieser" -" mit einer oder mehreren :doc:`Lieferantenrechnungen " -"<../accounting/payments/multiple>` mit angewandter Quellensteuer verknüpft " -"wurde." #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 msgid "" @@ -40082,16 +41749,12 @@ msgid "Spain" msgstr "Spanien" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" -msgstr "Spanischer Kontenplan" +msgid "Spanish chart of accounts" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" -"In Odoo gibt es mehrere spanische Kontenpläne, die standardmäßig verfügbar " -"sind:" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 msgid "PGCE PYMEs 2008" @@ -40107,15 +41770,12 @@ msgstr "PGCE Entitades" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -"Sie können den gewünschten Kontenplan auswählen, indem Sie zu " -":menuselection:`Buchhaltung --> Konfiguration` gehen und dann das gewünschte" -" Paket im Abschnitt **Steuerliche Lokalisierung** auswählen." -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." @@ -40123,30 +41783,46 @@ msgstr "" "Wenn Sie eine neue Odoo-Online-Datenbank erstellen, wird PGCE PYMEs 2008 " "standardmäßig installiert." -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "Spanische Buchhaltungsberichte" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -"Wenn die spanische Buchhaltungslokalisierung installiert ist, haben Sie " -"Zugriff auf die für Spanien spezifischen Buchhaltungsberichte:" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 msgid "Tax Report (Modelo 111)" msgstr "Steuerbericht (Modelo 111)" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 msgid "Tax Report (Modelo 115)" msgstr "Steuerbericht (Modelo 115)" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "Steuerbericht (Modelo 303)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "Schweiz" @@ -40408,17 +42084,6 @@ msgstr "7.7% achat" msgid "TVA 7.7%" msgstr "MwSt. 7,7%" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "Einkäufe" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -41191,10 +42856,6 @@ msgstr "" "verwendet. Mehrere andere Anbieter sind unter dem Feld :guilabel:`Service` " "verfügbar." -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "Personalabrechnung" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -41797,6 +43458,7 @@ msgstr ":doc:`Adyen `" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -41804,6 +43466,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -41829,7 +43492,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "Anbieterwebsite" @@ -42558,10 +44220,10 @@ msgstr ":ref:`payment_providers/add_new`" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -43127,8 +44789,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" "Konfigurieren Sie die restlichen Optionen entsprechend Ihren Wünschen." @@ -43988,7 +45650,11 @@ msgstr "" ":guilabel:`Credienciales de prueba` im linken Teil der Anwendungsseite, dann" " kopieren Sie das :guilabel:`Access token` für Testzwecke." -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." @@ -43997,15 +45663,17 @@ msgstr "" "` und ändern Sie seinen Status auf " ":guilabel:`Aktiviert`." -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" -"Füllen Sie im Reiter :guilabel:`Anmeldedaten` das Feld :guilabel:`Access " -"Token` mit dem Wert, die Sie im Schritt " -":ref:`payment_providers/mercado_pago/configure_dashboard` gespeichert haben." #: ../../content/applications/finance/payment_providers/mollie.rst:3 msgid "Mollie" @@ -44708,7 +46376,14 @@ msgstr "" "Klicken Sie auf :guilabel:`Webhook erstellen`, um die Konfiguration " "abzuschließen." -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." @@ -44717,7 +46392,7 @@ msgstr "" "` und ändern Sie seinen Status auf " ":guilabel:`Aktiviert`." -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " @@ -44728,11 +46403,11 @@ msgstr "" "Sie im Schritt :ref:`payment_providers/razorpay/configure_dashboard` " "gespeichert haben." -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "Wenn Sie Odoo so konfigurieren, dass Beträge manuell erfasst werden:" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." @@ -44740,7 +46415,7 @@ msgstr "" "Bitte beachten Sie, dass die **manuelle Stornierung** einer Transaktion von " "Razorpay nicht unterstützt wird." -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -45529,11 +47204,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "Vorlagen" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -45542,7 +47230,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -45552,34 +47240,35 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "Rollen" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." @@ -45587,7 +47276,7 @@ msgstr "" "Die Rollen finden Sie unter :menuselection:`E-Signatur --> Konfiguration -->" " Rollen`." -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -45598,11 +47287,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "Sichere Identifikation" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -45611,11 +47300,11 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr ":doc:`In-App-Käufe (IAP) <../general/in_app_purchase>`" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" @@ -45623,11 +47312,11 @@ msgstr "" ":doc:`SMS-Preisgestaltung und FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "SMS-Verifizierung" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " @@ -45637,7 +47326,7 @@ msgstr "" "Klicken Sie in die Spalte :guilabel:`Zusätzlicher Authentifizierungsschritt`" " der Rolle und wählen Sie :guilabel:`Einmaliger Code über SMS`." -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -45645,7 +47334,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -45653,7 +47342,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -45665,11 +47354,11 @@ msgstr "" msgid "Add a hash to your document" msgstr "Ihrem Dokument einen Hash hinzufügen" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "Diese Funktion ist standardmäßig aktiviert." -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." @@ -45678,18 +47367,18 @@ msgstr "" "wird dieser Validierungsschritt für jedes Feld, das dieser Rolle zugewiesen " "ist, angefordert." -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "Itsme®" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -45698,7 +47387,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -45709,7 +47398,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "„Kunde (identifiziert mit itsme®)“ auswählen" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -45717,11 +47406,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "Hash des Unterzeichners:" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -45730,7 +47419,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -45741,76 +47430,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -45818,7 +47508,7 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." @@ -45827,14 +47517,14 @@ msgstr "" ":menuselection:`E-Signatur --> Konfiguration --> Einstellungen --> Feldtypen" " bearbeiten`." -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -45848,7 +47538,7 @@ msgstr "" ":guilabel:`Signatur`-Feldtyp verwendet dann die im ersten Feld eingegebenen " "Daten wieder." -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." @@ -45856,16 +47546,16 @@ msgstr "" ":guilabel:`Initialie`: Benutzer werden aufgefordert, ihre Initialen " "einzugeben, ähnlich wie im Feld :guilabel:`Signatur`." -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr ":guilabel:`Text`: Benutzer geben Text in einer einzelnen Zeile ein." -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" ":guilabel:`Mehrzeiliger Text`: Benutzer geben Text in mehreren Zeilen ein." -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." @@ -45873,7 +47563,7 @@ msgstr "" ":guilabel:`Kontrollkästchen`: Benutzer können ein Kästchen ankreuzen (z. B. " "um ihre Zustimmung oder ihr Einverständnis zu signalisieren)." -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." @@ -45881,7 +47571,7 @@ msgstr "" ":guilabel:`Auswahl`: Benutzer wählen eine einzelne Option aus einer Vielzahl" " von Möglichkeiten." -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -45894,7 +47584,7 @@ msgstr "" "(`res.partner`) der Person verwendet, die das Dokument unterschreibt. Geben " "Sie dazu den technischen Namen des Kontaktmodellfeldes ein." -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." @@ -45903,7 +47593,7 @@ msgstr "" "Entwicklermodus und fahren Sie mit der Maus über das Fragezeichen neben dem " "Feld." -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." @@ -45911,7 +47601,7 @@ msgstr "" "Die automatisch ausgefüllten Werte sind Vorschläge und können von der " "Person, die das Dokument unterzeichnet, nach Bedarf geändert werden." -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -45921,7 +47611,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/de/LC_MESSAGES/inventory_and_mrp.po b/locale/de/LC_MESSAGES/inventory_and_mrp.po index 625cdf3f3..744e81e4f 100644 --- a/locale/de/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/de/LC_MESSAGES/inventory_and_mrp.po @@ -7,17 +7,17 @@ # Niki Waibel, 2023 # Michael Hofer, 2023 # Martin Trigaux, 2023 -# Wil Odoo, 2023 -# Larissa Manderfeld, 2023 +# Wil Odoo, 2024 +# Larissa Manderfeld, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Larissa Manderfeld, 2023\n" +"Last-Translator: Larissa Manderfeld, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -59,72 +59,270 @@ msgid "Daily operations" msgstr "Tägliche Vorgänge" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" -msgstr "Verfahren für eine Bestandsaufnahme mit Barcodes" +msgid "Apply inventory adjustments with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -"Um eine Bestandsaufnahme mithilfe von Barcodes durchzuführen, müssen Sie " -"zunächst die *Barcode*-App öffnen. Klicken Sie dann in der App auf " -"*Bestandsaufnahmen*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -"Wenn Sie vollständig mit Barcodes arbeiten möchten, können Sie das Dokument " -"*Befehle für die Bestandsaufnahme* herunterladen." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" -"Sobald Sie auf *Bestandsaufnahmen* geklickt haben, erstellt Odoo automatisch" -" eine solche. Beachten Sie, dass Sie, wenn Sie mit mehreren Standorten " -"arbeiten, zunächst angeben müssen, an welchem Standort die Bestandsaufnahme " -"stattfindet." #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" -"Wenn Sie nicht mit mehreren Standorten arbeiten, können Sie die " -"verschiedenen Produkte, die Sie in die Bestandsaufnahme einbeziehen möchten," -" scannen." #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -"Wenn Sie 5 identische Artikel haben, scannen Sie sie 5-mal oder verwenden " -"Sie die Tastatur, um die Anzahl festzulegen." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -"Neben der Verwendung des Barcode-Scanners können Sie bei Bedarf auch manuell" -" ein Produkt hinzufügen. Klicken Sie dazu auf *Produkt hinzufügen* und geben" -" Sie die Informationen manuell ein." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "Wussten Sie schon?" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" -"Wenn Sie alle Artikel des Standorts gescannt haben, validieren Sie den " -"Bestand manuell oder scannen Sie den Barcode *Validieren*." #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:6 @@ -1248,6 +1446,9 @@ msgstr "Losnummer" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1277,6 +1478,7 @@ msgstr ":guilabel:`Los` im Pop-up für Detaillierte Vorgänge" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1685,192 +1887,662 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "Datensatz bei der Aufnahme von 52,1 kg Pfirsichen." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" -msgstr "Transferverfahren" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "Einfacher Transfer" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 -msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -"Um einen Transfer aus der *Barcode*-App zu verarbeiten, müssen Sie zurerst " -"auf *Vorgänge* gehen." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -"Dann haben Sie die Wahl, entweder einen bereits vorhandenen Transfer " -"einzugeben, indem Sie zur entsprechenden Vorgangsart gehen und den " -"gewünschten Transfer manuell auswählen, oder indem Sie den Barcode des " -"Transfers scannen." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -"Von dort aus können Sie die Produkte scannen, die Teil des bestehenden " -"Transfers sind und/oder neue Produkte zu diesem Transfer hinzufügen. Sobald " -"alle Produkte gescannt wurden, können Sie den Transfer validieren, um mit " -"den Lagerbuchung fortzufahren." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -"Wenn Sie in Ihrem Lagerhaus verschiedene Lagerorte haben, können Sie " -"zusätzliche Schritte für die verschiedenen Vorgangsarten hinzufügen." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "Wareneingänge" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -"Wenn Sie ein Produkt auf Lager erhalten, müssen Sie dessen Barcode scannen, " -"um es im System zu identifizieren. Danach können Sie entweder dafür sorgen, " -"dass es in den Hauptlagerort des Transfers gelangt, z. B. WH/Stock, oder Sie" -" scannen einen Lagerort-Barcode, damit es in einen Unterlagerort des " -"Hauptlagerorts gelangt." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -"Wenn Sie möchten, dass das Produkt in unserem Beispiel WH/Stock eingegeben " -"wird, können Sie einfach das nächste Produkt scannen." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "Lieferaufträge" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -"Wenn Sie ein Produkt ausliefern, müssen Sie den Quellstandort scannen, wenn " -"er sich von dem ursprünglich beim Transfer festgelegten Standort " -"unterscheidet. Dann können Sie mit dem Scannen der Produkte beginnen, die " -"von diesem bestimmten Ort aus geliefert werden." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -"Sobald die verschiedenen Produkte gescannt wurden, haben Sie die " -"Möglichkeit, einen anderen Ort zu scannen, z. B. WH/Stock, und eine weitere " -"Seite wird Ihrem Lieferauftrag hinzugefügt. Mit den Schaltflächen *Zurück* " -"und *Weiter* können Sie von einer Seite zur anderen wechseln." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -"Jetzt können Sie Ihren Transfer validieren. Klicken Sie dazu auf *Weiter*, " -"bis Sie die letzte Seite des Transfers erreichen. Dort können Sie sie " -"validieren." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "Interne Transfers" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -"Wenn Sie einen internen Transfer mit mehreren Standorten durchführen, müssen" -" Sie zunächst den Quellstandort des Produkts scannen. Dann können Sie das " -"Produkt selbst scannen, bevor Sie den Barcode des Zielortes scannen müssen." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -"Wenn die Quelle und das Ziel der internen Transfers bereits korrekt sind, " -"müssen Sie diese nicht scannen." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" -msgstr "Transfers mit verfolgten Produkten" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -"Wenn Sie mit Produkten arbeiten, die per Los-/Seriennummern verfolgt werden," -" gibt es zwei Vorgehensweisen:" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 -msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -"Wenn Sie mit Serien-/Losnummern arbeiten und dabei alle Produkte " -"berücksichtigen, können Sie den Barcode der Los-/Seriennummer scannen und " -"Odoo erhöht die Menge des Produkts, indem es dessen Los-/Seriennummer " -"festlegt." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 +msgid "" +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" -"Wenn Sie dieselbe Los-/Seriennummer für verschiedene Produkte haben, können " -"Sie zuerst den Barcode des Produkts und dann den Barcode der " -"Los-/Seriennummer scannen." #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" -msgstr "Einen neuen Transfer erstellen" +msgid "Create and process transfers with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -"Um einen Transfer aus der *Barcode*-App zu erstellen, müssen Sie zunächst " -"die Barcodes der Vorgangsarten drucken. Dazu können Sie das *Dokument für " -"Bestandsbarcodes* von der Startseite der App herunterladen." -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" -"Danach können Sie das Produkt scannen, für das Sie ein neues Dokument " -"erstellen möchten. Dann wird ein leeres Dokument erstellt und Sie können " -"Ihre Produkte scannen, um es zu füllen." #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 msgid "Setup" @@ -3841,105 +4513,172 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" -msgstr "Was ist der Unterschied zwischen Los- und Seriennummern?" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "Einführung" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 -msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +msgid "Difference between lots and serial numbers" msgstr "" -"In Odoo haben Lose und Seriennummern Ähnlichkeiten in ihrem Funktionssystem," -" unterscheiden sich aber in ihrem Verhalten. Sie werden beide in den Apps " -"**Lager**, **Einkauf** und **Verkauf** verwaltet." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -"**Lose** entsprechen einer bestimmten Anzahl von Produkten, die Sie erhalten" -" haben und die zusammen in einer einzigen Packung gelagert werden." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -"**Seriennummern** sind Identifikationsnummern, die einem bestimmten Produkt " -"zugewiesen werden, um die Historie des Artikels vom Empfang bis zur " -"Lieferung und nach dem Verkauf zu verfolgen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" -msgstr "Wann werden Sie verwendet?" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -"**Lose** sind für Produkte interessant, die Sie in großen Mengen erhalten " -"und bei denen eine Losnummer für Berichte, Qualitätskontrollen oder andere " -"Informationen hilfreich sein kann. Lose helfen bei der Identifizierung einer" -" Anzahl von Stücken, die z. B. einen Produktionsfehler aufweisen. Dies kann " -"bei der Serienproduktion von Kleidung oder Lebensmitteln nützlich sein." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" -"**Seriennummern** sind für Artikel interessant, die einen Kundendienst " -"benötigen könnten, wie Smartphones, Laptops, Kühlschränke und andere " -"elektronische Geräte. Sie können die Seriennummer des Herstellers oder Ihre " -"eigene verwenden, je nachdem, wie Sie diese Produkte verwalten" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" +msgstr ":doc:`lots`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "Wann werden Sie nicht verwendet?" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" -"Die Lagerung von Verbrauchsgütern wie Küchenrollen, Toilettenpapier, Stiften" -" und Papierblöcken in Losen macht überhaupt keinen Sinn, da die " -"Wahrscheinlichkeit, dass Sie sie bei Produktionsfehlern zurückgeben können, " -"sehr gering ist." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" -"Außerdem ist die Vergabe einer Seriennummer für jedes Produkt eine " -"zeitraubende Aufgabe, die nur bei Artikeln mit Garantie und/oder " -"Kundendienst Sinn macht. Eine Seriennummer zum Beispiel für Brot macht " -"überhaupt keinen Sinn." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr ":doc:`serial_numbers`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" -msgstr ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "Los- und Seriennummern aktivieren" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" +"Die Funktion für Lose und Seriennummern in den Lagereinstellungen wurde " +"aktiviert." + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "Rückverfolgbarkeit" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 msgid "Expiration dates" @@ -4667,16 +5406,6 @@ msgstr "" "werden, um ein Produkt zu einer Gruppe zurückzuverfolgen. Dies ist besonders" " nützlich bei der Verwaltung von Produktrückrufen oder Verfallsdaten." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "Los- und Seriennummern aktivieren" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -4692,12 +5421,6 @@ msgstr "" ":guilabel:`Los- & Seriennummern`. Klicken Sie dann auf die Schaltfläche " ":guilabel:`Speichern`, um die Änderungen zu speichern." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" -"Die Funktion für Lose und Seriennummern in den Lagereinstellungen wurde " -"aktiviert." - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "Produkte mittels Los verfolgen" @@ -4861,11 +5584,11 @@ msgstr "" " dem Formular der Bestellung vergeben. Für ausgehende Waren werden die " "Losnummern direkt auf dem Formular des Verkaufsauftrags vergeben." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "Lose für Wareneingänge verwalten" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." @@ -4873,7 +5596,7 @@ msgstr "" "Die Zuweisung von Losnummern zu **eingehenden** Waren kann direkt aus der " "Bestellung erfolgen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." @@ -4881,7 +5604,7 @@ msgstr "" "Um eine Bestellung zu erstellen, gehen Sie zur :menuselection:`Einkaufsapp " "--> Neu`. Es erscheint ein neues, leeres Formular für die Angebotsanfrage." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -4894,7 +5617,7 @@ msgstr "" ":guilabel:`Produkt hinzufügen` (unter dem Reiter :guilabel:`Produkte`) " "klicken." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." @@ -4902,7 +5625,7 @@ msgstr "" "Wählen Sie die gewünschte Menge des zu bestellenden Produkts, indem Sie die " "Zahl in der Spalte :guilabel:`Menge` ändern." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -4916,7 +5639,7 @@ msgstr "" "Klicken Sie auf die intelligente Schaltfläche :guilabel:`Wareneingang`, um " "zum Formular für den Lagerempfang zu gelangen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -4934,7 +5657,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "Benutzerfehler-Pop-up zum Hinzufügen von Los-/Seriennummern" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -4947,7 +5670,7 @@ msgstr "" ":guilabel:`Vorgänge` befindet.) Wenn Sie auf dieses Symbol klicken, wird ein" " Pop-up-Fenster :guilabel:`Detaillierte Vorgänge` angezeigt." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " @@ -4957,14 +5680,14 @@ msgstr "" "einschließlich der Zuweisung einer Losnummer, in der Spalte :guilabel:`Name " "der Los-/Seriennummer` am unteren Rand des Pop-up-Fensters." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" "Losnummern können auf zwei Weisen zugewiesen werden: **manuell** und " "**Kopieren/Einfügen**." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -4981,7 +5704,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "Pop-up für detaillierte Vorgänge zur Zuweisung von Losnummern." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -4994,7 +5717,7 @@ msgstr "" "Sie diesen Vorgang, bis die :guilabel:`Erledigte Menge` mit dem " ":guilabel:`Bedarf` übereinstimmt." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -5017,7 +5740,7 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "Liste der Losnummern in Excel-Tabelle kopiert." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." @@ -5026,7 +5749,7 @@ msgstr "" ":guilabel:`Bestätigen`, um das Pop-up-Fenster zu schließen. Klicken Sie dann" " auf :guilabel:`Validieren`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -5041,11 +5764,11 @@ msgstr "" ":guilabel:`Referenz`-Dokument, das :guilabel:`Produkt`, das zurückverfolgt " "wird, die zugewiesene :guilabel:`Los/Serie #` und mehr." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "Lose auf Lieferaufträgen verwalten" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." @@ -5053,7 +5776,7 @@ msgstr "" "Die Zuweisung von Losnummern zu **ausgehenden** Waren kann direkt aus dem " "Verkaufsauftrag (VA) erfolgen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." @@ -5062,7 +5785,7 @@ msgstr "" ":menuselection:`Verkaufsapp --> Neu`. Es erscheint ein neues, leeres " "Angebotsformular." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " @@ -5073,7 +5796,7 @@ msgstr "" ":guilabel:`Produkt`-Zeilen (im Reiter :guilabel:`Auftragspositionen`) " "Produkte hinzufügen, indem Sie auf :guilabel:`Produkt hinzufügen` klicken." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " @@ -5082,7 +5805,7 @@ msgstr "" "Wählen Sie die gewünschte zu verkaufende Menge, indem Sie die Zahl in der " "Spalte :guilabel:`Menge` ändern." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " @@ -5093,7 +5816,7 @@ msgstr "" "bestätigt ist, wird es zu einem :abbr:`VA (Verkaufsauftrag)`, und eine " "intelligente Schaltfläche :guilabel:`Lieferung` erscheint." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " @@ -5103,7 +5826,7 @@ msgstr "" "Lagerscheinformular für diesen spezifischen :abbr:`VA (Verkaufsauftrag)` " "anzuzeigen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -5118,7 +5841,7 @@ msgstr "" "befindet.) Wenn Sie auf dieses Symbol klicken, wird ein Pop-up-Fenster " ":guilabel:`Detaillierte Vorgänge` angezeigt." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" @@ -5129,7 +5852,7 @@ msgstr "" "speziellen Los entnommen wird (sofern der Bestand in diesem speziellen Los " "ausreichend ist)." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -5141,7 +5864,7 @@ msgstr "" "die Menge in der Spalte :guilabel:`Erledigt` so, dass sie nur diesen " "spezifischen Teil der Gesamtmenge umfasst." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -5155,12 +5878,12 @@ msgstr "" "von der bestellten Menge ab und davon, ob die Menge in einem Los ausreicht, " "um den Auftrag zu erfüllen." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -5178,7 +5901,7 @@ msgid "Detailed operations popup for source lot number on sales order." msgstr "" "Detailliertes Vorgangs-Pop-up für die Referenzlosnummer im Verkaufsauftrag." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -5193,7 +5916,7 @@ msgstr "" ":guilabel:`Referenz`-Dokument, das :guilabel:`Produkt`, das zurückverfolgt " "wird, die zugewiesene :guilabel:`Los/Serie #` und mehr." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " @@ -5203,11 +5926,11 @@ msgstr "" ":guilabel:`Referenz`-Beleg aus der vorherigen Bestellung enthalten, wenn die" " Produktmengen dieselbe Losnummer haben." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "Lose für unterschiedliche Vorgangsarten verwalten" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " @@ -5217,7 +5940,7 @@ msgstr "" " Produkten aus einer Bestellung möglich. **Bestehende** Losnummern können " "nicht verwendet werden." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." @@ -5226,7 +5949,7 @@ msgstr "" "können keine neuen Losnummern angelegt, sondern nur bestehende Losnummern " "verwendet werden." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " @@ -5237,7 +5960,7 @@ msgstr "" "--> Konfiguration --> Vorgangsarten`, und wählen Sie die gewünschte " ":guilabel:`Vorgangsart`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -5254,7 +5977,7 @@ msgstr "" ":guilabel:`Rückverfolgbarkeit`). Klicken Sie abschließend auf die " "Schaltfläche :guilabel:`Speichern`, um die Änderungen zu speichern." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -5271,7 +5994,7 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "Aktivierte Rückverfolgbarkeitseinstellung auf Vorgangsartformular." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" @@ -5281,11 +6004,11 @@ msgstr "" "werden, kann es sinnvoll sein, die Option :guilabel:`Bestehende verwenden` " "für Lagereingänge zu aktivieren." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "Rückverfolgbarkeit von Losen" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " @@ -5295,7 +6018,7 @@ msgstr "" "den gesamten Lebenszyklus eines Produkts nachvollziehen: woher (und wann) es" " kommt, wo es gelagert wurde und an wen (und wann) es geliefert wurde." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " @@ -5306,7 +6029,7 @@ msgstr "" " Los-/Seriennummern`. Daraufhin wird das Dashboard " ":menuselection:`Los-/Seriennummern` angezeigt." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " @@ -5316,7 +6039,7 @@ msgstr "" "die erweitert werden können, um die Losnummern anzuzeigen, die diesen " "Produkten zugewiesen sind." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -5329,7 +6052,7 @@ msgstr "" " hinzufügen` und wählen Sie :guilabel:`Los-/Seriennummer` aus dem Drop-down-" "Menü. Klicken Sie dann auf :guilabel:`Anwenden`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -5342,10 +6065,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "Rückverfolgbarkeitsbericht für Los- und Seriennummern." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -6108,6 +6829,11 @@ msgstr "" "Lagerbestände mit dieser Seriennummer und alle Vorgänge mit dieser " "Seriennummer anzuzeigen." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -6592,7 +7318,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "Einen Verkaufsauftrag erstellen" @@ -8090,7 +8816,7 @@ msgstr "Produkte direkt erhalten (1 Schritt)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "Einen Einkaufsauftrag erstellen" @@ -8111,7 +8837,7 @@ msgstr "" "bestätigen`, um das Angebot als neuen Einkaufsauftrag abzuschließen." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -8200,11 +8926,11 @@ msgstr "" ":guilabel:`Erledigt`, wodurch der Empfangsprozess in einem Schritt " "abgeschlossen wird." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "Waren direkt liefern (1 Schritt)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -8219,7 +8945,7 @@ msgstr "" "hinzu, das auf Lager ist, und klicken Sie auf :guilabel:`Bestätigen`, um das" " Angebot als Verkaufsauftrag abzuschließen." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -8235,7 +8961,7 @@ msgstr "" "Die intelligente Schaltfläche Lieferung wird angezeigt, nachdem der " "Verkaufsauftrag bestätigt wurde." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -8252,12 +8978,12 @@ msgstr "" "Intelligente Schaltfläche „1 zu verarbeiten“ der Kanban-Karte der " "Lieferaufträge" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "Die Lieferung verarbeiten" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -8270,7 +8996,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "Den Lieferauftrag validieren." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -8770,18 +9496,18 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " -"goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " +"goods in input, then quality and then stock (3 steps)` for " +":guilabel:`Incoming Shipments`." msgstr "" -"Als nächstes muss das Lager für dreistufige Eingänge konfiguriert werden. " -"Gehen Sie auf :menuselection:`Lager --> Konfiguration --> Lagerhäuser`, und " -"klicken Sie auf :guilabel:`Bearbeiten`, um das Lager zu bearbeiten. Wählen " -"Sie dann :guilabel:`Wareneingang, dann Qualität und dann Lager (3 Schritte)`" -" für :guilabel:`Wareneingänge`. Anschließend :guilabel:`Speichern` Sie die " -"Änderungen." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." @@ -8789,38 +9515,29 @@ msgstr "" "Die Option für Wareneingänge so einstellen, dass sie in drei Schritten " "erhalten werden." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -"Wenn Sie dreistufige Eingänge und Lieferungen aktivieren, werden zwei neue " -"interne Orte erstellt: *Eingang* (WH/Input) und ein *Qualitätskontrolle* " -"(WH/Quality Control). Um diese Orte umzubenennen, gehen Sie zu " -":menuselection:`Konfiguration --> Lagerorte`, wählen Sie den zu ändernden " -":guilabel:`Lagerort`, klicken Sie auf :guilabel:`Bearbeiten`, aktualisieren " -"Sie den Namen und klicken Sie schließlich auf :guilabel:`Speichern`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -"Einen Eingang in drei Schritten verarbeiten (Eingang + Qualität + Lager)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -"Erstellen Sie in der App :menuselection:`Einkauf` ein neues Angebot, indem " -"Sie auf :guilabel:`Neu` klicken. Wählen Sie einen :guilabel:`Lieferanten`, " -"fügen Sie ein lagerfähiges :guilabel:`Produkt` hinzu, und klicken Sie auf " -":guilabel:`Auftrag bestätigen`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " @@ -8831,11 +9548,11 @@ msgstr "" " Sie auf die intelligente Schaltfläche :guilabel:`Wareneingang` klicken, " "wird die Eingangsauftrag angezeigt." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "Einen Wareneingang verarbeiten" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -8855,7 +9572,7 @@ msgstr "" "Der Status der drei Eingangstransfers zeigt an, welcher Vorgang bereit ist " "und welche auf einen anderen Vorgang warten." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -8870,7 +9587,7 @@ msgstr "" "erst verarbeitet werden können, wenn der verknüpfte Schritt vor jedem " "Transfer abgeschlossen ist." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -8884,7 +9601,7 @@ msgstr "" "dann mit :guilabel:`Bereit` gekennzeichnet, wenn der Transfer an Qualität " "als :guilabel:`Erledigt` markiert wurde." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -8901,7 +9618,7 @@ msgstr "" "Ein zur Bearbeitung bereitstehender Wareneingang in der Kanban-Ansicht " "Lagerübersicht." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -8919,11 +9636,11 @@ msgstr "" "Wareneingang validieren durch Klick auf Validieren und das Produkt wird dann" " an den Ort WH/Quality übertragen." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "Einen Transfer an die Qualitätskontrolle verarbeiten" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -8937,7 +9654,7 @@ msgstr "" ":guilabel:`Übersicht` auf die intelligente Schaltfläche :guilabel:`1 zu " "verarbeiten` auf der Kanban-Karte :guilabel:`Interne Transfers`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -8960,11 +9677,11 @@ msgstr "" "Den internen Transfer validieren, um den Artikel zum Qualitätskontrollpunkt " "zu verschieben." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "Einen Transfer zum Bestand verarbeiten" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -8977,7 +9694,7 @@ msgstr "" "die intelligente Schaltfläche :guilabel:`1 zu verarbeiten` auf der Kanban-" "Karte :guilabel:`Interne Transfers`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -11222,6 +11939,173 @@ msgstr "" ":guilabel:`Validieren`, um den Stapeltransfer als :guilabel:`Erledigt` zu " "markieren." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "Arbeitsablauf" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -11355,6 +12239,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -12008,6 +12893,626 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "2" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "1" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "Ablaufdatum" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" +"Zwei Lose werden für einen Verkaufsauftrag mit der FIFO-Strategie " +"reserviert." + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "Konsignation: Bestand kaufen und verkaufen, ohne ihn zu besitzen" @@ -12624,44 +14129,102 @@ msgstr "" "Lagerkategorien, die in eine Vielzahl von Einlagerungsregeln verwendet wird." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "Basiert auf" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -12670,669 +14233,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "Was passiert im Lagerhaus?" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "Produkte, die über den Wareneingangsbereich ins Lager kommen." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" +msgstr "Nächstgelegener Standort" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "First In, First Out (FIFO)" +msgid "Least Packages" +msgstr "Kleinste Pakete" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "Los- & Seriennummern" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "Pakete" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "Last In, First Out (LIFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" -"Die Strategie *First Expired, First Out* (FEFO) unterscheidet sich ein wenig" -" von den beiden anderen Entnahmestrategien. Bei FEFO (First Expired, First " -"Out) ist das Verfallsdatum wichtig, nicht das Datum, an dem das Produkt in " -"den Bestand aufgenommen wurde." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" -":guilabel:`20001` wurde am 1. Juli in den Bestand aufgenommen und läuft am " -"15. Juli ab, :guilabel:`20002` wurde am 2. Juli aufgenommen und läuft am 14." -" Juli ab, und :guilabel:`20003` wurde am 4. Juli aufgenommen und läuft am " -"21. Juli ab. Ein Kunde bestellt am 5. Juli sechs Kisten. Mit der Strategie " -":abbr:`FEFO (First Expired, First Out)` wird ein Transfer für die fünf " -"Kisten von :guilabel:`20002` und eine von :guilabel:`20001` angefordert. Der" -" Transfer für alle Kisten des Loses :guilabel:`20002` erfolgt, weil sie das " -"nächstliegende Verfallsdatum haben. Bei dem Transfer wird auch eine Kiste " -"aus :guilabel:`20001` angefordert, weil sie das nächstliegende Verfallsdatum" -" nach dem Los :guilabel:`20002` hat." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" -"Grundsätzlich wird bei jedem Verkaufsauftrag für ein Produkt mit der " -"Strategie :abbr:`FEFO (First Expired, First Out)` ein Transfer für das " -"Produkt angefordert, dessen Verfallsdatum dem Auftragsdatum am nächsten " -"liegt." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "Nächstgelegener Standort" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" -"Die Strategie *Nächstgelegener Standort* unterscheidet sich völlig von den " -"anderen Entnahmestrategien. Sie bezieht sich nicht auf das Datum des " -"Eingangs in das Lager, sondern auf den Ort, an dem sich das Produkt " -"befindet. Sie wird in der Regel für Produkte verwendet, die mit der Zeit " -"nicht verderben." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" -"Damit soll vermieden werden, dass der Lagerarbeiter einen langen Weg zum " -"unteren Ende des Lagers zurücklegen muss, wenn sich das Produkt auch an " -"einem nahe gelegenen Ort befindet. Diese Methode ist nur verfügbar, wenn die" -" Einstellung :guilabel:`Lagerorte` aktiviert ist. Der nächstgelegene " -"Lagerort ist derjenige, der in der alphabetischen Reihenfolge an erster " -"Stelle steht." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "Entnahmestrategien verwenden" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" -"Um einige Einheiten von anderen zu unterscheiden, müssen die Einheiten " -"entweder nach *Los* oder nach *Seriennummer* verfolgt werden. Gehen Sie dazu" -" zu :menuselection:`Lager --> Konfiguration --> Einstellungen`. Aktivieren " -"Sie dann die Einstellungen :guilabel:`Lagerort`, :guilabel:`Mehrstufige " -"Routen` und :guilabel:`Los- & Seriennummern`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "FIFO (First In, First Out)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" -"Zwei Lose werden für einen Verkaufsauftrag mit der FIFO-Strategie " -"reserviert." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "LIFO (Last In, First Out)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "Zwei Lose werden für einen Verkauf mit der LIFO-Strategie reserviert." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "FEFO (First Expired, First Out)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "Ansicht des Entnahmedatums für 0000001." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -13984,10 +15083,6 @@ msgstr "" ":ref:`Unterschiedliche Maßeinheiten verwenden " "`" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "Pakete" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -15832,20 +16927,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -15854,14 +16949,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -19881,12 +20976,10 @@ msgstr "Stücklisten für Produktvarianten verwalten" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" -"Mit Odoo kann eine einzige Stückliste für mehrere Varianten desselben " -"Produkts verwendet werden. Eine konsolidierte Stückliste für ein Produkt mit" -" Varianten spart Zeit, da Sie nicht mehrere Stücklisten verwalten müssen." #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 msgid "Activate product variants" @@ -19894,52 +20987,169 @@ msgstr "Produktvarianten aktivieren" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" -"Um Varianten zu aktivieren, navigieren Sie einfach zu :menuselection:`Lager " -"--> Konfiguration --> Einstellungen --> Produkte`, und aktivieren Sie die " -"Option :guilabel:`Varianten`. Klicken Sie anschließend auf " -":guilabel:`Speichern`, um die Einstellung zu übernehmen. Weitere " -"Informationen zur Konfiguration von Produktvarianten finden Sie auf " -":doc:`dieser Seite " -"<../../../sales/sales/products_prices/products/variants>`." #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "Auswahl von „Varianten“ in den Einstellungen der Lagerapp." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "Stücklistenkomponenten auf Produktvarianten anwenden" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" -"Als nächstes erstellen Sie eine neue Stückliste oder bearbeiten eine " -"bestehende, indem Sie auf :menuselection:`Fertigung --> Produkte --> " -"Stücklisten` gehen. Klicken Sie dann auf :guilabel:`Bearbeiten`. Die Option " -":guilabel:`Auf Varianten anwenden`, mit der Sie Komponenten bestimmten " -"Produktvarianten in der Stückliste zuordnen können, ist verfügbar, sobald " -"die Einstellung :guilabel:`Varianten` in der :guilabel:`Lager`-App aktiviert" -" wurde. Wenn das Feld :guilabel:`Auf Varianten anwenden` nicht sofort " -"sichtbar ist, aktivieren Sie es über das Menü der zusätzlichen Optionen." #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "Option „Auf Varianten anwenden“ im Menü der zusätzlichen Optionen." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " @@ -19950,21 +21160,152 @@ msgstr "" "verwendet. Das gleiche Prinzip gilt für die Konfiguration von Vorgängen und " "Nebenprodukten." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" -"Wenn Sie Stücklisten für Varianten durch Komponentenzuweisung definieren, " -"sollten Sie das Feld :guilabel:`Produktvariante` im Hauptteil der Stückliste" -" leer lassen, wie unten gezeigt. Dieses Feld wird nur verwendet, wenn Sie " -"eine Stückliste speziell für eine Produktvariante erstellen." + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." -msgstr "Komponenten auf mehrere Varianten anwenden." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 msgid "Scrap during manufacturing" @@ -20738,10 +22079,6 @@ msgstr "" "einfach in den Preis des Subunternehmers **s** auf und entfernen die " "Produkte *B* aus der *Stückliste*." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "Rückverfolgbarkeit" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/de/LC_MESSAGES/sales.po b/locale/de/LC_MESSAGES/sales.po index bde5a9f0d..9bde45563 100644 --- a/locale/de/LC_MESSAGES/sales.po +++ b/locale/de/LC_MESSAGES/sales.po @@ -11,17 +11,17 @@ # Friederike Fasterling-Nesselbosch, 2023 # Felix Schubert , 2023 # Martin Trigaux, 2023 -# Larissa Manderfeld, 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 +# Larissa Manderfeld, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Larissa Manderfeld, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -65,26 +65,12 @@ msgstr "Leads in Verkaufschancen umwandeln" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" -"Das System kann Leads anstelle von Verkaufschancen generieren, um einen " -"Qualifizierungsschritt hinzuzufügen, bevor ein *Lead* in eine " -"*Verkaufschance* umgewandelt und den richtigen Vertriebsmitarbeitern " -"zugewiesen wird." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" -"Sie können diesen Modus in den CRM-Einstellungen aktivieren. Er wird " -"standardmäßig auf alle Ihre Verkaufskanäle angewandt. Sie können ihn jedoch " -"auf bestimmte Kanäle in deren Konfigurationsformular beschränken." - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -109,107 +95,201 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "Konfiguration" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -"Gehen Sie für diese Funktion zu :menuselection:`CRM --> Konfiguration --> " -"Einstellungen` und aktivieren Sie die *Leads*-Funktion." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." msgstr "" -"Nun wird unter *Leads* ein neues Untermenü *Leads* aufgeführt, in dem sie " -"aufgelistet werden." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "Einen Lead in eine Verkaufschance umwandeln" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -"Wenn Sie auf einen *Lead* klicken, haben Sie die Möglichkeit, ihn in eine " -"Verkaufschance umzuwandeln und zu entscheiden, ob er weiterhin demselben " -"Kanal oder derselben Person zugewiesen werden soll oder ob Sie einen neuen " -"Kunden erstellen müssen." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -"Wenn Sie bereits eine Verkaufschance mit diesem Kunden haben, bietet Odoo " -"Ihnen automatisch an, diese mit dieser Verkaufschance zu verbinden. Auf die " -"gleiche Weise bietet Odoo Ihnen automatisch an, sie mit einem bestehenden " -"Kunden zu verknüpfen, wenn dieser Kunde bereits existiert." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" -msgstr "Verkaufschancen zusammenführen" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" -"Odoo schlägt auch automatisch vor, Verkaufschancen zusammenzuführen, wenn " -"sie dieselbe E-Mail-Adresse haben. Beim Zusammenführen von Verkaufschancen " -"führt Odoo die Informationen in der Verkaufschance zusammen, die zuerst " -"erstellt wurde, wobei die Informationen der ersten Verkaufschance Vorrang " -"haben." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -"Es gehen keine Informationen verloren: Die Daten der anderen Verkaufschance " -"werden im Chatter und in den Informationsfeldern protokolliert, damit sie " -"leicht zugänglich sind." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -"Wenn Sie selbst ein Duplikat finden ... können Sie auch Verkaufschancen oder" -" Leads zusammenführen, selbst wenn das System dies nicht vorschlägt." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -"So gehen Sie in der Listenansicht vor. Wählen Sie die Verkaufschancen oder " -"Leads aus, die Sie zusammenführen möchten, und die Aktionsschaltfläche wird " -"angezeigt. Dann können Sie „Zusammenführen“ auswählen." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." msgstr "" -"Es ist auch möglich, mehr als 2 Verkaufschancen oder Leads zusammenzuführen." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" @@ -620,6 +700,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Positionen" @@ -8411,20 +8492,17 @@ msgid "Rental" msgstr "Vermietung" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" -"**Odoo Vermietung** ist eine umfassende Lösung zur Verwaltung Ihrer " -"Vermietungen." #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" -"Von einer einzigen Ansicht aus können Sie Angebote versenden, Aufträge " -"bestätigen, Vermietungen planen, die Abholung und Rückgabe von Produkten " -"registrieren und Ihren Kunden Rechnungen zusenden." #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" @@ -8435,88 +8513,237 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "`Odoo-Tutorials: Vermietung `_" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "Mietpreisgestaltung" - -#: ../../content/applications/sales/rental.rst:22 -msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +msgid "Dashboard" +msgstr "" + +#: ../../content/applications/sales/rental.rst:19 +msgid "" +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" -"Gehen Sie zu :menuselection:`Vermietung --> Produkte`, wählen Sie ein " -"Produkt aus oder erstellen Sie eins und klicken Sie auf den Reiter " -"*Vermietung* des Produkts. Klicken Sie unter *Preisgestaltung* auf *Preis " -"hinzufügen*. Wählen Sie dann eine *Zeiteinheit* (Stunden, Tage, Wochen oder " -"Monate), eine *Dauer* und einen *Preis*. Sie können so viele Preiszeilen wie" -" nötig hinzufügen, in der Regel um Rabatte für längere Mietdauern zu " -"gewähren." #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" -msgstr "Beispiel der Konfiguration der Mietpreisgestaltung in Odoo Vermietung" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." +msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" -"Unter *Reservierungen* können Sie Verzugszinsen für jede *zusätzliche " -"Stunde* oder jeden *zusätzlichen Tag* festlegen. Sie können auch eine " -"*Sicherheitszeit*, ausgedrückt in Stunden, festlegen, um das Produkt " -"zwischen zwei Mietaufträgen vorübergehend nicht verfügbar zu machen." #: ../../content/applications/sales/rental.rst:37 -msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." -msgstr "" -"Wenn Sie ein Produkt mieten möchten, das Sie außerhalb der Vermietungsapp " -"erstellt haben, vergessen Sie nicht, das *Kann vermietet werden* unter dem " -"Namen des Produkts anzukreuzen. Diese Option ist standardmäßig aktiviert, " -"wenn Sie ein Produkt direkt in der Vermietungsapp erstellen." +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "Einstellungen" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "Berechnung" - -#: ../../content/applications/sales/rental.rst:44 +#: ../../content/applications/sales/rental.rst:39 msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" -"Odoo verwendet immer zwei Regeln, um den Preis eines Produkts zu berechnen, " -"wenn Sie einen Mietauftrag erstellen:" #: ../../content/applications/sales/rental.rst:46 +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:50 +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:52 +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:56 +msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "Reservierungen" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 msgid "Only one price line is used." msgstr "Nur eine Preiszeile wird verwendet." -#: ../../content/applications/sales/rental.rst:47 +#: ../../content/applications/sales/rental.rst:125 msgid "The cheapest line is selected." msgstr "Die günstigste Zeile wird ausgewählt." -#: ../../content/applications/sales/rental.rst:50 +#: ../../content/applications/sales/rental.rst:128 msgid "Consider the following rental pricing configuration for a product:" msgstr "Betrachten Sie die folgende Mietpreiskonfiguration für ein Produkt:" -#: ../../content/applications/sales/rental.rst:52 +#: ../../content/applications/sales/rental.rst:130 msgid "1 day: $100" msgstr "1 Tag: 100 €" -#: ../../content/applications/sales/rental.rst:53 +#: ../../content/applications/sales/rental.rst:131 msgid "3 days: $250" msgstr "3 Tage: 250 €" -#: ../../content/applications/sales/rental.rst:54 +#: ../../content/applications/sales/rental.rst:132 msgid "1 week: $500" msgstr "1 Woche: 500 €" -#: ../../content/applications/sales/rental.rst:56 +#: ../../content/applications/sales/rental.rst:134 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" @@ -8524,7 +8751,7 @@ msgstr "" "Ein Kunde möchte dieses Produkt für acht Tage mieten. Welchen Preis muss er " "bezahlen?" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " @@ -8534,95 +8761,265 @@ msgstr "" " die günstigste Option ist. Der Kunde muss dreimal „3 Tage“ bezahlen, um die" " acht Tage der Miete abzudecken, also insgesamt 750 €." -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "Kundenunterschrift" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" -"Sie können Ihre Kunden bitten, einen Mietvertrag zu unterzeichnen, der die " -"Vereinbarung zwischen Ihnen und Ihren Kunden beschreibt, bevor diese die " -"Produkte abholen, um sicherzustellen, dass Ihre Produkte pünktlich und in " -"ihrem ursprünglichen Zustand zurückgegeben werden. Gehen Sie dazu zu " -":menuselection:`Vermietung --> Konfiguration --> Einstellungen`, aktivieren " -"Sie *Digitale Dokumente*, und *Speichern* Sie." #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "Einstellungen für digitale Dokumente in Odoo Vermietung" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -"Diese Funktion erfordert die :doc:`E-Signatur <../finance/sign>`-App. Falls " -"erforderlich, installiert Odoo sie nach der Aktivierung von *Digitalen " -"Dokumenten*." -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -"Sobald die Einstellungen der App gespeichert sind, haben Sie die " -"Möglichkeit, die Standardvorlage *Mietvertrag* aus dem Drop-down-Menü zu " -"ändern. Sie können ein beliebiges Dokument auswählen, das bereits in die " -"*E-Signatur*-App hochgeladen wurde, oder ein neues Dokument in die " -"*E-Signatur*-App hochladen, indem Sie auf *Vorlage hochladen* klicken." -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -"Um eine Kundenunterschrift anzufordern, wählen Sie einen bestätigten " -"Mietauftrag, klicken Sie auf *Dokumente unterzeichnen*, wählen Sie die " -"Dokumentvorlage und klicken Sie erneut auf *Dokumente unterzeichnen*. Wählen" -" Sie im nächsten Fenster Ihren Kunden aus und klicken Sie auf *Jetzt " -"unterzeichnen*, um den Signierprozess mit Ihrem Kunden zu starten. Sobald " -"das Dokument fertiggestellt ist, klicken Sie auf *Vollständiges Dokument " -"validieren und senden*." -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "`Odoo-Tutorials: E-Signatur `_" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" -msgstr "Abhol- und Rückgabebeleg" - -#: ../../content/applications/sales/rental.rst:96 -msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:252 +msgid "" +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" -"Sie können Belege drucken und Ihren Kunden aushändigen, wenn sie Produkte " -"abholen und/oder zurückgeben. Öffnen Sie dazu einen beliebigen Mietauftrag, " -"klicken Sie auf *Drucken* und wählen Sie *Abhol- und Rückgabebeleg*. Odoo " -"generiert dann eine PDF-Datei mit allen Informationen über den aktuellen " -"Status der gemieteten Artikel: welche abgeholt wurden, wann sie " -"voraussichtlich zurückgegeben werden, welche zurückgegeben wurden und welche" -" Kosten für eine eventuelle Mietverzögerung entstehen." #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" -msgstr "Druck eines Abhol- und Rückgabebelegs in Odoo Vermietung" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." +msgstr "" #: ../../content/applications/sales/sales.rst:10 msgid "" @@ -8644,353 +9041,339 @@ msgid "Amazon Connector" msgstr "Amazon-Konnektor" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" -msgstr "Amazon-Konnektor-Funktionen" +msgid "Amazon Connector features" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" -"Der **Amazon-Konnektor** synchronisiert die Bestellungen zwischen Amazon und" -" Ihrer Odoo-Datenbank, was die Zeit, die Sie auf Ihrem Dashboard von Amazon " -"Seller Central verbringen, erheblich reduziert und Ihre tägliche Routine " -"erleichtert." #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" -msgstr "Unterstützte Funktionen" +msgid "Supported features" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" -msgstr "Dieser Konnektor kann Folgendes:" +msgid "The Amazon Connector is able to:" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" -"Alle bestätigten Bestellungen (sowohl FBA als auch FBM) (von Amazon zu Odoo)" -" und die dazugehörigen Bestellpositionen synchronisieren, einschließlich:" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" -msgstr "der Name, die Beschreibung und die Menge des Produkts" +msgid "product name, description, and quantity" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" -msgstr "die Versandkosten für das Produkt" +msgid "shipping costs for the product" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" -msgstr "die Kosten für Geschenkverpackungen" +msgid "gift wrapping charges" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -"In Odoo jeden fehlenden Partner für eine Bestellung erstellen (unterstützte " -"Kontaktarten: Kontakt und Lieferung)." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -"Amazon über eine bestätigte Sendung in Odoo (FBM) benachrichtigen, um " -"bezahlt zu werden." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "mehrere Verkäuferkonten unterstützen." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "mehrere Marketplaces pro Verkäuferkonto unterstützen." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "Versand durch Amazon (FBA)" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "Versand durch Händler (FBM)" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "**Aufträge**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" -msgstr "Versendete und stornierte Aufträge synchronisieren" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "Nichtversendete und stornierte Aufträge synchronisieren" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize unshipped and canceled orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "**Shipping**" msgstr "**Versand**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "Kosten" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "Lieferung erstellt" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "**Gift Wrapping**" msgstr "**Geschenkverpackung**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "Von Amazon durchgeführt" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" -msgstr "Kosten für Geschenkverpackungen" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" -msgstr "Geschenkmitteilung" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "**Bestandsverwaltung**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "Eine Bestandsbuchung pro Verkaufsauftragsposition" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "Durch Lieferung ausgeführt" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "**Bestätigung**" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "Amazon bei Bestätigung der Lieferung benachrichtigen" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -"Der Konnektor dient dazu, die Daten von Bestellungen wie oben beschrieben zu" -" synchronisieren. Andere Aktionen, wie z. B. das Herunterladen einer " -"monatlichen Gebührenübersicht, die Bearbeitung von Streitigkeiten oder die " -"Ausstellung von Rückerstattungen, müssen wie üblich über Amazon Seller " -"Central verwaltet werden." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" -msgstr "Unterstützte Marketplaces" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" -"Der Amazon-Konnektor unterstützt alle aktuellen Marketplaces. Wenn ein " -"Marketplace nicht in Ihren Amazon-Marketplaces aufgeführt ist, können Sie " -"einen :ref:`neuen Marketplace hinzufügen `." #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr ":doc:`setup`" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr ":doc:`manage`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" -msgstr "Amazon-Bestellungen in Odoo verwalten" +msgid "Amazon order management" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" -msgstr "Synchronisierung der Bestellungen" +msgid "Order synchronization" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" -"Die Bestellungen werden in regelmäßigen Abständen automatisch von Amazon " -"abgerufen und in Odoo synchronisiert. Die Synchronisierung basiert auf dem " -"Amazon-Status: Nur Bestellungen, deren Status sich seit der letzten " -"Synchronisierung geändert haben, werden von Amazon abgerufen. Bei **FBA** " -"(Fulfilled by Amazon, deutsch: Versand durch Amazon) werden nur die " -"**versendeten** und **stornierten** Bestellungen abgerufen. Für **FBM** " -"(Fulfilled by Merchant, deutsch: Versand durch Händler) wird dasselbe für " -"**nichtversendete** und **stornierte** Bestellungen gemacht. Für jede " -"synchronisierte Bestellung werden in Odoo ein Verkaufsauftrag und ein Kunde " -"angelegt, wenn sie noch nicht registriert sind." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -"Wenn eine Bestellung in Amazon storniert wird und bereits in Odoo " -"synchronisiert wurde, wird der entsprechende Verkaufsauftrag automatisch in " -"Odoo storniert." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -"Um die Synchronisierung einer Bestellung zu erzwingen, deren Status sich " -"seit der letzten Synchronisierung nicht geändert hat, aktivieren Sie den " -":ref:`Entwicklermodus `, gehen Sie zu Ihrem Amazon-Konto und" -" ändern Sie das Datum unter :menuselection:`Orders Follow-up --> Last Order " -"Sync` (Auftragsverfolgung --> Letzte Auftragssynchronisierung). Wählen Sie " -"ein Datum, das vor der letzten Statusänderung der Bestellung liegt, die Sie " -"synchronisieren möchten und speichern Sie." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" -"Um die Bestellungen Ihres Amazon-Kontos sofort zu synchronisieren, wechseln " -"Sie in den :ref:`Entwicklermodus `, gehen Sie zu Ihrem " -"Amazon-Konto und klicken Sie auf **SYNC ORDERS** (Aufträge synchronisieren)." -" Das Gleiche können Sie mit den Kommissionierungen tun, indem Sie auf **SYNC" -" PICKINGS** (Kommissionierungen synchronisieren) klicken." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "Lieferungen in FBM verwalten" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" -"Wenn ein **FBM**-Auftrag in Odoo synchronisiert wird, wird eine " -"Kommissionierung zusammen mit dem Verkaufsauftrag und dem Kunden erstellt. " -"Sie können entweder alle bestellten Produkte auf einmal an Ihren Kunden " -"liefern oder einen Teil der Produkte mithilfe von Lieferrückständen " -"versenden." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" -"Wenn eine Kommissionierung im Zusammenhang mit dem Auftrag bestätigt wird, " -"wird eine Benachrichtigung an Amazon gesendet, die wiederum den Kunden " -"darüber informiert, dass die Bestellung (oder ein Teil davon) auf dem Weg " -"ist." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" -"Amazon verlangt, dass Sie bei jeder Lieferung eine Sendungsverfolgungsnummer" -" angeben. Sie müssen ein Transportunternehmen zuweisen. Wenn das " -"Transportunternehmen nicht automatisch eine Sendungsverfolgungsnummer " -"bereitstellt, müssen Sie diese manuell festlegen. Dies gilt für alle " -"Marketplaces." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" -"Wenn das von Ihnen gewählte Transportunternehmen nicht von Odoo unterstützt " -"wird, können Sie trotzdem ein Transportunternehmen mit seinem Namen " -"erstellen (z. B. ein Transportunternehmen mit dem Namen `Colissimo`). Bei " -"diesem Namen wird die Groß- und Kleinschreibung nicht berücksichtigt, aber " -"achten Sie auf Tippfehler, da Amazon diese nicht erkennt." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." -msgstr "" -"Legen Sie ein Transportunternehmen mit dem Namen `Selbstlieferung` an, um " -"Amazon mitzuteilen, dass Sie Ihre eigenen Lieferungen durchführen. Sie " -"müssen trotzdem eine Sendungsverfolgungsnummer eingeben." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" -"Denken Sie daran, dass der Kunde per E-Mail über die Lieferung " -"benachrichtigt wird und dass das Transportunternehmen und die " -"Sendungsverfolgungsnummer in der E-Mail an den Kunden angezeigt werden." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -9003,178 +9386,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "Lieferungen in FBA verfolgen" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -"Wenn ein **FBA**-Auftrag in Odoo synchronisiert wird, wird für jeden Artikel" -" des Verkaufsauftrags eine Lagerbuchung aufgezeichnet, die in Ihrem System " -"gespeichert wird. Bestandsverwalter finden solche Bewegungen unter " -":menuselection:`Lager --> Berichtswesen --> Produktbewegungen`. Sie nehmen " -"Produkte an einem bestimmten Lagerort mit dem Namen **Amazon** auf. Dieser " -"Ort repräsentiert Ihren Bestand in den Lagern von Amazon und ermöglicht " -"Ihnen die Verwaltung des Bestands Ihrer Produkte im Rahmen des FBA-" -"Programms." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -"Um Ihre Amazon-Bestände (FBA) in Odoo zu verfolgen, können Sie eine " -"Bestandsaufnahme vornehmen, nachdem Sie sie aufgefüllt haben. Sie können " -"auch einen automatischen Nachschub über Nachbestellregeln am Amazon-Standort" -" auslösen." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -"Der Amazon-Standort ist für das in Odoo verwaltete Amazon-Konto " -"konfigurierbar. Alle Konten desselben Unternehmens verwenden standardmäßig " -"denselben Standort. Es ist jedoch möglich, den Bestand nach Marketplaces zu " -"verfolgen. Entfernen Sie zunächst den Marketplace, für den Sie den Bestand " -"separat verfolgen möchten, aus der Liste der synchronisierten Marketplaces. " -"Legen Sie dann eine weitere Registrierung für dieses Konto an und entfernen " -"Sie alle Marketplaces, außer dem, den Sie von den anderen isolieren möchten." -" Weisen Sie schließlich der zweiten Registrierung Ihres Kontos einen anderen" -" Lagerort zu." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "Rechnungen ausstellen und Zahlungen registrieren" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "Rechnungen ausstellen" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -"Der Versand von Rechnungen an Amazon-Kunden direkt aus Odoo ist nicht " -"möglich, da Amazon keine E-Mail-Adressen von Kunden weitergibt. Stattdessen " -"ist es möglich, die in Odoo erstellten Rechnungen manuell in das Amazon-" -"Backend hochzuladen." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -"Außerdem ist es für Ihre B2B-Kunden derzeit erforderlich, die " -"Mehrwertsteuernummern manuell aus dem Amazon-Backend abzurufen, bevor Sie " -"die Rechnung in Odoo erstellen." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "Zahlungen registrieren" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -"Da Kunden Amazon als Vermittler bezahlen, empfiehlt es sich, ein spezielles " -"*Bank*-Journal (z. B. mit dem Namen `Amazon-Zahlungen`) mit einem speziellen" -" Zwischenkonto *Bank- und Bargeld* anzulegen." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" -"Da Amazon eine einzige monatliche Zahlung leistet, müssen Sie bei der " -"Registrierung von Zahlungen alle Rechnungen auswählen, die mit einer " -"einzigen Zahlung verbunden sind. Verwenden Sie das spezifische " -":guilabel:`Journal` für Amazon-Zahlungen und wählen Sie " -":guilabel:`Sammeleinzahlung` als :guilabel:`Zahlungsmethode`. Wählen Sie " -"dann alle generierten Zahlungen aus und klicken Sie auf " -":menuselection:`Aktionen --> Sammelzahlung erstellen --> Validieren`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -"Das Gleiche können Sie mit Lieferantenrechnungen von Amazon machen, die für " -"Provisionen bestimmt sind. Wenn der Saldo am Ende des Monats auf dem " -"Bankkonto eingeht und die Kontoauszüge erfasst werden, schreiben Sie den " -"erhaltenen Betrag dem Amazon-Zwischenkonto gut." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" -msgstr "Ihr Amazon-Verläufe in Verkaufsberichtwesen verfolgen" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "Rechnungen ausstellen" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -"Da auf Ihrem Konto unter dem Reiter **Auftragsverfolgung** ein Verkaufsteam " -"festgelegt ist, können Sie mit nur wenigen Klicks in der " -"Verkaufsberichterstattung einen schnellen Blick auf die Zahlen werfen. " -"Standardmäßig wird das Verkaufsteam Ihres Kontos von allen Konten Ihres " -"Unternehmens gemeinsam genutzt." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -"Wenn Sie möchten, können Sie das Verkaufsteam auf Ihrem Konto gegen ein " -"anderes austauschen, um eine separate Berichterstattung für die Verkäufe " -"dieses Kontos zu erstellen." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -"Es ist auch möglich, auf ähnliche Weise Berichte für jeden Marketplace zu " -"erstellen. Entfernen Sie zunächst den Marketplace, den Sie separat verfolgen" -" möchten, aus der Liste der synchronisierten Marketplaces. Erstellen Sie " -"dann eine weitere Registrierung für dieses Konto und entfernen Sie alle " -"Marketplaces mit Ausnahme des Marketplace, den Sie von den anderen isolieren" -" möchten. Schließlich weisen Sie einem der beiden Registrierungen Ihres " -"Kontos ein anderes Verkaufsteam zu." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "Zahlungen registrieren" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr ":doc:`features`" @@ -9403,7 +9813,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "Aktivieren Sie den :ref:`Entwicklermodus `." @@ -9458,184 +9867,1267 @@ msgstr "" msgid "eBay Connector" msgstr "eBay-Konnektor" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "Wie wird ein Produkt gelistet?" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" -msgstr "Auflistung ohne Variation" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 +msgid "" +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" -"Um ein Produkt aufzulisten, müssen Sie das Feld **Ebay nutzen** auf einem " -"Produktformular aktivieren. Der eBay-Reiter wird dann verfügbar sein." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" -"Wenn das Feld **Lagerbestand verwenden** angekreuzt ist, wird die auf eBay " -"eingestellte Menge die von Odoo **prognostizierte Menge** sein." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -"Die **Beschreibungsvorlage** ermöglicht es Ihnen, Vorlagen für Ihre Angebote" -" zu verwenden. Die Standardvorlage verwendet nur das Feld **eBay-" -"Beschreibung** des Produkts. Sie können html innerhalb der " -"**Beschreibungsvorlage** und in der **eBay-Beschreibung** verwenden." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -"Um Bilder in Ihrer Produktlistung zu verwenden, müssen Sie sie als " -"**Anhänge** in der Produktvorlage hinzufügen." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "Auflistung mit Variation" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" -"Wenn **ebay nutzen** für ein Produkt mit Varianten angekreuzt ist und " -"**Festpreis** als **Art des Angebots** aktiviert ist, sieht das eBay-" -"Formular etwas anders aus. Im Feld Varianten können Sie auswählen, welche " -"Variante bei eBay gelistet werden soll, und den Preis und die Menge für jede" -" Variante festlegen." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" -msgstr "Auflistung mit Artikeldetails" +msgid "Listing without variation" +msgstr "Auflistung ohne Variation" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -"Um Artikeldetails hinzuzufügen, sollten Sie im Reiter **Varianten** des " -"Produktformulars ein Produktattribut mit einem Wert erstellen." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" -msgstr "Produkt-IDs" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "Auflistung mit Variation" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "Auflistung mit Artikeldetails" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" -"Produkt-IDs wie EAN, UPC, Marke oder MPN sind in den meisten eBay-Kategorien" -" erforderlich. Das Modul verwaltet die EAN- und UPC-Kennungen mit dem Feld " -"**Barcode** der Produktvariante. Wenn das Feld **Barcode** leer ist oder " -"einen ungültigen Wert hat, werden die EAN- und UPC-Werte gemäß der eBay-" -"Empfehlung auf „Trifft nicht zu“ gesetzt. Die Werte für Marke und MPN gelten" -" als Artikeldetails und sollten im Reiter **Varianten** des Produktformulars" -" festgelegt werden. Wenn diese Werte nicht festgelegt sind, wird für die " -"eBay-Listung der Wert „Trifft nicht zu“ verwendet." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" -msgstr "Wie wird eBay in Odoo konfiguriert?" +msgid "eBay connector setup" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" -msgstr "eBay-Tokens erstellen" +msgid "Overview" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" -"Um Ihre Token zu erstellen, müssen Sie ein Entwicklerkonto auf dem " -"`Entwicklerportal `_ erstellen. Sobald Sie " -"eingeloggt sind, können Sie **Sandbox-Schlüssel** und " -"**Produktionsschlüssel** erstellen, indem Sie auf die entsprechenden " -"Schaltflächen klicken." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." -msgstr "" -"Nachdem Sie die Schlüssel erstellt haben, können Sie das Benutzertoken " -"abrufen. Klicken Sie dazu auf den Link **Get a User Token** (Benutzertoken " -"anfordern) unten auf der Seite. Gehen Sie durch das Formular, melden Sie " -"sich mit Ihrem eBay-Konto an und Sie erhalten die Schlüssel und das Token, " -"die Sie zur Konfiguration des Moduls in Odoo benötigen." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" -msgstr "Tokens in Odoo einrichten" +msgid "eBay - Odoo linked fields" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" -"Um die eBay-Integration einzurichten, gehen Sie zu :menuselection:`Verkauf " -"--> Konfiguration --> Einstellungen`." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" msgstr "" -"Wählen Sie zuerst aus, ob Sie die Produktions- oder die Sandbox-Site von " -"eBay verwenden möchten. Füllen Sie dann die Felder **Entwicklerschlüssel**, " -"**Token**, **App-Schlüssel**, **Zertifikatsschlüssel** aus. Übernehmen Sie " -"die Änderungen." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" -"Sobald die Seite neu geladen ist, müssen Sie die Informationen von eBay " -"synchronisieren. Klicken Sie auf **Länder und Währungen synchronisieren**, " -"dann können Sie alle anderen Felder ausfüllen." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" -"Wenn alle Felder ausgefüllt sind, können Sie die Kategorien und die " -"Richtlinien synchronisieren, indem Sie auf die entsprechenden Schaltflächen " -"klicken." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "Dauer" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "Land" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "Token" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 msgid "Accept account deletion notifications" msgstr "Benachrichtigung über die Kontolöschung akzeptieren" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -9647,202 +11139,186 @@ msgstr "" "Antrag auf Löschung eines Kontos erhält, müssen alle eBay-Partner den Erhalt" " des Antrags bestätigen und gegebenenfalls weitere Maßnahmen ergreifen." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -"Odoo verfügt über einen Benachrichtigungsendpunkt, der diese " -"Benachrichtigungen empfängt, den Empfang der Anfrage bestätigt und die erste" -" Reihe von Aktionen durchführt, um die Kontodaten in **Kontakte** zu " -"anonymisieren und den Zugang des Kunden zum Portal zu entfernen." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -"Stellen Sie sicher, dass Sie :ref:`Ihr Abonnement für die Benachrichtigungen" -" über Marketplace-Kontolöschungen ` korrekt einrichten, da eBay das betreffende eBay-Konto " -"vorübergehend deaktivieren kann, bis das Abonnement abgeschlossen ist." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "Odoo auf die neueste Version aktualisieren" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "Die Liste der verfügbaren Module aktualisieren" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "Endpunktdetails aus Odoo entnehmen" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -"Die Details zum Endpunkt finden Sie unter :menuselection:`Verkauf --> " -"Konfiguration --> Einstellungen --> eBay`. Klicken Sie auf *Token " -"generieren*, um Ihr **Verifizierungstoken** abzurufen." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "Schaltfläche zum Generieren eines eBay-Verifizierungstokens in Odoo" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "Benachrichtigung über die Kontolöschung abonnieren" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -"Melden Sie sich im `Entwicklerportal von eBay " -"`_ an und gehen Sie zu **Alerts & " -"Notifications** (Benachrichtigungen & Mitteilungen)." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" "Übersicht über das Dashboard „Benachrichtigungen & Mitteilungen“ von eBay" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" "Um Benachrichtigungen über Löschungen/Schließungen zu abonnieren, benötigt " "eBay einige Angaben:" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -"Eine **E-Mail-Adresse**, an die Benachrichtigungen gesendet werden, wenn der" -" Endpunkt nicht erreichbar ist." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" -msgstr "Die **Endpunktdetails**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" "Die URL zum Endpunkt zur Benachrichtigung über die Löschung eines Kontos von" " Odoo" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "Ein Verifizierungstoken" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "Dedizierte Felder zur Eingabe der Endpunktdetails" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -"Sie können die letzten beiden Felder bearbeiten, sobald das Feld für die " -"E-Mail-Adresse ausgefüllt ist." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "Die Konnektivität mit dem Endpunkt überprüfen" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -"Nachdem Sie die Details des abgerufenen Endpunkts im Dashboard von eBay " -"festgelegt haben, sollten Sie die Verbindung mit der Schaltfläche **Send " -"Test Notification** (Testbenachrichtigung senden) testen." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -"Sie sollten die folgende Bestätigungsmeldung erhalten: „A test notification " -"was sent successfully!“ (Eine Testbenachrichtigung wurde erfolgreich " -"gesendet!)" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "Schaltfläche zum Senden einer Testbenachrichtigung" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "Aktualisierte Synchronisierungsmethode verwenden" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" -"Wenn Sie viele Produkte haben, kann die eBay-API manchmal einige " -"Synchronisierungsaufrufe ablehnen, da eBay die Anzahl der Anfragen zeitlich " -"begrenzt." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" -"Um dieses Problem zu beheben, wurde ein neuer Implementierungsmechanismus " -"entwickelt. Dieser aktualisierte Mechanismus ist jedoch standardmäßig " -"deaktiviert, um zu vermeiden, dass die 2 Systeme in bestehenden " -"Installationen parallel laufen." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "Um zum neuen Synchronisationsmechanismus zu wechseln:" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" -"Gehen Sie zu :menuselection:`Einstellungen --> Technisch --> Geplante " -"Aktionen`" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" -"Archivieren Sie die alten Synchronisierungsaktionen (beide heißen *Ebay: " -"Produktstatus aktualisieren*)" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" -"Aktivieren Sie die neuen Synchronisierungsaktionen (*Ebay: Neue Aufträge " -"abrufen*, die standardmäßig alle 15 Minuten ausgeführt werden, und *Ebay: " -"Lagerbestand synchronisieren (für die Synchronisierung von „Neue Aufträge " -"abrufen“)*, die standardmäßig einmal täglich ausgeführt werden)" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" -"Stellen Sie sicher, dass das **Nächste Ausführungsdatum** für diese beiden " -"Aktionen in der nahen Zukunft liegt" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" -"Ab dem nächsten Ausführungsdatum wird die neue Methode anstelle der alten " -"verwendet." - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "Abrechnungsmethode" @@ -13125,12 +14601,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "Einstellungen" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -14303,408 +15773,762 @@ msgid "Manage your products" msgstr "Ihre Produkte verwalten" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" -msgstr "Wie Produkte mit Kategorien und Varianten importiert werden" +msgid "Import products" +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -"Im **Import-Tool** werden Importvorlagen für die am häufigsten zu " -"importierenden Daten (Kontakte, Produkte, Kontoauszüge usw.) bereitgestellt." -" Sie können sie mit jeder Tabellenkalkulationssoftware (Microsoft Office, " -"OpenOffice, Google Drive usw.) öffnen." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "Wie die Datei angepasst wird" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -"Entfernen Sie Spalten, die Sie nicht benötigen. Wir raten Ihnen jedoch, die " -"*ID*-Spalte nicht zu entfernen (siehe unten, warum)." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -"Legen Sie für jeden einzelnen Datensatz eine eindeutige ID fest, indem Sie " -"die ID-Sequenzierung nach unten ziehen." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" -"Ändern Sie nicht die Bezeichnungen der Spalten, die Sie importieren möchten." -" Andernfalls werden sie von Odoo nicht mehr erkannt und Sie müssen sie im " -"Importbildschirm selbst zuordnen." #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -"Sie können gerne neue Spalten hinzufügen, aber die Felder müssen in Odoo " -"vorhanden sein. Wenn Odoo den Spaltennamen nicht mit einem Feld abgleichen " -"kann, können Sie ihn beim Importieren manuell abgleichen, indem Sie eine " -"Liste der verfügbaren Felder durchsuchen." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "Warum eine „ID“-Spalte?" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -"Die ID ist ein eindeutiger Bezeichner für die Position. Sie können gerne " -"eine aus Ihrer vorherigen Software verwenden, um den Übergang zu Odoo zu " -"erleichtern." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -"Die Angabe einer ID ist beim Importieren nicht zwingend erforderlich, aber " -"in vielen Fällen hilfreich:" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" -"Importe aktualisiere: Sie können dieselbe Datei mehrmals importieren, ohne " -"Duplikate zu erzeugen." - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." -msgstr "Importieren Sie Beziehungsfelder (siehe weiter unten)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" -msgstr "Wie Beziehungsfelder importiert werden" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -"Ein Odoo-Objekt ist immer mit vielen anderen Objekten verbunden (z. B. ist " -"ein Produkt mit Produktkategorien, Attributen, Lieferanten usw. verbunden). " -"Um diese Beziehungen zu importieren, müssen Sie zunächst die Datensätze der " -"verknüpften Objekte aus deren eigenem Listenmenü importieren." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 -msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 +msgid "" +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "Produktvarianten" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" -"Sie können dazu den Namen des zugehörigen Datensatzes oder seine ID " -"verwenden. Die ID wird erwartet, wenn zwei Datensätze den gleichen Namen " -"haben. Fügen Sie in einem solchen Fall „ / ID“ am Ende des Spaltentitels " -"hinzu (z. B. für Produktattribute: Produktattribute / Attribut / ID)." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" -msgstr "Produktbilder automatisch mit Google Bilder erhalten" +msgid "Product images with Google Images" +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -"Die Produktbilder sind in Odoo sehr nützlich, z. B. um ein Produkt schnell " -"zu finden oder um zu prüfen, ob Sie das richtige gescannt haben, aber es " -"kann etwas mühsam sein, sie einzurichten, vor allem wenn Sie viele Produkte " -"haben. Mit der **Google Custom Search** können Sie automatisch Bilder für " -"Ihr Produkt auf der Grundlage des Barcodes finden, damit Sie sich auf das " -"konzentrieren können, was in Ihrem Geschäft wichtig ist." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" -"Diese Funktion erfordert eine Konfiguration sowohl bei Google als auch bei " -"Odoo." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -"Mit einem kostenlosen Google-Konto können Sie bis zu 100 kostenlose Bilder " -"pro Tag erhalten. Wenn Sie eine höhere Anzahl benötigen, müssen Sie ein " -"Upgrade auf ein Abrechnungskonto vornehmen." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "Google-API-Dashboard" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" "Go to the `Google Cloud Platform API & Services " "`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -"Gehen Sie zur Seite `Aktivierte APIs und Dienste der Google-Cloud-Plattform " -"`_, um die Anmeldedaten für die API " -"von Google Custom Search zu generieren. Melden Sie sich mit Ihrem Google-" -"Konto an." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." msgstr "" -"Wählen oder erstellen Sie ein API-Projekt, um die Anmeldedaten zu speichern." -" Geben Sie ihm einen eindeutigen Namen (z. B. Odoo-Bilder) ein." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" -"Im Abschnitt „Anmeldedaten“ klicken Sie auf **Anmeldedaten erstellen** und " -"wählen **API-Schlüssel**." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" -msgstr "Seite der API & Dienste auf Google-Cloud-Plattform" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" +msgid "API & Services page on Google Cloud Platform." msgstr "" -"Speichern Sie Ihren **API-Schlüssel**. Sie benötigen ihn für den nächsten " -"Schritt in Odoo!" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" -"Suchen Sie in der Suchleiste nach **Google Custom Search API** und wählen " -"Sie es aus." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" -msgstr "Suchleiste mit „Custom Search API“ auf Google-Cloud-Plattform" +msgid "The API key created pop-up window that appears." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." -msgstr "Aktivieren Sie die API." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" -"Kachel „Custom Search API“ mit hervorgehobener Schaltfläche „Aktivieren“ auf" -" Google-Cloud-Plattform" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" -msgstr "Dashboard von Google Programmable Search" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" -"Gehen Sie zu `Google Programmable Search Engine " -"`_ und klicken Sie auf **Jetzt" -" starten**. Melden Sie sich mit Ihrem Google-Konto an." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -"Seite von Google Programmable Search Engine mit der Schaltfläche **Jetzt starten** oben rechts\n" -"auf der Seite" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." -msgstr "" -"Geben Sie die Sprache und den Namen der Suchmaschine ein. Geben Sie ihr " -"einen eindeutigen Namen (z. B. Odoo-Bilder)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" +msgstr "Dashboard von Google Programmable Search" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -"Google erlaubt es nicht, eine Suchmaschine zu erstellen, ohne mindestens " -"eine bestimmte Website für die Suche eingegeben zu haben. Sie können eine " -"beliebige Website (z. B. www.google.com) für diesen Schritt angeben, wir " -"werden sie später entfernen." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -"Validieren Sie das Formular, indem Sie auf **Erstellen** klicken. Rufen Sie " -"dann den Bearbeitungsmodus der von Ihnen erstellten Suchmaschine auf " -"(entweder durch Klicken auf **Control Panel** (Kontrollzentrum) auf der " -"Bestätigungsseite oder durch Klicken auf den Namen Ihrer Suchmaschine auf " -"der Startseite)." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -"Stellen Sie im Reiter **Basics** (Grundlagen) sicher, dass Sie **Image " -"search** (Bildersuche), **SafeSearch** (Bildersuche) and **Search the entire" -" web** (Das gesamte Web durchsuchen) aktivieren." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" -"Sobald **Search the entire web** (Das gesamte Web durchsuchen) aktiviert " -"ist, können Sie die Website, die Sie im vorherigen Schritt angegeben haben, " -"sicher löschen." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -"Speichern Sie Ihre **Search Engine Id** (Suchmaschinen-ID). Sie benötigen " -"sie für den nächsten Schritt in Odoo!" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -"Gehen Sie zu :menuselection:`Einstellungen --> Allgemeine Einstellungen --> " -"Integrationen`, aktivieren Sie **Google Bilder** und speichern Sie." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -"Gehen Sie zurück zu :menuselection:`Einstellungen --> Allgemeine " -"Einstellungen--> Integrationen`, geben Sie Ihren **API-Schlüssel** und Ihre " -"**Suchmaschinen-ID** in den Einstellungen für **Google Bilder** ein und " -"speichern Sie erneut." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" -msgstr "Produktbilder automatisch in Odoo erhalten" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" -"Die Aktion zum automatischen Abrufen Ihrer Produktbilder in Odoo erscheint " -"in jeder Listenansicht Produkte oder Produktvarianten. Hier finden Sie eine " -"Schritt-für-Schritt-Anleitung aus der Lagerapp." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -"Rufen Sie das Menü Produkte (:menuselection:`Produkte --> Produkte` oder " -":menuselection:`Produkte --> Produktvarianten`) aus jeder App auf, die " -"Produkte wie Lager oder Verkauf verwendet." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." msgstr "" -"Wählen Sie in der Listenansicht die Produkte aus, die ein Bild benötigen." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -"Es werden nur die 10.000 zuerst ausgewählten Produkte oder Produktvarianten " -"bearbeitet." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" -"Es werden nur die Produkte oder Produktvarianten mit einem Barcode und ohne " -"Bild verarbeitet." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" -"Wenn Sie in der Produkte-Ansicht ein Produkt auswählen, das eine oder " -"mehrere Varianten hat, wird jede Variante, die den vorherigen Kriterien " -"entspricht, bearbeitet." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." -msgstr "" -"Wählen Sie im Aktionsmenü **Bilder von Google Bilder erhalten** und " -"bestätigen Sie, indem Sie auf **Bild erhalten** klicken." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." -msgstr "Sie sollten sehen, dass Ihre Bilder nach und nach angezeigt werden." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 -msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -"Nur die ersten 10 Bilder werden sofort abgerufen. Wenn Sie mehr als 10 " -"ausgewählt haben, werden die restlichen Bilder im Hintergrund abgerufen." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -"Der Hintergrundjob verarbeitet etwa 100 Bilder in einer Minute. Wenn Sie das" -" von Google genehmigte Kontingent erreichen (entweder mit einem kostenlosen " -"oder einem kostenpflichtigen Plan), wird der Hintergrundjob für 24 Stunden " -"auf Eis gelegt und dort fortgesetzt, wo er am Vortag aufgehört hat." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 +msgid "" +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" @@ -14712,11 +16536,6 @@ msgstr "" "`Ihr Google-Cloud-Billing-Konto erstellen, ändern oder schließen " "`_" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "Produktvarianten" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -15919,7 +17738,7 @@ msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -16050,7 +17869,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -16071,7 +17890,7 @@ msgstr "" " einem erhöhten Absatz verhelfen kann." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -16110,7 +17929,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -16131,7 +17950,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -16988,41 +18807,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -17030,12 +18827,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -17044,37 +18846,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -17083,25 +18922,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -17109,19 +18944,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -17130,13 +18965,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -17144,24 +18979,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -17169,7 +19004,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -17180,7 +19015,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -17188,136 +19023,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" -msgstr "Angebotsvorlagen gestalten" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." +msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "Angebotsvorlagen verwenden" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -17327,7 +19089,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -17338,6 +19100,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Abonnements" @@ -17702,25 +19485,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr ":doc:`../subscriptions`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr ":doc:`plans`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr ":doc:`products`" @@ -18657,163 +20440,141 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" -msgstr "Ein Abonnement erneuern" +msgid "Renew subscriptions" +msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -"Das Hauptmerkmal eines Abonnement-Geschäftsmodells ist der wiederkehrende " -"Charakter der Zahlungen. Bei diesem Modell zahlen die Kunden einen " -"wiederkehrenden Betrag als Gegenleistung für den Zugang zu einem Produkt " -"oder einer Dienstleistung." -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" -"Jeder Abonnent durchläuft diesen Erneuerungsprozess monatlich, jährlich oder" -" manchmal auch öfter, je nach Laufzeit des Vertrages. Die meisten " -"Abonnementunternehmen automatisieren ihre Erneuerungsprozesse, aber in " -"einigen Fällen ist die manuelle Erneuerung von Abonnements immer noch die " -"bevorzugte Option." #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -"Mit **Odoo Abonnements** haben Sie alle Ihre Abonnements in einer App, " -"können Ihren Kunden eine automatische Abonnementerneuerung vorschlagen (und " -"auch eine manuelle) und schließlich alle Ihre Abonnements filtern und die zu" -" erneuernden ganz einfach finden (mit Hilfe des Stichworts *zu erneuern*)." -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" -msgstr "Ihr erstes Abonnement erneuern" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" +msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" -"Bevor Sie ein Abonnement erneuern, sollten Sie sich unsere Dokumentation zum" -" Thema :doc:`Ein Angebot mit Abonnementprodukten erstellen " -"<../subscriptions>` ansehen. Sobald ein Angebot bestätigt wurde, wird es " -"nämlich zu einem Verkaufsauftrag und ein neues Abonnement wird automatisch " -"erstellt. Daher hat dieses Abonnement den Status *In Bearbeitung*. Von dort " -"aus haben Sie die Möglichkeit, das Abonnement zu erneuern. Im Reiter " -"„Weitere Informationen“, unterhalb des Abschnitts „Zu erneuern“, können Sie " -"die Option *Zu erneuern* aktivieren. Wenn sie aktiviert ist, erscheint " -"automatisch ein gelbes Schild in der oberen rechten Ecke des Abonnements." #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" -msgstr "Erneuerung Ihres Abonnements mit Odoo Abonnements" - -#: ../../content/applications/sales/subscriptions/renewals.rst:38 -msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -"Das Stichwort *Zu erneuern* wird automatisch gesetzt, wenn eine Zahlung " -"fehlschlägt. Dieser Indikator erscheint auch auf dem Kundenportal. Um das zu" -" sehen, müssen Sie nur auf die Schaltfläche *Kundenvorschau* klicken. Die " -"Markierung *Zu erneuern* erscheint in der oberen rechten Ecke." -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "Kundenvorschau einer Erneuerung mit Odoo Abonnements" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" -"Wenn ein Abonnement erneuert werden muss, haben Sie die Möglichkeit, eine " -"neue Schaltfläche mit der Bezeichnung *Erneuerungsangebot* zu verwenden. " -"Wenn Sie auf diese Schaltfläche klicken, wird ein neues Angebot erstellt. " -"Von dort aus starten Sie einen einfachen Verkaufsablauf, der es Ihnen " -"ermöglicht, das Angebot per E-Mail an Ihre Kunden zu senden oder es zu " -"bestätigen. Es ist besser, das Angebot zunächst per E-Mail an Ihre Kunden zu" -" senden, um es von ihnen bestätigen zu lassen, und es dann in **Odoo " -"Verkauf** zu *bestätigen*." - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" -"Im Chatter dieses neuen Angebots wird erwähnt, dass „Dieser " -"Verlängerungsauftrag wurde aus dem vorherigen Abonnement erstellt“. Sobald " -"Ihre Kunden dieses Angebot bestätigt haben, wird es zu einem Verkaufsauftrag" -" und ein neuer Verkauf wird in der oberen rechten Ecke des Abonnements " -"erwähnt." - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "Erneuerung Ihres Angebots mit Odoo Abonnements" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" -"Wenn Sie auf die Schaltfläche *Verkauf* klicken, erhalten Sie eine Übersicht" -" über Ihre Verkaufsaufträge in einer Listenansicht. Der einzige Unterschied " -"zwischen Ihren beiden Angeboten ist die Beschreibung unterhalb der Kategorie" -" *Abonnementverwaltung*. Dort können Sie leicht erkennen, welches Ihre " -"Erneuerung ist." - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "Erneuerung als Abonnementverwaltungsformular mit Odoo Abonnements" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "Ihr zu erneuerndes Abonnement visualisieren" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." -msgstr "" -"Wenn Sie schließlich alle Ihre Abonnements anzeigen und die zu erneuernden " -"leicht finden möchten, können Sie zu Ihrem *Abonnementen-Dashboard* gehen " -"und den Filter *Zu erneuern* verwenden." #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 +msgid "" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" -"Listenansicht aller Abonnements und Verwendung des Filters zur Erneuerung in" -" Odoo Abonnements" #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Reports" @@ -19096,164 +20857,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "Bericht über Vertriebsmitarbeiter-Dashboard in Odoo Abonnements" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" -msgstr "Upselling eines Abonnements" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" +msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" -"Abonnements sind wiederkehrend und laufen auf unbestimmte Zeit. Im Laufe der" -" Zeit möchten unsere Kunden sie vielleicht ändern. Wir müssen dann in der " -"Lage sein, die Preise anzupassen oder die Mengen der Produkte zu ändern, um " -"ihren Bedürfnissen gerecht zu werden. Zwei Situationen können eintreten:" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -"**Loyale Kunden:** Diese Art von Kunden vertrauen Ihnen als Marke bereits. " -"Sie sind daher von Ihrem Angebot überzeugt, da sie immer wieder für Ihre " -"Produkte und Dienstleistungen bezahlen. Folglich ist es einfacher, ihnen " -"etwas Zusätzliches zu verkaufen, als dies bei einem Neukunden der Fall wäre." -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -"**Neue Kunden:** Für diese Art von Kunden müssen Sie mit etwas Neuem, etwas " -"Attraktivem aufwarten. Wie sieht es mit Rabatten aus? Normalerweise endet " -"jedes Abonnement nach einer bestimmten Zeit. Wenn Sie diese Art von " -"Angeboten für neue Kunden machen, stärkt das Ihre Beziehung zu ihnen und " -"erhöht auch ihre Bindung." -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" -"Wie bereits erläutert, ist es empfehlenswert, *Rabatte* anzubieten, um neuen" -" Kunden ein Upselling zu ermöglichen. Um diese Option zu aktivieren, gehen " -"Sie zu :menuselection:`Verkauf --> Konfiguration --> Einstellungen` und " -"unter der Kategorie *Preisgestaltung* haben Sie die Möglichkeit, Rabatte auf" -" Vertragsauftragszeilen zu gewähren." #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" -msgstr "Aktivierung der Rabattoption in Odoo Verkauf" - -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "Upselling Ihrs ersten Abonnements" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 -msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +msgid "Activation of the discount option in Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:41 +msgid "" +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" -"Vor dem Upselling eines Abonnement sollten Sie sich unsere Dokumentation zum" -" Thema :doc:`Ein Angebot mit Abonnementprodukten erstellen " -"<../subscriptions>` ansehen. Sobald ein Angebot bestätigt wurde, wird es " -"nämlich zu einem Verkaufsauftrag und ein neues Abonnement wird automatisch " -"erstellt. Daher hat dieses Abonnement den Status *In Bearbeitung*. Von dort " -"aus haben Sie die Möglichkeit, ein Upselling Ihres Abonnements " -"durchzuführen." #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" -msgstr "Upselling Ihres Abonnements mit Odoo Abonnements" - -#: ../../content/applications/sales/subscriptions/upselling.rst:48 -msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:63 +msgid "" +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" -"Mit der intelligenten Schaltfläche *Upsell* können Sie ein neues Angebot mit" -" neuen Abonnementprodukten erstellen und es Ihren Kunden zur Genehmigung " -"vorlegen." #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -"Ihrem Abonnementprodukte über die Upsell-Option in Odoo Abonnements " -"hinzufügen" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -"Wenn das Angebot von Ihren Kunden bestätigt wird, werden die Produkte dem " -"ursprünglichen Abonnement hinzugefügt. Die Angebotspreise werden dann " -"anteilig für die verbleibende Zeit des aktuellen Abrechnungszeitraums " -"berechnet." -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" -"Bevor Sie dieses neue Angebot an Ihre Kunden senden, können Sie natürlich " -"den Einzelpreis, die Steuern und sogar den Rabatt, den Sie anbieten möchten," -" ändern. Die intelligente Schaltfläche *Kundenvorschau* ist nützlich, um die" -" Reaktion des Kunden zu simulieren. In diesem Fall können wir sicher davon " -"ausgehen, dass der Kunde dieses neue Angebot *unterschreiben und bezahlen* " -"wird. Wenn er fertig ist, müssen Sie zurück in den Bearbeitungsmodus gehen, " -"das Angebot bestätigen und auf die intelligente Schaltfläche *Abonnements* " -"klicken, um alle Aktualisierungen zu visualisieren. Dort können Sie sehen, " -"dass dem Abonnement eine zusätzliche Zeile mit dem neuen Zusatzservice " -"hinzugefügt wurde, den der Kunde erwerben wollte." #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" -"Alle Ihre Abonnementaktualisierungen mit Odoo Abonnements visualisieren" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" -"Wenn Sie auf die Schaltfläche *Verkauf* klicken, erhalten Sie außerdem eine " -"Übersicht über Ihre Verkaufsaufträge in einer Listenansicht." - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "Listenansicht aller für ein Abonnement erstellten Verkaufsaufträge" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." -msgstr "" -"Der einzige Unterschied zwischen Ihren beiden Verkaufsaufträgen ist die " -"Beschreibung unter der Kategorie *Abonnementverwaltung*. Dort können Sie " -"leicht erkennen, welcher Auftrag Ihr Upselling ist." diff --git a/locale/de/LC_MESSAGES/services.po b/locale/de/LC_MESSAGES/services.po index ad2fdd7b6..09460ad63 100644 --- a/locale/de/LC_MESSAGES/services.po +++ b/locale/de/LC_MESSAGES/services.po @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Larissa Manderfeld, 2023\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -5263,13 +5263,9 @@ msgstr "Projekteinstellungen" #: ../../content/applications/services/project/project_management.rst:58 msgid "" -"`Odoo Tutorials: Customize your project " -"`_" +"`Odoo Tutorials: Customize projects " +"`_" msgstr "" -"`Odoo-Tutorials: Ihr Projekt anpassen " -"`_" #: ../../content/applications/services/project/project_management.rst:61 msgid "" diff --git a/locale/de/LC_MESSAGES/websites.po b/locale/de/LC_MESSAGES/websites.po index 8ad130736..9b99e58cb 100644 --- a/locale/de/LC_MESSAGES/websites.po +++ b/locale/de/LC_MESSAGES/websites.po @@ -10,17 +10,17 @@ # Friederike Fasterling-Nesselbosch, 2023 # Martin Trigaux, 2023 # Felix Schubert , 2023 -# Larissa Manderfeld, 2023 -# Wil Odoo, 2023 +# Larissa Manderfeld, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -32,6 +32,278 @@ msgstr "" msgid "Websites" msgstr "Websites" +#: ../../content/applications/websites/blog.rst:3 +msgid "Blog" +msgstr "Blog" + +#: ../../content/applications/websites/blog.rst:5 +msgid "" +"**Odoo Blog** allows you to create and manage blog posts on your website to " +"engage your audience and build a community." +msgstr "" + +#: ../../content/applications/websites/blog.rst:9 +msgid "" +"If the Blog module is not yet installed, click :guilabel:`+New` on the " +"website builder, select :guilabel:`Blog Post`, and click " +":guilabel:`Install`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:13 +msgid "Creating a blog" +msgstr "" + +#: ../../content/applications/websites/blog.rst:15 +msgid "" +"To create or edit a blog, go to :menuselection:`Website --> Configuration " +"--> Blogs: Blogs`. Click :guilabel:`New`, and enter the :guilabel:`Blog " +"Name` and the :guilabel:`Blog Subtitle`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:18 +msgid "" +"The :guilabel:`Blog` menu item is added to your website's menu the first " +"time you create a blog and gathers all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:22 +msgid "Adding a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:24 +msgid "" +"Go to your website, click :guilabel:`+New` in the top-right corner, and " +"select :guilabel:`Blog Post`. In the pop-up, **select the blog** where the " +"post should appear, write the post's :guilabel:`Title`, and " +":guilabel:`Save`. You can then write the post's content and customize the " +"page using the website builder." +msgstr "" + +#: ../../content/applications/websites/blog.rst:30 +msgid "" +"Illustrate your articles with copyright-free images from :doc:`Unsplash " +"`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:32 +msgid "Type `/` in the text editor to format and add elements to your text." +msgstr "" + +#: ../../content/applications/websites/blog.rst:35 +msgid "" +"Don't forget to toggle the :guilabel:`Unpublished` switch in the top-right " +"corner to publish your post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:39 +msgid "Using tags" +msgstr "" + +#: ../../content/applications/websites/blog.rst:41 +msgid "" +"Tags let visitors filter all posts sharing the same tag. By default, they " +"are displayed at the bottom of posts, but can also be displayed on the " +"blog's main page. To do so, click :menuselection:`Edit --> Customize` and " +"enable the :guilabel:`Sidebar`. By default, the sidebar's :guilabel:`Tags " +"List` is enabled." +msgstr "" + +#: ../../content/applications/websites/blog.rst:46 +msgid "" +"To create a tag, go to :menuselection:`Website --> Configuration --> Blogs: " +"Tags` and click :guilabel:`New`. Fill in the:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:49 +msgid ":guilabel:`Name`" +msgstr ":guilabel:`Name`" + +#: ../../content/applications/websites/blog.rst:50 +msgid "" +":guilabel:`Category`: tag categories let you group tags displayed on the " +"sidebar by theme." +msgstr "" + +#: ../../content/applications/websites/blog.rst:51 +msgid "" +":guilabel:`Used in`: to apply the tag to existing blog posts, click " +":guilabel:`Add a line`, select the posts, and click :guilabel:`Select`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:54 +msgid "" +"You can add and create tags directly from posts by clicking " +":menuselection:`Edit --> Customize` and select the post's cover. Under " +":guilabel:`Tags`, click :guilabel:`Choose a record...`, and select or create" +" a tag." +msgstr "" + +#: ../../content/applications/websites/blog.rst-1 +msgid "Adding a tag to a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:62 +msgid "" +"To manage tag categories, go to :menuselection:`Website --> Configuration " +"--> Blogs: Tag Categories`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:66 +msgid "Customizing blog homepages" +msgstr "" + +#: ../../content/applications/websites/blog.rst:68 +msgid "" +"Customize the content of blog homepages by opening a blog homepage and " +"clicking :menuselection:`Edit --> Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:72 +msgid "Settings apply to **all** blogs homepages." +msgstr "" + +#: ../../content/applications/websites/blog.rst:74 +msgid "" +":guilabel:`Top Banner`: :guilabel:`Name/Latest Post` displays the title of " +"the latest post on the top banner, while :guilabel:`Drop Zone for Building " +"Blocks` removes the top banner and lets you use any building block instead." +msgstr "" + +#: ../../content/applications/websites/blog.rst:78 +msgid "" +":guilabel:`Layout`: organizes posts as a :guilabel:`Grid` or " +":guilabel:`List`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:80 +msgid ":guilabel:`Cards`: adds a *card* effect." +msgstr "" + +#: ../../content/applications/websites/blog.rst:81 +msgid ":guilabel:`Increase Readability`: improves the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:83 +msgid "" +":guilabel:`Sidebar`: displays a sidebar containing an :guilabel:`About us` " +"section." +msgstr "" + +#: ../../content/applications/websites/blog.rst:85 +msgid "" +":guilabel:`Archives`: allows visitors to select a month and filter all posts" +" created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:87 +msgid "" +":guilabel:`Follow Us`: displays links to your social media networks. They " +"can be configured using the Social Media building block somewhere on your " +"website." +msgstr "" + +#: ../../content/applications/websites/blog.rst:89 +msgid "" +":guilabel:`Tags List`: displays all tags related to a blog. Visitors can " +"select a tag to filter all related posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:92 +msgid "" +":guilabel:`Posts List`: :guilabel:`Cover` displays the posts' images, and " +":guilabel:`No Cover` hides them." +msgstr "" + +#: ../../content/applications/websites/blog.rst:95 +msgid ":guilabel:`Author`: displays the posts' authors." +msgstr "" + +#: ../../content/applications/websites/blog.rst:96 +msgid "" +":guilabel:`Comments/Views Stats`: displays the posts' number of comments and" +" views." +msgstr "" + +#: ../../content/applications/websites/blog.rst:97 +msgid "" +":guilabel:`Teaser & Tags`: displays the posts' first sentences and tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:100 +msgid "Customizing blog posts" +msgstr "" + +#: ../../content/applications/websites/blog.rst:102 +msgid "" +"Customize posts by opening a blog post and clicking :menuselection:`Edit -->" +" Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:105 +msgid "Settings apply to **all** posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:107 +msgid "" +":guilabel:`Layout`: :guilabel:`Title Inside Cover` displays the title inside" +" the cover image, and :guilabel:`Title above Cover` displays it above." +msgstr "" + +#: ../../content/applications/websites/blog.rst:110 +msgid ":guilabel:`Increase Readability`: increases the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:112 +msgid "" +":guilabel:`Sidebar`: displays the :guilabel:`Sidebar` and additional " +"options:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:114 +msgid "" +":guilabel:`Archive`: allows visitors to select a month and filter all posts " +"created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:116 +msgid ":guilabel:`Author`: displays the post's author and creation date." +msgstr "" + +#: ../../content/applications/websites/blog.rst:117 +msgid ":guilabel:`Blog List`: displays links to all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:118 +msgid "" +":guilabel:`Share Links`: displays share buttons to several social networks." +msgstr "" + +#: ../../content/applications/websites/blog.rst:119 +msgid ":guilabel:`Tags`: displays the post's tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:121 +msgid ":guilabel:`Breadcrumb`: displays the path to the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:123 +msgid "" +":guilabel:`Bottom`: :guilabel:`Next Article` displays the next post at the " +"bottom, and :guilabel:`Comments` enable visitors to comment on the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:126 +msgid "" +":guilabel:`Select To Tweet`: visitors are offered to tweet the text they " +"select." +msgstr "" + +#: ../../content/applications/websites/blog.rst:129 +msgid "" +"Use :ref:`Plausible ` to keep track of the " +"traffic on your blog." +msgstr "" + #: ../../content/applications/websites/ecommerce.rst:8 msgid "eCommerce" msgstr "E-Commerce" @@ -5464,21 +5736,14 @@ msgid "" "In order to track the geographical location of visitors, :guilabel:`GeoIP` " "must be installed on the database. While this feature is installed by " "default on *Odoo Online*, *On-Premise* databases will require additional " -":doc:`setup steps `." +":doc:`setup steps `." msgstr "" -"Um den geografischen Standort der Besucher zu verfolgen, muss " -":guilabel:`GeoIP` in der Datenbank installiert sein. Während diese Funktion " -"bei *Odoo Online* standardmäßig installiert ist, sind bei *On-" -"Premise*-Datenbanken zusätzliche :doc:`Einrichtungsschritte " -"` erforderlich." -#: ../../content/applications/websites/livechat.rst:191 +#: ../../content/applications/websites/livechat.rst:190 msgid "Widget" msgstr "Widget" -#: ../../content/applications/websites/livechat.rst:193 +#: ../../content/applications/websites/livechat.rst:192 msgid "" "The :guilabel:`Widget` tab on the live chat channel details form provides " "the shortcode for an embeddable website widget. This code can be added to a " @@ -5489,7 +5754,7 @@ msgstr "" "in eine Website eingefügt werden, um den Zugriff auf ein Livechat-Fenster zu" " ermöglichen." -#: ../../content/applications/websites/livechat.rst:197 +#: ../../content/applications/websites/livechat.rst:196 msgid "" "The live chat widget can be added to websites created through Odoo by " "navigating to the :menuselection:`Website --> Configuration --> Settings`. " @@ -5502,7 +5767,7 @@ msgstr "" ":guilabel:`Livechat` und wählen Sie den Kanal aus, den Sie der Website " "hinzufügen möchten. Klicken Sie zum Übernehmen auf :guilabel:`Speichern`." -#: ../../content/applications/websites/livechat.rst:201 +#: ../../content/applications/websites/livechat.rst:200 msgid "" "To add the widget to a website created on a third-party platform, click the " "first :guilabel:`COPY` button on the :guilabel:`Widget` tab and paste the " @@ -5513,7 +5778,7 @@ msgstr "" "die erste Schaltfläche :guilabel:`KOPIEREN` und fügen Sie den Code in das " "``-Stichwort auf der Website ein." -#: ../../content/applications/websites/livechat.rst:204 +#: ../../content/applications/websites/livechat.rst:203 msgid "" "Likewise, to send a live chat session to a customer, click the second " ":guilabel:`COPY` button on the :guilabel:`Widget` tab. This link can be sent" @@ -5529,11 +5794,11 @@ msgstr "" msgid "View of the widget tab for Odoo Live Chat." msgstr "Ansicht des Reiters „Widget“ für Odoo Livechat" -#: ../../content/applications/websites/livechat.rst:213 +#: ../../content/applications/websites/livechat.rst:212 msgid "Participate in a conversation" msgstr "An einer Unterhaltung teilnehmen" -#: ../../content/applications/websites/livechat.rst:215 +#: ../../content/applications/websites/livechat.rst:214 msgid "" "As explained above, *operators* are the users who will respond to live chat " "requests from customers. The information below outlines the necessary steps " @@ -5544,11 +5809,11 @@ msgstr "" "notwendigen Schritte für Bediener, die an Livechat-Unterhaltungen in einer " "Odoo-Datenbank teilnehmen." -#: ../../content/applications/websites/livechat.rst:220 +#: ../../content/applications/websites/livechat.rst:219 msgid "Set an online chat name" msgstr "Online-Chatnamen festlegen" -#: ../../content/applications/websites/livechat.rst:222 +#: ../../content/applications/websites/livechat.rst:221 msgid "" "Before participating in a live chat, operators should update their *Online " "Chat Name*. This is the name that will be displayed to site visitors in the " @@ -5558,7 +5823,7 @@ msgstr "" "Chatnamen* aktualisieren. Dies ist der Name, der den Besuchern der Website " "in der Livechat-Unterhaltung angezeigt wird." -#: ../../content/applications/websites/livechat.rst:225 +#: ../../content/applications/websites/livechat.rst:224 msgid "" "To update the :guilabel:`Online Chat Name`, click on the user name in the " "upper-right corner of any page in the database. Select :guilabel:`My " @@ -5576,7 +5841,7 @@ msgstr "" msgid "View of the My Profile option in Odoo." msgstr "Ansicht der Option „Mein Profil“ in Odoo." -#: ../../content/applications/websites/livechat.rst:234 +#: ../../content/applications/websites/livechat.rst:233 msgid "" "If a users :guilabel:`Online Chat Name` is not set, the name displayed will " "default to the :guilabel:`User Name`." @@ -5584,7 +5849,7 @@ msgstr "" "Wenn kein :guilabel:`Online-Chatname` für einen Benutzer eingestellt ist, " "wird standardmäßig der :guilabel:`Benutzername` angezeigt." -#: ../../content/applications/websites/livechat.rst:238 +#: ../../content/applications/websites/livechat.rst:237 msgid "" "A user has their full name as their :guilabel:`User Name`, but they do not " "want to include their last name in a live chat conversation. They would then" @@ -5601,11 +5866,11 @@ msgstr "" "Ansicht eines Benutzerprofils in Odoo mit Hervorhebung des Felds des Online-" "Chatnamen." -#: ../../content/applications/websites/livechat.rst:247 +#: ../../content/applications/websites/livechat.rst:246 msgid "Join or leave a channel" msgstr "Einem Kanal beitreten oder diesen verlassen" -#: ../../content/applications/websites/livechat.rst:249 +#: ../../content/applications/websites/livechat.rst:248 msgid "" "To join a live chat channel, go to the :menuselection:`Live Chat` app and " "click the :guilabel:`JOIN` button on the kanban card for the appropriate " @@ -5615,7 +5880,7 @@ msgstr "" ":menuselection:`Livechat`-App und klicken Sie auf der Kanban-Karte für den " "entsprechenden Kanal auf die Schaltfläche :guilabel:`BEITRETEN`." -#: ../../content/applications/websites/livechat.rst:252 +#: ../../content/applications/websites/livechat.rst:251 msgid "" "Any channel where the user is currently active will show a :guilabel:`LEAVE`" " button. Click this button to disconnect from the channel." @@ -5631,7 +5896,7 @@ msgstr "" "Ansicht eines Kanalformulars und der Option zum Beitreten eines Kanals für " "Odoo Livechat." -#: ../../content/applications/websites/livechat.rst:260 +#: ../../content/applications/websites/livechat.rst:259 msgid "" "*Operators* that do not show any activity in Odoo for more than thirty " "minutes will be considered disconnected, and subsequently removed from the " @@ -5641,11 +5906,11 @@ msgstr "" "zeigen, werden als abwesend betrachtet und anschließend aus dem Kanal " "entfernt." -#: ../../content/applications/websites/livechat.rst:264 +#: ../../content/applications/websites/livechat.rst:263 msgid "Manage live chat requests" msgstr "Livechat-Anfragen verwalten" -#: ../../content/applications/websites/livechat.rst:266 +#: ../../content/applications/websites/livechat.rst:265 msgid "" "When an operator is active in a channel, chat windows will open in the " "bottom right corner of the screen, no matter where they are in the database." @@ -5657,7 +5922,7 @@ msgstr "" "Datenbank befindet. Sie können an Unterhaltungen teilnehmen, ohne ihren " "aktuellen Ort zu verlassen." -#: ../../content/applications/websites/livechat.rst:271 +#: ../../content/applications/websites/livechat.rst:270 msgid "" "Conversations can also be accessed by clicking the :guilabel:`Conversations`" " icon in the menu bar." @@ -5671,7 +5936,7 @@ msgstr "" "Ansicht der Menüleiste in Odoo mit Hervorhebung des " "„Unterhaltungen“-Symbols." -#: ../../content/applications/websites/livechat.rst:278 +#: ../../content/applications/websites/livechat.rst:277 msgid "" "Live chat conversations can also be viewed by navigating to " ":menuselection:`Dashboard --> Discuss`. New conversations will appear in " @@ -5690,7 +5955,7 @@ msgstr "" "Ansicht der Dialog-App mit einer über den Livechat in Odoo gesendeten " "Nachricht" -#: ../../content/applications/websites/livechat.rst:285 +#: ../../content/applications/websites/livechat.rst:284 msgid "" "Click on a conversation in the left panel to select it. This will open the " "conversation. From this view, an operator can participate in the chat the " @@ -5700,7 +5965,7 @@ msgstr "" "Dadurch wird die Unterhaltung geöffnet. Aus dieser Ansicht kann ein Bediener" " an dem Chat genauso teilnehmen wie im normalen Chat-Fenster." -#: ../../content/applications/websites/livechat.rst:289 +#: ../../content/applications/websites/livechat.rst:288 msgid "" ":doc:`Get Started with Discuss " "`" @@ -5708,7 +5973,7 @@ msgstr "" ":doc:`Loslegen mit Dialog " "`" -#: ../../content/applications/websites/livechat.rst:290 +#: ../../content/applications/websites/livechat.rst:289 msgid ":doc:`/applications/websites/livechat/responses`" msgstr ":doc:`/applications/websites/livechat/responses`" @@ -7035,6 +7300,123 @@ msgstr "" " Sie schöne Websites erstellen, die Besucher in Leads oder Einnahmen " "umwandeln." +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:3 +msgid "Address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:5 +msgid "" +"You can use the Google Places API on your website to ensure that your users'" +" delivery addresses exist and are understood by the carrier. The Google " +"Places API allows developers to access detailed information about places " +"using HTTP requests. The autocompletion predicts a list of places when the " +"user starts typing the address." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Address autocomplete example" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:13 +msgid "" +"`Google Maps Platform `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:14 +msgid "" +"`Google Developers Documentation: Google Places API " +"`_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:18 +msgid "" +"To do so, go to :menuselection:`Website --> Configuration --> Settings` and " +"enable :guilabel:`Address Autocomplete` in the :guilabel:`SEO` section." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Enable address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:24 +msgid "" +"Insert your :guilabel:`Google Places API key` in the :guilabel:`API Key` " +"field. If you don't have one, create yours on the `Google Cloud Console " +"`_ and follow these steps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:28 +msgid "Step 1: Enable the Google Places API" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:30 +msgid "**Create a New Project:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:32 +msgid "" +"To enable the **Google Places API**, you first need to create a project. To " +"do so, click :guilabel:`Select a project` in the top left corner, " +":guilabel:`New Project`, and follow the prompts to set up your project." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:34 +msgid "**Enable the Google Places API:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:36 +msgid "" +"Go to the :guilabel:`Enabled APIs & Services` and click :guilabel:`+ ENABLE " +"APIS AND SERVICES.` Search for :guilabel:`\"Places API\"` and select it. " +"Click on the :guilabel:`\"Enable\"` button." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:39 +msgid "" +"Google's pricing depends on the number of requests and their complexity." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:42 +msgid "Step 2: Create API Credentials" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:44 +msgid "" +"Go to `APIs & Services --> Credentials " +"`_." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:46 +msgid "**Create credentials:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:48 +msgid "" +"To create your credentials, go to :guilabel:`Credentials`, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:50 +msgid "Restrict the API Key (Optional)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:52 +msgid "" +"For security purposes, you can restrict the usage of your API key. You can " +"go to the :guilabel:`API restrictions` section to specify which APIs your " +"key can access. For the Google Places API, you can restrict it to only allow" +" requests from specific websites or apps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:57 +msgid "Save Your API Key: Copy your API key and securely store it." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:58 +msgid "Do not share it publicly or expose it in client-side code." +msgstr "" + #: ../../content/applications/websites/website/configuration/cookies_bar.rst:3 msgid "Cookies bar" msgstr "Cookie-Leiste" @@ -7594,103 +7976,6 @@ msgid "" "and select :guilabel:`Group by --> Website`." msgstr "" -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:3 -msgid "Geo IP Installation (On-Premises Database)" -msgstr "Geo-IP-Installation (On-Premises-Datenbank)" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:6 -msgid "Installation" -msgstr "Installation" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:8 -msgid "" -"Download both the GeoLite2 City and Country `databases " -"`_. You should end up with " -"two files called :file:`GeoLite2-City.mmdb` and " -":file:`GeoLite2-Country.mmdb`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:12 -msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:19 -msgid "Restart the server" -msgstr "Starten Sie den Server neu." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:22 -msgid "" -"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," -" use the :option:`--geoip-city-db ` and " -":option:`--geoip-country-db ` options of the " -"Odoo command line interface. These options take the absolute path to the " -"GeoIP database file and use it as the GeoIP database. For example:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:33 -msgid ":doc:`CLI documentation `." -msgstr ":doc:`CLI-Dokumentation `." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:36 -msgid "Test GeoIP Geolocation In Odoo Website" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:38 -msgid "" -"Edit a web page to include some geo-ip information such as the country name " -"of the current request IP address. To do so:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:41 -msgid "Go to your website. Open the web page that you want to test ``GeoIP``." -msgstr "" -"Gehen Sie zu Ihrer Website. Öffnen Sie die Webseite, auf der Sie ``GeoIP`` " -"testen möchten." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:42 -msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." -msgstr "Wählen Sie :menuselection:`Anpassen --> HTML/CSS/JS-Editor`." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:43 -msgid "Add the following piece of XML in the page :" -msgstr "Fügen Sie den folgende XML-Abschnitt in die Seite ein:" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:49 -msgid "Save and refresh the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:51 -msgid "" -"Geo-ip is working if you read your country name displayed in bold in the " -"middle of the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:53 -msgid "" -"In case you read \"**geoip failure**\" instead then the geolocalization " -"failed. The common causes are:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:55 -msgid "" -"The browsing IP address is the localhost (``127.0.0.1``) or a local area " -"network one. If you don't know, you can access your website using mobile " -"data." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:57 -msgid "" -"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " -"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:59 -msgid "" -"The GeoIP database is corrupt, missing or unaccessible. In such case a " -"warning was logged in the server logs." -msgstr "" - #: ../../content/applications/websites/website/configuration/spam_protection.rst:3 msgid "Forms spam protection" msgstr "" diff --git a/locale/es/LC_MESSAGES/administration.po b/locale/es/LC_MESSAGES/administration.po index 405e386b9..fdd8f1173 100644 --- a/locale/es/LC_MESSAGES/administration.po +++ b/locale/es/LC_MESSAGES/administration.po @@ -18,10 +18,10 @@ # Leonardo J. Caballero G. , 2023 # Marian Cuadra, 2023 # Wil Odoo, 2023 -# Lucia Pacheco, 2023 -# Braulio D. López Vázquez , 2023 # Iran Villalobos López, 2023 -# Patricia Gutiérrez Capetillo , 2023 +# Braulio D. López Vázquez , 2024 +# Patricia Gutiérrez Capetillo , 2024 +# Lucia Pacheco, 2024 # Fernanda Alvarez, 2024 # #, fuzzy @@ -29,7 +29,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Fernanda Alvarez, 2024\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" @@ -1892,6 +1892,128 @@ msgstr "" "Si no tiene acceso/no puede gestionar su servidor de correo, use " ":ref:`imensajes entrantes `." +#: ../../content/administration/install/geo_ip.rst:3 +msgid "Geo IP" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:6 +msgid "This documentation only applies to On-premise databases." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:9 +msgid "Installation" +msgstr "Instalación" + +#: ../../content/administration/install/geo_ip.rst:11 +msgid "" +"Download both the GeoLite2 City and Country `databases " +"`_. You should end up with " +"two files called :file:`GeoLite2-City.mmdb` and " +":file:`GeoLite2-Country.mmdb`." +msgstr "" +"Descargue las bases de datos GeoLite2 City y Country " +"`_. Obtendrá dos archivos " +"llamados :file:`GeoLite2-City.mmdb` y :file:`GeoLite2-Country.mmdb`." + +#: ../../content/administration/install/geo_ip.rst:15 +msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." +msgstr "Mueva el archivo a la carpeta :file:`/usr/share/GeoIP/`." + +#: ../../content/administration/install/geo_ip.rst:22 +msgid "Restart the server" +msgstr "Reinicie el servidor" + +#: ../../content/administration/install/geo_ip.rst:25 +msgid "" +"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," +" use the :option:`--geoip-city-db ` and " +":option:`--geoip-country-db ` options of the " +"Odoo command line interface. These options take the absolute path to the " +"GeoIP database file and use it as the GeoIP database. For example:" +msgstr "" +"Si no desea colocar la base de datos geoip en :file:`/usr/share/GeoIP/`, " +"utilice las opciones :option:`--geoip-city-db ` y " +":option:`--geoip-country-db ` de la interfaz de" +" línea de comandos de Odoo. Estas opciones toman la ruta absoluta al archivo" +" de base de datos GeoIP y la usa como base de datos GeoIP. Por ejemplo:" + +#: ../../content/administration/install/geo_ip.rst:36 +msgid ":doc:`CLI documentation `." +msgstr ":doc:`Documentación de la CLI `" + +#: ../../content/administration/install/geo_ip.rst:39 +msgid "Test GeoIP geolocation in your Odoo website" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:41 +msgid "" +"Edit a web page to include some geo-ip information such as the country name " +"of the current request IP address. To do so:" +msgstr "" +"Edite una página web para incluir alguna información geo-ip, como el nombre " +"del país de la dirección IP de la solicitud actual. Para ello" + +#: ../../content/administration/install/geo_ip.rst:44 +msgid "Go to your website. Open the web page that you want to test ``GeoIP``." +msgstr "" +"Vaya a su sitio web y abra la página web en la que desea probar ``GeoIP``." + +#: ../../content/administration/install/geo_ip.rst:45 +msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." +msgstr "Seleccione :menuselection:`Personalizar --> Editor HTML/CSS/JS`." + +#: ../../content/administration/install/geo_ip.rst:46 +msgid "Add the following piece of XML in the page :" +msgstr "Agregue el siguiente fragmento de XML en la página:" + +#: ../../content/administration/install/geo_ip.rst:52 +msgid "Save and refresh the page." +msgstr "Guarde y actualice la página." + +#: ../../content/administration/install/geo_ip.rst:54 +msgid "" +"Geo-ip is working if you read your country name displayed in bold in the " +"middle of the page." +msgstr "" +"Geo-ip funciona si puede ver el nombre de su país resaltado en el centro de " +"la página." + +#: ../../content/administration/install/geo_ip.rst:56 +msgid "" +"In case you read \"**geoip failure**\" instead then the geolocalization " +"failed. The common causes are:" +msgstr "" +"Si por el contrario lee \"**fallo de geolocalización**\" es que la " +"geolocalización ha fallado. Las causas más comunes son:" + +#: ../../content/administration/install/geo_ip.rst:58 +msgid "" +"The browsing IP address is the localhost (``127.0.0.1``) or a local area " +"network one. If you don't know, you can access your website using mobile " +"data." +msgstr "" +"La dirección IP de navegación es la localhost (``127.0.0.1``) o la de una " +"red de área local. Si no lo sabe, puede acceder a su sitio web mediante " +"datos móviles." + +#: ../../content/administration/install/geo_ip.rst:60 +msgid "" +"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " +"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." +msgstr "" +"Está usando un proxy inverso (apache, nginx) frente a Odoo pero no inició " +"Odoo con el modo proxy habilitado. Para más información vea :option:`modo " +"proxy `." + +#: ../../content/administration/install/geo_ip.rst:62 +msgid "" +"The GeoIP database is corrupt, missing or unaccessible. In such case a " +"warning was logged in the server logs." +msgstr "" +"La base de datos GeoIP está corrupta, falta o no es accesible. En tal caso, " +"se registra una advertencia en los registros del servidor." + #: ../../content/administration/install/online.rst:3 msgid "Online" msgstr "En línea" @@ -1922,8 +2044,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 #: ../../content/administration/maintain/supported_versions.rst:29 -#: ../../content/administration/upgrade.rst:92 -#: ../../content/administration/upgrade.rst:309 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "Odoo en línea" @@ -4004,8 +4126,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:250 #: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade.rst:122 -#: ../../content/administration/upgrade.rst:320 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "Odoo.sh" @@ -11360,19 +11482,19 @@ msgstr "Migración de otro ERP a Odoo " #: ../../content/administration/upgrade.rst:42 msgid "" -"If your database contains a **custom module**, you must first upgrade its " -"source code to be compatible with the new version of Odoo **before " -"upgrading**." +"If your database contains custom modules, it cannot be upgraded until a " +"version of your custom modules is available for the target version of Odoo. " +"For customers maintaining their own custom modules, we recommend to " +"parallelize the process by :ref:`requesting an upgraded database " +"` while also :doc:`upgrading the source code " +"of your custom modules `." msgstr "" -"Si su base de datos contiene un **módulo personalizado**, lo primero será " -"actualizar su código fuente para que sea compatible con la nueva versión de " -"Odoo **antes de realizar la actualización**." -#: ../../content/administration/upgrade.rst:49 +#: ../../content/administration/upgrade.rst:50 msgid "Upgrading in a nutshell" msgstr "Resumen del proceso de actualización" -#: ../../content/administration/upgrade.rst:51 +#: ../../content/administration/upgrade.rst:52 msgid "" "Request an upgraded test database (see :ref:`obtaining an upgraded test " "database `)." @@ -11381,7 +11503,14 @@ msgstr "" ":ref:`obtención de una base de datos de prueba actualizada `)." -#: ../../content/administration/upgrade.rst:54 +#: ../../content/administration/upgrade.rst:55 +msgid "" +"If applicable, upgrade the source code of your custom module to be " +"compatible with the new version of Odoo (see " +":doc:`/developer/howtos/upgrade_custom_db`)." +msgstr "" + +#: ../../content/administration/upgrade.rst:58 msgid "" "Thoroughly test the upgraded database (see :ref:`testing the new version of " "the database `)." @@ -11389,7 +11518,7 @@ msgstr "" "Pruebe exhaustivamente la base de datos actualizada (consulte :ref:`prueba " "de la nueva versión de la base de datos `)." -#: ../../content/administration/upgrade.rst:57 +#: ../../content/administration/upgrade.rst:61 msgid "" "Report any issue encountered during the testing to Odoo via the `support " "page `__." @@ -11397,15 +11526,7 @@ msgstr "" "Reporte cualquier problema encontrado durante las pruebas a Odoo en la " "`página de soporte `__." -#: ../../content/administration/upgrade.rst:60 -msgid "" -"(If applicable) : upgrade the source code of your custom module to be " -"compatible with the new version of Odoo." -msgstr "" -"(Si aplica): actualice el código fuente de su módulo personalizado para que " -"sea compatible con la nueva versión de Odoo." - -#: ../../content/administration/upgrade.rst:63 +#: ../../content/administration/upgrade.rst:64 msgid "" "Once all issues are resolved and you are confident that the upgraded " "database can be used as your main database without any issues, plan the " @@ -11415,7 +11536,7 @@ msgstr "" " datos actualizada se puede utilizar como su base de datos principal, " "planifique la actualización de su base de datos de producción." -#: ../../content/administration/upgrade.rst:66 +#: ../../content/administration/upgrade.rst:67 msgid "" "Request the upgrade for the production database, rendering it unavailable " "for the time it takes to complete the process (see :ref:`upgrading the " @@ -11426,7 +11547,7 @@ msgstr "" ":ref:`actualización de la base de datos de producción `)." -#: ../../content/administration/upgrade.rst:69 +#: ../../content/administration/upgrade.rst:70 msgid "" "Report any issue encountered during the upgrade to Odoo via the `support " "page `__." @@ -11434,11 +11555,11 @@ msgstr "" "Reporte cualquier problema encontrado durante la actualización a Odoo en la " "`página de soporte `__." -#: ../../content/administration/upgrade.rst:78 +#: ../../content/administration/upgrade.rst:76 msgid "Obtaining an upgraded test database" msgstr "Obtener una base de datos de prueba actualizada" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:78 msgid "" "The `Upgrade page `_ is the main platform for " "requesting an upgraded database. However, depending on the hosting type, you" @@ -11453,7 +11574,7 @@ msgstr "" "_, o su proyecto Odoo.sh " "_." -#: ../../content/administration/upgrade.rst:86 +#: ../../content/administration/upgrade.rst:84 msgid "" "The Upgrade platform follows the same `Privacy Policy " "`_ as the other Odoo.com services. Visit the " @@ -11465,7 +11586,7 @@ msgstr "" " el `reglamento general de protección de datos `_" " para obtener más información sobre cómo Odoo maneja sus datos y privacidad." -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:92 msgid "" "Odoo Online databases can be manually upgraded via the `database manager " "`_." @@ -11474,7 +11595,7 @@ msgstr "" "través del `administrador de bases de datos " "`_." -#: ../../content/administration/upgrade.rst:97 +#: ../../content/administration/upgrade.rst:95 msgid "" "The database manager displays all databases associated with the user's " "account. Databases not on the most recent version of Odoo display an arrow " @@ -11492,7 +11613,7 @@ msgstr "" "El administrador de la base de datos con un botón de actualización junto al " "nombre de la base de datos." -#: ../../content/administration/upgrade.rst:104 +#: ../../content/administration/upgrade.rst:102 msgid "" "Click the **arrow in a circle** icon to start the upgrade process. In the " "popup, fill in:" @@ -11501,21 +11622,21 @@ msgstr "" " de actualización. En la ventana emergente, complete la siguiente " "información:" -#: ../../content/administration/upgrade.rst:106 +#: ../../content/administration/upgrade.rst:104 msgid "" "The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" "La **versión** de Odoo a la que desea actualizar, generalmente es la última " "versión." -#: ../../content/administration/upgrade.rst:107 +#: ../../content/administration/upgrade.rst:105 msgid "" "The **email** address that should receive the link to the upgraded database" msgstr "" "El **correo electrónico** que debe recibir el enlace a la base de datos " "actualizada" -#: ../../content/administration/upgrade.rst:108 +#: ../../content/administration/upgrade.rst:106 msgid "" "The :guilabel:`Purpose` of the upgrade, which is automatically set to " ":guilabel:`Test` for your first upgrade request" @@ -11527,7 +11648,7 @@ msgstr "" msgid "The \"Upgrade your database\" popup." msgstr "La ventana emergente \"Actualizar base de datos\"." -#: ../../content/administration/upgrade.rst:114 +#: ../../content/administration/upgrade.rst:112 msgid "" "The :guilabel:`Upgrade in progress` tag is displayed next to the database " "name until completion. Once the process succeeds, an email containing a link" @@ -11548,7 +11669,7 @@ msgstr "" "Hacer clic en la flecha del menú mostrará la base de datos de prueba " "actualizada." -#: ../../content/administration/upgrade.rst:124 +#: ../../content/administration/upgrade.rst:122 msgid "" "Odoo.sh is integrated with the upgrade platform to simplify the upgrade " "process." @@ -11560,7 +11681,7 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "Proyecto y pestañas de Odoo.sh " -#: ../../content/administration/upgrade.rst:129 +#: ../../content/administration/upgrade.rst:127 msgid "" "The **latest production daily automatic backup** is then sent to the " "`upgrade platform `_." @@ -11568,7 +11689,7 @@ msgstr "" "El **respaldo automático diario más reciente de producción** se envía a la " "`plataforma de actualización `_." -#: ../../content/administration/upgrade.rst:132 +#: ../../content/administration/upgrade.rst:130 msgid "" "Once the upgrade platform is done upgrading the backup and uploading it on " "the branch, it is put in a **special mode**: each time a **commit is " @@ -11588,7 +11709,7 @@ msgstr "" "actualización en su nueva compilación de preparación actualizada en: " "file:`~/logs/upgrade.log`." -#: ../../content/administration/upgrade.rst:140 +#: ../../content/administration/upgrade.rst:138 msgid "" "In databases where custom modules are installed, their source code must be " "up-to-date with the target version of Odoo before the upgrade can be " @@ -11603,12 +11724,18 @@ msgstr "" "pronto como se transfiera desde la plataforma de actualización y se saldrá " "del modo de actualización." -#: ../../content/administration/upgrade.rst:152 -#: ../../content/administration/upgrade.rst:344 +#: ../../content/administration/upgrade.rst:143 +msgid "" +"Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more " +"information." +msgstr "" + +#: ../../content/administration/upgrade.rst:145 +#: ../../content/administration/upgrade.rst:341 msgid "On-premise" msgstr "Local" -#: ../../content/administration/upgrade.rst:154 +#: ../../content/administration/upgrade.rst:147 msgid "" "The standard upgrade process can be initiated by entering the following " "command line on the machine where the database is hosted:" @@ -11617,7 +11744,7 @@ msgstr "" "comando en la línea de comandos de la máquina donde se encuentra alojada la " "base de datos." -#: ../../content/administration/upgrade.rst:161 +#: ../../content/administration/upgrade.rst:154 msgid "" "The following command can be used to display the general help and the main " "commands:" @@ -11625,7 +11752,7 @@ msgstr "" "Puede utilizar el siguiente comando para mostrar la ayuda general y los " "comandos principales." -#: ../../content/administration/upgrade.rst:167 +#: ../../content/administration/upgrade.rst:160 msgid "" "An upgraded test database can also be requested via the `Upgrade page " "`_." @@ -11633,7 +11760,15 @@ msgstr "" "También puede solicitar una base de datos de prueba actualizada mediante la " "página de actualización ." -#: ../../content/administration/upgrade.rst:171 +#: ../../content/administration/upgrade.rst:164 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. Check out the :doc:`/developer/howtos/upgrade_custom_db` page for" +" more information." +msgstr "" + +#: ../../content/administration/upgrade.rst:169 msgid "" "For security reasons, only the person who submitted the upgrade request can " "download it." @@ -11641,7 +11776,7 @@ msgstr "" "Por razones de seguridad, solo la persona que envío la solicitud de " "actualización puede descargarla. " -#: ../../content/administration/upgrade.rst:172 +#: ../../content/administration/upgrade.rst:170 msgid "" "For storage reasons, the database's copy is submitted without a filestore to" " the upgrade server. Therefore, the upgraded database does not contain the " @@ -11651,7 +11786,7 @@ msgstr "" "repositorio de archivos al servidor de actualización. Por lo tanto, la base " "de datos actualizada no contiene el repositorio de archivos de producción. " -#: ../../content/administration/upgrade.rst:174 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " @@ -11661,15 +11796,15 @@ msgstr "" "debe estar unido a al repositorio de archivos de producción para que pueda " "realizar las pruebas bajo las mismas condiciones que la nueva versión. " -#: ../../content/administration/upgrade.rst:177 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "La base de datos actualizada contiene:" -#: ../../content/administration/upgrade.rst:179 +#: ../../content/administration/upgrade.rst:177 msgid "A `dump.sql` file containing the upgraded database" msgstr "Un archivo `dump.sql` que contiene la base de datos actualizada." -#: ../../content/administration/upgrade.rst:180 +#: ../../content/administration/upgrade.rst:178 msgid "" "A `filestore` folder containing files extracted from in-database records " "into attachments (if there are any) and new standard Odoo files from the " @@ -11684,7 +11819,7 @@ msgstr "" " etc.). Esta es la carpeta que debe fusionarse con el repositorio de " "archivos de producción para obtener el repositorio completo. " -#: ../../content/administration/upgrade.rst:187 +#: ../../content/administration/upgrade.rst:185 msgid "" "You can request multiple test databases if you wish to test an upgrade more " "than once." @@ -11692,7 +11827,7 @@ msgstr "" "Puede solicitar múltiples bases de datos de prueba si desea probar una " "actualización más de una vez." -#: ../../content/administration/upgrade.rst:192 +#: ../../content/administration/upgrade.rst:190 msgid "" "When an upgrade request is completed, an upgrade report is attached to the " "successful upgrade email, and it becomes available in the Discuss app for " @@ -11706,11 +11841,11 @@ msgstr "" "parte del grupo \"Administración / Ajustes\". Este reporte proporciona " "información importante sobre los cambios introducidos por la nueva versión." -#: ../../content/administration/upgrade.rst:200 +#: ../../content/administration/upgrade.rst:198 msgid "Testing the new version of the database" msgstr "Probar la nueva versión de la base de datos" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:200 msgid "" "It is essential to spend some time testing the upgraded test database to " "ensure that you are not stuck in your day-to-day activities by a change in " @@ -11721,7 +11856,7 @@ msgstr "" " a un cambio en las vistas o en el comportamiento, incluso debido a un " "mensaje de error una vez que la actualización esté activa." -#: ../../content/administration/upgrade.rst:207 +#: ../../content/administration/upgrade.rst:205 msgid "" "Test databases are neutralized, and some features are disabled to prevent " "them from impacting the production database:" @@ -11729,11 +11864,11 @@ msgstr "" "Las bases de datos de prueba están neutralizadas y algunas de sus funciones " "están deshabilitadas para evitar que afecten la base de datos de producción:" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:208 msgid "Scheduled actions are disabled." msgstr "Las actividades programadas están deshabilitadas." -#: ../../content/administration/upgrade.rst:211 +#: ../../content/administration/upgrade.rst:209 msgid "" "Outgoing mail servers are disabled by archiving the existing ones and adding" " a fake one." @@ -11741,14 +11876,14 @@ msgstr "" "Los servidores de correo saliente se deshabilitan. Para esto, los que ya " "existen se archivan y además se agrega uno falso." -#: ../../content/administration/upgrade.rst:212 +#: ../../content/administration/upgrade.rst:210 msgid "" "Payment providers and delivery carriers are reset to the test environment." msgstr "" "Los proveedores de pago y los transportistas se restablecen a un entorno de " "prueba." -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:211 msgid "" "Bank synchronization is disabled. Should you want to test the " "synchronization, contact your bank synchronization provider to get sandbox " @@ -11758,7 +11893,7 @@ msgstr "" "póngase en contacto con su proveedor de sincronización bancaria para que le " "proporcione las credenciales del entorno de prueba. " -#: ../../content/administration/upgrade.rst:216 +#: ../../content/administration/upgrade.rst:214 msgid "" "Testing as many of your business flows as possible is strongly recommended " "to ensure they are working correctly and to get more familiar with the new " @@ -11768,11 +11903,11 @@ msgstr "" "asegurarse de que funcionen de forma correcta y para que se familiarice más " "con la nueva versión." -#: ../../content/administration/upgrade.rst:219 +#: ../../content/administration/upgrade.rst:217 msgid "Basic test checklist" msgstr "Lista de verificación de prueba básica" -#: ../../content/administration/upgrade.rst:221 +#: ../../content/administration/upgrade.rst:219 msgid "" "Are there views that are deactivated in your test database but active in " "your production database?" @@ -11780,21 +11915,21 @@ msgstr "" "¿Hay vistas que están desactivadas en su base de datos de prueba pero " "activas en su base de datos de producción?" -#: ../../content/administration/upgrade.rst:223 +#: ../../content/administration/upgrade.rst:221 msgid "Are your usual views still displayed correctly?" msgstr "¿Sus vistas habituales se muestran de forma correcta?" -#: ../../content/administration/upgrade.rst:224 +#: ../../content/administration/upgrade.rst:222 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" "¿Sus reportes (facturas, órdenes de ventas, etcétera) se están generando de " "manera correcta?" -#: ../../content/administration/upgrade.rst:225 +#: ../../content/administration/upgrade.rst:223 msgid "Are your website pages working correctly?" msgstr "¿Las páginas de su sitio web están funcionando de forma adecuada?" -#: ../../content/administration/upgrade.rst:226 +#: ../../content/administration/upgrade.rst:224 msgid "" "Are you able to create and modify records? (sales orders, invoices, " "purchases, users, contacts, companies, etc.)" @@ -11802,23 +11937,23 @@ msgstr "" "¿Puede crear y modificar registros? (como órdenes de ventas, facturas, " "compras, usuarios, contactos, empresas, etcétera)." -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:226 msgid "Are there any issues with your mail templates?" msgstr "¿Las plantillas de correo electrónico presentan errores?" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:227 msgid "Are there any issues with saved translations?" msgstr "¿Las traducciones almacenadas tienen errores?" -#: ../../content/administration/upgrade.rst:230 +#: ../../content/administration/upgrade.rst:228 msgid "Are your search filters still present?" msgstr "¿Sus filtros de búsqueda están disponibles?" -#: ../../content/administration/upgrade.rst:231 +#: ../../content/administration/upgrade.rst:229 msgid "Can you export your data?" msgstr "¿Puede exportar sus datos?" -#: ../../content/administration/upgrade.rst:235 +#: ../../content/administration/upgrade.rst:233 msgid "" "Checking a random product in your product catalog and comparing its test and" " production data to verify everything is the same (product category, selling" @@ -11829,15 +11964,15 @@ msgstr "" " producto, precio de venta, precio de costo, proveedor, cuentas, rutas, " "etcétera)." -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:236 msgid "Buying this product (Purchase app)." msgstr "Comprar el producto (aplicación Compra)." -#: ../../content/administration/upgrade.rst:239 +#: ../../content/administration/upgrade.rst:237 msgid "Confirming the reception of this product (Inventory app)." msgstr "Confirmar su recepción (aplicación Inventario)." -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:238 msgid "" "Checking if the route to receive this product is the same in your production" " database (Inventory app)." @@ -11845,11 +11980,11 @@ msgstr "" "Verificar si la ruta para recibir el producto es la misma que estableció en " "la base de datos de producción (aplicación Inventario)." -#: ../../content/administration/upgrade.rst:242 +#: ../../content/administration/upgrade.rst:240 msgid "Selling this product (Sales app) to a random customer." msgstr "Vender el producto (aplicación Ventas) a un cliente aleatorio." -#: ../../content/administration/upgrade.rst:243 +#: ../../content/administration/upgrade.rst:241 msgid "" "Opening your customer database (Contacts app), selecting a customer (or " "company), and checking its data." @@ -11857,11 +11992,11 @@ msgstr "" "Abrir la base de datos con sus clientes (aplicación Contactos), seleccionar " "un cliente (o empresa) y verificar su información." -#: ../../content/administration/upgrade.rst:245 +#: ../../content/administration/upgrade.rst:243 msgid "Shipping this product (Inventory app)." msgstr "Enviar el producto (aplicación Compra)." -#: ../../content/administration/upgrade.rst:246 +#: ../../content/administration/upgrade.rst:244 msgid "" "Checking if the route to ship this product is the same as in your production" " database (Inventory app)." @@ -11869,12 +12004,12 @@ msgstr "" "Verificar si la ruta para enviar el producto es la misma que estableció en " "la base de datos de producción (aplicación Inventario)." -#: ../../content/administration/upgrade.rst:248 +#: ../../content/administration/upgrade.rst:246 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" "Validar la factura del cliente (aplicación Facturación o Contabilidad)." -#: ../../content/administration/upgrade.rst:249 +#: ../../content/administration/upgrade.rst:247 msgid "" "Crediting the invoice (issuing a credit note) and checking if it behaves as " "in your production database." @@ -11882,11 +12017,11 @@ msgstr "" "Acreditar una factura (emitir una nota de crédito) y verificar si se " "comporta de la misma manera que en la base de datos de producción." -#: ../../content/administration/upgrade.rst:251 +#: ../../content/administration/upgrade.rst:249 msgid "Checking your reports' results (Accounting app)." msgstr "Verificar el reporte de resultados (aplicación Contabilidad)." -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:250 msgid "" "Randomly checking your taxes, currencies, bank accounts, and fiscal year " "(Accounting app)." @@ -11894,7 +12029,7 @@ msgstr "" "Revisar de forma aleatoria sus impuestos, divisas, cuentas bancarias y año " "fiscal (aplicación Contabilidad)." -#: ../../content/administration/upgrade.rst:253 +#: ../../content/administration/upgrade.rst:251 msgid "" "Making an online order (Website apps) from the product selection in your " "shop until the checkout process and checking if everything behaves as in " @@ -11905,7 +12040,7 @@ msgstr "" "Verificar si todo se comporta de la misma manera que en la base de datos de " "producción." -#: ../../content/administration/upgrade.rst:256 +#: ../../content/administration/upgrade.rst:254 msgid "" "This list is **not** exhaustive. Extend the example to your other apps based" " on your use of Odoo." @@ -11913,7 +12048,7 @@ msgstr "" "Esta lista **no** está completa. El ejemplo puede extenderse a otras de sus " "aplicaciones según el uso que le da a Odoo." -#: ../../content/administration/upgrade.rst:258 +#: ../../content/administration/upgrade.rst:256 msgid "" "If you face an issue while testing your upgraded test database, you can " "request the assistance of Odoo via the `support page " @@ -11930,7 +12065,7 @@ msgstr "" " las pruebas para corregirlo antes de actualizar su base de datos de " "producción." -#: ../../content/administration/upgrade.rst:263 +#: ../../content/administration/upgrade.rst:261 msgid "" "You might encounter significant differences with standard views, features, " "fields, and models during testing. Those changes cannot be reverted on a " @@ -11945,15 +12080,15 @@ msgstr "" "tenga errores, es responsabilidad de la persona que le da mantenimiento a su" " módulo personalizado que sea compatible con la nueva versión de Odoo. " -#: ../../content/administration/upgrade.rst:269 +#: ../../content/administration/upgrade.rst:267 msgid "Do not forget to test:" msgstr "No olvide probar lo siguiente:" -#: ../../content/administration/upgrade.rst:271 +#: ../../content/administration/upgrade.rst:269 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "Integraciones con software externo (EDI, API, etcétera)." -#: ../../content/administration/upgrade.rst:272 +#: ../../content/administration/upgrade.rst:270 msgid "" "Workflows between different apps (online sales with eCommerce, converting a " "lead all the way to a sales order, delivery of products, etc.)" @@ -11962,15 +12097,15 @@ msgstr "" " Comercio electrónico, convertir un lead en una orden de venta, entregar " "productos, etcétera)." -#: ../../content/administration/upgrade.rst:274 +#: ../../content/administration/upgrade.rst:272 msgid "Data exports" msgstr "Exportación de datos." -#: ../../content/administration/upgrade.rst:275 +#: ../../content/administration/upgrade.rst:273 msgid "Automated actions" msgstr "Acciones automatizadas." -#: ../../content/administration/upgrade.rst:276 +#: ../../content/administration/upgrade.rst:274 msgid "" "Server actions in the action menu on form views, as well as by selecting " "multiple records on list views" @@ -11978,11 +12113,11 @@ msgstr "" "Acciones del servidor en el menú de acción desde las vistas de formulario, " "así como al seleccionar varios registros en las vistas de lista." -#: ../../content/administration/upgrade.rst:282 +#: ../../content/administration/upgrade.rst:280 msgid "Upgrading the production database" msgstr "Actualizar la base de datos de producción" -#: ../../content/administration/upgrade.rst:284 +#: ../../content/administration/upgrade.rst:282 msgid "" "Once the :ref:`tests ` are completed and you are " "confident that the upgraded database can be used as your main database " @@ -11997,7 +12132,7 @@ msgstr "" "colaboración con los analistas de soporte de actualización de Odoo, " "contáctelos a través de la `página de soporte `__." -#: ../../content/administration/upgrade.rst:289 +#: ../../content/administration/upgrade.rst:287 msgid "" "Your production database will be unavailable during its upgrade. Therefore, " "we recommend planning the upgrade at a time when the use of the database is " @@ -12007,33 +12142,26 @@ msgstr "" "Le recomendamos que realice la actualización en un momento en que el uso de " "la base de datos es mínimo." -#: ../../content/administration/upgrade.rst:292 +#: ../../content/administration/upgrade.rst:290 msgid "" "As the standard upgrade scripts and your database are constantly evolving, " "it is also recommended to frequently request another upgraded test database " "to ensure that the upgrade process is still successful, especially if it " -"takes a long time to finish. Fully rehearsing the upgrade process the day " -"before upgrading the production database is also recommended." +"takes a long time to finish. **Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended.**" msgstr "" -"Como los scripts de actualización estándar y su base de datos evolucionan de" -" forma constante, también le recomendamos que con frecuencia solicite otra " -"base de datos de prueba actualizada, con la finalidad de asegurarse de que " -"el proceso de actualización se realiza con éxito, sobre todo si su " -"finalización toma mucho tiempo. Además, le recomendamos ensayar todo el " -"proceso de actualización un día antes de actualizar la base de datos de " -"producción." -#: ../../content/administration/upgrade.rst:298 +#: ../../content/administration/upgrade.rst:296 msgid "Going into production without first testing may lead to:" msgstr "" "Empezar a usar la base de datos de producción sin hacer pruebas antes puede " "ocasionar: " -#: ../../content/administration/upgrade.rst:300 +#: ../../content/administration/upgrade.rst:298 msgid "Users failing to adjust to the changes and new features" msgstr "Que los usuarios no se ajusten a los cambios y nuevas funciones." -#: ../../content/administration/upgrade.rst:301 +#: ../../content/administration/upgrade.rst:299 msgid "" "Business interruptions (e.g., no longer having the possibility to validate " "an action)" @@ -12041,7 +12169,7 @@ msgstr "" "Que haya interrupciones en las actividades empresariales (por ejemplo, ya no" " contar con la posibilidad de validar una acción)." -#: ../../content/administration/upgrade.rst:302 +#: ../../content/administration/upgrade.rst:300 msgid "" "Poor customer experience (e.g., an eCommerce website that does not work " "correctly)" @@ -12049,7 +12177,7 @@ msgstr "" "Que los clientes tengan una mala experiencia de usuario (por ejemplo, si un " "sitio web de comercio electrónico deja de funcionar de manera adecuada)." -#: ../../content/administration/upgrade.rst:304 +#: ../../content/administration/upgrade.rst:302 msgid "" "The process of upgrading a production database is similar to upgrading a " "test database with a few exceptions." @@ -12057,7 +12185,7 @@ msgstr "" "El proceso de actualización de una base de datos de producción es parecido a" " la actualización de una base de datos de prueba salvo algunas excepciones." -#: ../../content/administration/upgrade.rst:311 +#: ../../content/administration/upgrade.rst:309 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "`, except for the purpose option, which must " @@ -12068,7 +12196,7 @@ msgstr "" "de la opción relacionada al propósito, debe seleccionar " ":guilabel:`Producción` en lugar de :guilabel:`Prueba`." -#: ../../content/administration/upgrade.rst:316 +#: ../../content/administration/upgrade.rst:314 msgid "" "Once the upgrade is requested, the database will be unavailable until the " "upgrade is finished. Once the process is completed, it is impossible to " @@ -12078,7 +12206,7 @@ msgstr "" " hasta que termine la actualización. Una vez que el proceso haya finalizado," " es imposible volver a la versión anterior." -#: ../../content/administration/upgrade.rst:322 +#: ../../content/administration/upgrade.rst:320 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "` on the :guilabel:`Production` branch." @@ -12091,7 +12219,7 @@ msgstr "" msgid "View from the upgrade tab" msgstr "Vista desde la pestaña \"Actualizar\"." -#: ../../content/administration/upgrade.rst:328 +#: ../../content/administration/upgrade.rst:326 msgid "" "The process is **triggered as soon as a new commit is made** on the branch. " "This allows the upgrade process to be synchronized with the deployment of " @@ -12104,7 +12232,7 @@ msgstr "" "Si no hay módulos personalizados, el proceso de actualización se activa de " "inmediato." -#: ../../content/administration/upgrade.rst:334 +#: ../../content/administration/upgrade.rst:332 msgid "" "The database is unavailable throughout the process. If anything goes wrong, " "the platform automatically reverts the upgrade, as it would be for a regular" @@ -12117,18 +12245,16 @@ msgstr "" "exitoso, se crea una copia de seguridad de la base de datos antes de la " "actualización." -#: ../../content/administration/upgrade.rst:338 +#: ../../content/administration/upgrade.rst:336 msgid "" "The update of your custom modules must be successful to complete the entire " "upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." +":guilabel:`successful` before trying it in production. More information on " +"how to upgrade your custom modules can be found on " +":doc:`/developer/howtos/upgrade_custom_db`." msgstr "" -"La actualización de sus módulos personalizados debe ser exitosa antes de " -"completar todo el proceso de actualización. Asegúrese de que su " -"actualización de prueba sea :guilabel:`éxitosa` antes de intentarlo en " -"producción. " -#: ../../content/administration/upgrade.rst:346 +#: ../../content/administration/upgrade.rst:343 msgid "" "The command to upgrade a database to production is similar to the one of " "upgrading a test database except for the argument `test`, which must be " @@ -12138,7 +12264,7 @@ msgstr "" "comando para actualizar una base de prueba, solo debe reemplazar el " "argumento `test` por `production`:" -#: ../../content/administration/upgrade.rst:353 +#: ../../content/administration/upgrade.rst:350 msgid "" "An upgraded production database can also be requested via the `Upgrade page " "`_. Once the database is uploaded, any " @@ -12153,7 +12279,7 @@ msgstr "" "actualizada. Por este motivo le recomendamos que no la use durante el " "proceso de actualización." -#: ../../content/administration/upgrade.rst:360 +#: ../../content/administration/upgrade.rst:357 msgid "" "When requesting an upgraded database for production purposes, the copy is " "submitted without a filestore. Therefore, the upgraded database filestore " @@ -12165,7 +12291,7 @@ msgstr "" "almacenados de la base de datos actualizada deben fusionarse con los que " "corresponden a producción antes de implementar la nueva versión." -#: ../../content/administration/upgrade.rst:364 +#: ../../content/administration/upgrade.rst:361 msgid "" "In case of an issue with your production database, you can request the " "assistance of Odoo via the `support page " @@ -12177,11 +12303,11 @@ msgstr "" "`__, solo debe seleccionar la " "opción relacionada con la actualización en producción." -#: ../../content/administration/upgrade.rst:372 +#: ../../content/administration/upgrade.rst:369 msgid "Service-level agreement (SLA)" msgstr "Acuerdo de nivel de servicio (SLA, por sus siglas en inglés) " -#: ../../content/administration/upgrade.rst:374 +#: ../../content/administration/upgrade.rst:371 msgid "" "With Odoo Enterprise, upgrading a database to the most recent version of " "Odoo is **free**, including any support required to rectify potential " @@ -12191,7 +12317,7 @@ msgstr "" "es **gratis** e incluye cualquier tipo de soporte requerido para rectificar " "posibles discrepancias en la base de datos actualizada. " -#: ../../content/administration/upgrade.rst:377 +#: ../../content/administration/upgrade.rst:374 msgid "" "Information about the upgrade services included in the Enterprise Licence is" " available in the :ref:`Odoo Enterprise Subscription Agreement `. " @@ -12202,11 +12328,11 @@ msgstr "" "Enterprise `. Sin embargo, esta sección aclara qué servicios de " "actualización puede esperar." -#: ../../content/administration/upgrade.rst:382 +#: ../../content/administration/upgrade.rst:379 msgid "Upgrade services covered by the SLA" msgstr "Servicios de actualización que cubre el SLA " -#: ../../content/administration/upgrade.rst:384 +#: ../../content/administration/upgrade.rst:381 msgid "" "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " "self-hosted (On-Premise) can benefit from upgrade services at all times for:" @@ -12215,11 +12341,11 @@ msgstr "" "línea y Odoo.sh) o que se alojan a si mismas (Local) se pueden beneficiar de" " los servicios de actualización en todo momento para: " -#: ../../content/administration/upgrade.rst:387 +#: ../../content/administration/upgrade.rst:384 msgid "the upgrade of all **standard applications**;" msgstr "actualizar todas las **aplicaciones estándar**;" -#: ../../content/administration/upgrade.rst:388 +#: ../../content/administration/upgrade.rst:385 msgid "" "the upgrade of all **customizations created with the Studio app**, as long " "as Studio is still installed and the respective subscription is still " @@ -12229,7 +12355,7 @@ msgstr "" " siempre y cuando Studio siga instalado y la suscripción correspondiente " "siga activa; y " -#: ../../content/administration/upgrade.rst:390 +#: ../../content/administration/upgrade.rst:387 msgid "" "the upgrade of all **developments and customizations covered by a " "maintenance of customizations subscription**." @@ -12237,7 +12363,7 @@ msgstr "" "actualizar todos los **desarrollos y personalizaciones que cubre una " "suscripción de mantenimiento para las personalizaciones**. " -#: ../../content/administration/upgrade.rst:393 +#: ../../content/administration/upgrade.rst:390 msgid "" "Upgrade services are limited to the technical conversion and adaptation of a" " database (standard modules and data) to make it compatible with the version" @@ -12247,23 +12373,23 @@ msgstr "" "adaptación de una base de datos (módulos estándar y datos) para hacerlos " "compatibles con la versión objetivo de la actualización. " -#: ../../content/administration/upgrade.rst:397 +#: ../../content/administration/upgrade.rst:394 msgid "Upgrade services not covered by the SLA" msgstr "Servicios de actualización que no cubre el SLA" -#: ../../content/administration/upgrade.rst:399 +#: ../../content/administration/upgrade.rst:396 msgid "The following upgrade-related services are **not** included:" msgstr "" "Los siguientes servicios relacionados con la actualización **no** incluyen: " -#: ../../content/administration/upgrade.rst:401 +#: ../../content/administration/upgrade.rst:398 msgid "" "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" "la **limpieza** de datos y configuraciones pre-existentes al momento de " "actualizar; " -#: ../../content/administration/upgrade.rst:402 +#: ../../content/administration/upgrade.rst:399 msgid "" "the upgrade of **custom modules created in-house or by third parties**, " "including Odoo partners;" @@ -12271,7 +12397,7 @@ msgstr "" "la actualización de **módulos personalizados creados internamente o por " "externos**, incluyendo partners de Odoo; " -#: ../../content/administration/upgrade.rst:403 +#: ../../content/administration/upgrade.rst:400 msgid "" "lines of **code added to standard modules**, i.e., customizations created " "outside the Studio app, code entered manually, and :ref:`automated actions " @@ -12282,16 +12408,16 @@ msgstr "" "manualmente y :ref:`acciones automatizadas usando código Python " "`; y" -#: ../../content/administration/upgrade.rst:406 +#: ../../content/administration/upgrade.rst:403 msgid "**training** on using the upgraded version's features and workflows." msgstr "" "**capacitación** para usar las funciones de la versión actualizada y flujos " "de trabajo. " -#: ../../content/administration/upgrade.rst:409 +#: ../../content/administration/upgrade.rst:406 msgid ":doc:`Odoo.sh documentation `" msgstr ":doc:`Documentación de Odoo.sh `" -#: ../../content/administration/upgrade.rst:410 +#: ../../content/administration/upgrade.rst:407 msgid ":doc:`Supported Odoo versions `" msgstr ":doc:`Versiones de Odoo compatibles `" diff --git a/locale/es/LC_MESSAGES/finance.po b/locale/es/LC_MESSAGES/finance.po index d61009924..2e9c8f80b 100644 --- a/locale/es/LC_MESSAGES/finance.po +++ b/locale/es/LC_MESSAGES/finance.po @@ -41,7 +41,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Fernanda Alvarez, 2024\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" @@ -252,7 +252,9 @@ msgstr "" "--> Reportes --> Libro mayor de la empresa`." #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "Reportes" @@ -266,7 +268,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "Reportes financieros" @@ -474,11 +476,11 @@ msgstr "" "resultados se reporta de manera automática en el reporte del balance " "general." -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "Fiduciarias" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -488,11 +490,11 @@ msgstr "" ":menuselection:`Contabilidad --> Configuración --> Ajustes --> Modo de " "empresas de contabilidad`. Cuando lo active:" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "Es posible editar la secuencia del documento en cada uno de ellos." -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" @@ -501,7 +503,7 @@ msgstr "" " el que será posible acelerar y controlar la codificación, ya que las líneas" " se crearán de inmediato con la cuenta y el impuesto correctos;" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." @@ -509,7 +511,7 @@ msgstr "" "Al codificar una transacción, el campo :guilabel:`Fecha de la factura` se " "llena de manera predeterminada." -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -691,8 +693,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -703,28 +705,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -1243,14 +1250,10 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" -"Esta desconexión puede deberse al soporte de Odoo. En este caso, comuníquese" -" con el `soporte `_ directamente con su " -"identificación de cliente o la referencia del error que aparece en el " -"chatter." #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 msgid "Migration process for users having installed Odoo before December 2020" @@ -2381,7 +2384,7 @@ msgstr "" "Reporte de ganancias/pérdidas de cambio no realizadas una vez ajustado." #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "Conciliación bancaria" @@ -3422,10 +3425,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "**Cuenta**" @@ -3441,10 +3442,8 @@ msgstr "**Fecha de vencimiento**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -3453,10 +3452,8 @@ msgstr "**Debe**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -3492,8 +3489,8 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -3511,6 +3508,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -3526,7 +3529,7 @@ msgstr "Ventas" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -3757,7 +3760,7 @@ msgid ":doc:`payment_terms`" msgstr ":doc:`payment_terms`" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr ":doc:`../payments`" @@ -4544,454 +4547,408 @@ msgstr "Ingresos diferidos" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" -"Los **ingresos diferidos** son los pagos anticipados que realizan los " -"clientes por productos que no se han entregado o servicios que no se han " -"prestado. " #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -"Estos pagos son un **pasivo** para la empresa que los recibe, ya que sigue " -"debiendo a sus clientes estos productos o servicios. La empresa no puede " -"incluirlos en la **cuenta de pérdidas y ganancias**, o en el *estado de " -"resultados*, ya que los pagos se devengarán efectivamente en el futuro." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" -"Estos ingresos futuros deben diferirse en el balance de la empresa hasta el " -"momento en el que se puedan **reconocer**, al mismo tiempo o a lo largo de " -"un periodo definido, en la cuenta de pérdidas y ganancias." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -"Por ejemplo, supongamos que vendemos una garantía amplia de cinco años por " -"350 dólares. Ya recibimos el dinero, pero aún no lo hemos ganado. Por lo " -"tanto, contabilizamos este nuevo ingreso en una cuenta de ingresos diferidos" -" y decidimos reconocerlo anualmente. Cada año, durante los próximos 5 años, " -"se reconocerán 70 dólares como ingresos." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -"La contabilidad de Odoo administra los ingresos diferidos distribuyéndolos " -"en varios asientos que se crean de manera predeterminada como *borrador* y " -"luego se contabilizan periódicamente." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -"El servidor comprueba una vez al día si se debe publicar un asiento. Pueden " -"pasar hasta 24 horas antes de que se refleje el cambio de *borrador* a " -"*registrado*." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "Prerrequisitos" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" -"Se deben contabilizar estas operaciones en una **cuenta de ingresos " -"diferidos** en lugar de la cuenta de ingresos predeterminada." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" -msgstr "Configurar una cuenta de ingresos diferidos" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -"Para configurar su cuenta en el **Plan de cuentas**, vaya a " -":menuselection:`Contabilidad --> Configuración --> Plan de cuentas`, haga " -"clic en *Crear*, y llene el formulario." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -"Configuración de una cuenta de ingresos diferidos en Contabilidad de Odoo" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -"Esta cuenta debe ser tipo *Pasivo circulante* o *Pasivo no circulante*." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" -msgstr "Contabilizar un ingreso en la cuenta correcta" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "Seleccionar la cuenta en un borrador de factura" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -"En un borrador de factura, seleccione la cuenta correcta para todos los " -"productos cuyos ingresos se deben diferir." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 +msgid "" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" -"Selección de la cuenta de ingresos diferidos en el borrador de una factura " -"en Contabilidad de Odoo" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" -msgstr "Elija una cuenta de ingresos diferente para productos específicos" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" -"Comience a editar el producto, vaya a la pestaña *Contabilidad*, seleccione " -"la **cuenta de ingresos** correcta y guarde." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" -msgstr "Cambio de cuenta de ingresos para un producto dentro de Odoo" +msgid "Deferred revenue report" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -"Es posible automatizar la creación de asientos de ingresos para estos " -"productos ( ver: `Automatizar los ingresos diferidos`_)." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" -msgstr "Modificar la cuenta de un apunte contable registrado" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -"Para hacerlo, abra su diario de ventas yendo a :menuselection:`Contabilidad " -"--> Contabilidad --> Ventas`, seleccione el elemento del diario que desea " -"modificar, haga clic en la cuenta y seleccione la correcta." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" -"Modificación de la cuenta de un apunte contable publicado en la aplicación " -"Contabilidad de Odoo" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "Apuntes de ingresos diferidos" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "Crear un nuevo asiento" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -"Un **ingreso diferido** genera automáticamente todos los asientos del diario" -" en *modo borrador*. A continuación, se contabilizan uno a uno en el momento" -" adecuado hasta que se reconoce el importe total de los ingresos." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -"Para crear un nuevo asiento, vaya a :menuselection:`Contabilidad --> " -"Contabilidad --> Ingresos diferidos`, haga clic en *Crear*, y complete el " -"formulario." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -"Haga clic en **selección de compras relacionadas** para vincular un apunte " -"del diario existente a este nuevo asiento. Algunos campos se llenarán " -"automáticamente y el apunte del diario aparecerá en la pestaña **Ventas " -"Relacionadas**." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" -msgstr "Asiento de ingresos diferidos en Contabilidad de Odoo" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -"Una vez hecho esto, puede hacer clic en *Calcular ingresos* (al lado del " -"botón *Confirmar*) para generar todos los valores del **Tablero de " -"ingresos**. Este tablero le muestra todos los asientos que Odoo registrará " -"para reconocer sus ingresos, y la fecha en que lo hará." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "Tabla de ingresos en Contabilidad de Odoo" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" -msgstr "¿Qué significa \"Prorata Temporis\"?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -"La función **Pro rata Temporis** es útil para reconocer sus ingresos con la " -"mayor precisión posible." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 -msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 +msgid "" +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"Con esta función, el primer asiento en la tabla de ingresos se calcula según" -" el tiempo que queda entre la *fecha de prorrateo* y la *fecha de primer " -"reconocimiento*, en lugar de la cantidad de tiempo predeterminada entre los " -"reconocimientos." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 -msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 +msgid "" +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" -"Por ejemplo, la tabla de ingresos anterior tiene su primer ingreso con un " -"importe de $4.22 en lugar de $70.00. Por lo tanto, el último ingreso también" -" es menor y tiene un importe de $65.78." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "Asiento diferido del diario de ventas" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -"Puede crear un asiento diferido desde un apunte específico en su **diario de" -" ventas**." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"Para hacer esto, abra su diario de ventas en :menuselection:`Contabilidad " -"--> Contabilidad --> Ventas` y seleccione el apunte contable que desea " -"diferir. Asegúrese de que está registrado en la cuenta correcta (consulte: " -"`Cambiar la cuenta de un apunte de diario registrado`_)." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" -"A continuación, haga clic en *Acción*, seleccione **Crear asiento " -"diferido**, y complete el formulario de la misma manera que lo haría para " -"`crear un nuevo asiento`_." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" -msgstr "" -"Cree un asiento diferido desde un apunte contable en Contabilidad de Odoo" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "Modelos de ingresos diferidos" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -"Se pueden crear **modelos de ingresos diferidos** para crear más rápidamente" -" los asientos de ingresos diferidos." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"Para crear un modelo, vaya a :menuselection:`Contabilidad --> Configuración " -"--> Modelos de ingresos diferidos`, haga clic en *Crear*, y complete el " -"formulario de la misma manera que lo haría para crear un nuevo asiento." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" -"También se puede convertir un *ingreso diferido confirmado* en un modelo si " -"lo abre desde :menuselection:`Contabilidad --> Contabilidad --> Ingresos " -"diferidos` y luego, hace clic en el botón *Guardar modelo*." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" -msgstr "Aplicar un modelo de ingresos diferidos a un nuevo asiento" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -"Cuando cree un nuevo asiento de ingresos diferidos, complete la **cuenta de " -"ingresos diferidos** con la cuenta de reconocimiento correcta." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -"En la parte superior del formulario aparecen nuevos botones con todos los " -"modelos vinculados a esa cuenta. Al hacer clic en un modelo, se completa el " -"formulario según dicho modelo" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" -msgstr "Botón de modelo de ingreso diferido en Contabilidad de Odoo" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" -msgstr "Automatizar los ingresos diferidos" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" -"Cuando se crea o edita una cuenta de tipo *Pasivo corriente* o *Pasivo no " -"corriente*, se puede configurar para diferir los ingresos que se abonan " -"automáticamente en ella." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" -msgstr "Hay tres opciones para el campo **Automatizar ingresos diferidos**:" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." -msgstr "**No:** es el valor predeterminado. No pasa nada." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 -msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -"**Crear en borrador:** cuando se registra una transacción en la cuenta se " -"crea un borrador de *asiento de ingresos diferidos*, pero no se valida. " -"Primero debe completar el formulario correspondiente en " -":menuselection:`Contabilidad --> Contabilidad --> Ingresos diferidos`. " -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -"**Crear y validar:** también debe seleccionar un modelo de ingresos " -"diferidos (ver: `Modelos de ingresos diferidos`_). Cada vez que se registra " -"una operación en la cuenta, se crea un *ingreso diferido* que se valida " -"inmediatamente." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "Ingresos diferidos automáticos en una cuenta de Contabilidad de Odoo" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" msgstr "" -"Puede, por ejemplo, seleccionar esta cuenta como la **cuenta de ingresos** " -"predeterminada de un producto para automatizar totalmente su venta. (ver: " -"`Elija una cuenta de ingresos diferente para productos específicos`_)." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr ":doc:`../get_started/chart_of_accounts`" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 +msgid "" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" @@ -5162,7 +5119,7 @@ msgstr "" "Cada PDF que genera Odoo incluye un archivo XML integrado **Factur-X**." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -5255,52 +5212,89 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -"La red `Peppol `_ garantiza el intercambio de " -"documentos e información entre las empresas y las autoridades del gobierno. " -"Se usa principalmente para la facturación electrónica y sus puntos de acceso" -" (conectores a la red de Peppol) le permiten a las empresas intercambiar " -"documentos electrónicos. Ahora Odoo es un **punto de acceso** lo que permite" -" realizar transacciones de facturación electrónica sin la necesidad de " -"enviar facturas por correo electrónico o postal. " -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" -"Primero, :ref:`instale ` el módulo :guilabel:`Peppol` " -"(`account_peppol`)." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" -msgstr "Instalación del módulo Peppol" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 -msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +msgid "Peppol module installation" msgstr "" -"Luego, vaya a :menuselection:`Contabilidad --> Configuración --> Ajustes` y " -"seleccione la casilla :guilabel:`Usar facturación PEPPOL` e ingrese la " -"siguiente información: " -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 -msgid "" -"`PEPPOL EAS `_" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" msgstr "" -"`PEPPOL EAS `_" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr ":guilabel:`Endpoint de Peppol`" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 +msgid "" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 +msgid "" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" @@ -5308,11 +5302,24 @@ msgstr "" ":guilabel:`Número de teléfono`, incluyendo el código del país (por ejemplo, " "`+32` en Bélgica)" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr ":guilabel:`Correo electrónico de primer contacto`" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -5324,29 +5331,213 @@ msgstr "" msgid "Configuration for peppol" msgstr "Configuración para peppol" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." -msgstr "Por último, haga clic en :guilabel:`Validar registro`. " +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" -"Se le enviará un mensaje de texto a su teléfono celular con el código para " -"finalizar el proceso de registro. " #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "validación del teléfono" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" -"Todas las facturas y facturas de proveedor se envían directamente usando la " -"red de Peppol." + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" @@ -5571,11 +5762,19 @@ msgstr "**DDP**: entregado con derechos pagados" msgid ":doc:`../reporting/intrastat`" msgstr ":doc:`../reporting/intrastat`" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 msgid "Define an Incoterm" msgstr "Definir un incoterm" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." @@ -5584,10 +5783,28 @@ msgstr "" " pestaña :guilabel:`Otra información` y seleccione :guilabel:`Incoterm`." #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 +msgid "Incoterm location" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 +msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 msgid "Default Incoterm configuration" msgstr "Configuración predeterminada de Incoterms" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " @@ -6840,6 +7057,7 @@ msgstr "" "Configuración --> Ajustes --> Periodos fiscales` y modificando los valores. " #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "Plan de cuentas" @@ -8256,7 +8474,7 @@ msgstr "Devolución del artículo para recibir los 10 dólares correspondientes. #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -8395,11 +8613,12 @@ msgstr "Tipos de cuentas" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" -msgstr "Balance de Situación" +msgstr "Balance de situación" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "Activos" @@ -8504,34 +8723,23 @@ msgstr "Otro" msgid "Off-Balance Sheet" msgstr "Hoja fuera de balance" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "Automatización de activos y gastos e ingresos diferidos" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -"Algunos **tipos de cuentas** pueden **automatizar** la creación de asientos " -"de :ref:`activos `, de :ref:`gastos diferidos` y de :ref:`ingresos diferidos`. Para **automatizar** asientos. haga clic en :guilabel:`ver` en" -" una línea contable y vaya a la pestaña :guilabel:`automatización`." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" "Hay tres opciones disponibles en la pestaña :guilabel:`Automatización`: " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`No`: es el valor predeterminado. No pasa nada." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" @@ -8541,7 +8749,7 @@ msgstr "" "cuenta, se crea un borrador de un asiento, pero no se valida. Debe llenar el" " formulario correspondiente." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" @@ -8551,12 +8759,12 @@ msgstr "" "de gastos diferidos`. Cuando una transacción se publica en la cuenta, se " "crea un asiento y se valida de inmediato. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "Impuestos predeterminados" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." @@ -8565,13 +8773,13 @@ msgstr "" "predeterminado** para que se aplique cuando elija esta cuenta para la venta " "de un producto o una compra. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "Etiquetas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " @@ -8583,11 +8791,11 @@ msgstr "" "seleccionar una etiqueta correspondiente o puede :guilabel:`crear` una " "nueva. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "Grupos de cuentas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -8603,11 +8811,11 @@ msgstr "" " cuenta `131200` será parte del grupo `131000`. Puede ubicar una cuenta en " "un grupo específico en el campo :guilabel:`Grupo` en :guilabel:`Vista`. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "Crear grupos de cuentas de forma manual" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -8616,7 +8824,7 @@ msgstr "" " manual. La siguiente sección solo está pensada para casos de uso poco " "frecuentes y avanzados." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -8636,7 +8844,7 @@ msgstr "" msgid "Account groups creation." msgstr "Creación de grupos de cuentas." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -8653,11 +8861,11 @@ msgstr "" "Grupos de cuentas en el balance de comprobación en la aplicación " "Contabilidad de Odoo" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "Permitir conciliaciones" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -8665,7 +8873,7 @@ msgstr "" "Algunas cuentas, como las que registran transacciones de un método de pago, " "se pueden usar para conciliar los asientos contables. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -8677,7 +8885,7 @@ msgstr "" " Por lo tanto, la cuenta que se utiliza para registrar pagos con tarjeta de " "crédito se debe configurar para **permitir conciliaciones**." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -8691,11 +8899,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "Permitir la conciliación de cuentas en Contabilidad de Odoo" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "Obsoleto" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -8707,23 +8915,23 @@ msgstr "" "casilla :guilabel:`Obsoleta` en los ajustes de la cuenta y haga clic en " ":guilabel:`Guardar`. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -8731,7 +8939,7 @@ msgstr "" "`Tutoriales de Odoo: plan de cuentas " "`_" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -9430,7 +9638,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -9739,41 +9947,30 @@ msgstr "Pagos" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" -"En Odoo, los pagos se pueden vincular de manera automática con una factura o" -" se pueden dejar como registros separados que se usarán en otra fecha." #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" -"Si un pago está **vinculado a una factura** entonces la cantidad por pagar " -"de la factura se reducirá. Puede tener muchos pagos relacionados a la misma " -"factura." #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" -"Si un pago **no está ligado a una factura**. el cliente tendrá un crédito " -"pendiente con su empresa, o su empresa tendrá un crédito pendiente con un " -"proveedor. Puede usar esas cantidades pendientes para reducir facturas sin " -"pagar." #: ../../content/applications/finance/accounting/payments.rst:18 msgid ":doc:`Internal transfers `" msgstr ":doc:`Transferencias internas `" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr ":doc:`bank/reconciliation`" @@ -9791,73 +9988,40 @@ msgstr "Registrar un pago para una factura" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -"Cuando haga clic en el botón :guilabel:`Registrar pago` que aparece en una " -"factura, se genera un asiento contable y se cambia la cantidad que se debe " -"según la cantidad que se pagó. La contrapartida se refleja en la cuenta de " -"recibos o pagos pendientes. En este momento es cuando se marca la factura " -"como :guilabel:`En proceso de pago`. Después, cuando la cuenta pendiente se " -"concilie con la línea del estado de cuenta bancario, la factura cambiará al " -"estado :guilabel:`Pagado`." -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" -"El icono de información en la línea de pago muestra más información sobre el" -" pago. Para ver información adicional. como el diario relacionado, haga clic" -" en :guilabel:`Vista`." #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" -msgstr "Ver información de pago detallada" - -#: ../../content/applications/finance/accounting/payments.rst:39 -msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +msgid "See detailed information of a payment." msgstr "" -"Para poder registrar el pago la factura debe estar en el estado " -":guilabel:`Publicado`." -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -"Al hacer clic en :guilabel:`Registrar pago` usted puede elegir la cantidad " -"que se pagó, ya sea un pago parcial o completo." -#: ../../content/applications/finance/accounting/payments.rst:43 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" -"Si su cuenta bancaria principal está configurada como :ref:`Cuenta pendiente" -" ` y el pago se hace en Odoo (no relacionado a la" -" cuenta bancaria), entonces las facturas se registran de manera automática " -"con el estado :guilabel:`Pagado`." - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -"Si quita la conciliación de un pago seguirá apareciendo en sus libros pero " -"ya no estará ligado a ninguna factura." -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " @@ -9867,7 +10031,7 @@ msgstr "" "crea un asiento de diario de manera automática para publicar la cantidad de " "pérdidas y ganancias tras el cambio de divisas." -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" @@ -9877,105 +10041,93 @@ msgstr "" "impuestos con base en efectivo, se crea un asiento de diario de manera " "automática para publicar la cantidad de impuestos con base en efectivo." -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "Registrar pagos que no están ligados a una factura" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -"Cuando se registra un nuevo pago a través del menú :menuselection:`Clientes " -"/ Proveedores --> Pagos`, este pago no se vinculará de inmediato a una " -"factura. En su lugar, las cuentas por pagar o las cuentas por cobrar se " -"concilian con las cuentas pendientes hasta que se concilien de manera manual" -" con la factura relacionada." -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "Vincular facturas con pagos" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" -"Cuando valida una nueva factura y hay un pago pendiente (ya sea que el " -"cliente no haya pagado o usted no haya pagado al proveedor) aparecerá una " -"cinta azul. Para vincular la factura solo haga clic en :guilabel:`Añadir` en" -" :guilabel:`Créditos pendientes` o :guilabel:`Débitos pendientes`." #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" -msgstr "Muestra la opción AÑADIR para conciliar una factura con un pago" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." +msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -"La factura ahora se marca como :guilabel:`En proceso de pago` hasta que se " -"haya conciliado con el extracto bancario." -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "Pago en lote" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -"Los pagos en lote le permiten agrupar varios pagos para facilitar la " -":doc:`conciliación `. También ayudan mucho cuando hay " -"que depositar cheques en el banco o para pagos SEPA. Para crear pagos en " -"lote vaya a :menuselection:`Contabilidad --> Clientes --> Pagos por lote` o " -":menuselection:`Contabilidad --> Proveedores --> Pagos por lote`. En la " -"vista de lista de los pagos puede seleccionarlos y agruparlos en lote, haga " -"clie en :menuselection:`Acción --> Crear pago por lotes`." -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr ":doc:`payments/batch`" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr ":doc:`payments/batch_sdd`" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "Emparejamiento de pagos" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -"La herramienta :guilabel:`Emparejamiento de pagos` abre todas las facturas " -"sin conciliar y le da la oportunidad de procesar todas una por una, ya que " -"podrá vincular los pagos con las facturas a la vez. Para usar esta " -"herramienta vaya al :menuselection:`Tablero de contabilidad --> Facturas de " -"cliente y de proveedor`, haga clic en :guilabel:`⋮` y seleccione " -":guilabel:`Emparejamiento de pagos`, o en :menuselection:`Contabilidad --> " -"Conciliación`." -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" @@ -9985,45 +10137,56 @@ msgstr "" "cargos y los abonos no cuadra queda el balance restante. Este balance se " "tiene que conciliar después o se tiene que borrar." -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "Conciliación de pagos por lote" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" -"Puede usar la función de conciliación por lote para conciliar varios pagos " -"pendientes o facturas al mismo tiempo. Vaya a :menuselection:`Contabilidad " -"--> Reportes --> Cuentas antiguas por pagar / Cuentas antiguas por cobrar`. " -"Ahora puede ver todas las transacciones que no se han conciliado y, cuando " -"seleccione un cliente o un proveedor, se mostrará la opción " -":guilabel:`Conciliar`." #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" -msgstr "Vea la opción de conciliación" +msgid "The batch payment reconcile option." +msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "Conciliar pagos con estados de cuenta bancarios" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" -"Después de registrar el pago, el estado de la factura será :guilabel:`En " -"proceso de pago`. Después, concilie el pago con la línea del estado de " -"cuenta bancario relacionado para finalizar la transacción y hacer que la " -"factura se marque como :guilabel:`Pagado`." #: ../../content/applications/finance/accounting/payments/batch.rst:3 msgid "Batch payments by bank deposit" @@ -10079,11 +10242,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "Registrar el pago de un cliente como parte de un depósito por lote" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "Agregar pagos a un depósito por lote" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -10099,7 +10262,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "Llenar un formulario de pago por lote entrante" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -10113,13 +10276,13 @@ msgid "Selecting all payments to include in the batch deposit" msgstr "" "Selección de todos los pagos que se van a incluir en el depósito por lotes" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" "Ya que lo haya hecho, haga clic en :guilabel:`Validar` para finalizar el " "depósito por lotes." -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." @@ -10127,7 +10290,7 @@ msgstr "" "Haga clic en :guilabel:`Imprimir` para descargar el archivo PDF para incluir" " el comprobante en depósito." -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -10146,7 +10309,7 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "Conciliación del pago por lote con todas las transacciones" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." @@ -10154,7 +10317,7 @@ msgstr "" "Si el banco no pudo procesar o no se puede encontrar uno de los pagos, " "elimine el pago antes de realizar la conciliación." -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr ":doc:`batch_sdd`" @@ -11120,316 +11283,91 @@ msgstr "Transferencias internas" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -"En Odoo, las transferencias internas de dinero se pueden realizar con unos " -"pocos clics. Necesita al menos dos cuentas bancarias, dos diarios de " -"efectivo o una cuenta bancaria y un diario de efectivo." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -"Una cuenta de transferencia interna se crea de manera automática en su base " -"de datos en función de la localización de su empresa y de la legislación de " -"su país. Si es necesario, la cuenta predeterminada de " -":guilabel:`Transferencia interna` se puede modificar yendo a " -"la:menuselection:`Aplicación Contabilidad --> Configuración --> " -"Configuración` y luego en la sección de :guilabel:`Cuentas predeterminadas`." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" -"Necesita al menos dos cuentas bancarias para realizar transferencias " -"internas. Puede ir a :doc:`la sección de cuentas de efectivo y bancarias " -"<../bank>` para ver cómo agregar una cuenta bancaria adicional a su base de " -"datos." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "Registrar una transferencia interna de un banco a otro" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" -"Supongamos que tiene dos cuentas bancarias registradas en su base de datos y" -" desea transferir 1,000 USD del Banco A al Banco B." #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "Iniciar una transferencia interna" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -"Desde el Panel de control de contabilidad, haga clic en el botón de " -"selección desplegable (:guilabel:`⋮`) en uno de sus bancos. En la columna " -":guilabel:`Nuevo`, seleccione :guilabel:`Transferencia interna` e ingrese la" -" información relacionada con la transferencia." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "Complete la información relacionada con su transferencia interna." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" -"Completae el campo de :guilabel:`Memo` para una conciliación automática." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" -"Haga clic en :guilabel:`Guardar` y :guilabel:`Confirmar` para registrar su " -"transferencia interna. El dinero ahora se registra en la cuenta de " -"transferencia y se crea otro pago **automáticamente** en el diario de " -"destino (Banco B)." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "Diario bancario (Banco A)" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "Cuenta de pagos pendientes" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "$1,000" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "**Cuenta de transferencia interna**" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "**$1,000**" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" -msgstr "Asiento automatizado: Diario bancario (BANCO B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" +msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "Cuenta de cobros pendientes" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -"Hay un pago pendiente y un cobro pendiente en los dos diarios de cuentas " -"bancarias, porque aún no se ha registrado el extracto bancario que confirma " -"el envío y la recepción del dinero." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "Pagos/cobros pendientes a la espera de registrar el extracto bancario" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "Gestione y concilie los extractos bancarios" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -"El siguiente paso es registrar los extractos bancarios para finalizar la " -"transacción mediante la creación, :doc:`importación <../bank/transactions>` " -"o :doc:`sincronización <../bank/bank_synchronization>` de sus " -":guilabel:`Líneas de transacción`. Complete el :guilabel:`Saldo final` y " -"haga clic en el botón :guilabel:`Conciliar`." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "Líneas de transacción que deben completarse antes de la conciliación" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr ":doc:`../bank/reconciliation`" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" -"En la siguiente ventana, elija los valores correspondientes para el pago, en" -" este ejemplo, la cuenta de pagos pendientes, y luego haga clic en " -"\"Validar\"." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "Reconcilie su pago" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "Entrada de diario bancario" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "Pago pendiente" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "Cuenta bancaria (BANK A)" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" -"Debe repetir los mismos pasos una vez que reciba el extracto bancario " -"relacionado con el Banco B. Registre y concilie las líneas de su extracto " -"bancario." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "Recibo pendiente" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "Cuenta bancaria (BANK B)" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "Pagar varias facturas al mismo tiempo" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" -"Con Odoo puede agrupar varios pagos de facturas en uno solo, lo que hará que" -" el proceso de conciliación sea fácil." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr ":doc:`/applications/finance/accounting/bank/reconciliation`" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "Pagos por grupo" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" -"Para registrar el pago de varias facturas al mismo tiempo vaya a " -":menuselection:`Contabilidad --> Proveedores --> Facturas`. Después " -"seleccione las casillas que están junto a las facturas para las que quiere " -"registrar un pago. Una vez que seleccionó todas, haga clic en " -":guilabel:`Registrar pago` o :menuselection:`Acción --> Registrar pago`." - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "Botón para registrar pago." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "Solo puede registrar pagos para facturas :guilabel:`publicadas`." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" -"Cuando registre pagos aparecerá una **ventana emergente**. Desde aquí puede " -"crear **pagos separados** para cada factura al hacer clic en " -":guilabel:`Crear pago`, *o* puede crear un pago al combinar **todos** los " -"pagos. Para **combinar** todos los pagos, marque la casilla " -":guilabel:`Agrupar pagos`." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" -"La opción :guilabel:`Agrupar pagos` solo aparece cuando selecciona dos o más" -" facturas." - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "Opciones para agrupar pagos al registrar un pago." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" -"Cuando seleccione :guilabel:`Agrupar pagos`, la :guilabel:`cantidad, divisa," -" fecha y el memo` se configuran de manera automática, pero las puede " -"modificar según sus necesidades." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "Pagos parciales en grupos con descuentos de efectivo" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" -"En caso de tener **pagos parciales en grupo con descuentos en efectivo** " -"puede seguir los pasos que se encuentran en :doc:`la página de documentación" -" de descuento " -"`. " -"Asegúrese de aplicar los :doc:`términos de pago " -"` a las " -"**facturas de proveedores** *y no* a las facturas de clientes." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "Pagos en línea" @@ -11687,18 +11625,19 @@ msgstr "Activar métodos de pago con cheque" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -"Para activar el método de pago por cheques, vaya a " -":menuselection:`Contabilidad--> Configuración --> Cheques`, ahí también " -"puede configurar el :guilabel:`Diseño del cheque`. Después de que active la " -"función :guilabel:`Cheques`, se configura de manera automática para " -":guilabel:`Pagos salientes`." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " @@ -11709,61 +11648,61 @@ msgstr "" ":guilabel:`U.S. Checks Layout` es necesario para imprimir cheques en los " "Estados Unidos." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "Material compatible para la impresión de cheques" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "Estados Unidos" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" "Para los Estados Unidos, Odoo es compatible de forma predeterminada con los " "siguientes formatos de cheques:" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" "**Quickbooks y Quicken**: cheque en la parte superior, talón en el centro y " "en la parte inferior." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" "**Peachtree**: cheque en el medio, talón en la parte superior e inferior." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "**ADP**: cheque en la parte inferior, y talón en la parte superior." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "Pagar una factura de proveedor con un cheque" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "El pago a un proveedor con un cheque se realiza en tres pasos:" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "registrar un pago" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "Imprimir cheques en lote para todos los pagos registrados." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "conciliación de estados bancarios" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "Registrar un pago con cheque" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -11775,11 +11714,11 @@ msgstr "" "una vez que se validó una factura de proveedor. Configure el " ":guilabel:`método de pago` como :guilabel:`Cheques` y valide el pago." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "Imprimir cheques" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -11790,7 +11729,7 @@ msgstr "" "puede ver el número de cheques que están registrados. Al hacer clic en " ":guilabel:`Cheques por imprimir` puede imprimir los cheques conciliados." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -14735,6 +14674,11 @@ msgstr "" "esta página de la Comisión Europea: `\"¿Qué es el IVA?\" " "`_." +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "Prerrequisitos" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "Periodicidad de la declaración de impuestos" @@ -14935,7 +14879,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr ":doc:`../taxes`" @@ -15279,14 +15223,11 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" -"Los **impuestos predeterminados** definen qué impuestos se seleccionan de " -"forma automática al crear un nuevo producto. También se utilizan para " -"completar el campo :guilabel:`Impuestos` al agregar una nueva línea en una " -"factura en el modo de **empresas de contabilidad**" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "" @@ -15297,15 +15238,11 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" -"Si desea cambiar sus **impuestos predeterminados**, vaya a " -":menuselection:`Contabilidad --> Configuración --> Ajustes --> Impuestos -->" -" Impuestos predeterminados`, seleccione los impuestos apropiados para su " -"**impuesto de venta** e **impuesto de compra**, y haga clic en *Guardar*." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Define which taxes to use by default on Odoo" @@ -15313,127 +15250,71 @@ msgstr "Defina qué impuestos se utilizan de forma predeterminada en Odoo" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" -"Los **impuestos predeterminados** se configuran de forma automática según el" -" país seleccionado en la creación de su base de datos, o al configurar un " -":ref:`paquete de localización fiscal ` para " -"su empresa." #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" -msgstr "Activar los impuestos sobre la venta desde la vista de lista" +msgid "Activate sales taxes from the list view" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" -"Como parte de su :ref:`paquete de localización fiscal " -"`, la mayoría de los impuestos de ventas de " -"su país ya están preconfigurados en su base de datos. Sin embargo, solo " -"algunos de ellos están activados de forma predeterminada, de esta forma " -"puede activar solo los que sean relevantes para su empresa." - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." -msgstr "" -"Para activar los impuestos de venta, vaya a :menuselection:`Contabilidad -->" -" Configuración --> Impuestos` y utilice el botón *activar* para activar o " -"desactivar un impuesto." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" "Impuestos preconfigurados activos en la aplicación Contabilidad de Odoo" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" -"Si desea editar o crear un **impuesto**, vaya a :menuselection:`Contabilidad" -" --> Configuración --> Impuestos`, abra un impuesto o haga clic en *crear*." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "Modo de edición de un impuesto en la aplicación Contabilidad de Odoo" -#: ../../content/applications/finance/accounting/taxes.rst:64 -msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" msgstr "" -"Los impuestos tienen tres etiquetas diferentes, cada una con un uso " -"específico. Consulte la siguiente tabla para ver en qué lugar aparecen." -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" -msgstr ":ref:`Nombre del impuesto `" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr ":ref:`Etiqueta en la factura `" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr ":ref:`Grupo de impuestos `" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "Backend" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "La columna *impuestos* en las facturas exportadas" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "Arriba de la línea *total* en las facturas exportadas" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "Opciones principales" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "Nombre del impuesto" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" msgstr "" -"El **nombre del impuesto** tal y como lo quiere mostrar a los usuarios del " -"backend. Esta es la :ref:`etiqueta ` que se ve mientras se " -"editan las órdenes de venta, facturas, productos, etc." -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" +#: ../../content/applications/finance/accounting/taxes.rst:67 +msgid "" +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" msgstr "Cálculo de impuestos" -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "**Grupos de impuestos**" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -"El impuesto es una combinación de varios subimpuestos. Puede agregar tantos " -"impuestos como desee, en el orden en el que desee que se apliquen." -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " @@ -15444,132 +15325,139 @@ msgstr "" "los impuestos :ref:`afecta a la base de los siguientes `." -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "**Fijo**" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -"El impuesto tiene un importe fijo en la divisa predeterminada. El importe " -"sigue siendo el mismo, independientemente del precio de venta." -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" -"Por ejemplo, si un producto tiene un precio de venta de $1000, y aplicamos " -"un impuesto fijo de *$10*. El resultado es:" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" -msgstr "Precio de venta del producto" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" +msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "Precio sin impuestos" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "Impuesto" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "Total" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "1,000" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "1,010.00" -#: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" -msgstr "**Porcentaje del precio**" - -#: ../../content/applications/finance/accounting/taxes.rst:117 -msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" msgstr "" -"El *precio de venta* es la base del impuesto: el importe del impuesto se " -"calcula multiplicando el precio de venta por el porcentaje del impuesto." -#: ../../content/applications/finance/accounting/taxes.rst:120 +#: ../../content/applications/finance/accounting/taxes.rst:102 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." msgstr "" -"Por ejemplo, si un producto tiene un precio de venta de $1000, y aplicamos " -"un impuesto del *10% del precio*. Tendremos entonces:" -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "1,100.00" msgstr "1,100.00" -#: ../../content/applications/finance/accounting/taxes.rst:130 +#: ../../content/applications/finance/accounting/taxes.rst:115 msgid "**Percentage of Price Tax Included**" msgstr "**Porcentaje del precio con impuestos incluidos**" -#: ../../content/applications/finance/accounting/taxes.rst:132 +#: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" -"El *total* es la base del impuesto: el importe del impuesto es un porcentaje" -" del total." -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" -"Por ejemplo, si un producto tiene un precio de venta de $1000 y aplicamos un" -" impuesto del *10% del precio incluido*. Tendremos:" -#: ../../content/applications/finance/accounting/taxes.rst:141 +#: ../../content/applications/finance/accounting/taxes.rst:127 msgid "111.11" msgstr "111.11" -#: ../../content/applications/finance/accounting/taxes.rst:141 +#: ../../content/applications/finance/accounting/taxes.rst:127 msgid "1,111.11" msgstr "1,111.11" -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:130 +msgid "**Python code**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:132 +msgid "" +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:138 +msgid "" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "Activo" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." -msgstr "Solo se pueden agregar impuestos **activos** a los nuevos documentos." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." @@ -15577,62 +15465,60 @@ msgstr "" "No es posible eliminar los impuestos que ya se han utilizado. En su lugar, " "puede desactivarlos para evitar su uso en el futuro." -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" -"Este campo se puede modificar desde la *vista de lista*. Consulte :ref:`esta" -" sección ` para obtener más información." #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "Ámbito del impuesto" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" -"El **ámbito del impuesto** determina el uso del impuesto, lo cual también " -"limita su visualización." - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" -"**Ventas**: facturas de clientes, impuestos de productos de clientes, etc." - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" -"**Compra**: facturas de proveedores, impuestos de proveedores de productos, " -"etc." - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "**Ninguno**" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -"Puede utilizar la opción **ninguno** para los impuestos que desee incluir en" -" un :ref:`grupo de impuestos ` pero que no desee incluir " -"en la lista junto con los otros impuestos de venta o compra." -#: ../../content/applications/finance/accounting/taxes.rst:177 +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:179 msgid "Definition tab" msgstr "Pestaña de definición" -#: ../../content/applications/finance/accounting/taxes.rst:179 +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" -"Asigne el importe de la base del impuesto o los porcentajes del impuesto " -"calculado a varias cuentas y tablas de impuestos." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" @@ -15640,78 +15526,64 @@ msgstr "" "Asignación de importes de impuestos en las cuentas y tablas de impuestos " "correctas" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "**Basado en**:" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "Base: el precio en la línea de factura" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." -msgstr "% de impuesto: un porcentaje del impuesto calculado." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -"**Cuenta**: si está definida, se registra un apunte contable adicional." -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -"**Tablas de impuestos**: se usan para generar :doc:`reportes de impuestos " -"` de forma automática, de acuerdo a las normativas de" -" su país." -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" -msgstr "Pestaña de opciones avanzadas" - -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "Etiqueta en facturas" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:204 -msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 +msgid "" +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" -"La etiqueta del impuesto, como se muestra en cada línea de la factura en la " -"columna **impuestos**. Esta es la :ref:`etiqueta ` visible " -"para los usuarios del *frontend*." #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" -msgstr "La etiqueta en las facturas se muestra en cada línea de la factura" - -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "Grupo de impuestos" - -#: ../../content/applications/finance/accounting/taxes.rst:216 -msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +msgid "The label on invoices is displayed on each invoice line" msgstr "" -"Seleccione a qué **grupo de impuestos** pertenece el impuesto. El nombre del" -" grupo de impuestos es la :ref:`etiqueta ` que se muestra " -"encima de la línea *total* en las facturas exportadas y en los portales de " -"clientes." -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:217 +msgid "" +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" -"Los grupos de impuestos incluyen diferentes repeticiones del mismo impuesto." -" Esto puede ser útil cuando se debe registrar de forma diferente el mismo " -"impuesto según las :doc:`posiciones fiscales `." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" @@ -15719,73 +15591,90 @@ msgstr "" "El nombre del grupo de impuestos es distinto al de la etiqueta en las " "facturas" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -"En el ejemplo anterior, vemos un impuesto del 0% para los clientes " -"intracomunitarios en Europa. Registra importes en cuentas específicas y con " -"tablas de impuestos específicas. Aun así, para el cliente, es un impuesto " -"del 0%. Por eso la :ref:`Etiqueta de la factura ` " -"indica *0% EU*, y el nombre del grupo de impuestos, sobre la línea *Total*, " -"indica *0%*." -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "Incluir en análisis de costos" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." msgstr "" -"Si activa esta opción, el importe del impuesto se asigna a la misma **cuenta" -" analítica** que la línea de factura." +"Los impuestos tienen tres etiquetas diferentes, cada una con un uso " +"específico. Consulte la siguiente tabla para ver en qué lugar aparecen." + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr ":ref:`Nombre del impuesto `" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr ":ref:`Etiqueta en la factura `" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" +msgstr ":ref:`Grupo de impuestos `" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "Incluido en el precio" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -"Si activa esta opción, el total (con impuestos incluidos) es igual al " -"**precio de venta**." -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -":dfn:`Total = Precio de venta = Precio calculado sin impuestos incluidos + " -"Impuesto`" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -"Por ejemplo, un producto tiene un precio de venta de $1000, y aplicamos un " -"impuesto del *10% del precio*, que está *incluido en el precio*. Entonces " -"tenemos:" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "900.10" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "90.9" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "1,000.00" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." @@ -15793,40 +15682,18 @@ msgstr "" "Si necesita definir los precios con precisión, tanto con o sin impuestos, " "consulte la siguiente documentación: :doc:`taxes/B2B_B2C`." -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -"**Facturas**: de forma predeterminada, los subtotales de línea mostrados en " -"sus facturas son *sin impuestos incluidos*. Para mostrar los subtotales de " -"línea *con impuestos incluidos*, vaya a :menuselection:`Contabilidad --> " -"Configuración --> Ajustes --> Facturas de clientes`, y seleccione *con " -"impuestos incluidos* en el campo **distribución de impuestos de los " -"subtotales de línea**, luego haga clic en *guardar*." -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -"**Comercio electrónico**: de forma predeterminada, los precios mostrados en " -"su sitio web de comercio electrónico son *sin impuestos incluidos*. Para " -"mostrar los precios *con impuestos incluidos*, vaya a :menuselection:`Sitio " -"web --> Configuración --> Ajustes --> Precios`, y seleccione *con impuestos " -"incluidos* en el campo **precios de los productos**, luego haga clic en " -"*guardar*." -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "Base imponible de subsiguientes impuestos" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." @@ -15834,19 +15701,17 @@ msgstr "" "Con esta opción, el total de impuestos incluidos se convierte en la base del" " impuesto de los demás impuestos aplicados al mismo producto." -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" -"Puede configurar un nuevo :ref:`grupo de impuestos ` que " -"incluya este impuesto, o agregarlo directamente a una línea de producto." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "El impuesto se considera como base del IVA del 21%" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " @@ -15857,7 +15722,7 @@ msgstr "" "directamente en una línea de producto, solo la secuencia de impuestos " "determina el orden en que se aplican." -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -15873,15 +15738,19 @@ msgstr "" "La secuencia de los impuestos en Odoo determina qué impuestos se aplican " "primero" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr ":doc:`taxes/fiscal_positions`" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr ":doc:`taxes/B2B_B2C`" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr ":doc:`reporting/tax_returns`" @@ -16012,6 +15881,7 @@ msgstr "" "más fácil para sus vendedores." #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -17002,107 +16872,56 @@ msgstr "Retención fiscal" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -"Una retención fiscal, también llamada impuesto de retención, es un requisito" -" gubernamental para que el pagador de una factura de un cliente retenga o " -"deduzca impuestos del pago, y pague ese impuesto al gobierno. En la mayoría " -"de las jurisdicciones, esta retención se aplica a los ingresos laborales." -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -"Con los impuestos normales, se añade el impuesto al subtotal para obtener el" -" total a pagar. En cambio, las retenciones se deducen del importe a pagar, " -"ya que el cliente pagará el impuesto." -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" -msgstr "Como ejemplo, en Colombia puede tener la siguiente factura:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" +msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -"En este ejemplo, la **empresa** que envió la factura debe $20 de impuestos " -"al **gobierno** y el **cliente** debe $10 de impuestos al **gobierno**." -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -"En Odoo, una retención fiscal se define creando un impuesto negativo. Para " -"una retención del 10%, usted debería configurar el siguiente impuesto " -"(disponible a través de :menuselection:`Configuración --> Impuestos`):" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -"Para que aparezca como retención en la factura, debe establecer un grupo " -"fiscal específico llamado **Retención** en su impuesto, en la pestaña " -"**Opciones avanzadas**." -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" -"Una vez definido el impuesto, puede utilizarlo en sus productos, órdenes de " -"venta o facturas." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" -"Si la retención es un porcentaje de un impuesto normal, cree un impuesto con" -" un **cálculo de impuestos** como **grupo de impuestos** y establezca los " -"dos impuestos en este grupo (impuesto normal y de retención)." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "Aplicación de las retenciones en las facturas" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" -"Una vez que haya creado su impuesto, puede utilizarlo en los formularios de " -"los clientes, en las órdenes de venta o en las facturas de los clientes. " -"Puede aplicar varios impuestos en una sola línea de factura de cliente." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" -"Cuando usted ve la factura del cliente en la pantalla, solo obtiene una " -"línea de **Impuestos** que resume todos los impuestos (impuestos normales y " -"retenciones). Pero cuando imprime o envía la factura, Odoo hace la división " -"correcta entre todos los impuestos." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." -msgstr "" -"La factura impresa mostrará los diferentes importes de cada grupo fiscal." #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 msgid "TaxCloud integration" @@ -17110,17 +16929,20 @@ msgstr "Integración con TaxCloud" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -"Desde Odoo 17 comenzamos a descontinuar nuestra integración con TaxCloud. " -"Las nuevas instalaciones están prohibidas en Odoo 17, y en Odoo 18, los " -"módulos de TaxCloud ya no existirán. Le recomendamos que utilice la " -"plataforma de AvaTax." -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr ":doc:`avatax`" @@ -17229,7 +17051,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "Facturas de proveedor" @@ -17255,6 +17077,10 @@ msgstr "" "`_" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "Creación de factura" @@ -17561,6 +17387,15 @@ msgstr "En declive" msgid "Declining Then Straight Line" msgstr "Declive y luego línea recta" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" +"El servidor comprueba una vez al día si se debe publicar un asiento. Pueden " +"pasar hasta 24 horas antes de que se refleje el cambio de *borrador* a " +"*registrado*." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -17573,6 +17408,16 @@ msgstr "" msgid "Configure an Assets Account" msgstr "Configurar una cuenta de activos" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" +"Para configurar su cuenta en el **Plan de cuentas**, vaya a " +":menuselection:`Contabilidad --> Configuración --> Plan de cuentas`, haga " +"clic en *Crear*, y llene el formulario." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "" @@ -17585,12 +17430,10 @@ msgstr "" "El tipo de esta cuenta debe ser *Activo fijo* o *Activo no circulante*." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "Contabilizar un gasto en la cuenta correcta" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "Seleccionar la cuenta en un borrador de factura" @@ -17608,12 +17451,10 @@ msgstr "" "borrador en la aplicación Contabilidad de Odoo" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "Elija una cuenta de gastos diferente para productos específicos" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -17633,8 +17474,11 @@ msgstr "" "Es posible :ref:`automatizar la creación de asientos de activos ` para estos productos." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "Modificar la cuenta de un apunte contable registrado" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " @@ -17644,10 +17488,20 @@ msgstr "" "--> Contabilidad --> Compras`, seleccione el apunte contable que desea " "modificar, haga clic en la cuenta y seleccione la correcta." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" +"Modificación de la cuenta de un apunte contable publicado en la aplicación " +"Contabilidad de Odoo" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "Asientos contables de activos" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "Crear un nuevo asiento" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -17696,6 +17550,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "Tabla de depreciación en la aplicación Contabilidad de Odoo" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "¿Qué significa \"Prorata Temporis\"?" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -17942,6 +17800,16 @@ msgstr "" "Cuando cree un nuevo asiento de activo, complete la **Cuenta de activo " "fijo** con la cuenta de activo correcta." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" +"En la parte superior del formulario aparecen nuevos botones con todos los " +"modelos vinculados a esa cuenta. Al hacer clic en un modelo, se completa el " +"formulario según dicho modelo" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "Botón de activos" @@ -17965,6 +17833,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "Hay tres opciones para el campo **automatizar activos**:" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "**No:** es el valor predeterminado. No pasa nada." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -18000,322 +17872,190 @@ msgstr "" "predeterminada de un producto para automatizar totalmente su compra. (ver: " ":ref:`product-assets-account`)." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr ":doc:`../get_started/chart_of_accounts`" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" -msgstr "Gastos diferidos y prepagos" +msgid "Deferred expenses" +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" -"Los **gastos diferidos** y **prepagos** son costos que ya se han pagado por " -"productos no entregados o servicios por recibir." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" -"Estos costos son **activos** para la empresa que los paga, puesto que ya " -"pagó por productos y servicios que aún no ha recibido o utilizado. La " -"empresa no puede registrarlos en la **cuenta de pérdidas y ganancias**, o en" -" la *cuenta de resultados*, ya que los pagos se contabilizarán en el futuro." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" -"Estos gastos futuros deben diferirse en el balance de la empresa hasta el " -"momento en que puedan ser **reconocidos**, al mismo tiempo o a lo largo de " -"un periodo definido, en la cuenta de pérdidas y ganancias." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" -"Por ejemplo, supongamos que pagamos $1,200 al contado por un año de seguro. " -"Ya pagamos el costo ahora pero aún no hemos utilizado el servicio. Por lo " -"tanto, contabilizamos este nuevo gasto en una *cuenta de prepago* y " -"decidimos registrarlo mensualmente. Cada mes, durante los próximos 12 meses," -" se reconocerán $100 como gasto." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -"La aplicación de contabilidad de Odoo maneja los gastos diferidos y los " -"pagos anticipados distribuyéndolos en múltiples asientos que se crearán " -"automáticamente en modo de *borrador* y se registrarán periódicamente." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -"Estas operaciones se deben registrar en una **cuenta de gastos diferidos** " -"en lugar de en la cuenta de gastos predeterminada." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" -msgstr "Configurar una cuenta de gastos diferidos" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -"Configuración de una cuenta de gastos diferidos en Contabilidad de Odoo" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "El tipo de esta cuenta debe ser *activo corriente* o *prepago*." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -"En un borrador de factura, seleccione la cuenta correcta para todos los " -"productos cuyos gastos se deben diferir." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" -"Selección de la cuenta de gastos diferidos en el borrador de una factura en " -"Contabilidad de Odoo" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "Cambio de la cuenta de gastos para un producto en Odoo" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" -"Es posible automatizar la creación de asientos de gastos para estos " -"productos (ver: `Automatizar los gastos diferidos`_)." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "Asientos de gastos diferidos" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" -"Un **asiento de gasto diferido** genera automáticamente todos los asientos " -"como tipo *borrador*. Después, se contabilizan uno por uno en el momento " -"adecuado hasta que se reconoce el importe total del gasto." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" -"Para crear un nuevo asiento, vaya a :menuselection:`Contabilidad --> " -"Contabilidad --> Gasto diferido`, haga clic en *Crear*, y complete el " -"formulario." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" -"Haga clic en **seleccione las compras relacionadas** para vincular un apunte" -" de diario existente a este nuevo asiento. Algunos campos se completarán " -"automáticamente y el apunte aparecerá en la pestaña **Gastos relacionados**." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" -msgstr "Asiento de gastos diferidos en Contabilidad de Odoo" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -"Después de hacerlo, puede hacer clic en *calcular diferimiento* (al lado del" -" botón *confirmar*) para generar todos los valores del **tablero de " -"gastos**. Este tablero muestra todos los asientos que Odoo registrará para " -"reconocer su gasto, y en qué fecha." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" -msgstr "Tabla de gastos en Contabilidad de Odoo" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -"La función **Prorata Temporis** es útil para reconocer sus gastos con la " -"mayor precisión posible." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 -msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." -msgstr "" -"Con esta función, el primer asiento en el tablero de gastos se calcula en " -"función del tiempo que queda entre la *fecha prorata* y la *fecha de primer " -"reconocimiento*, en lugar del tiempo predeterminado entre los " -"reconocimientos." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 -msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" -"Por ejemplo, el tablero de gastos anterior tiene su primer gasto con un " -"importe de $70.97 en lugar de $100.00. Por lo tanto, el último asiento " -"también es menor y tiene un importe de $29.03." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "Asiento diferido del diario de compras" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" -"Puede crear un asiento diferido desde un apunte específico en su **diario de" -" compras**." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." -msgstr "" -"Para hacerlo, abra su diario de compras yendo a :menuselection:`Contabilidad" -" --> Contabilidad --> Compras`, y seleccione el apunte de diario que desea " -"diferir. Asegúrese de que esté registrado en la cuenta correcta (vea: " -"`Cambiar la cuenta de un apunte de diario registrado`_)." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "Modelos de gastos diferidos" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 -msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." -msgstr "" -"Puede crear **Modelos de gastos diferidos** para crear sus asientos de " -"gastos diferidos con mayor rapidez." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." -msgstr "" -"Para crear un modelo, vaya a :menuselection:`Contabilidad --> Configuración " -"--> Modelos de gastos diferidos`, haga clic en *Crear*, y complete el " -"formulario de la misma manera que lo haría para crear un nuevo asiento." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." -msgstr "" -"También puede convertir un *asiento de gastos diferidos confirmado* en un " -"modelo abriéndolo desde :menuselection:`Contabilidad --> Contabilidad --> " -"Gastos diferidos` y luego, haciendo clic en el botón *Guardar modelo*." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "Aplicar un modelo de gasto diferido a un nuevo asiento" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -"Cuando cree un nuevo asiento de gastos diferidos, complete la **cuenta de " -"gastos diferidos** con la cuenta de reconocimiento correcta." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "Botón de modelo de gasto diferido en Contabilidad de Odoo" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "Automatizar los gastos diferidos" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 +msgid "" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 +msgid "" +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 +msgid "" +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" -"Cuando se crea o edita una cuenta de tipo *activo corriente* o *prepago*, se" -" puede configurar para que los gastos que se abonan en ella se difieran " -"automáticamente." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "Hay tres opciones para el campo **Automatizar gastos diferidos**:" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" -"**Crear en borrador:** cuando se valida una transacción en la cuenta se crea" -" un borrador de *asiento de gastos diferidos*, pero no se valida. Usted debe" -" completar el formulario correspondiente en :menuselection:`Contabilidad -->" -" Contabilidad --> Gastos diferidos`." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" -"**Crear y validar:** también debe seleccionar un modelo de gastos diferidos " -"(ver: `Modelos de gastos diferidos`_). Cada vez que se registra una " -"operación en la cuenta, se crea un *asiento de gastos diferidos* que se " -"valida inmediatamente." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "Gastos diferidos automáticos en una cuenta de Contabilidad de Odoo" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." -msgstr "" -"Puede, por ejemplo, seleccionar esta cuenta como la **cuenta de gastos** " -"predeterminada de un producto para automatizar totalmente su compra. (ver: " -"`Elija una cuenta de gastos diferente para productos específicos`_)." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 msgid "AI-powered document digitization" @@ -18664,8 +18404,8 @@ msgstr "" "información en la nueva página:" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -18743,6 +18483,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -21892,7 +21634,7 @@ msgstr "" "de forma predeterminada." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "Tipos de documentos" @@ -22004,7 +21746,7 @@ msgid "document types grouped by letters." msgstr "Tipos de documento agrupados por letras." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "Usar en facturas" @@ -22227,7 +21969,7 @@ msgstr "" "documento." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "Uso y prueba" @@ -23582,35 +23324,1654 @@ msgstr "IIBB Compras por jurisdicción." msgid "Australia" msgstr "Australia" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:15 +msgid "Module Key" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 +msgid "" +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr ":doc:`../accounting/get_started/chart_of_accounts`" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr ":doc:`Taxes <../accounting/taxes>`" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "Compras" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "Nómina" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 msgid "Employment Hero Australian Payroll" msgstr "Héroe de empleo de la nómina australiana " -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." msgstr "" -"El módulo de Héroe de Empleo sincroniza los asientos contables de la nómina " -"(por ejemplo, gastos, contribuciones sociales, pasivos, impuestos) desde el " -"módulo a Odoo automáticamente. La administración de la nómina se hace dentro" -" de Héroe de empleo. Solo registramos los asientos contables en Odoo. " -#: ../../content/applications/finance/fiscal_localizations/australia.rst:15 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 msgid "KeyPay was rebranded as **Employment Hero** in March 2023." msgstr "KeyPay se convirtió en **Employment Hero** en marzo de 2023." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 msgid "" ":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Payroll` module (`l10n_au_keypay`)." msgstr "" -":ref:`Activar ` el módulo :guilabel:`Employment Hero " -"Australian Payroll` (nombre técnico: `l10n_au_keypay`)." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -23628,7 +24989,7 @@ msgstr "" "Habilitar la integración con Employment Hero en la aplicación Contabilidad de Odoo mostrará nuevos campos en los \n" "ajustes" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -23640,15 +25001,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "Sección \"Detalles de la cuenta\" en el tablero de Employment Hero" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -"El **URL de nómina** se completa automáticamente con " -"``https://keypay.yourpayroll.com.au``. *No cambie esto*." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -23660,16 +25022,16 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "El número \"Business ID\" de Employment Hero está en el URL" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" "Para registrar los apuntes de nómina puede escoger cualquier diario Odoo" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "¿Cómo funciona la API?" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -23688,27 +25050,22 @@ msgstr "" "Ejemplo de un asiento contable de Employment Hero en la aplicación " "Contabilidad de Odoo (Australia)" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -"De forma predeterminada, la sincronización se realiza una vez por semana. " -"Puede obtener los registros manualmente accediendo a " -":menuselection:`Contabilidad --> Configuración --> Ajustes` y, en la opción " -":guilabel:`Habilitar integración de Employment Hero`, haga clic en " -":guilabel:`Obtener registros manualmente`." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" "Los asientos de nóminas de Employment Hero también se basan en la " "contabilidad por partida doble." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -23720,7 +25077,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "Menú del plan de cuentas en Employment Hero" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -23837,7 +25194,7 @@ msgstr "" "necesita durante la exportación. " #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -23859,22 +25216,22 @@ msgstr "" ":guilabel:`Dirección`, proporcionando, por lo menos, los siguientes datos:" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr ":guilabel:`Calle`" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr ":guilabel:`Ciudad`" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr ":guilabel:`Código postal`" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr ":guilabel:`País`" @@ -23951,7 +25308,7 @@ msgstr "" "país) en el campo :guilabel:`NIF`. " #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "Ajustes de contabilidad" @@ -24094,12 +25451,6 @@ msgstr "" " complétela, haga clic en :guilabel:`Guardar` y luego en " ":guilabel:`Configurar` para continuar." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr ":doc:`../accounting/get_started/chart_of_accounts`" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -24240,10 +25591,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "Ejemplo de un impuesto no deducible en su totalidad" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr ":doc:`Taxes <../accounting/taxes>`" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -24566,12 +25913,381 @@ msgid "Import SODA files" msgstr "Importar archivos SODA" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Facturación electrónica" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -24585,17 +26301,17 @@ msgstr "" " contacto y en la pestaña :guilabel:`Contabilidad`, seleccione el formato " ":guilabel:`Peppol BIS Billing 3.0`. " -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr ":doc:`../accounting/customer_invoices/electronic_invoicing`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "Descuento por pronto pago" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " @@ -24605,7 +26321,7 @@ msgstr "" "impuesto se calcula sobre la base del importe total descontado, ya sea que " "el cliente se beneficie del descuento o no." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." @@ -24614,15 +26330,15 @@ msgstr "" "fiscal, seleccione :guilabel:`Siempre (al facturar)` al elegir la reducción " "de impuestos ." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr ":doc:`../accounting/customer_invoices/cash_discounts`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "Certificación fiscal: restaurante en PdV" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -24635,7 +26351,7 @@ msgstr "" "anuales (sin incluir IVA, bebidas y órdenes para llevar) exceden los 25 mil " "euros." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -24647,7 +26363,7 @@ msgstr "" "denominado :ref:`módulo de datos fiscales ` (o **caja negra**) " "y una :ref:`tarjeta de firma de IVA `." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " @@ -24657,11 +26373,11 @@ msgstr "" "en el `formulario de registro del Servicio Público Federal de Finanzas " "`_." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "Sistema PdV certificado" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " @@ -24672,58 +26388,58 @@ msgstr "" "**Odoo.sh**. Consulte la siguiente tabla para asegurarse de que su sistema " "PdV cuenta con la certificación." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "Odoo en línea" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "Odoo.sh" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "Local" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "Odoo 16.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "Certificado" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "Sin certificación" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "Odoo 15.2" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "Odoo 15.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "Odoo 14.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr ":doc:`/administration/maintain/supported_versions`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -24735,11 +26451,11 @@ msgstr "" "acatar la rigurosa normatividad gubernamental, lo que significa que opera de" " forma distinta a los PdV que no tienen certificación." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "Si su PdV está certificado, no puede:" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." @@ -24747,7 +26463,7 @@ msgstr "" "Configurar y utilizar la función **descuentos globales** (el módulo " "`pos_discount` se agrega a la lista negra y no se puede activar)." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." @@ -24755,7 +26471,7 @@ msgstr "" "Configurar y utilizar la función **programas de fidelidad** (el módulo " "`pos_loyalty` se agrega a la lista negra y no se puede activar)." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." @@ -24763,23 +26479,23 @@ msgstr "" "Volver a imprimir recibos (el módulo `pos_reprint` se agrega a la lista " "negra y no se puede activar)." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "Modificar precios en las líneas de la orden." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "Modificar o eliminar líneas en las órdenes de PdV." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "Vender productos sin un número de IVA válido." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "Utilizar un PdV que no esté conectado a una caja IoT." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " @@ -24790,7 +26506,7 @@ msgstr "" "ajustada con una :guilabel:`precisión de redondeo` de `0,05` y un " ":guilabel:`método de redondeo` establecido como :guilabel:`hacia arriba`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -24805,7 +26521,7 @@ msgstr "" "junto al campo correspondiente. Ahí, haga clic en :guilabel:`opciones " "avanzadas` y habilite la función :guilabel:`incluido en el precio`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -24819,7 +26535,7 @@ msgstr "" "en :guilabel:`terminar de trabajar` para registrar su hora de salida al " "finalizar la sesión." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." @@ -24827,11 +26543,11 @@ msgstr "" "Si configura que un PdV trabaje con un Modulo de Datos Fiscales, no puede " "usarlo de nuevo sin él. " -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "Módulo de datos fiscales (FDM, por sus siglas en inglés)" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -24845,7 +26561,7 @@ msgstr "" "único`) para cada orden del PdV y se agrega a su recibo. Esto le permite al " "gobierno verificar que se declaren todos los ingresos. " -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ para " "obtener uno." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" @@ -24866,31 +26582,31 @@ msgstr "" "Antes de configurar su base de datos para que utilice un FDM, asegúrese de " "contar con los siguientes dispositivos:" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "un FDM **Boîtenoire.be** (número de certificado BMC01);" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "un cable de módem nulo serie RS-232 por cada FDM," -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "un adaptador de cable serie RS-232 a USB por cada FDM," -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "una :ref:`Caja IoT ` (una caja IoT por FDM); y" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "una impresora de recibos." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "Módulo de caja negra" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -24903,7 +26619,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "Módulos de caja negra para la certificación fiscal de Bélgica" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -24926,7 +26642,7 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "Campo de número ISNZ o BIS en el formulario del empleado" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " @@ -24936,7 +26652,7 @@ msgstr "" ":menuselection:`Mi perfil --> pestaña Preferencias` y escriba su número INSZ" " o BIS en el campo correspondiente." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " @@ -24946,11 +26662,11 @@ msgstr "" " de producción. Utilizarlo en un ambiente de prueba puede ocasionar que los " "datos incorrectos se guarden en el FDM. " -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "IoT Box" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -24962,19 +26678,19 @@ msgstr "" "`formulario de contacto de asistencia `_ y " "proporcionar la siguiente información:" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "su número de identificación fiscal," -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "el nombre, dirección y estructura legal de su empresa y" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "la dirección MAC de su caja IoT." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -24990,7 +26706,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "Página de estado de hardware en una caja IoT registrada" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -25003,7 +26719,7 @@ msgstr "" "habilite la :guilabel:`caja IoT`. Por último, agregue el FMD en el campo " ":guilabel:`módulo de datos fiscales`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." @@ -25011,11 +26727,11 @@ msgstr "" "Para utilizar un FDM debe conectar por lo menos una :guilabel:`impresora de " "recibos`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "Tarjeta de firma de IVA" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -25741,10 +27457,6 @@ msgstr "" "las acciones que activan las llamadas para tener mejor control sobre los " "gastos que realiza." -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "Cálculo de impuestos" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "Cálculos de impuestos en cotizaciones y órdenes de venta" @@ -25969,7 +27681,7 @@ msgstr "" "las facturas subsecuentes. " #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -26256,8 +27968,8 @@ msgstr "" "Agrega los reportes *Propuesta F29* y *Balance Tributario (8 columnas)*." #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" -msgstr ":guilabel:`Chile - Facturación electrónica`" +msgid ":guilabel:`Chile - E-invoicing`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 msgid "`l10n_cl_edi`" @@ -26292,8 +28004,8 @@ msgstr "" "Impuestos Internos. " #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" -msgstr ":guilabel:`Exportación electrónica de bienes para Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 msgid "`l10n_cl_edi_exports`" @@ -26310,12 +28022,10 @@ msgstr "" "Internos y las normas aduaneras. " #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr ":guilabel:`Chile - Guía de envío facturación electrónica`" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "`l10n_cl_edi_stock`" @@ -26331,22 +28041,13 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" -"Incluye todos los requisitos técnicos y funcionales para generar guías de " -"envío en línea según las normas del Servicio de Impuestos Internos. " - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" "Odoo instala automáticamente el paquete adecuado para la empresa de acuerdo " "al país seleccionado cuando se creó la base de datos. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." @@ -26354,7 +28055,7 @@ msgstr "" "El módulo *Chile - Guía de envío facturación electrónica* depende de la " "aplicación *Inventario*." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -26365,7 +28066,7 @@ msgstr "" " proceso de certificación del `SII Sistema de Facturación de Mercado " "`_." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" @@ -26374,19 +28075,19 @@ msgstr "" "asegúrese de que la siguiente información de la empresa esté actualizada y " "correctamente escrita: " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr ":guilabel:`Nombre de la empresa`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr ":guilabel:`Dirección`:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr ":guilabel:`Estado`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." @@ -26394,13 +28095,13 @@ msgstr "" ":guilabel:`NIF`: escriba el número de identificación fiscal para el " ":ref:`Tipo de contribuyente `." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" ":guilabel:`Nombres de las actividades`: seleccione hasta cuatro códigos de " "actividad." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." @@ -26408,7 +28109,7 @@ msgstr "" ":guilabel:`Descripción de la actividad de la empresa`: escriba una corta " "descripción acerca de la actividad de la empresa. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" @@ -26416,38 +28117,38 @@ msgstr "" "Luego, vaya a :menuselection:`Contabilidad --> Configuración --> Ajustes -->" " Localización de Chile` y siga las instrucciones para configurar el: " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr ":ref:`Información fiscal `" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr ":ref:`Datos de facturación electrónica `" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" ":ref:`Servidor entrante de correo electrónico de DTE `" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr ":ref:`Certificados de firma `" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "Información fiscal" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "Configure los siguientes datos del :guilabel:`Contribuyente`:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" ":guilabel:`Tipo de contribuyente` seleccionando el tipo que corresponda:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" @@ -26455,7 +28156,7 @@ msgstr "" ":guilabel:`IVA afectado (1° categoría)`: para las facturas que cobran " "impuestos a sus clientes" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" @@ -26463,30 +28164,30 @@ msgstr "" ":guilabel:`Emisor de boletas (2° categoría)`: para los proveedores que " "emiten boletas" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr ":guilabel:`Cliente final`: solo emite recibos" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr ":guilabel:`Extranjero`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" ":guilabel:`Oficina SII`: seleccione la oficina regional SII de su empresa" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "Datos de facturación electrónica" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "Seleccione su ambiente de :guilabel:`Servicios web SII`:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -26498,11 +28199,11 @@ msgstr "" "Internos. En este caso, puede probar los flujos de conexión directa, " "enviando los archivos al SII. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr ":guilabel:`SII - Producción`: para las bases de datos de producción." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -26517,16 +28218,16 @@ msgstr "" " recomendamos que seleccione esta opción en una base de datos de producción." " " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" "Luego, ingrese los :guilabel:`Datos de facturación electrónica legal`:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr ":guilabel:`Resolución N° SII`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr ":guilabel:`Fecha de resolución SII`" @@ -26534,11 +28235,11 @@ msgstr ":guilabel:`Fecha de resolución SII`" msgid "Required information for electronic invoice." msgstr "Información requerida para facturación electrónica." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "Servidor de correo entrante para DTE" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -26555,7 +28256,7 @@ msgstr "" "de correo de facturación electrónica* como el servidor de correo entrante de" " los :abbr:`DTE (Documentos Tributarios Electrónicos)`. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " @@ -26565,7 +28266,7 @@ msgstr "" "servidor de correo. Puede encontrar más información acerca de como hacerlo " "en está página: :doc:`../../general/email_communication/email_servers`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" @@ -26574,24 +28275,24 @@ msgstr "" "DTE`, luego haga clic en :guilabel:`Nuevo` para agregar un servidor y " "completar los siguientes campos: " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr ":guilabel:`Nombre`: dele al servidor un nombre." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" ":guilabel:`Tipo de servidor`: seleccione el tipo de servidor que usó. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr ":guilabel:`Servidor IMAP`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr ":guilabel:`Servidor POP`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " @@ -26601,7 +28302,7 @@ msgstr "" " crear nuevos registros. Puede encontrar el script en la sección de " ":guilabel:`Configuración` si selecciona esta opción." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" @@ -26612,7 +28313,7 @@ msgstr "" "enlace directo para las configuración en la sección :guilabel:`Información " "de inicio de sesión`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -26630,23 +28331,23 @@ msgstr "" "DATOS DEL CONTRIBUYENTE*, *Correo de contacto SII* y *Correo de contacto de " "empresas*. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" "En la pesataña :guilabel:`Servidor e inicio de sesión` (para los servidores " "IMAP and POP):" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" ":guilabel:`Nombre del servidor`: escriba el nombre del alojamiento o el " "servidor IP." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr ":guilabel:`Puerto`: escriba el puerto del servidor." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." @@ -26654,13 +28355,13 @@ msgstr "" ":guilabel:`SSL/TLS`: active está opción si las conexiones están encriptadas " "usando el protocolo SSL/TLS." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" ":guilabel:`Nombre de usuario`: escriba el nombre de usuario de inicio de " "sesión del servidor." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr ":guilabel:`Contraseña`: escriba la contraseña para inicio de sesión." @@ -26670,7 +28371,7 @@ msgstr "" "Configuración del servidor de correo electrónico entrante para los DTE en " "Chile." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " @@ -26680,12 +28381,12 @@ msgstr "" "entrada todos los correos relacionados con las facturas de proveedor que no " "requieren procesamiento en Odoo." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "Certificado" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -26697,7 +28398,7 @@ msgstr "" " certificados de la firma` en la sección :guilabel:`Certificados de firma`. " "Luego, haga clic en :guilabel:`Nuevo` para configurar el certificado: " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." @@ -26705,13 +28406,13 @@ msgstr "" ":guilabel:`Clave del certificado`: haga clic en :guilabel:`Subir archivo` y " "seleccione el archivo `.pfx`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" ":guilabel:`Llave maestra del certificado`: escriba la llave maestra del " "archivo." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " @@ -26721,7 +28422,7 @@ msgstr "" "que el campo no se complete automáticamente. En ese caso, escribe el " ":abbr:`RUT (Rol Único Tributario)` del representante legal del certificado. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -26735,13 +28436,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "Configuración del certificado digital." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "Multidivisa" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -26755,12 +28456,12 @@ msgstr "" "establecer un :guilabel:`Intervalo` para cuando la tasa de cambio se " "actualice automáticamente o seleccionar otro :guilabel:`Servicio`. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "Información del contacto" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -26772,39 +28473,39 @@ msgstr "" ":menuselection:`Contactos` y complete los siguientes campos en un formulario" " de contacto nuevo o ya existente. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr ":guilabel:`Correo electrónico`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr ":guilabel:`Número de identificación`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr ":guilabel:`Tipo de contribuyente`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr ":guilabel:`Descripción de la actividad`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "En la pestaña :guilabel:`Facturación electrónica`:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" ":guilabel:`Correo electrónico de los DTE`: escriba la dirección de correo " "del remitente para el contacto. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." @@ -26812,7 +28513,7 @@ msgstr "" ":guilabel:`Precio de la guía de envío`: si lo tiene, seleccione cuál precio " "se mostrará para la guía de envío." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -26825,7 +28526,7 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "Datos de una factura electrónica para Chile." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." @@ -26833,7 +28534,7 @@ msgstr "" "Los documentos contables están categorizados de acuerdo con los tipos de " "documentos que define el SII. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -26847,7 +28548,7 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "Lista de tipos de documentos fiscales para Chile." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." @@ -26855,18 +28556,18 @@ msgstr "" "Varios tipos de documentos estarán desactivados de manera predeterminada, " "pero los puede activar deslizando la opción :guilabel:`Activar`. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "El tipo de documento en cada transacción se define por:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" "El diario relacionado a la factura identifica si el diario usa documentos." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." @@ -26874,22 +28575,22 @@ msgstr "" "La condición aplicada según el tipo de emisor y destinatario (por ejemplo, " "el vendedor o el régimen fiscal del proveedor). " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" "Generalmente los *diarios contables* en Odoo representan una unidad de " "negocio o ubicación. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "Ventas Santiago." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "Ventas Valparaíso." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." @@ -26897,15 +28598,15 @@ msgstr "" "Para la tiendas al por menor, es común tener un diario por :abbr:`PdV (Punto" " de Venta)`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "Caja 1." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "Caja 2." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -26917,19 +28618,19 @@ msgstr "" "contables que no están relacionadas con las facturas de proveedor. Puede " "configurar esto fácilmente usando el siguiente modelo. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "Pago de impuestos al gobierno." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "Pagos de empleados." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "Crear un diario de ventas" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " @@ -26939,7 +28640,7 @@ msgstr "" "Configuración --> Diarios`. Luego, haga clic en el botón de " ":guilabel:`Nuevo` y complete la siguiente información: " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." @@ -26947,7 +28648,7 @@ msgstr "" ":guilabel:`Tipo`: seleccione :guilabel:`Venta` desde el menú desplegable " "para los diarios de facturas de los clientes. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -26961,7 +28662,7 @@ msgstr "" " está usando el portal *Facturación MiPyme* del :abbr:`SII (Servicio de " "Impuestos Internos)`, puede usar la opción :guilabel:`Manual`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -26974,7 +28675,7 @@ msgstr "" "documentos disponibles en Chile. De manera predeterminada, todos los diarios" " de ventas creados usarán documentos. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -26987,11 +28688,11 @@ msgstr "" " Configurar estos campos es necesario para uno de los :ref:`casos de uso " "` de las notas de débito. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "CAF" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -27005,7 +28706,7 @@ msgstr "" "impuestos internos)` al emisor con el folio o secuencia autorizados para " "documentos de facturación electrónica." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -27018,7 +28719,7 @@ msgstr "" "Estos CAFs se comparten en todos los diarios, por lo que solo necesita " "activar uno por tipo de documento." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " @@ -27028,7 +28729,7 @@ msgstr "" "`_ para obtener más información " "sobre cómo conseguir los archivos CAF." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -27039,11 +28740,11 @@ msgstr "" " de pruebas (modo de certificación). Asegúrese de tener el CAF correcto en " "su entorno." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "Subir archivos CAF" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -27059,7 +28760,7 @@ msgstr "" ":guilabel:`Nuevo` para empezar a configurar. Una vez en el formulario, suba " "su archivo CAF y después haga clic en :guilabel:`guardar`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " @@ -27069,7 +28770,7 @@ msgstr "" " momento, cuando la transacción se utilice para este tipo de documento, el " "número de factura tomará el primer folio en la secuencia." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -27080,7 +28781,7 @@ msgstr "" "caso de que se hayan utilizado algunos folios en el sistema anterior, debe " "establecer el siguiente folio válido cuando se cree la primera transacción." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " @@ -27090,24 +28791,24 @@ msgstr "" "conjunto de datos incluidos en el módulo de localización. Las cuentas se " "mapean automáticamente en:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "Cuentas por pagar predeterminadas." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "Cuentas por cobrar predeterminadas" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "Cuenta de transferencias" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "Tipo de cambio" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " @@ -27118,29 +28819,29 @@ msgstr "" "impuestos desde :menuselection:`Contabilidad --> Configuración --> " "Impuestos`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "Chile tiene varios tipos de impuestos, los más comunes son:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "**IVA**: el IVA normal que puede tener varias tasas." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "**ILA**: el impuesto a las bebidas alcohólicas." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr ":doc:`../accounting/taxes`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "Flujo de trabajo de la factura electrónica" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -27156,11 +28857,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "Diagrama con transacciones de factura electrónica." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "Emisión de factura para el cliente" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -27178,7 +28879,7 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "Selección del tipo de documento de factura de cliente." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " @@ -27188,12 +28889,12 @@ msgstr "" " en las facturas electrónicas, de lo contrario el SII rechazará la " "validación del documento." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "Validación y estado del DTE" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " @@ -27203,7 +28904,7 @@ msgstr "" "automática cuando se crea desde una orden de venta, proceda a validar la " "factura. Después del registro de la factura:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." @@ -27211,7 +28912,7 @@ msgstr "" "El archivo :abbr:`DTE (Documentos Tributarios Electrónicos)` se crea de " "forma automática y se registra en el chatter." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -27224,7 +28925,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "Archivo DTE XML en el chatter." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -27243,7 +28944,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "Transición del flujo del estado DTE." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -27259,7 +28960,7 @@ msgstr "" "comprobar los detalles enviados por el SII por correo electrónico. El " ":guilabel:`estado de la DTE` se actualizará a :guilabel:`solicitar estado`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -27278,7 +28979,7 @@ msgstr "" "Identificación de la transacción que originó la factura y su actualización " "de estado." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -27292,13 +28993,13 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "Estados de los datos de las facturas electrónicas." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "La respuesta final del SII puede tener uno de estos valores:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." @@ -27307,7 +29008,7 @@ msgstr "" "El documento ahora es válido fiscalmente y se envía al cliente de forma " "automática." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " @@ -27317,7 +29018,7 @@ msgstr "" "es correcta pero se identificó un problema menor, sin embargo, nuestro " "documento ahora es fiscalmente válido y se envía automáticamente al cliente." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -27331,15 +29032,15 @@ msgstr "" "en Odoo, los detalles también aparecerán en el chatter una vez que se " "procese el servidor de correo electrónico." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "En caso de que su factura sea rechazada, siga estos pasos:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "Cambie el documento a :guilabel:`borrador`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." @@ -27347,7 +29048,7 @@ msgstr "" "Realice las correcciones necesarias en función del mensaje recibido del SII " "en el chatter." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "Registre la factura otra vez." @@ -27355,11 +29056,11 @@ msgstr "Registre la factura otra vez." msgid "Message when an invoice is rejected." msgstr "Mensaje cuando se rechaza una factura." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "Referencias cruzadas" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -27378,14 +29079,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "Documentos de referencias cruzadas" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "Reporte la de factura en PDF" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -27399,7 +29100,7 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "Elementos fiscales de validación del SII." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " @@ -27409,24 +29110,24 @@ msgstr "" "manual la biblioteca `pdf417gen `_. " "Para instalarla utilice el comando :command:`pip install pdf417gen`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "Validación comercial" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "Una vez que la factura se envió al cliente:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "El :guilabel:`estado del contacto DTE` cambia a :guilabel:`enviado`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "" "El cliente debe enviar un correo electrónico donde confirme su recepción." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." @@ -27435,7 +29136,7 @@ msgstr "" "envía una confirmación de aceptación; en caso contrario, se envía una " "reclamación." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" "El campo :guilabel:`estado de aceptación de DTE` se actualiza de forma " @@ -27445,11 +29146,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "Mensaje con la aceptación comercial del cliente." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "Proceso para facturas con reclamo" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -27466,12 +29167,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "El estado comercial de la factura se actualizó a \"con reclamo\"." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "Errores comunes" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -27592,13 +29293,13 @@ msgstr "" "**Consejo:** solo hay cinco razones por las que puede aparecer este error y " "todas ellas están relacionadas con la sección *Carátula* del XML:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "El número RUT de la empresa es incorrecto o hace falta." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." @@ -27606,7 +29307,7 @@ msgstr "" "El número RUT del propietario de la certificación es incorrecto o hace " "falta." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " @@ -27615,15 +29316,15 @@ msgstr "" "El número RUT del SII es incorrecto (debería ser correcto de forma " "predeterminada) o hace falta." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "La fecha de resolución es incorrecta o hace falta." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "El número de resolución es incorrecto o hace falta." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -27644,16 +29345,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "Creación de CAF para notas de crédito." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "Casos de uso" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "Cancelar el documento de referencia" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -27673,11 +29374,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "Nota de crédito que anula el documento de referencia." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "Corregir el documento de referencia" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -27697,7 +29398,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "Nota de crédito en proceso de corregir el texto del documento." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -27709,7 +29410,7 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "Nota de crédito con el valor corregido en las líneas de la factura." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." @@ -27718,11 +29419,11 @@ msgstr "" "predeterminada` en el diario de ventas específicamente para este caso de " "uso." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "Corregir el monto del documento de referencia" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -27742,12 +29443,12 @@ msgstr "" "Nota de crédito para un reembolso parcial para corregir importes. Utiliza el" " código de referencia SII 3." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "Notas de débito" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " @@ -27756,11 +29457,11 @@ msgstr "" "En la localización chilena puede crear notas de débito y crédito con el " "botón :guilabel:`agregar nota de débito` para dos casos de uso principales." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "Agrega un cargo adicional a las facturas" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -27775,7 +29476,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "Nota de débito en proceso de corregir el valor del documento." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -27787,17 +29488,17 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "Referencia automática a la factura en una nota de débito." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" "Solo puede agregar notas de débito en una factura que el SII ya ha aceptado." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "Cancelar notas de crédito" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -27814,7 +29515,7 @@ msgid "Debit note to cancel the referenced document (credit note)." msgstr "" "Nota de débito cancelando el documento de referencia (nota de crédito)." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " @@ -27824,7 +29525,7 @@ msgstr "" "correo electrónico entrante para que coincida con el que tiene registrado en" " el SII para:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." @@ -27832,47 +29533,47 @@ msgstr "" "Recibir los DTE de facturas del proveedor de forma automática y crear la " "factura de proveedor según esta información." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "Envíe de forma automática el acuse de recibo a su proveedor." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "Aceptar o reclamar el documento y enviar este estado a su proveedor." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "Recepción" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" "En cuanto reciba el correo electrónico del proveedor con el DTE adjunto:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" "La factura de proveedor extraerá toda la información incluida en el XML." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" "Se le enviará un correo electrónico al proveedor con el acuse de recibo." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" "Se establecerá el :guilabel:`estado del DTE` como :guilabel:`acuse de " "recibido enviado`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "Aceptación" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -27889,11 +29590,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "Botón para aceptar las facturas de proveedor." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "Reclamación" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -27916,7 +29617,7 @@ msgstr "" "Botón para reclamar en las facturas de proveedor para informar al proveedor que el documento se rechazó \n" "comercialmente." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -27928,12 +29629,12 @@ msgstr "" "buena práctica cancelar todos los documentos con reclamo, pues no son " "válidos para sus registros contables." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "Guía de entrega" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -27945,7 +29646,7 @@ msgstr "" "haga clic en :guilabel:`instalar` en el módulo :guilabel:`Chile - Guía de " "entrega de factura electrónica`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -27957,7 +29658,7 @@ msgstr "" "dependencia de forma automática cuando instale el módulo :guilabel:`guía de " "entrega`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " @@ -27966,7 +29667,7 @@ msgstr "" "El módulo *Guía de entrega* permite enviar los DTE al SII y el sello en los " "reportes PDF de las entregas." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -27981,7 +29682,7 @@ msgstr "" "propios CAF. Consulte la :ref:`documentación sobre el CAF ` para saber cómo obtener los CAF para las guías de entrega." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" @@ -27989,7 +29690,7 @@ msgstr "" "Verifique la siguiente información importante en la configuración de " ":guilabel:`precio de la guía de entrega`:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." @@ -27997,7 +29698,7 @@ msgstr "" ":guilabel:`De la orden de venta`: la guía de entrega toma el precio del " "producto de la orden de venta y lo muestra en el documento." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." @@ -28005,13 +29706,13 @@ msgstr "" ":guilabel:`De la plantilla de producto`: Odoo toma el precio que se " "configuró en la plantilla de producto y lo muestra en el documento." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" ":guilabel:`No mostrar precio`: no se muestra ningún precio en la guía de " "entrega." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" @@ -28021,11 +29722,11 @@ msgstr "" "lugar a otro y pueden representar ventas, muestras, consignas, traslados " "internos y prácticamente cualquier movimiento de producto." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "Guía de entrega a partir de un proceso de venta" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." @@ -28033,7 +29734,7 @@ msgstr "" "Una guía de envío **no** debe tener más de una página o más de 60 líneas de " "productos." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -28047,7 +29748,7 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "Botón de creación de guía de entrega en un proceso de venta" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" @@ -28055,7 +29756,7 @@ msgstr "" "La primera vez que hace clic en :guilabel:`crear guía de entrega` aparece un" " mensaje de advertencia con el siguiente texto:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -28069,7 +29770,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "Mensaje de advertencia de la primera entrega." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -28087,11 +29788,11 @@ msgstr "" "autorización de folio) disponible para generar la siguiente guía de entrega," " y así sucesivamente." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "Después de crear la guía de envío:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." @@ -28099,8 +29800,8 @@ msgstr "" "El archivo :abbr:`DTE (Documentos Tributarios Electrónicos)` se crea de " "forma automática y se agrega al chatter." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -28111,7 +29812,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "Notas que se agregan al chatter al crear una guía de envío." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -28123,7 +29824,7 @@ msgstr "" ":abbr:`SII (Servicio de Impuestos Internos)` le responda de forma inmediata," " haga clic en el botón :guilabel:`enviar ahora al SII`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -28135,7 +29836,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "Impresión del PDF de la guía de envío." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -28148,11 +29849,11 @@ msgstr "" ":guilabel:`pdf417gen`, mencionada en :ref:`la sección de reportes PDF de " "facturas `." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "Boletas electrónicas" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -28162,7 +29863,7 @@ msgstr "" ":menuselection:`Aplicaciones` y busque `Chile (l10n_cl)`. Después haga clic " "en :guilabel:`Instalar` en el módulo :guilabel:`Chile - Boleta electrónica`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -28174,7 +29875,7 @@ msgstr "" "de forma automática cuando instale el módulo :guilabel:`Guía de entrega de " "factura electrónica`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -28190,7 +29891,7 @@ msgstr "" "CAF ` para saber cómo obtener los :abbr:`CAF " "(Código de Autorización del Folio)` para las boletas electrónicas." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -28210,7 +29911,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "Módulo de boleta electrónica." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -28230,7 +29931,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "Tipo de documento 39 para boletas electrónicas." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -28246,11 +29947,11 @@ msgstr "" "validar la boleta de forma correcta, asegúrese de editar el :guilabel:` tipo" " de documento` y cámbielo a boleta electrónica." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "Después de registrar la boleta:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -28262,7 +29963,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "Estado de creación de boletas electrónicas STE." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -28274,7 +29975,7 @@ msgstr "" ":abbr:`SII (Servicio de Impuestos Internos)` le responda de forma inmediata," " haga clic en el botón :guilabel:`enviar ahora al SII`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " @@ -28284,11 +29985,11 @@ msgstr "" "validation>` para facturas electrónicas. El flujo de trabajo para boletas " "electrónicas sigue el mismo proceso." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "Exportaciones electrónicas de bienes" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -28300,7 +30001,7 @@ msgstr "" "haga clic en :guilabel:`Instalar` en el módulo :guilabel:`Exportaciones " "electrónicas para bienes en Chile`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." @@ -28308,7 +30009,7 @@ msgstr "" "Para el módulo :guilabel:`Chile - Exportaciones electrónicas para bienes en " "Chile` debe instalar :guilabel:`Chile - Facturación Electrónica`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -28325,7 +30026,7 @@ msgstr "" "obtener los :abbr:`CAF (Código de Autorización del Folio)` para las boletas " "electrónicas." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " @@ -28336,7 +30037,7 @@ msgstr "" "Internos)`, si no también para guardar la información que se requiere para " "los aranceles." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "Configuraciones de contacto" @@ -28346,11 +30047,11 @@ msgstr "" "Tipo de contribuyente que se necesita para el módulo Exportaciones " "electrónicas para bienes." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "Aduanas de Chile" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -28364,11 +30065,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "Campos personalizados para Chile." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "Reporte en PDF" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -28384,11 +30085,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "Sección para Exportaciones electrónicas de bienes en el reporte PDF." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "Facturación electrónica para el comercio electrónico" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -28402,22 +30103,22 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "Módulo de comercio electrónico l10n_cl. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "Este módulo activa las funciones y configuraciones para:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" "Generar documentos electrónicos desde la aplicación *Comercio electrónico*" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" "Aportar compatibilidad con los campos fiscales en la aplicación *Comercio " "electrónico* " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" @@ -28425,7 +30126,7 @@ msgstr "" "Permitir de manera eficiente que el cliente decida el documento electrónico " "a generar para su compra" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " @@ -28436,7 +30137,7 @@ msgstr "" " realizar los siguientes ajustes para integrar el flujo de Comercio " "electrónico. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -28455,7 +30156,7 @@ msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" "Configuración de la política de facturación y de la facturación automática." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " @@ -28465,7 +30166,7 @@ msgstr "" "automática* genere el documento, debe configurar un proveedor de pago para " "el sitio web correspondiente." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." @@ -28474,7 +30175,7 @@ msgstr "" " información acerca de los proveedores de pago compatibles con Odoo y cómo " "configurarlos. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -28492,12 +30193,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "Configuración de la política de facturación en los productos." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "Flujos de facturación " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -28511,7 +30212,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "Opción para documentos EDI para clientes. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -28527,7 +30228,7 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "Campos fiscales obligatorios para la solicitud de una factura." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " @@ -28537,7 +30238,7 @@ msgstr "" "dirigirán al siguiente paso y se generará el documento electrónico para el " "contacto *Consumidor Final Anónimo*. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." @@ -28545,7 +30246,7 @@ msgstr "" "Los clientes de otros países que no son Chile obtendrán de manera automática" " sus recibos electrónicos que generará Odoo. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " @@ -28556,11 +30257,11 @@ msgstr "" "factura electrónica de exportación (*documento tipo 110*), lo cual se puede " "hacer desde la aplicación *Contabilidad*." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "Facturación electrónica para el Punto de venta." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -28576,15 +30277,15 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "Módulo l10n_cl POS EDI." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "Este módulo activa las funciones y configuraciones para:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "Generar documentos electrónicos desde la aplicación *Punto de venta*" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" @@ -28592,7 +30293,7 @@ msgstr "" "Aportar compatibilidad con los campos fiscales en la aplicación *Punto de " "venta* " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" @@ -28600,13 +30301,13 @@ msgstr "" "Permitir de manera eficiente que el cliente decida el documento electrónico " "a generar para su compra" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" "Imprimir QR o códigos de 5 dígitos en los tickets para acceder a las " "facturas electrónicas" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -28619,23 +30320,23 @@ msgstr "" "--> Sesión --> Clientes --> Detalles` y edite cualquiera de los siguientes " "campos: " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr ":guilabel:`Tipo de identificación`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr ":guilabel:`Tipo de contribuyente`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr ":guilabel:`Tipo de Giro`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr ":guilabel:`Correo electrónico DTE`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr ":guilabel:`RUT`" @@ -28643,7 +30344,7 @@ msgstr ":guilabel:`RUT`" msgid "Contact with fiscal information created from POS." msgstr "Contacto con información fiscal creada desde el PdV." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -28661,7 +30362,7 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "Producto con información fiscal creado desde el PdV." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " @@ -28671,7 +30372,7 @@ msgstr "" ":menuselection:`Punto de venta --> Configuración --> Ajustes --> Facturas y " "recibos`:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " @@ -28681,7 +30382,7 @@ msgstr "" "imprimirlo en el recibo del usuario y así solicitar una factura después de " "su compra. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -28696,7 +30397,7 @@ msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" "Configuración para generar un QR o un código de 5 dígitos en los tickets. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." @@ -28704,11 +30405,11 @@ msgstr "" "Las siguientes secciones describen los flujos de facturación para la " "aplicación *Punto de venta*. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "Recibos electrónicos: cliente final anónimo" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -28723,7 +30424,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "Selección automática del contacto de un consumidor final anónimo." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -28736,11 +30437,11 @@ msgstr "" "<../accounting/customer_invoices/credit_notes>` para obtener instrucciones " "más detalladas. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "Recibos electrónicos: cliente específico" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -28756,7 +30457,7 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "Selección de un contacto para el recibo." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " @@ -28766,12 +30467,12 @@ msgstr "" "tipo de compra, la nota de crédito y el proceso de devolución se pueden " "gestionar directamente desde la sesión del :abbr:`PdV (Punto de venta)`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "Facturas electrónicas" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -28786,7 +30487,7 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "Selección de una opción de factura en el pago." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " @@ -28796,11 +30497,11 @@ msgstr "" " de documento correcto para las ventas exentas de impuestos. Esto aplica " "tanto para los recibos electrónicos como para las facturas electrónicas. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "Devoluciones" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -28816,7 +30517,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "Opción de reembolso en la aplicación Punto de venta." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -28828,7 +30529,7 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "Selección de la orden para el proceso del reembolso." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " @@ -28838,7 +30539,7 @@ msgstr "" "correspondiente, haciendo referencia al recibo o factura original, " "cancelando de manera parcial o completa el documento. " -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." @@ -28846,11 +30547,11 @@ msgstr "" "`Tutorial inteligente - Facturación electrónica para el punto de venta " "`_." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "Balance tributario de 8 columnas" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -28861,7 +30562,7 @@ msgstr "" " Las cuentas están clasificadas según su origen y dependiendo el nivel de " "ganancias o pérdidas que ese negocio tubo dentro del periodo evaluado." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -28879,11 +30580,11 @@ msgstr "Ubicación del reporte del Balance tributario de 8 columnas. " msgid "Chilean Fiscal Balance (8 Columns)." msgstr "Balance tributario (8 columnas)" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "Propuesta F29" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -28897,7 +30598,7 @@ msgstr "" " compras (CR) y el registro de ventas (RV). Su finalidad es apoyar las " "transacciones relacionadas con el IVA para mejorar su control y declaración." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." @@ -28905,7 +30606,7 @@ msgstr "" "Los documentos tributarios electrónicos (DTE) que el :abbr:`SII (Servicio de" " Impuestos Internos)` recibió proporcionan este registro." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -28919,7 +30620,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "Ubicación del reporte Propuesta F29 (CL)." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -28934,7 +30635,7 @@ msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" "PPM y Factor de Proporcionalidad automático para el reporte Propuesta F39." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -31609,8 +33310,8 @@ msgstr "Estos códigos son confidenciales, almacénelos en un lugar seguro." #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "Configuración en Odoo" @@ -33487,7 +35188,6 @@ msgstr "" "paquete que desee en la sección de localización fiscal." #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -41433,12 +43133,8 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" -"El proceso anterior también se puede hacer para *un solo* :doc:`pago " -"<../accounting/payments>` de proveedor si se vincularon a una o más " -":doc:`facturas de proveedor <../accounting/payments/multiple>` con las " -"retenciones aplicadas. " #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 msgid "" @@ -42237,16 +43933,12 @@ msgid "Spain" msgstr "España" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" -msgstr "Plan de cuentas español" +msgid "Spanish chart of accounts" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" -"En Odoo hay varios planes de cuentas españoles que están disponibles de " -"forma predeterminada:" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 msgid "PGCE PYMEs 2008" @@ -42262,15 +43954,12 @@ msgstr "PGCE Entidades" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -"Puede elegir el que desee al entrar a :menuselection:`Contabilidad --> " -"Configuración` y luego elija el paquete que desee en la sección " -"**Localización fiscal**." -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." @@ -42278,29 +43967,45 @@ msgstr "" "Cuando crea una nueva base de datos de Odoo en línea, el PGCE PYMEs 2008 se " "instala de forma predeterminada." -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "Reportes contables españoles" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -"Si se instaló la localización contable española, tendrá acceso a reportes " -"contables específicos para España:" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 -msgid "Tax Report (Modelo 111)" -msgstr "Reporte de impuestos (Modelo 111)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 -msgid "Tax Report (Modelo 115)" -msgstr "Reporte de impuestos (Modelo 115)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +msgid "Tax Report (Modelo 111)" +msgstr "Informe fiscal (Modelo 111)" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 +msgid "Tax Report (Modelo 115)" +msgstr "Informe fiscal (Modelo 115)" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" -msgstr "Reporte de impuestos (Modelo 303)" +msgstr "Informe fiscal (Modelo 303)" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" @@ -42562,17 +44267,6 @@ msgstr "7.7% achat" msgid "TVA 7.7%" msgstr "TVA 7.7%" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "Compras" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -43359,10 +45053,6 @@ msgstr "" "Por defecto, se usa el servicio web de tipos de cambio del Banco Central de " "EAU. Otros proveedores están disponibles en el campo :guilabel:`Servicio`." -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "Nómina" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -43976,6 +45666,7 @@ msgstr ":doc:`Adyen `" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -43983,6 +45674,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -44009,7 +45701,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "El sitio web del proveedor" @@ -44752,10 +46443,10 @@ msgstr ":ref:`payment_providers/add_new`" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -45310,8 +47001,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "Configure el resto de las opciones como guste. " @@ -46181,7 +47872,11 @@ msgstr "" ":guilabel:`Credenciales de prueba` en la parte izquierda de la aplicación, " "luego copie el :guilabel:`token de acceso` de prueba. " -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." @@ -46189,15 +47884,17 @@ msgstr "" ":ref:`Vaya al proveedor de pago Mercado Pago ` y " "cambie su estado a :guilabel:`Activado`." -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" -"En la pestaña :guilabel:`Credenciales`, llene el campo :guilabel:`Token de " -"acceso` con el valor que guardo en el paso " -":ref:`payment_providers/mercado_pago/configure_dashboard`." #: ../../content/applications/finance/payment_providers/mollie.rst:3 msgid "Mollie" @@ -46899,7 +48596,14 @@ msgstr "" "Haga clic en :guilabel:`Cree un Webhook` para finalizar con la " "configruación. " -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." @@ -46907,7 +48611,7 @@ msgstr "" ":ref:`Vaya al proveedor de pago Razorpay ` y " "cambie su estado a :guilabel:`Activado`." -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " @@ -46918,11 +48622,11 @@ msgstr "" "valores que guardo en el paso " ":ref:`payment_providers/razorpay/configure_dashboard`." -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "Si configura Odoo para que capture los importes manualmente: " -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." @@ -46930,7 +48634,7 @@ msgstr "" "Tenga en cuenta que Razorpay no admite la **anulación manual** de una " "transacción. " -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -47729,11 +49433,24 @@ msgid "Signature status" msgstr "Estado de la firma" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "Plantillas" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -47747,7 +49464,7 @@ msgstr "" "`. Para modificar la :ref:`función ` de un campo " "solo tiene que hacer clic en él y seleccionar la función que quiera." -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -47764,7 +49481,7 @@ msgstr "" " se firme el documento, o defina :guilabel:`Usuarios autorizados` si quiere " "restringir el uso de su plantilla a usuarios o grupos autorizados." -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " @@ -47775,25 +49492,21 @@ msgstr "" "signatario o :guilabel:`Firmar ahora` si está listo para firmar el documento" " de inmediato." -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -"Puede **crear una plantilla desde un documento enviado previamente** desde " -":menuselection:`Documentos --> Todos los documentos`. En el documento que " -"quiera recuperar haga cic en ⋮ y después en :guilabel:`Plantilla`. Haga clic" -" en ⋮ otra vez y luego en :guilabel:`Restaurar`. Ahora, su documento " -"aparecerá en su tablero a un lado del resto de sus plantillas." -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "Roles" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" @@ -47804,14 +49517,14 @@ msgstr "" "persona asignada a ese rol necesita llenar los campos asignados y firmarlos." " " -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" "Puede ver los roles en :menuselection:`Firma --> Configuración --> Roles`." -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -47829,11 +49542,11 @@ msgstr "" ":guilabel:`Color` para el rol. Este color le puede ayudar a saber qué roles " "son responsables de qué campos al configurar una plantilla. " -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "Identificación asegurada" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -47848,12 +49561,12 @@ msgstr "" "`. Si no tiene créditos disponibles, los pasos de " "autenticación se omitirán." -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" ":doc:`Compras dentro de la aplicación (IAP) <../general/in_app_purchase>`" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" @@ -47861,11 +49574,11 @@ msgstr "" ":doc:`Precios por SMS y preguntas frecuentes " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "Verificación por SMS" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " @@ -47875,7 +49588,7 @@ msgstr "" "columna :guilabel:`Paso de autenticación adicional` para el rol, y " "seleccione :guilabel:`Código único via SMS`." -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -47887,7 +49600,7 @@ msgstr "" "Ajustes` y haga clic en :guilabel:`Comprar créditos` en " ":guilabel:`Autenticar por SMS`." -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -47899,7 +49612,7 @@ msgstr "" ":guilabel:`Enviar`. En la página, seleccione el :guilabel:`cliente` y haga " "clic en :guilabel:`Enviar`." -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -47916,11 +49629,11 @@ msgstr "" msgid "Add a hash to your document" msgstr "Agregue un hash a su documento" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "Esta función está activada de manera predeterminada. " -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." @@ -47929,11 +49642,11 @@ msgstr "" "rol, se solicitará este paso de validación para cualquier campo asignado a " "este rol." -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "Itsme®" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" @@ -47943,7 +49656,7 @@ msgstr "" "puedan verificar su identidad por medio de Itsme®. Esta función solo está " "disponible en **Bélgica** y **Países bajos**." -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -47958,7 +49671,7 @@ msgstr "" "columna :guilabel:`Paso adicional de autenticación` para la función y " "seleccione :guilabel:`Mediante itsme®`." -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -47972,7 +49685,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "seleccione cliente identificado con itsme®" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -47984,11 +49697,11 @@ msgstr "" " documento completado`. Así se activará la página :guilabel:`Verificación " "final`, donde se necesitará la autenticación mediante itsme®." -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "Hash signatario " -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -48003,7 +49716,7 @@ msgstr "" "garantizará la autenticidad y seguridad del documento a lo largo de su ciclo" " de vida." -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -48017,16 +49730,13 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "Imagen donde se agrega el marco visual de seguridad a la firma." -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -"Puede usar las etiquetas para categorizar y organizar los documentos, lo " -"cual permitirá que los usuarios busquen y filtren documentos según criterios" -" específicos." -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" @@ -48037,7 +49747,7 @@ msgstr "" "nueva línea, agregue el :guilabel:`Nombre de la etiqueta` y seleccione el " ":guilabel:`índice de color` para su etiqueta." -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." @@ -48045,11 +49755,19 @@ msgstr "" "Para aplicar una etiqueta a un documento, use la lista desplegable " "disponible en su documento." -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "Firmar orden" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " @@ -48059,39 +49777,22 @@ msgstr "" "firma le deja controlar el orden en el que los destinatarios recibirán el " "documento para firmarlo. " -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -"En :menuselection:`Configuración --> Ajustes` puede :guilabel:`Activar orden" -" de firmas`. Cada destinatario recibirá la notificación de solicitud de " -"firma solo cuando el destinatario precio haya completado la acción." -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -"Agregue al menos dos campos de :guilabel:`Firma` con funciones diferentes a " -"su documento. Haga clic en :guilabel:`Enviar` para ir a la pestaña " -":guilabel:`Opciones` y marque la caja :guilabel:`Especificar orden de " -"firma`." -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" -"Agregue el :guilabel:`Nombre o correo` del signatario. Para decidir el " -":guilabel:`Orden de firma` escriba :guilabel:`1` o :guilabel:`2` en la " -"columna :guilabel:`Orden de firma`." - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" @@ -48099,11 +49800,11 @@ msgstr "" "`Consejos de Odoo: Orden de firma [video] " "`_" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "Tipos de campo" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " @@ -48113,7 +49814,7 @@ msgstr "" "deben completar los signatarios. Para agregar campos al documento solo tiene" " que arrastrar y soltarlos desde la columna izquierda hasta su documento," -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -48125,7 +49826,7 @@ msgstr "" "campo, también conocidos como tipos de elementos de firma, el proceso de " "firma puede ser aún más rápido para sus clientes, partners y empleados. " -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." @@ -48133,7 +49834,7 @@ msgstr "" "Para crear y editar tipos de campo, vaya a :menuselection:`Firma --> " "Configuración --> Ajustes --> Editar tipos de campo`." -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " @@ -48143,7 +49844,7 @@ msgstr "" ":guilabel:`Crear` uno nuevo. Primero, edite el :guilabel:`Nombre de campo`. " "Luego, selecciones un :guilabel:`Tipo de campo`:" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -48155,7 +49856,7 @@ msgstr "" "(generalmente una imagen). Cada tipo de campo de :guilabel:`Firma` " "subsecuente reutiliza los datos ingresados en el primer campo." -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." @@ -48163,18 +49864,18 @@ msgstr "" ":guilabel:`Inicial`: se le pide a los usuarios que ingresen sus iniciales, " "de manera similar que en el campo :guilabel:`Firma`. " -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" ":guilabel:`Texto`: se le pide a los usuarios ingresar texto en una sola " "línea. " -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" ":guilabel:`Texto multilínea`: los usuarios ingresan texto en varias líneas. " -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." @@ -48182,7 +49883,7 @@ msgstr "" ":guilabel:`Casilla de verificación`: los usuarios pueden seleccionar una " "casilla (para marcar su aprobación o consentimiento)." -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." @@ -48190,7 +49891,7 @@ msgstr "" ":guilabel:`Selección`: los usuarios pueden escoger una sola opción de entre " "una variedad de opciones. " -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -48203,7 +49904,7 @@ msgstr "" "signatario del documento. Para hacerlo, ingrese el nombre técnico del campo " "del modelo de contacto. " -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." @@ -48211,7 +49912,7 @@ msgstr "" "Para conocer el nombre técnico de un campo, active el modo desarrollador y " "deslice el cursor sobre el signo de interrogación junto al campo. " -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." @@ -48219,7 +49920,7 @@ msgstr "" "Los valores de autocompletado son sugerencias y se pueden modificar según lo" " requiera el signatario del documento. " -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -48236,7 +49937,7 @@ msgstr "" "establecido en 15% (0.150) del ancho de la página completa, mientras que la " "altura está establecida en 1.5% (0.015) del alto de la página completa. " -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/es/LC_MESSAGES/inventory_and_mrp.po b/locale/es/LC_MESSAGES/inventory_and_mrp.po index ecc3ba2cc..5ebb5bd00 100644 --- a/locale/es/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/es/LC_MESSAGES/inventory_and_mrp.po @@ -8,29 +8,29 @@ # Raquel Iciarte , 2023 # Julián Andrés Osorio López , 2023 # Miguel Orueta , 2023 -# Pablo Rojas , 2023 # AleEscandon , 2023 +# Jesús Alan Ramos Rodríguez , 2023 # José Cabrera Lozano , 2023 # Martin Trigaux, 2023 -# Jesús Alan Ramos Rodríguez , 2023 # Aimée Mendoza Sánchez, 2023 # Lina Maria Avendaño Carvajal , 2023 # Larissa Manderfeld, 2023 -# Braulio D. López Vázquez , 2023 # Patricia Gutiérrez Capetillo , 2023 -# Wil Odoo, 2023 # Lucia Pacheco, 2023 -# Iran Villalobos López, 2024 # Fernanda Alvarez, 2024 +# Pablo Rojas , 2024 +# Wil Odoo, 2024 +# Iran Villalobos López, 2024 +# Braulio D. López Vázquez , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Fernanda Alvarez, 2024\n" +"Last-Translator: Braulio D. López Vázquez , 2024\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -73,71 +73,270 @@ msgid "Daily operations" msgstr "Operaciones diarias" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" -msgstr "Proceso para un ajuste de inventarios con código de barras" +msgid "Apply inventory adjustments with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -"Para realizar un ajuste de inventarios utilizando códigos de barras necesita" -" abrir la aplicación \"Código de Barras\". Después, desde la aplicación, dar" -" click en \"Ajuste de Inventarios\"" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -"Si desea trabajar completamente con códigos de barras, puede descargar la " -"hoja *Comandos para inventario*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" -"Una vez que haya hecho clic en *Ajustes de inventario*, Odoo creará uno " -"automáticamente. Tenga en cuenta que, si trabaja con varias ubicaciones, " -"primero debe especificar en qué ubicación se realiza el ajuste de " -"inventario." #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" -"Si no trabaja con múltiples ubicaciones, podrá escanear los diferentes " -"productos que desea incluir en el ajuste de inventario." #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -"Si tiene 5 artículos idénticos, escanee 5 veces o use el teclado para " -"establecer la cantidad." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -"Además de usar el escáner de código de barras, también puede agregar " -"manualmente un producto si es necesario. Para hacerlo, haga clic en *Agregar" -" producto* y complete la información." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "¿Sabía que? " + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" -"Cuando haya escaneado todos los artículos de la ubicación, valide el " -"inventario de manera manual o escanee el código de barras *Validar*." #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:6 @@ -1265,6 +1464,9 @@ msgstr "Número de Lote" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1294,6 +1496,7 @@ msgstr ":guilabel:`Lote` en la ventana emergente de operaciones detalladas" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1704,191 +1907,662 @@ msgstr "" "Registro del movimiento de inventario al momento de la recepción de los 52.1" " kg de duraznos." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" -msgstr "Proceso para transferencias" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "Transferencias simples" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 -msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -"Para procesar una transferencia desde la aplicación *Código de barras*, el " -"primer paso es ir a *Operaciones*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -"Luego, tiene la opción de ingresar una transferencia existente. Para hacer " -"esto puede ir al tipo de operación correspondiente y seleccionar manualmente" -" la que desea ingresar, o puede escanear el código de barras de la " -"transferencia." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -"Desde ahí, podrá escanear los productos que forman parte de la transferencia" -" existente y/o agregar nuevos productos a esta transferencia. Una vez que se" -" hayan escaneado todos los productos, puede validar la transferencia para " -"continuar con los movimientos de stock." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -"Si tiene diferentes ubicaciones de almacenamiento en su almacén, puede " -"agregar pasos adicionales para los diferentes tipos de operación." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "Recepciones" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -"Al recibir un producto en stock, debe escanear su código de barras para " -"identificarlo en el sistema. Una vez que haya realizado esto, puede hacer " -"que ingrese la ubicación principal de la transferencia, por ejemplo " -"WH/Almacén, o escanear un código de barras de ubicación para que ingrese una" -" sububicación de la ubicación principal." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -"Si desea que el producto ingrese WH/Almacén en nuestro ejemplo, simplemente " -"puede escanear el siguiente producto." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "Expediciones" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -"Al entregar un producto, debe escanear la ubicación de origen si es " -"diferente a la establecida inicialmente. Luego, puede comenzar a escanear " -"los productos que se entregan desde esta ubicación específica." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -"Una vez que se han escaneado los diferentes productos, tiene la posibilidad " -"de escanear otra ubicación, como WH/Almacén, y se agregará otra página a su " -"pedido de entrega. Puede moverse de uno a otro gracias a los botones " -"*Anterior* y *Siguiente*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -"Ahora puede validar su transferencia. Para hacerlo, haga clic en *Siguiente*" -" hasta llegar a la última página de la transferencia, donde podrá validarla." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "Transferencias internas" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -"Al realizar una transferencia interna con ubicación múltiple, primero debe " -"escanear la ubicación de origen del producto. Luego, puede escanear el " -"producto en sí mismo, antes de tener que escanear el código de barras de la " -"ubicación de destino." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -"Si el origen y el destino de las transferencias internas ya son correctos, " -"no necesita escanearlos." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" -msgstr "Transferencias con productos rastreados" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -"Si trabaja con productos rastreados por lotes/números de serie, tiene dos " -"formas de trabajar:" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 -msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -"Si trabaja con números de serie o lote en todos los productos, puede " -"escanear el código de barras del lote/número de serie y Odoo aumentará la " -"cantidad del producto, configurando su número de lote o serie." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 +msgid "" +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" -"Si tiene el mismo número de serie o lote para diferentes productos, puede " -"trabajar escaneando primero el código de barras del producto y luego el " -"código de barras del número de serie o lote." #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" -msgstr "Crear una transferencia desde cero" +msgid "Create and process transfers with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -"Para crear una transferencia desde la aplicación *Código de barras*, primero" -" debe imprimir los códigos de barras del tipo de operación. Para hacerlo, " -"puede descargar la *Hoja de códigos de barras de inventario* desde la página" -" de inicio de la aplicación." -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "Crear un traslado interno" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" -"Una vez hecho esto, puede escanear el código de barras para el que desea " -"crear un nuevo documento. Luego, se creará un documento vacío y podrá " -"escanear sus productos para completarlo." #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 msgid "Setup" @@ -3934,104 +4608,172 @@ msgid "Product tracking" msgstr "Seguimiento de productos" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" -msgstr "¿Cuál es la diferencia entre los números de lote y de serie?" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "Introducción" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 -msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +msgid "Difference between lots and serial numbers" msgstr "" -"En Odoo, los números de lote y de serie tiene similitudes en su sistema " -"funcional pero son diferentes en su comportamiento. Ambos se administran " -"dentro de **Inventario**, **Compras** y la aplicación de **Ventas**." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -"Los **lotes** corresponden a un cierto número de productos que recibió y " -"almacenó juntos en un solo paquete." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -"Los **números de serie** son números de identificación dados a un producto " -"en particular, para permitir el seguimiento histórico de un artículo desde " -"la recepción hasta la entrega y posterior a la entrega." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" -msgstr "Cuándo usarlo" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -"Los **lotes** funcionan para productos que se reciben en gran cantidad y " -"para los cuales un número de lote puede ayudar en los reportes, controles de" -" calidad, o cualquier otra información. Los lotes le ayudarán a identificar " -"un grupo de piezas que, por ejemplo, pueden tener un defecto de producción. " -"También puede ser útil para un lote de producción de ropa o alimentos." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" -"Los **números de serie** son útiles para artículos que podrían requerir " -"servicio posventa, como celulares, laptops, refrigeradores, y cualquier " -"dispositivo electrónico. Puede utilizar el número de seria del fabricante o " -"el propio, dependiendo de cómo administre estos productos." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" +msgstr ":doc:`lots`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "Cuándo no usarlo" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" -"Almacenar productos consumibles como papel de cocina, papel higiénico, " -"lápices y bloques de papel en lotes no tendría ningún sentido, ya que hay " -"pocas oportunidades que pueda regresarlos por fallos de producción." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" -"Por otro lado, darle un número de serie a cada producto es una tarea que " -"consume mucho tiempo y que solo servirá en caso de artículos que tienen una " -"garantía o servicio de posventa. Ponerle un número de serie al pan, por " -"ejemplo, no tiene sentido." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr ":doc:`serial_numbers`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" -msgstr ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "Activar lotes y números de serie" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" +"Active las funciones de lote y número de serie desde los ajustes del " +"inventario." + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "Trazabilidad" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 msgid "Expiration dates" @@ -4759,17 +5501,6 @@ msgstr "" "salió un producto. Esto le ayudará cuando tenga que retirar un producto del " "mercado o al gestionar fechas de caducidad." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "Activar lotes y números de serie" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -4784,12 +5515,6 @@ msgstr "" "haga clic en la casilla junto a :guilabel:`Número de serie y lote`. Después," " haga clic en :guilabel:`Guardar` para guardar los cambios." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" -"Active las funciones de lote y número de serie desde los ajustes del " -"inventario." - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "Rastrear productos por lotes" @@ -4954,11 +5679,11 @@ msgstr "" "directamente en la orden de compra, mientras que tiene que asignar el número" " en la orden de venta para los bienes salientes." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "Gestión de lotes al recibir productos" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." @@ -4966,7 +5691,7 @@ msgstr "" "Puede asignar lotes a los bienes **entrantes** directamente desde la orden " "de compra." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." @@ -4974,7 +5699,7 @@ msgstr "" "Para crear una :guilabel:`Orden de compra` vaya a :menuselection:`Compra -->" " Crear` y podrá ver una solicitud de cotización en blanco." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -4986,7 +5711,7 @@ msgstr "" "producto` (en la pestaña de :guilabel:`Productos`) para agregar los " "productos deseados en las líneas de :guilabel:`Productos`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." @@ -4994,7 +5719,7 @@ msgstr "" "Si cambia el número en la columna :guilabel:`Cantidad` se establecerá la " "cantidad de productos que quiere ordenar." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -5008,7 +5733,7 @@ msgstr "" " inteligente :guilabel:`Recepción` que lo llevará al formulario de recepción" " del almacén." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -5028,7 +5753,7 @@ msgstr "" "Ventana emergente de error de usuario para agregar un lote o número de " "serie." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -5041,7 +5766,7 @@ msgstr "" ":guilabel:`Operaciones`. Cuando hace clic en ese icono, aparecerá una " "ventana emergente de :guilabel:`Operaciones detalladas`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " @@ -5052,14 +5777,14 @@ msgstr "" ":guilabel:`Nombre del número de lote/serie`, que se encuentra en la parte " "inferior de la ventana emergente." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" "Hay dos formas de asignar números de lote de **manera manual** y al **copiar" " y pegar**." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -5078,7 +5803,7 @@ msgstr "" "Ventana emergente an la que asigne las operaciones detalladas del número de " "lote." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -5090,7 +5815,7 @@ msgstr "" "del número de lote` para las cantidades adicionales. Repita esto hasta que " "la :guilabel:`Cantidad hecha` sea igual a la :guilabel:`Demanda`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -5114,7 +5839,7 @@ msgid "List of lot numbers copied on excel spreadsheet." msgstr "" "Lista de números de lote que se copiaron en una hoja de cálculo de Excel." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." @@ -5123,7 +5848,7 @@ msgstr "" " haga clic en :guilabel:`Confirmar` para cerrar la ventana emergente. " "Después, haga clic en :guilabel:`Validar`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -5137,11 +5862,11 @@ msgstr "" "documento de :guilabel:`Referencia`, el :guilabel:`Producto` al que le está " "dando seguimiento, el :guilabel:`Lote/Número de serie` asignados y más." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "Gestión de lotes en órdenes de entrega" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." @@ -5149,7 +5874,7 @@ msgstr "" "Puede asignar números de lote a bienes **salientes** desde la orden de " "venta." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." @@ -5157,7 +5882,7 @@ msgstr "" "Para crear una :guilabel:`Orden de venta` vaya a :menuselection:`Ventas --> " "Crear`. Esto lo llevará a un formulario de cotización en blanco." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " @@ -5169,7 +5894,7 @@ msgstr "" ":guilabel:`Líneas de orden`). Para agregar productos solo tiene que hacer " "clic en :guilabel:`Agregar un producto`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " @@ -5178,7 +5903,7 @@ msgstr "" "Después, si quiere elegir la cantidad que quiere vender, cambie el número " "que se encuentra en la columna :guilabel:`Cantidad`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " @@ -5189,7 +5914,7 @@ msgstr "" "cotización se convertirá en una :guilabel:`Orden de venta` y aparecerá un " "botón inteligente de :guilabel:`Entrega`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " @@ -5198,7 +5923,7 @@ msgstr "" "Haga clic en el botón inteligente :guilabel:`Entrega` para ver el recibo de " "en el almacén para esa :guilabel:`Orden de venta` en específico." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -5212,7 +5937,7 @@ msgstr "" "medida` en la pestaña :guilabel:`Operaciones`). Al hacer clic en este icono," " aparecerá una ventana emergente de :guilabel:`Operaciones detalladas`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" @@ -5222,7 +5947,7 @@ msgstr "" "manera automática, con la cantidad :guilabel:`Reservada` completa de un lote" " en específico (si hay existencias suficientes en ese lote en particular)." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -5234,7 +5959,7 @@ msgstr "" "columna :guilabel:`Hecho` para que solo incluya esa parte específica de la " "cantidad." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -5249,13 +5974,13 @@ msgstr "" "la cantidad ordenada y si hay suficiente cantidad en un solo lote para " "completar la orden." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -5274,7 +5999,7 @@ msgstr "" "Ventana emergente de operaciones detalladas para números de lote de origen " "en órdenes de venta." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -5289,7 +6014,7 @@ msgstr "" "dando seguimiento, la :guilabel:`Fecha` y el :guilabel:`Lote/Número de " "serie` asignados." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " @@ -5299,11 +6024,11 @@ msgstr "" ":guilabel:`Referencia` desde la orden de compra anterior, si las cantidades " "del producto compartían el mismo número de lote." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "Gestione lotes para diferentes tipos de operaciones" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " @@ -5312,7 +6037,7 @@ msgstr "" "En Odoo solo se permite crear nuevos lotes al **recibir** productos de una " "orden de compra. Los números de lote **existentes** no pueden usarse." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." @@ -5320,7 +6045,7 @@ msgstr "" "Pasa lo contrario con las órdenes de venta: no se pueden crear nuevos " "números de lote en las órdenes de entrega, solo números de lote existentes." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " @@ -5331,7 +6056,7 @@ msgstr "" ":menuselection:`aplicación Inventario--> Configuración --> Tipos de " "operación` y seleccione el :guilabel:`tipo de operación` que desea." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -5348,7 +6073,7 @@ msgstr "" ":guilabel:`Trazabilidad`). Para guardar los cambios, haga clic en el botón " ":guilabel:`Guardar`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -5366,7 +6091,7 @@ msgid "Enabled traceability setting on operations type form." msgstr "" "Activar el ajuste de trazabilidad en el formulario de tipo de operaciones." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" @@ -5376,11 +6101,11 @@ msgstr "" " rastreen por lotes, lo mejor será activar la opción :guilabel:`Utilizar " "números de Lotes / de serie existentes` para recibos de inventario" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "Trazabilidad de lotes" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " @@ -5390,7 +6115,7 @@ msgstr "" " para ver el ciclo de vida completo de un producto: de dónde (y cuándo) " "vino, dónde se almacenó y a quién (y cuándo) se le entregó." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " @@ -5401,7 +6126,7 @@ msgstr "" "de serie`. De esta manera podrá ve el tablero de " ":menuselection:`Lotes/Números de serie`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " @@ -5411,7 +6136,7 @@ msgstr "" "asignado un número de lote y se podrá expandir para mostrar los números de " "lote que esos productos tienen asignados." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -5424,7 +6149,7 @@ msgstr "" ":guilabel:`Agregar grupo personalizado`, seleccione :guilabel:`Número de " "lote/serie` y haga clic en :guilabel:`Aplicar`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -5437,12 +6162,9 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "Reporte de trazabilidad de los lotes y números de serie." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 msgid "Use serial numbers to track products" @@ -6205,6 +6927,12 @@ msgstr "" "ese número de serie y todas las operaciones que se hacen con es número de " "serie." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "Envío y recepción" @@ -6677,7 +7405,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "Crear una orden de venta" @@ -8431,7 +9159,7 @@ msgstr "Recibir bienes directamente (1 paso)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "Crea una orden de compra" @@ -8452,7 +9180,7 @@ msgstr "" "quede como una nueva orden de compra. " #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -8537,11 +9265,11 @@ msgstr "" "estado del documento cambiará a :guilabel:`Hecho`, y así completar el " "proceso de recepción en un paso. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "Entregar bienes directamente (1 paso)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -8556,7 +9284,7 @@ msgstr "" "las líneas de la orden y haga clic en :guilabel:`Confirmar` para finalizar " "la cotización como una orden de ventas. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -8572,7 +9300,7 @@ msgstr "" "El botón inteligente de entrega aparecerá después de que se confirmó la " "orden de ventas. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -8589,12 +9317,12 @@ msgstr "" "Botón inteligente de 1 Por procesar en la tarjeta kanban de Ordenes de " "entrega." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "Procesar la entrega" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -8606,7 +9334,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "Valide la orden de entrega." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -9098,55 +9826,46 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " -"goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " +"goods in input, then quality and then stock (3 steps)` for " +":guilabel:`Incoming Shipments`." msgstr "" -"Luego, necesita configurar el almacén para las recepciones en tres pasos. " -"Vaya a :menuselection:`Inventario --> Configuración --> Almacenes` y haga " -"clic en :guilabel:`Editar` para editar el almacén. Después, seleccione " -":guilabel:`Recibir artículos en la ubicación de entrada, trasladar a control" -" de calidad, y luego llevar a existencias (3 pasos)` para los " -":guilabel:`envíos entrantes`. :guilabel:`Guarde` los cambios. " #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "Establezca los envíos entrantes a recibir en tres pasos. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -"Activar las recepciones y los envíos en tres pasos creará dos nuevas " -"ubicaciones internas: *Ubicación de entrada* (WH/Entrada) y *Control de " -"calidad* (WH/Control de calidad). Para cambiar el nombre de estas " -"ubicaciones, vaya a :menuselection:`Configuración --> Ubicaciones`, " -"seleccione la :guilabel:`ubicación` que desea modificar, haga clic en " -":guilabel:`Editar`, actualice el nombre y, por último, haga clic en " -":guilabel:`guardar`. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -"Procesar una recepción en tres pasos (entrada + calidad + existencias)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -"Cree una nueva cotización en la aplicación :menuselection:`Compra`. Haga " -"clic en :guilabel:`Crear`, seleccione un :guilabel:`proveedor`, agregue un " -":guilabel:`producto` almacenable y haga clic en :guilabel:`Confirmar orden`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " @@ -9156,11 +9875,11 @@ msgstr "" " derecha, estará asociada a una orden de compra. Al hacer clic en el botón " "inteligente de :guilabel:`Recepción`, aparecerá la orden de recepción. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "Procesar una recepción " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -9180,7 +9899,7 @@ msgstr "" "El estado de los tres traslados de recepción mostrará cuál de las operaciones está lista y \n" "cuáles esperan otra operación. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -9195,7 +9914,7 @@ msgstr "" "pueden procesar hasta que el paso que se debe completar primero antes de " "cada movimiento esté completado. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -9209,7 +9928,7 @@ msgstr "" " :guilabel:`Listo` solo después de que el traslado hacia calidad se haya " "marcado como :guilabel:`Hecho`. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -9225,7 +9944,7 @@ msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" "Una recepción lista para procesarse en la vista kanban de Inventario " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -9243,11 +9962,11 @@ msgstr "" "Valide la recepción haciendo clic en validar y el producto se transferirá a la \n" "ubicación de WH/Calidad. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "Procesar un traslado a Control de calidad" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -9262,7 +9981,7 @@ msgstr "" "Por procesar` en la tarjeta kanban de :guilabel:`Traslados internos`." " " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -9284,11 +10003,11 @@ msgstr "" "Valide el traslado interno para mover el artículo a la ubicación de Control " "de calidad. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "Procesar un traslado a existencias" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -9302,7 +10021,7 @@ msgstr "" "procesar` en la tarjeta kanabn de :guilabel:`Transferencias internas`." " " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -11652,6 +12371,173 @@ msgstr "" "Una vez seleccionados todos los productos, haga clic en :guilabel:`validar` " "para marcar el traslado por lotes como :guilabel:`Hecho`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "Flujo" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "Preparación de varios pedidos" @@ -11837,6 +12723,7 @@ msgstr "" "antes de que se trasladen a la caja de envío en la ubicación de salida. " #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr ":ref:`Paquetes `" @@ -12594,6 +13481,626 @@ msgstr "Ya que realizó todos los cambios, guárdelos. " msgid ":doc:`../inventory_management/count_products`" msgstr ":doc:`../inventory_management/count_products`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "2" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "1" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "Fecha de vencimiento" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "Dos lotes reservados para una orden de venta con la estrategia PEPS." + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" +"Las operaciones detalladas muestran qué lotes se están seleccionando para la" +" recolección." + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "Consignación: compra y venta de mercancía sin que le pertenezca" @@ -13202,68 +14709,103 @@ msgstr "" "Uso de categorías de almacenamiento en varias reglas de almacenamiento." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" -msgstr "Estrategias de remoción (PEPS, UEPS, LIFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 -msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +msgid "Removal strategies" msgstr "" -"Para las empresas con almacenes, las **estrategias de remoción** determinan " -"qué productos se toman del almacén y en qué momento. Por lo general, se " -"deben definir estas estrategias para operaciones específicas de recolección," -" son útiles para las empresas ya que les ayudan a seleccionar los mejores " -"productos, optimizar la distancia que los trabajadores deben recorrer al " -"recolectar artículos para las ordenes y con fines de control de calidad, " -"como mover productos que tienen fechas de vencimiento." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -"Normalmente, las *estrategias de remoción* se definen en las operaciones de " -"recolección para seleccionar los mejores productos y así optimizar la " -"distancia para el trabajador, con fines de control de calidad, o para mover " -"primero los productos con la fecha de caducidad más próxima." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" -"Cuando es necesario mover algún producto, Odoo encuentra los productos " -"disponibles que se pueden asignar al traslado. La forma en la que Odoo hace " -"esto depende de la :guilabel:`estrategia de remoción` que se definió en la " -":guilabel:`categoría de producto` o en el tablero de :guilabel:`ubicación`." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 -msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "Basado en" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 +msgid "" +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" -"Para cambiar la :guilabel:`estrategia de remoción`, vaya a la aplicación " -":menuselection:`Inventario --> Configuración --> Ubicaciones` o " -":menuselection:`Categorías de productos`. Haga clic en una " -":guilabel:`ubicación` o :guilabel:`categoría de producto` y luego haga clic " -"en :guilabel:`editar`. Cambie la categoría de producto a :guilabel:`Forzar " -"estrategia de remoción` o la ubicación de :guilabel:`estrategia de " -"remoción`, para esto debe hacer clic en el menú desplegable y seleccionar la" -" estrategia necesaria. Por último, haga clic en :guilabel:`Guardar`." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 msgid "" @@ -13273,946 +14815,206 @@ msgstr "" "Cambiar a Forzar estrategia de remoción en las categorías de los productos o" " en las ubicaciones." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "¿Qué sucede dentro del almacén?" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -"La mayoría de los almacenes comparten las mismas áreas importantes, cuentan " -"con muelles de recepción y áreas de clasificación, ubicaciones de " -"almacenamiento, áreas de recolección y embalaje así como muelles de envío o " -"de carga. Si bien todos los productos que entran o salen del almacén pueden " -"pasar por todos estos lugares en algún momento, las estrategias de remoción " -"pueden modificar qué productos se toman, de dónde y cuándo." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" -"En el siguiente ejemplo, los camiones de los proveedores descargan palés de " -"mercancías en los muelles de recepción. Luego, los operadores escanean los " -"productos en el área correspondiente, con su fecha de recepción y de " -"vencimiento. Después de esto, se encargan de almacenar los productos en sus " -"respectivas ubicaciones." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" -"No todos los productos cuentan con fechas de vencimiento, pero en el caso " -"particular para este ejemplo sí las hay." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" -"Productos que ingresan a las existencias a través del área de recepción." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." -msgstr "" -"Con Odoo tiene la posibilidad de recibir productos. Vaya a la aplicación " -":menuselection:`Inventario` y, en la vista kanban, haga clic en el botón " -":guilabel:`Recibos` o :guilabel:`# POR PROCESAR` . En el tablero de " -":guilabel:`recibos` debe buscar y hacer clic en una recepción individual, " -"esto abrirá el formulario de admisión al almacén. Haga clic en " -":guilabel:`Editar` y luego introduzca la cantidad recibida en la columna " -":guilabel:`Hecho`. Para finalizar, debe :guilabel:`validar` esto para " -"recibir los productos y registrarlos en su base de datos de Odoo." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -"Con la aplicación *Código de barras* de Odoo también puede recibir " -"productos. Vaya a la aplicación, escanee los productos, actualice la " -"cantidad y, por último, haga clic en :guilabel:`Validar`. Después de recibir" -" los productos con Odoo, puede trasladarlos a sus respectivos lugares de " -"almacenamiento." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -"Con el mismo ejemplo como referencia, ahora imagine que se hacen varias " -"órdenes de ventas para los productos que acaban de recibir y que tienen " -"fechas de vencimiento. En este ejemplo, los productos no se recibieron el " -"mismo día y no tienen la misma fecha de caducidad. En esta situación, por " -"sentido común, lo mejor sería enviar productos con la fecha de vencimiento " -"más cercana, en lugar de enviar aquellos que recibió primero o al último. " -"Mediante la estrategia de remoción que se configuró para esos productos (en " -"este ejemplo, ref:`PEPS `), Odoo genera un traslado para los " -"productos con la fecha de vencimiento más cercana al área de recolección, " -"luego el área de empaquetado, y, para terminar, a los muelles de envío para " -"que se pueda entregar al cliente." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -"Productos que se empaquetan en el área correspondiente para prepararlos para su envío, se consideran las fechas de\n" -"vencimiento." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -"Para recolectar estos productos y entregarlos, puede encontrar el número de " -"lote o serie del producto en el formulario de traslado. Para obtener más " -"información sobre recolecciones y envíos, consulte la documentación sobre la" -" :ref:`entrega en dos pasos ` o la " -":ref:`entrega en tres pasos `." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" -msgstr "Funcionamiento de cada estrategia de remoción" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" +msgstr "PEPS" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" msgstr "" -"Las estrategias de remoción determinan qué productos se toman del almacén " -"cuando se confirman las órdenes." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "Primeras entradas, primeras salidas (PEPS)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" msgstr "" -"Al utilizar la estrategia :guilabel:`primeras entradas, primeras salidas " -"(PEPS o FIFO, por sus siglas en inglés)`, la demanda de algunos productos " -"activa una regla de remoción, esta solicita un traslado del número de lote o" -" de serie que ingresó primero a sus existencias (es decir, que ha estado " -"allí durante más tiempo)." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." -msgstr "" -"Por ejemplo, imagine que hay tres lotes de clavos en el almacén con los " -"números de lote `00001`, `00002` y `00003`. Cada uno tiene cinco cajas de " -"clavos." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 -msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" -"El lote `00001` entró a las existencias el 23 de mayo, el lote `00002` entró" -" el 25 de mayo y el lote `00003` entró el 1 de junio. Un cliente ordena seis" -" cajas el 11 de junio." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." -msgstr "" -"Con la estrategia de remoción :abbr:`PEPS (Primeras entradas, primeras " -"salidas)` la solicitud de traslado tomará las cinco cajas del lote `00001` " -"primero y luego las del lote `00002`, ya que el lote `00001` ingresó primero" -" a las existencias. La caja del lote `00002` se toma después porque tiene la" -" fecha de recepción más antigua después del lote `00001`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." -msgstr "" -"Las operaciones detalladas para el traslado muestran los lotes de clavos que" -" deben tomarse." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "Últimas entradas, primeras salidas (UEPS)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 -msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." -msgstr "" -"De forma similar al método :abbr:`PEPS (Primeras entradas, primeras " -"salidas)`, la estrategia de remoción :guilabel:`Últimas entradas, primeras " -"salidas (UEPS)` mueve productos según la fecha en que ingresaron a las " -"existencias de un almacén. Sin embargo, en lugar de tomar las existencias " -"disponibles que tienen mayor antigüedad, se toman las más **recientes**." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 -msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." -msgstr "" -"Cada que se realiza una orden de productos con el método :abbr:`UEPS " -"(Últimas entradas, primeras salidas)`, se crea un traslado para el número de" -" lote o serie que entró más recientemente a las existencias (el **último** " -"número de lote o serie que ingresó al inventario del almacén)." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." -msgstr "" -"En muchos países, la estrategia de remoción :abbr:`UEPS (Últimas entradas, " -"primeras salidas)` está prohibida, ya que ésta podría causar que los " -"clientes reciban productos antiguos, caducados u obsoletos." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 -msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." -msgstr "" -"Por ejemplo, imagine que hay tres lotes de cajas de tornillos en el almacén " -"con los números de lote `10001`, `10002` y `10003`. Cada uno tiene diez " -"cajas." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 -msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" -"El lote `10001` entró a las existencias el 1 de junio, el lote `10002` entró" -" el 3 de junio y el lote `10003` entró el 6 de junio. Un cliente ordena " -"siete cajas el 8 de junio." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." -msgstr "" -"Con la estrategia de remoción :abbr:`UEPS (Últimas entradas, primeras " -"salidas)` se solicitó un traslado de siete cajas de tornillos del lote " -"`10003`. Ese lote es el último que ingresó a las existencias." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" -"Las operaciones detalladas muestran qué lotes se están seleccionando para la" -" recolección." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" -msgstr "Primero en expirar, primero en salir (FEFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 -msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." -msgstr "" -"Mientras que los métodos :abbr:`PEPS (Primeras entradas, primeras salidas)` " -"y :abbr:`UEPS (Últimas entradas, primeras salidas)` toman productos para su " -"remoción según la fecha de entrada al almacén, el método :guilabel:`Primero " -"en expirar, primero en salir (FEFO)` toma productos para su remoción según " -"sus fechas de vencimiento asignadas." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" -"Al utilizar la estrategia de remoción :abbr:`FEFO (Primero en expirar, " -"primero en salir)`, cada orden de venta que incluye productos con esta " -"estrategia asignada garantiza que se soliciten traslados para productos con " -"la fecha de vencimiento más cercana a la fecha de la orden." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" -"Por ejemplo, imagine que hay tres lotes de cajas de seis huevos, además " -"tienen los números de lote `20001`, `20002` y `20003`. Cada uno tiene cinco " -"cajas." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" -"El lote `20001` ingresó a las existencias el 1 de julio y caduca el 15 de " -"julio, el lote `20002` ingresó el 2 de julio y caduca el 14 de julio, y el " -"lote `20003` ingresó el 3 de julio y caduca el 21 de julio. Un cliente " -"realiza una orden de seis cajas el 5 de julio." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." -msgstr "" -"Se solicita un traslado para las cinco cajas del lote `20002` y una del lote" -" `20001` con el método :abbr:`FEFO (Primero en expirar, primero en salir)`. " -"Todas las cajas del lote `20002` se trasladan porque tienen la fecha de " -"caducidad más próxima. Este traslado también solicita una caja del lote " -"`20001` porque tiene la fecha de caducidad más cercana después del lote " -"`20002`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." -msgstr "" -"Las operaciones detalladas para el traslado muestran los lotes que deben " -"tomarse." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "Uso de las estrategias de remoción" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 -msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." -msgstr "" -"Para diferenciar las unidades de algunos productos de otras, debe " -"rastrearlas. Puede hacerlo por :guilabel:`número de lote` o :guilabel:`de " -"serie`. Vaya a :menuselection:`Inventario --> Configuración --> Ajustes` y " -"active las funciones :guilabel:`ubicación de almacenamiento`, " -":guilabel:`rutas multietapa` y :guilabel:`números de lote y de serie`. Haga " -"clic en el botón correspondiente para :guilabel:`guardar` los cambios." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." -msgstr ":alt: Ajustes de trazabilidad." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr ":alt: Ajustes del almacén." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 -msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." -msgstr "" -"Para usar la estrategia de remoción :abbr:`FEFO (Primero en expirar, primero" -" en salir)` también debe habilitar los ajustes correspondientes a las " -":guilabel:`fechas de caducidad`. Para hacerlo, vaya a la aplicación " -":menuselection:`Inventario --> Configuración --> Ajustes`, diríjase a la " -"sección :guilabel:`Trazabilidad` y haga clic en la casilla junto a " -":guilabel:`Fechas de vencimiento`. Recuerde hacer clic en el botón " -":guilabel:`Guardar`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 -msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" -"También puede definir estrategias de remoción específicas en categorías de " -"productos. Para hacer esto, vaya a la aplicación :menuselection:`Inventario " -"--> Configuración --> Categorías de producto` y elija una para definir la " -"estrategia correspondiente. Elija una estrategia de remoción en el campo " -":guilabel:`Forzar estrategia de remoción`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" -"La estrategia *primero en expirar, primero en salir* (FEFO, por sus siglas " -"en inglés) es distinta a las dos estrategias anteriores. Para :abbr:`FEFO " -"(primero en expirar, primera salida, por sus siglas en inglés)`, lo que " -"importa es la fecha de expiración y no la fecha de ingreso a las " -"existencias." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" -"Por ejemplo, imagine que hay tres lotes de cajas con seis huevos (en este " -"caso específico, no olvide usar las :doc:`unidades de medida " -"`)." -" Esos tres lotes tienen los siguientes números: :guilabel:`20001`, " -":guilabel:`20002` y :guilabel:`20003`, cada uno con cinco cajas." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" -":guilabel:`20001` ingresó a las existencias el 1 de julio y expira el 15 de " -"julio, :guilabel:`20002` ingresó el 2 de julio y expira el 14 de julio, y " -":guilabel:`20003` ingresó el 4 de julio y expira el 21 de julio. Un cliente " -"ordena seis cajas el 5 de julio. Si selecciona la estrategia :abbr:`FEFO " -"(primero en expirar, primero en salir, por sus siglas en inglés)`, se " -"solicita un traslado para las cinco cajas de :guilabel:`20002` y una de " -":guilabel:`20001`. El traslado de todas las cajas en el lote " -":guilabel:`20002` se debe a que tiene la fecha de expiración más próxima. El" -" traslado también solicita una caja de :guilabel:`20001`, pues tiene la " -"fecha de expiración más próxima después de :guilabel:`20002`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" -"Básicamente, para cada orden de venta de un producto con la estrategia " -":abbr:`FEFO (primero en expirar, primero en salir, por sus siglas en " -"inglés)`, se solicita un traslado del producto que tiene la fecha de " -"expiración más próxima a la fecha de la orden." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 msgid "Closest Location" msgstr "Ubicación más cercana" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" -"La estrategia de *ubicación más cercana* es muy distinta a las demás " -"estrategias de remoción. No se relaciona con la fecha de ingreso al almacén," -" sino con la ubicación del producto, pues suele utilizarse para los " -"productos que no se deterioran con el tiempo." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 +msgid "Least Packages" +msgstr "Paquetes más pequeños" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" -"El objetivo es evitar que el trabajador tenga que buscar en lo más profundo " -"del almacén cuando el producto también se ubica en una ubicación cercana. " -"Este método solo está disponible si el ajuste :guilabel:`ubicaciones de " -"almacenamiento` está activado. De hecho, la ubicación más cercana es la que " -"aparece primero en orden alfabético." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "Lotes y números de serie" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "Utilizar estrategias de remoción" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "Paquetes" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 +msgid "" +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" -"Para diferenciar algunas unidades de otras, debe rastrearlas. Puede hacerlo " -"por *número de lote* o *de serie*. Vaya a :menuselection:`Inventario --> " -"Configuración --> Ajustes` y active las funciones :guilabel:`ubicación de " -"almacenamiento`, :guilabel:`rutas multietapa` y :guilabel:`números de lote y" -" de serie`." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "Estrategia de retirada de una categoría de productos." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." +msgid "Enable lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 +msgid "" +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 +msgid "" +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 +msgid "Locations and routes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 +msgid "" +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 +msgid "" +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" -"Si desea ver todos los productos con lotes o números de serie asignados, " -"vaya a la aplicación :menuselection:`Inventario --> Productos -->Números de " -"lote o serie`. Esto muestra una página con menús desplegables de todos los " -"productos con números de lote o serie asignados, filtrados por *producto* de" -" forma predeterminada. Para cambiar la categoría por la que se filtran estos" -" productos, haga clic en :guilabel:`Producto` (en la barra de búsqueda, en " -"la parte superior derecha de la página) para eliminar el filtro " -"predeterminado y seleccione un nuevo filtro si lo desea." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." +msgid "Enable the locations and route features." msgstr "" -"Haga clic en los productos y luego en los números de lote o serie para ver " -"todos los productos con dichos números de lote o serie." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" -"Si desea ver los números de serie seleccionados para una orden de venta, " -"vaya a la aplicación :guilabel:`Ventas` y seleccione la orden de venta " -"correspondiente. Dentro de la orden de venta, haga clic en el botón " -"inteligente :guilabel:`Entrega` ubicado en la esquina superior derecha. Vaya" -" a la pestaña :guilabel:`Operaciones` y haga clic en el icono :guilabel:`⦙≣ " -"(Operaciones detalladas)` que aparece en el extremo derecho del producto. Se" -" abrirá la ventana :guilabel:`Operaciones detalladas`, que muestra los " -"números de lote o serie seleccionados para ese producto específico en la " -"orden de entrega." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "PEPS (Primeras entradas, primeras salidas)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" -"La estrategia de remoción :abbr:`PEPS (primeras entradas, primeras salidas)`" -" implica que los productos que entran primero en el almacén se retiran " -"primero. Las empresas deberían utilizar este método si venden productos con " -"ciclos de demanda cortos, como ropa, para asegurarse de que no se quedan con" -" estilos obsoletos en existencias." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" -"Por ejemplo, imagine que tenemos tres lotes de camisas blancas. Las camisas " -"pertenecen a la categoría *Todo/Ropa* y se ha establecido *PEPS* como " -"estrategia de remoción. En el :guilabel:`Reporte de valoración de " -"inventario`, se enumeran los tres recibos diferentes con sus importes." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." +msgid "Enable expiration dates feature for FEFO." msgstr "" -"Vista de los lotes de camisas blancas en el reporte de valoración del " -"inventario." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." msgstr "" -"El lote `000001` contiene cinco camisas, `000002` contiene tres y `000003` " -"contiene dos." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" -"Si desea ver cómo funciona la estrategia de remoción, vaya a la aplicación " -":menuselection:`Ventas` y haga clic en :guilabel:`crear` para crear una " -"orden de ventas. Seleccione un :guilabel:`cliente` del menú desplegable y " -"haga clic en :guilabel:`añadir producto` en la pestaña :guilabel:`líneas de " -"la orden`. Seleccione un producto (para este ejemplo, :guilabel:`camisa " -"blanca`) en el menú desplegable, o escriba el nombre del producto en el " -"campo. Introduzca una cantidad (para este ejemplo, `6.00`) en el campo " -":guilabel:`cantidad`, haga clic en :guilabel:`guardar` y, a continuación, " -"haga clic en :guilabel:`confirmar`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" -"Una vez que se confirme la orden de venta, se creará la orden de entrega " -"vinculada a la preparación de pedidos y se reservarán los números de lote " -"más antiguos gracias a la estrategia PEPS. Se seleccionaran las cinco " -"camisas del lote `000001` y una del lote `000002` para enviarlas al cliente." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "Dos lotes reservados para una orden de venta con la estrategia PEPS." +msgid "Enable the packages feature." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "UEPS (Últimas entradas, primeras salidas)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -"La estrategia de remoción :abbr:`UEPS (últimas entradas, primeras salidas)` " -"funciona de forma **opuesta** a la estrategia PEPS. Con este método, los " -"productos que se reciben al **último** se retiran primero. Este método se " -"utiliza sobre todo para productos que no tienen una vida útil o que no " -"depender de una fecha de caducidad." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" -"En este ejemplo, hay tres lotes de bloques de cemento. Los bloques forman " -"parte de la categoría *todos/materiales de construcción*, donde se establece" -" *PEPS* como estrategia de remoción. En el :guilabel:`Reporte de valoración " -"del inventario`, se enumeran los tres recibos diferentes con las cantidades." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" -"Vista de los lotes de bloques de cemento en el reporte de valoración del " -"inventario." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" -"El lote `000020` contiene tres bloques de cemento, el lote `000030` cinco y " -"el lote `0000400` cuatro." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" -"Si desea ver cómo funciona la estrategia UEPS primero vaya a la aplicación " -":menuselection:`Inventario --> Configuración --> Categorías de producto`, y " -"seleccione una categoría de producto (para este ejemplo, la categoría " -":guilabel:`todo/materiales de construcción`) a editar. Cuando haga esto " -"podrá ver un formulario de categoría de producto." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" -"Una vez que esté en el formulario de categoría de producto, vaya a la " -"sección :guilabel:`logística` y :guilabel:`fuerce la estrategia de remoción`" -" a :guilabel:`UEPS`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "Estrategia UEPS establecida como estrategia de remoción." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" -"Si desea ver cómo funciona la estrategia de remoción, vaya a la aplicación " -":menuselection:`Ventas` y haga clic en :guilabel:`crear` para crear una " -"orden de venta. A continuación, seleccione un :guilabel:`cliente` del menú " -"desplegable. Haga clic en :guilabel:`agregar producto` en la pestaña " -":guilabel:`líneas de la orden`, seleccione un producto (para este ejemplo, " -":guilabel:`bloque de cemento`) del menú desplegable o escriba el nombre del " -"producto en el campo. Ingrese una cantidad (para este ejemplo, `5.00`) en el" -" campo :guilabel:`cantidad`, haga clic en :guilabel:`guardar`, y después en " -":guilabel:`confirmar`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" -"Una vez que se confirme la orden de venta, se creará la orden de entrega y " -"se vinculará a la preparación de pedidos. La estrategia UEPS hará que se " -"reserven los números de lote más nuevos. Se seleccionarán los cuatro bloques" -" de cemento del lote `0000400` y uno del lote `000030` para enviarlos al " -"cliente." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "Dos lotes reservados para una venta con la estrategia UEPS." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "FEFO (primero en expirar, primero en salir)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" -"La estrategia de remoción PCPS (primeros en caducar, primeros en salir) es " -"diferente a las estrategias PEPS y UEPS porque se enfoca en eliminar " -"productos según sus **fechas de caducidad** en lugar de las fechas de " -"recepción en el almacén. Este método permite que primero salgan los " -"productos que estén más cerca de caducar. Este método se utiliza para " -"productos perecederos, como medicamentos, alimentos y productos de belleza." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" -"Los lotes se eligen según su fecha de remoción, desde la más cercana hasta " -"la más lejana. Las fechas de remoción indican cuántos días *antes* de la " -"fecha de caducidad se debe retirar el producto de existencias. La fecha de " -"remoción se establece en el formulario del producto. Los lotes sin fecha de " -"remoción definida se eligen después de los lotes con fechas de remoción." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" -"Si los productos no se retiran de existencias cuando deberían, es posible " -"que se usen los lotes caducados para las órdenes de entrega." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" -"Si desea obtener más información sobre las fechas de expiración, consulte el" -" documento :doc:`fechas de expiración " -"<../../product_management/product_tracking/expiration_dates>` ." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" -"Primero, vaya a la aplicación :menuselection:`Inventario --> Configuración " -"--> Ajustes` y asegúrese de que las :guilabel:`fechas de expiración` estén " -"habilitadas. Una vez que la configuración de las \"fechas de expiración\" " -"estén habilitada, es posible definir diferentes fechas de caducidad para " -"productos individuales, así como para números de lote que contengan muchos " -"productos." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" -"En este ejemplo, hay tres lotes de crema de manos. Las cremas son de la " -"categoría *todo/salud y belleza*, donde se establece *PCPS* como estrategia " -"de remoción. En el :guilabel:`reporte de valoración del inventario`, se " -"enumeran los tres recibos diferentes con las cantidades." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" -"El lote `0000001` contiene veinte tubos de crema de manos con fecha de " -"caducidad el 30 de septiembre; el lote `0000002` contiene diez tubos de " -"crema de manos, con fecha de caducidad el 30 de noviembre; y el lote " -"`0000003` contiene diez tubos de crema de manos, con fecha de caducidad el " -"31 de octubre." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" -"Vista de los números de lote y las fechas de caducidad de las cremas de " -"manos en el reporte de inventario." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" -"Las fechas de caducidad se pueden ingresar al validar los productos " -"recibidos, o configurar en los productos desde la aplicación " -":menuselection:`Inventario --> Productos --> Números de lote o serie`. Haga " -"clic en :guilabel:`crear`, ingrese el número de serie y seleccione el " -"producto del menú desplegable. Después seleccione la fecha de caducidad en " -"la pestaña :guilabel:`fechas`. No olvide :guilabel:`guardar`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "Vista de la fecha de remoción para 0000001." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" -"Si desea ver cómo funciona la estrategia PCPS, vaya a la aplicación " -":menuselection:`Inventario --> Configuración --> categorías de producto` y " -"seleccione una categoría de producto (en este ejemplo, la categoría " -":guilabel:`todo/salud y belleza`) para editar. Cuando haga esto podrá ver un" -" formulario de categoría de producto." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" -"Una vez en el formulario de categoría de producto, en la sección " -":guilabel:`logística` y :guilabel:`fuerce la estrategia de remoción` a " -":guilabel:`PCPS`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" -"La estrategia de remoción PCPS establecida en la categoría de producto." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" -"Lo siguiente es ir a la aplicación :menuselection:`Ventas` y haga clic en " -":guilabel:`crear` para crear una orden de venta. A continuación, seleccione " -"un :guilabel:`cliente` del menú desplegable. Haga clic en :guilabel:`agregar" -" producto` en la pestaña :guilabel:`líneas de la orden`, seleccione un " -"producto (para este ejemplo, :guilabel:`crema para manos`) del menú " -"desplegable o escriba el nombre del producto en el campo. Ingrese una " -"cantidad (para este ejemplo, `25.00`) en el campo :guilabel:`cantidad`, haga" -" clic en :guilabel:`guardar`, y después en :guilabel:`confirmar`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" -"Una vez que haya confirmado la orden de venta, se creará la orden de entrega" -" y se vinculará a su recolección. Gracias a la estrategia Primero en " -"expirar, primero en salir se reservarán los números de lote que caducan " -"primero. Se seleccionarán los veinte tubos de crema de manos del lote " -"`0000001` y cinco del lote `0000003` para enviarlos al cliente. Esta " -"información se describe en la pestaña :guilabel:`Operaciones detalladas` en " -"la orden de venta." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." -msgstr "" -"Números de lote de crema de manos seleccionados para la orden de venta." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 msgid "Sell stock from multiple warehouses using virtual locations" @@ -14863,10 +15665,6 @@ msgstr "" ":ref:`Usar distintas unidades de medida " "`" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "Paquetes" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -16728,23 +17526,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" -":guilabel:`Estrategia de remoción`: la :ref:`estrategia " -"` que indica cómo deben tomarse los " -"artículos del inventario." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "El formulario para crear una nueva ubicación." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "Crear jerarquías de ubicación" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -16758,7 +17553,7 @@ msgstr "" "cada una de ellas puede tener varias ubicaciones dentro, lo que permite la " "creación de una estructura jerárquica casi infinita." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " @@ -16768,7 +17563,7 @@ msgstr "" " pasillo, que se encuentra dentro de una sala, que se encuentra dentro del " "almacén general." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -20892,13 +21687,10 @@ msgstr "Gestionar listas de materiales para variantes de productos" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" -"Odoo permite utilizar una lista de materiales (LdM) para múltiples variantes" -" del mismo producto. Tener una LdM consolidada para un producto con " -"variantes ahorra tiempo ya que no es necesario administrar varias listas de " -"materiales." #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 msgid "Activate product variants" @@ -20906,50 +21698,169 @@ msgstr "Activar variantes de producto" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" -"Si desea activar las variantes, vaya a :menuselection:`Inventario --> " -"Configuración --> Ajustes --> Productos` y active la opción " -":guilabel:`Variantes`, luego haga clic en :guilabel:`Guardar` para aplicar " -"la configuración. Para obtener más información sobre la configuración de " -"variantes de productos consulte :doc:`esta página " -"<../../../sales/sales/products_prices/products/variants>`." #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "Seleccionar \"Variantes\" desde los ajustes de la aplicación Inventario." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "Aplicar componentes de LdM a las variantes de producto" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" -"Cree una nueva LdM o edite una existente, vaya :menuselection:`Fabricación " -"--> Productos --> Lista de materiales` y luego haga clic en " -":guilabel:`Editar`. La opción :guilabel:`Aplicar en variantes` para asignar " -"componentes a variantes de producto específicas en la LdM estará disponible " -"una vez que se activan las :guilabel:`variantes` desde la aplicación " -":guilabel:`Inventario`. Si no es visible de forma inmediata, active este " -"campo desde el menú de opciones adicionales." #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "Opción \"Aplicar en variantes\" en el menú de opciones adicionales." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " @@ -20959,22 +21870,152 @@ msgstr "" " producto se utilizan componentes sin variantes especificadas. El mismo " "principio aplica cuando se configuran operaciones y subproductos." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" -"Cuando se definen LdM de variantes por asignación de componentes, se debe " -"dejar en blanco el campo :guilabel:`Variante del producto` en la sección " -"principal de la LdM como se muestra a continuación. Este campo se utiliza " -"solo cuando se crea una lista de materiales específicamente para una " -"variante de producto." + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." -msgstr "Aplicar componentes a multiples variantes." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 msgid "Scrap during manufacturing" @@ -21799,10 +22840,6 @@ msgstr "" "**B** en el precio del subcontratista **s** y elimine los productos *B* de " "la *LdM*." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "Trazabilidad" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/es/LC_MESSAGES/productivity.po b/locale/es/LC_MESSAGES/productivity.po index f17179505..c3c58b584 100644 --- a/locale/es/LC_MESSAGES/productivity.po +++ b/locale/es/LC_MESSAGES/productivity.po @@ -24,7 +24,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Patricia Gutiérrez Capetillo , 2023\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" @@ -11219,22 +11219,21 @@ msgstr "" #: ../../content/applications/productivity/to_do.rst:23 msgid "" -"You can create a new to-do on the fly from anywhere in Odoo by clicking the " -"clock button and then :guilabel:`Add a To-Do`." +"You can create a new to-do on the fly from anywhere in Odoo by opening the " +"**command palette tool** with the keyboard shortcut ´ctrl+k´ and clicking " +":guilabel:`Add a To-Do`, or by clicking the clock button and then " +":guilabel:`Add a To-Do`." msgstr "" -"Las :guilabel:`actividades pendientes` se pueden crear desde cualquier parte" -" de Odoo, solo debe hacer clic en el botón con forma de reloj y luego " -"escribir la actividad en el campo correspondiente." #: ../../content/applications/productivity/to_do.rst:0 msgid "Adding a to-do on the fly" msgstr "Agregar una actividad pendiente." -#: ../../content/applications/productivity/to_do.rst:30 +#: ../../content/applications/productivity/to_do.rst:31 msgid "Converting to-dos into project tasks" msgstr "Convertir las actividades pendientes en tareas de proyectos" -#: ../../content/applications/productivity/to_do.rst:32 +#: ../../content/applications/productivity/to_do.rst:33 msgid "" "If you use the :doc:`Project app <../services/project>`, you can convert to-" "dos into project tasks. To do so, open a to-do and click the gear button " @@ -11245,7 +11244,7 @@ msgstr "" "abra una actividad pendiente y haga clic en el botón de engranaje " "(:guilabel:`⚙`), luego en :guilabel:`Convertir a tarea`." -#: ../../content/applications/productivity/to_do.rst:35 +#: ../../content/applications/productivity/to_do.rst:36 msgid "" "Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and " ":guilabel:`Tags`, then click :guilabel:`Convert to Task`. The to-do is now a" @@ -11260,11 +11259,11 @@ msgstr "" msgid "Converting a to-do into a task" msgstr "Convertir las actividades pendientes en tareas" -#: ../../content/applications/productivity/to_do.rst:42 +#: ../../content/applications/productivity/to_do.rst:43 msgid "Managing the to-do pipeline" msgstr "Gestionar el flujo de actividades pendientes" -#: ../../content/applications/productivity/to_do.rst:44 +#: ../../content/applications/productivity/to_do.rst:45 msgid "" "Your assigned **to-dos** are displayed on the app dashboard. You can drag " "and drop a to-do to move it from one stage to another." @@ -11276,7 +11275,7 @@ msgstr "" msgid "Example of a to-do pipeline" msgstr "Ejemplo de un flujo de actividades pendientes." -#: ../../content/applications/productivity/to_do.rst:51 +#: ../../content/applications/productivity/to_do.rst:52 msgid "" "Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to" " create a new stage." @@ -11284,7 +11283,7 @@ msgstr "" "Haga clic en el botón :guilabel:`+ Etapa personal` que se encuentra ubicado " "en la parte izquierda del flujo para crear una nueva etapa." -#: ../../content/applications/productivity/to_do.rst:53 +#: ../../content/applications/productivity/to_do.rst:54 msgid "" "Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, " ":guilabel:`Edit`, or :guilabel:`Delete` it." @@ -11297,11 +11296,11 @@ msgstr "" msgid "Stage settings button" msgstr "Botón de ajustes de la etapa." -#: ../../content/applications/productivity/to_do.rst:60 +#: ../../content/applications/productivity/to_do.rst:61 msgid "Scheduling activities" msgstr "Planificar actividades" -#: ../../content/applications/productivity/to_do.rst:62 +#: ../../content/applications/productivity/to_do.rst:63 msgid "" "To schedule an activity on a to-do, click the clock button on the app " "dashboard, then the :guilabel:`+ Schedule an activity` button." @@ -11316,24 +11315,24 @@ msgstr "" "Programar una actividad desde el tablero de la aplicación Actividades " "pendientes" -#: ../../content/applications/productivity/to_do.rst:68 +#: ../../content/applications/productivity/to_do.rst:69 msgid "To create the activity:" msgstr "Para crear la actividad:" -#: ../../content/applications/productivity/to_do.rst:70 +#: ../../content/applications/productivity/to_do.rst:71 msgid "Select an :guilabel:`Activity Type`." msgstr "Seleccione un :guilabel:`tipo de actividad`." -#: ../../content/applications/productivity/to_do.rst:71 +#: ../../content/applications/productivity/to_do.rst:72 msgid "Select a :guilabel:`Due date`." msgstr "Seleccione una :guilabel:`fecha límite`." -#: ../../content/applications/productivity/to_do.rst:72 +#: ../../content/applications/productivity/to_do.rst:73 msgid "Choose who the activity should be :guilabel:`Assigned to`." msgstr "" "Seleccione a una persona responsable para el campo :guilabel:`Asignar a`." -#: ../../content/applications/productivity/to_do.rst:73 +#: ../../content/applications/productivity/to_do.rst:74 msgid "" "Add a brief :guilabel:`Summary` if needed. You can add a more elaborate " "description in the :guilabel:`Log a note` box." @@ -11341,11 +11340,11 @@ msgstr "" "Si es necesario, agregue un breve :guilabel:`resumen`. También puede agregar" " una descripción más detallada en el cuadro :guilabel:`Registrar una nota`." -#: ../../content/applications/productivity/to_do.rst:76 +#: ../../content/applications/productivity/to_do.rst:77 msgid "Click :guilabel:`Schedule` to complete the action." msgstr "Haga clic en :guilabel:`programar` para completar la acción." -#: ../../content/applications/productivity/to_do.rst:79 +#: ../../content/applications/productivity/to_do.rst:80 msgid "" "The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not " "create a to-do task." @@ -11353,11 +11352,11 @@ msgstr "" "La :guilabel:`actividad pendiente` *no* es una tarea pendiente y " "seleccionarla no creará una tarea pendiente." -#: ../../content/applications/productivity/to_do.rst:82 +#: ../../content/applications/productivity/to_do.rst:83 msgid "Viewing to-dos in the Project app" msgstr "Visualizar las actividades pendientes en la aplicación Proyecto" -#: ../../content/applications/productivity/to_do.rst:84 +#: ../../content/applications/productivity/to_do.rst:85 msgid "" "If you use the :doc:`Project app <../services/project>`, your to-dos also " "appear as private tasks under the :guilabel:`My Tasks` view." @@ -11370,7 +11369,7 @@ msgstr "" msgid "Example of a \"My Tasks\" pipeline in the Project app" msgstr "Ejemplo de un flujo de \"Mis tareas\" en la aplicación Proyecto." -#: ../../content/applications/productivity/to_do.rst:91 +#: ../../content/applications/productivity/to_do.rst:92 msgid "" "A padlock icon is visible on your private tasks to quickly identify them " "among your project tasks." diff --git a/locale/es/LC_MESSAGES/sales.po b/locale/es/LC_MESSAGES/sales.po index a6847ab1e..ec9c73e6f 100644 --- a/locale/es/LC_MESSAGES/sales.po +++ b/locale/es/LC_MESSAGES/sales.po @@ -4,36 +4,34 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Nicole Kist , 2023 # Lina Maria Avendaño Carvajal , 2023 +# Martin Trigaux, 2023 # Jon Perez , 2023 # Josep Anton Belchi, 2023 # Marian Cuadra, 2023 -# Martin Trigaux, 2023 # AleEscandon , 2023 # Vivian Montana , 2023 # José Cabrera Lozano , 2023 -# David Arnold , 2023 # Pablo Rojas , 2023 # Pedro M. Baeza , 2023 # Leonardo J. Caballero G. , 2023 # Aimée Mendoza Sánchez, 2023 -# Braulio D. López Vázquez , 2023 # Jesús Alan Ramos Rodríguez , 2023 -# Wil Odoo, 2023 # Lucia Pacheco, 2023 # Patricia Gutiérrez Capetillo , 2024 # Iran Villalobos López, 2024 # Fernanda Alvarez, 2024 +# Braulio D. López Vázquez , 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Fernanda Alvarez, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -76,25 +74,12 @@ msgstr "Convierta leads en oportunidades" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" -"El sistema puede generar leads en lugar de oportunidades, para agregar un " -"paso de calificación antes de convertir un **lead** en una **oportunidad** y" -" asigne a los vendedores correctos." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" -"Puede activar este modo desde los ajustes de CRM. Esto aplica " -"automáticamente a todos sus canales de venta. Puede hacerlo específico para " -"canales en especiales desde la configuración de formulario." - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -119,103 +104,201 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "Configuración" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -"Para activar esta función vaya a :menuselection:`CRM --> Configuración --> " -"Ajustes`" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." msgstr "" -"Podrá ver un nuevo submenú en el menú de *Leads* donde se agregarán los " -"nuevos." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "Convierta un lead en una oportunidad" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -"Al hacer clic en un *lead* tendrá la opción de convertirlo en una " -"oportunidad y podrá decidir si todavía quiere que se le asigne a el mismo " -"canal/persona y si necesita crear un cliente nuevo." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -"Si ya tiene una oportunidad con ese cliente, Odoo le ofrecerá fusionar ambas" -" oportunidades automáticamente. De la misma manera, Odoo automáticamente le " -"ofrecerá vincularlo a un cliente existente." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" -msgstr "Fusionar oportunidades" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" -"Odoo también le propondrá fusionar ambas oportunidades si cuentan con la " -"misma dirección de correo. Al fusionar las oportunidades, Odoo pasa la " -"información a la oportunidad que se creó primero y le da prioridad a la " -"información presente en la primera oportunidad." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -"No se pierde información: los datos de la otra oportunidad se registran en " -"el chatter y en los campos de información para que pueda acceder a ellos sin" -" problemas." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -"Si usted mismo encuentra un duplicado, también puede fusionar oportunidades " -"o leads incluso si el sistema no se lo propone." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -"Así lo puede hacer desde la vista de lista. Seleccione las oportunidades o " -"los leads que quiere fusionar y aparecerá un botón de acción. Después, puede" -" seleccionar fusionarlos." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." -msgstr "También es posible fusionar más de 2 oportunidades o leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." +msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" @@ -621,6 +704,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Precio" @@ -9223,20 +9307,17 @@ msgid "Rental" msgstr "Alquiler" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" -"La aplicación **Alquiler de Odoo** es una solución exhaustiva para gestionar" -" sus propiedades." #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" -"Desde una única vista, puede enviar cotizaciones, confirmar órdenes, " -"programar alquileres, registrar cuándo se recolectan y devuelven los " -"productos y facturar a sus clientes." #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" @@ -9249,98 +9330,245 @@ msgstr "" "`Tutoriales de Odoo: Alquiler `_" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "Precio de alquiler" - -#: ../../content/applications/sales/rental.rst:22 -msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +msgid "Dashboard" +msgstr "" + +#: ../../content/applications/sales/rental.rst:19 +msgid "" +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" -"Vaya a :menuselection:`Alquiler --> Productos`, seleccione o cree un " -"producto y haga clic en la pestaña de *Alquiler* del producto. En *Precio de" -" alquiler* haga clic en *Agregar un precio*. Posteriormente, elija una " -"*unidad* de tiempo (horas, días, semanas, o meses), una *duración*, y un " -"*precio*. Puede agregar tantas líneas de precio como sean necesarias, " -"normalmente para dar descuentos para duraciones de alquiler más largas." #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." msgstr "" -"Ejemplo de la configuración de precios de alquiler en la aplicación Alquiler" -" de Odoo" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" -"En *Reservaciones* puede agregar multas por cualquier *hora extra* o *día " -"extra*. También puede establecer un *tiempo de seguridad*, que se expresa en" -" horas, para hacer que un producto no esté disponible de forma temporal " -"entre dos órdenes de alquiler." #: ../../content/applications/sales/rental.rst:37 -msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." -msgstr "" -"Si desea rentar un producto que se creó fuera de la aplicación Alquiler, no " -"olvide seleccionar la opción de *Se puede rentar*, la cual se encuentra " -"debajo del nombre del producto. Esta opción se selecciona de forma " -"predeterminada cuando crea un producto directamente en la aplicación " -"Alquiler." +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "Ajustes" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "Cálculo" - -#: ../../content/applications/sales/rental.rst:44 +#: ../../content/applications/sales/rental.rst:39 msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" -"Odoo siempre usa dos reglas para calcular el precio de un producto cuando " -"crea una orden de alquiler:" #: ../../content/applications/sales/rental.rst:46 +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:50 +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:52 +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:56 +msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "Reservas" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 msgid "Only one price line is used." msgstr "Solo se utiliza una línea de precio." -#: ../../content/applications/sales/rental.rst:47 +#: ../../content/applications/sales/rental.rst:125 msgid "The cheapest line is selected." msgstr "Se selecciona la línea más barata." -#: ../../content/applications/sales/rental.rst:50 +#: ../../content/applications/sales/rental.rst:128 msgid "Consider the following rental pricing configuration for a product:" msgstr "" "Considere la siguiente configuración de precio de alquiler para un producto:" -#: ../../content/applications/sales/rental.rst:52 +#: ../../content/applications/sales/rental.rst:130 msgid "1 day: $100" msgstr "1 día: $100" -#: ../../content/applications/sales/rental.rst:53 +#: ../../content/applications/sales/rental.rst:131 msgid "3 days: $250" msgstr "3 días: $250" -#: ../../content/applications/sales/rental.rst:54 +#: ../../content/applications/sales/rental.rst:132 msgid "1 week: $500" msgstr "1 semana: $500" -#: ../../content/applications/sales/rental.rst:56 +#: ../../content/applications/sales/rental.rst:134 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" "Un cliente desea rentar este producto por ocho días. ¿Qué precio pagará?" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " @@ -9350,93 +9578,265 @@ msgstr "" " la opción más barata. El cliente tiene que pagar '3 días' tres veces para " "cubrir los ocho días del alquiler, lo que da como resultado $750." -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "Firma del cliente" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" -"Puede solicitar a sus clientes que firmen un acuerdo de alquiler que " -"delimita el arreglo entre usted y sus clientes antes de que recolecten los " -"productos, con el fin de asegurarse de que devuelvan sus productos a tiempo " -"y en su condición original. Para hacerlo, vaya a :menuselection:`Alquiler " -"--> Configuración --> Ajustes`, active la función de *Documentos digitales* " -"y haga clic en *Guardar*." #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "Ajustes de documentos digitales en la aplicación Alquiler de Odoo" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -"Esta función necesita la aplicación :doc:`Firma <../finance/sign>`. Si es " -"necesario, Odoo la instala después de activar los *documentos digitales*." -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -"Una vez que guarde los ajustes de la aplicación, tiene la opción de cambiar " -"el *acuerdo de alquiler* predeterminado en el menú desplegable. Puede elegir" -" cualquier documento que haya subido a la aplicación *Firma*, o puede subir " -"uno nuevo a *Firma* al hacer clic en *Subir plantilla*." -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -"Para solicitar una firma de cliente, seleccione una orden de alquiler " -"confirmada, haga clic en *Firmar documentos*, elija la plantilla de " -"documento y vuelva a hacer clic en *Firmar documentos*. En la siguiente " -"ventana, seleccione su cliente y haga clic en *Firmar ahora* para iniciar el" -" proceso de firma de su cliente. Una vez que se complete el documento, haga " -"clic en *Validar y enviar documento completo*." -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "`Tutoriales de Odoo: Firma `_" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" -msgstr "Recibo de recolección y devolución" - -#: ../../content/applications/sales/rental.rst:96 -msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:252 +msgid "" +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" -"Puede imprimir los recibos y dárselos a sus clientes cuando recolecten o " -"devuelvan sus productos. Para hacerlo, abra cualquier orden de alquiler, " -"haga clic en *Imprimir* y seleccione *Recibo de recolección y devolución*. " -"Odoo generará un PDF con toda la información sobre el estado actual de los " -"artículos alquilados: cuáles se recolectaron, cuándo se espera su " -"devolución, cuáles se devolvieron y posibles costos de retraso del alquiler." #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." msgstr "" -"Imprimir un recibo de recolección y devolución en la aplicación Alquiler de " -"Odoo" #: ../../content/applications/sales/sales.rst:10 msgid "" @@ -9459,64 +9859,54 @@ msgid "Amazon Connector" msgstr "Conector de Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" -msgstr "Funciones del conector de Amazon" +msgid "Amazon Connector features" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" -"El **conector de Amazon** sincroniza las órdenes entre Amazon y su base de " -"datos de Odoo, esto hace que su rutina diaria sea más sencilla. Además, " -"reduce de forma considerable la cantidad de tiempo que pasa en su tablero de" -" la Central de vendedores de Amazon." #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" -msgstr "Funciones compatibles" +msgid "Supported features" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" -msgstr "El conector puede:" +msgid "The Amazon Connector is able to:" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" -"Sincronizar todas las órdenes confirmadas de Amazon a Odoo (tanto FBA como " -"FBM) con los artículos en ellas, lo que incluye:" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" -msgstr "el nombre, descripción y cantidad de producto," +msgid "product name, description, and quantity" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" -msgstr "los costos de envío del producto, y" +msgid "shipping costs for the product" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" -msgstr "el costo de la envoltura de regalo." +msgid "gift wrapping charges" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -"Crear en Odoo cualquier usuario faltante relacionado con la orden (tipos de " -"contacto compatibles: contacto y entrega)." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -"Notificar a Amazon de un envío confirmado en Odoo (FBM) con el fin de " -"cobrar." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." @@ -9524,267 +9914,271 @@ msgstr "" "Sincronizar (Odoo a Amazon) todas las cantidades disponibles de sus " "productos (FBM)." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "Tener varias cuentas de vendedor." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "Tener varios Marketplace por cuenta de vendedor." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "Por Amazon (FBA)" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "Por el comerciante (FBM)" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "**Órdenes**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" -msgstr "Sincroniza órdenes enviadas y canceladas" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "Sincroniza órdenes sin enviar y canceladas" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize unshipped and canceled orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "**Shipping**" msgstr "**Envío**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "Cargos" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "Entrega creada" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "**Gift Wrapping**" msgstr "**Envoltura de regalo**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "Gestionado por Amazon" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" -msgstr "Costos de envoltura de regalo" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" -msgstr "Mensaje del regalo" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "**Gestión de existencias**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "" -"Se crea un movimiento de existencias por artículo de la orden de venta" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "Gestionado por la entrega" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "Cantidad actualizada de productos disponibles de Odoo a Amazon" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "**Confirmación**" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "Notifica a Amazon al confirmar la entrega" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -"Como se menciona con anterioridad, el conector está diseñado para " -"sincronizar los datos de las órdenes. Otras acciones, como la descarga de " -"reportes de cuotas mensuales, gestión de disputas o emisión de reembolsos, " -"se deben gestionar desde Seller Central de Amazon." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" -msgstr "Marketplaces de Amazon compatibles" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" -"El conector de Amazon es compatible con todos sus Marketplaces actuales. Si " -"no aparece en la lista de Amazon puede :ref:`agregarlo `." #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr ":doc:`setup`" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr ":doc:`manage`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" -msgstr "Gestionar órdenes de Amazon en Odoo" +msgid "Amazon order management" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" -msgstr "Sincronización de órdenes" +msgid "Order synchronization" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" -"Las órdenes se obtienen en automático de Amazon y se sincronizan con Odoo en" -" intervalos regulares. La sincronización depende del estado de Amazon: solo " -"se obtienen de Amazon las órdenes cuyo estado haya cambiado desde la última " -"sincronización. Para **FBA** (logística por Amazon), solo se obtienen las " -"órdenes **enviadas** y **canceladas**. Para **FBM** (logística por el " -"comerciante), se hace lo mismo con las órdenes **sin enviar** y " -"**canceladas**. Se crea una orden de venta en Odoo y un cliente por cada " -"orden sincronizada, si todavía no están registrados." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -"Cuando se cancela una orden en Amazon y ya se había sincronizado en Odoo, la" -" orden de venta correspondiente se cancela de forma automática." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -"Para forzar la sincronización de una orden cuyo estado no ha cambiado desde " -"la última sincronización, active el :ref:`modo de desarrollador `, vaya a su cuenta de Amazon y modifique la fecha en " -":menuselection:`Seguimiento de órdenes --> Sincronización de la última " -"orden`. Elija una fecha anterior al último cambio de estado de la orden que " -"desea sincronizar y guarde." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" -"Para sincronizar de inmediato las órdenes de su cuenta de Amazon, cambie al " -":ref:`modo de desarrollador `, diríjase a su cuenta de " -"Amazon y haga clic en **SINCRONIZAR ÓRDENES**. Puede hacer lo mismo con las " -"recolecciones al hacer clic en **SINCRONIZAR RECOLECCIONES**." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "Gestionar entregas en FBM" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" -"Cuando se sincroniza en Odoo una orden **FBM** (logística por el " -"comerciante), se crea una recolección junto a la orden de venta y el " -"cliente. Puede enviar todos los productos que ordenó su cliente a la vez o " -"de forma parcial mediante las órdenes parciales." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" -"Cuando se confirma una recolección relacionada con la orden, se envía una " -"notificación a Amazon que, a su vez, notificará al cliente que la orden (o " -"parte de ella) va en camino." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" -"Amazon requiere que se proporcione una referencia de seguimiento con cada " -"entrega. Debe asignar a un transportista y si el transportista no " -"proporciona la referencia de seguimiento de forma automática, deberá " -"establecer una manualmente. Esto aplica para todos los marketplaces." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" -"Si el transportista que eligió no es compatible con Odoo, puede crear uno " -"con su nombre (por ejemplo, cree un transportista con el nombre " -"`Colissimo`). Este nombre no distingue entre mayúsculas y minúsculas, pero " -"tenga cuidado con los errores, ya que Amazon no los reconocerá." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." -msgstr "" -"Cree un transportista con el nombre `Autoentrega` para informar a Amazon que" -" realiza sus propias entregas. Aún así, debe introducir una referencia de " -"rastreo." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" -"Tenga en cuenta que al cliente se le notifica de la entrega a través de " -"correo electrónico. Además, el transportista y la referencia de rastreo " -"aparecen en el correo electrónico al cliente." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 +msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 msgid "Manage errors when synchronizing deliveries" msgstr "Gestionar los errores al sincronizar las entregas" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " @@ -9797,7 +10191,7 @@ msgstr "" " envíos se marcan con una etiqueta que dice: :guilabel:`Falló la " "sincronización con Amazon`." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " @@ -9808,7 +10202,7 @@ msgstr "" "envío utilizando el botón :guilabel:`Volver a intentar la sincronización con" " Amazon`." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -9830,172 +10224,205 @@ msgstr "" "sincronizar manualmente estos pedidos, o haga clic en :guilabel:`recuperar " "pedido` e introduzca la referencia del pedido de Amazon correspondiente." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "Seguimiento de entregas en FBA" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -"Cuando se sincroniza una orden **FBA** (logística por Amazon) con Odoo, se " -"registra un movimiento de existencias por cada artículo de la orden de venta" -" que esté guardado en su sistema. Los gerentes de inventario pueden " -"encontrar dichos movimientos en :menuselection:`Inventario --> Reportes --> " -"Movimientos de productos`. Recolectan productos en una ubicación de " -"inventario específica con el nombre **Amazon**, esta ubicación representa " -"sus existencias en los almacenes de Amazon y le permite gestionar las " -"existencias de sus productos en el programa FBA." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -"Para seguir sus existencias de Amazon (FBA) en Odoo, puede hacer un ajuste " -"de inventario después de reabastecerlas. También puede activar un " -"reabastecimiento automatizado desde las reglas de reordenamiento en la " -"ubicación de Amazon." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -"La ubicación de Amazon se puede configurar por la cuenta de Amazon que se " -"gestiona en Odoo. Todas las cuentas de la misma empresa utilizan la misma " -"ubicación de forma predeterminada. Sin embargo, es posible seguir las " -"existencias por mercado. Primero, elimine el mercado para el que desea " -"seguir las existencias por separado de la lista de mercados sincronizados. A" -" continuación, cree otro registro para esta cuenta y elimine todos los " -"mercados, excepto el que desea aislar de los demás. Por último, asigne otra " -"ubicación de existencias al segundo registro de su cuenta." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "Emitir facturas y registrar pagos" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "Emitir facturas" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -"No es posible enviar facturas a los clientes de Amazon desde Odoo debido a " -"la política de Amazon de no compartir las direcciones de correo electrónico " -"de los clientes. Sin embargo, puede cargar manualmente las facturas " -"generadas en Odoo al backend de Amazon." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -"Además, para sus clientes B2B, debe obtener el NIF de forma manual desde el " -"backend de Amazon antes de crear la factura en Odoo." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "Registrar pagos" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -"Como los clientes pagan a Amazon como intermediario, es recomendable que " -"cree un diario *bancario* (con el nombre `Pagos de Amazon`, por ejemplo) con" -" una cuenta intermediaria *bancaria y de efectivo* específica." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" -"Amazon realiza un solo pago mensual. Es necesario que, al registrar los " -"pagos, seleccione todas las facturas vinculadas a un solo pago. Utilice el " -":guilabel:`diario` `Pagos de Amazon` y seleccione :guilabel:`Depósito por " -"lote` como :guilabel:`método de pago`. Luego, seleccione todos los pagos " -"generados y haga clic en :menuselection:`Acciones --> Crear pago por lote " -"--> Validar`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -"Se puede hacer lo mismo con las facturas de proveedores de Amazon destinadas" -" a las comisiones. Cuando la cuenta bancaria recibe el saldo al final del " -"mes y los estados de cuenta bancarios se registran, acredite la cuenta " -"intermediaria de Amazon por la cantidad recibida." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" -msgstr "Seguimiento de sus ventas de Amazon en los reportes de ventas" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "Emitir facturas" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -"Al establecer un equipo de ventas en su cuenta en la pestaña de " -"**Seguimiento de órdenes** puede consultar las cifras mediante pocos clics " -"en los reportes de Ventas. Su equipo de ventas de la cuenta se comparte " -"entre todas las cuentas de su empresa de forma predeterminada." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -"Si así lo desea, puede cambiar el equipo de venta de su cuenta por otro para" -" realizar un reporte separado de las ventas de esta cuenta." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -"También puede realizar reportes de rendimiento por marketplace de manera " -"similar. Primero, elimine la plataforma de ventas que desea rastrear por " -"separado de la lista de plataformas sincronizadas. Luego, cree otro registro" -" para esta cuenta y elimine todos los marketplaces, excepto el que aisló de " -"los demás. Por último, asigne otro equipo de ventas a uno de los dos " -"registros de su cuenta." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "Registrar pagos" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr ":doc:`features`" @@ -10319,7 +10746,6 @@ msgstr "" "agregar un nuevo marketplace, siga los siguientes pasos:" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "Active el :ref:`modo de desarrollador `." @@ -10400,180 +10826,1267 @@ msgstr "" msgid "eBay Connector" msgstr "conector con eBay" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "¿Cómo publicar un producto?" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" -msgstr "Publicar sin variaciones" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 +msgid "" +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" -"Para publicar un producto, debe seleccionar el campo **Usar eBay** en un " -"formulario de producto. La pestaña de eBay estará disponible." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" -"Cuando selecciona el campo **Usar la cantidad de existencias**, la cantidad " -"que se establece en eBay será la **cantidad pronosticada** de Odoo." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -"La **plantilla de descripción** le permite usar plantillas para sus " -"publicaciones. La plantilla predeterminada solo usa el campo **Descripción " -"en eBay** del producto. Puede usar HTML dentro de la **plantilla de " -"descripción** y en la **descripción en eBay**." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -"Para poder utilizar imágenes en sus publicaciones, debe agregarlas como " -"**archivos adjuntos** en la plantilla de productos." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "Publicar con variaciones" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" -"El formulario de eBay es distinto cuando selecciona **Usar eBay** en un " -"producto con variaciones y con **precio fijo** como **tipo de publicación**." -" En la bandeja de variantes puede elegir qué variante se publicará en eBay, " -"además de establecer el precio y la cantidad de cada variante." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" -msgstr "Publicar artículos específicos" +msgid "Listing without variation" +msgstr "Publicar sin variaciones" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -"Para agregar características específicas a los artículos, debe crear un " -"atributo de producto con un valor en la pestaña de **Variantes** en el " -"formulario del producto." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" -msgstr "Identificadores de productos" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "Publicar con variaciones" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "Publicar artículos específicos" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" -"Los identificadores de productos como EAN, UPC, Marca, o MPN son necesarios " -"en la mayoría de las categorías de eBay. El módulo gestiona los " -"identificadores EAN y UPC con el campo **código de barras** de la variante " -"del producto, si está vacío o tiene un valor que no es válido, los valores " -"EAN y UPC se establecerán como 'No aplica' como eBay recomienda. Los valores" -" de marca y MPN funcionan como características específicas del artículo y " -"debe definirlos en la pestaña de **variantes** en el formulario del " -"producto. Si no lo hace, se utilizará 'No aplica' en la publicación de eBay." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" -msgstr "¿Cómo configurar eBay en Odoo?" +msgid "eBay connector setup" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" -msgstr "Crear tokens de eBay" +msgid "Overview" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" -"Para crear sus tokens, debe crear una cuenta de desarrollador en el `portal " -"de desarrollador `_. Una vez que haya " -"iniciado sesión, puede crear **claves sandbox** y **de producción** al hacer" -" clic en los botones correspondientes." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." -msgstr "" -"Después de crear las claves, puede obtener el token de usuario. Haga clic en" -" el enlace **Obtener un token de usuario** al final de la página. Revise el " -"formulario, inicie sesión en su cuenta de eBay y obtendrá las claves y el " -"token necesarios para configurar el módulo en Odoo." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" -msgstr "Configurar tokens en Odoo" +msgid "eBay - Odoo linked fields" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" -"Para configurar la integración con eBay, vaya a :menuselection:`Ventas --> " -"Configuración --> Ajustes`." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" msgstr "" -"Elija si desea usar el sitio de eBay de producción o de sandbox. Luego " -"complete los campos **clave de desarrollador**, **token**, **clave de " -"aplicación**, **clave de certificado** y aplique los cambios." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" -"Una vez que vuelva a cargar la página, es necesario sincronizar la " -"información de eBay. Haga clic en **Sincronizar países y divisas** para " -"completar los otros campos." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" -"Cuando complete todos los campos, podrá sincronizar las categorías y las " -"políticas al hacer clic en los botones correspondientes." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "Duración" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "País" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "Token" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 msgid "Accept account deletion notifications" msgstr "Aceptar notificaciones de eliminación de cuenta" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -10586,201 +12099,187 @@ msgstr "" "confirmar la recepción de la solicitud y tomar medidas adicionales si es " "necesario." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -"Odoo tiene un punto final de comunicación de notificaciones para recibir " -"dichas notificaciones, confirmar la recepción de la solicitud y gestionar el" -" primer conjunto de acciones para anonimizar los detalles de la cuenta en " -"**Contactos** y eliminar el acceso del cliente al portal." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -"Asegúrese de :ref:`configurar de forma adecuada su suscripción a las " -"notificaciones de eliminación de cuenta de la plataforma de comercio " -"electrónico `, ya que tal vez" -" eBay deshabilite temporalmente la cuenta de eBay relacionada hasta que se " -"complete la suscripción." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "Actualizar Odoo a la versión más reciente" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "Actualizar la lista de módulos disponibles" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "Recuperar los detalles de los puntos finales de comunicación de Odoo" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -"Puede encontrar los detalles de los puntos finales de comunicación en " -":menuselection:`Ventas --> Configuración --> Ajustes --> eBay`. Haga clic en" -" *Generar token* para obtener su **token de verificación**." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "Botón para generar un token de verificación de eBay en Odoo" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "Recibir las notificaciones de eliminación de cuenta" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -"Inicie sesión en el `portal de desarrollador de eBay " -"`_ y vaya a **Alertas y notificaciones**." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "Vista general del tablero de alertas y notificaciones de eBay" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" "Para recibir las notificaciones de eliminación o cierre, eBay necesita " "algunos detalles:" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -"Una **dirección de correo electrónico** a la cual enviará notificaciones si " -"no puede contactar al punto final de comunicación." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" -msgstr "Los **detalles del punto final de comunicación**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" "La URL del punto final de comunicación de la notificación de eliminación de " "la cuenta." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "Un token de verificación" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" "Campos específicos para ingresar los detalles del punto final de " "comunicación." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -"Puede editar los dos últimos campos una vez que complete el campo de " -"dirección de correo electrónico." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "Verificar la conectividad con el punto final de comunicación" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -"Después de establecer los detalles del punto final de comunicación obtenidos" -" en el tablero de eBay, considere realizar pruebas de conectividad con el " -"botón de **Enviar notificación de prueba**." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -"Debe recibir el siguiente mensaje de confirmación: \"¡Se envió con éxito una" -" notificación de prueba!\"" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "Botón para enviar notificaciones de prueba" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "Usar el método de sincronización actualizado" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" -"Si tiene muchos productos, la API de eBay puede rechazar algunas llamadas de" -" sincronización debido a un límite de tiempo que eBay aplica al número de " -"solicitudes." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" -"Para solucionar este problema, se desarrolló un nuevo mecanismo de " -"implementación. Sin embargo, este mecanismo actualizado no está habilitado " -"de forma predeterminada para evitar tener ambos sistemas en ejecución " -"paralela en las instalaciones existentes." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "Para cambiar al nuevo mecanismo de sincronización:" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" -"Vaya a :menuselection:`Ajustes --> Técnicos --> Acciones programadas`." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" -"Archive las acciones de sincronización antiguas (ambas se llaman *eBay: " -"actualizar estado de producto*)." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" -"Active las nuevas acciones de sincronización, *eBay: recibir nuevas órdenes*" -" que se ejecuta cada 15 minutos de forma predeterminada y *eBay: sincronizar" -" existencias (para la sincronización 'recibir nuevas órdenes')*. Esta última" -" se ejecuta una vez al día de forma predeterminada." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" -"Asegúrese de que la **siguiente fecha de ejecución** para ambas acciones " -"esté próxima." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" -"A partir de la siguiente fecha de ejecución, se utilizará el nuevo método en" -" lugar del anterior." - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "Método de facturación" @@ -14849,12 +16348,6 @@ msgstr "" "Para utilizar varias divisas en la aplicación *Ventas* de Odoo también " "**debe** tener instalada la aplicación *Contabilidad*." -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "Ajustes" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -16529,404 +18022,762 @@ msgid "Manage your products" msgstr "Gestionar productos" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" -msgstr "Cómo importar productos con categorías y variantes" +msgid "Import products" +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -"En la herramienta de importación se proporcionan las plantillas para " -"importar los datos más comunes (contactos, productos, estados de cuenta " -"bancarios...). Puede abrirlas con cualquier software de hojas de cálculo " -"(Microsoft Office, OpenOffice, Google Drive, etc.)." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "Cómo personalizar el archivo" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -"Elimine las columnas que no necesita. Recomendamos que no elimine la de *ID*" -" (obtenga más información a continuación)." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -"Establezca un ID único para cada registro arrastrando la secuencia del ID " -"hacia abajo." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" -"No cambie las etiquetas de las columnas que desea importar, ya que Odoo no " -"las reconocerá más, y tendrá que asignarlas manualmente en la pantalla de " -"importación." #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -"Siéntase libre de agregar nuevas columnas, pero los campos deben existir en " -"Odoo. Si Odoo tiene problemas al relacionar el nombre de la columna con un " -"campo, puede relacionarlo de forma manual buscando en una lista de campos " -"disponibles durante la importación." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "¿Por qué usar una columna de “ID”?" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -"El ID es un identificador único para cada registro. Puede utilizar uno de su" -" software anterior para facilitar la transición a Odoo." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -"No es obligatorio establecer un ID al importar, pero es de gran ayuda en " -"muchos casos:" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" -"Actualizar importaciones: puede importar el mismo archivo varias veces sin " -"crear duplicados." - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." -msgstr "" -"Al importar campos de relación, obtenga más información a continuación." #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" -msgstr "Cómo importar campos de relación" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -"Un objeto de Odoo siempre se relaciona con muchos otros (por ejemplo, un " -"producto está vinculado a categorías de productos, atributos, proveedores, " -"etc.). Para importar esas relaciones, primero debe importar los registros " -"del objeto relacionado desde su propio menú de lista." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 -msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 +msgid "" +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "Variantes de producto" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" -"Puede hacerlo utilizando el nombre del registro relacionado o su ID. En el " -"caso de que dos registros tengan el mismo nombre, se recomienda utilizar el " -"ID. En tal caso, agregue \" / ID\" al final del título de la columna (por " -"ejemplo, para los atributos del producto: Atributos del producto / Atributo " -"/ ID)." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" +msgid "Product images with Google Images" msgstr "" -"Obtener imágenes de productos de forma automática con Imágenes de Google" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -"Las imágenes del producto son muy útiles en Odoo, por ejemplo, para " -"encontrar rápido un producto o comprobar si escaneó el correcto, pero puede " -"ser un poco difícil configurarlas, sobre todo si tiene muchos productos. La " -"**búsqueda personalizada de Google** permite encontrar imágenes de forma " -"automática para su producto, según su código de barras, así solo se enfoca " -"en lo más importante de su negocio." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" -"Esta funcionalidad necesita que realice configuraciones tanto en Google como" -" en Odoo." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -"Puede obtener hasta cien imágenes sin costo por día con una cuenta gratuita " -"de Google. Si necesita una cantidad mayor, tendrá que actualizar a una " -"cuenta de facturación." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "Tablero de la API de Google" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" "Go to the `Google Cloud Platform API & Services " "`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -"Vaya a la página de `Plataforma API en la nube de Googl & Servicios " -"`_ para generar credenciales de API" -" para la búsqueda personalizada de Google. Inicie sesión con su cuenta de " -"Google." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." msgstr "" -"Seleccione o cree un proyecto API para almacenar las credenciales. Nómbrelo " -"con un título específico (por ejemplo, imágenes de Odoo)." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" -"En la sección de credenciales, haga clic en **Crear credenciales** y " -"seleccione **Clave API**." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" -msgstr "Página de API & Services en Google Cloud Platform." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "Guarde su **clave API**. ¡Deberá utilizarla en Odoo!" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 -msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +msgid "API & Services page on Google Cloud Platform." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 +msgid "" +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" -"Utilice la barra de búsqueda para buscar la **búsqueda personalizada de " -"API** de Google y selecciónela." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" +msgid "The API key created pop-up window that appears." msgstr "" -"Barra de búsqueda que contiene \"búsqueda personalizada de API\" en Google " -"Cloud Platform." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." -msgstr "Active la API." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" -"Ventana \"búsqueda personalizada de API\" con el botón Habilitar resaltado " -"en Google Cloud Platform." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" -msgstr "Tablero de Google Programmable Search" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" -"Vaya al `Motor de búsqueda programable de Google " -"`_ y haga clic en " -"**Comenzar**. Inicie sesión con su cuenta de Google." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -"Página del motor de búsqueda programable de Google con el botón **Comenzar** en la parte superior derecha\n" -"de la página" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." -msgstr "" -"Seleccione el idioma y el nombre del motor de búsqueda. Nómbrelo con un " -"título específico (por ejemplo, Imágenes de Odoo)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" +msgstr "Tablero de Google Programmable Search" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -"Google no permite crear un motor de búsqueda sin haber introducido al menos " -"un sitio específico para buscar. En este paso puede escribir cualquier sitio" -" web (por ejemplo, www.google.com), lo eliminaremos más tarde." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -"Valide el formulario haciendo clic en **Crear**, después vaya al modo de " -"edición del motor de búsqueda que creó (haciendo clic en **Panel de " -"control** en la página de confirmación o en el nombre de su motor de " -"búsqueda en la página de inicio)." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -"En la pestaña de **elementos básicos**, asegúrese de habilitar la **búsqueda" -" de imágenes**, **SafeSearch** y **buscar en toda la web**." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" -"Una vez que habilite la opción **buscar en toda la web**, puede eliminar de " -"forma segura el sitio que escribió en el paso anterior." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" -msgstr "¡Guarde su **ID de motor de búsqueda**, deberá utilizarlo en Odoo!" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 -msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -"Vaya a :menuselection:`Ajustes --> Ajustes generales --> Integraciones`, " -"active **Imágenes de Google** y guarde." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -"Ingrese otra vez a :menuselection:`Ajustes--> Ajustes generales --> " -"Integraciones`, ingrese su **clave API** e **ID de motor de búsqueda** en la" -" configuración de **Imágenes de Google** y vuelva a guardar." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" -msgstr "Obtenga las imágenes de sus productos de forma automática en Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 +msgid "" +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" -"La acción para obtener las imágenes de sus productos en Odoo de forma " -"automática aparece en cualquier vista de lista de productos o variantes de " -"producto. Esta es una guía detallada para hacerlo desde la aplicación " -"Inventario." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -"Vaya al menú Productos (:menuselection:`Productos --> Productos` o " -":menuselection:`Productos --> Variantes de producto`) desde cualquier " -"aplicación que utilice productos, como Inventario o Ventas." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." msgstr "" -"En la vista de lista, seleccione los productos que necesitan una imagen." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -"Solo se procesarán los 10,000 primeros productos o variantes de productos " -"seleccionados." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" -"Solo se procesarán los productos o variantes de producto con código de " -"barras que no tengan una imagen." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" -"Si selecciona un producto que tiene una o más variantes en la vista de " -"productos, se procesará cada variante que coincida con los criterios " -"anteriores." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." -msgstr "" -"En el menú de acción, seleccione **Obtener imágenes de Imágenes de Google** " -"y valide haciendo clic en **Obtener imágenes**." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." -msgstr "Debería ver que el número de imágenes que aparecen va en aumento." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 -msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -"Solo las primeras diez imágenes se obtienen en seguida. Si seleccionó más, " -"se irán obteniendo en segundo plano." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -"El trabajo en segundo plano procesa cerca de 100 imágenes por minuto. Si " -"alcanza la cuota autorizada por Google (ya sea con un plan gratuito o de " -"pago), el trabajo en segundo plano se pausará durante 24 horas y continuará " -"donde se detuvo el día anterior." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 +msgid "" +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" @@ -16934,11 +18785,6 @@ msgstr "" "`Cree, modifique o cierre su cuenta de facturación de Google Cloud " "`_" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "Variantes de producto" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -18495,7 +20341,7 @@ msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" @@ -18680,7 +20526,7 @@ msgstr "" "de Odoo)." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" @@ -18701,7 +20547,7 @@ msgstr "" "resultar en un aumento de ventas." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -18745,7 +20591,7 @@ msgstr "" " la columna :guilabel:`Producto`. " #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -18774,7 +20620,7 @@ msgstr "" "puede editarlo cuando quiera. " #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -19918,48 +21764,13 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" -"Luego, en el campo :guilabel:`La cotización vence después de`, escriba por " -"cuántos días será válida la plantilla, o puede dejar el campo con su valor " -"predeterminado de `0` para mantener su validez de manera indefinida." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" -"Si las funciones :guilabel:`Firmar en línea` y/o :guilabel:`Pago en línea` " -"están activadas en los :guilabel:`Ajustes` (:menuselection:`Ventas --> " -"Configuración --> Ajustes`), estas opciones estarán disponibles en el campo" -" :guilabel:`Confirmación en línea`. " - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" -"En el campo :guilabel:`Confirmación en línea`, seleccione la casilla junto a" -" :guilabel:`Firma` para solicitar una firma electrónica del cliente para " -"confirmar una orden. Seleccione la casilla junto a :guilabel:`Pago` para " -"solicitar un pago en línea del cliente para confirmar una orden. " - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" -"Ambas opciones se pueden activar de manera simultánea, en cuyo caso, el " -"cliente debe proporcionar una firma **y** un pago para confirmar una orden." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." @@ -19969,7 +21780,7 @@ msgstr "" "seleccione una plantilla de correo electrónico ya configurada para enviarla " "a los clientes al confirmar una orden. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -19982,19 +21793,18 @@ msgstr "" "seleccione: :guilabel:`Crear` o :guilabel:`Crear y editar...` del menú " "desplegable que aparece. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" -"Al seleccionar la opción :guilabel:`Crear`, se crea la plantilla de correo " -"electrónico, la cual podrá editar después. Al seleccionar :guilabel:`Crear y" -" editar...` se crea la plantilla de correo electrónico y aparece una ventana" -" emergente para :guilabel:`Crear un correo electrónico de confirmación`, en " -"donde podrá personalizar y configurar la plantilla de correo de manera " -"inmediata. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" @@ -20004,7 +21814,7 @@ msgstr "" "Ventana emergente para crear un correo electrónico de confirmación desde la " "plantilla de la cotización en Ventas de Odoo." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." @@ -20013,7 +21823,7 @@ msgstr "" ":guilabel:`Guardar y cerrar` para guardar la plantilla de correo electrónico" " y regresar la formulario de la cotización. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." @@ -20021,32 +21831,62 @@ msgstr "" "Si trabaja en un ambiente multiempresa, utilice el campo :guilabel:`Empresa`" " para asignar la empresa a la cual aplicará está plantilla de cotización. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" -"En el campo :guilabel:`Recurrencia`, podrá elegir de una variedad de " -"cantidades de tiempo ya configuradas (por ejemplo, :guilabel:`Mensual`, " -":guilabel:`Trimestral`) para asignar qué tan seguido debe ocurrir esa " -"plantilla de cotización. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" -"El campo :guilabel:`Recurrenncia` **solo** aplica a los planes de " -"suscripción. Para obtener más información, consulte la documentación en " -":doc:`../../subscriptions/plans`." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "Pestaña de líneas" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -20061,13 +21901,7 @@ msgstr "" "discrecional (como detalles de garantía, términos, etc.) al hacer clic en " ":guilabel:`Agregar una nota`. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" -"Pestaña de líneas completa en un formulario de plantilla de cotización en " -"Ventas de Odoo." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " @@ -20078,7 +21912,7 @@ msgstr "" "formulario de una plantilla de cotización. Al hacerlo, aparecerá un campo en" " blanco en la columna :guilabel:`Producto`. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " @@ -20088,7 +21922,7 @@ msgstr "" "disponibles en la base de datos. Seleccione los productos que desee desde " "ese menú para agregarlos a la plantilla de cotización. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -20100,7 +21934,7 @@ msgstr "" "desplegable. También puede encontrar los productos si hace clic en " ":guilabel:`Buscar más...` en el menú desplegable." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." @@ -20108,7 +21942,7 @@ msgstr "" "Al agregar un producto, la :guilabel:`cantidad` predeterminada es `1`, pero " "puede editarlo cuando quiera. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." @@ -20117,7 +21951,7 @@ msgstr "" ":guilabel:`seis cuadros` que se ubica del lado izquierdo de cada línea de " "artículo. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -20131,7 +21965,7 @@ msgstr "" "en donde podrá escribir el nombre que quiera para la sección. Luego, haga " "clic en otra parte para asegurar el nombre de la sección." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." @@ -20140,7 +21974,7 @@ msgstr "" ":guilabel:`seis cuadros` que se ubica del lado izquierdo de cada línea de " "artículo. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -20153,7 +21987,7 @@ msgstr "" " escribir la nota que quiera. Luego, haga clic en otra parte para asegurar " "la nota. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." @@ -20161,7 +21995,7 @@ msgstr "" "Luego, arrastre y suelte la nota al lugar que quiera mediante el icono " ":guilabel:`seis cuadros`. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " @@ -20171,11 +22005,11 @@ msgstr "" ":guilabel:`Líneas` (producto, sección, y/o nota), haga clic en el icono " ":guilabel:`🗑️ (papelera)` que se ubica del lado derecho de la línea." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "Pestaña de productos opcionales" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -20187,7 +22021,7 @@ msgstr "" "ofrecer productos útiles y relacionados a los clientes, lo que puede " "resultar en un aumento de ventas. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -20203,7 +22037,7 @@ msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" "Los productos opcionales en una orden de ventas típica en Ventas de Odoo." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -20216,13 +22050,7 @@ msgstr "" " productos que se agregan aquí sean un complemento de la oferta original " "como un valor agregado para el comprador potencial. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" -"Pestaña de productos opcionales completada en una plantilla de cotización en" -" Ventas de Odoo." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." @@ -20230,17 +22058,17 @@ msgstr "" "Al hacer clic en :guilabel:`Agregar una línea` muestra un campo en blanco en" " la columna :guilabel:`Producto`." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" "Los productos opcionales **no** son obligatorios para crear una plantilla de" " cotización" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "Pestaña de términos y condiciones" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," @@ -20251,151 +22079,44 @@ msgstr "" "agregarlos, solo debe escribir (o copiar y pegar) los términos y condiciones" " deseadas en esta pestaña. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" -"La pestaña de términos y condiciones en un formulario de la plantilla de una" -" cotización en Ventas de Odoo," - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" "Los términos y condiciones **no** son obligatorios para crear una plantilla " "de cotización. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" -msgstr "Diseñar plantillas de cotización" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." +msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -"En la esquina superior izquierda del formulario de la plantilla de una " -"cotización, hay un botón para :guilabel:`diseñar una plantilla`. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -"Botón para diseñar una plantilla en la esquina superior izquierda del " -"formulario de la plantilla de una cotización." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" -"Al hacer clic sobre él, Odoo mostrará una vista previa de la plantilla de la" -" cotización a través de la aplicación *Sitio Web* de Odoo, y aparecerá en el" -" frontend del sitio web del cliente. " - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" -"Esta función **solo** estará disponible si tiene instalada la aplicación " -"*Sitio web*." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" -"Odoo utiliza varios bloques de marcador de posición azules para resaltar " -"dónde aparecen ciertos elementos y lo que contienen (por ejemplo, " -":guilabel:`encabezado de la plantilla`, :guilabel:`producto`). " - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" -"Para editar el contenido, la apariencia y el diseño general de la plantilla " -"de la cotización a través de la aplicación *Sitio web*, haga clic en el " -"botón :guilabel:`Editar` que se ubica en la esquina superior derecha. " - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" -"Botón para diseñar una plantilla en la esquina superior derecha en el diseño" -" de la plantilla de una cotización. " - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" -"Cuando hace clic en :guilabel:`Editar`, Odoo mostrará una barra lateral " -"llena de varios elementos de diseño y bloques de construcción. Puede " -"arrastrar y soltar estos bloques en el lugar que desee del diseño de la " -"plantilla de una cotización. " - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" -"Barra lateral con bloques de diseño para el diseño de la plantilla de una " -"cotización en Sitio web de Odoo." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" -"Después de soltar un bloque en la posición que desee, lo puede personalizar " -"y configurar para que se ajuste a cualquier necesidad, diseño o estilo " -"único." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" -"El diseño de las plantillas de cotización usa la misma metodología y " -"funcionalidad con los bloques de creación que una página web típica de " -"*Sitio web* de Odoo. Para obtener más información, asegúrese de consultar la" -" documentación sobre :doc:`../../../websites/website`." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" -"Cuando la personalización y los bloques estén completos, haga clic en " -":guilabel:`Guardar` para aplicar todos los cambios. " - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" -"También aparecerá un panel azul en la parte superior del diseño de la " -"plantilla de cotización con un enlace para regresar rápidamente al " -":guilabel:`modo editar`. Al hacer clic sobre él, Odoo regresa al formulario " -"de la plantilla de cotización en el backend de la aplicación *Ventas*. " - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "Usar plantillas de cotización" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20409,7 +22130,7 @@ msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" "El campo de vencimiento en una cotización estándar en Ventas de Odoo. " -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -20425,6 +22146,33 @@ msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" "VIsta previa del cliente de una plantilla de cotización en Ventas de Odoo." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" +"El diseño de las plantillas de cotización usa la misma metodología y " +"funcionalidad con los bloques de creación que una página web típica de " +"*Sitio web* de Odoo. Para obtener más información, asegúrese de consultar la" +" documentación sobre :doc:`../../../websites/website`." + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" +"Cuando la personalización y los bloques estén completos, haga clic en " +":guilabel:`Guardar` para aplicar todos los cambios. " + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Suscripciones" @@ -20782,25 +22530,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr ":doc:`../subscriptions`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr ":doc:`plans`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr ":doc:`products`" @@ -21823,162 +23571,141 @@ msgid ":doc:`ecommerce`" msgstr ":doc:`ecommerce`" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" -msgstr "Renovar una suscripción" +msgid "Renew subscriptions" +msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -"La característica principal de un modelo de negocio de suscripción son los " -"pagos recurrentes. En este modelo, los clientes pagan una cantidad " -"recurrente a cambio de acceder a un producto o servicio." -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" -"Cada suscriptor renueva su suscripción cada mes, año u otra duración, " -"dependiendo de su contrato. La mayoría de las empresas de suscripción optan " -"por automatizar sus procesos de renovación aunque, en algunos casos, la " -"opción preferida son las renovaciones manuales." #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -"Gracias a la aplicación **Suscripción de Odoo**, puede tener todas sus " -"suscripciones en una sola aplicación, sugerir la renovación automática de " -"una suscripción a sus clientes (o una manual), y, por último, filtrar todas " -"sus suscripciones para encontrar fácilmente las que necesitan renovación " -"(con ayuda de la etiqueta *a renovar*)." -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" -msgstr "Renovar su primera suscripción" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" +msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" -"Antes de renovar una suscripción, asegúrese de consultar nuestra " -"documentación sobre cómo :doc:`crear una cotización <../subscriptions>` con " -"los productos de suscripción. Una vez confirmada, la cotización se convierte" -" en una orden de venta y se crea una nueva suscripción en automático. Por lo" -" tanto, esta suscripción tiene el estado de *En progreso* y tiene la " -"posibilidad de renovar la suscripción. Puede activar la opción *A renovar* " -"en la sección correspondiente de la pestaña \"Más información\". Cuando se " -"activa, en automático aparece una etiqueta amarilla en la esquina superior " -"derecha de la suscripción." #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" -msgstr "Renueve su suscripción con Suscripciones de Odoo" +msgid "Renew button on subscription sales order with Odoo Subscriptions." +msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" -"La etiqueta *a renovar* aparece automáticamente cuando falla un pago. Este " -"indicador también aparece en el portal del cliente. Para visualizarlo, solo " -"debe hacer clic en el botón *Vista previa del cliente*. La etiqueta *a " -"renovar* aparece en la esquina superior derecha." - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "Vista previa del cliente de una renovación con Suscripciones de Odoo" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" -"Cuando se necesita renovar una suscripción, tiene la posibilidad de usar un " -"nuevo botón llamado *cotización de la renovación*. Si hace clic en este " -"botón, se crea una nueva cotización. Desde ahí, empiece un flujo de ventas " -"sencillo que le permita confirmar o enviar la cotización por correo " -"electrónico a sus clientes. Lo mejor es *enviarla por correo electrónico* " -"para obtener la confirmación de sus clientes y después *confirmarla* en la " -"aplicación de **Ventas de Odoo**." - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" -"En el chatter de esta nueva cotización se menciona que \"esta orden de " -"renovación se creó desde la suscripción anterior\". Una vez que sus clientes" -" la hayan confirmado, esta cotización se convierte en una orden de venta y " -"se menciona una nueva venta en la esquina superior derecha de la " -"suscripción." - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "Renueve una cotización con Suscripciones de Odoo" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" -"Al hacer clic en el botón *Ventas*, obtendrá un resumen de sus órdenes de " -"venta en una vista de lista. La única diferencia entre sus dos cotizaciones " -"es la descripción debajo de la categoría *Gestión de suscripción*. Ahí puede" -" visualizar fácilmente cuál es la renovación." - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" -"Renovación como formulario de Gestión de Suscripciones en Suscripciones de " -"Odoo " - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "Visualice sus suscripciones a renovar" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." -msgstr "" -"Por último, si desea visualizar todas sus suscripciones y encontrar " -"fácilmente las que deben renovarse, puede ir a su *tablero de suscripciones*" -" y utilizar el filtro *a renovar*." #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 +msgid "" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" -"Vista de lista de todas las suscripciones y uso de un filtro para renovar en" -" Suscripciones de Odoo " #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Reports" @@ -22252,164 +23979,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "Reporte del tablero del vendedro en Suscripciones de Odoo " #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" -msgstr "Realice una venta adicional de una suscripción" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" +msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" -"Las suscripciones son recurrentes y se prolongan indefinidamente. Con el " -"paso del tiempo, puede que nuestros clientes quieran modificarlas. Entonces " -"debemos ser capaces de adaptar los precios o cambiar las cantidades de los " -"productos para adaptarnos a sus necesidades. Pueden pasar dos situaciones:" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -"**Clientes fieles:** Este tipo de clientes ya confían en su marca. Por lo " -"tanto, están seguros de lo que usted ofrece ya que siguen pagando por sus " -"productos y servicios. Por lo tanto, es más fácil venderles algo adicional " -"que a un nuevo cliente." -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -"**Nuevos clientes:** Para este tipo de clientes, hay que presentar algo " -"nuevo, algo atractivo. ¿Descuentos? Todas las suscripciones terminan después" -" de un tiempo determinado. Ofrecer este tipo de ofertas a los nuevos " -"clientes refuerza su relación y aumenta su retención." -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" -"Como se explicó anteriormente, para vender una suscripción a nuevos " -"clientes, se recomienda ofrecer *Descuentos*. Para activar esta opción, vaya" -" a :menuselection:`Ventas --> Configuración --> Ajustes` y en la categoría " -"*Precios* tiene la posibilidad de ofrecer descuentos en las líneas de orden " -"de venta." #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" -msgstr "Activación de la opción de descuento en Suscripciones de Odoo" - -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "Realice una venta adicional de su primera suscripción" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 -msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +msgid "Activation of the discount option in Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:41 +msgid "" +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" -"Antes de realizar una venta adicional en una suscripción, asegúrese de " -"revisar nuestra documentación sobre cómo :doc:`crear una cotización " -"<../subscriptions>` usando productos de cotización. Una vez confirmada, una " -"cotización se convierte en una orden de venta y automáticamente se crea una " -"nueva suscripción. Por lo tanto, esta suscripción tiene el estado de *En " -"Progreso*. A partir de ahí, tiene la posibilidad de realizar una venta " -"adicional en su suscripción. " #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" -"Realice una venta adicional en su suscripción con Suscripciones de Odoo" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" -"Si usa el botón *Venta adicional* puede crear una nueva cotización con " -"nuevos productos de suscripción y enviarla a su cliente para obtener su " -"aprobación." #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -"Agregue productos a su suscripción a través de la opción de realizar una " -"venta adicional en Suscripciones de Odoo " -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -"Cuando sus clientes confirman la cotización, se añaden los productos a la " -"suscripción inicial. Entonces, los precios de las cotizaciones se reparten " -"entre el tiempo restante del periodo de facturación en curso." -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" -"Claro que, antes de enviar esta nueva cotización a sus clientes, puede " -"cambiar el precio unitario, los impuestos e, incluso, el descuento que desea" -" ofrecer. El botón inteligente *Vista previa del cliente* permite reproducir" -" lo que verá el cliente. En este caso, podemos decir con seguridad que el " -"cliente *firmará y pagará* esta nueva cotización. Una vez hecho esto, hay " -"que volver al modo de edición, confirmar la cotización y hacer clic en el " -"botón inteligente *Suscripciones* para ver todas las actualizaciones. Desde " -"ahí, puede ver que se añadió una línea adicional a la suscripción con el " -"nuevo servicio adicional que el cliente quería adquirir." #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" -"Visualice todas las actualizaciones de sus suscripciones con Suscripciones " -"de Odoo" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" -"Además, al hacer clic en el botón de *Ventas*, obtendrá un resumen de sus " -"órdenes de venta en vista de lista." - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "" -"Vista de lista de todas las órdenes de venta creadas para una suscripción " - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." -msgstr "" -"La única diferencia entre sus dos órdenes de venta es la descripción debajo " -"de la categoría *Gestión de suscripción*. Así podrá distinguir su venta " -"adicional con facilidad." diff --git a/locale/es/LC_MESSAGES/services.po b/locale/es/LC_MESSAGES/services.po index 7876c9abf..afde410d8 100644 --- a/locale/es/LC_MESSAGES/services.po +++ b/locale/es/LC_MESSAGES/services.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Fernanda Alvarez, 2024\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" @@ -5279,13 +5279,9 @@ msgstr "Ajustes del proyecto" #: ../../content/applications/services/project/project_management.rst:58 msgid "" -"`Odoo Tutorials: Customize your project " -"`_" +"`Odoo Tutorials: Customize projects " +"`_" msgstr "" -"`Ttoriales de Odoo: Personalice su proyecto " -"`_" #: ../../content/applications/services/project/project_management.rst:61 msgid "" diff --git a/locale/es/LC_MESSAGES/websites.po b/locale/es/LC_MESSAGES/websites.po index cd18e67f3..e1177b9b6 100644 --- a/locale/es/LC_MESSAGES/websites.po +++ b/locale/es/LC_MESSAGES/websites.po @@ -12,25 +12,25 @@ # Alejandro Die Sanchis , 2023 # Pedro M. Baeza , 2023 # Leonardo J. Caballero G. , 2023 -# Braulio D. López Vázquez , 2023 # Pablo Rojas , 2023 # Josep Anton Belchi, 2023 # Martin Trigaux, 2023 -# Wil Odoo, 2023 # Iran Villalobos López, 2023 # Patricia Gutiérrez Capetillo , 2023 # Francisco de la Peña , 2023 # Lucia Pacheco, 2023 # Fernanda Alvarez, 2024 +# Braulio D. López Vázquez , 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Fernanda Alvarez, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -42,6 +42,278 @@ msgstr "" msgid "Websites" msgstr "Sitios web" +#: ../../content/applications/websites/blog.rst:3 +msgid "Blog" +msgstr "Blog" + +#: ../../content/applications/websites/blog.rst:5 +msgid "" +"**Odoo Blog** allows you to create and manage blog posts on your website to " +"engage your audience and build a community." +msgstr "" + +#: ../../content/applications/websites/blog.rst:9 +msgid "" +"If the Blog module is not yet installed, click :guilabel:`+New` on the " +"website builder, select :guilabel:`Blog Post`, and click " +":guilabel:`Install`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:13 +msgid "Creating a blog" +msgstr "" + +#: ../../content/applications/websites/blog.rst:15 +msgid "" +"To create or edit a blog, go to :menuselection:`Website --> Configuration " +"--> Blogs: Blogs`. Click :guilabel:`New`, and enter the :guilabel:`Blog " +"Name` and the :guilabel:`Blog Subtitle`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:18 +msgid "" +"The :guilabel:`Blog` menu item is added to your website's menu the first " +"time you create a blog and gathers all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:22 +msgid "Adding a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:24 +msgid "" +"Go to your website, click :guilabel:`+New` in the top-right corner, and " +"select :guilabel:`Blog Post`. In the pop-up, **select the blog** where the " +"post should appear, write the post's :guilabel:`Title`, and " +":guilabel:`Save`. You can then write the post's content and customize the " +"page using the website builder." +msgstr "" + +#: ../../content/applications/websites/blog.rst:30 +msgid "" +"Illustrate your articles with copyright-free images from :doc:`Unsplash " +"`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:32 +msgid "Type `/` in the text editor to format and add elements to your text." +msgstr "" + +#: ../../content/applications/websites/blog.rst:35 +msgid "" +"Don't forget to toggle the :guilabel:`Unpublished` switch in the top-right " +"corner to publish your post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:39 +msgid "Using tags" +msgstr "" + +#: ../../content/applications/websites/blog.rst:41 +msgid "" +"Tags let visitors filter all posts sharing the same tag. By default, they " +"are displayed at the bottom of posts, but can also be displayed on the " +"blog's main page. To do so, click :menuselection:`Edit --> Customize` and " +"enable the :guilabel:`Sidebar`. By default, the sidebar's :guilabel:`Tags " +"List` is enabled." +msgstr "" + +#: ../../content/applications/websites/blog.rst:46 +msgid "" +"To create a tag, go to :menuselection:`Website --> Configuration --> Blogs: " +"Tags` and click :guilabel:`New`. Fill in the:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:49 +msgid ":guilabel:`Name`" +msgstr ":guilabel:`Nombre`" + +#: ../../content/applications/websites/blog.rst:50 +msgid "" +":guilabel:`Category`: tag categories let you group tags displayed on the " +"sidebar by theme." +msgstr "" + +#: ../../content/applications/websites/blog.rst:51 +msgid "" +":guilabel:`Used in`: to apply the tag to existing blog posts, click " +":guilabel:`Add a line`, select the posts, and click :guilabel:`Select`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:54 +msgid "" +"You can add and create tags directly from posts by clicking " +":menuselection:`Edit --> Customize` and select the post's cover. Under " +":guilabel:`Tags`, click :guilabel:`Choose a record...`, and select or create" +" a tag." +msgstr "" + +#: ../../content/applications/websites/blog.rst-1 +msgid "Adding a tag to a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:62 +msgid "" +"To manage tag categories, go to :menuselection:`Website --> Configuration " +"--> Blogs: Tag Categories`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:66 +msgid "Customizing blog homepages" +msgstr "" + +#: ../../content/applications/websites/blog.rst:68 +msgid "" +"Customize the content of blog homepages by opening a blog homepage and " +"clicking :menuselection:`Edit --> Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:72 +msgid "Settings apply to **all** blogs homepages." +msgstr "" + +#: ../../content/applications/websites/blog.rst:74 +msgid "" +":guilabel:`Top Banner`: :guilabel:`Name/Latest Post` displays the title of " +"the latest post on the top banner, while :guilabel:`Drop Zone for Building " +"Blocks` removes the top banner and lets you use any building block instead." +msgstr "" + +#: ../../content/applications/websites/blog.rst:78 +msgid "" +":guilabel:`Layout`: organizes posts as a :guilabel:`Grid` or " +":guilabel:`List`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:80 +msgid ":guilabel:`Cards`: adds a *card* effect." +msgstr "" + +#: ../../content/applications/websites/blog.rst:81 +msgid ":guilabel:`Increase Readability`: improves the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:83 +msgid "" +":guilabel:`Sidebar`: displays a sidebar containing an :guilabel:`About us` " +"section." +msgstr "" + +#: ../../content/applications/websites/blog.rst:85 +msgid "" +":guilabel:`Archives`: allows visitors to select a month and filter all posts" +" created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:87 +msgid "" +":guilabel:`Follow Us`: displays links to your social media networks. They " +"can be configured using the Social Media building block somewhere on your " +"website." +msgstr "" + +#: ../../content/applications/websites/blog.rst:89 +msgid "" +":guilabel:`Tags List`: displays all tags related to a blog. Visitors can " +"select a tag to filter all related posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:92 +msgid "" +":guilabel:`Posts List`: :guilabel:`Cover` displays the posts' images, and " +":guilabel:`No Cover` hides them." +msgstr "" + +#: ../../content/applications/websites/blog.rst:95 +msgid ":guilabel:`Author`: displays the posts' authors." +msgstr "" + +#: ../../content/applications/websites/blog.rst:96 +msgid "" +":guilabel:`Comments/Views Stats`: displays the posts' number of comments and" +" views." +msgstr "" + +#: ../../content/applications/websites/blog.rst:97 +msgid "" +":guilabel:`Teaser & Tags`: displays the posts' first sentences and tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:100 +msgid "Customizing blog posts" +msgstr "" + +#: ../../content/applications/websites/blog.rst:102 +msgid "" +"Customize posts by opening a blog post and clicking :menuselection:`Edit -->" +" Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:105 +msgid "Settings apply to **all** posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:107 +msgid "" +":guilabel:`Layout`: :guilabel:`Title Inside Cover` displays the title inside" +" the cover image, and :guilabel:`Title above Cover` displays it above." +msgstr "" + +#: ../../content/applications/websites/blog.rst:110 +msgid ":guilabel:`Increase Readability`: increases the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:112 +msgid "" +":guilabel:`Sidebar`: displays the :guilabel:`Sidebar` and additional " +"options:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:114 +msgid "" +":guilabel:`Archive`: allows visitors to select a month and filter all posts " +"created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:116 +msgid ":guilabel:`Author`: displays the post's author and creation date." +msgstr "" + +#: ../../content/applications/websites/blog.rst:117 +msgid ":guilabel:`Blog List`: displays links to all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:118 +msgid "" +":guilabel:`Share Links`: displays share buttons to several social networks." +msgstr "" + +#: ../../content/applications/websites/blog.rst:119 +msgid ":guilabel:`Tags`: displays the post's tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:121 +msgid ":guilabel:`Breadcrumb`: displays the path to the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:123 +msgid "" +":guilabel:`Bottom`: :guilabel:`Next Article` displays the next post at the " +"bottom, and :guilabel:`Comments` enable visitors to comment on the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:126 +msgid "" +":guilabel:`Select To Tweet`: visitors are offered to tweet the text they " +"select." +msgstr "" + +#: ../../content/applications/websites/blog.rst:129 +msgid "" +"Use :ref:`Plausible ` to keep track of the " +"traffic on your blog." +msgstr "" + #: ../../content/applications/websites/ecommerce.rst:8 msgid "eCommerce" msgstr "Comercio electrónico" @@ -5471,21 +5743,14 @@ msgid "" "In order to track the geographical location of visitors, :guilabel:`GeoIP` " "must be installed on the database. While this feature is installed by " "default on *Odoo Online*, *On-Premise* databases will require additional " -":doc:`setup steps `." +":doc:`setup steps `." msgstr "" -"Para poder rastrear la ubicación geográfica de los visitantes debe instalar " -":guilabel:`GeoIP` en la base de datos. Esta función se instala de forma " -"predeterminada en *Odoo en línea*, en las bases de datos *locales* debe " -"realizar algunos :doc:`pasos de configuración " -"` adicionales." -#: ../../content/applications/websites/livechat.rst:191 +#: ../../content/applications/websites/livechat.rst:190 msgid "Widget" msgstr "Widget" -#: ../../content/applications/websites/livechat.rst:193 +#: ../../content/applications/websites/livechat.rst:192 msgid "" "The :guilabel:`Widget` tab on the live chat channel details form provides " "the shortcode for an embeddable website widget. This code can be added to a " @@ -5496,7 +5761,7 @@ msgstr "" " Puede agregar este código a un sitio web para proporcionar acceso a una " "ventana de chat en vivo." -#: ../../content/applications/websites/livechat.rst:197 +#: ../../content/applications/websites/livechat.rst:196 msgid "" "The live chat widget can be added to websites created through Odoo by " "navigating to the :menuselection:`Website --> Configuration --> Settings`. " @@ -5508,7 +5773,7 @@ msgstr "" "sección :guilabel:`Chat en vivo`, seleccione el canal que agregará al sitio " "y, por último, haga clic en :guilabel:`Guardar`." -#: ../../content/applications/websites/livechat.rst:201 +#: ../../content/applications/websites/livechat.rst:200 msgid "" "To add the widget to a website created on a third-party platform, click the " "first :guilabel:`COPY` button on the :guilabel:`Widget` tab and paste the " @@ -5519,7 +5784,7 @@ msgstr "" "pestaña :guilabel:`Widget` y pegue el código en la etiqueta `` del " "sitio." -#: ../../content/applications/websites/livechat.rst:204 +#: ../../content/applications/websites/livechat.rst:203 msgid "" "Likewise, to send a live chat session to a customer, click the second " ":guilabel:`COPY` button on the :guilabel:`Widget` tab. This link can be sent" @@ -5535,11 +5800,11 @@ msgstr "" msgid "View of the widget tab for Odoo Live Chat." msgstr "Vista de la pestaña \"widget\" en la aplicación Chat en vivo de Odoo." -#: ../../content/applications/websites/livechat.rst:213 +#: ../../content/applications/websites/livechat.rst:212 msgid "Participate in a conversation" msgstr "Participar en una conversación" -#: ../../content/applications/websites/livechat.rst:215 +#: ../../content/applications/websites/livechat.rst:214 msgid "" "As explained above, *operators* are the users who will respond to live chat " "requests from customers. The information below outlines the necessary steps " @@ -5550,11 +5815,11 @@ msgstr "" "siguiente información describe los pasos necesarios para los operadores que " "participan en conversaciones de chat en vivo en una base de datos de Odoo." -#: ../../content/applications/websites/livechat.rst:220 +#: ../../content/applications/websites/livechat.rst:219 msgid "Set an online chat name" msgstr "Seleccionar un nombre para el chat" -#: ../../content/applications/websites/livechat.rst:222 +#: ../../content/applications/websites/livechat.rst:221 msgid "" "Before participating in a live chat, operators should update their *Online " "Chat Name*. This is the name that will be displayed to site visitors in the " @@ -5564,7 +5829,7 @@ msgstr "" "participar en un chat en vivo, este es el nombre que los visitantes del " "sitio verán en la conversación." -#: ../../content/applications/websites/livechat.rst:225 +#: ../../content/applications/websites/livechat.rst:224 msgid "" "To update the :guilabel:`Online Chat Name`, click on the user name in the " "upper-right corner of any page in the database. Select :guilabel:`My " @@ -5583,7 +5848,7 @@ msgstr "" msgid "View of the My Profile option in Odoo." msgstr "Vista de la opción Mi perfil en Odoo." -#: ../../content/applications/websites/livechat.rst:234 +#: ../../content/applications/websites/livechat.rst:233 msgid "" "If a users :guilabel:`Online Chat Name` is not set, the name displayed will " "default to the :guilabel:`User Name`." @@ -5592,7 +5857,7 @@ msgstr "" " nombre que aparecerá de forma predeterminada será su :guilabel:`nombre de " "usuario`." -#: ../../content/applications/websites/livechat.rst:238 +#: ../../content/applications/websites/livechat.rst:237 msgid "" "A user has their full name as their :guilabel:`User Name`, but they do not " "want to include their last name in a live chat conversation. They would then" @@ -5609,11 +5874,11 @@ msgstr "" "Vista del perfil de usuario en Odoo, se resalta el campo de nombre de chat " "en línea." -#: ../../content/applications/websites/livechat.rst:247 +#: ../../content/applications/websites/livechat.rst:246 msgid "Join or leave a channel" msgstr "Unirse o abandonar un canal" -#: ../../content/applications/websites/livechat.rst:249 +#: ../../content/applications/websites/livechat.rst:248 msgid "" "To join a live chat channel, go to the :menuselection:`Live Chat` app and " "click the :guilabel:`JOIN` button on the kanban card for the appropriate " @@ -5623,7 +5888,7 @@ msgstr "" ":menuselection:`Chat en vivo` y haga clic en el botón :guilabel:`UNIRSE` de " "la tarjeta kanban del canal correspondiente." -#: ../../content/applications/websites/livechat.rst:252 +#: ../../content/applications/websites/livechat.rst:251 msgid "" "Any channel where the user is currently active will show a :guilabel:`LEAVE`" " button. Click this button to disconnect from the channel." @@ -5638,7 +5903,7 @@ msgstr "" "Vista de un formulario de canal y la opción de unirse a un canal en la " "aplicación Chat en vivo de Odoo." -#: ../../content/applications/websites/livechat.rst:260 +#: ../../content/applications/websites/livechat.rst:259 msgid "" "*Operators* that do not show any activity in Odoo for more than thirty " "minutes will be considered disconnected, and subsequently removed from the " @@ -5648,11 +5913,11 @@ msgstr "" "de treinta minutos se considerarán desconectados y serán eliminados del " "canal." -#: ../../content/applications/websites/livechat.rst:264 +#: ../../content/applications/websites/livechat.rst:263 msgid "Manage live chat requests" msgstr "Gestionar solicitudes del chat en vivo" -#: ../../content/applications/websites/livechat.rst:266 +#: ../../content/applications/websites/livechat.rst:265 msgid "" "When an operator is active in a channel, chat windows will open in the " "bottom right corner of the screen, no matter where they are in the database." @@ -5664,7 +5929,7 @@ msgstr "" "encuentren en la base de datos, ya que pueden interactuar en conversaciones " "sin salir de su ubicación actual." -#: ../../content/applications/websites/livechat.rst:271 +#: ../../content/applications/websites/livechat.rst:270 msgid "" "Conversations can also be accessed by clicking the :guilabel:`Conversations`" " icon in the menu bar." @@ -5677,7 +5942,7 @@ msgid "View of the menu bar in Odoo emphasizing the conversations icon." msgstr "" "Vista de la barra de menú en Odoo, se destaca el icono Conversaciones." -#: ../../content/applications/websites/livechat.rst:278 +#: ../../content/applications/websites/livechat.rst:277 msgid "" "Live chat conversations can also be viewed by navigating to " ":menuselection:`Dashboard --> Discuss`. New conversations will appear in " @@ -5696,7 +5961,7 @@ msgstr "" "Vista de la aplicación Conversaciones con un mensaje enviado a través del " "chat en vivo de Odoo." -#: ../../content/applications/websites/livechat.rst:285 +#: ../../content/applications/websites/livechat.rst:284 msgid "" "Click on a conversation in the left panel to select it. This will open the " "conversation. From this view, an operator can participate in the chat the " @@ -5706,7 +5971,7 @@ msgstr "" " abrirá la conversación. Desde esta vista, un operador puede participar en " "el chat de la misma forma en que lo haría en cualquier ventana de chat." -#: ../../content/applications/websites/livechat.rst:289 +#: ../../content/applications/websites/livechat.rst:288 msgid "" ":doc:`Get Started with Discuss " "`" @@ -5714,7 +5979,7 @@ msgstr "" ":doc:`Empezar a usar Conversaciones " "`" -#: ../../content/applications/websites/livechat.rst:290 +#: ../../content/applications/websites/livechat.rst:289 msgid ":doc:`/applications/websites/livechat/responses`" msgstr ":doc:`/applications/websites/livechat/responses`" @@ -7154,6 +7419,123 @@ msgstr "" "crear sitios web geniales que conviertan a los visitantes en leads e " "ingresos." +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:3 +msgid "Address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:5 +msgid "" +"You can use the Google Places API on your website to ensure that your users'" +" delivery addresses exist and are understood by the carrier. The Google " +"Places API allows developers to access detailed information about places " +"using HTTP requests. The autocompletion predicts a list of places when the " +"user starts typing the address." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Address autocomplete example" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:13 +msgid "" +"`Google Maps Platform `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:14 +msgid "" +"`Google Developers Documentation: Google Places API " +"`_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:18 +msgid "" +"To do so, go to :menuselection:`Website --> Configuration --> Settings` and " +"enable :guilabel:`Address Autocomplete` in the :guilabel:`SEO` section." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Enable address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:24 +msgid "" +"Insert your :guilabel:`Google Places API key` in the :guilabel:`API Key` " +"field. If you don't have one, create yours on the `Google Cloud Console " +"`_ and follow these steps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:28 +msgid "Step 1: Enable the Google Places API" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:30 +msgid "**Create a New Project:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:32 +msgid "" +"To enable the **Google Places API**, you first need to create a project. To " +"do so, click :guilabel:`Select a project` in the top left corner, " +":guilabel:`New Project`, and follow the prompts to set up your project." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:34 +msgid "**Enable the Google Places API:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:36 +msgid "" +"Go to the :guilabel:`Enabled APIs & Services` and click :guilabel:`+ ENABLE " +"APIS AND SERVICES.` Search for :guilabel:`\"Places API\"` and select it. " +"Click on the :guilabel:`\"Enable\"` button." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:39 +msgid "" +"Google's pricing depends on the number of requests and their complexity." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:42 +msgid "Step 2: Create API Credentials" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:44 +msgid "" +"Go to `APIs & Services --> Credentials " +"`_." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:46 +msgid "**Create credentials:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:48 +msgid "" +"To create your credentials, go to :guilabel:`Credentials`, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:50 +msgid "Restrict the API Key (Optional)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:52 +msgid "" +"For security purposes, you can restrict the usage of your API key. You can " +"go to the :guilabel:`API restrictions` section to specify which APIs your " +"key can access. For the Google Places API, you can restrict it to only allow" +" requests from specific websites or apps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:57 +msgid "Save Your API Key: Copy your API key and securely store it." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:58 +msgid "Do not share it publicly or expose it in client-side code." +msgstr "" + #: ../../content/applications/websites/website/configuration/cookies_bar.rst:3 msgid "Cookies bar" msgstr "Barra de cookies" @@ -7716,124 +8098,6 @@ msgstr "" "sitio web si es necesario. Abra el panel de búsqueda y haga clic en " ":guilabel:`Agrupar por --> Sitio web`." -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:3 -msgid "Geo IP Installation (On-Premises Database)" -msgstr "Instalación de GeoIP (bases de datos con alojamiento local)" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:6 -msgid "Installation" -msgstr "Instalación" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:8 -msgid "" -"Download both the GeoLite2 City and Country `databases " -"`_. You should end up with " -"two files called :file:`GeoLite2-City.mmdb` and " -":file:`GeoLite2-Country.mmdb`." -msgstr "" -"Descargue las bases de datos GeoLite2 City y Country " -"`_. Obtendrá dos archivos " -"llamados :file:`GeoLite2-City.mmdb` y :file:`GeoLite2-Country.mmdb`." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:12 -msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." -msgstr "Mueva el archivo a la carpeta :file:`/usr/share/GeoIP/`." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:19 -msgid "Restart the server" -msgstr "Reinicie el servidor" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:22 -msgid "" -"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," -" use the :option:`--geoip-city-db ` and " -":option:`--geoip-country-db ` options of the " -"Odoo command line interface. These options take the absolute path to the " -"GeoIP database file and use it as the GeoIP database. For example:" -msgstr "" -"Si no desea colocar la base de datos geoip en :file:`/usr/share/GeoIP/`, " -"utilice las opciones :option:`--geoip-city-db ` y " -":option:`--geoip-country-db ` de la interfaz de" -" línea de comandos de Odoo. Estas opciones toman la ruta absoluta al archivo" -" de base de datos GeoIP y la usa como base de datos GeoIP. Por ejemplo:" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:33 -msgid ":doc:`CLI documentation `." -msgstr ":doc:`Documentación de la CLI `" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:36 -msgid "Test GeoIP Geolocation In Odoo Website" -msgstr "Cómo probar la geolocalización GeoIP en su sitio web de Odoo" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:38 -msgid "" -"Edit a web page to include some geo-ip information such as the country name " -"of the current request IP address. To do so:" -msgstr "" -"Edite una página web para incluir alguna información geo-ip, como el nombre " -"del país de la dirección IP de la solicitud actual. Para ello" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:41 -msgid "Go to your website. Open the web page that you want to test ``GeoIP``." -msgstr "" -"Vaya a su sitio web y abra la página web en la que desea probar ``GeoIP``." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:42 -msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." -msgstr "Seleccione :menuselection:`Personalizar --> Editor HTML/CSS/JS`." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:43 -msgid "Add the following piece of XML in the page :" -msgstr "Agregue el siguiente fragmento de XML en la página:" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:49 -msgid "Save and refresh the page." -msgstr "Guarde y actualice la página." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:51 -msgid "" -"Geo-ip is working if you read your country name displayed in bold in the " -"middle of the page." -msgstr "" -"Geo-ip funciona si puede ver el nombre de su país resaltado en el centro de " -"la página." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:53 -msgid "" -"In case you read \"**geoip failure**\" instead then the geolocalization " -"failed. The common causes are:" -msgstr "" -"Si por el contrario lee \"**fallo de geolocalización**\" es que la " -"geolocalización ha fallado. Las causas más comunes son:" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:55 -msgid "" -"The browsing IP address is the localhost (``127.0.0.1``) or a local area " -"network one. If you don't know, you can access your website using mobile " -"data." -msgstr "" -"La dirección IP de navegación es la localhost (``127.0.0.1``) o la de una " -"red de área local. Si no lo sabe, puede acceder a su sitio web mediante " -"datos móviles." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:57 -msgid "" -"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " -"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." -msgstr "" -"Está usando un proxy inverso (apache, nginx) frente a Odoo pero no inició " -"Odoo con el modo proxy habilitado. Para más información vea :option:`modo " -"proxy `." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:59 -msgid "" -"The GeoIP database is corrupt, missing or unaccessible. In such case a " -"warning was logged in the server logs." -msgstr "" -"La base de datos GeoIP está corrupta, falta o no es accesible. En tal caso, " -"se registra una advertencia en los registros del servidor." - #: ../../content/applications/websites/website/configuration/spam_protection.rst:3 msgid "Forms spam protection" msgstr "Protección contra spam en los formularios " diff --git a/locale/fr/LC_MESSAGES/administration.po b/locale/fr/LC_MESSAGES/administration.po index 6f157acde..fd9f5096d 100644 --- a/locale/fr/LC_MESSAGES/administration.po +++ b/locale/fr/LC_MESSAGES/administration.po @@ -18,17 +18,17 @@ # Shark McGnark , 2023 # Wil Odoo, 2023 # Khadija Mbazaa , 2023 -# Cécile Collart , 2023 -# Jolien De Paepe, 2023 +# Jolien De Paepe, 2024 +# Cécile Collart , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" -"Last-Translator: Jolien De Paepe, 2023\n" +"Last-Translator: Cécile Collart , 2024\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1910,6 +1910,107 @@ msgstr "" "Si vous n'avez pas accès/ne gérez pas votre serveur de messagerie, utilisez " ":ref:`messages entrants `." +#: ../../content/administration/install/geo_ip.rst:3 +msgid "Geo IP" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:6 +msgid "This documentation only applies to On-premise databases." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:9 +msgid "Installation" +msgstr "Installation" + +#: ../../content/administration/install/geo_ip.rst:11 +msgid "" +"Download both the GeoLite2 City and Country `databases " +"`_. You should end up with " +"two files called :file:`GeoLite2-City.mmdb` and " +":file:`GeoLite2-Country.mmdb`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:15 +msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:22 +msgid "Restart the server" +msgstr "Redémarrer le serveur" + +#: ../../content/administration/install/geo_ip.rst:25 +msgid "" +"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," +" use the :option:`--geoip-city-db ` and " +":option:`--geoip-country-db ` options of the " +"Odoo command line interface. These options take the absolute path to the " +"GeoIP database file and use it as the GeoIP database. For example:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:36 +msgid ":doc:`CLI documentation `." +msgstr ":doc:`documentation CLI `." + +#: ../../content/administration/install/geo_ip.rst:39 +msgid "Test GeoIP geolocation in your Odoo website" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:41 +msgid "" +"Edit a web page to include some geo-ip information such as the country name " +"of the current request IP address. To do so:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:44 +msgid "Go to your website. Open the web page that you want to test ``GeoIP``." +msgstr "" +"Allez à votre site web. Ouvrez la page web sur laquelle vous voulez tester " +"``GeoIP``." + +#: ../../content/administration/install/geo_ip.rst:45 +msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." +msgstr "Choisissez :menuselection:`Personnaliser --> HTML/CSS/JS Editor`." + +#: ../../content/administration/install/geo_ip.rst:46 +msgid "Add the following piece of XML in the page :" +msgstr "Ajoutez le morceau de XML suivant dans la page :" + +#: ../../content/administration/install/geo_ip.rst:52 +msgid "Save and refresh the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:54 +msgid "" +"Geo-ip is working if you read your country name displayed in bold in the " +"middle of the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:56 +msgid "" +"In case you read \"**geoip failure**\" instead then the geolocalization " +"failed. The common causes are:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:58 +msgid "" +"The browsing IP address is the localhost (``127.0.0.1``) or a local area " +"network one. If you don't know, you can access your website using mobile " +"data." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:60 +msgid "" +"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " +"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:62 +msgid "" +"The GeoIP database is corrupt, missing or unaccessible. In such case a " +"warning was logged in the server logs." +msgstr "" + #: ../../content/administration/install/online.rst:3 msgid "Online" msgstr "En ligne" @@ -1940,8 +2041,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 #: ../../content/administration/maintain/supported_versions.rst:29 -#: ../../content/administration/upgrade.rst:92 -#: ../../content/administration/upgrade.rst:309 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "Odoo Online" @@ -4024,8 +4125,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:250 #: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade.rst:122 -#: ../../content/administration/upgrade.rst:320 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "Odoo.sh" @@ -11469,19 +11570,19 @@ msgstr "Migrer d'un autre ERP vers Odoo" #: ../../content/administration/upgrade.rst:42 msgid "" -"If your database contains a **custom module**, you must first upgrade its " -"source code to be compatible with the new version of Odoo **before " -"upgrading**." +"If your database contains custom modules, it cannot be upgraded until a " +"version of your custom modules is available for the target version of Odoo. " +"For customers maintaining their own custom modules, we recommend to " +"parallelize the process by :ref:`requesting an upgraded database " +"` while also :doc:`upgrading the source code " +"of your custom modules `." msgstr "" -"Si votre base de données contient un **module personnalisé**, vous devez " -"d'abord mettre à niveau son code source pour qu'il soit compatible avec la " -"nouvelle version d'Odoo **avant de procéder à la mise à niveau**." -#: ../../content/administration/upgrade.rst:49 +#: ../../content/administration/upgrade.rst:50 msgid "Upgrading in a nutshell" msgstr "La mise à niveau en quelques mots" -#: ../../content/administration/upgrade.rst:51 +#: ../../content/administration/upgrade.rst:52 msgid "" "Request an upgraded test database (see :ref:`obtaining an upgraded test " "database `)." @@ -11489,7 +11590,14 @@ msgstr "" "Demander une base de données test mise à niveau (voir :ref:`obtenir une base" " de données test mise à niveau `)." -#: ../../content/administration/upgrade.rst:54 +#: ../../content/administration/upgrade.rst:55 +msgid "" +"If applicable, upgrade the source code of your custom module to be " +"compatible with the new version of Odoo (see " +":doc:`/developer/howtos/upgrade_custom_db`)." +msgstr "" + +#: ../../content/administration/upgrade.rst:58 msgid "" "Thoroughly test the upgraded database (see :ref:`testing the new version of " "the database `)." @@ -11497,7 +11605,7 @@ msgstr "" "Tester minutieusement la base de données mise à niveau (voir :ref:`tester la" " nouvelle version de la base de données `)." -#: ../../content/administration/upgrade.rst:57 +#: ../../content/administration/upgrade.rst:61 msgid "" "Report any issue encountered during the testing to Odoo via the `support " "page `__." @@ -11505,15 +11613,7 @@ msgstr "" "Signaler à Odoo tout problème rencontré pendant les tests via la `page " "d'assistance `__." -#: ../../content/administration/upgrade.rst:60 -msgid "" -"(If applicable) : upgrade the source code of your custom module to be " -"compatible with the new version of Odoo." -msgstr "" -"(Le cas échéant) : mettre à niveau le code source de votre module " -"personnalisé pour qu'il soit compatible avec la nouvelle version d'Odoo." - -#: ../../content/administration/upgrade.rst:63 +#: ../../content/administration/upgrade.rst:64 msgid "" "Once all issues are resolved and you are confident that the upgraded " "database can be used as your main database without any issues, plan the " @@ -11524,7 +11624,7 @@ msgstr "" "principale sans aucun problème, planifiez la mise à niveau de votre base de " "données de production." -#: ../../content/administration/upgrade.rst:66 +#: ../../content/administration/upgrade.rst:67 msgid "" "Request the upgrade for the production database, rendering it unavailable " "for the time it takes to complete the process (see :ref:`upgrading the " @@ -11534,7 +11634,7 @@ msgstr "" "rend indisponible pendant la durée du processus (voir :ref:`mettre à niveau " "la base de données de production `)." -#: ../../content/administration/upgrade.rst:69 +#: ../../content/administration/upgrade.rst:70 msgid "" "Report any issue encountered during the upgrade to Odoo via the `support " "page `__." @@ -11542,11 +11642,11 @@ msgstr "" "Signalez à Odoo tout problème rencontré pendant la mise à niveau via la " "`page d'assistance `__." -#: ../../content/administration/upgrade.rst:78 +#: ../../content/administration/upgrade.rst:76 msgid "Obtaining an upgraded test database" msgstr "Obtenir une base de données test mise à niveau" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:78 msgid "" "The `Upgrade page `_ is the main platform for " "requesting an upgraded database. However, depending on the hosting type, you" @@ -11561,7 +11661,7 @@ msgstr "" "Online `_, ou de votre `projet Odoo.sh " "`_." -#: ../../content/administration/upgrade.rst:86 +#: ../../content/administration/upgrade.rst:84 msgid "" "The Upgrade platform follows the same `Privacy Policy " "`_ as the other Odoo.com services. Visit the " @@ -11574,7 +11674,7 @@ msgstr "" "`_ pour en savoir plus sur la façon dont Odoo " "traite vos données et votre vie privée." -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:92 msgid "" "Odoo Online databases can be manually upgraded via the `database manager " "`_." @@ -11582,7 +11682,7 @@ msgstr "" "Les bases de données d'Odoo Online peuvent être mises à niveau manuellement " "via le `gestionnaire de bases de données `_." -#: ../../content/administration/upgrade.rst:97 +#: ../../content/administration/upgrade.rst:95 msgid "" "The database manager displays all databases associated with the user's " "account. Databases not on the most recent version of Odoo display an arrow " @@ -11600,7 +11700,7 @@ msgstr "" "Le gestionnaire de base de données avec un bouton de mise à niveau à côté du" " nom d'une base de données." -#: ../../content/administration/upgrade.rst:104 +#: ../../content/administration/upgrade.rst:102 msgid "" "Click the **arrow in a circle** icon to start the upgrade process. In the " "popup, fill in:" @@ -11608,21 +11708,21 @@ msgstr "" "Cliquez sur la **flèche dans un cercle** pour lancer le processus de mise à " "niveau. Dans la fenêtre contextuelle, remplissez les champs suivants :" -#: ../../content/administration/upgrade.rst:106 +#: ../../content/administration/upgrade.rst:104 msgid "" "The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" "La **version** d'Odoo vers laquelle vous souhaitez vous mettre à niveau, " "généralement la version la plus récente" -#: ../../content/administration/upgrade.rst:107 +#: ../../content/administration/upgrade.rst:105 msgid "" "The **email** address that should receive the link to the upgraded database" msgstr "" "L'adresse **email** qui doit recevoir le lien vers la base de données mise à" " niveau" -#: ../../content/administration/upgrade.rst:108 +#: ../../content/administration/upgrade.rst:106 msgid "" "The :guilabel:`Purpose` of the upgrade, which is automatically set to " ":guilabel:`Test` for your first upgrade request" @@ -11634,7 +11734,7 @@ msgstr "" msgid "The \"Upgrade your database\" popup." msgstr "La fenêtre contextuelle \"Mettre à niveau votre base de données\"." -#: ../../content/administration/upgrade.rst:114 +#: ../../content/administration/upgrade.rst:112 msgid "" "The :guilabel:`Upgrade in progress` tag is displayed next to the database " "name until completion. Once the process succeeds, an email containing a link" @@ -11655,7 +11755,7 @@ msgstr "" "Le fait de cliquer sur la flèche déroulante affiche la base de données test " "mise à niveau." -#: ../../content/administration/upgrade.rst:124 +#: ../../content/administration/upgrade.rst:122 msgid "" "Odoo.sh is integrated with the upgrade platform to simplify the upgrade " "process." @@ -11667,7 +11767,7 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "Projet et onglets Odoo.sh" -#: ../../content/administration/upgrade.rst:129 +#: ../../content/administration/upgrade.rst:127 msgid "" "The **latest production daily automatic backup** is then sent to the " "`upgrade platform `_." @@ -11675,7 +11775,7 @@ msgstr "" "La **dernière sauvegarde automatique quotidienne de production** est envoyée" " à la `plateforme de mise à niveau `_." -#: ../../content/administration/upgrade.rst:132 +#: ../../content/administration/upgrade.rst:130 msgid "" "Once the upgrade platform is done upgrading the backup and uploading it on " "the branch, it is put in a **special mode**: each time a **commit is " @@ -11695,7 +11795,7 @@ msgstr "" " votre nouvelle version staging mise à niveau en allant à " ":file:`~/logs/upgrade.log`." -#: ../../content/administration/upgrade.rst:140 +#: ../../content/administration/upgrade.rst:138 msgid "" "In databases where custom modules are installed, their source code must be " "up-to-date with the target version of Odoo before the upgrade can be " @@ -11710,12 +11810,18 @@ msgstr "" "construite dès qu'elle est transférée de la plateforme de mise à niveau, et " "le mode de mise à niveau est quitté." -#: ../../content/administration/upgrade.rst:152 -#: ../../content/administration/upgrade.rst:344 +#: ../../content/administration/upgrade.rst:143 +msgid "" +"Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more " +"information." +msgstr "" + +#: ../../content/administration/upgrade.rst:145 +#: ../../content/administration/upgrade.rst:341 msgid "On-premise" msgstr "On-premise" -#: ../../content/administration/upgrade.rst:154 +#: ../../content/administration/upgrade.rst:147 msgid "" "The standard upgrade process can be initiated by entering the following " "command line on the machine where the database is hosted:" @@ -11724,7 +11830,7 @@ msgstr "" "ligne de commande suivante sur la machine sur laquelle la base de données " "est hébergée :" -#: ../../content/administration/upgrade.rst:161 +#: ../../content/administration/upgrade.rst:154 msgid "" "The following command can be used to display the general help and the main " "commands:" @@ -11732,7 +11838,7 @@ msgstr "" "La commande suivante peut être utilisée pour afficher l'aide générale et les" " commandes principales :" -#: ../../content/administration/upgrade.rst:167 +#: ../../content/administration/upgrade.rst:160 msgid "" "An upgraded test database can also be requested via the `Upgrade page " "`_." @@ -11740,7 +11846,15 @@ msgstr "" "Une base de données test mise à niveau peut également être demandée via la " "`Page de mise à niveau `_." -#: ../../content/administration/upgrade.rst:171 +#: ../../content/administration/upgrade.rst:164 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. Check out the :doc:`/developer/howtos/upgrade_custom_db` page for" +" more information." +msgstr "" + +#: ../../content/administration/upgrade.rst:169 msgid "" "For security reasons, only the person who submitted the upgrade request can " "download it." @@ -11748,7 +11862,7 @@ msgstr "" "Pour des raisons de sécurité, seule la personne qui a soumis la demande de " "mise à niveau peut la télécharger." -#: ../../content/administration/upgrade.rst:172 +#: ../../content/administration/upgrade.rst:170 msgid "" "For storage reasons, the database's copy is submitted without a filestore to" " the upgrade server. Therefore, the upgraded database does not contain the " @@ -11758,7 +11872,7 @@ msgstr "" "serveur de mise à niveau sans filestore. Par conséquent, la base de données " "mise à niveau ne contient pas le filestore de production." -#: ../../content/administration/upgrade.rst:174 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " @@ -11768,15 +11882,15 @@ msgstr "" " fusionné avec le filestore de production pour pouvoir effectuer des tests " "dans les mêmes conditions que dans la nouvelle version." -#: ../../content/administration/upgrade.rst:177 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "La base de données mise à niveau contient :" -#: ../../content/administration/upgrade.rst:179 +#: ../../content/administration/upgrade.rst:177 msgid "A `dump.sql` file containing the upgraded database" msgstr "Un fichier `dump.sql` contenant la base de données mise à niveau" -#: ../../content/administration/upgrade.rst:180 +#: ../../content/administration/upgrade.rst:178 msgid "" "A `filestore` folder containing files extracted from in-database records " "into attachments (if there are any) and new standard Odoo files from the " @@ -11791,7 +11905,7 @@ msgstr "" "s'agit du dossier qui doit être fusionné avec le mémoire fichier de " "production afin d'obtenir le mémoire fichier complet mis à jour." -#: ../../content/administration/upgrade.rst:187 +#: ../../content/administration/upgrade.rst:185 msgid "" "You can request multiple test databases if you wish to test an upgrade more " "than once." @@ -11799,7 +11913,7 @@ msgstr "" "Vous pouvez demander plusieurs bases de données de test si vous voulez " "tester la mise à niveau plus d'une fois." -#: ../../content/administration/upgrade.rst:192 +#: ../../content/administration/upgrade.rst:190 msgid "" "When an upgrade request is completed, an upgrade report is attached to the " "successful upgrade email, and it becomes available in the Discuss app for " @@ -11814,11 +11928,11 @@ msgstr "" "informations importantes sur les changements introduits par la nouvelle " "version." -#: ../../content/administration/upgrade.rst:200 +#: ../../content/administration/upgrade.rst:198 msgid "Testing the new version of the database" msgstr "Tester la nouvelle version de la base de données" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:200 msgid "" "It is essential to spend some time testing the upgraded test database to " "ensure that you are not stuck in your day-to-day activities by a change in " @@ -11829,7 +11943,7 @@ msgstr "" "quotidiennes par un changement de vue, de comportement ou par un message " "d'erreur lorsque la mise à niveau sera opérationnelle." -#: ../../content/administration/upgrade.rst:207 +#: ../../content/administration/upgrade.rst:205 msgid "" "Test databases are neutralized, and some features are disabled to prevent " "them from impacting the production database:" @@ -11838,11 +11952,11 @@ msgstr "" "sont désactivées pour éviter qu'elles n'aient un impact sur la base de " "données de production :" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:208 msgid "Scheduled actions are disabled." msgstr "Les actions planifiées sont désactivées." -#: ../../content/administration/upgrade.rst:211 +#: ../../content/administration/upgrade.rst:209 msgid "" "Outgoing mail servers are disabled by archiving the existing ones and adding" " a fake one." @@ -11850,14 +11964,14 @@ msgstr "" "Les serveurs de messagerie sortants sont désactivés en archivant les " "serveurs existants et en ajoutant un faux serveur." -#: ../../content/administration/upgrade.rst:212 +#: ../../content/administration/upgrade.rst:210 msgid "" "Payment providers and delivery carriers are reset to the test environment." msgstr "" "Les fournisseurs de paiement et les transporteurs sont réinitialisés dans " "l'environnement de test." -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:211 msgid "" "Bank synchronization is disabled. Should you want to test the " "synchronization, contact your bank synchronization provider to get sandbox " @@ -11867,7 +11981,7 @@ msgstr "" "synchronisation, contactez votre fournisseur de synchronisation bancaire " "pour obtenir des identifiants sandbox." -#: ../../content/administration/upgrade.rst:216 +#: ../../content/administration/upgrade.rst:214 msgid "" "Testing as many of your business flows as possible is strongly recommended " "to ensure they are working correctly and to get more familiar with the new " @@ -11877,11 +11991,11 @@ msgstr "" "pour s'assurer qu'ils fonctionnent correctement et pour se familiariser avec" " la nouvelle version." -#: ../../content/administration/upgrade.rst:219 +#: ../../content/administration/upgrade.rst:217 msgid "Basic test checklist" msgstr "Check-list des tests de base" -#: ../../content/administration/upgrade.rst:221 +#: ../../content/administration/upgrade.rst:219 msgid "" "Are there views that are deactivated in your test database but active in " "your production database?" @@ -11889,20 +12003,20 @@ msgstr "" "Il y a-t-il des vues qui sont désactivées dans votre base de données de " "test, mais actives dans votre base de données de production ?" -#: ../../content/administration/upgrade.rst:223 +#: ../../content/administration/upgrade.rst:221 msgid "Are your usual views still displayed correctly?" msgstr "Vos vues habituelles s'affichent-elles correctement ?" -#: ../../content/administration/upgrade.rst:224 +#: ../../content/administration/upgrade.rst:222 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" "Vos rapports (facture, commande, etc.) sont-ils correctement générés ?" -#: ../../content/administration/upgrade.rst:225 +#: ../../content/administration/upgrade.rst:223 msgid "Are your website pages working correctly?" msgstr "Les pages de votre site web fonctionnent-ils correctement ?" -#: ../../content/administration/upgrade.rst:226 +#: ../../content/administration/upgrade.rst:224 msgid "" "Are you able to create and modify records? (sales orders, invoices, " "purchases, users, contacts, companies, etc.)" @@ -11911,23 +12025,23 @@ msgstr "" "(commandes, factures, bons de commande, utilisateurs, contacts, sociétés, " "etc.)" -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:226 msgid "Are there any issues with your mail templates?" msgstr "Rencontrez-vous des problèmes avec vos modèles d'email ?" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:227 msgid "Are there any issues with saved translations?" msgstr "Rencontrez-vous des problèmes avec les traductions enregistrées ?" -#: ../../content/administration/upgrade.rst:230 +#: ../../content/administration/upgrade.rst:228 msgid "Are your search filters still present?" msgstr "Vos filtres de recherche sont-ils toujours présents ?" -#: ../../content/administration/upgrade.rst:231 +#: ../../content/administration/upgrade.rst:229 msgid "Can you export your data?" msgstr "Pouvez-vous exporter vos données ?" -#: ../../content/administration/upgrade.rst:235 +#: ../../content/administration/upgrade.rst:233 msgid "" "Checking a random product in your product catalog and comparing its test and" " production data to verify everything is the same (product category, selling" @@ -11938,15 +12052,15 @@ msgstr "" "(catégorie de produit, prix de vente, coût, fournisseur, comptes, routes, " "etc.)." -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:236 msgid "Buying this product (Purchase app)." msgstr "Acheter ce produit (application Achats)" -#: ../../content/administration/upgrade.rst:239 +#: ../../content/administration/upgrade.rst:237 msgid "Confirming the reception of this product (Inventory app)." msgstr "Confirmer la réception de ce produit (application Inventaire)." -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:238 msgid "" "Checking if the route to receive this product is the same in your production" " database (Inventory app)." @@ -11954,11 +12068,11 @@ msgstr "" "Vérifier si la route pour recevoir ce produit est la même dans votre base de" " données de production (application Inventaire)." -#: ../../content/administration/upgrade.rst:242 +#: ../../content/administration/upgrade.rst:240 msgid "Selling this product (Sales app) to a random customer." msgstr "Vendre ce produit (application Ventes) à un client aléatoire." -#: ../../content/administration/upgrade.rst:243 +#: ../../content/administration/upgrade.rst:241 msgid "" "Opening your customer database (Contacts app), selecting a customer (or " "company), and checking its data." @@ -11966,11 +12080,11 @@ msgstr "" "Ouvrir votre base de données client (application Contacts), sélectionner un " "client (ou une société) et vérifier ses données." -#: ../../content/administration/upgrade.rst:245 +#: ../../content/administration/upgrade.rst:243 msgid "Shipping this product (Inventory app)." msgstr "Expédier ce produit (application Inventaire)." -#: ../../content/administration/upgrade.rst:246 +#: ../../content/administration/upgrade.rst:244 msgid "" "Checking if the route to ship this product is the same as in your production" " database (Inventory app)." @@ -11978,12 +12092,12 @@ msgstr "" "Vérifier si la route pour expédier ce produit est la même que dans votre " "base de données de production (application Inventaire)." -#: ../../content/administration/upgrade.rst:248 +#: ../../content/administration/upgrade.rst:246 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" "Valider la facture d'un client (application Facturation ou Comptabilité)." -#: ../../content/administration/upgrade.rst:249 +#: ../../content/administration/upgrade.rst:247 msgid "" "Crediting the invoice (issuing a credit note) and checking if it behaves as " "in your production database." @@ -11991,11 +12105,11 @@ msgstr "" "Créditer la facture (émettre un avoir) et vérifier si le comportement est le" " même que dans votre base de données de production." -#: ../../content/administration/upgrade.rst:251 +#: ../../content/administration/upgrade.rst:249 msgid "Checking your reports' results (Accounting app)." msgstr "Vérifier les résultats de vos rapports (application Comptabilité)." -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:250 msgid "" "Randomly checking your taxes, currencies, bank accounts, and fiscal year " "(Accounting app)." @@ -12003,7 +12117,7 @@ msgstr "" "Vérifier vos taxes, devises, comptes bancaires et exercice fiscal de manière" " aléatoire (application Comptabilité)." -#: ../../content/administration/upgrade.rst:253 +#: ../../content/administration/upgrade.rst:251 msgid "" "Making an online order (Website apps) from the product selection in your " "shop until the checkout process and checking if everything behaves as in " @@ -12014,7 +12128,7 @@ msgstr "" "vérifier si le comportement est le même que dans votre base de données de " "production." -#: ../../content/administration/upgrade.rst:256 +#: ../../content/administration/upgrade.rst:254 msgid "" "This list is **not** exhaustive. Extend the example to your other apps based" " on your use of Odoo." @@ -12022,7 +12136,7 @@ msgstr "" "Cette liste n'est **pas** exhaustive. Étendez l'exemple à vos autres " "applications en fonction de votre utilisation d'Odoo." -#: ../../content/administration/upgrade.rst:258 +#: ../../content/administration/upgrade.rst:256 msgid "" "If you face an issue while testing your upgraded test database, you can " "request the assistance of Odoo via the `support page " @@ -12039,7 +12153,7 @@ msgstr "" "de test pour y remédier avant de mettre à niveau votre base de données de " "production." -#: ../../content/administration/upgrade.rst:263 +#: ../../content/administration/upgrade.rst:261 msgid "" "You might encounter significant differences with standard views, features, " "fields, and models during testing. Those changes cannot be reverted on a " @@ -12053,15 +12167,15 @@ msgstr "" "changement introduit par une nouvelle version casse une personnalisation, il" " est de la respons" -#: ../../content/administration/upgrade.rst:269 +#: ../../content/administration/upgrade.rst:267 msgid "Do not forget to test:" msgstr "N'oubliez pas de tester :" -#: ../../content/administration/upgrade.rst:271 +#: ../../content/administration/upgrade.rst:269 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "Les intégrations avec les logiciels externes (EDI, APIs, etc.)" -#: ../../content/administration/upgrade.rst:272 +#: ../../content/administration/upgrade.rst:270 msgid "" "Workflows between different apps (online sales with eCommerce, converting a " "lead all the way to a sales order, delivery of products, etc.)" @@ -12069,15 +12183,15 @@ msgstr "" "Les flux de travail entre différentes applications (ventes en ligne avec " "eCommerce, convertir une piste en commande, livraison de produits, etc.)" -#: ../../content/administration/upgrade.rst:274 +#: ../../content/administration/upgrade.rst:272 msgid "Data exports" msgstr "Les exports de données" -#: ../../content/administration/upgrade.rst:275 +#: ../../content/administration/upgrade.rst:273 msgid "Automated actions" msgstr "Actions automatisées" -#: ../../content/administration/upgrade.rst:276 +#: ../../content/administration/upgrade.rst:274 msgid "" "Server actions in the action menu on form views, as well as by selecting " "multiple records on list views" @@ -12085,11 +12199,11 @@ msgstr "" "Les actions serveur dans le menu d'action sur les formulaires, ainsi qu'en " "sélectionnant plusieurs enregistrements sur les vues de liste." -#: ../../content/administration/upgrade.rst:282 +#: ../../content/administration/upgrade.rst:280 msgid "Upgrading the production database" msgstr "Mettre à niveau la base de données de production" -#: ../../content/administration/upgrade.rst:284 +#: ../../content/administration/upgrade.rst:282 msgid "" "Once the :ref:`tests ` are completed and you are " "confident that the upgraded database can be used as your main database " @@ -12104,7 +12218,7 @@ msgstr "" "analystes de l'assistance à la mise à niveau d'Odoo, joignable via la `page " "d'assistance `__." -#: ../../content/administration/upgrade.rst:289 +#: ../../content/administration/upgrade.rst:287 msgid "" "Your production database will be unavailable during its upgrade. Therefore, " "we recommend planning the upgrade at a time when the use of the database is " @@ -12114,35 +12228,28 @@ msgstr "" " niveau. Par conséquent, nous vous recommandons de planifier la mise à " "niveau à un moment où l'utilisation de la base de données est minimale." -#: ../../content/administration/upgrade.rst:292 +#: ../../content/administration/upgrade.rst:290 msgid "" "As the standard upgrade scripts and your database are constantly evolving, " "it is also recommended to frequently request another upgraded test database " "to ensure that the upgrade process is still successful, especially if it " -"takes a long time to finish. Fully rehearsing the upgrade process the day " -"before upgrading the production database is also recommended." +"takes a long time to finish. **Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended.**" msgstr "" -"Comme les scripts de mise à niveau standard et votre base de données sont en" -" évolution constante, il est également recommandé de demander fréquemment " -"une autre base de données de test mise à niveau pour s'assurer que le " -"processus de mise à niveau est toujours réussi, en particulier s'il prend " -"beaucoup de temps à se terminer. Il est également recommandé de répéter " -"entièrement le processus de mise à niveau la veille de la mise à niveau de " -"la base de données de production." -#: ../../content/administration/upgrade.rst:298 +#: ../../content/administration/upgrade.rst:296 msgid "Going into production without first testing may lead to:" msgstr "" "La mise en production sans avoir effectué de tests préalables peut entraîner" " :" -#: ../../content/administration/upgrade.rst:300 +#: ../../content/administration/upgrade.rst:298 msgid "Users failing to adjust to the changes and new features" msgstr "" "Des utilisateurs qui ne s'adaptent pas aux changements et aux nouvelles " "fonctionnalités" -#: ../../content/administration/upgrade.rst:301 +#: ../../content/administration/upgrade.rst:299 msgid "" "Business interruptions (e.g., no longer having the possibility to validate " "an action)" @@ -12150,7 +12257,7 @@ msgstr "" "Des interruptions d'activité (par ex. ne plus avoir la possibilité de " "valider une action)" -#: ../../content/administration/upgrade.rst:302 +#: ../../content/administration/upgrade.rst:300 msgid "" "Poor customer experience (e.g., an eCommerce website that does not work " "correctly)" @@ -12158,7 +12265,7 @@ msgstr "" "Une mauvaise expérience client (par ex. un site web d'eCommerce qui ne " "fonctionne pas correctement)" -#: ../../content/administration/upgrade.rst:304 +#: ../../content/administration/upgrade.rst:302 msgid "" "The process of upgrading a production database is similar to upgrading a " "test database with a few exceptions." @@ -12167,7 +12274,7 @@ msgstr "" "similaire à la mise à niveau d'une base de données de test avec quelques " "exceptions." -#: ../../content/administration/upgrade.rst:311 +#: ../../content/administration/upgrade.rst:309 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "`, except for the purpose option, which must " @@ -12178,7 +12285,7 @@ msgstr "" "de finalité, qui doit être définie sur :guilabel:`Production` au lieu de " ":guilabel:`Test`." -#: ../../content/administration/upgrade.rst:316 +#: ../../content/administration/upgrade.rst:314 msgid "" "Once the upgrade is requested, the database will be unavailable until the " "upgrade is finished. Once the process is completed, it is impossible to " @@ -12188,7 +12295,7 @@ msgstr "" "disponible jusqu'à la fin de la mise à niveau. Une fois le processus " "terminé, il est impossible de revenir à la version précédente." -#: ../../content/administration/upgrade.rst:322 +#: ../../content/administration/upgrade.rst:320 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "` on the :guilabel:`Production` branch." @@ -12201,7 +12308,7 @@ msgstr "" msgid "View from the upgrade tab" msgstr "Vue de l'onglet Mise à niveau" -#: ../../content/administration/upgrade.rst:328 +#: ../../content/administration/upgrade.rst:326 msgid "" "The process is **triggered as soon as a new commit is made** on the branch. " "This allows the upgrade process to be synchronized with the deployment of " @@ -12214,7 +12321,7 @@ msgstr "" "a pas de modules personnalisés, le processus de mise à niveau est déclenché " "immédiatement." -#: ../../content/administration/upgrade.rst:334 +#: ../../content/administration/upgrade.rst:332 msgid "" "The database is unavailable throughout the process. If anything goes wrong, " "the platform automatically reverts the upgrade, as it would be for a regular" @@ -12226,18 +12333,16 @@ msgstr "" "le fait pour une mise à jour régulière. En cas de réussite, une sauvegarde " "de la base de données avant la mise à niveau est créée." -#: ../../content/administration/upgrade.rst:338 +#: ../../content/administration/upgrade.rst:336 msgid "" "The update of your custom modules must be successful to complete the entire " "upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." +":guilabel:`successful` before trying it in production. More information on " +"how to upgrade your custom modules can be found on " +":doc:`/developer/howtos/upgrade_custom_db`." msgstr "" -"La mise à jour de vos modules personnalisés doit être réussie pour que le " -"processus de mise à niveau soit complet. Assurez-vous que votre mise à " -"niveau de simulation affiche le statut :guilabel:`réussite` avant de " -"l'essayer en production." -#: ../../content/administration/upgrade.rst:346 +#: ../../content/administration/upgrade.rst:343 msgid "" "The command to upgrade a database to production is similar to the one of " "upgrading a test database except for the argument `test`, which must be " @@ -12247,7 +12352,7 @@ msgstr "" "similaire à celle de la mise à niveau d'une base de données de test à " "l'exception de l'argument `test`, qui doit être remplacé par `production`:" -#: ../../content/administration/upgrade.rst:353 +#: ../../content/administration/upgrade.rst:350 msgid "" "An upgraded production database can also be requested via the `Upgrade page " "`_. Once the database is uploaded, any " @@ -12262,7 +12367,7 @@ msgstr "" " C'est la raison pour laquelle nous vous recommandons de ne pas l'utiliser " "pendant le processus de mise à niveau." -#: ../../content/administration/upgrade.rst:360 +#: ../../content/administration/upgrade.rst:357 msgid "" "When requesting an upgraded database for production purposes, the copy is " "submitted without a filestore. Therefore, the upgraded database filestore " @@ -12274,7 +12379,7 @@ msgstr "" "mémoire fichier de la base de données mise à niveau doit être fusionné avec " "le mémoire fichier de production avant de déployer la nouvelle version." -#: ../../content/administration/upgrade.rst:364 +#: ../../content/administration/upgrade.rst:361 msgid "" "In case of an issue with your production database, you can request the " "assistance of Odoo via the `support page " @@ -12286,11 +12391,11 @@ msgstr "" "`__ en sélectionnant l'option " "relative à la mise à niveau en production." -#: ../../content/administration/upgrade.rst:372 +#: ../../content/administration/upgrade.rst:369 msgid "Service-level agreement (SLA)" msgstr "Accord de niveau de service (SLA)" -#: ../../content/administration/upgrade.rst:374 +#: ../../content/administration/upgrade.rst:371 msgid "" "With Odoo Enterprise, upgrading a database to the most recent version of " "Odoo is **free**, including any support required to rectify potential " @@ -12301,7 +12406,7 @@ msgstr "" "nécessaire pour rectifier les écarts potentiels dans la base de données mise" " à niveau." -#: ../../content/administration/upgrade.rst:377 +#: ../../content/administration/upgrade.rst:374 msgid "" "Information about the upgrade services included in the Enterprise Licence is" " available in the :ref:`Odoo Enterprise Subscription Agreement `. " @@ -12312,11 +12417,11 @@ msgstr "" "Enterprise Subscription Agreement `. Cependant, cette section " "clarifie les services de mise à niveau auxquels vous pouvez vous attendre." -#: ../../content/administration/upgrade.rst:382 +#: ../../content/administration/upgrade.rst:379 msgid "Upgrade services covered by the SLA" msgstr "Services de mise à niveau couverts par le SLA" -#: ../../content/administration/upgrade.rst:384 +#: ../../content/administration/upgrade.rst:381 msgid "" "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " "self-hosted (On-Premise) can benefit from upgrade services at all times for:" @@ -12325,11 +12430,11 @@ msgstr "" " et Odoo.sh) ou hébergées sur vos serveurs (On-Premise) bénéficient des " "services de mise à niveau suivants à tout moment :" -#: ../../content/administration/upgrade.rst:387 +#: ../../content/administration/upgrade.rst:384 msgid "the upgrade of all **standard applications**;" msgstr "la mise à niveau de toutes les **applications standards** ;" -#: ../../content/administration/upgrade.rst:388 +#: ../../content/administration/upgrade.rst:385 msgid "" "the upgrade of all **customizations created with the Studio app**, as long " "as Studio is still installed and the respective subscription is still " @@ -12339,7 +12444,7 @@ msgstr "" " Studio**, tant que Studio reste installée et que l'abonnement correspondant" " est toujours actif ; et" -#: ../../content/administration/upgrade.rst:390 +#: ../../content/administration/upgrade.rst:387 msgid "" "the upgrade of all **developments and customizations covered by a " "maintenance of customizations subscription**." @@ -12347,7 +12452,7 @@ msgstr "" "la mise à niveau de tous les **développements et personnalisations couverts " "par un abonnement de maintenance des personnalisations**." -#: ../../content/administration/upgrade.rst:393 +#: ../../content/administration/upgrade.rst:390 msgid "" "Upgrade services are limited to the technical conversion and adaptation of a" " database (standard modules and data) to make it compatible with the version" @@ -12357,22 +12462,22 @@ msgstr "" "l'adaptation d'une base de données (modules et données standards) pour les " "rendre compatibles avec la version ciblée par la mise à niveau." -#: ../../content/administration/upgrade.rst:397 +#: ../../content/administration/upgrade.rst:394 msgid "Upgrade services not covered by the SLA" msgstr "Services de mise à niveau non couverts par le SLA" -#: ../../content/administration/upgrade.rst:399 +#: ../../content/administration/upgrade.rst:396 msgid "The following upgrade-related services are **not** included:" msgstr "Les services de mise à niveau suivants ne sont **pas** inclus :" -#: ../../content/administration/upgrade.rst:401 +#: ../../content/administration/upgrade.rst:398 msgid "" "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" "le **nettoyage** des données et des configurations préexistantes lors de la " "mise à niveau ;" -#: ../../content/administration/upgrade.rst:402 +#: ../../content/administration/upgrade.rst:399 msgid "" "the upgrade of **custom modules created in-house or by third parties**, " "including Odoo partners;" @@ -12380,7 +12485,7 @@ msgstr "" "la mise à niveau des **modules personnalisés créés en interne ou par des " "tiers**, y compris les partenaires d'Odoo ;" -#: ../../content/administration/upgrade.rst:403 +#: ../../content/administration/upgrade.rst:400 msgid "" "lines of **code added to standard modules**, i.e., customizations created " "outside the Studio app, code entered manually, and :ref:`automated actions " @@ -12391,16 +12496,16 @@ msgstr "" "manuellement et les :ref:`actions automatisées utilisant le code Python " "` ; et" -#: ../../content/administration/upgrade.rst:406 +#: ../../content/administration/upgrade.rst:403 msgid "**training** on using the upgraded version's features and workflows." msgstr "" "la **formation** à l'utilisation des fonctionnalités et des flux de travail " "de la version mise à jour." -#: ../../content/administration/upgrade.rst:409 +#: ../../content/administration/upgrade.rst:406 msgid ":doc:`Odoo.sh documentation `" msgstr ":doc:`Documentation Odoo.sh `" -#: ../../content/administration/upgrade.rst:410 +#: ../../content/administration/upgrade.rst:407 msgid ":doc:`Supported Odoo versions `" msgstr ":doc:`Versions d'Odoo prises en charge `" diff --git a/locale/fr/LC_MESSAGES/finance.po b/locale/fr/LC_MESSAGES/finance.po index 22ec22a22..78c67a049 100644 --- a/locale/fr/LC_MESSAGES/finance.po +++ b/locale/fr/LC_MESSAGES/finance.po @@ -18,8 +18,8 @@ # Alain van de Werve , 2023 # Xavier Symons , 2023 # Shark McGnark , 2023 -# jb78180 , 2023 # Camille Dantinne , 2023 +# jb78180 , 2023 # Jonathan Castillo , 2023 # Jérôme Tanché , 2023 # Arnaud Willem , 2023 @@ -35,7 +35,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2023\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" @@ -240,7 +240,9 @@ msgstr "" "--> Analyse --> Grand livre des partenaires`. " #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "Analyse" @@ -254,7 +256,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "Rapports financiers" @@ -461,11 +463,11 @@ msgstr "" " sorte qu'aucun journal de fin d'exercice ou report n'est nécessaire. Les " "pertes et profits sont automatiquement reportés dans le bilan." -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "Fiduciaires" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -475,11 +477,11 @@ msgstr "" ":menuselection:`Comptabilité --> Configuration --> Paramètres --> Mode " "Fiduciaires`. Lorsqu'il est activé :" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "La séquence du document devient modifiable sur tous les documents ;" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" @@ -488,7 +490,7 @@ msgstr "" "et contrôler l'encodage en automatisant la création de lignes avec le bon " "compte et taxe ;" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." @@ -496,7 +498,7 @@ msgstr "" "La :guilabel:`Date de la facture client` et la :guilabel:`Date de la facture" " fournisseur` sont préremplies lors de l'encodage d'une transaction." -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -683,8 +685,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -695,28 +697,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -1234,14 +1241,10 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" -"Cette déconnexion peut être causée par l'assistance d'Odoo. Dans ce cas, " -"veuillez contacter l'`Assistance d'Odoo `_ " -"directement avec votre identifiant client ou la référence de l'erreur " -"répertoriée dans le chatter." #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 msgid "Migration process for users having installed Odoo before December 2020" @@ -2385,7 +2388,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "Le rapport d'écarts de conversion après l'ajustement." #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "Rapprochement bancaire" @@ -3428,10 +3431,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "**Compte**" @@ -3447,10 +3448,8 @@ msgstr "**Date d'échéance**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -3459,10 +3458,8 @@ msgstr "**Débit**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -3498,8 +3495,8 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -3517,6 +3514,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -3532,7 +3535,7 @@ msgstr "Ventes" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -3758,7 +3761,7 @@ msgid ":doc:`payment_terms`" msgstr ":doc:`payment_terms`" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr ":doc:`../payments`" @@ -4484,474 +4487,408 @@ msgstr "Produits constatés d'avance" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" -"Les **produits constatés d'avance** sont des paiements effectués à l'avance " -"par les clients pour des produits qui n'ont pas encore été livrés ou des " -"services qui n'ont pas encore été fournis." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -"Ces paiements constituent un **passif** pour l'entreprise qui les reçoit " -"puisqu'elle doit encore ces produits ou services aux clients. L'entreprise " -"ne peut pas les reporter sur le **compte de résultat** ou **compte de pertes" -" et profits** actuel, puisque les paiements seront effectivement perçus à " -"l'avenir." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" -"Ces revenus futurs doivent être constatés d'avance au bilan de l'entreprise " -"jusqu'au moment où ils peuvent être **comptabilisés**, en une fois ou sur " -"une période définie, dans le compte de résultat." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -"Par exemple, nous vendons une garantie étendue de cinq ans pour 350 $. Nous " -"recevons déjà l'argent maintenant, mais nous ne l'avons pas encore gagné. " -"Par conséquent, nous comptabilisons ce nouveau revenu dans un compte de " -"produits constatés d'avance et décidons de le comptabiliser sur une base " -"annuelle. Chaque année, pendant les 5 prochaines années, 70 $ seront " -"comptabilisés en tant que revenus." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -"Odoo Comptabilité gère les produits constatés d'avance en les répartissant " -"dans plusieurs écritures qui sont automatiquement créées en *mode brouillon*" -" puis comptabilisées périodiquement." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -"Le serveur vérifie une fois par jour si une écriture doit être " -"comptabilisée. Il peut donc s'écouler jusqu'à 24 heures avant que l'écriture" -" ne passe du statut *brouillon* à celui de *comptabilisé*." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "Conditions préalables" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" -"Ces transactions doivent être comptabilisées sur un **compte de produits " -"constatés d'avance** plutôt que sur le compte des revenus par défaut." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" -msgstr "Configurer un compte de produits constatés d'avance" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -"Pour configurer votre compte dans le **Plan comptable**, allez à " -":menuselection:`Comptabilité --> Configuration --> Plan comptable`, cliquez " -"sur *Créer* et remplissez le formulaire." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -"Configuration d'un compte de produits constatés d'avance dans Odoo " -"Comptabilité" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -"Ce type de compte doit être soit *Passifs circulants*, soit *Passifs " -"immobilisés*." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" -msgstr "Enregistrer un revenu sur le bon compte" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "Sélectionner le compte sur une facture brouillon" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -"Sur une facture brouillon, sélectionnez le bon compte pour tous les produits" -" dont les revenus doivent être reportés." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 +msgid "" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" -"Sélection d'un compte de produits constatés d'avance sur une facture " -"brouillon dans Odoo Comptabilité" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" -msgstr "Choisir un compte des revenus différent pour des produits spécifiques" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" -"Commencez par éditer le produit, allez à l'onglet *Comptabilité*, " -"sélectionnez le bon **Compte des revenus** et enregistrez." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" -msgstr "Modifiez le Compte des revenus d'un produit dans Odoo." +msgid "Deferred revenue report" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -"Il est possible d'automatiser la création des écritures de revenus pour ces " -"produits (voir : `Automatiser les produits constatés d'avance`_)." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" -msgstr "Modifier le compte d'une écriture comptable comptabilisée" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -"Pour ce faire, ouvrez votre Journal des ventes en allant à " -":menuselection:`Comptabilité --> Comptabilité --> Ventes`, sélectionnez " -"l'écriture comptable que vous souhaitez modifier, cliquez sur le compte et " -"sélectionnez le compte approprié." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" -"Modification du compte d'une écriture comptable enregistrée dans Odoo " -"Comptabilité" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "Écritures de produits constatés d'avance" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "Créer une nouvelle entrée" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -"Une **écriture de produits constatés d'avance** génère automatiquement " -"toutes les écritures comptables en *mode brouillon*. Elles sont ensuite " -"enregistrées une par une au bon moment jusqu'à ce que le montant total du " -"revenu est comptabilisé." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -"Pour créer une nouvelle écriture, allez à :menuselection:`Comptabilité --> " -"Comptabilité --> Produits constatés d'avance`, cliquez sur *Créer* et " -"complétez le formulaire." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -"Cliquez sur **sélectionner les achats associés** pour relier une écriture " -"comptable existante à cette nouvelle écriture. Certains champs sont alors " -"remplis automatiquement et l'écriture comptable est désormais répertoriée " -"dans l'onglet **Ventes associées**." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" -msgstr "Écriture de produits constatés d'avance dans Odoo Comptabilité" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -"Une fois cela fait, vous pouvez cliquer sur *Calcul des produits* (à côté du" -" bouton *Confirmer*) pour générer toutes les valeurs du **Tableau des " -"produits**. Ce tableau vous montre toutes les écritures qu'Odoo enregistrera" -" pour comptabiliser vos produits, et à quelle date." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "Tableau des produits dans Odoo Comptabilité" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" -msgstr "Que signifie \"Prorata Temporis\" ?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -"La fonctionnalité **Prorata temporis** est utile pour comptabiliser vos " -"produits le plus exactement possible." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 -msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 +msgid "" +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"Grâce à cette fonctionnalité, la première écriture du tableau des produits " -"est calculée sur la base du temps restant entre la *Date de prorata* et la " -"*Première date de comptabilisation*, plutôt que sur la base du temps par " -"défaut entre comptabilisations." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 -msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 +msgid "" +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" -"Par exemple, le tableau des produits présente un premier produit d'un " -"montant de 4,22 $ au lieu de 70,00 $. Par conséquent, la dernière écriture " -"est également inférieure et s'élève à 65,78 $." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "Écriture à reporter à partir du Journal des ventes" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -"Vous pouvez créer une écriture à reporter à partir d'une écriture comptable " -"spécifique dans votre **Journal des ventes**." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"Pour ce faire, ouvrez votre Journal des ventes en allant à " -":menuselection:`Comptabilité --> Comptabilité --> Ventes`, et sélectionnez " -"l'écriture comptable que vous souhaitez reporter. Assurez-vous qu'elle est " -"enregistrée dans le bon compte (voir : `Modifier le compte d'une écriture " -"comptable enregistrée`_)." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" -"Ensuite, cliquez sur *Action*, sélectionnez **Créer une écriture à " -"reporter** et remplissez le formulaire de la même manière que vous le feriez" -" pour `créer une nouvelle écriture`_." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" -msgstr "" -"Créez une écriture à reporter à partir d'une écriture comptable dans Odoo " -"Comptabilité" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "Modèles de produits constatés d'avance" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -"Vous pouvez créer des **modèles de produits constatés d'avance** pour créer " -"vos écritures de produits constatés d'avance plus rapidement." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"Pour créer un modèle, allez à :menuselection:`Comptabilité --> Configuration" -" --> modèles de produits constatés d'avance`, cliquez sur *Créer*, et " -"complétez le formulaire de la même manière que vous le feriez pour créer une" -" nouvelle écriture." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" -"Vous pouvez également convertir une *écriture de produits constatés d'avance" -" confirmée* en un modèle en l'ouvrant à partir de " -":menuselection:`Comptabilité --> Comptabilité --> Produits constatés " -"d'avance` puis en cliquant sur le bouton *Enregistrer le modèle*." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" -msgstr "" -"Appliquer un modèle de produits constatés d'avance à une nouvelle écriture" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -"Lorsque vous créez une nouvelle écriture de produits constatés d'avance, " -"remplissez le **Compte de produits constatés d'avance** avec le bon compte " -"de comptabilisation." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -"De nouveaux boutons avec tous les modèles liés à ce compte apparaissent en " -"haut du formulaire. En cliquant sur le bouton d'un modèle, le formulaire se " -"remplit en fonction de ce modèle." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -"Bouton du modèle de produits constatés d'avance dans Odoo Comptabilité" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" -msgstr "Automatiser les produits constatés d'avance" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" -"Lorsque vous créez ou modifiez un compte dont le type est soit *Passifs " -"circulants*, soit *Passifs immobilisés*, vous pouvez le configurer pour " -"qu'il reporte automatiquement les produits qui y sont crédités." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -"Vous avez le choix entre trois options pour le champ **Automatiser les " -"produits constatés d'avance** :" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." -msgstr "**Non :** c'est la valeur par défaut. Rien ne se passe." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -"**Créer en brouillon :** chaque fois qu'une transaction est enregistrée sur " -"le compte, une *écriture de produits constatés d'avance* est créée en " -"brouillon, mais pas validée. Vous devez d'abord remplir le formulaire dans " -":menuselection:`Comptabilité --> Comptabilité --> Produits constatés " -"d'avance`." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" -"**Créer et valider :** vous devez également sélectionner un modèle de " -"produits constatés d'avance (voir : `Modèles de produits constatés " -"d'avance`_). Chaque fois qu'une transaction est enregistrée sur le compte, " -"une *écriture de produits constatés d'avance* est créée et immédiatement " -"validée." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "" -"Automatiser les produits constatés d'avance sur un compte dans Odoo " -"Comptabilité" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" -"Vous pouvez, par exemple, sélectionner ce compte comme le **Compte des " -"revenus** par défaut d'un produit pour automatiser complètement sa vente " -"(voir : `Choisir un compte des revenus différent pour des produits " -"spécifiques`_)." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr ":doc:`../get_started/chart_of_accounts`" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" -msgstr "" -"`Odoo Académie : Produits constatés d'avance (Comptabilisation) " -"`_" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" @@ -5119,7 +5056,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -5191,48 +5128,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -5242,26 +5243,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "Les codes QR de l'EPC" @@ -5492,11 +5681,19 @@ msgstr "**DDP** : Delivered duty paid - Rendu droits acquittés" msgid ":doc:`../reporting/intrastat`" msgstr ":doc:`../reporting/intrastat`" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 msgid "Define an Incoterm" msgstr "Définir un Incoterm" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." @@ -5506,10 +5703,28 @@ msgstr "" " sélectionnez l':guilabel:`Incoterm`." #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 +msgid "Incoterm location" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 +msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 msgid "Default Incoterm configuration" msgstr "Configuration par défaut de l'Incoterm" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " @@ -6761,6 +6976,7 @@ msgstr "" "fiscales` et en mettant à jour les valeurs." #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "Plan comptable" @@ -7902,7 +8118,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -8020,11 +8236,12 @@ msgstr "Types de compte" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "Bilan" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "Assets" @@ -8129,73 +8346,65 @@ msgstr "Autre" msgid "Off-Balance Sheet" msgstr "Hors bilan" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "" -"Automatisation des actifs, des charges constatées d'avance et des produits " -"constatés d'avance" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" ":guilabel:`Non` : il s'agit de la valeur par défaut. Rien ne se passe." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "Taxes par défaut" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "Étiquettes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "Groupes de comptes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -8205,11 +8414,11 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "Créer manuellement des groupes de comptes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -8218,7 +8427,7 @@ msgstr "" "manuellement des groupes de comptes. La section suivante n'est destinée qu'à" " des cas d'utilisation rares et avancés." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -8232,7 +8441,7 @@ msgstr "" msgid "Account groups creation." msgstr "Création de groupes de comptes." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -8243,11 +8452,11 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Groupes de compte dans la balance générale dans Odoo Comptabilité" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "Autoriser le lettrage" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -8256,7 +8465,7 @@ msgstr "" "transactions d'un mode de paiement, peuvent être utilisés pour le lettrage " "des pièces comptables." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -8268,7 +8477,7 @@ msgstr "" "compte utilisé pour enregistrer les paiements par carte de crédit doit être " "configuré de manière à **autoriser le lettrage**." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -8279,11 +8488,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "Obsolète" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -8291,23 +8500,23 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -8315,7 +8524,7 @@ msgstr "" "`Tutoriels Odoo : Plan comptable `_" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -9019,7 +9228,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -9331,42 +9540,30 @@ msgstr "Paiements" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" -"Dans Odoo, les paiements peuvent soit être liés automatiquement à une " -"facture client ou une facture fournisseur, soit être des enregistrements " -"autonomes à utiliser ultérieurement." #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" -"Si un paiement est **lié à une facture client ou une facture fournisseur**, " -"il réduit le montant dû de la facture. Plusieurs paiements peuvent être liés" -" à la même facture." #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" -"Si un paiement n'est **pas lié à une facture client ou fournisseur**, le " -"client a un crédit en suspens auprès de votre entreprise ou votre entreprise" -" a un débit en suspens auprès d'un fournisseur. Vous pouvez utiliser ces " -"montants en suspens pour payer des factures clients/fournisseurs impayées." #: ../../content/applications/finance/accounting/payments.rst:18 msgid ":doc:`Internal transfers `" msgstr ":doc:`Virements internes `" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr ":doc:`bank/reconciliation`" @@ -9386,76 +9583,40 @@ msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -"Lorsque vous cliquez sur :guilabel:`Enregistrer un paiement` sur une facture" -" client ou une facture fournisseur, cela génère une nouvelle écriture " -"comptable et modifie le montant dû en fonction du montant payé. La " -"contrepartie est reflétée dans un compte de paiements entrants/sortants en " -"suspens. À ce stade, la facture client ou la facture fournisseur est marquée" -" comme :guilabel:`En paiement`. Ensuite, lorsque le montant en suspens est " -"rapproché avec une ligne de relevé bancaire, la facture client ou " -"fournisseur passe au statut :guilabel:`Payé`." -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" -"L'icône d'information située près de la ligne de paiement affiche plus " -"d'informations sur le paiement. Vous pouvez accéder à des informations " -"supplémentaires, telles que le journal associé, en cliquant sur " -":guilabel:`Voir`." #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" -msgstr "Voir les informations détaillées d'un paiement" - -#: ../../content/applications/finance/accounting/payments.rst:39 -msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +msgid "See detailed information of a payment." msgstr "" -"La facture client ou la facture fournisseur doit avoir le statut " -":guilabel:`Comptabilisé` pour enregistrer le paiement." -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -"Lorsque vous cliquez sur :guilabel:`Enregistrer un paiement`, vous pouvez " -"sélectionner le montant à payer et effectuer un paiement partiel ou " -"intégral." -#: ../../content/applications/finance/accounting/payments.rst:43 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" -"Si votre compte bancaire principal est défini comme un :ref:`compte en " -"suspens `, et le paiement est effectué dans Odoo " -"(non associé à un relevé bancaire), les factures clients et fournisseurs " -"sont directement enregistrées sous le statut :guilabel:`Payé`." - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -"Si vous avez annulé le lettrage d'un paiement, il apparaît toujours dans vos" -" livres, mais il n'est plus lié à la facture." -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " @@ -9465,7 +9626,7 @@ msgstr "" "différente, une écriture comptable est automatiquement créée pour " "enregistrer le montant des gains/pertes de change (extourne)." -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" @@ -9476,112 +9637,94 @@ msgstr "" "automatiquement créée pour enregistrement le montant de la TVA sur " "encaissements (extourne)." -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" "Enregistrer des paiements non associés à une facture client ou fournisseur" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -"Lorsqu'un nouveau paiement est enregistré via le menu " -":menuselection:`Clients / Fournisseurs --> Paiements`, il n'est pas " -"directement associé à une facture client ou fournisseur. Au lieu de cela, le" -" compte client ou le compte fournisseur est associé au compte en suspens " -"jusqu'à ce qu'il est manuellement lettré à la facture client ou fournisseur " -"associée." -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "Lettrer les factures clients et fournisseurs aux paiements" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" -"Une bannière bleue apparaît lorsque vous validez une nouvelle facture client" -" ou fournisseur et qu'il existe un paiement en suspens pour ce client ou " -"fournisseur spécifique. Il peut facilement être lettré à la facture client " -"ou fournisseur en cliquant sur :guilabel:`AJOUTER` sous :guilabel:`Crédits " -"en suspens` ou :guilabel:`Débits en suspens`." #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -"Affiche l'option AJOUTER pour lettrer une facture client ou une facture " -"fournisseur à un paiement" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -"La facture client ou fournisseur est à présent marquée comme :guilabel:`En " -"paiement` jusqu'à ce qu'elle est rapprochée du relevé bancaire." -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "Paiements par lot" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -"Les paiements par lot vous permettent de regrouper plusieurs paiements pour " -"faciliter le :doc:`lettrage `. Ils sont également " -"utiles lorsque vous déposez des chèques à la banque ou pour les virements " -"SEPA. Pour ce faire, allez à :menuselection:`Comptabilité --> Clients --> " -"Paiements par lot` ou :menuselection:`Comptabilité --> Fournisseurs --> " -"Paiements par lot`. Dans la vue liste des paiements, vous pouvez " -"sélectionnez plusieurs paiements et les regrouper dans un lot en cliquant " -"sur :menuselection:`Action --> créer un paiement par lot`." -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr ":doc:`payments/batch`" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr ":doc:`payments/batch_sdd`" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "Lettrage des paiements" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -"L'outil de :guilabel:`lettrage des paiements` ouvre toutes les factures " -"clients ou fournisseurs non lettrées et vous donne la possibilité de les " -"traiter une par une, en faisant le rapprochement de tous leurs paiements et " -"factures en une seule fois. Vous pouvez accéder à cet outil à partir du " -":menuselection:`Tableau de bord de comptabilité --> Factures clients / " -"Factures fournisseurs`, en cliquant sur :guilabel:`⋮` et sélectionnant " -":guilabel:`Lettrage des paiements`, ou en allant à " -":menuselection:`Comptabilité --> Lettrage`." -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" @@ -9592,47 +9735,56 @@ msgstr "" "restant qui devra être lettré ultérieurement ou qui doit être annulé " "directement." -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "Lettrage des paiements par lot" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" -"Pour lettrer plusieurs paiements ou factures en suspens en une seule fois, " -"pour un client ou fournisseur spécifique, vous pouvez utiliser la " -"fonctionnalité du lettrage par lot. Allez à :menuselection:`Comptabilité -->" -" Analyse --> Balance âgée des clients/fournisseurs`. Vous y verrez toutes " -"les transactions qui n'ont pas encore été lettrées et lorsque vous " -"sélectionnez un client ou un fournisseur, l'option :guilabel:`Lettrer` " -"s'affiche." #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" -msgstr "Voir l'option de lettrage" +msgid "The batch payment reconcile option." +msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "Rapprocher des paiements avec les relevés bancaires" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" -"Une fois qu'un paiement a été enregistré, le statut de la facture client ou " -"fournisseur est :guilabel:`En paiement`. L'étape suivante consiste à " -"effectuer un rapprochement avec la ligne correspondante du relevé bancaire " -"afin de finaliser la transaction et marquer la facture client ou fournisseur" -" comme :guilabel:`Payé`." #: ../../content/applications/finance/accounting/payments/batch.rst:3 msgid "Batch payments by bank deposit" @@ -9691,11 +9843,11 @@ msgid "Registering a customer payment as part of a batch deposit" msgstr "" "L'enregistrement d'un paiement client dans le cadre d'un dépôt par lot" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "Ajouter des paiements à un dépôt par lot" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -9711,7 +9863,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "Remplissez un nouveau formulaire de paiement par lot entrant" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -9724,13 +9876,13 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "Sélectionnez tous les paiements à inclure dans le dépôt par lot" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" "Une fois cela fait, cliquez sur :guilabel:`Valider` pour finaliser le dépôt " "par lot." -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." @@ -9738,7 +9890,7 @@ msgstr "" "Cliquez sur :guilabel:`Imprimer` pour télécharger un fichier PDF à inclure " "dans le bordereau de dépôt." -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -9757,7 +9909,7 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "Rapprocher le paiement par lot avec toutes ses transactions" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." @@ -9765,7 +9917,7 @@ msgstr "" "Si un paiement spécifique n'a pas pu être traité par la banque ou est " "manquant, supprimez le paiement concerné avant de procéder au rapprochement." -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr ":doc:`batch_sdd`" @@ -10721,324 +10873,91 @@ msgstr "Virements internes" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -"Dans Odoo, vous pouvez effectuer des virements internes en quelques clics. " -"Vous avez besoin d'au moins deux comptes bancaires, deux journaux d'espèces " -"ou un compte bancaire et un journal d'espèces." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -"Un compte de virement interne est automatiquement créé dans votre base de " -"données en fonction de la localisation de votre entreprise et de la " -"législation de votre pays. Le cas échéant, le :guilabel:`compte de virement " -"interne` par défaut peut être modifié en allant à l'application " -":menuselection:`Comptabilité --> Configuration --> Paramètres`, dans la " -"section :guilabel:`Comptes par défaut`." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" -"Vous avez besoin d'au moins deux comptes bancaires pour effectuer des " -"virements internes. Consultez la :doc:`section relative aux comptes de " -"banque et d'espèces <../bank>` pour savoir comment ajouter un compte " -"bancaire supplémentaire à votre base de données." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "Enregistrer un virement interne d'une banque à une autre" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" -"Disons que vous avez deux comptes bancaires enregistrés dans votre base de " -"données et que vous voulez verser 1.000 USD de la Banque A à la Banque B." #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "Enregistrer un virement interne" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -"Dans le Tableau de bord de Comptabilité, cliquez sur le bouton du menu " -"déroulant (:guilabel:`⋮`) d'une de vos banques. Dans la colonne " -":guilabel:`Nouveau`, cliquez sur :guilabel:`Virement interne` et saisissez " -"les informations relatives au virement." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "Complétez les informations relatives à votre virement interne" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" -"Remplissez le champ :guilabel:`Mémo` pour un rapprochement automatique." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" -":guilabel:`Enregistrez` et :guilabel:`confirmez` pour enregistrer votre " -"virement interne. L'argent est maintenant comptabilisé dans le compte de " -"virement et un autre paiement est **automatiquement** créé dans le journal " -"de destination (Banque B)." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "Journal de banque (Banque A)" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "Compte de paiements sortants en suspens" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "1.000 $" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "**Compte de virement interne**" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "**1.000 $**" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" -msgstr "Comptabilisation automatisée - Journal de banque (BANQUE B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" +msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "Compte de paiements entrants en suspens" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -"Un paiement sortant en suspens et un paiement entrant en suspens sont en " -"attente dans les journaux de vos deux comptes bancaires, parce que le relevé" -" bancaire confirmant l'envoi et la réception de l'argent n'a pas encore été " -"enregistré." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" -"Paiements sortants/entrants en suspens en attendant l'enregistrement du " -"relevé bancaire" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "Gérer et rapprocher les relevés bancaires" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -"L'étape suivante consiste à enregistrer les relevés bancaires pour finaliser" -" la transaction en créant, :doc:`en important <../bank/transactions>`, ou " -":doc:`en synchronisant <../bank/bank_synchronization>` vos :guilabel:`Lignes" -" de transactions`. Remplissez le :guilabel:`Solde final` et cliquez sur le " -"bouton :guilabel:`Rapprocher`." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "Lignes de transaction à remplir avant le rapprochement" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr ":doc:`../bank/reconciliation`" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" -"Dans la fenêtre suivante, choisissez les contreparties du paiement - dans " -"cet exemple, le compte de paiements sortants en suspens - puis cliquez sur " -":guilabel:`Valider`." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "Rapprocher votre paiement" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "Écriture comptable" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "Paiement sortant en suspens" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "Compte bancaire (BANQUE A)" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" -"Vous devez répéter les mêmes étapes dès que vous recevez le relevé bancaire " -"associé à la Banque. Enregistre et rapprochez vos lignes de relevé bancaire." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "Paiement entrant en suspens" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "Compte bancaire (BANQUE B)" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "Payer plusieurs factures à la fois" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" -"Odoo offre la possibilité de regrouper les paiements de plusieurs factures " -"fournisseurs en une fois, facilitant ainsi le processus de lettrage." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr ":doc:`/applications/finance/accounting/bank/reconciliation`" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "Regrouper des paiements" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" -"Pour enregistrer le paiement de plusieurs factures fournisseurs à la fois, " -"allez à l'application :menuselection:`Comptabilité --> Fournisseurs --> " -"Factures fournisseurs`. Sélectionnez ensuite les factures pour lesquelles " -"vous voulez enregistrer un paiement en **cochant** les cases à côté des " -"factures. Ensuite, cliquez sur :guilabel:`Enregistrer un paiement` ou " -"cliquez sur :menuselection:`Action --> Enregistrer un paiement`." - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "Bouton permettant d'enregistrer un paiement." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" -"Les paiements ne peuvent être enregistrés que pour les factures " -":guilabel:`comptabilisées`." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" -"Lors de l'enregistrement des paiements, une **fenêtre contextuelle** " -"apparaît. À partir de là, vous pouvez créer des **paiements séparés** pour " -"chaque facture fournisseur en une seule fois en cliquant sur " -":guilabel:`Créer un paiement`, *ou*, créer un paiement en combinant les " -"paiements de **toutes** les factures. Pour **combiner** tous les paiements, " -"cochez la case :guilabel:`Regrouper les paiements`." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" -"L'option :guilabel:`Regrouper des paiements` apparaît uniquement lorsque " -"vous sélectionnez deux factures ou plus." - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "" -"L'option permettant de regrouper les paiements lors de l'enregistrement d'un" -" paiement." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" -"Lorsque vous sélectionnez :guilabel:`Regrouper les paiements`, le " -":guilabel:`montant, la devise, la date et le mémo` sont définis " -"automatiquement, mais vous pouvez les modifier en fonction de vos besoins." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "Paiements groupés partiels avec escompte" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" -"En cas de **paiements groupés partiels avec escompte**, vous pouvez suivre " -"les étapes indiquées sur la :doc:`page de documentation relative à " -"l'escompte " -"`. " -"Assurez-vous d'appliquer les :doc:`conditions de paiement " -"` aux " -"**factures fournisseurs** *plutôt* qu'aux factures clients." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "Paiements en ligne" @@ -11302,18 +11221,19 @@ msgstr "Activer le mode de paiement par chèque" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -"Pour activer le mode de paiement par chèque, allez à " -":menuselection:`Comptabilité --> Configuration --> Chèques`, où vous pouvez " -"activer le mode de paiement et configurer le :guilabel:`Format du chèque`. " -"Une fois le paramètre :guilabel:`Chèques` activé, il est automatiquement " -"configuré pour vos :guilabel:`Paiements sortants`." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " @@ -11324,59 +11244,59 @@ msgstr "" ":guilabel:`Format de chèques US` est nécessaire pour imprimer des chèques " "américains." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "Papier à chèque compatible pour l'impression de chèques" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "États-Unis" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" "Pour les États-Unis, Odoo prend en charge par défaut les formats de chèques " "suivants :" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" "**Quickbooks & Quicken** : chèque en haut, talons au milieu et en bas ;" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "**Peachtree** : chèque au milieu, talons en haut et en bas ;" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "**ADP®** : chèque en bas et talons en haut." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "Payer une facture fournisseur par chèque" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "Le paiement d'un fournisseur par chèque se fait en trois étapes :" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "l'enregistrement du paiement" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "l'impression des chèques par lot pour tous les paiements enregistrés" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "le rapprochement des relevés bancaires" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "Enregistrer un paiement par chèque" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -11388,11 +11308,11 @@ msgstr "" "fournisseur est validée, vous pouvez enregistrer un paiement. Définissez le " ":guilabel:`Mode de paiement` sur :guilabel:`Chèques` et validez le paiement." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "Imprimer des chèques" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -11404,7 +11324,7 @@ msgstr "" "cliquant sur :guilabel:`Chèques à imprimer`, vous avez la possibilité " "d'imprimer les chèques rapprochés." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -14297,6 +14217,11 @@ msgstr "" "sur cette page de la Commission européenne : `\"Qu'est-ce que la TVA ?\" " "`_." +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "Conditions préalables" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "Périodicité de la déclaration d'impôt" @@ -14503,7 +14428,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr ":doc:`../taxes`" @@ -14850,9 +14775,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -14864,15 +14790,11 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" -"Pour changer vos **Taxes par défaut**, allez à :menuselection:`Comptabilité " -"--> Configuration --> Paramètres --> Taxes --> Taxes par défaut`, " -"sélectionnez les taxes appropriées pour votre **Taxe de vente** et **Taxe " -"d'achat** par défaut et cliquez sur *Enregistrer*." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Define which taxes to use by default on Odoo" @@ -14880,129 +14802,70 @@ msgstr "Définir les taxes à utiliser par défaut sur Odoo" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" -"Les **Taxes par défaut** sont automatiquement configurées en fonction du " -"pays sélectionné lors de la création de votre base de données ou lorsque " -"vous configurez un :ref:`package de localisation fiscale " -"` pour votre entreprise." #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" -msgstr "Activer les Taxes de vente à partir de la vue Liste" +msgid "Activate sales taxes from the list view" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" -"Dans le cadre de votre :ref:`package de localisation fiscale " -"`, la plupart des taxes de vente de votre " -"pays sont déjà préconfigurées dans votre base de données. Cependant, seules " -"quelques-unes sont activées par défaut, afin que vous puissiez activer " -"uniquement celles qui sont pertinentes pour vos activités." - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." -msgstr "" -"Pour activer les Taxes de vente, allez à :menuselection:`Comptabilité --> " -"Configuration --> Taxes` et utilisez le bouton à bascule *Actif* pour " -"activer ou désactiver une taxe." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "Activez les taxes préconfigurées dans Odoo Comptabilité" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" -"Pour modifier ou créer une **Taxe**, allez à :menuselection:`Comptabilité " -"--> Configuration --> Taxes` et ouvrez une taxe ou cliquez sur *Créer*." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "Modification d'une taxe dans Odoo Comptabilité" -#: ../../content/applications/finance/accounting/taxes.rst:64 -msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" msgstr "" -"Les taxes ont trois étiquettes différentes, chacune ayant une utilisation " -"spécifique. Reportez-vous au tableau suivant pour voir où elles sont " -"affichés." -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" -msgstr ":ref:`Nom de la taxe `" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr ":ref:`Étiquette sur facture `" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr ":ref:`Groupe de taxes `" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "Backend" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "Colonne *Taxes* sur les factures exportées" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "Au-dessus de la ligne *Total* sur les factures exportées" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "Options de base" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "Nom de la taxe" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" msgstr "" -"Le **nom de la taxe** tel que vous souhaitez l'afficher pour les " -"utilisateurs du backend. Il s'agit de l':ref:`étiquette ` que " -"vous voyez lors de la modification des commandes clients, des factures, des " -"produits, etc." -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "Calcul de la taxe" +#: ../../content/applications/finance/accounting/taxes.rst:67 +msgid "" +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "**Groupe de taxes**" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -"La taxe est une combinaison de plusieurs sous-taxes. Vous pouvez ajouter " -"autant de taxes que vous le souhaitez, dans l'ordre dans lequel vous " -"souhaitez qu'elles soient appliquées." -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " @@ -15013,133 +14876,139 @@ msgstr "" " surtout si l'une des taxes :ref:`affecte la base des suivantes `." -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "**Fixe**" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -"La taxe a un montant fixe dans la devise par défaut. Le montant reste le " -"même, quel que soit le prix de vente." -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" -"Par exemple, un produit a un prix de vente de 1.000$ et nous appliquons une " -"taxe fixe de *10$*. Nous obtenons alors :" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" -msgstr "Prix de vente du produit " +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" +msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "Prix hors taxe" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "Taxe" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "Total" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "1.000" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "1.010,00" -#: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" -msgstr "**Pourcentage du prix**" - -#: ../../content/applications/finance/accounting/taxes.rst:117 -msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" msgstr "" -"Le *Prix de vente* est la base imposable : le montant de la taxe est calculé" -" en multipliant le Prix de Vente par le pourcentage de la taxe." -#: ../../content/applications/finance/accounting/taxes.rst:120 +#: ../../content/applications/finance/accounting/taxes.rst:102 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." msgstr "" -"Par exemple, un produit a un prix de vente de 1000$ et nous appliquons une " -"taxe de *10% du prix*. Nous obtenons alors :" -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "1,100.00" msgstr "1.100,00" -#: ../../content/applications/finance/accounting/taxes.rst:130 +#: ../../content/applications/finance/accounting/taxes.rst:115 msgid "**Percentage of Price Tax Included**" msgstr "**Pourcentage du prix toutes taxes comprises**" -#: ../../content/applications/finance/accounting/taxes.rst:132 +#: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" -"Le *Total* est la base imposable : le montant de la taxe est un pourcentage " -"du Total." -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" -"Par exemple, un produit a un prix de vente de 1000$ et nous appliquons une " -"taxe de *10% du prix TTC*. Nous obtenons alors :" -#: ../../content/applications/finance/accounting/taxes.rst:141 +#: ../../content/applications/finance/accounting/taxes.rst:127 msgid "111.11" msgstr "111,11" -#: ../../content/applications/finance/accounting/taxes.rst:141 +#: ../../content/applications/finance/accounting/taxes.rst:127 msgid "1,111.11" msgstr "1.111,11" -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:130 +msgid "**Python code**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:132 +msgid "" +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:138 +msgid "" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "Actif" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -"Seules les taxes **actives** peuvent être ajoutées aux nouveaux documents." -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." @@ -15147,209 +15016,214 @@ msgstr "" "Il n'est pas possible de supprimer des taxes déjà utilisées. Au lieu de " "cela, vous pouvez les désactiver pour empêcher une utilisation future." -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" -"Ce champ peut être modifié depuis la *Vue de Liste*. Voir :ref:`ci-" -"dessus` pour plus d'informations." #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "Portée de la taxe" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" -"La **Portée de la taxe** détermine l'application de la taxe, ce qui limite " -"également l'endroit où elle est affichée." - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "**Ventes** : Factures clients, taxes clients sur les produits, etc." - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" -"**Achats** : Factures fournisseurs, taxes fournisseurs sur les produits, " -"etc." - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "**Aucun**" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -"Vous pouvez utiliser **Aucun** pour les taxes que vous souhaitez inclure " -"dans un :ref:`Groupe de taxes `, mais que vous ne " -"souhaitez pas répertorier avec d'autres Taxes de vente ou d'achat." -#: ../../content/applications/finance/accounting/taxes.rst:177 +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:179 msgid "Definition tab" msgstr "Onglet Définition" -#: ../../content/applications/finance/accounting/taxes.rst:179 +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" -"Allouez avec précision le montant de la base imposable ou les pourcentages " -"de la taxe calculée sur plusieurs comptes et grilles fiscales." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "Allouer des montants de la taxe aux bons comptes et grilles fiscales" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "**Basé sur**:" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "Base : le prix sur la ligne de facture" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." -msgstr "% de taxe : un pourcentage de la taxe calculée." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -"**Compte** : si défini, une écriture comptable supplémentaire est " -"enregistrée." -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -"**Grilles fiscales** : utilisées pour automatiquement générer des " -":doc:`déclarations de TVA `, conformément à la " -"réglementation en vigueur dans votre pays." -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" -msgstr "Onglet Options avancées" - -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "Libellé sur les factures" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:204 -msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 +msgid "" +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" -"L'étiquette de la taxe, telle qu'elle s'affiche sur chaque ligne de facture " -"dans la colonne **Taxes**. Il s'agit de l':ref:`étiquette ` " -"visible par les utilisateurs *frontend*, sur les factures exportées, sur " -"leurs portails clients, etc." #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" -msgstr "L'étiquette sur les factures s'affiche sur chaque ligne de facture" - -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "Groupe de taxes" - -#: ../../content/applications/finance/accounting/taxes.rst:216 -msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +msgid "The label on invoices is displayed on each invoice line" msgstr "" -"Sélectionnez à quel **groupe de taxes** appartient la taxe. Le nom du groupe" -" de taxes est l':ref:`étiquette ` affichée au-dessus de la " -"ligne *Total* sur les factures exportées et les portails clients." -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:217 +msgid "" +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" -"Les groupes de taxes comprennent différentes itérations de la même taxe. " -"Cela peut être utile lorsque vous devez enregistrer différemment la même " -"taxe en fonction des :doc:`positions fiscales `." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" "Le nom du groupe de taxes est différent de l'étiquette sur les factures" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -"Dans l'exemple ci-dessus, vous voyez une taxe de 0% pour les clients intra-" -"communautaires en Europe. Elle enregistre les montants sur des comptes " -"spécifiques et avec des grilles fiscales spécifiques. Pourtant, pour le " -"client, il s'agit d'une taxe à 0%. C'est pourquoi l':ref:`étiquette sur la " -"facture ` indique *0% UE* et le nom du groupe de " -"taxes, au-dessus de la ligne *Total*, indique *0%*." -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "Inclure dans le coût analytique" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." msgstr "" -"Lorsque cette option est activée, le montant de la taxe est affecté au même " -"**compte analytique** que la ligne de facture." +"Les taxes ont trois étiquettes différentes, chacune ayant une utilisation " +"spécifique. Reportez-vous au tableau suivant pour voir où elles sont " +"affichés." + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr ":ref:`Nom de la taxe `" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr ":ref:`Étiquette sur facture `" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" +msgstr ":ref:`Groupe de taxes `" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "Inclus dans le prix" - -#: ../../content/applications/finance/accounting/taxes.rst:243 -msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +msgid "Backend" msgstr "" -"Quand cette option est activée, le total (TTC) est égal au **Prix de " -"vente**." -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" -msgstr ":dfn:`Total = Prix de vente = Prix calculé hors taxes + Taxes`" - -#: ../../content/applications/finance/accounting/taxes.rst:247 -msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" msgstr "" -"Par exemple, un produit a un prix de vente de 1.000$ et nous appliquons une " -"taxe de *10% du prix*, qui est *incluse dans le prix*. Nous obtenons alors :" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 +msgid "" +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:259 +msgid "" +"With this option activated, the total (including the tax) equals the **sales" +" price**." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "900,10" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "90,9" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "1.000,00" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." @@ -15358,39 +15232,18 @@ msgstr "" " taxes comprises, veuillez consulter la documentation suivante : " ":doc:`taxes/B2B_B2C`." -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -"**Factures** : Par défaut, les sous-totaux de ligne affichés sur vos " -"factures sont *hors taxes*. Pour afficher les sous-totaux de ligne *toutes " -"taxes comprises*, allez à :menuselection:`Comptabilité --> Configuration -->" -" Paramètres --> Factures clients`, sélectionnez *toutes taxes comprises* " -"dans le champ **Affichage du sous-total des lignes** et cliquez sur " -"*Enregistrer*." -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -"**eCommerce** : Par défaut, les prix affichés sur votre site web eCommerce " -"sont *hors taxes*. Pour afficher les prix *toutes taxes comprises*, allez à " -":menuselection:`Site Web --> Configuration --> Paramètres --> Tarif`, " -"sélectionnez *Toutes taxes comprises* dans le champ **Prix des produits** et" -" cliquez sur *Enregistrer*." -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "Impacter la base des taxes ultérieures" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." @@ -15398,19 +15251,17 @@ msgstr "" "Avec cette option, le total TTC devient la base imposable des autres taxes " "appliquées au même produit." -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" -"Vous pouvez configurer un nouveau :ref:`Groupe de Taxes `" -" pour inclure cette taxe ou l'ajouter directement à une ligne de produit." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "L'écotaxe est prise en compte dans la base de la TVA de 21%" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " @@ -15421,7 +15272,7 @@ msgstr "" "les taxes directement sur une ligne de produit, seule la séquence des taxes " "détermine l'ordre dans lequel elles sont appliquées." -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -15436,15 +15287,19 @@ msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" "La séquence des taxes dans Odoo détermine quelle taxe s'applique en premier" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr ":doc:`taxes/fiscal_positions`" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr ":doc:`taxes/B2B_B2C`" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr ":doc:`reporting/tax_returns`" @@ -15571,6 +15426,7 @@ msgstr "" "pour vos vendeurs." #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -16563,111 +16419,56 @@ msgstr "Retenues à la source" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -"Une retenue à la source, aussi appelé une taxe de rétention, est une " -"exigence du gouvernement pour le payeur d'une facture client de retenir ou " -"de déduire la taxe du paiement, et de payer cette taxe au gouvernement. Dans" -" la plupart des juridictions, la retenue à la source s'applique aux revenus " -"professionnels." -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -"Dans le cas de taxes normales, la TVA est ajoutée au sous-total pour vous " -"donner le total à payer. Contrairement aux taxes normales, les retenues à la" -" source sont déduites du montant à payer, étant donné que la taxe sera payée" -" par le client." -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" -msgstr "Par exemple, en Colombie, vous pouvez avoir la facture suivante :" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" +msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -"Dans cet exemple, l'**entreprise** qui a envoyé la facture doit 20 $ de " -"taxes au **gouvernement** et le **client** doit 10 $ de taxes au " -"**gouvernement**." -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -"Dans Odoo, une retenue à la source est définie par la création d'une taxe " -"négative. Pour une rétention de 10%, vous pouvez configurer la TVA suivante " -"(accessible via :menuselection:`Configuration -> Taxes`) :" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -"Pour la faire apparaître comme une retenue sur la facture, vous devez " -"définir un groupe fiscal spécifique **Retenue** sur vos taxes, dans l'onglet" -" **Options avancées**." -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" -"Une fois que la taxe est définie, vous pouvez l'utiliser sur vos produits, " -"commandes clients ou factures." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" -"Si la retenue est un pourcentage d'une taxe normale, créer une Taxe avec un " -"**Calcul de la taxe** comme un **Groupe de taxe** et définissez les deux " -"taxes dans ce groupe (taxe normale et retenue)." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "Application des retenues à la source aux factures" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" -"Une fois que votre taxe est créée, vous pouvez l'utiliser sur les fiches " -"clients, les commandes clients ou les factures clients. Vous pouvez " -"appliquer plusieurs taxes sur une seule ligne de facture client." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" -"Quand vous visualisez la facture client à l'écran, vous voyez seulement une " -"ligne **Taxes** résumant toutes les taxes (taxes normales et retenues). Mais" -" lorsque vous imprimez ou envoyez la facture, Odoo fait le regroupement " -"correct de toutes les taxes." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." -msgstr "" -"La facture imprimée montrera les différents montants de chaque groupe de " -"taxe." #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 msgid "TaxCloud integration" @@ -16675,13 +16476,20 @@ msgstr "Intégration TaxCloud" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr ":doc:`avatax`" @@ -16756,7 +16564,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "Factures fournisseurs" @@ -16782,6 +16590,10 @@ msgstr "" "`_" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "Création d'une facture fournisseur" @@ -17093,6 +16905,15 @@ msgstr "Dégressif" msgid "Declining Then Straight Line" msgstr "Dégressif puis linéaire" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" +"Le serveur vérifie une fois par jour si une écriture doit être " +"comptabilisée. Il peut donc s'écouler jusqu'à 24 heures avant que l'écriture" +" ne passe du statut *brouillon* à celui de *comptabilisé*." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -17105,6 +16926,16 @@ msgstr "" msgid "Configure an Assets Account" msgstr "Configurer un compte d'actifs" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" +"Pour configurer votre compte dans le **Plan comptable**, allez à " +":menuselection:`Comptabilité --> Configuration --> Plan comptable`, cliquez " +"sur *Créer* et remplissez le formulaire." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "Configuration d'un Compte d'actifs dans Odoo Comptabilité" @@ -17117,12 +16948,10 @@ msgstr "" "immobilisés*." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "Comptabiliser une charge sur le bon compte" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "Sélectionner le compte sur une facture fournisseur brouillon" @@ -17140,12 +16969,10 @@ msgstr "" "Odoo Comptabilité" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "Choisir un compte de charges différent pour des produits spécifiques" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -17165,8 +16992,11 @@ msgstr "" "Il est possible d':ref:`automatiser la création d'écritures d'actifs " "` pour ces produits." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "Modifier le compte d'une écriture comptable comptabilisée" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " @@ -17177,10 +17007,20 @@ msgstr "" "l'écriture comptable que vous souhaitez modifier, cliquez sur le compte et " "sélectionnez le compte approprié." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" +"Modification du compte d'une écriture comptable enregistrée dans Odoo " +"Comptabilité" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "Écritures d'actifs" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "Créer une nouvelle entrée" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -17229,6 +17069,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "Tableau d'amortissement dans Odoo Comptabilité" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "Que signifie \"Prorata Temporis\" ?" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -17478,6 +17322,16 @@ msgstr "" "Lorsque vous créez une nouvelle écriture d'actifs, remplissez le **Compte " "d'immobilisation** avec le bon compte d'actif." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" +"De nouveaux boutons avec tous les modèles liés à ce compte apparaissent en " +"haut du formulaire. En cliquant sur le bouton d'un modèle, le formulaire se " +"remplit en fonction de ce modèle." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "Bouton modèle d'actifs dans Odoo Comptabilité" @@ -17500,6 +17354,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "Vous avez trois choix pour le champ **Automatiser des actifs** :" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "**Non :** c'est la valeur par défaut. Rien ne se passe." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -17535,342 +17393,190 @@ msgstr "" "charges** par défaut d'un produit pour automatiser complètement son achat. " "(voir : :ref:`product-assets-account`)." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr ":doc:`../get_started/chart_of_accounts`" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" -msgstr "Charges constatées d'avance et acomptes" +msgid "Deferred expenses" +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" -"Les **charges constatées d'avance** et les **acomptes** sont des coûts qui " -"se sont déjà produits pour des produits non consommés ou des services à " -"recevoir." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" -"Ces coûts constituent des **actifs** pour l'entreprise qui les paie " -"puisqu'elle a déjà payé pour des produits ou des services qu'elle n'a pas " -"encore reçus ou qui n'ont pas encore été utilisés. L'entreprise ne peut pas " -"les faire figurer sur le **Compte de résultat** ou **Compte de pertes et " -"profits** en cours, puisque les paiements seront effectivement comptabilisés" -" en charges à l'avenir." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" -"Ces charges futures doivent être reportées dans le bilan de l'entreprise " -"jusqu'au moment où elles peuvent être **comptabilisées**, en une fois ou sur" -" une période définie, dans le compte de résultat." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" -"Par exemple, nous payons 1.200 $ en une seule fois pour une année " -"d'assurance. Nous avons déjà payé le coût, mais nous n'avons pas encore " -"utilisé le service. Par conséquent, nous comptabilisons cette nouvelle " -"dépense dans un *compte d'acompte* et décidons de la comptabiliser sur une " -"base mensuelle. Chaque mois, pendant les 12 prochains mois, 100 $ seront " -"comptabilisés en tant que charge." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -"Odoo Comptabilité gère les charges constatées d'avance et les acomptes en " -"les répartissant en plusieurs écritures qui sont automatiquement créées en " -"*mode brouillon* puis comptabilisées périodiquement." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -"Ces transactions doivent être comptabilisées sur un **compte de charges " -"constatées d'avance** plutôt que sur le compte des charges par défaut." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" -msgstr "Configurer un compte de charges constatées d'avance" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -"Configuration d'un compte de charges constatées d'avance dans Odoo " -"Comptabilité" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" -"Ce type de compte doit être soit *Actifs circulants*, soit *Acomptes*." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -"Sur une facture brouillon, sélectionnez le bon compte pour tous les produits" -" dont les charges doivent être reportées." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" -"Sélection d'un compte de charges constatées d'avance sur une facture " -"fournisseur brouillon dans Odoo Comptabilité" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "Modifier le Compte des charges d'un produit dans Odoo" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" -"Il est possible d'automatiser la création des écritures de charges pour ces " -"produits (voir : `Automatiser les charges constatées d'avance`_)." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "Écritures de charges constatées d'avance" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" -"Une **écriture de charges constatées d'avance** génère automatiquement " -"toutes les écritures comptables en *mode brouillon*. Elles sont ensuite " -"comptabilisées une par une au bon moment jusqu'à ce que le montant total de " -"la charge est comptabilisé." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" -"Pour créer une nouvelle écriture, allez à :menuselection:`Comptabilité --> " -"Comptabilité --> Charges constatées d'avance`, cliquez sur *Créer* et " -"remplissez le formulaire." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" -"Cliquez sur **sélectionner les achats associés** pour relier une écriture " -"comptable existante à cette nouvelle écriture. Certains champs sont alors " -"remplis automatiquement et l'écriture comptable est désormais répertoriée " -"dans l'onglet **Charges associées**." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" -msgstr "Écriture de charges constatées d'avance dans Odoo Comptabilité" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -"Une fois cela fait, vous pouvez cliquer sur *Calculer le report* (à côté du " -"bouton *Confirmer*) pour générer toutes les valeurs du **Tableau des " -"charges**. Ce tableau vous montre toutes les écritures qu'Odoo enregistrera " -"pour comptabiliser votre charge, et à quelle date." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" -msgstr "Tableau des charges dans Odoo Comptabilité" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -"La fonctionnalité **Prorata Temporis** est utile pour comptabiliser vos " -"charges le plus exactement possible." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 -msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." -msgstr "" -"Grâce à cette fonctionnalité, la première écriture du tableau des charges " -"est calculée sur la base du temps restant entre la *Date au prorata* et la " -"*Première date de comptabilisation*, plutôt que sur la base du temps par " -"défaut entre deux comptabilisations." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 -msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" -"Par exemple, le tableau des charges présente une première charge d'un " -"montant de 70,97 $ plutôt que 100,00 $. Par conséquent, la dernière écriture" -" est également inférieure et s'élève à 29,03 $." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "Écriture à reporter à partir du Journal des achats" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" -"Vous pouvez créer une écriture à reporter à partir d'une écriture comptable " -"spécifique dans votre **Journal des achats**." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." -msgstr "" -"Pour ce faire, ouvrez votre Journal des achats en allant à " -":menuselection:`Comptabilité --> Comptabilité --> Achats`, et sélectionnez " -"l'écriture comptable que vous souhaitez reporter. Assurez-vous qu'elle est " -"enregistrée dans le bon compte (voir: `Modifier le compte d'une écriture " -"comptable enregistrée`_)." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "Modèles de charges constatées d'avance" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 -msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." -msgstr "" -"Vous pouvez créer des **Modèles de charges constatées d'avance** pour créer " -"vos écritures de charges constatées d'avance plus rapidement." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." -msgstr "" -"Pour créer un modèle, allez à :menuselection:`Comptabilité --> Configuration" -" --> Modèles de charges constatées d'avance`, cliquez sur *Créer* et " -"remplissez le formulaire de la même manière que vous le feriez pour créer " -"une nouvelle écriture." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." -msgstr "" -"Vous pouvez également convertir une *écriture de charges constatées d'avance" -" confirmées* en un modèle en l'ouvrant depuis :menuselection:`Comptabilité " -"--> Comptabilité --> Charges constatées d'avance` puis, en cliquant sur le " -"bouton *Enregistrer le modèle*." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" -"Appliquer un modèle de charges constatées d'avance à une nouvelle écriture" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -"Lorsque vous créez une nouvelle écriture de charges constatées d'avance, " -"remplissez le **Compte de charges constatées d'avance** avec le bon compte " -"de comptabilisation." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "Bouton Modèle de charges constatées d'avance dans Odoo Comptabilité" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "Automatiser les charges constatées d'avance" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 +msgid "" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 +msgid "" +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 +msgid "" +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" -"Lorsque vous créez ou modifiez un compte dont le type est soit *Actifs " -"circulants*, soit *Acomptes*, vous pouvez le configurer pour qu'il crée " -"automatiquement les charges qui y sont créditées." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" -"Vous avez le choix entre trois options pour le champ *Automatiser les " -"charges constatées d'avance** :" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" -"**Créer en brouillon :** chaque fois qu'une transaction est enregistrée sur " -"le compte, une *écriture de charges constatées d'avance* brouillon est " -"créée, mais pas validée. Vous devez d'abord compléter le formulaire dans " -":menuselection:`Comptabilité --> Comptabilité --> Charges constatées " -"d'avance`." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" -"**Créer et valider :** vous devez également sélectionner un modèle de " -"charges constatées d'avance (voir : `Modèles de charges constatées " -"d'avance`_). Chaque fois qu'une transaction est enregistrée sur le compte, " -"une *écriture de charges constatées d'avance* est créée et immédiatement " -"validée." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" -"Automatisez les charges constatées d'avance sur un compte dans Odoo " -"Comptabilité" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." -msgstr "" -"Vous pouvez, par exemple, sélectionner ce compte comme le **Compte des " -"charges** par défaut d'un produit pour automatiser complètement son achat " -"(voir : `Choisir un compte de charges différent pour des produits " -"spécifiques`_)." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 msgid "AI-powered document digitization" @@ -18189,8 +17895,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -18247,6 +17953,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -21285,7 +20993,7 @@ msgstr "" "par défaut." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "Types de document" @@ -21397,7 +21105,7 @@ msgid "document types grouped by letters." msgstr "Les types de documents regroupés par lettre." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "Utilisation sur les factures" @@ -21619,7 +21327,7 @@ msgstr "" " de document est fourni par le fournisseur." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "Utilisation et tests" @@ -22982,36 +22690,1654 @@ msgstr "IIBB Achats par province." msgid "Australia" msgstr "Australie" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:15 +msgid "Module Key" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 +msgid "" +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr ":doc:`../accounting/get_started/chart_of_accounts`" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr ":doc:`Taxes <../accounting/taxes>`" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "Achats" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "Paie" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 msgid "Employment Hero Australian Payroll" msgstr "Paie australienne avec Employment Hero" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." msgstr "" -"Le module Employment Hero synchronise automatiquement les écritures " -"comptables de fiche de paie (par ex. notes de frais, cotisations sociales, " -"dettes, taxes) entre Employment Hero et Odoo. L'administration de la paie se" -" fait toujours dans Employment Hero. Nous ne faisons qu'enregistrer les " -"pièces comptables dans Odoo." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:15 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 msgid "KeyPay was rebranded as **Employment Hero** in March 2023." msgstr "KeyPay a été rebaptisé **Employment Hero** en mars 2023." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 msgid "" ":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Payroll` module (`l10n_au_keypay`)." msgstr "" -":ref:`Activez ` le module :guilabel:`Employment Hero " -"Australian Payroll` (nom technique : `l10n_au_keypay`)." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -23030,7 +24356,7 @@ msgstr "" "L'activation de l'intégration d'Employment Hero dans Odoo Comptabilité permet d'afficher de nouveaux champs dans les\n" "paramètres" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -23042,15 +24368,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "La section \"Détails du compte\" du tableau de bord Employment Hero" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -"L'**URL de la paie** est préremplie avec " -"`https://keypay.yourpayroll.com.au`. *Veuillez ne pas la modifier*" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -23062,17 +24389,17 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "Le numéro \"Business ID\" d'Employment Hero se trouve dans l'URL" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" "Vous pouvez choisir n'importe quel journal Odoo pour comptabiliser les " "écritures de fiche de paie." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "Comment fonctionne l'API ?" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -23091,27 +24418,22 @@ msgstr "" "Exemple d'une pièce comptable d'Employment Hero dans Odoo Comptabilité " "(Australie)" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -"Par défaut, la synchronisation est effectuée une fois par semaine. Vous " -"pouvez récupérer les enregistrements manuellement en allant à " -":menuselection:`Comptabilité --> Configuration --> Paramètres` et, dans " -"l'option :guilabel:`Activer l'intégration d'Employment Hero`, cliquez sur " -":guilabel:`Récupérer les fiches de paie manuellement`." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" "Les écritures de fiche de paie d'Employment Hero fonctionnent également sur " "la base de la comptabilité en partie double." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -23123,7 +24445,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "Menu du plan comptable dans Employment Hero" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -23225,7 +24547,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -23243,22 +24565,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -23319,7 +24641,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -23433,12 +24755,6 @@ msgstr "" "apparaît. Complétez-la, cliquez sur :guilabel:`Enregistrer` et puis sur " ":guilabel:`Configuration` pour la configurer plus en détail." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr ":doc:`../accounting/get_started/chart_of_accounts`" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -23580,10 +24896,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "Exemple d'une taxe qui n'est pas intégralement déductible" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr ":doc:`Taxes <../accounting/taxes>`" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -23906,12 +25218,381 @@ msgid "Import SODA files" msgstr "Importer des fichiers SODA" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Facturation électronique" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -23920,17 +25601,17 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr ":doc:`../accounting/customer_invoices/electronic_invoicing`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "Escompte" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " @@ -23940,7 +25621,7 @@ msgstr "" " sur la base du montant total escompté, que le client bénéficie ou non de " "l'escompte." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." @@ -23949,15 +25630,15 @@ msgstr "" "déclaration de TVA, définissez la réduction de taxe comme " ":guilabel:`Toujours (sur facture)`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr ":doc:`../accounting/customer_invoices/cash_discounts`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "Certification fiscale : PdV restaurant" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -23970,7 +25651,7 @@ msgstr "" "obligation s'applique si ses revenus annuels (hors TVA, boissons et plats à " "emporter) sont supérieurs à 25.000 euros." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -23982,7 +25663,7 @@ msgstr "" "appelé :ref:`Module pour les données fiscales ` (ou **boîte " "noire**) et une :ref:`VAT Signing Card `." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " @@ -23992,11 +25673,11 @@ msgstr "" "alimentaires* sur le formulaire d'inscription du `Service Public Fédéral " "Finances `_." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "Système de caisse certifié" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " @@ -24007,58 +25688,58 @@ msgstr "" "consulter le tableau ci-dessous pour vous assurer que votre système de " "caisse est certifié." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "Odoo Online" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "Odoo.sh" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "On premise" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "Odoo 16.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "Certifié" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "Non certifié" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "Odoo 15.2" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "Odoo 15.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "Odoo 14.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr ":doc:`/administration/maintain/supported_versions`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -24070,11 +25751,11 @@ msgstr "" "respecter des réglementations gouvernementales rigoureuses, ce qui signifie " "qu'il fonctionne différemment d'une caisse non certifiée." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "Sur une caisse certifiée, vous ne pouvez pas :" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." @@ -24082,7 +25763,7 @@ msgstr "" "Configurer et utiliser la fonctionnalité **remises globales** (le module " "`pos_discount` est sur liste noire et ne peut pas être activé)." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." @@ -24090,7 +25771,7 @@ msgstr "" "Configurer et utiliser la fonctionnalité des **programmes de fidélité** (le " "module `pos_loyalty` est sur liste noire et ne peut pas être activé)." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." @@ -24098,25 +25779,25 @@ msgstr "" "Imprimer des reçus (le module `pos_reprint` est sur liste noire et ne peut " "pas être activé)." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "Modifier les prix sur les lignes de commande." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" "Modifier ou supprimer les lignes de commande des commandes du point de " "vente." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "Vendre des produits sans un numéro de TVA valide." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "Utiliser un point de vente qui n'est pas connecté à une IoT Box." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " @@ -24127,7 +25808,7 @@ msgstr "" "configurée sur une :guilabel:`Précision d'arrondi` de `0,05` et une " ":guilabel:`Méthode d'arrondi` de :guilabel:`Arrondir à l'entité supérieure`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -24142,7 +25823,7 @@ msgstr "" " par défaut. Cliquez alors sur :guilabel:`Options avancées` et activez " ":guilabel:`Inclus dans le prix`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -24156,17 +25837,17 @@ msgstr "" "vente. De la même manière, ils doivent cliquer sur :guilabel:`Fin du " "travail` pour pointer leur départ à la fin de la session." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -24175,7 +25856,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" @@ -24191,31 +25872,31 @@ msgstr "" "Avant de configurer votre base de données pour qu'elle fonctionne avec un " "FDM, assurez-vous de disposer du matériel suivant : " -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "un câble série null modem RS-232 par FDM ;" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "un adaptateur série RS-232 vers USB par FDM ;" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "une imprimante de reçus." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "Module boîte noire" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -24227,7 +25908,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "Modules boîte noire pour la certification fiscale belge" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -24251,7 +25932,7 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "Champ Numéro ISNZ ou BIS sur la fiche d'un employé" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " @@ -24261,18 +25942,18 @@ msgstr "" ":menuselection:`Mon profil --> onglet Préférences`, et saisissez votre " "numéro INSZ ou BIS dans le champ approprié." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "IoT Box" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -24280,19 +25961,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "votre numéro de TVA ;" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "le nom, l'adresse et la structure juridique de votre société ; et" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "l'adresse Mac de votre IoT Box." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -24309,7 +25990,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "Page de statut du matériel sur une IoT box enregistrée" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -24322,7 +26003,7 @@ msgstr "" ":guilabel:`Périphériques connectés` et activez :guilabel:`IoT Box`. Enfin, " "ajoutez le FDM dans le champ :guilabel:`Module pour les données fiscales`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." @@ -24330,11 +26011,11 @@ msgstr "" "Pour pouvoir utiliser un FDM, vous devez au moins connecter une " ":guilabel:`Imprimante de reçus`." -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "VAT signing card" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -24948,10 +26629,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -25130,7 +26807,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -25361,7 +27038,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -25391,7 +27068,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -25406,12 +27083,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -25424,24 +27099,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -25449,110 +27117,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "Informations fiscales" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -25560,11 +27228,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -25573,15 +27241,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -25589,11 +27257,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -25603,50 +27271,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -25657,29 +27325,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -25687,19 +27355,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "Configuration du serveur de messagerie entrant pour le DTE chilien." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "Certificat" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -25707,24 +27375,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -25735,13 +27403,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "Configuration du certificat numérique." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "Multi-devises" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -25750,12 +27418,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "Informations relatives au partenaire" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -25763,43 +27431,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr ":guilabel:`Email`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr ":guilabel:`Numéro d'identification`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr ":guilabel:`Type de contribuable`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -25809,13 +27477,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "Données de facture électronique chiliennes pour les partenaires." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -25826,56 +27494,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "Liste des types de documents fiscaux au Chili." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "Ventas Santiago." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "Ventas Valparaiso." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "Caissier 1." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "Caissier 2." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -25883,32 +27551,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "Paiements des employés." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -25917,7 +27585,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -25925,7 +27593,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -25933,11 +27601,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "CAF" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -25946,7 +27614,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -25955,14 +27623,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -25970,11 +27638,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -25985,14 +27653,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -26000,62 +27668,62 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "Compte client par défaut" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "Comptes de transferts" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "Taux de conversion" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "" "Le Chili compte plusieurs types d'impôts, les plus courants étant les " "suivants :" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr ":doc:`../accounting/taxes`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -26067,11 +27735,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "Diagramme avec les transactions de facturation électronique." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -26084,32 +27752,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -26119,7 +27787,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "Le fichier XML du DTE affiché dans le chatter." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -26132,7 +27800,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -26143,7 +27811,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -26157,7 +27825,7 @@ msgid "Identification transaction for invoice and Status update." msgstr "" "Opération d'identification pour la facturation et la mise à jour du statut." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -26168,26 +27836,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -26196,21 +27864,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "Enregistrer à nouveau la facture." @@ -26218,11 +27886,11 @@ msgstr "Enregistrer à nouveau la facture." msgid "Message when an invoice is rejected." msgstr "Message lorsqu'une facture est rejetée." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "Références croisées" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -26236,14 +27904,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "Rapport PDF de la facture" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -26254,36 +27922,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "Une fois que la facture a été envoyée au client :" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "Le client doit envoyer un email confirmant la réception." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -26291,11 +27959,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "Message contenant l'acceptation commerciale de la part du client." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -26308,12 +27976,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "Erreurs courantes" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -26405,34 +28073,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -26447,16 +28115,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "Création d'un CAF pour les avoirs." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "Cas d'utilisation" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -26470,11 +28138,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -26488,7 +28156,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -26498,17 +28166,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "Avoir avec la valeur corrigée sur les lignes de la facture." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -26524,23 +28192,23 @@ msgstr "" "Remboursement partiel pour corriger les montants, en utilisant le code de " "référence SII 3." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "Notes de débit" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -26551,7 +28219,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -26561,16 +28229,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -26582,55 +28250,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "Réception" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "Acceptation" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -26642,11 +28310,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "Obtenir" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -26661,7 +28329,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -26669,12 +28337,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "Guide de livraison" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -26682,7 +28350,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -26690,14 +28358,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -26707,19 +28375,19 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." @@ -26727,11 +28395,11 @@ msgstr "" ":guilabel:`À partir du modèle du produit` : Odoo prend le prix configuré sur" " le modèle du produit et l'affiche sur le document." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" @@ -26742,11 +28410,11 @@ msgstr "" "échantillonnages, des consignations, des transferts internes et " "fondamentalement n'importe quel mouvement de produit." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." @@ -26754,7 +28422,7 @@ msgstr "" "Un guide de livraison ne doit **pas** dépasser une page, ni contenir plus de" " 60 lignes de produits." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -26765,13 +28433,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -26782,7 +28450,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -26792,18 +28460,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -26812,7 +28480,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -26820,7 +28488,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -26830,7 +28498,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -26838,18 +28506,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -26857,7 +28525,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -26867,7 +28535,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -26881,7 +28549,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -26895,7 +28563,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -26905,11 +28573,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "Après l'enregistrement du reçu :" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -26919,7 +28587,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -26927,18 +28595,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -26946,13 +28614,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -26962,14 +28630,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -26977,11 +28645,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -26992,11 +28660,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -27008,11 +28676,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -27023,32 +28691,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -27061,20 +28729,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -27087,12 +28755,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -27103,7 +28771,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -27115,31 +28783,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -27151,31 +28819,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -27183,23 +28851,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -27207,7 +28875,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -27220,21 +28888,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -27245,17 +28913,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -27266,7 +28934,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -27274,11 +28942,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -27290,19 +28958,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "Facturation électronique" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -27314,18 +28982,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "Retours" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -27337,7 +29005,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -27347,24 +29015,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -27372,7 +29040,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -27387,11 +29055,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "Propuesta F29" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -27400,13 +29068,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -27417,7 +29085,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -27428,7 +29096,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -29937,8 +31605,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "Configuration dans Odoo" @@ -31823,7 +33491,6 @@ msgstr "" "souhaité dans la section Localisation fiscale." #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -39142,12 +40809,8 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" -"Le même processus peut également être effectué pour *un seul* :doc:`paiement" -" <../accounting/payments>` fournisseur s'il est lié à une ou plusieurs " -":doc:`factures fournisseurs <../accounting/payments/multiple>` avec les " -"retenues à la source appliquées." #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 msgid "" @@ -39933,16 +41596,12 @@ msgid "Spain" msgstr "Espagne" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" -msgstr "Plan comptable espagnol" +msgid "Spanish chart of accounts" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" -"Dans Odoo, plusieurs plans comptables espagnols sont disponibles par défaut " -": " #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 msgid "PGCE PYMEs 2008" @@ -39958,15 +41617,12 @@ msgstr "PGCE Entitades" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -"Choisissez lequel vous voulez utiliser en allant à " -":menuselection:`Comptabilité --> Configuration`, puis sélectionnez le " -"package que vous voulez dans la section **Localisation fiscale**." -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." @@ -39974,30 +41630,46 @@ msgstr "" "Lorsque vous créez une nouvelle base de données Odoo Online, le PGCE PYMEs " "2008 est installé par défaut." -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "Rapports comptables espagnols" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -"Si la localisation de comptabilité espagnole est installée, vous aurez accès" -" aux rapports comptables spécifiques à l’Espagne :" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 msgid "Tax Report (Modelo 111)" msgstr "Déclaration de TVA (Modelo 111)" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 msgid "Tax Report (Modelo 115)" msgstr "Déclaration de taxe (Modelo 115)" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "Déclaration de taxe (Modelo 303)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "Suisse" @@ -40257,17 +41929,6 @@ msgstr "7,7 % achat" msgid "TVA 7.7%" msgstr "TVA 7,7 %" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "Achats" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -41038,10 +42699,6 @@ msgstr "" "Émirats arabes unis est utilisé. Plusieurs autres fournisseurs sont " "disponibles dans le champ :guilabel:`Service`." -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "Paie" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -41640,6 +43297,7 @@ msgstr ":doc:`Adyen `" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -41647,6 +43305,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -41672,7 +43331,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "Site web du fournisseur" @@ -42401,10 +44059,10 @@ msgstr ":ref:`payment_providers/add_new`" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -42952,8 +44610,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "Configurez les autres options à votre guise." @@ -43794,7 +45452,11 @@ msgstr "" " dans la partie gauche de la page d'application, puis copiez le " ":guilabel:`Jeton d'accès` de test." -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." @@ -43803,15 +45465,17 @@ msgstr "" "` et définissez son statut sur " ":guilabel:`Activé`." -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" -"Dans l'onglet :guilabel:`Identifiants`, complétez dans le champ " -":guilabel:`Jeton d'accès` la valeur que vous avez enregistrée à l'étape " -":ref:`payment_providers/mercado_pago/configure_dashboard`." #: ../../content/applications/finance/payment_providers/mollie.rst:3 msgid "Mollie" @@ -44500,7 +46164,14 @@ msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" "Cliquez sur :guilabel:`Créer un Webhook` pour finaliser la configuration." -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." @@ -44508,7 +46179,7 @@ msgstr "" ":ref:`Allez au fournisseur de paiement Razorpay `" " et définissez son statut sur :guilabel:`Activé`." -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " @@ -44519,11 +46190,11 @@ msgstr "" " valeurs que vous avez enregistrées à l'étape " ":ref:`payment_providers/razorpay/configure_dashboard`." -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "Si vous configurez Odoo pour capturer les montants manuellement :" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." @@ -44531,7 +46202,7 @@ msgstr "" "Assurez-vous que l'**annulation manuelle** d'une transaction n'est pas prise" " en charge par Razorpay." -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -45312,11 +46983,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "Modèles" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -45325,7 +47009,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -45335,34 +47019,35 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "Rôles" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." @@ -45370,7 +47055,7 @@ msgstr "" "Les rôles sont disponibles en allant dans :menuselection:`Signature --> " "Configuration --> Rôles`." -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -45381,11 +47066,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "Identification sécurisée" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -45394,11 +47079,11 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr ":doc:`Achats In-App (IAP) <../general/in_app_purchase>`" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" @@ -45406,11 +47091,11 @@ msgstr "" ":doc:`Tarif des SMS et FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "Vérification par SMS" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " @@ -45420,7 +47105,7 @@ msgstr "" "la colonne :guilabel:`Étape d'authentification supplémentaire` du rôle et " "sélectionnez :guilabel:`Code unique par SMS`." -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -45428,7 +47113,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -45436,7 +47121,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -45448,11 +47133,11 @@ msgstr "" msgid "Add a hash to your document" msgstr "Ajoutez un hachage à votre document" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "Cette fonctionnalité est désactivée par défaut." -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." @@ -45461,18 +47146,18 @@ msgstr "" "un rôle, cette étape de validation est requise pour tout champ assigné à ce " "rôle." -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "Itsme®" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -45481,7 +47166,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -45492,7 +47177,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "Sélectionnez le client identifié avec itsme®" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -45500,11 +47185,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "Hachage du signataire" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -45513,7 +47198,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -45524,76 +47209,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -45601,7 +47287,7 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." @@ -45609,14 +47295,14 @@ msgstr "" "Pour créer et modifier les types de champ, allez à :menuselection:`Signature" " --> Configuration --> Paramètres --> Modifier les types de champ`." -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -45629,7 +47315,7 @@ msgstr "" " image). Chaque type de champ :guilabel:`Signature` suivant réutilise les " "données saisies dans le premier champ." -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." @@ -45637,19 +47323,19 @@ msgstr "" ":guilabel:`Initiales` : les utilisateurs sont invités à saisir leurs " "initiales, de la même manière que le champ :guilabel:`Signature`." -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" ":guilabel:`Texte` : les utilisateurs saisissent du texte sur une seule " "ligne." -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" ":guilabel:`Texte multiligne` : les utilisateurs saisissent du texte sur " "plusieurs lignes." -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." @@ -45657,7 +47343,7 @@ msgstr "" ":guilabel:`Case à cocher` : les utilisateurs peuvent cocher une case (par " "ex. pour marquer leur approbation ou leur consentement)." -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." @@ -45665,7 +47351,7 @@ msgstr "" ":guilabel:`Sélection` : les utilisateurs choisissent une option unique parmi" " une variété d'options." -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -45678,7 +47364,7 @@ msgstr "" "(`res.partner`) du signataire du document. Pour ce faire, saisissez le nom " "technique du champ du modèle de contact." -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." @@ -45686,7 +47372,7 @@ msgstr "" "Pour connaître le nom technique d'un champ, activez le mode développeur et " "passez votre souris sur le point d'interrogation situé à côté du champ." -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." @@ -45694,7 +47380,7 @@ msgstr "" "Les valeurs complétées automatiquement sont des suggestions et peuvent être " "modifiées comme le demande le signataire du document." -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -45704,7 +47390,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/fr/LC_MESSAGES/inventory_and_mrp.po b/locale/fr/LC_MESSAGES/inventory_and_mrp.po index ee70832cb..8baa3e9ed 100644 --- a/locale/fr/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/fr/LC_MESSAGES/inventory_and_mrp.po @@ -4,25 +4,27 @@ # FIRST AUTHOR , YEAR. # # Translators: +# Alain Prasquier , 2023 # Renaud de Colombel , 2023 # Stéphane GUILLY , 2023 # Jérôme Tanché , 2023 -# Martin Trigaux, 2023 -# Alain Prasquier , 2023 # Cécile Collart , 2023 +# Martin Trigaux, 2023 # Vallen Delobel , 2023 -# Fernanda Marques , 2023 -# Wil Odoo, 2023 +# Xavier Symons , 2024 +# Shark McGnark , 2024 +# Wil Odoo, 2024 # Jolien De Paepe, 2024 +# Fernanda Marques , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Jolien De Paepe, 2024\n" +"Last-Translator: Fernanda Marques , 2024\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -65,72 +67,270 @@ msgid "Daily operations" msgstr "Opérations quotidiennes" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" -msgstr "Réaliser un ajustement d'inventaire avec Code-barres" +msgid "Apply inventory adjustments with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -"Pour effectuer un ajustement d'inventaire en utilisant des codes-barres, " -"vous devez d'abord ouvrir l'application *Code-barres*. Ensuite, à partir de " -"l'application, cliquez sur *Ajustements d'inventaire*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -"Si vous souhaitez travailler uniquement avec les codes-barres, vous pouvez " -"télécharger la fiche *Commandes pour l'inventaire*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" -"Une fois que vous avez cliqué sur *Ajustements d'inventaire*, Odoo va " -"automatiquement en créer un. Notez que, si vous travaillez avec plusieurs " -"emplacements, vous devez d'abord préciser dans quel emplacement l'ajustement" -" d'inventaire a lieu." #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" -"Si vous ne travaillez pas avec des emplacements multiples, vous pourrez " -"scanner les différents produits que vous voulez inclure dans l'ajustement " -"d'inventaire." #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -"Si vous avez 5 articles identiques, scannez-les 5 fois ou utilisez le " -"clavier pour définir la quantité. " -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -"Outre l'utilisation du lecteur de codes-barres, vous pouvez également " -"ajouter manuellement un produit si nécessaire. Pour ce faire, cliquez sur " -"*Ajouter un produit* et complétez les informations manuellement." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "Le saviez-vous ?" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" -"Lorsque vous avez scanné tous les articles de l'emplacement, validez " -"l'inventaire manuellement ou scannez le code-barres *Appliquer*." #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:6 @@ -1153,6 +1353,9 @@ msgstr "Numéro de lot" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1182,6 +1385,7 @@ msgstr ":guilabel:`Lot` sur la fenêtre contextuelle des Opérations détaillée #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1531,194 +1735,662 @@ msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" "Enregistrement d'un mouvement de stock de réception pour 52,1 kg de pêches." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" -msgstr "Processus de transfert" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "Transferts simples" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 -msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -"Pour traiter un transfert à partir de l'application *Code-barres*, la " -"première étape consiste à aller dans *Opérations*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -"Ensuite, vous pouvez saisir un transfert existant soit en allant dans le " -"type d'opération correspondant et en sélectionnant manuellement celui que " -"vous voulez saisir, soit en scannant le code-barres du transfert." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -"De là, vous pouvez scanner les produits qui font partie du transfert " -"existant et/ou ajouter de nouveaux produits à ce transfert. Une fois que " -"tous les produits ont été scannés, vous pouvez valider le transfert pour " -"procéder aux mouvements de stock." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -"Si vous avez différents emplacements de stockage dans votre entrepôt, vous " -"pouvez ajouter des étapes supplémentaires pour les différents types " -"d'opérations." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "Réceptions" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -"Lorsque vous recevez un produit dans votre stock, vous devez scanner son " -"code-barres afin de l'identifier dans le système. Une fois cela fait, vous " -"pouvez soit le faire entrer dans l'emplacement principal du transfert, par " -"exemple WH/Stock, soit scanner le code-barres d'un emplacement pour le faire" -" entrer dans un sous-emplacement de l'emplacement principal." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -"Si vous voulez que le produit entre en WH/Stock dans notre exemple, vous " -"pouvez simplement scanner le produit suivant." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "Bons de livraison" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -"Lors de la livraison d'un produit, vous devez scanner l'emplacement source " -"s'il est différent de celui initialement défini sur le transfert. Ensuite, " -"vous pouvez commencer à scanner les produits qui sont livrés à partir de cet" -" emplacement spécifique." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -"Une fois les différents produits scannés, vous avez la possibilité de " -"scanner un autre emplacement, tel que WH/Stock, et une autre page sera " -"ajoutée à votre livraison. Vous pouvez passer de l'un à l'autre grâce aux " -"boutons *Précédent* et *Suivant*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -"Maintenant, vous pouvez valider votre transfert. Pour ce faire, cliquez sur " -"*Suivant* jusqu'à ce que vous atteigniez la dernière page du transfert. Là, " -"vous pourrez le valider." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "Transferts internes" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -"Lorsque vous réalisez un transfert interne avec plusieurs emplacements, vous" -" devez d'abord scanner l'emplacement d'origine du produit. Ensuite, vous " -"pouvez scanner le produit lui-même, avant de devoir scanner le code-barres " -"de l'emplacement de destination." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -"Si les emplacements d'origine et de destination des transferts internes sont" -" déjà corrects, il n'est pas nécessaire de les scanner." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" -msgstr "Transferts avec des produits trackés" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -"Si vous travaillez avec des produits trackés par des numéros de lot/série, " -"vous avez deux possibilités :" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 -msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -"Si vous travaillez avec des lots/numéros de série en tenant compte de tous " -"les produits, vous pouvez scanner le code-barres du lot/numéro de série et " -"Odoo augmentera la quantité du produit en définissant son numéro de " -"lot/série." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 +msgid "" +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" -"Si vous avez le même numéro de lot/série pour différents produits, vous " -"pouvez procéder en scannant d'abord le code-barres du produit, puis le code-" -"barres du numéro de lot/série." #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" -msgstr "Créer un transfert à partir de zéro" +msgid "Create and process transfers with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -"Pour créer un transfert à partir de l'application *Code-barres*, vous devez " -"d'abord imprimer les codes-barres du type d'opération. Pour cela, vous " -"pouvez télécharger la *feuille de codes-barres de stock* depuis la page " -"d'accueil de l'application." -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "Créer un transfert interne" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" -"Une fois cela fait, vous pouvez scanner celui pour lequel vous voulez créer " -"un nouveau document. Ensuite, un document vide sera créé et vous pourrez " -"scanner vos produits pour le remplir." #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 msgid "Setup" @@ -3639,108 +4311,172 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" -msgstr "Quelle est la différence entre des lots et des numéros de série ?" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "Introduction" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 -msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +msgid "Difference between lots and serial numbers" msgstr "" -"Dans Odoo, les lots et les numéros de série ont des similitudes dans leur " -"système fonctionnel, mais sont différents dans leur comportement. Ils sont " -"tous deux gérés dans les applications **Inventaire**, **Achats** et " -"**Ventes**." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -"Les **Lots** correspondent à un certain nombre de produits que vous recevez " -"et stockez ensemble dans un seul emballage." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -"Les **Numéros de série** sont des numéros d’identification donnés à un " -"produit en particulier, pour permettre de suivre l'historique de l'article " -"depuis sa réception à sa livraison et aux services après-vente." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" -msgstr "Quand les utiliser" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -"Les **Lots** sont intéressants pour les produits que vous recevez en grande " -"quantité et pour lesquels un numéro de lot peut être utile dans les " -"rapports, les contrôles qualité ou toute autre information. Les lots " -"permettent d'identifier un nombre de pièces présentant par exemple un défaut" -" de production. Cela peut être utile pour une production par lot de " -"vêtements ou de denrées alimentaires." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" -"Les **Numéros de série** sont intéressants pour les articles qui pourraient " -"nécessiter un service après-vente, tels que les smartphones, les ordinateurs" -" portables, les réfrigérateurs et tout autre appareil électronique. Vous " -"pouvez utiliser le numéro de série du fabricant ou le vôtre, selon la " -"manière dont vous gérez ces produits." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" +msgstr ":doc:`lots`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "Quand ne pas les utiliser" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" -"Le stockage de produits consommables tels que du papier de cuisine, du " -"papier toilette, des stylos et des blocs de papier en lots n'a aucun sens, " -"car il y a très peu de chances que vous puissiez les retourner pour un " -"défaut de production." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" -"D'autre part, attribuer un numéro de série à chaque produit est une tâche " -"fastidieuse qui n'aura de sens que dans le cas d'articles bénéficiant d'une " -"garantie et/ou d'un service après-vente. L'attribution d'un numéro de série " -"à un pain, par exemple, n'a aucun sens." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr ":doc:`serial_numbers`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" -msgstr ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "Activer les lots et les numéros de série" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" +"La fonctionnalité Lots et numéros de série activée dans les paramètres " +"d'inventaire." + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "Traçabilité" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 msgid "Expiration dates" @@ -4483,17 +5219,6 @@ msgstr "" "utilisés pour retracer un produit jusqu'à un groupe. C'est particulièrement " "utile pour gérer les rappels de produits ou les dates de péremption." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "Activer les lots et les numéros de série" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -4509,12 +5234,6 @@ msgstr "" ":guilabel:`Lots & Numéros de série`. Cliquez ensuite sur le bouton " ":guilabel:`Enregistrer` pour enregistrer les changements." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" -"La fonctionnalité Lots et numéros de série activée dans les paramètres " -"d'inventaire." - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "Suivre des produits par lots" @@ -4681,11 +5400,11 @@ msgstr "" "sortantes, les numéros de lot sont directement assignés sur la commande " "client." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "Gérer des lots lors des réceptions" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." @@ -4693,7 +5412,7 @@ msgstr "" "Il est possible de directement assigner des numéros de lot à des " "marchandises **entrantes** sur le bon de commande." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." @@ -4702,7 +5421,7 @@ msgstr "" "--> Créer`. Cette opération fait apparaître un formulaire de demande de prix" " vierge." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -4714,7 +5433,7 @@ msgstr "" "aux lignes de :guilabel:`Produit`, en cliquant sur :guilabel:`Ajouter un " "produit` (dans l'onglet :guilabel:`Produits`)." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." @@ -4722,7 +5441,7 @@ msgstr "" "Choisissez la quantité souhaitée du produit à commander en modifiant le " "nombre dans la colonne :guilabel:`Quantité`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -4736,7 +5455,7 @@ msgstr "" ":guilabel:`Réception` apparaît. Cliquez sur le bouton intelligent " ":guilabel:`Réception` pour accéder au formulaire de réception de l'entrepôt." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -4757,7 +5476,7 @@ msgstr "" "Fenêtre contextuelle d'erreur d'utilisateur lors de l'ajout d'un lot/numéro " "de série." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -4770,7 +5489,7 @@ msgstr "" ":guilabel:`Opérations`). Le fait de cliquer sur cette icône fait apparaître " "une fenêtre contextuelle :guilabel:`Opérations détaillées`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " @@ -4780,14 +5499,14 @@ msgstr "" "différents, y compris l'assignation d'un numéro de lot dans la colonne " ":guilabel:`Nom du lot/numéro de série`, située en bas de la fenêtre." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" "Il y a deux façons d'assigner des numéros de lot : **manuellement** et " "**copier/coller**." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -4806,7 +5525,7 @@ msgstr "" "Fenêtre contextuelle des opérations détaillées d'assignation d'un numéro de " "lot." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -4819,7 +5538,7 @@ msgstr "" "jusqu'à ce que la :guilabel:`Quantité faite` corresponde à la " ":guilabel:`Demande`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -4842,7 +5561,7 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "Liste des numéros de lot copiés dans la feuille de calcul Excel." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." @@ -4851,7 +5570,7 @@ msgstr "" "produits, cliquez sur :guilabel:`Confirmer` pour fermer la fenêtre " "contextuelle. Cliquez ensuite sur :guilabel:`Valider`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -4866,11 +5585,11 @@ msgstr "" ":guilabel:`Produit` qui est suivi, le :guilabel:`# de lot/série` assigné, et" " bien plus encore." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "Gérer des lots sur des bons de livraison" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." @@ -4878,7 +5597,7 @@ msgstr "" "Il est possible de directement assigner des numéros de lot à des " "marchandises **sortantes** à partir de la commande client." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." @@ -4886,7 +5605,7 @@ msgstr "" "Pour créer une commande client, allez à l'application :menuselection:`Ventes" " --> Créer`. Cette opération fait apparaître un formulaire de devis vierge." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " @@ -4897,7 +5616,7 @@ msgstr "" ":guilabel:`Produits` (dans l'onglet :guilabel:`Lignes de la commande`) en " "cliquant sur :guilabel:`Ajouter un produit`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " @@ -4906,7 +5625,7 @@ msgstr "" "Choisissez ensuite la quantité que vous voulez vendre en changeant le nombre" " dans la colonne :guilabel:`Quantité`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " @@ -4917,7 +5636,7 @@ msgstr "" "confirmé, il devient une commande client et un bouton intelligent " ":guilabel:`Livraison` apparaît." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " @@ -4926,7 +5645,7 @@ msgstr "" "Cliquez sur le bouton intelligent :guilabel:`Livraison` pour afficher le " "formulaire de réception de l'entrepôt pour cette commande spécifique." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -4941,7 +5660,7 @@ msgstr "" ":guilabel:`Opérations`). Le fait de cliquer sur cette icône fait apparaître " "une fenêtre contextuelle :guilabel:`Opérations détaillées`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" @@ -4951,7 +5670,7 @@ msgstr "" " par défaut et la quantité :guilabel:`Réservée` totale sera prélevée de ce " "lot spécifique (s'il y a suffisamment de stock dans ce lot)." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -4963,7 +5682,7 @@ msgstr "" "quantité dans la colonne :guilabel:`Fait` pour uniquement inclure cette " "partie spécifique de la quantité totale." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -4977,12 +5696,12 @@ msgstr "" "First Out)`). Il dépendra également de la quantité commandée et de " "l'existence d'une quantité suffisante dans un lot pour honorer la commande." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -5001,7 +5720,7 @@ msgstr "" "Fenêtre contextuelle des opérations détaillées pour le numéro de lot source " "sur la commande client." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -5016,7 +5735,7 @@ msgstr "" ":guilabel:`Produit` qui est suivi, la :guilabel:`Date` et le :guilabel:`# de" " lot/série` assigné." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " @@ -5026,11 +5745,11 @@ msgstr "" ":guilabel:`Référence` du bon de commande précédent, si les quantités de " "produits partagent le même numéro de lot." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "Gérer des lots pour différents types d'opérations" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " @@ -5040,7 +5759,7 @@ msgstr "" "**réception** de produits provenant d'un bon de commande, par défaut. Il " "n'est pas possible d'utiliser des numéros de lot **existants**." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." @@ -5049,7 +5768,7 @@ msgstr "" "créer de nouveaux numéros de lots sur le bon de livraison, seuls des numéros" " de lots existants peuvent être utilisés." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " @@ -5060,7 +5779,7 @@ msgstr "" "l'application :menuselection:`Inventaire --> Configuration --> Types " "d'opération` et sélectionnez le :guilabel:`Type d'opération` souhaité." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -5077,7 +5796,7 @@ msgstr "" ":guilabel:`Traçabilité`). Enfin, cliquez sur le bouton " ":guilabel:`Enregistrer` pour enregistrer les changements." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -5096,7 +5815,7 @@ msgid "Enabled traceability setting on operations type form." msgstr "" "Le paramètre de traçabilité activé sur le formulaire des types d'opérations." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" @@ -5106,11 +5825,11 @@ msgstr "" "lots, il peut être utile d'activer l'option :guilabel:`Utiliser les " "lots/numéros de série existants` pour les réceptions à l'entrepôt." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "Traçabilité des lots" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " @@ -5120,7 +5839,7 @@ msgstr "" "traçabilité pour voir le cycle de vie complet d'un produit : d'où (et quand)" " il vient, où il a été stocké et chez qui (et quand) il est allé." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " @@ -5131,7 +5850,7 @@ msgstr "" "Lots/Numéros de série`. Cette opération affiche le tableau de bord des " ":menuselection:`Lots/Numéros de série`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " @@ -5141,7 +5860,7 @@ msgstr "" "sont répertoriés par défaut, et il est possible de les développer pour " "afficher les numéros de lot assignés à ces produits." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -5154,7 +5873,7 @@ msgstr "" " groupe personnalisé` et sélectionnez :guilabel:`Lot/Numéro de série` dans " "le menu déroulant. Cliquez ensuite sur :guilabel:`Appliquer`." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -5167,10 +5886,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "Rapport de traçabilité des lots et numéros de série." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -5939,6 +6656,11 @@ msgstr "" " disponibles qui utilisent ce numéro de série et toutes les opérations " "effectuées à l'aide de ce numéro de série." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -6411,7 +7133,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "Créer une commande client" @@ -7892,7 +8614,7 @@ msgstr "Recevoir les marchandises directement (1 étape)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "Créer un bon de commande" @@ -7913,7 +8635,7 @@ msgstr "" "le transformer en bon de commande." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -7997,11 +8719,11 @@ msgstr "" "etc. Ensuite, le statut du document passe à :guilabel:`Fait`, finalisant " "donc le processus de réception en une étape." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "Livrer les marchandises directement (1 étape)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -8016,7 +8738,7 @@ msgstr "" " stock aux lignes de commande et cliquez sur :guilabel:`Confirmer` pour " "transformer le devis en commande client." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -8032,7 +8754,7 @@ msgstr "" "Le bouton intelligent Livraison apparaît après la confirmation de la " "commande." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -8048,12 +8770,12 @@ msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" "Carte kanban des bons de livraison avec le bouton intelligent 1 à traiter." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "Traiter la livraison" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -8066,7 +8788,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "Validez le bon de livraison." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -8557,56 +9279,46 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " -"goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " +"goods in input, then quality and then stock (3 steps)` for " +":guilabel:`Incoming Shipments`." msgstr "" -"Ensuite, l'entrepôt doit être configuré pour les réceptions en trois étapes." -" Allez à :menuselection:`Inventaire --> Configuration --> Entrepôts` et " -"cliquez sur :guilabel:`Modifier` pour modifier l'entrepôt. Sélectionnez " -"ensuite :guilabel:`Décharger dans l'emplacement d'entrée, passer par un " -"contrôle qualité avant d'être admis en stock (3 étapes)` pour les " -":guilabel:`Réceptions`. :guilabel:`Enregistrez` ensuite les changements." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "Définissez l'option de réception sur recevoir en trois étapes." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -"L'activation des réceptions et expéditions en trois étapes créera deux " -"nouveaux emplacements internes : *Entrée* (WH/Input) et *Contrôle qualité* " -"(WH/Quality Control). Pour renommer ces emplacements, allez à " -":menuselection:`Configuration --> Emplacements`, sélectionnez " -"l':guilabel:`Emplacement` à modifier, cliquez sur :guilabel:`Modifier`, " -"mettez à jour le nom et cliquez finalement sur :guilabel:`Enregistrer`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -"Traiter une réception en trois étapes (emplacement d'entrée + contrôle " -"qualité + stock)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -"Dans l'application :menuselection:`Achats`, créez un nouveau devis en " -"cliquant sur :guilabel:`Créer`. Sélectionnez un :guilabel:`Fournisseur`, " -"ajoutez un :guilabel:`Produit` stockable et cliquez sur :guilabel:`Confirmer" -" la commande`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " @@ -8617,11 +9329,11 @@ msgstr "" " cliquer sur le bouton intelligent :guilabel:`Réception` affichera l'ordre " "de réception." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "Traiter une réception" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -8641,7 +9353,7 @@ msgstr "" "Le statut des trois transferts de réception indique les opérations prêtes et celles\n" "en attente d'une autre opération. " -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -8656,7 +9368,7 @@ msgstr "" "traités tant que l'étape associée précédant chaque transfert n'est pas " "terminée." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -8670,7 +9382,7 @@ msgstr "" "passera à :guilabel:`Prêt` que lorsque le transfert vers le contrôle qualité" " aura été marqué comme :guilabel:`Fait`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -8686,7 +9398,7 @@ msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" "Une réception prête à être traitée dans la vue kanban de l'aperçu du stock." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -8704,11 +9416,11 @@ msgstr "" "Validez la réception en cliquant sur Valider et le produit sera transféré vers\n" "WH/Contrôle qualité." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "Traiter un transfert vers le contrôle qualité" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -8723,7 +9435,7 @@ msgstr "" ":guilabel:`1 à traiter` sur la carte kanban des :guilabel:`Transferts " "internes`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -8745,11 +9457,11 @@ msgstr "" "Validez le transfert interne pour déplacer l'article vers l'emplacement de " "contrôle qualité." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "Traiter un transfert vers le stock" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -8762,7 +9474,7 @@ msgstr "" "l':guilabel:`Inventaire`, cliquez sur le bouton intelligent :guilabel:`1 à " "traiter` sur la carte kanban des :guilabel:`Transferts internes`." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -10984,6 +11696,173 @@ msgstr "" "Une fois tous les produits transférés, cliquez sur :guilabel:`Valider` pour " "marquer le transfert par lot comme :guilabel:`Fait`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "Flux de travail" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -11117,6 +11996,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -11773,6 +12653,625 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "2" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "1" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "Date d'expiration" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" +"Deux lots réservés pour une commande client grâce à la stratégie FIFO." + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "Consignation : acheter et vendre du stock sans le posséder" @@ -12391,44 +13890,102 @@ msgstr "" "rangement." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "Basé sur" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -12437,667 +13994,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "Que se passe-t-il à l'intérieur de l'entrepôt ?" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "Les produits entrent dans le stock via la zone de réception." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" +msgstr "FIFO" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" +msgstr "Emplacement le plus proche" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "First In, First Out (FIFO)" +msgid "Least Packages" +msgstr "Le moins de colis" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "Lots & Numéros de série" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "Colis" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "Last In, First Out (LIFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" -"La stratégie *First Expired, First Out* (FEFO) est un peu différente des " -"deux autres stratégies d'enlèvement. Pour :abbr:`FEFO (First Expired, First " -"Out)`, c'est la date d'expiration qui est importante, pas la date à laquelle" -" le produit est entré dans le stock." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" -":guilabel:`20001` est entré dans le stock le 1er juillet et expire le 15 " -"juillet, :guilabel:`20002` est entré le 2 juillet et expire le 14 juillet et" -" :guilabel:`20003` est entré le 4 juillet et expire le 21 juillet. Un client" -" commande six boîtes le 5 juillet. En sélectionnant la stratégie :abbr:`FEFO" -" (First Expired, First Out)`, un transfert est demandé pour les cinq boîtes " -"du lot :guilabel:`20002` et une boîte du lot :guilabel:`20001`. Le transfert" -" de toutes les boîtes du lot :guilabel:`20002` est demandé, car elles ont la" -" date d'expiration la plus proche. Le transfert nécessite également une " -"boîte de :guilabel:`20001`, car elle a la date d'expiration la plus proche " -"après le lot :guilabel:`20002`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" -"En principe, pour chaque commande client d'un produit avec la stratégie " -":abbr:`FEFO (First Expired, First Out)`, un transfert est demandé pour le " -"produit qui a la date d'expiration la plus proche de la date de la commande." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "Emplacement le plus proche" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" -"La stratégie de l'*emplacement le plus proche* est complètement différente " -"des autres stratégies d'enlèvement. Elle n'est pas basée sur la date " -"d'entrée dans l'entrepôt, mais plutôt sur l'emplacement du produit. Elle est" -" généralement utilisée pour les produits qui ne se détériorent pas avec le " -"temps." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" -"L'objectif est d'éviter que le magasinier n'effectue un long trajet jusqu'au" -" fond du stock, alors que le produit se trouve également à proximité. Cette " -"méthode est uniquement disponible si le paramètre :guilabel:`Emplacements de" -" stockage` est activé. L'emplacement le plus proche est en fait celui qui " -"vient en premier dans l'ordre alphabétique." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "Utiliser des stratégies d'enlèvement" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" -"Pour différencier certaines unités des autres, les unités doivent être " -"suivies, soit par *lot*, soit par *numéro de série*. Pour ce faire, allez à " -":menuselection:`Inventaire --> Configuration --> Paramètres` et activez les " -"paramètres :guilabel:`Emplacements de stockage`, :guilabel:`Routes en " -"plusieurs étapes` et :guilabel:`Lots & Numéros de série`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "FIFO (First In, First Out)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" -"Deux lots réservés pour une commande client grâce à la stratégie FIFO." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "LIFO (Last In, First Out)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" -"Deux lots réservés pour une commande client grâce à la stratégie LIFO." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "FEFO (First Expired, First Out)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "Vue de la date d'enlèvement pour 0000001." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -13742,10 +14837,6 @@ msgstr "" ":ref:`Utiliser différentes unités de mesure " "`" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "Colis" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -15582,20 +16673,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -15604,14 +16695,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -19626,13 +20717,10 @@ msgstr "Gérer les nomenclatures pour les variantes de produit" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" -"Odoo permet d'utiliser une seule nomenclature pour plusieurs variantes d'un " -"même produit. Le fait d'avoir une nomenclature consolidée pour un produit " -"avec des variantes permet de gagner du temps en évitant d'avoir à gérer " -"plusieurs nomenclatures." #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 msgid "Activate product variants" @@ -19640,18 +20728,19 @@ msgstr "Activer des variantes de produit" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" -"Pour activer les variantes, allez simplement à :menuselection:`Inventaire " -"--> Configuration --> Paramètres --> Produits`, et activez l'option " -":guilabel:`Variantes`. Ensuite, cliquez sur :guilabel:`Enregistrer` pour " -"appliquer le paramètre. Pour plus d'informations sur la configuration des " -"variantes de produit, consultez :doc:`cette page " -"<../../../sales/sales/products_prices/products/variants>`." #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." @@ -19659,29 +20748,145 @@ msgstr "" "Sélectionner l'option \"Variantes\" dans les paramètres de l'application " "Inventaire." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "Appliquer des composants de nomenclature aux variantes de produit" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" -"Ensuite, créez une nouvelle nomenclature ou modifiez une nomenclature " -"existante en allant à :menuselection:`Fabrication --> Produits --> " -"Nomenclatures`. Cliquez sur :guilabel:`Modifier`. L'option " -":guilabel:`Appliquer aux variantes` permettant d'assigner des composants à " -"des variantes de produit spécifiques sur la nomenclature est disponible une " -"fois que le paramètre :guilabel:`Variantes` est activé dans l'application " -":guilabel:`Inventaire`. Si le champ :guilabel:`Appliquer aux variantes` " -"n'est pas immédiatement visible, activez-le à partir du menu des options " -"supplémentaires." #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." @@ -19689,7 +20894,7 @@ msgstr "" "L'option \"Application aux variantes\" dans le menu des options " "supplémentaires." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " @@ -19700,22 +20905,152 @@ msgstr "" "variantes du produit. Le même principe s'applique lors de la configuration " "des opérations et des sous-produits." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" -"Lorsque vous définissez des nomenclatures de variantes par l'assignation de " -"composants, le champ :guilabel:`Variante de produit` dans la section " -"principale de la nomenclature doit être laissé vide, comme illustré ci-" -"dessous. Le champ n'est utilisé que lors de la création d'une nomenclature " -"spécifique à une variante de produit." + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." -msgstr "Appliquer des composants à plusieurs variantes." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 msgid "Scrap during manufacturing" @@ -20484,10 +21819,6 @@ msgstr "" "du sous-traitant **s** et de supprimer les produits **B** de la " "*nomenclature*." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "Traçabilité" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/fr/LC_MESSAGES/sales.po b/locale/fr/LC_MESSAGES/sales.po index 89437ad05..0d147a4ad 100644 --- a/locale/fr/LC_MESSAGES/sales.po +++ b/locale/fr/LC_MESSAGES/sales.po @@ -5,29 +5,29 @@ # # Translators: # Laura Piraux , 2023 +# Martin Trigaux, 2023 # Camille Dantinne , 2023 # David David , 2023 # Sébastien BÜHL , 2023 -# Renaud de Colombel , 2023 # Jérôme Tanché , 2023 +# Renaud de Colombel , 2023 # 5cad1b0f1319985f8413d48b70c3c192_b038c35, 2023 # Maxime Chambreuil , 2023 -# Martin Trigaux, 2023 # Priscilla (prs) Odoo , 2023 # Eloïse Stilmant , 2023 # Fernanda Marques , 2023 # Cécile Collart , 2023 -# Wil Odoo, 2023 # Jolien De Paepe, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Jolien De Paepe, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -70,25 +70,12 @@ msgstr "Convertir des pistes en opportunités" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" -"Le système peut générer des pistes au lieu d'opportunités, afin d'ajouter " -"une étape de qualification avant de convertir une *Piste* en *Opportunité* " -"et de l'assigner aux bons vendeurs." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" -"Vous pouvez activer ce mode depuis les paramètres du CRM. Il s'appliquera " -"par défaut à tous vos canaux de vente. Mais vous pouvez le rendre spécifique" -" pour certains canaux depuis leur formulaire de configuration." - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -113,105 +100,201 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "Configuration" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -"Pour activer cette fonctionnalité, allez à :menuselection:`CRM --> " -"Configuration --> Paramètres` et cochez la case *Pistes*." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." msgstr "" -"Vous disposez désormais d'un nouveau menu *Pistes* où les pistes viendront " -"s'ajouter." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "Convertir une piste en opportunité" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -"Quand vous cliquez sur une *Piste*, vous aurez la possibilité de la " -"convertir en opportunité, de décider si elle doit être toujours assignée au " -"même canal/vendeur et si vous devez créer un nouveau client ou non." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -"Si vous avez déjà défini une opportunité pour ce client, Odoo vous proposera" -" automatiquement de fusionner avec cette opportunité. De la même manière, " -"Odoo vous proposera de créer un lien vers un client existant s'il existe " -"déjà." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" -msgstr "Fusionner des opportunités" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" -"Odoo vous proposera aussi de fusionner automatiquement des opportunités si " -"elles ont la même adresse mail. Lors de cette fusion, Odoo fusionne les " -"informations dans l'opportunité qui a été créée en premier, en donnant la " -"priorité aux informations présentes dans la première opportunité." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -"Aucune information n'est perdue : pour un accès plus rapide, les données " -"venant de l'autre opportunité sont enregistrées dans le chatter et dans les " -"champs d'information." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -"Si vous trouvez vous-même un doublon, vous pouvez aussi fusionner les " -"opportunités ou les pistes même si le système ne vous le propose pas." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -"Voici comment : depuis la vue de liste, sélectionnez les opportunités ou les" -" pistes que vous voulez fusionner et le bouton action s'affichera. Ensuite, " -"cliquez sur fusionner." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." msgstr "" -"Il est également possible de fusionner plus de 2 opportunités ou pistes." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" @@ -625,6 +708,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Tarification" @@ -8631,18 +8715,17 @@ msgid "Rental" msgstr "Location" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." -msgstr "**Odoo Location** est une solution complète pour gérer vos locations." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." +msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" -"À partir d'une vue unique, vous pouvez envoyer des devis, confirmer des " -"commandes, planifier des locations, enregistrer quand les produits sont " -"enlevés et retournés et facturer vos clients." #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" @@ -8653,88 +8736,238 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "`Odoo Tutoriels : Location `_" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "Prix ​​de location" - -#: ../../content/applications/sales/rental.rst:22 -msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +msgid "Dashboard" +msgstr "" + +#: ../../content/applications/sales/rental.rst:19 +msgid "" +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" -"Allez à :menuselection:`Location --> Produits`, sélectionnez ou créez un " -"produit et cliquez sur l'onglet *Location* d'un produit. Sous *Prix de " -"location*, cliquez sur *Ajouter un prix*. Choisissez ensuite une *Unité* de " -"temps (heures, jours, semaines ou mois), une *Durée*, et un *Prix*. Vous " -"pouvez ajouter autant de lignes de prix que nécessaire, généralement pour " -"accorder des remises pour des durées de location plus longues." #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" -msgstr "Exemple d'une configuration de prix de location dans Odoo Location" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." +msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" -"Sous *Réservations*, vous pouvez ajouter des amendes pour chaque *Heure " -"supplémentaire* ou *Jour supplémentaire*. Vous pouvez également définir une " -"*Durée de sécurité*, exprimée en heures, pour rendre le produit " -"temporairement indisponible entre deux bons de location." #: ../../content/applications/sales/rental.rst:37 -msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." -msgstr "" -"Si vous souhaitez louer un produit créé en dehors de l'application Location," -" n'oubliez pas de cocher *Peut être loué* sous le nom du produit. Par " -"défaut, cette option est cochée lorsque vous créez un produit directement " -"depuis l'application Location." +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "Paramètres" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "Calculs" - -#: ../../content/applications/sales/rental.rst:44 +#: ../../content/applications/sales/rental.rst:39 msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" -"Odoo utilise toujours deux règles pour calculer le prix d'un produit lorsque" -" vous créez un bon de location :" #: ../../content/applications/sales/rental.rst:46 +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:50 +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:52 +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:56 +msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "Réservations" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 msgid "Only one price line is used." msgstr "Une seule ligne de prix est utilisée." -#: ../../content/applications/sales/rental.rst:47 +#: ../../content/applications/sales/rental.rst:125 msgid "The cheapest line is selected." msgstr "La ligne la moins chère est sélectionnée." -#: ../../content/applications/sales/rental.rst:50 +#: ../../content/applications/sales/rental.rst:128 msgid "Consider the following rental pricing configuration for a product:" msgstr "" "Considérez la configuration de prix de location suivante pour un produit :" -#: ../../content/applications/sales/rental.rst:52 +#: ../../content/applications/sales/rental.rst:130 msgid "1 day: $100" msgstr "1 jour : 100 $" -#: ../../content/applications/sales/rental.rst:53 +#: ../../content/applications/sales/rental.rst:131 msgid "3 days: $250" msgstr "3 jours : 250 $" -#: ../../content/applications/sales/rental.rst:54 +#: ../../content/applications/sales/rental.rst:132 msgid "1 week: $500" msgstr "1 semaine : 500 $" -#: ../../content/applications/sales/rental.rst:56 +#: ../../content/applications/sales/rental.rst:134 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" @@ -8742,7 +8975,7 @@ msgstr "" "Un client souhaite louer ce produit pendant 8 jours. Quel prix devrait-il " "payer ?" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " @@ -8752,94 +8985,265 @@ msgstr "" "c'est l'option la moins chère. Le client doit payer trois fois '3 jours' " "pour couvrir les huit jours de location, pour un total de 750 $." -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "Signature du client" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" -"Vous pouvez demander à vos clients de signer un contrat de location " -"décrivant l'accord entre vous et vos clients avant que ces derniers enlèvent" -" les produits, pour vous assurer que vos produits sont retournés à temps et " -"dans leur état d'origine. Pour ce faire, allez à :menuselection:`Location " -"--> Configuration --> Paramètres`, activez *Documents numériques* et " -"*Enregistrer*." #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "Paramètre de documents numériques dans Odoo Location" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -"Cette fonctionnalité requiert l'application :doc:`Signature " -"<../finance/sign>`. Si nécessaire, Odoo l'installe après avoir activé " -"l'option *Documents numériques*." -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -"Une fois les paramètres de l'application enregistrés, vous avez la " -"possibilité de modifier le *contrat de location* par défaut dans le menu " -"déroulant. Vous pouvez choisir n'importe quel document déjà téléchargé sur " -"l'application *Signature* ou en télécharger un nouveau sur l'application " -"*Signature* en cliquant sur *Télécharger un modèle*." -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -"Pour demander une signature au client, sélectionnez un bon de location " -"confirmé, cliquez sur *Signer les documents*, choisissez le modèle de " -"document à utiliser et cliquez à nouveau sur *Signer les documents*. Dans la" -" fenêtre suivante, sélectionnez votre client et cliquez sur *Signer* pour " -"démarrer le processus de signature. Une fois le document complété, cliquez " -"sur *Valider & envoyer le document complété*." -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "`Tutoriels Odoo : Signature `_" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" -msgstr "Bon d'enlèvement et de retour" - -#: ../../content/applications/sales/rental.rst:96 -msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:252 +msgid "" +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" -"Vous pouvez imprimer et remettre à vos clients des reçus lorsqu'ils viennent" -" chercher et/ou retournent des produits. Pour ce faire, ouvrez n'importe " -"quel bon de location, cliquez sur *Imprimer* et sélectionnez *Bon " -"d'enlèvement et de retour*. Odoo génère ensuite un PDF détaillant toutes les" -" informations sur l'état actuel des articles loués : lesquels ont été " -"enlevés, quand ils devraient être retournés, lesquels ont été retournés et " -"les éventuels coûts de retard de location." #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" -msgstr "Imprimer un bon d'enlèvement et de retour dans Odoo Location" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." +msgstr "" #: ../../content/applications/sales/sales.rst:10 msgid "" @@ -8862,348 +9266,339 @@ msgid "Amazon Connector" msgstr "Connecteur Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" -msgstr "Fonctionnalités du Connecteur Amazon" +msgid "Amazon Connector features" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" -"Le **Connecteur Amazon** synchronise les commandes entre Amazon et votre " -"base de données Odoo, ce qui réduit considérablement le temps que vous devez" -" passer sur votre tableau de bord Amazon Seller Central." #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" -msgstr "Fonctionnalités prises en charge" +msgid "Supported features" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" -msgstr "Le connecteur est capable de :" +msgid "The Amazon Connector is able to:" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" -"Synchroniser (Amazon vers Odoo) toutes les commandes confirmées (FBA et FBM)" -" et leurs articles de commande qui incluent :" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" -msgstr "le nom, la description et la quantité du produit" +msgid "product name, description, and quantity" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" -msgstr "les frais d'expédition du produit" +msgid "shipping costs for the product" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" -msgstr "les frais d'emballage cadeau" +msgid "gift wrapping charges" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -"Créer sur Odoo tout partenaire manquant lié à une commande (types de contact" -" pris en charge : contact et livraison)." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -"Informer Amazon d'une expédition confirmée sur Odoo (FBM) afin d'être payé." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "Prendre en charge plusieurs comptes vendeurs." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "Prendre en charge plusieurs marketplaces par compte vendeur." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "Expédié par Amazon (FBA)" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "Expédié par le vendeur (FBM)" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "**Commandes**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" -msgstr "Synchronisation des commandes expédiées et annulées" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "Synchronisation des commandes non expédiées et annulées" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize unshipped and canceled orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "**Shipping**" msgstr "**Expédition**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "Frais" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "Livraison créée" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "**Gift Wrapping**" msgstr "**Emballage cadeau**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "Géré par Amazon" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" -msgstr "Frais d'emballage cadeau" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" -msgstr "Message cadeau " - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "**Gestion du stock**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "Un mouvement de stock créé par article du bon de commande" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "Géré par la livraison" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "**Confirmation**" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "Notifier Amazon lors de la confirmation de livraison" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -"Le connecteur est conçu pour synchroniser les données des commandes comme il" -" est détaillé ci-dessus. D'autres actions, telles que le téléchargement des " -"rapports de frais mensuels, la gestion des litiges ou l'émission de " -"remboursements doivent être gérées à partir d'Amazon Seller Central, comme " -"d'habitude." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" -msgstr "Marketplaces prises en charge" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" -"Le Connecteur Amazon prend en charge toutes les marketplaces actuelles. Si " -"une marketplace ne figure pas dans la liste de vos marketplaces Amazon, vous" -" pouvez :ref:`ajouter une nouvelle marketplace `." #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr ":doc:`setup`" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr ":doc:`manage`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" -msgstr "Gérer les commandes Amazon dans Odoo" +msgid "Amazon order management" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" -msgstr "Synchronisation des commandes" +msgid "Order synchronization" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" -"Les commandes sont automatiquement récupérées d'Amazon et synchronisées dans" -" Odoo à intervalles réguliers. La synchronisation est basée sur le statut " -"d'Amazon : seules les commandes dont le statut a changé depuis la dernière " -"synchronisation sont récupérées d'Amazon. Pour **FBA** (expédié par Amazon)," -" seules les commandes **expédiées** et **annulées** sont récupérées. Pour " -"**FBM** (Expédié par le vendeur), il en va de même pour les commandes **non " -"expédiées** et **annulées**. Pour chaque commande synchronisée, un bon de " -"commande et un client sont créés dans Odoo s'ils ne sont pas encore " -"enregistrés." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -"Lorsqu'une commande est annulée dans Amazon et qu'elle a déjà été " -"synchronisée dans Odoo, le bon de commande correspondant est automatiquement" -" annulé dans Odoo." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -"Pour forcer la synchronisation d'une commande dont le statut n'a pas changé " -"depuis la dernière synchronisation, activez le :ref:`mode développeur " -"`, naviguez vers votre compte Amazon et modifiez la date " -"dans le menu :menuselection:`Suivi des commandes --> Synchronisation " -"dernière commande`. Choisissez une date antérieure au dernier changement de " -"statut de la commande que vous souhaitez synchroniser et enregistrez." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" -"Pour immédiatement synchroniser les commandes de votre compte Amazon, passez" -" en :ref:`mode développeur `, allez à votre compte Amazon et" -" cliquez sur **SYNCHRONISER LES COMMANDES**. Vous pouvez faire de même avec " -"les transferts en cliquant sur **SYNCHRONISER LES TRANSFERTS**." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "Gérer les livraisons en FBM" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" -"Lorsqu'une commande **FBM** (Expédié par le vendeur) est synchronisée dans " -"Odoo, un transfert est créé en même temps que le bon de commande et le " -"client. Vous pouvez soit expédier tous les produits commandés à votre client" -" en une fois, soit expédier une partie des produits en utilisant des " -"reliquats." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" -"Lorsqu'un transfert lié à la commande est confirmé, une notification est " -"envoyée à Amazon qui, à son tour, informera le client que la commande (ou " -"une partie de celle-ci) est en route." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" -"Amazon exige de fournir une référence de suivi avec chaque livraison. Vous " -"devez désigner un transporteur. Si le transporteur ne fournit pas " -"automatiquement une référence de suivi, vous devrez en définir une " -"manuellement. Ceci s'applique à toutes les marketplaces." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" -"Si le transporteur que vous avez choisi n'est pas pris en charge par Odoo, " -"vous pouvez toujours créer un transporteur portant son nom (par exemple, " -"créer un transporteur dénommé `Colissimo`). Ce nom n'est pas sensible à la " -"casse, mais soyez attentif aux fautes de frappe, car Amazon ne les " -"reconnaîtra pas." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." -msgstr "" -"Créez un transporteur dénommé `Self Delivery` pour informer Amazon que vous " -"effectuez vos propres livraisons. Vous devez toujours saisir une référence " -"de suivi." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" -"N'oubliez pas que le client est notifié par email de la livraison et que le " -"transporteur et la référence de suivi s'affichent dans l'email envoyé au " -"client." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -9216,177 +9611,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "Suivre des livraisons en FBA" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -"Lorsqu'une commande **FBA** (Expédié par Amazon) est synchronisée dans Odoo," -" un mouvement de stock est enregistré pour chaque article du bon de commande" -" afin qu'il soit enregistré dans votre système. Les gestionnaires " -"d'inventaire peuvent trouver ces mouvements dans :menuselection:`Inventaire " -"--> Analyse --> Mouvements de stock`. Ils enlèvent les produits dans un " -"stock spécifique appelé **Amazon**. Cet emplacement représente votre stock " -"dans les entrepôts d'Amazon et vous permet de gérer le stock de vos produits" -" dans le cadre du programme FBA." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -"Pour suivre votre stock Amazon (FBA) dans Odoo, vous pouvez effectuer un " -"ajustement d'inventaire après le réassort. Vous pouvez également déclencher " -"un réassort automatisé à partir de règles de réapprovisionnement sur " -"l'emplacement Amazon." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -"L'emplacement Amazon peut être configuré via le compte Amazon géré dans " -"Odoo. Tous les comptes de la même entreprise utilisent le même emplacement " -"par défaut. Il est toutefois possible de suivre le stock par marketplace. " -"Supprimez tout d'abord la marketplace pour laquelle vous souhaitez suivre le" -" stock séparément de la liste de marketplaces synchronisées. Ensuite, créez " -"un autre enregistrement pour ce compte et supprimez toutes les marketplaces," -" sauf celle que vous voulez isoler des autres. Finalement, assignez un autre" -" emplacement de stock au deuxième enregistrement de votre compte." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "Émettre des factures et enregistrer des paiements" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "Émettre des factures" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -"Il n'est pas possible d'envoyer les factures aux clients d'Amazon " -"directement à partir d'Odoo en raison de la politique d'Amazon de ne pas " -"partager les adresses mail des clients. Au lieu de cela, il est possible de " -"charger manuellement les factures générées dans Odoo vers le backend " -"d'Amazon. " -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -"De plus, pour vos clients B2B, il est actuellement nécessaire de récupérer " -"manuellement les numéros de TVA à partir du backend d'Amazon avant de créer " -"la facture dans Odoo." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "Enregistrer les paiements" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -"Comme les clients paient Amazon en tant qu'intermédiaire, il est recommandé " -"de créer un journal de *Banque* dédié (par exemple, intitulé `Paiements " -"Amazon`) avec un compte intermédiaire *Banque et Espèces* dédié." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" -"De plus, comme Amazon effectue un seul paiement mensuel, il est nécessaire " -"de sélectionner toutes les factures liées à un seul paiement lors de " -"l'enregistrement des paiements. Utilisez le :guilabel:`Journal` `Paiements " -"Amazon` dédié et sélectionnez :guilabel:`Dépôt par lot` comme " -":guilabel:`mode de paiement`. Sélectionnez ensuite tous les paiements " -"générés et cliquez sur :menuselection:`Actions --> Créer un paiement par lot" -" --> Valider`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -"La même chose peut être faite pour les factures fournisseurs d'Amazon " -"dédiées aux commissions. Lorsque le solde est reçu sur le compte bancaire à " -"la fin du mois et les relevés bancaires sont enregistrés, créditez le compte" -" intermédiaire Amazon du montant reçu." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" -msgstr "Suivre vos ventes Amazon dans l'analyse des ventes" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "Émettre des factures" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -"Puisqu'une équipe commerciale est définie sur votre compte sous l'onglet " -"**Suivi de la commande**, vous pouvez jeter un coup d’œil rapide sur les " -"chiffres en quelques clics dans l'analyse des ventes. Par défaut, l'équipe " -"commerciale de votre compte est partagée entre tous les comptes de votre " -"entreprise." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -"Si vous le souhaitez, vous pouvez modifier l'équipe commerciale de votre " -"compte pour obtenir un rapport séparé pour les ventes de ce compte." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -"Il est également possible de générer des rapports par marketplace de manière" -" similaire. Tout d'abord, supprimez la marketplace que vous souhaitez suivre" -" séparément de la liste des marketplaces synchronisées. Créez ensuite un " -"autre enregistrement pour ce compte et supprimez toutes les marketplaces, à " -"l'exception de celle que vous souhaitez isoler des autres. Enfin, assignez " -"une autre équipe commerciale à l'un des deux enregistrements de votre " -"compte." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "Enregistrer les paiements" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr ":doc:`features`" @@ -9708,7 +10131,6 @@ msgstr "" " ajouter une nouvelle marketplace, suivez les étapes suivantes :" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "Activez le :ref:`mode développeur `." @@ -9793,184 +10215,1267 @@ msgstr "" msgid "eBay Connector" msgstr "Connecteur eBay" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "Comment répertorier un produit ?" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" -msgstr "Répertorier sans variantes" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 +msgid "" +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" -"Pour répertorier un produit, vous devez cocher la case **Vendre sur eBay ** " -"sur la fiche du produit. L'onglet eBay sera disponible." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" -"Lorsque le champ **Utiliser la quantité en stock** est coché, la quantité " -"définie sur eBay sera la **Quantité prévue** dans Odoo." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -"Le **Modèle de description** vous permet d'utiliser des modèles pour vos " -"listes. Le modèle par défaut utilise uniquement le champ **Description eBay*" -" du produit. Vous pouvez utiliser du code html à l'intérieur du **Modèle de " -"description** et de la **Description eBay**." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -"Pour utiliser des images dans vos listes, vous devez les ajouter comme " -"**pièces jointes** sur le modèle du produit." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "Répertorier avec variantes" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" -"Lorsque l'option **Vendre sur eBay** est activée et le **Type de liste** est" -" **Prix fixe** sur un produit avec des variantes, le formulaire eBay est " -"légèrement différent. Dans le tableau des variantes, vous pouvez choisir " -"quelle variante sera également répertoriée sur eBay, ainsi que le prix et la" -" quantité de chaque variante." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" -msgstr "Répertorier avec des caractéristiques de produit" +msgid "Listing without variation" +msgstr "Répertorier sans variantes" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -"Pour ajouter des caractéristiques de produit, vous devez créer un attribut " -"de produit avec une valeur dans l'onglet **Variantes** sur la fiche du " -"produit." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" -msgstr "Identifiants de produit" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "Répertorier avec variantes" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "Répertorier avec des caractéristiques de produit" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" -"Les identifiants de produits tels que EAN, UPC, Marque ou MPN sont requis " -"dans la plupart des catégories eBay. Le module gère les identifiants EAN et " -"UPC avec le champ **Code-barres** de la variante de produit. Si le champ " -"**Code-barres** est vide ou si la valeur n'est pas valide, les valeurs EAN " -"et UPC seront définies comme 'non applicables' comme recommandé par eBay. " -"Les valeurs Marque et MPN fonctionnent comme des caractéristiques de produit" -" et doivent être définies dans l'onglet **Variantes** de la fiche du " -"produit. Si ces valeurs ne sont pas définies, 'non applicable' sera utilisé " -"pour la liste eBay." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" -msgstr "Comment configurer eBay dans Odoo ?" +msgid "eBay connector setup" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" -msgstr "Créer des jetons eBay" +msgid "Overview" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" -"Afin de créer vos jetons, vous devez créer un compte développeur sur le " -"`portail développeur `_. Une fois que vous " -"êtes connecté, vous pouvez créer des **Sandbox Keys** et des **Production " -"Keys** en cliquant sur les boutons adéquats." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." -msgstr "" -"Après la création des clés, vous pouvez obtenir le jeton utilisateur. Pour " -"ce faire, cliquez sur le lien **Get a User Token** en bas de la page. " -"Complétez le formulaire, connectez-vous avec votre compte eBay et vous " -"obtiendrez les clés et jetons nécessaires pour configurer le module dans " -"Odoo." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" -msgstr "Configurer des jetons dans Odoo ?" +msgid "eBay - Odoo linked fields" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" -"Pour configurer l'interface eBay, allez à :menuselection:`Ventes --> " -"Configuration --> Paramètres`." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" msgstr "" -"Choisissez tout d'abord si vous voulez utiliser le site eBay de production " -"ou la sandbox. Ensuite, complétez les champs **Clé développeur**, **Jeton**," -" **Clé de l'application** et **Clé de certificat**. Sauvegardez les " -"modifications." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" -"Une fois la page rechargée, vous devez synchroniser les informations depuis " -"eBay. Cliquez sur **Synchroniser les pays et les devises** et complétez tous" -" les autres champs." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" -"Lorsque tous les champs sont remplis, vous pouvez synchroniser les " -"catégories et les politiques en cliquant sur les boutons adéquats." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "Durée" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "Pays" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "Jeton" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 msgid "Accept account deletion notifications" msgstr "Accepter les notifications de suppression de compte" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -9983,198 +11488,185 @@ msgstr "" "réception de la demande et prendre toutes les mesures appropriées le cas " "échéant." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -"Odoo dispose d'un point de terminaison de notification pour recevoir ces " -"notifications, confirmer la réception de la demande et réaliser les " -"premières actions nécessaires pour anonymiser les détails du compte dans " -"**Contacts** et supprimer l'accès du client au portail." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -"Veillez à configurer correctement :ref:`votre abonnement aux notifications " -"de suppression de compte de la marketplace `, car eBay peut désactiver temporairement le compte eBay " -"concerné jusqu'à ce que l'abonnement soit finalisé." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "Mettre à jour Odoo à la dernière version" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "Mettre à jour la liste des modules disponibles" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "Récupérer les détails du point de terminaison d'Odoo" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -"Les détails du point de terminaison se trouvent dans :menuselection:`Ventes " -"--> Configuration --> Paramètres --> eBay`. Cliquez sur *Générer le jeton* " -"pour récupérer votre **Jeton de vérification**." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "Bouton pour générer un jeton de vérification eBay dans Odoo" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "S'abonner aux notifications de suppression de compte" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -"Connectez-vous au `portail développeur d'eBay " -"`_ et allez à **Alerts & Notifications**." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "Aperçu du tableau de bord Alertes & Notifications d'eBay" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" "Pour s'abonner aux notifications de suppression/fermeture, eBay a besoin de " "quelques détails :" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -"Une **adresse mail** pour envoyer des notifications si le point de " -"terminaison est inaccessible." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" -msgstr "Les **détails du point de terminaison** :" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" "L'URL vers le point de terminaison de notification de suppression de compte " "d'Odoo" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "Un jeton de vérification" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "Champs dédiés pour saisir les détails du point de terminaison" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -"Vous pouvez modifier les deux derniers champs dès que l'adresse mail est " -"complétée." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "Vérifier la connectivité au point de terminaison " -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -"Après avoir défini les détails du point de terminaison récupéré dans le " -"tableau de bord d'eBay, pensez à tester la connectivité avec le bouton " -"**Envoyer une notification de test**." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -"Vous devriez obtenir le message de confirmation suivant : \"Une notification" -" de test a été envoyée avec succès !\"" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "Bouton pour envoyer la notification de test" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "Utiliser la méthode de synchronisation mise à jour" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" -"Si vous avez beaucoup de produits, l'API d'eBay peut parfois refuser " -"certains appels de synchronisation en raison d'une limite temporelle du " -"nombre de requêtes que eBay applique." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" -"Pour résoudre ce problème, un nouveau mécanisme d'implémentation a été " -"développé. Toutefois, ce mécanisme mis à jour est désactivé par défaut pour " -"éviter que les deux systèmes ne fonctionnent en parallèle dans les " -"installations existantes." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "Pour passer au nouveau mécanisme de synchronisation : " - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" -"Allez à :menuselection:`Paramètres --> Technique --> Actions planifiées`" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" -"Archivez les anciennes actions de synchronisation (les deux sont dénommées " -"*Ebay : mettre à jour le statut du produit*)" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" -"Activez les nouvelles actions de synchronisation (*Ebay : obtenir les " -"nouvelles commandes* qui s'exécute toutes les 15 minutes par défaut et *Ebay" -" : synchroniser le stock (pour la synchronisation 'obtenir les nouvelles " -"commandes')* qui s'exécute une fois par jour par défaut)" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" -"Assurez-vous que la **prochaine date d'exécution** de ces deux actions se " -"situe dans un avenir proche" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" -"À partir de la prochaine date d'exécution, la nouvelle méthode sera utilisée" -" à la place de l'ancienne." - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "Méthode de facturation" @@ -14254,12 +15746,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "Paramètres" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -15589,410 +17075,762 @@ msgid "Manage your products" msgstr "Gérez vos produits" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" -msgstr "Comment importer des produits avec des catégories et des variantes" +msgid "Import products" +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -"Des modèles d'importation sont fournis dans l'**Outil d'importation** des " -"données les plus courantes à importer (contacts, produits, relevés " -"bancaires, etc.). Vous pouvez les ouvrir avec n'importe quel logiciel de " -"feuilles de calcul (Microsoft Office, OpenOffice, Google Drive, etc.)." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "Comment personnaliser le fichier" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -"Supprimez les colonnes dont vous n'avez pas besoin. Nous vous conseillons " -"toutefois de ne pas supprimer la colonne *ID* (voyez pourquoi ci-dessous)." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -"Définissez un ID unique pour chaque enregistrement en tirant la séquence ID " -"vers le bas." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" -"Ne changez pas les étiquettes des colonnes que vous voulez importer. Sinon, " -"Odoo ne les reconnaîtra plus et vous devrez les faire correspondre vous-même" -" dans l'écran d'importation." #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -"N'hésitez pas à ajouter de nouvelles colonnes, mais les champs doivent " -"exister dans Odoo. Si Odoo ne parvient pas à faire correspondre le nom de la" -" colonne avec un champ, vous pouvez le faire manuellement lors de " -"l'importation en parcourant la liste des champs disponibles." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "Pourquoi une colonne “ID” ?" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -"L'ID est un identifiant vraiment unique pour l'élément de la ligne. " -"N'hésitez pas à utiliser celui de votre logiciel précédent pour faciliter la" -" transition vers Odoo." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -"La définition d'un ID n'est pas obligatoire lors de l'importation, mais elle" -" est utile dans de nombreux cas :" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" -"Mise à jour des importations : vous pouvez importer le même fichier à " -"plusieurs reprises sans créer de doublons." - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." -msgstr "Importer des champs de relation (voir ci-dessous)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" -msgstr "Comment importer des champs de relation" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -"Un objet Odoo est toujours lié à plusieurs autres objets (par ex. un produit" -" est lié aux catégories de produits, attributs, fournisseurs, etc.). Pour " -"importer ces relations, vous devez d'abord importer les enregistrements de " -"l'objet lié à partir de leur propre menu de liste." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 -msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 +msgid "" +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "Variantes de produit" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" -"Pour ce faire, vous pouvez utiliser le nom de l'enregistrement lié ou son " -"ID. L'ID est requis lorsque deux enregistrements ont le même nom. Dans ce " -"cas, ajoutez \" / ID\" à la fin du titre de la colonne (par exemple, pour " -"les attributs de produit : Attributs de produit / Attribut / ID)." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" -msgstr "Obtenir automatiquement des images de produits avec Google Images" +msgid "Product images with Google Images" +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -"Les images des produits sont très utiles dans Odoo, par exemple, pour " -"trouver rapidement un produit ou vérifier si vous avez scanné le bon " -"produit, mais cela peut être un peu pénible à mettre en place surtout si " -"vous avez beaucoup de produits. La fonction **Google Custom Search** (moteur" -" de recherche personnalisé Google) permet de trouver automatiquement des " -"images pour votre produit, en fonction de leur code-barres. Vous pouvez " -"ainsi vous concentrer sur ce qui compte dans votre activité." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" -"Cette fonctionnalité nécessite une configuration à la fois sur Google et sur" -" Odoo." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -"Avec un compte Google gratuit, vous pouvez obtenir jusqu'à 100 images " -"gratuites par jour. Si vous avez besoin de plus d'images, vous devrez passer" -" à un compte payant." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "Tableau de bord de l'API Google" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" "Go to the `Google Cloud Platform API & Services " "`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -"Allez à la page `Google Cloud Platform API & Services " -"`_ pour générer des identifiants de " -"l'API Google Custom Search. Connectez-vous avec votre compte Google." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." msgstr "" -"Sélectionnez ou créez un projet d'API pour enregistrer les identifiants. " -"Donnez-lui un nom explicite, tel qu'Odoo Images." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" -"Dans la section des identifiants, cliquez sur **Créer des identifiants** et " -"sélectionnez **Clés API**." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" -msgstr "Page API & Services sur la Plateforme Cloud de Google" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" +msgid "API & Services page on Google Cloud Platform." msgstr "" -"Enregistrez votre **Clé API**. Vous en aurez besoin pour l'étape suivante " -"dans Odoo !" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" -"Utilisez la barre de recherche pour chercher l'**API Google Custom Search** " -"et sélectionnez-la." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" +msgid "The API key created pop-up window that appears." msgstr "" -"Barre de recherche dans laquelle est noté \"Custom Search API\" sur la " -"plateforme cloud de Google" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." -msgstr "Activez l'API." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" -"Encadré \"Custom Search API\" avec le bouton Activer en surbrillance sur la " -"plateforme cloud de Google." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" -msgstr "Tableau de bord de Google Programmable Search" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" -"Allez à `Google Programmable Search Engine " -"`_ et cliquez sur **Premiers " -"pas**. Connectez-vous avec votre compte Google." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -"La page Google Programmable Search Engine avec le bouton **Premiers pas** " -"dans le coin supérieur droit de la page" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." -msgstr "" -"Complétez la langue et le nom du moteur de recherche. Donnez-lui un nom " -"explicite, tel qu'Odoo Images." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" +msgstr "Tableau de bord de Google Programmable Search" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -"Google ne permet pas de créer un moteur de recherche sans renseigner au " -"moins un site spécifique sur lequel effectuer la recherche. Vous pouvez " -"saisir n'importe quel site web (par ex. www.google.com) pour cette étape. " -"Nous le supprimerons plus tard." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -"Validez le formulaire en cliquant sur **Créer**. Allez ensuite dans le mode " -"d'édition du moteur de recherche que vous avez créé (soit en cliquant sur le" -" **Panneau de contrôle** sur la page de confirmation, soit en cliquant sur " -"le nom de votre moteur de recherche sur la page d'accueil)." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -"Dans l'onglet **basics**, assurez-vous d'activer **Image search** " -"(Rechercher des images), **SafeSearch** et **Search the entire web** " -"(Rechercher sur tout le web)." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" -"Une fois que la fonction **Rechercher sur tout le web** est activée, vous " -"pouvez supprimer en toute sécurité le site que vous avez renseigné à l'étape" -" précédente." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -"Enregistrez votre **ID de moteur de recherche**. Vous en aurez besoin pour " -"l'étape suivante dans Odoo !" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -"Allez à :menuselection:`Paramètres --> Paramètres généraux --> " -"Intégrations`, activez **Google Images** et enregistrez." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -"Revenez à :menuselection:`Paramètres --> Paramètres généraux--> " -"Intégrations`, saisissez votre **Clé API** et **ID moteur de recherche** " -"dans les paramètres **Google Images** et enregistrez de nouveau." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" -msgstr "Obtenir automatiquement vos images de produit dans Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" -"L'action permettant d'obtenir automatiquement vos images de produit dans " -"Odoo apparaît dans toute vue de liste de produits ou de variantes de " -"produit. Voici un guide étape par étape à partir de l'application " -"Inventaire." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -"Allez au menu Produits (:menuselection:`Produits --> Produits` ou " -":menuselection:`Produits --> Variantes de produit`) à partir de n'importe " -"quelle application qui utilise des produits comme Inventaire ou Ventes." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." msgstr "" -"À partir de la vue de liste, sélectionnez les produits qui ont besoin d'une " -"image." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -"Seuls les 10.000 premiers produits ou variantes de produit sélectionnés " -"seront traités." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" -"Seuls les produits ou les variantes de produit avec un code-barres et sans " -"image seront traités." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" -"Si vous sélectionnez un produit avec une ou plusieurs variantes depuis la " -"vue Produits, chaque variante correspondant aux critères précédents sera " -"traitée." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." -msgstr "" -"Dans le menu d'action, sélectionnez **Obtenir des images à partir de Google " -"Images** et validez en cliquant sur **Obtenir une image**." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." -msgstr "Vous devriez voir vos images apparaître progressivement." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 -msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -"Seules les 10 premières images sont récupérées immédiatement. Si vous en " -"sélectionnez plus de 10, le reste sera récupéré en tâche d'arrière-plan." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -"La tâche d'arrière-plan traite environ 100 images en une minute. Si vous " -"atteignez le quota autorisé par Google (avec un plan gratuit ou payant), la " -"tâche d'arrière-plan se met en attente pendant 24 heures et reprend là où " -"elle s'est arrêtée la veille." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 +msgid "" +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" @@ -16000,11 +17838,6 @@ msgstr "" "`Créer, modifier ou fermer un compte de facturation Cloud en libre-service " "`_" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "Variantes de produit" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -17212,7 +19045,7 @@ msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" @@ -17343,7 +19176,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" @@ -17364,7 +19197,7 @@ msgstr "" "traduire par une augmentation des ventes." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -17402,7 +19235,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -17423,7 +19256,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -18280,41 +20113,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -18322,12 +20133,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -18336,37 +20152,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -18375,25 +20228,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -18401,19 +20250,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -18422,13 +20271,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -18436,24 +20285,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -18461,7 +20310,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -18472,7 +20321,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -18480,136 +20329,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" -msgstr "Concevoir des modèles de devis" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." +msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "Utiliser les modèles de devis" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -18619,7 +20395,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -18630,6 +20406,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Inscriptions" @@ -18993,25 +20790,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr ":doc:`../subscriptions`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr ":doc:`plans`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr ":doc:`products`" @@ -20038,162 +21835,141 @@ msgid ":doc:`ecommerce`" msgstr ":doc:`ecommerce`" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" -msgstr "Renouveler un abonnement" +msgid "Renew subscriptions" +msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -"La principale caractéristique d'un modèle commercial d'abonnement est la " -"nature récurrente des paiements. Dans ce modèle, les clients paient un " -"montant récurrent en échange de l'accès à un produit ou à un service." -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" -"Chaque abonné passe par ce processus de renouvellement tous les mois, tous " -"les ans ou parfois plus, en fonction de la durée du contrat. La plupart des " -"sociétés d'abonnement choisissent d'automatiser leurs processus de " -"renouvellement mais, dans certains cas, le renouvellement manuel de " -"l'abonnement reste l'option privilégiée." #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -"Grâce à **Odoo Abonnements**, vous pouvez regrouper tous vos abonnements " -"dans une seule application, proposer un renouvellement d'abonnement " -"automatique à vos clients (ainsi qu'un manuel) et, enfin, filtrer tous vos " -"abonnements et trouver facilement ceux à renouveler (à l'aide de l'étiquette" -" *À renouveler*)." -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" -msgstr "Renouveler votre premier abonnement" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" +msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" -"Avant de renouveler un abonnement, n'hésitez pas à consulter notre " -"documentation sur la façon de :doc:`Créer un devis <../subscriptions>` avec " -"des produits d'abonnement. Une fois confirmé, un devis se transforme en " -"commande et un nouvel abonnement se crée automatiquement. Par conséquent, " -"cet abonnement a le statut *En cours*. À partir de là, vous avez la " -"possibilité de renouveler l'abonnement. Dans l'onglet *Autres informations*," -" vous pouvez activer l'option *À renouveler*. Lorsqu'elle est activée, une " -"étiquette jaune apparaît automatiquement dans le coin supérieur droit de " -"l'abonnement." #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" -msgstr "Renouvelez votre abonnement avec Odoo Abonnements" +msgid "Renew button on subscription sales order with Odoo Subscriptions." +msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" -"La case *À renouveler* est automatiquement cochée lorsqu'un paiement échoue." -" Cet indicateur apparaît également sur le portail client. Pour le " -"visualiser, il suffit de cliquer sur le bouton *Aperçu client*. L'étiquette " -"*À renouveler* apparaît dans le coin supérieur droit." - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "Aperçu client d'un renouvellement avec Odoo Abonnements" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" -"Lorsqu'un abonnement doit être renouvelé, vous avez la possibilité " -"d'utiliser un nouveau bouton appelé *Devis de renouvellement*. En cliquant " -"dessus, un nouveau devis est créé. À partir de là, démarrez un flux de vente" -" de base qui vous permet d'envoyer le devis par email à vos clients ou de le" -" confirmer. Il est préférable de d'abord *Envoyer* le devis *par email* à " -"vos clients afin d'avoir leur confirmation et, ensuite, le *Confirmer* dans " -"**Odoo Ventes**." - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" -"Dans le chatter de ce nouveau devis, il est mentionné que \"Cette commande " -"de renouvellement a été créée à partir de l'abonnement précédent\". Une fois" -" validé par vos clients, ce devis devient un bon de commande et une nouvelle" -" vente est mentionnée dans le coin supérieur droit de l'abonnement." - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "Devis de renouvellement dans Odoo Abonnements" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" -"En cliquant sur le bouton *Ventes*, vous disposez d'un récapitulatif de vos " -"bons de commande sous forme de liste. La seule différence entre vos deux " -"devis est la description sous la catégorie *Gestion des abonnements*. Vous " -"pouvez facilement y voir lequel est votre renouvellement." - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" -"Renouvellement comme formulaire de gestion des abonnements dans Odoo " -"Abonnements" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "Visualiser vos abonnements à renouveler" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." -msgstr "" -"Enfin, si vous souhaitez visualiser tous vos abonnements et facilement " -"trouver ceux qui doivent être renouvelés, vous pouvez aller à votre *tableau" -" de bord des abonnements* et utiliser le filtre *À renouveler*." #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 +msgid "" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" -"Vue de liste de tous les abonnements et utilisation du filtre pour " -"renouveler dans Odoo Abonnements" #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Reports" @@ -20467,163 +22243,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "Rapport sur le tableau de bord d'un vendeur dans Odoo Abonnements" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" -msgstr "Appliquer la vente incitative à un abonnement" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" +msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" -"Les abonnements sont récurrents et se poursuivent indéfiniment. Au fil du " -"temps, nos clients peuvent vouloir les modifier. Il faut alors être en " -"mesure d'adapter les prix ou de changer les quantités des produits pour " -"répondre à leurs besoins. Deux situations peuvent se produire :" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -"**Clients fidèles :** Ce type de clients vous fait déjà confiance en tant " -"que marque. Vous avez donc confiance en ce que vous proposez, puisqu'ils " -"continuent à payer pour vos produits et services. Par conséquent, il est " -"plus facile de leur vendre quelque chose de plus qu'à un nouveau client." -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -"**Nouveaux clients :** Pour ce type de clients, vous devez proposer quelque " -"chose de nouveau, d'attrayant. Que pensez-vous des remises ? En règle " -"générale, chaque abonnement prend fin après un certain temps. En proposant " -"ce type d'offres aux nouveaux clients, vous renforcez vos relations avec eux" -" et vous les fidélisez davantage." -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" -"Comme il est expliqué précédemment, pour vendre un abonnement plus élevé à " -"de nouveaux clients, il est recommandé d'offrir des *Remises*. Pour activer " -"cette option, allez à :menuselection:`Ventes --> Configuration --> " -"Paramètres` et, sous la catégorie *Tarif*, vous avez la possibilité " -"d'appliquer des remises sur les lignes de bon de commande." #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" -msgstr "Activation de l'option de remise dans Odoo Ventes" - -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "Appliquer la vente incitative à votre premier abonnement" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 -msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +msgid "Activation of the discount option in Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:41 +msgid "" +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" -"Avant d'appliquer une vente incitative à un abonnement, n'hésitez pas à " -"consulter notre documentation sur la façon de :doc:`Créer un devis " -"<../subscriptions>` avec des produits d'abonnement. En effet, une fois " -"confirmé, un devis se transforme en commande et un nouvel abonnement se crée" -" automatiquement. Par conséquent, cet abonnement a le statut *En cours*. À " -"partir de là, vous avez la possibilité d'appliquer une vente incitative à " -"votre abonnement." #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" -"Appliquer la vente incitative à votre abonnement avec Odoo Abonnements" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" -"En utilisant le bouton intelligent *Vente incitative*, vous pouvez créer un " -"nouveau devis avec de nouveaux produits d'abonnement et l'envoyer à vos " -"clients pour approbation." #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -"Ajouter des produits à votre abonnement via l'option de vente incitative " -"dans Odoo Abonnements" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -"Lorsque le devis est confirmé par votre client, les produits sont ajoutés à " -"l'abonnement initial. Les prix du devis sont alors calculés au prorata du " -"temps restant de la période de facturation en cours." -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" -"Bien entendu, avant d'envoyer ce nouveau devis à vos clients, vous pouvez " -"modifier le prix unitaire, les taxes et même la remise que vous voulez " -"offrir. Le bouton intelligent *Aperçu client* est utile pour imiter la " -"réaction du client. Dans ce cas, nous pouvons dire avec certitude que le " -"client va *signer et payer* ce nouveau devis. Vous devez ensuite retourner " -"en mode édition, confirmer le devis et cliquer sur le bouton intelligent " -"*Abonnements* pour afficher toutes les mises à jour. De là, vous pouvez voir" -" qu'une ligne additionnelle a été ajoutée à l'abonnement avec le nouveau " -"service supplémentaire que le client voulait acheter." #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" -"Visualiser toutes les mises à jour de vos abonnements avec Odoo Abonnements" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" -"De plus, en cliquant sur le bouton *Ventes*, vous disposez d'un " -"récapitulatif de vos bons de commande sous forme de liste." - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "Vue de liste de tous les bons de commande créés pour un abonnement" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." -msgstr "" -"La seule différence entre vos deux bons de commande est la description dans " -"la section *Gestion des abonnements*. Là, vous pouvez facilement visualiser " -"laquelle est votre vente incitative." diff --git a/locale/fr/LC_MESSAGES/services.po b/locale/fr/LC_MESSAGES/services.po index 54e33778e..55eff985c 100644 --- a/locale/fr/LC_MESSAGES/services.po +++ b/locale/fr/LC_MESSAGES/services.po @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Jolien De Paepe, 2023\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" @@ -5256,13 +5256,9 @@ msgstr "Paramètres du projet" #: ../../content/applications/services/project/project_management.rst:58 msgid "" -"`Odoo Tutorials: Customize your project " -"`_" +"`Odoo Tutorials: Customize projects " +"`_" msgstr "" -"`Tutoriels Odoo : Personnaliser votre projet " -"`_" #: ../../content/applications/services/project/project_management.rst:61 msgid "" diff --git a/locale/fr/LC_MESSAGES/websites.po b/locale/fr/LC_MESSAGES/websites.po index 09d01b7df..c7857fdc5 100644 --- a/locale/fr/LC_MESSAGES/websites.po +++ b/locale/fr/LC_MESSAGES/websites.po @@ -12,18 +12,18 @@ # Martin Trigaux, 2023 # Shark McGnark , 2023 # Cécile Collart , 2023 -# Wil Odoo, 2023 # Fernanda Marques , 2023 -# Jolien De Paepe, 2023 +# Jolien De Paepe, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Jolien De Paepe, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -35,6 +35,278 @@ msgstr "" msgid "Websites" msgstr "Sites web" +#: ../../content/applications/websites/blog.rst:3 +msgid "Blog" +msgstr "Blog" + +#: ../../content/applications/websites/blog.rst:5 +msgid "" +"**Odoo Blog** allows you to create and manage blog posts on your website to " +"engage your audience and build a community." +msgstr "" + +#: ../../content/applications/websites/blog.rst:9 +msgid "" +"If the Blog module is not yet installed, click :guilabel:`+New` on the " +"website builder, select :guilabel:`Blog Post`, and click " +":guilabel:`Install`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:13 +msgid "Creating a blog" +msgstr "" + +#: ../../content/applications/websites/blog.rst:15 +msgid "" +"To create or edit a blog, go to :menuselection:`Website --> Configuration " +"--> Blogs: Blogs`. Click :guilabel:`New`, and enter the :guilabel:`Blog " +"Name` and the :guilabel:`Blog Subtitle`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:18 +msgid "" +"The :guilabel:`Blog` menu item is added to your website's menu the first " +"time you create a blog and gathers all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:22 +msgid "Adding a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:24 +msgid "" +"Go to your website, click :guilabel:`+New` in the top-right corner, and " +"select :guilabel:`Blog Post`. In the pop-up, **select the blog** where the " +"post should appear, write the post's :guilabel:`Title`, and " +":guilabel:`Save`. You can then write the post's content and customize the " +"page using the website builder." +msgstr "" + +#: ../../content/applications/websites/blog.rst:30 +msgid "" +"Illustrate your articles with copyright-free images from :doc:`Unsplash " +"`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:32 +msgid "Type `/` in the text editor to format and add elements to your text." +msgstr "" + +#: ../../content/applications/websites/blog.rst:35 +msgid "" +"Don't forget to toggle the :guilabel:`Unpublished` switch in the top-right " +"corner to publish your post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:39 +msgid "Using tags" +msgstr "" + +#: ../../content/applications/websites/blog.rst:41 +msgid "" +"Tags let visitors filter all posts sharing the same tag. By default, they " +"are displayed at the bottom of posts, but can also be displayed on the " +"blog's main page. To do so, click :menuselection:`Edit --> Customize` and " +"enable the :guilabel:`Sidebar`. By default, the sidebar's :guilabel:`Tags " +"List` is enabled." +msgstr "" + +#: ../../content/applications/websites/blog.rst:46 +msgid "" +"To create a tag, go to :menuselection:`Website --> Configuration --> Blogs: " +"Tags` and click :guilabel:`New`. Fill in the:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:49 +msgid ":guilabel:`Name`" +msgstr ":guilabel:`Nom`" + +#: ../../content/applications/websites/blog.rst:50 +msgid "" +":guilabel:`Category`: tag categories let you group tags displayed on the " +"sidebar by theme." +msgstr "" + +#: ../../content/applications/websites/blog.rst:51 +msgid "" +":guilabel:`Used in`: to apply the tag to existing blog posts, click " +":guilabel:`Add a line`, select the posts, and click :guilabel:`Select`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:54 +msgid "" +"You can add and create tags directly from posts by clicking " +":menuselection:`Edit --> Customize` and select the post's cover. Under " +":guilabel:`Tags`, click :guilabel:`Choose a record...`, and select or create" +" a tag." +msgstr "" + +#: ../../content/applications/websites/blog.rst-1 +msgid "Adding a tag to a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:62 +msgid "" +"To manage tag categories, go to :menuselection:`Website --> Configuration " +"--> Blogs: Tag Categories`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:66 +msgid "Customizing blog homepages" +msgstr "" + +#: ../../content/applications/websites/blog.rst:68 +msgid "" +"Customize the content of blog homepages by opening a blog homepage and " +"clicking :menuselection:`Edit --> Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:72 +msgid "Settings apply to **all** blogs homepages." +msgstr "" + +#: ../../content/applications/websites/blog.rst:74 +msgid "" +":guilabel:`Top Banner`: :guilabel:`Name/Latest Post` displays the title of " +"the latest post on the top banner, while :guilabel:`Drop Zone for Building " +"Blocks` removes the top banner and lets you use any building block instead." +msgstr "" + +#: ../../content/applications/websites/blog.rst:78 +msgid "" +":guilabel:`Layout`: organizes posts as a :guilabel:`Grid` or " +":guilabel:`List`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:80 +msgid ":guilabel:`Cards`: adds a *card* effect." +msgstr "" + +#: ../../content/applications/websites/blog.rst:81 +msgid ":guilabel:`Increase Readability`: improves the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:83 +msgid "" +":guilabel:`Sidebar`: displays a sidebar containing an :guilabel:`About us` " +"section." +msgstr "" + +#: ../../content/applications/websites/blog.rst:85 +msgid "" +":guilabel:`Archives`: allows visitors to select a month and filter all posts" +" created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:87 +msgid "" +":guilabel:`Follow Us`: displays links to your social media networks. They " +"can be configured using the Social Media building block somewhere on your " +"website." +msgstr "" + +#: ../../content/applications/websites/blog.rst:89 +msgid "" +":guilabel:`Tags List`: displays all tags related to a blog. Visitors can " +"select a tag to filter all related posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:92 +msgid "" +":guilabel:`Posts List`: :guilabel:`Cover` displays the posts' images, and " +":guilabel:`No Cover` hides them." +msgstr "" + +#: ../../content/applications/websites/blog.rst:95 +msgid ":guilabel:`Author`: displays the posts' authors." +msgstr "" + +#: ../../content/applications/websites/blog.rst:96 +msgid "" +":guilabel:`Comments/Views Stats`: displays the posts' number of comments and" +" views." +msgstr "" + +#: ../../content/applications/websites/blog.rst:97 +msgid "" +":guilabel:`Teaser & Tags`: displays the posts' first sentences and tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:100 +msgid "Customizing blog posts" +msgstr "" + +#: ../../content/applications/websites/blog.rst:102 +msgid "" +"Customize posts by opening a blog post and clicking :menuselection:`Edit -->" +" Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:105 +msgid "Settings apply to **all** posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:107 +msgid "" +":guilabel:`Layout`: :guilabel:`Title Inside Cover` displays the title inside" +" the cover image, and :guilabel:`Title above Cover` displays it above." +msgstr "" + +#: ../../content/applications/websites/blog.rst:110 +msgid ":guilabel:`Increase Readability`: increases the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:112 +msgid "" +":guilabel:`Sidebar`: displays the :guilabel:`Sidebar` and additional " +"options:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:114 +msgid "" +":guilabel:`Archive`: allows visitors to select a month and filter all posts " +"created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:116 +msgid ":guilabel:`Author`: displays the post's author and creation date." +msgstr "" + +#: ../../content/applications/websites/blog.rst:117 +msgid ":guilabel:`Blog List`: displays links to all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:118 +msgid "" +":guilabel:`Share Links`: displays share buttons to several social networks." +msgstr "" + +#: ../../content/applications/websites/blog.rst:119 +msgid ":guilabel:`Tags`: displays the post's tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:121 +msgid ":guilabel:`Breadcrumb`: displays the path to the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:123 +msgid "" +":guilabel:`Bottom`: :guilabel:`Next Article` displays the next post at the " +"bottom, and :guilabel:`Comments` enable visitors to comment on the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:126 +msgid "" +":guilabel:`Select To Tweet`: visitors are offered to tweet the text they " +"select." +msgstr "" + +#: ../../content/applications/websites/blog.rst:129 +msgid "" +"Use :ref:`Plausible ` to keep track of the " +"traffic on your blog." +msgstr "" + #: ../../content/applications/websites/ecommerce.rst:8 msgid "eCommerce" msgstr "eCommerce" @@ -5491,21 +5763,14 @@ msgid "" "In order to track the geographical location of visitors, :guilabel:`GeoIP` " "must be installed on the database. While this feature is installed by " "default on *Odoo Online*, *On-Premise* databases will require additional " -":doc:`setup steps `." +":doc:`setup steps `." msgstr "" -"Afin de suivre la localisation géographique des visiteurs, :guilabel:`GeoIP`" -" doit être installé sur la base de données. Alors que cette fonctionnalité " -"est installée par défaut sur *Odoo Online*, les bases de données *On " -"premise* nécessitent des :doc:`étapes de configuration " -"` supplémentaires." -#: ../../content/applications/websites/livechat.rst:191 +#: ../../content/applications/websites/livechat.rst:190 msgid "Widget" msgstr "Widget" -#: ../../content/applications/websites/livechat.rst:193 +#: ../../content/applications/websites/livechat.rst:192 msgid "" "The :guilabel:`Widget` tab on the live chat channel details form provides " "the shortcode for an embeddable website widget. This code can be added to a " @@ -5515,7 +5780,7 @@ msgstr "" " fournit un code court pour le widget de site web intégrable. Ce code peut " "être ajouté à un site web pour donner accès à une fenêtre de live chat." -#: ../../content/applications/websites/livechat.rst:197 +#: ../../content/applications/websites/livechat.rst:196 msgid "" "The live chat widget can be added to websites created through Odoo by " "navigating to the :menuselection:`Website --> Configuration --> Settings`. " @@ -5528,7 +5793,7 @@ msgstr "" "sélectionnez le canal à ajouter au site. Cliquez sur :guilabel:`Enregistrer`" " pour l'appliquer." -#: ../../content/applications/websites/livechat.rst:201 +#: ../../content/applications/websites/livechat.rst:200 msgid "" "To add the widget to a website created on a third-party platform, click the " "first :guilabel:`COPY` button on the :guilabel:`Widget` tab and paste the " @@ -5538,7 +5803,7 @@ msgstr "" "cliquez sur le premier bouton :guilabel:`COPIER` dans l'onglet " ":guilabel:`Widget` et collez le code dans l'étiquette `` sur le site." -#: ../../content/applications/websites/livechat.rst:204 +#: ../../content/applications/websites/livechat.rst:203 msgid "" "Likewise, to send a live chat session to a customer, click the second " ":guilabel:`COPY` button on the :guilabel:`Widget` tab. This link can be sent" @@ -5554,11 +5819,11 @@ msgstr "" msgid "View of the widget tab for Odoo Live Chat." msgstr "Vue de l'onglet widget pour Odoo Live Chat." -#: ../../content/applications/websites/livechat.rst:213 +#: ../../content/applications/websites/livechat.rst:212 msgid "Participate in a conversation" msgstr "Participer à une conversation" -#: ../../content/applications/websites/livechat.rst:215 +#: ../../content/applications/websites/livechat.rst:214 msgid "" "As explained above, *operators* are the users who will respond to live chat " "requests from customers. The information below outlines the necessary steps " @@ -5569,11 +5834,11 @@ msgstr "" "décrivent les étapes nécessaires pour que les opérateurs participent à des " "conversations de live chat dans une base de données Odoo." -#: ../../content/applications/websites/livechat.rst:220 +#: ../../content/applications/websites/livechat.rst:219 msgid "Set an online chat name" msgstr "Définir un nom de chat en ligne" -#: ../../content/applications/websites/livechat.rst:222 +#: ../../content/applications/websites/livechat.rst:221 msgid "" "Before participating in a live chat, operators should update their *Online " "Chat Name*. This is the name that will be displayed to site visitors in the " @@ -5583,7 +5848,7 @@ msgstr "" "leur *Nom de chat en ligne*. C'est le nom qui sera affiché aux visiteurs du " "site web dans la conversation de live chat." -#: ../../content/applications/websites/livechat.rst:225 +#: ../../content/applications/websites/livechat.rst:224 msgid "" "To update the :guilabel:`Online Chat Name`, click on the user name in the " "upper-right corner of any page in the database. Select :guilabel:`My " @@ -5602,7 +5867,7 @@ msgstr "" msgid "View of the My Profile option in Odoo." msgstr "Vue de l'option Mon profil dans Odoo." -#: ../../content/applications/websites/livechat.rst:234 +#: ../../content/applications/websites/livechat.rst:233 msgid "" "If a users :guilabel:`Online Chat Name` is not set, the name displayed will " "default to the :guilabel:`User Name`." @@ -5610,7 +5875,7 @@ msgstr "" "Si un utilisateur n'a pas défini de :guilabel:`Nom de chat en ligne`, le nom" " affiché sera par défaut le :guilabel:`Nom d'utilisateur`." -#: ../../content/applications/websites/livechat.rst:238 +#: ../../content/applications/websites/livechat.rst:237 msgid "" "A user has their full name as their :guilabel:`User Name`, but they do not " "want to include their last name in a live chat conversation. They would then" @@ -5627,11 +5892,11 @@ msgstr "" "Vue d'un profil utilisateur dans Odoo, mettant en évidence le champ de Nom " "de chat en ligne." -#: ../../content/applications/websites/livechat.rst:247 +#: ../../content/applications/websites/livechat.rst:246 msgid "Join or leave a channel" msgstr "Rejoindre ou quitter un canal" -#: ../../content/applications/websites/livechat.rst:249 +#: ../../content/applications/websites/livechat.rst:248 msgid "" "To join a live chat channel, go to the :menuselection:`Live Chat` app and " "click the :guilabel:`JOIN` button on the kanban card for the appropriate " @@ -5641,7 +5906,7 @@ msgstr "" ":menuselection:`Live Chat` et cliquez sur le bouton :guilabel:`REJOINDRE` " "sur la carte kanban du canal approprié." -#: ../../content/applications/websites/livechat.rst:252 +#: ../../content/applications/websites/livechat.rst:251 msgid "" "Any channel where the user is currently active will show a :guilabel:`LEAVE`" " button. Click this button to disconnect from the channel." @@ -5656,7 +5921,7 @@ msgstr "" "Vue d'un formulaire de canal et de l'option de rejoindre un canal pour Odoo " "Live Chat." -#: ../../content/applications/websites/livechat.rst:260 +#: ../../content/applications/websites/livechat.rst:259 msgid "" "*Operators* that do not show any activity in Odoo for more than thirty " "minutes will be considered disconnected, and subsequently removed from the " @@ -5666,11 +5931,11 @@ msgstr "" "trente minutes seront considérés comme déconnectés et ensuite supprimés du " "canal." -#: ../../content/applications/websites/livechat.rst:264 +#: ../../content/applications/websites/livechat.rst:263 msgid "Manage live chat requests" msgstr "Gérer les demandes de live chat" -#: ../../content/applications/websites/livechat.rst:266 +#: ../../content/applications/websites/livechat.rst:265 msgid "" "When an operator is active in a channel, chat windows will open in the " "bottom right corner of the screen, no matter where they are in the database." @@ -5682,7 +5947,7 @@ msgstr "" "dans la base de données. Il peut ainsi participer à des conversations sans " "quitter sa page actuelle." -#: ../../content/applications/websites/livechat.rst:271 +#: ../../content/applications/websites/livechat.rst:270 msgid "" "Conversations can also be accessed by clicking the :guilabel:`Conversations`" " icon in the menu bar." @@ -5696,7 +5961,7 @@ msgstr "" "Vue de la barre de menu dans Odoo mettant en évidence l'icône des " "conversations." -#: ../../content/applications/websites/livechat.rst:278 +#: ../../content/applications/websites/livechat.rst:277 msgid "" "Live chat conversations can also be viewed by navigating to " ":menuselection:`Dashboard --> Discuss`. New conversations will appear in " @@ -5715,7 +5980,7 @@ msgstr "" "Vue de l'application Discussion avec un message envoyé par le live chat " "d'Odoo." -#: ../../content/applications/websites/livechat.rst:285 +#: ../../content/applications/websites/livechat.rst:284 msgid "" "Click on a conversation in the left panel to select it. This will open the " "conversation. From this view, an operator can participate in the chat the " @@ -5725,7 +5990,7 @@ msgstr "" " Cela ouvrira la conversation. À partir de cette vue, un opérateur peut " "participer au chat comme il le ferait dans une fenêtre de chat normale." -#: ../../content/applications/websites/livechat.rst:289 +#: ../../content/applications/websites/livechat.rst:288 msgid "" ":doc:`Get Started with Discuss " "`" @@ -5733,7 +5998,7 @@ msgstr "" ":doc:`Démarrer avec Discussion " "`" -#: ../../content/applications/websites/livechat.rst:290 +#: ../../content/applications/websites/livechat.rst:289 msgid ":doc:`/applications/websites/livechat/responses`" msgstr ":doc:`/applications/websites/livechat/responses`" @@ -7160,6 +7425,123 @@ msgstr "" "créer de superbes sites qui convertiront vos visiteurs en pistes et " "généreront des revenus." +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:3 +msgid "Address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:5 +msgid "" +"You can use the Google Places API on your website to ensure that your users'" +" delivery addresses exist and are understood by the carrier. The Google " +"Places API allows developers to access detailed information about places " +"using HTTP requests. The autocompletion predicts a list of places when the " +"user starts typing the address." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Address autocomplete example" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:13 +msgid "" +"`Google Maps Platform `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:14 +msgid "" +"`Google Developers Documentation: Google Places API " +"`_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:18 +msgid "" +"To do so, go to :menuselection:`Website --> Configuration --> Settings` and " +"enable :guilabel:`Address Autocomplete` in the :guilabel:`SEO` section." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Enable address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:24 +msgid "" +"Insert your :guilabel:`Google Places API key` in the :guilabel:`API Key` " +"field. If you don't have one, create yours on the `Google Cloud Console " +"`_ and follow these steps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:28 +msgid "Step 1: Enable the Google Places API" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:30 +msgid "**Create a New Project:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:32 +msgid "" +"To enable the **Google Places API**, you first need to create a project. To " +"do so, click :guilabel:`Select a project` in the top left corner, " +":guilabel:`New Project`, and follow the prompts to set up your project." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:34 +msgid "**Enable the Google Places API:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:36 +msgid "" +"Go to the :guilabel:`Enabled APIs & Services` and click :guilabel:`+ ENABLE " +"APIS AND SERVICES.` Search for :guilabel:`\"Places API\"` and select it. " +"Click on the :guilabel:`\"Enable\"` button." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:39 +msgid "" +"Google's pricing depends on the number of requests and their complexity." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:42 +msgid "Step 2: Create API Credentials" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:44 +msgid "" +"Go to `APIs & Services --> Credentials " +"`_." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:46 +msgid "**Create credentials:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:48 +msgid "" +"To create your credentials, go to :guilabel:`Credentials`, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:50 +msgid "Restrict the API Key (Optional)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:52 +msgid "" +"For security purposes, you can restrict the usage of your API key. You can " +"go to the :guilabel:`API restrictions` section to specify which APIs your " +"key can access. For the Google Places API, you can restrict it to only allow" +" requests from specific websites or apps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:57 +msgid "Save Your API Key: Copy your API key and securely store it." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:58 +msgid "Do not share it publicly or expose it in client-side code." +msgstr "" + #: ../../content/applications/websites/website/configuration/cookies_bar.rst:3 msgid "Cookies bar" msgstr "Barre de cookies" @@ -7722,103 +8104,6 @@ msgid "" "and select :guilabel:`Group by --> Website`." msgstr "" -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:3 -msgid "Geo IP Installation (On-Premises Database)" -msgstr "Installation de Geo IP (bases de données on-premise)" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:6 -msgid "Installation" -msgstr "Installation" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:8 -msgid "" -"Download both the GeoLite2 City and Country `databases " -"`_. You should end up with " -"two files called :file:`GeoLite2-City.mmdb` and " -":file:`GeoLite2-Country.mmdb`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:12 -msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:19 -msgid "Restart the server" -msgstr "Redémarrer le serveur" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:22 -msgid "" -"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," -" use the :option:`--geoip-city-db ` and " -":option:`--geoip-country-db ` options of the " -"Odoo command line interface. These options take the absolute path to the " -"GeoIP database file and use it as the GeoIP database. For example:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:33 -msgid ":doc:`CLI documentation `." -msgstr ":doc:`documentation CLI `." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:36 -msgid "Test GeoIP Geolocation In Odoo Website" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:38 -msgid "" -"Edit a web page to include some geo-ip information such as the country name " -"of the current request IP address. To do so:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:41 -msgid "Go to your website. Open the web page that you want to test ``GeoIP``." -msgstr "" -"Allez à votre site web. Ouvrez la page web sur laquelle vous voulez tester " -"``GeoIP``." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:42 -msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." -msgstr "Choisissez :menuselection:`Personnaliser --> HTML/CSS/JS Editor`." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:43 -msgid "Add the following piece of XML in the page :" -msgstr "Ajoutez le morceau de XML suivant dans la page :" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:49 -msgid "Save and refresh the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:51 -msgid "" -"Geo-ip is working if you read your country name displayed in bold in the " -"middle of the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:53 -msgid "" -"In case you read \"**geoip failure**\" instead then the geolocalization " -"failed. The common causes are:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:55 -msgid "" -"The browsing IP address is the localhost (``127.0.0.1``) or a local area " -"network one. If you don't know, you can access your website using mobile " -"data." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:57 -msgid "" -"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " -"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:59 -msgid "" -"The GeoIP database is corrupt, missing or unaccessible. In such case a " -"warning was logged in the server logs." -msgstr "" - #: ../../content/applications/websites/website/configuration/spam_protection.rst:3 msgid "Forms spam protection" msgstr "" diff --git a/locale/he/LC_MESSAGES/finance.po b/locale/he/LC_MESSAGES/finance.po index 5f9a0ea18..4b9a9b582 100644 --- a/locale/he/LC_MESSAGES/finance.po +++ b/locale/he/LC_MESSAGES/finance.po @@ -28,7 +28,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: yael terner, 2023\n" "Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n" @@ -185,7 +185,9 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "דו\"חות" @@ -197,7 +199,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -379,34 +381,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -547,8 +549,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -559,28 +561,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -977,9 +984,9 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 @@ -1831,7 +1838,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "" @@ -2609,10 +2616,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "" @@ -2628,10 +2633,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2640,10 +2643,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2679,8 +2680,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -2698,6 +2699,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -2713,7 +2720,7 @@ msgstr "מכירות" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "" @@ -2888,7 +2895,7 @@ msgid ":doc:`payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr "" @@ -3487,350 +3494,407 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" +msgid "" +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" +msgid "Deferred revenue report" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "צור רשומה חדשה" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "מודלים להכנסות נדחות" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 +msgid "" +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 @@ -3987,7 +4051,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4059,48 +4123,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4110,26 +4238,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "" @@ -4309,22 +4625,48 @@ msgstr "" msgid ":doc:`../reporting/intrastat`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 -msgid "Define an Incoterm" +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +msgid "Define an Incoterm" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 -msgid "Default Incoterm configuration" +msgid "Incoterm location" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 +msgid "Default Incoterm configuration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 +msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " ":menuselection:`Accounting/Invoicing --> Configuration --> Settings`, scroll" @@ -5287,6 +5629,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "לוח חשבונות" @@ -6384,7 +6727,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -6497,11 +6840,12 @@ msgstr "סוגי חשבון" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "מאזן" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "נכסים" @@ -6606,70 +6950,64 @@ msgstr "אחר" msgid "Off-Balance Sheet" msgstr "יתרות חוץ מאזניות" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "תגיות" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "קבוצות חשבונות" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -6679,17 +7017,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -6703,7 +7041,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -6714,17 +7052,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -6732,7 +7070,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -6743,11 +7081,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "יצא משימוש" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -6755,29 +7093,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7312,7 +7650,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -7539,22 +7877,23 @@ msgstr "תשלומים" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 @@ -7562,9 +7901,6 @@ msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -7580,174 +7916,195 @@ msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:39 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" +msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -7791,11 +8148,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -7807,7 +8164,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -7817,17 +8174,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -7840,13 +8197,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr "" @@ -8556,253 +8913,91 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -8989,69 +9184,75 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " "module is required to print U.S. checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "ארצות הברית" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -9059,11 +9260,11 @@ msgid "" " :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -9071,7 +9272,7 @@ msgid "" "reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -11303,6 +11504,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "תדירות החזר מס" @@ -11444,7 +11650,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" @@ -11700,9 +11906,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11712,10 +11919,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11724,444 +11931,458 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" +msgid "Activate sales taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "שם המס" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "חישוב מס" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " ":ref:`affects the base of the subsequent ones `." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "מס" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "סה\"כ" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:102 +msgid "" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "1,100.00" +msgstr "" + #: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" +msgid "**Percentage of Price Tax Included**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 -msgid "1,100.00" +msgid "111.11" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:127 +msgid "1,111.11" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:130 -msgid "**Percentage of Price Tax Included**" +msgid "**Python code**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:132 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:138 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "1,111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "פעיל" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "בסיס המס" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:177 -msgid "Definition tab" +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:179 +msgid "Definition tab" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "תווית על חשבוניות" - #: ../../content/applications/finance/accounting/taxes.rst:204 +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" +msgid "The label on invoices is displayed on each invoice line" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "קבוצת מס" +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:216 +#: ../../content/applications/finance/accounting/taxes.rst:217 msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "כלול בעלות אנליטית" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "כלול במחיר" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "משפיע על מס שעשוי לבוא אחריו" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -12172,15 +12393,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr "" @@ -12273,6 +12498,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -13011,78 +13237,55 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 @@ -13091,13 +13294,20 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr "" @@ -13172,7 +13382,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "" @@ -13191,6 +13401,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -13420,6 +13634,12 @@ msgstr "בשיפוע" msgid "Declining Then Straight Line" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -13430,6 +13650,13 @@ msgstr "" msgid "Configure an Assets Account" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "" @@ -13440,12 +13667,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "" @@ -13459,12 +13684,10 @@ msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -13480,18 +13703,29 @@ msgid "" "automation>` for these products." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " "click on the account, and select the right one." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "צור רשומה חדשה" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -13527,6 +13761,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -13708,6 +13946,13 @@ msgid "" "with the right asset account." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "" @@ -13727,6 +13972,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -13752,243 +14001,189 @@ msgid "" "account`)." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" +msgid "Deferred expenses" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "מודל להוצאות נדחות" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 -msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 -msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 @@ -14236,8 +14431,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -14294,6 +14489,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -16630,7 +16827,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "" @@ -16713,7 +16910,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "" @@ -16880,7 +17077,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "" @@ -17945,29 +18142,1654 @@ msgstr "" msgid "Australia" msgstr "אוסטרליה" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "רכישות" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "שכר" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -17980,7 +19802,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -17990,13 +19812,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -18006,15 +19831,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -18027,20 +19852,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -18050,7 +19875,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -18146,7 +19971,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -18164,22 +19989,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -18240,7 +20065,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -18346,12 +20171,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -18451,10 +20270,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -18697,12 +20512,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "חשבונית דיגיטלית" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -18711,38 +20895,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -18750,7 +20934,7 @@ msgid "" "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -18758,76 +20942,76 @@ msgid "" "`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "הוסמך" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -18835,52 +21019,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -18889,7 +21073,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -18897,17 +21081,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -18916,7 +21100,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -18964,7 +21148,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -18979,25 +21163,25 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "קופסת IoT" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -19005,19 +21189,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -19029,7 +21213,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -19037,17 +21221,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -19595,10 +21779,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -19774,7 +21954,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -20005,7 +22185,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -20035,7 +22215,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -20050,12 +22230,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -20068,24 +22246,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -20093,110 +22264,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -20204,11 +22375,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -20217,15 +22388,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -20233,11 +22404,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -20247,50 +22418,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -20301,29 +22472,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -20331,19 +22502,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "תעודה" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -20351,24 +22522,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -20379,13 +22550,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -20394,12 +22565,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -20407,43 +22578,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -20453,13 +22624,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -20470,56 +22641,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -20527,32 +22698,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -20561,7 +22732,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -20569,7 +22740,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -20577,11 +22748,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -20590,7 +22761,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -20599,14 +22770,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -20614,11 +22785,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -20629,14 +22800,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -20644,60 +22815,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "העברת חשבונות" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "יחס המרה" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -20709,11 +22880,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -20726,32 +22897,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -20761,7 +22932,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -20774,7 +22945,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -20785,7 +22956,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -20798,7 +22969,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -20809,26 +22980,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -20837,21 +23008,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "" @@ -20859,11 +23030,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -20877,14 +23048,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -20895,36 +23066,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -20932,11 +23103,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -20949,12 +23120,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -21046,34 +23217,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -21088,16 +23259,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -21111,11 +23282,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -21129,7 +23300,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -21139,17 +23310,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -21163,23 +23334,23 @@ msgid "" "code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -21190,7 +23361,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -21200,16 +23371,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -21221,55 +23392,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -21281,11 +23452,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -21300,7 +23471,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -21308,12 +23479,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21321,7 +23492,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21329,14 +23500,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21346,46 +23517,46 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -21396,13 +23567,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -21413,7 +23584,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -21423,18 +23594,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -21443,7 +23614,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -21451,7 +23622,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -21461,7 +23632,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -21469,18 +23640,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21488,7 +23659,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21498,7 +23669,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -21512,7 +23683,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -21526,7 +23697,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -21536,11 +23707,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -21550,7 +23721,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -21558,18 +23729,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21577,13 +23748,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21593,14 +23764,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -21608,11 +23779,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -21623,11 +23794,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21639,11 +23810,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -21654,32 +23825,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -21692,20 +23863,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -21718,12 +23889,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -21734,7 +23905,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -21746,31 +23917,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -21782,31 +23953,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -21814,23 +23985,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -21838,7 +24009,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -21851,21 +24022,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -21876,17 +24047,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -21897,7 +24068,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -21905,11 +24076,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -21921,19 +24092,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -21945,18 +24116,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "החזרות" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -21968,7 +24139,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -21978,24 +24149,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -22003,7 +24174,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -22018,11 +24189,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -22031,13 +24202,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -22048,7 +24219,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -22059,7 +24230,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -24110,8 +26281,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" @@ -25626,7 +27797,6 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -31591,7 +33761,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -32185,13 +34355,11 @@ msgid "Spain" msgstr "ספרד" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" +msgid "Spanish chart of accounts" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 @@ -32208,39 +34376,57 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 -msgid "Tax Report (Modelo 111)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 -msgid "Tax Report (Modelo 115)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +msgid "Tax Report (Modelo 111)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 +msgid "Tax Report (Modelo 115)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "שוויץ" @@ -32444,17 +34630,6 @@ msgstr "" msgid "TVA 7.7%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "רכישות" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -33124,10 +35299,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "שכר" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -33591,6 +35762,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -33598,6 +35770,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -33622,7 +35795,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -34188,10 +36360,10 @@ msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -34610,8 +36782,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -35256,17 +37428,26 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -35763,30 +37944,37 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " "saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -36390,11 +38578,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "תבניות" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -36403,7 +38604,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -36413,40 +38614,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "תפקידים" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -36457,11 +38659,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -36470,28 +38672,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -36499,7 +38701,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -36507,7 +38709,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -36519,28 +38721,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -36549,7 +38751,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -36560,7 +38762,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -36568,11 +38770,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -36581,7 +38783,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -36592,76 +38794,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -36669,20 +38872,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -36690,33 +38893,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -36724,19 +38927,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -36746,7 +38949,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/he/LC_MESSAGES/inventory_and_mrp.po b/locale/he/LC_MESSAGES/inventory_and_mrp.po index d05ae69dd..15231086f 100644 --- a/locale/he/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/he/LC_MESSAGES/inventory_and_mrp.po @@ -13,18 +13,20 @@ # Yihya Hugirat , 2023 # Martin Trigaux, 2023 # Ha Ketem , 2023 -# ZVI BLONDER , 2023 # amit rosnebaum, 2024 # Roy Sayag, 2024 +# ZVI BLONDER , 2024 +# ExcaliberX , 2024 +# Leandro Noijovich , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Roy Sayag, 2024\n" +"Last-Translator: Leandro Noijovich , 2024\n" "Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -60,52 +62,269 @@ msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" +msgid "Apply inventory adjustments with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 @@ -1005,6 +1224,9 @@ msgstr "מספר אצווה" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1034,6 +1256,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1344,141 +1567,661 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "קבלות" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "הזמנות משלוח" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "העברות פנימיות" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" +msgid "Create and process transfers with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 @@ -2913,79 +3656,169 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" +msgid "Difference between lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "הקדמה" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 -msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "מעקב" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 @@ -3495,16 +4328,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3514,10 +4337,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3632,23 +4451,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3656,13 +4475,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3671,7 +4490,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3684,7 +4503,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3692,19 +4511,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3716,7 +4535,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3724,7 +4543,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3739,13 +4558,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -3754,51 +4573,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -3808,14 +4627,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -3823,7 +4642,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -3832,12 +4651,12 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -3849,7 +4668,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -3858,38 +4677,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -3899,7 +4718,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -3911,39 +4730,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -3951,7 +4770,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -3961,10 +4780,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -4487,6 +5304,11 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -4847,7 +5669,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "" @@ -6103,7 +6925,7 @@ msgstr "קלוט סחורה ישירות (צעד 1)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "" @@ -6118,7 +6940,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6180,11 +7002,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "שלח סחורה ישירות ללקוח (צעד 1)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6193,7 +7015,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6204,7 +7026,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6215,12 +7037,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6230,7 +7052,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6566,49 +7388,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6622,7 +7452,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6631,7 +7461,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6640,7 +7470,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6651,7 +7481,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6664,11 +7494,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -6677,7 +7507,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -6692,11 +7522,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -6704,7 +7534,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8470,6 +9300,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "תהליך עבודה" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -8603,6 +9600,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9135,6 +10133,624 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -9584,44 +11200,102 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "מבוסס על" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -9630,633 +11304,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" +msgid "Least Packages" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "מספרים סידוריים ואצוות " + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "חבילות" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -10712,10 +11958,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "חבילות" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12019,20 +13261,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12041,14 +13283,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -14929,8 +16171,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -14939,53 +16182,320 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 @@ -15581,10 +17091,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "מעקב" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/he/LC_MESSAGES/productivity.po b/locale/he/LC_MESSAGES/productivity.po index e43cb07ec..04dc12abe 100644 --- a/locale/he/LC_MESSAGES/productivity.po +++ b/locale/he/LC_MESSAGES/productivity.po @@ -26,7 +26,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: yael terner, 2024\n" "Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n" @@ -8438,26 +8438,28 @@ msgstr "" #: ../../content/applications/productivity/to_do.rst:23 msgid "" -"You can create a new to-do on the fly from anywhere in Odoo by clicking the " -"clock button and then :guilabel:`Add a To-Do`." +"You can create a new to-do on the fly from anywhere in Odoo by opening the " +"**command palette tool** with the keyboard shortcut ´ctrl+k´ and clicking " +":guilabel:`Add a To-Do`, or by clicking the clock button and then " +":guilabel:`Add a To-Do`." msgstr "" #: ../../content/applications/productivity/to_do.rst:0 msgid "Adding a to-do on the fly" msgstr "" -#: ../../content/applications/productivity/to_do.rst:30 +#: ../../content/applications/productivity/to_do.rst:31 msgid "Converting to-dos into project tasks" msgstr "" -#: ../../content/applications/productivity/to_do.rst:32 +#: ../../content/applications/productivity/to_do.rst:33 msgid "" "If you use the :doc:`Project app <../services/project>`, you can convert to-" "dos into project tasks. To do so, open a to-do and click the gear button " "(:guilabel:`⚙`), then :guilabel:`Convert to Task`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:35 +#: ../../content/applications/productivity/to_do.rst:36 msgid "" "Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and " ":guilabel:`Tags`, then click :guilabel:`Convert to Task`. The to-do is now a" @@ -8468,11 +8470,11 @@ msgstr "" msgid "Converting a to-do into a task" msgstr "" -#: ../../content/applications/productivity/to_do.rst:42 +#: ../../content/applications/productivity/to_do.rst:43 msgid "Managing the to-do pipeline" msgstr "" -#: ../../content/applications/productivity/to_do.rst:44 +#: ../../content/applications/productivity/to_do.rst:45 msgid "" "Your assigned **to-dos** are displayed on the app dashboard. You can drag " "and drop a to-do to move it from one stage to another." @@ -8482,13 +8484,13 @@ msgstr "" msgid "Example of a to-do pipeline" msgstr "" -#: ../../content/applications/productivity/to_do.rst:51 +#: ../../content/applications/productivity/to_do.rst:52 msgid "" "Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to" " create a new stage." msgstr "" -#: ../../content/applications/productivity/to_do.rst:53 +#: ../../content/applications/productivity/to_do.rst:54 msgid "" "Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, " ":guilabel:`Edit`, or :guilabel:`Delete` it." @@ -8498,11 +8500,11 @@ msgstr "" msgid "Stage settings button" msgstr "" -#: ../../content/applications/productivity/to_do.rst:60 +#: ../../content/applications/productivity/to_do.rst:61 msgid "Scheduling activities" msgstr "" -#: ../../content/applications/productivity/to_do.rst:62 +#: ../../content/applications/productivity/to_do.rst:63 msgid "" "To schedule an activity on a to-do, click the clock button on the app " "dashboard, then the :guilabel:`+ Schedule an activity` button." @@ -8512,43 +8514,43 @@ msgstr "" msgid "Scheduling an activity from the To-do dashboard" msgstr "" -#: ../../content/applications/productivity/to_do.rst:68 +#: ../../content/applications/productivity/to_do.rst:69 msgid "To create the activity:" msgstr "" -#: ../../content/applications/productivity/to_do.rst:70 +#: ../../content/applications/productivity/to_do.rst:71 msgid "Select an :guilabel:`Activity Type`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:71 +#: ../../content/applications/productivity/to_do.rst:72 msgid "Select a :guilabel:`Due date`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:72 +#: ../../content/applications/productivity/to_do.rst:73 msgid "Choose who the activity should be :guilabel:`Assigned to`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:73 +#: ../../content/applications/productivity/to_do.rst:74 msgid "" "Add a brief :guilabel:`Summary` if needed. You can add a more elaborate " "description in the :guilabel:`Log a note` box." msgstr "" -#: ../../content/applications/productivity/to_do.rst:76 +#: ../../content/applications/productivity/to_do.rst:77 msgid "Click :guilabel:`Schedule` to complete the action." msgstr "" -#: ../../content/applications/productivity/to_do.rst:79 +#: ../../content/applications/productivity/to_do.rst:80 msgid "" "The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not " "create a to-do task." msgstr "" -#: ../../content/applications/productivity/to_do.rst:82 +#: ../../content/applications/productivity/to_do.rst:83 msgid "Viewing to-dos in the Project app" msgstr "" -#: ../../content/applications/productivity/to_do.rst:84 +#: ../../content/applications/productivity/to_do.rst:85 msgid "" "If you use the :doc:`Project app <../services/project>`, your to-dos also " "appear as private tasks under the :guilabel:`My Tasks` view." @@ -8558,7 +8560,7 @@ msgstr "" msgid "Example of a \"My Tasks\" pipeline in the Project app" msgstr "" -#: ../../content/applications/productivity/to_do.rst:91 +#: ../../content/applications/productivity/to_do.rst:92 msgid "" "A padlock icon is visible on your private tasks to quickly identify them " "among your project tasks." diff --git a/locale/he/LC_MESSAGES/sales.po b/locale/he/LC_MESSAGES/sales.po index 1e3fe6a22..9954ef1e1 100644 --- a/locale/he/LC_MESSAGES/sales.po +++ b/locale/he/LC_MESSAGES/sales.po @@ -7,24 +7,24 @@ # NoaFarkash, 2023 # ExcaliberX , 2023 # Adi Sharashov , 2023 -# דודי מלכה , 2023 -# Ha Ketem , 2023 # Roy Sayag, 2023 # שהאב חוסיין , 2023 # yotam katzuni, 2023 # Yihya Hugirat , 2023 -# Martin Trigaux, 2023 -# ZVI BLONDER , 2023 # Lilach Gilliam , 2024 +# ZVI BLONDER , 2024 +# דודי מלכה , 2024 +# david danilov, 2024 +# Martin Trigaux, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Lilach Gilliam , 2024\n" +"Last-Translator: Martin Trigaux, 2024\n" "Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -63,19 +63,12 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -100,80 +93,200 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "תצורה" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 -msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 +msgid "" +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 @@ -476,6 +589,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "תמחור" @@ -6900,14 +7014,16 @@ msgid "Rental" msgstr "השכרה" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" #: ../../content/applications/sales/rental.rst:11 @@ -6919,143 +7035,507 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "תמחור השכרה" +msgid "Dashboard" +msgstr "" -#: ../../content/applications/sales/rental.rst:22 +#: ../../content/applications/sales/rental.rst:19 msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" #: ../../content/applications/sales/rental.rst:37 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "הגדרות" + +#: ../../content/applications/sales/rental.rst:39 msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." msgstr "" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "" - -#: ../../content/applications/sales/rental.rst:44 -msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:46 -msgid "Only one price line is used." -msgstr "" - -#: ../../content/applications/sales/rental.rst:47 -msgid "The cheapest line is selected." +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." msgstr "" #: ../../content/applications/sales/rental.rst:50 -msgid "Consider the following rental pricing configuration for a product:" +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." msgstr "" #: ../../content/applications/sales/rental.rst:52 -msgid "1 day: $100" -msgstr "" - -#: ../../content/applications/sales/rental.rst:53 -msgid "3 days: $250" +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." msgstr "" #: ../../content/applications/sales/rental.rst:54 -msgid "1 week: $500" +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "הזמנות" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 +msgid "Only one price line is used." +msgstr "" + +#: ../../content/applications/sales/rental.rst:125 +msgid "The cheapest line is selected." +msgstr "" + +#: ../../content/applications/sales/rental.rst:128 +msgid "Consider the following rental pricing configuration for a product:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:130 +msgid "1 day: $100" +msgstr "" + +#: ../../content/applications/sales/rental.rst:131 +msgid "3 days: $250" +msgstr "" + +#: ../../content/applications/sales/rental.rst:132 +msgid "1 week: $500" +msgstr "" + +#: ../../content/applications/sales/rental.rst:134 +msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" msgstr "" -#: ../../content/applications/sales/rental.rst:96 +#: ../../content/applications/sales/rental.rst:252 msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." msgstr "" #: ../../content/applications/sales/sales.rst:10 @@ -7074,285 +7554,339 @@ msgid "Amazon Connector" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" +msgid "Amazon Connector features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" +msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" +msgid "The Amazon Connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" +msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" +msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" +msgid "gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "**Shipping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "חיובים" - #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "**Gift Wrapping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" +msgid "Synchronize unshipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" +msgid "**Shipping**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "**Gift Wrapping**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" +msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" +msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -7365,121 +7899,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" @@ -7708,7 +8326,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "" @@ -7763,137 +8380,1267 @@ msgstr "" msgid "eBay Connector" msgstr " קישור ל eBay" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 +msgid "" +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" +msgid "Listing without variation" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" +msgid "eBay connector setup" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" +msgid "Overview" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" +msgid "eBay - Odoo linked fields" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 -msgid "Accept account deletion notifications" +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "משך זמן" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "ארץ" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "אסימון" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 +msgid "Accept account deletion notifications" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -7901,154 +9648,181 @@ msgid "" "request and take further action if necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "" @@ -10962,12 +12736,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "הגדרות" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -12139,311 +13907,767 @@ msgid "Manage your products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" +msgid "Import products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" +msgid "" +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 -msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" +msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 -msgid "" -"Go to the `Google Cloud Platform API & Services " -"`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"Go to the `Google Cloud Platform API & Services " +"`_ page to generate Google Custom " +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 +msgid "" +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" +msgid "API & Services page on Google Cloud Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" +msgid "The API key created pop-up window that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 +msgid "" +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 -msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -13565,7 +15789,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -13696,7 +15920,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -13713,7 +15937,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -13744,7 +15968,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -13765,7 +15989,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -14591,41 +16815,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -14633,12 +16835,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -14647,37 +16854,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -14686,25 +16930,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -14712,19 +16952,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -14733,13 +16973,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -14747,24 +16987,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -14772,7 +17012,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -14783,7 +17023,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -14791,136 +17031,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -14930,7 +17097,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -14941,6 +17108,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "מנויים" @@ -15203,25 +17391,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr "" @@ -15956,113 +18144,140 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" +msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 @@ -16264,114 +18479,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" +msgid "Activation of the discount option in Odoo Sales." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 +#: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" diff --git a/locale/id/LC_MESSAGES/administration.po b/locale/id/LC_MESSAGES/administration.po index df8b48a56..ef1f5981c 100644 --- a/locale/id/LC_MESSAGES/administration.po +++ b/locale/id/LC_MESSAGES/administration.po @@ -7,15 +7,16 @@ # Martin Trigaux, 2023 # Wil Odoo, 2023 # Abe Manyo, 2024 +# Muftiara Syuhada , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" -"Last-Translator: Abe Manyo, 2024\n" +"Last-Translator: Muftiara Syuhada , 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -446,6 +447,7 @@ msgstr "" #: ../../content/administration/install/deploy.rst:44 msgid "Show only databases with names beginning with 'mycompany'" msgstr "" +"Hanya tunjukkan basis data dengan nama yang diawali dengan 'mycompany'" #: ../../content/administration/install/deploy.rst:46 #: ../../content/administration/install/deploy.rst:58 @@ -587,11 +589,11 @@ msgstr "" #: ../../content/administration/install/deploy.rst:149 msgid "using an 'odoo' user account," -msgstr "" +msgstr "gunakan akun pengguna 'odoo'" #: ../../content/administration/install/deploy.rst:150 msgid "with 'pwd' as a password" -msgstr "" +msgstr "dengan kata kunci 'pwd'" #: ../../content/administration/install/deploy.rst:151 msgid "filtering only db with a name beginning with 'mycompany'" @@ -1450,6 +1452,105 @@ msgid "" "messages `." msgstr "" +#: ../../content/administration/install/geo_ip.rst:3 +msgid "Geo IP" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:6 +msgid "This documentation only applies to On-premise databases." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:9 +msgid "Installation" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:11 +msgid "" +"Download both the GeoLite2 City and Country `databases " +"`_. You should end up with " +"two files called :file:`GeoLite2-City.mmdb` and " +":file:`GeoLite2-Country.mmdb`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:15 +msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:22 +msgid "Restart the server" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:25 +msgid "" +"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," +" use the :option:`--geoip-city-db ` and " +":option:`--geoip-country-db ` options of the " +"Odoo command line interface. These options take the absolute path to the " +"GeoIP database file and use it as the GeoIP database. For example:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:36 +msgid ":doc:`CLI documentation `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:39 +msgid "Test GeoIP geolocation in your Odoo website" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:41 +msgid "" +"Edit a web page to include some geo-ip information such as the country name " +"of the current request IP address. To do so:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:44 +msgid "Go to your website. Open the web page that you want to test ``GeoIP``." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:45 +msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:46 +msgid "Add the following piece of XML in the page :" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:52 +msgid "Save and refresh the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:54 +msgid "" +"Geo-ip is working if you read your country name displayed in bold in the " +"middle of the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:56 +msgid "" +"In case you read \"**geoip failure**\" instead then the geolocalization " +"failed. The common causes are:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:58 +msgid "" +"The browsing IP address is the localhost (``127.0.0.1``) or a local area " +"network one. If you don't know, you can access your website using mobile " +"data." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:60 +msgid "" +"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " +"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:62 +msgid "" +"The GeoIP database is corrupt, missing or unaccessible. In such case a " +"warning was logged in the server logs." +msgstr "" + #: ../../content/administration/install/online.rst:3 msgid "Online" msgstr "Online" @@ -1480,8 +1581,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 #: ../../content/administration/maintain/supported_versions.rst:29 -#: ../../content/administration/upgrade.rst:92 -#: ../../content/administration/upgrade.rst:309 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "Odoo Online" @@ -3029,8 +3130,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:250 #: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade.rst:122 -#: ../../content/administration/upgrade.rst:320 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "" @@ -8611,64 +8712,68 @@ msgstr "" #: ../../content/administration/upgrade.rst:42 msgid "" -"If your database contains a **custom module**, you must first upgrade its " -"source code to be compatible with the new version of Odoo **before " -"upgrading**." +"If your database contains custom modules, it cannot be upgraded until a " +"version of your custom modules is available for the target version of Odoo. " +"For customers maintaining their own custom modules, we recommend to " +"parallelize the process by :ref:`requesting an upgraded database " +"` while also :doc:`upgrading the source code " +"of your custom modules `." msgstr "" -#: ../../content/administration/upgrade.rst:49 +#: ../../content/administration/upgrade.rst:50 msgid "Upgrading in a nutshell" msgstr "" -#: ../../content/administration/upgrade.rst:51 +#: ../../content/administration/upgrade.rst:52 msgid "" "Request an upgraded test database (see :ref:`obtaining an upgraded test " "database `)." msgstr "" -#: ../../content/administration/upgrade.rst:54 +#: ../../content/administration/upgrade.rst:55 +msgid "" +"If applicable, upgrade the source code of your custom module to be " +"compatible with the new version of Odoo (see " +":doc:`/developer/howtos/upgrade_custom_db`)." +msgstr "" + +#: ../../content/administration/upgrade.rst:58 msgid "" "Thoroughly test the upgraded database (see :ref:`testing the new version of " "the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:57 +#: ../../content/administration/upgrade.rst:61 msgid "" "Report any issue encountered during the testing to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:60 -msgid "" -"(If applicable) : upgrade the source code of your custom module to be " -"compatible with the new version of Odoo." -msgstr "" - -#: ../../content/administration/upgrade.rst:63 +#: ../../content/administration/upgrade.rst:64 msgid "" "Once all issues are resolved and you are confident that the upgraded " "database can be used as your main database without any issues, plan the " "upgrade of your production database." msgstr "" -#: ../../content/administration/upgrade.rst:66 +#: ../../content/administration/upgrade.rst:67 msgid "" "Request the upgrade for the production database, rendering it unavailable " "for the time it takes to complete the process (see :ref:`upgrading the " "production database `)." msgstr "" -#: ../../content/administration/upgrade.rst:69 +#: ../../content/administration/upgrade.rst:70 msgid "" "Report any issue encountered during the upgrade to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:78 +#: ../../content/administration/upgrade.rst:76 msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:78 msgid "" "The `Upgrade page `_ is the main platform for " "requesting an upgraded database. However, depending on the hosting type, you" @@ -8677,7 +8782,7 @@ msgid "" "`_." msgstr "" -#: ../../content/administration/upgrade.rst:86 +#: ../../content/administration/upgrade.rst:84 msgid "" "The Upgrade platform follows the same `Privacy Policy " "`_ as the other Odoo.com services. Visit the " @@ -8685,13 +8790,13 @@ msgid "" "learn more about how Odoo handles your data and privacy." msgstr "" -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:92 msgid "" "Odoo Online databases can be manually upgraded via the `database manager " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:97 +#: ../../content/administration/upgrade.rst:95 msgid "" "The database manager displays all databases associated with the user's " "account. Databases not on the most recent version of Odoo display an arrow " @@ -8703,23 +8808,23 @@ msgid "" "The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:104 +#: ../../content/administration/upgrade.rst:102 msgid "" "Click the **arrow in a circle** icon to start the upgrade process. In the " "popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:106 +#: ../../content/administration/upgrade.rst:104 msgid "" "The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:107 +#: ../../content/administration/upgrade.rst:105 msgid "" "The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:108 +#: ../../content/administration/upgrade.rst:106 msgid "" "The :guilabel:`Purpose` of the upgrade, which is automatically set to " ":guilabel:`Test` for your first upgrade request" @@ -8729,7 +8834,7 @@ msgstr "" msgid "The \"Upgrade your database\" popup." msgstr "" -#: ../../content/administration/upgrade.rst:114 +#: ../../content/administration/upgrade.rst:112 msgid "" "The :guilabel:`Upgrade in progress` tag is displayed next to the database " "name until completion. Once the process succeeds, an email containing a link" @@ -8742,7 +8847,7 @@ msgstr "" msgid "Clicking the menu arrow displays the upgraded test database." msgstr "" -#: ../../content/administration/upgrade.rst:124 +#: ../../content/administration/upgrade.rst:122 msgid "" "Odoo.sh is integrated with the upgrade platform to simplify the upgrade " "process." @@ -8752,13 +8857,13 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "" -#: ../../content/administration/upgrade.rst:129 +#: ../../content/administration/upgrade.rst:127 msgid "" "The **latest production daily automatic backup** is then sent to the " "`upgrade platform `_." msgstr "" -#: ../../content/administration/upgrade.rst:132 +#: ../../content/administration/upgrade.rst:130 msgid "" "Once the upgrade platform is done upgrading the backup and uploading it on " "the branch, it is put in a **special mode**: each time a **commit is " @@ -8769,7 +8874,7 @@ msgid "" "going to :file:`~/logs/upgrade.log`." msgstr "" -#: ../../content/administration/upgrade.rst:140 +#: ../../content/administration/upgrade.rst:138 msgid "" "In databases where custom modules are installed, their source code must be " "up-to-date with the target version of Odoo before the upgrade can be " @@ -8778,58 +8883,72 @@ msgid "" "platform, and the upgrade mode is exited." msgstr "" -#: ../../content/administration/upgrade.rst:152 -#: ../../content/administration/upgrade.rst:344 +#: ../../content/administration/upgrade.rst:143 +msgid "" +"Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more " +"information." +msgstr "" + +#: ../../content/administration/upgrade.rst:145 +#: ../../content/administration/upgrade.rst:341 msgid "On-premise" msgstr "" -#: ../../content/administration/upgrade.rst:154 +#: ../../content/administration/upgrade.rst:147 msgid "" "The standard upgrade process can be initiated by entering the following " "command line on the machine where the database is hosted:" msgstr "" -#: ../../content/administration/upgrade.rst:161 +#: ../../content/administration/upgrade.rst:154 msgid "" "The following command can be used to display the general help and the main " "commands:" msgstr "" -#: ../../content/administration/upgrade.rst:167 +#: ../../content/administration/upgrade.rst:160 msgid "" "An upgraded test database can also be requested via the `Upgrade page " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:171 +#: ../../content/administration/upgrade.rst:164 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. Check out the :doc:`/developer/howtos/upgrade_custom_db` page for" +" more information." +msgstr "" + +#: ../../content/administration/upgrade.rst:169 msgid "" "For security reasons, only the person who submitted the upgrade request can " "download it." msgstr "" -#: ../../content/administration/upgrade.rst:172 +#: ../../content/administration/upgrade.rst:170 msgid "" "For storage reasons, the database's copy is submitted without a filestore to" " the upgrade server. Therefore, the upgraded database does not contain the " "production filestore." msgstr "" -#: ../../content/administration/upgrade.rst:174 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " "as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade.rst:177 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade.rst:179 +#: ../../content/administration/upgrade.rst:177 msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:180 +#: ../../content/administration/upgrade.rst:178 msgid "" "A `filestore` folder containing files extracted from in-database records " "into attachments (if there are any) and new standard Odoo files from the " @@ -8838,13 +8957,13 @@ msgid "" "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade.rst:187 +#: ../../content/administration/upgrade.rst:185 msgid "" "You can request multiple test databases if you wish to test an upgrade more " "than once." msgstr "" -#: ../../content/administration/upgrade.rst:192 +#: ../../content/administration/upgrade.rst:190 msgid "" "When an upgrade request is completed, an upgrade report is attached to the " "successful upgrade email, and it becomes available in the Discuss app for " @@ -8853,171 +8972,171 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:200 +#: ../../content/administration/upgrade.rst:198 msgid "Testing the new version of the database" msgstr "" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:200 msgid "" "It is essential to spend some time testing the upgraded test database to " "ensure that you are not stuck in your day-to-day activities by a change in " "views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade.rst:207 +#: ../../content/administration/upgrade.rst:205 msgid "" "Test databases are neutralized, and some features are disabled to prevent " "them from impacting the production database:" msgstr "" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:208 msgid "Scheduled actions are disabled." msgstr "" -#: ../../content/administration/upgrade.rst:211 +#: ../../content/administration/upgrade.rst:209 msgid "" "Outgoing mail servers are disabled by archiving the existing ones and adding" " a fake one." msgstr "" -#: ../../content/administration/upgrade.rst:212 +#: ../../content/administration/upgrade.rst:210 msgid "" "Payment providers and delivery carriers are reset to the test environment." msgstr "" -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:211 msgid "" "Bank synchronization is disabled. Should you want to test the " "synchronization, contact your bank synchronization provider to get sandbox " "credentials." msgstr "" -#: ../../content/administration/upgrade.rst:216 +#: ../../content/administration/upgrade.rst:214 msgid "" "Testing as many of your business flows as possible is strongly recommended " "to ensure they are working correctly and to get more familiar with the new " "version." msgstr "" -#: ../../content/administration/upgrade.rst:219 +#: ../../content/administration/upgrade.rst:217 msgid "Basic test checklist" msgstr "" -#: ../../content/administration/upgrade.rst:221 +#: ../../content/administration/upgrade.rst:219 msgid "" "Are there views that are deactivated in your test database but active in " "your production database?" msgstr "" -#: ../../content/administration/upgrade.rst:223 +#: ../../content/administration/upgrade.rst:221 msgid "Are your usual views still displayed correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:224 +#: ../../content/administration/upgrade.rst:222 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" -#: ../../content/administration/upgrade.rst:225 +#: ../../content/administration/upgrade.rst:223 msgid "Are your website pages working correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:226 +#: ../../content/administration/upgrade.rst:224 msgid "" "Are you able to create and modify records? (sales orders, invoices, " "purchases, users, contacts, companies, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:226 msgid "Are there any issues with your mail templates?" msgstr "" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:227 msgid "Are there any issues with saved translations?" msgstr "" -#: ../../content/administration/upgrade.rst:230 +#: ../../content/administration/upgrade.rst:228 msgid "Are your search filters still present?" msgstr "" -#: ../../content/administration/upgrade.rst:231 +#: ../../content/administration/upgrade.rst:229 msgid "Can you export your data?" msgstr "" -#: ../../content/administration/upgrade.rst:235 +#: ../../content/administration/upgrade.rst:233 msgid "" "Checking a random product in your product catalog and comparing its test and" " production data to verify everything is the same (product category, selling" " price, cost price, vendor, accounts, routes, etc.)." msgstr "" -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:236 msgid "Buying this product (Purchase app)." msgstr "" -#: ../../content/administration/upgrade.rst:239 +#: ../../content/administration/upgrade.rst:237 msgid "Confirming the reception of this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:238 msgid "" "Checking if the route to receive this product is the same in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:242 +#: ../../content/administration/upgrade.rst:240 msgid "Selling this product (Sales app) to a random customer." msgstr "" -#: ../../content/administration/upgrade.rst:243 +#: ../../content/administration/upgrade.rst:241 msgid "" "Opening your customer database (Contacts app), selecting a customer (or " "company), and checking its data." msgstr "" -#: ../../content/administration/upgrade.rst:245 +#: ../../content/administration/upgrade.rst:243 msgid "Shipping this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:246 +#: ../../content/administration/upgrade.rst:244 msgid "" "Checking if the route to ship this product is the same as in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:248 +#: ../../content/administration/upgrade.rst:246 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:249 +#: ../../content/administration/upgrade.rst:247 msgid "" "Crediting the invoice (issuing a credit note) and checking if it behaves as " "in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:251 +#: ../../content/administration/upgrade.rst:249 msgid "Checking your reports' results (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:250 msgid "" "Randomly checking your taxes, currencies, bank accounts, and fiscal year " "(Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:253 +#: ../../content/administration/upgrade.rst:251 msgid "" "Making an online order (Website apps) from the product selection in your " "shop until the checkout process and checking if everything behaves as in " "your production database." msgstr "" -#: ../../content/administration/upgrade.rst:256 +#: ../../content/administration/upgrade.rst:254 msgid "" "This list is **not** exhaustive. Extend the example to your other apps based" " on your use of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:258 +#: ../../content/administration/upgrade.rst:256 msgid "" "If you face an issue while testing your upgraded test database, you can " "request the assistance of Odoo via the `support page " @@ -9027,7 +9146,7 @@ msgid "" "database." msgstr "" -#: ../../content/administration/upgrade.rst:263 +#: ../../content/administration/upgrade.rst:261 msgid "" "You might encounter significant differences with standard views, features, " "fields, and models during testing. Those changes cannot be reverted on a " @@ -9036,39 +9155,39 @@ msgid "" "module to make it compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:269 +#: ../../content/administration/upgrade.rst:267 msgid "Do not forget to test:" msgstr "" -#: ../../content/administration/upgrade.rst:271 +#: ../../content/administration/upgrade.rst:269 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:272 +#: ../../content/administration/upgrade.rst:270 msgid "" "Workflows between different apps (online sales with eCommerce, converting a " "lead all the way to a sales order, delivery of products, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:274 +#: ../../content/administration/upgrade.rst:272 msgid "Data exports" msgstr "" -#: ../../content/administration/upgrade.rst:275 +#: ../../content/administration/upgrade.rst:273 msgid "Automated actions" msgstr "Tindakan Otomatis" -#: ../../content/administration/upgrade.rst:276 +#: ../../content/administration/upgrade.rst:274 msgid "" "Server actions in the action menu on form views, as well as by selecting " "multiple records on list views" msgstr "" -#: ../../content/administration/upgrade.rst:282 +#: ../../content/administration/upgrade.rst:280 msgid "Upgrading the production database" msgstr "" -#: ../../content/administration/upgrade.rst:284 +#: ../../content/administration/upgrade.rst:282 msgid "" "Once the :ref:`tests ` are completed and you are " "confident that the upgraded database can be used as your main database " @@ -9077,63 +9196,63 @@ msgid "" "`support page `__." msgstr "" -#: ../../content/administration/upgrade.rst:289 +#: ../../content/administration/upgrade.rst:287 msgid "" "Your production database will be unavailable during its upgrade. Therefore, " "we recommend planning the upgrade at a time when the use of the database is " "minimal." msgstr "" -#: ../../content/administration/upgrade.rst:292 +#: ../../content/administration/upgrade.rst:290 msgid "" "As the standard upgrade scripts and your database are constantly evolving, " "it is also recommended to frequently request another upgraded test database " "to ensure that the upgrade process is still successful, especially if it " -"takes a long time to finish. Fully rehearsing the upgrade process the day " -"before upgrading the production database is also recommended." +"takes a long time to finish. **Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended.**" msgstr "" -#: ../../content/administration/upgrade.rst:298 +#: ../../content/administration/upgrade.rst:296 msgid "Going into production without first testing may lead to:" msgstr "" -#: ../../content/administration/upgrade.rst:300 +#: ../../content/administration/upgrade.rst:298 msgid "Users failing to adjust to the changes and new features" msgstr "" -#: ../../content/administration/upgrade.rst:301 +#: ../../content/administration/upgrade.rst:299 msgid "" "Business interruptions (e.g., no longer having the possibility to validate " "an action)" msgstr "" -#: ../../content/administration/upgrade.rst:302 +#: ../../content/administration/upgrade.rst:300 msgid "" "Poor customer experience (e.g., an eCommerce website that does not work " "correctly)" msgstr "" -#: ../../content/administration/upgrade.rst:304 +#: ../../content/administration/upgrade.rst:302 msgid "" "The process of upgrading a production database is similar to upgrading a " "test database with a few exceptions." msgstr "" -#: ../../content/administration/upgrade.rst:311 +#: ../../content/administration/upgrade.rst:309 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "`, except for the purpose option, which must " "be set to :guilabel:`Production` instead of :guilabel:`Test`." msgstr "" -#: ../../content/administration/upgrade.rst:316 +#: ../../content/administration/upgrade.rst:314 msgid "" "Once the upgrade is requested, the database will be unavailable until the " "upgrade is finished. Once the process is completed, it is impossible to " "revert to the previous version." msgstr "" -#: ../../content/administration/upgrade.rst:322 +#: ../../content/administration/upgrade.rst:320 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "` on the :guilabel:`Production` branch." @@ -9143,7 +9262,7 @@ msgstr "" msgid "View from the upgrade tab" msgstr "" -#: ../../content/administration/upgrade.rst:328 +#: ../../content/administration/upgrade.rst:326 msgid "" "The process is **triggered as soon as a new commit is made** on the branch. " "This allows the upgrade process to be synchronized with the deployment of " @@ -9151,7 +9270,7 @@ msgid "" "the upgrade process is triggered immediately." msgstr "" -#: ../../content/administration/upgrade.rst:334 +#: ../../content/administration/upgrade.rst:332 msgid "" "The database is unavailable throughout the process. If anything goes wrong, " "the platform automatically reverts the upgrade, as it would be for a regular" @@ -9159,21 +9278,23 @@ msgid "" "created." msgstr "" -#: ../../content/administration/upgrade.rst:338 +#: ../../content/administration/upgrade.rst:336 msgid "" "The update of your custom modules must be successful to complete the entire " "upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." +":guilabel:`successful` before trying it in production. More information on " +"how to upgrade your custom modules can be found on " +":doc:`/developer/howtos/upgrade_custom_db`." msgstr "" -#: ../../content/administration/upgrade.rst:346 +#: ../../content/administration/upgrade.rst:343 msgid "" "The command to upgrade a database to production is similar to the one of " "upgrading a test database except for the argument `test`, which must be " "replaced by `production`:" msgstr "" -#: ../../content/administration/upgrade.rst:353 +#: ../../content/administration/upgrade.rst:350 msgid "" "An upgraded production database can also be requested via the `Upgrade page " "`_. Once the database is uploaded, any " @@ -9182,7 +9303,7 @@ msgid "" "process." msgstr "" -#: ../../content/administration/upgrade.rst:360 +#: ../../content/administration/upgrade.rst:357 msgid "" "When requesting an upgraded database for production purposes, the copy is " "submitted without a filestore. Therefore, the upgraded database filestore " @@ -9190,7 +9311,7 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:364 +#: ../../content/administration/upgrade.rst:361 msgid "" "In case of an issue with your production database, you can request the " "assistance of Odoo via the `support page " @@ -9198,92 +9319,92 @@ msgid "" "related to the upgrade in production." msgstr "" -#: ../../content/administration/upgrade.rst:372 +#: ../../content/administration/upgrade.rst:369 msgid "Service-level agreement (SLA)" msgstr "" -#: ../../content/administration/upgrade.rst:374 +#: ../../content/administration/upgrade.rst:371 msgid "" "With Odoo Enterprise, upgrading a database to the most recent version of " "Odoo is **free**, including any support required to rectify potential " "discrepancies in the upgraded database." msgstr "" -#: ../../content/administration/upgrade.rst:377 +#: ../../content/administration/upgrade.rst:374 msgid "" "Information about the upgrade services included in the Enterprise Licence is" " available in the :ref:`Odoo Enterprise Subscription Agreement `. " "However, this section clarifies what upgrade services you can expect." msgstr "" -#: ../../content/administration/upgrade.rst:382 +#: ../../content/administration/upgrade.rst:379 msgid "Upgrade services covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:384 +#: ../../content/administration/upgrade.rst:381 msgid "" "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " "self-hosted (On-Premise) can benefit from upgrade services at all times for:" msgstr "" -#: ../../content/administration/upgrade.rst:387 +#: ../../content/administration/upgrade.rst:384 msgid "the upgrade of all **standard applications**;" msgstr "" -#: ../../content/administration/upgrade.rst:388 +#: ../../content/administration/upgrade.rst:385 msgid "" "the upgrade of all **customizations created with the Studio app**, as long " "as Studio is still installed and the respective subscription is still " "active; and" msgstr "" -#: ../../content/administration/upgrade.rst:390 +#: ../../content/administration/upgrade.rst:387 msgid "" "the upgrade of all **developments and customizations covered by a " "maintenance of customizations subscription**." msgstr "" -#: ../../content/administration/upgrade.rst:393 +#: ../../content/administration/upgrade.rst:390 msgid "" "Upgrade services are limited to the technical conversion and adaptation of a" " database (standard modules and data) to make it compatible with the version" " targeted by the upgrade." msgstr "" -#: ../../content/administration/upgrade.rst:397 +#: ../../content/administration/upgrade.rst:394 msgid "Upgrade services not covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:399 +#: ../../content/administration/upgrade.rst:396 msgid "The following upgrade-related services are **not** included:" msgstr "" -#: ../../content/administration/upgrade.rst:401 +#: ../../content/administration/upgrade.rst:398 msgid "" "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" -#: ../../content/administration/upgrade.rst:402 +#: ../../content/administration/upgrade.rst:399 msgid "" "the upgrade of **custom modules created in-house or by third parties**, " "including Odoo partners;" msgstr "" -#: ../../content/administration/upgrade.rst:403 +#: ../../content/administration/upgrade.rst:400 msgid "" "lines of **code added to standard modules**, i.e., customizations created " "outside the Studio app, code entered manually, and :ref:`automated actions " "using Python code `; and" msgstr "" -#: ../../content/administration/upgrade.rst:406 +#: ../../content/administration/upgrade.rst:403 msgid "**training** on using the upgraded version's features and workflows." msgstr "" -#: ../../content/administration/upgrade.rst:409 +#: ../../content/administration/upgrade.rst:406 msgid ":doc:`Odoo.sh documentation `" msgstr "" -#: ../../content/administration/upgrade.rst:410 +#: ../../content/administration/upgrade.rst:407 msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/id/LC_MESSAGES/applications.po b/locale/id/LC_MESSAGES/applications.po index db8d275cb..a60174ab6 100644 --- a/locale/id/LC_MESSAGES/applications.po +++ b/locale/id/LC_MESSAGES/applications.po @@ -3,6 +3,9 @@ # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # +# Translators: +# Muftiara Syuhada , 2024 +# #, fuzzy msgid "" msgstr "" @@ -10,6 +13,7 @@ msgstr "" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2023-11-08 08:46+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" +"Last-Translator: Muftiara Syuhada , 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -19,8 +23,8 @@ msgstr "" #: ../../content/applications.rst:9 msgid "User Docs" -msgstr "" +msgstr "Dokumen Pengguna" #: ../../content/applications.rst:11 msgid "Discover our user guides and configuration tutorials per application." -msgstr "" +msgstr "Temukan panduan pengguna dan tutorial konfigurasi kami per aplikasi." diff --git a/locale/id/LC_MESSAGES/finance.po b/locale/id/LC_MESSAGES/finance.po index 2200ad04c..039a46d35 100644 --- a/locale/id/LC_MESSAGES/finance.po +++ b/locale/id/LC_MESSAGES/finance.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Abe Manyo, 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" @@ -173,7 +173,9 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "Laporan" @@ -185,7 +187,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -367,34 +369,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -535,8 +537,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -547,28 +549,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -965,9 +972,9 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 @@ -1819,7 +1826,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "" @@ -2597,10 +2604,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "" @@ -2616,10 +2621,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2628,10 +2631,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2667,8 +2668,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -2686,6 +2687,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -2701,7 +2708,7 @@ msgstr "Penjualan" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -2876,7 +2883,7 @@ msgid ":doc:`payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr "" @@ -3475,350 +3482,407 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "Prasyarat-Prasyarat" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" +msgid "" +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" +msgid "Deferred revenue report" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "Buat entri baru" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "Model Pendapatan yang Ditangguhkan" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 +msgid "" +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 @@ -3975,7 +4039,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4047,48 +4111,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4098,26 +4226,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "" @@ -4297,22 +4613,48 @@ msgstr "" msgid ":doc:`../reporting/intrastat`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 -msgid "Define an Incoterm" +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +msgid "Define an Incoterm" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 -msgid "Default Incoterm configuration" +msgid "Incoterm location" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 +msgid "Default Incoterm configuration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 +msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " ":menuselection:`Accounting/Invoicing --> Configuration --> Settings`, scroll" @@ -5275,6 +5617,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "Bagan Akun" @@ -6372,7 +6715,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -6485,11 +6828,12 @@ msgstr "Tipe Akun" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "Lembar Saldo" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "Aktiva" @@ -6594,70 +6938,64 @@ msgstr "Lainnya" msgid "Off-Balance Sheet" msgstr "Off-Balance Sheet" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "Label" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "Grup Akun" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -6667,17 +7005,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -6691,7 +7029,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -6702,17 +7040,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -6720,7 +7058,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -6731,11 +7069,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "Usang" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -6743,29 +7081,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7300,7 +7638,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -7527,22 +7865,23 @@ msgstr "Pembayaran" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 @@ -7550,9 +7889,6 @@ msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -7568,174 +7904,195 @@ msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:39 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" +msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -7779,11 +8136,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -7795,7 +8152,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -7805,17 +8162,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -7828,13 +8185,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr "" @@ -8544,253 +8901,91 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -8977,69 +9172,75 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " "module is required to print U.S. checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "Amerika Serikat" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -9047,11 +9248,11 @@ msgid "" " :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -9059,7 +9260,7 @@ msgid "" "reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -11291,6 +11492,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "Prasyarat-Prasyarat" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "Periodisitas SPT" @@ -11432,7 +11638,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" @@ -11688,9 +11894,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11700,10 +11907,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11712,444 +11919,458 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" +msgid "Activate sales taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "Nama Pajak" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "Penghitungan Pajak" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " ":ref:`affects the base of the subsequent ones `." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "Pajak" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "Total" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:102 +msgid "" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "1,100.00" +msgstr "" + #: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" +msgid "**Percentage of Price Tax Included**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 -msgid "1,100.00" +msgid "111.11" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:127 +msgid "1,111.11" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:130 -msgid "**Percentage of Price Tax Included**" +msgid "**Python code**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:132 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:138 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "1,111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "Aktif" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "Lingkup pajak" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:177 -msgid "Definition tab" +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:179 +msgid "Definition tab" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "Label pada Faktur" - #: ../../content/applications/finance/accounting/taxes.rst:204 +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" +msgid "The label on invoices is displayed on each invoice line" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "Kelompok Pajak" +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:216 +#: ../../content/applications/finance/accounting/taxes.rst:217 msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "Masukkan dalam Biaya Analitik" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "Masukkan dalam Harga" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "Dasar Pengaruh dari Pajak Berikutnya" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -12160,15 +12381,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr "" @@ -12261,6 +12486,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -12999,78 +13225,55 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 @@ -13079,13 +13282,20 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr "" @@ -13160,7 +13370,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "" @@ -13179,6 +13389,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -13408,6 +13622,12 @@ msgstr "Declining" msgid "Declining Then Straight Line" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -13418,6 +13638,13 @@ msgstr "" msgid "Configure an Assets Account" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "" @@ -13428,12 +13655,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "" @@ -13447,12 +13672,10 @@ msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -13468,18 +13691,29 @@ msgid "" "automation>` for these products." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " "click on the account, and select the right one." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "Buat entri baru" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -13515,6 +13749,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -13696,6 +13934,13 @@ msgid "" "with the right asset account." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "" @@ -13715,6 +13960,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -13740,243 +13989,189 @@ msgid "" "account`)." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" +msgid "Deferred expenses" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "Model Pengeluaran yang Ditangguhkan" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 -msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 -msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 @@ -14224,8 +14419,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -14282,6 +14477,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -16618,7 +16815,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "" @@ -16701,7 +16898,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "" @@ -16868,7 +17065,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "" @@ -17933,29 +18130,1654 @@ msgstr "" msgid "Australia" msgstr "Australia" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "Employment Hero Australian Payroll" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "Pembelian" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "Penggajian" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "Employment Hero Australian Payroll" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -17968,7 +19790,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -17978,13 +19800,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -17994,15 +19819,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -18015,20 +19840,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -18038,7 +19863,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -18134,7 +19959,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -18152,22 +19977,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -18228,7 +20053,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -18334,12 +20159,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -18439,10 +20258,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -18685,12 +20500,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Faktur elektronik" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -18699,38 +20883,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -18738,7 +20922,7 @@ msgid "" "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -18746,76 +20930,76 @@ msgid "" "`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "Odoo Online" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "Bersertifikasi" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -18823,52 +21007,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -18877,7 +21061,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -18885,17 +21069,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -18904,7 +21088,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -18952,7 +21136,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -18967,25 +21151,25 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "IoT Box" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -18993,19 +21177,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -19017,7 +21201,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -19025,17 +21209,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -19583,10 +21767,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -19762,7 +21942,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -19993,7 +22173,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -20023,7 +22203,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -20038,12 +22218,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -20056,24 +22234,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -20081,110 +22252,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -20192,11 +22363,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -20205,15 +22376,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -20221,11 +22392,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -20235,50 +22406,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -20289,29 +22460,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -20319,19 +22490,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "Sertifikat" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -20339,24 +22510,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -20367,13 +22538,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -20382,12 +22553,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -20395,43 +22566,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -20441,13 +22612,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -20458,56 +22629,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -20515,32 +22686,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -20549,7 +22720,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -20557,7 +22728,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -20565,11 +22736,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -20578,7 +22749,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -20587,14 +22758,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -20602,11 +22773,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -20617,14 +22788,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -20632,60 +22803,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "Transfer Akun" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "Tingkat Konversi" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -20697,11 +22868,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -20714,32 +22885,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -20749,7 +22920,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -20762,7 +22933,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -20773,7 +22944,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -20786,7 +22957,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -20797,26 +22968,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -20825,21 +22996,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "" @@ -20847,11 +23018,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -20865,14 +23036,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -20883,36 +23054,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -20920,11 +23091,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -20937,12 +23108,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -21034,34 +23205,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -21076,16 +23247,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -21099,11 +23270,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -21117,7 +23288,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -21127,17 +23298,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -21151,23 +23322,23 @@ msgid "" "code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -21178,7 +23349,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -21188,16 +23359,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -21209,55 +23380,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -21269,11 +23440,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "Klaim" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -21288,7 +23459,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -21296,12 +23467,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21309,7 +23480,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21317,14 +23488,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21334,46 +23505,46 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -21384,13 +23555,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -21401,7 +23572,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -21411,18 +23582,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -21431,7 +23602,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -21439,7 +23610,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -21449,7 +23620,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -21457,18 +23628,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21476,7 +23647,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21486,7 +23657,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -21500,7 +23671,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -21514,7 +23685,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -21524,11 +23695,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -21538,7 +23709,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -21546,18 +23717,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21565,13 +23736,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21581,14 +23752,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -21596,11 +23767,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -21611,11 +23782,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21627,11 +23798,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -21642,32 +23813,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -21680,20 +23851,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -21706,12 +23877,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -21722,7 +23893,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -21734,31 +23905,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -21770,31 +23941,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -21802,23 +23973,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -21826,7 +23997,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -21839,21 +24010,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -21864,17 +24035,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -21885,7 +24056,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -21893,11 +24064,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -21909,19 +24080,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -21933,18 +24104,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "Pengembalian" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -21956,7 +24127,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -21966,24 +24137,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -21991,7 +24162,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -22006,11 +24177,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -22019,13 +24190,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -22036,7 +24207,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -22047,7 +24218,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -24098,8 +26269,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" @@ -25614,7 +27785,6 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -31579,7 +33749,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -32173,13 +34343,11 @@ msgid "Spain" msgstr "Spanyol" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" +msgid "Spanish chart of accounts" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 @@ -32196,39 +34364,57 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 -msgid "Tax Report (Modelo 111)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 -msgid "Tax Report (Modelo 115)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +msgid "Tax Report (Modelo 111)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 +msgid "Tax Report (Modelo 115)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "Switzerland" @@ -32432,17 +34618,6 @@ msgstr "" msgid "TVA 7.7%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "Pembelian" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -33112,10 +35287,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "Penggajian" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -33579,6 +35750,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -33586,6 +35758,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -33610,7 +35783,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -34176,10 +36348,10 @@ msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -34598,8 +36770,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -35244,17 +37416,26 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -35751,30 +37932,37 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " "saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -36378,11 +38566,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "Contoh" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -36391,7 +38592,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -36401,40 +38602,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "Peran-Peran" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -36445,11 +38647,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -36458,28 +38660,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -36487,7 +38689,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -36495,7 +38697,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -36507,28 +38709,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -36537,7 +38739,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -36548,7 +38750,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -36556,11 +38758,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -36569,7 +38771,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -36580,76 +38782,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -36657,20 +38860,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -36678,33 +38881,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -36712,19 +38915,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -36734,7 +38937,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/id/LC_MESSAGES/inventory_and_mrp.po b/locale/id/LC_MESSAGES/inventory_and_mrp.po index 3895fc0d8..6ff938fcc 100644 --- a/locale/id/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/id/LC_MESSAGES/inventory_and_mrp.po @@ -6,16 +6,16 @@ # Translators: # Abe Manyo, 2023 # Edi Santoso , 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -51,52 +51,269 @@ msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" +msgid "Apply inventory adjustments with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 @@ -996,6 +1213,9 @@ msgstr "Nomor Lot" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1025,6 +1245,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1335,141 +1556,661 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "Penerimaan" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "Order Pengiriman" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "Transfer Internal" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" +msgid "Create and process transfers with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 @@ -2904,79 +3645,169 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" +msgid "Difference between lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "Pengantar" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 -msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "Bisa Ditelusuri" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 @@ -3486,16 +4317,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3505,10 +4326,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3623,23 +4440,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3647,13 +4464,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3662,7 +4479,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3675,7 +4492,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3683,19 +4500,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3707,7 +4524,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3715,7 +4532,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3730,13 +4547,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -3745,51 +4562,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -3799,14 +4616,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -3814,7 +4631,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -3823,12 +4640,12 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -3840,7 +4657,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -3849,38 +4666,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -3890,7 +4707,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -3902,39 +4719,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -3942,7 +4759,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -3952,10 +4769,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -4478,6 +5293,11 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -4838,7 +5658,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "" @@ -6094,7 +6914,7 @@ msgstr "Terima barang langsung (1 langkah)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "" @@ -6109,7 +6929,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6171,11 +6991,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "Kirimkan barang secara langsung (1 langkah)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6184,7 +7004,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6195,7 +7015,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6206,12 +7026,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6221,7 +7041,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6557,49 +7377,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6613,7 +7441,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6622,7 +7450,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6631,7 +7459,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6642,7 +7470,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6655,11 +7483,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -6668,7 +7496,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -6683,11 +7511,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -6695,7 +7523,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8461,6 +9289,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "Workflow" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -8594,6 +9589,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9126,6 +10122,624 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "Tanggal kadaluwarsa" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -9575,44 +11189,102 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "Berdasarkan pada" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -9621,633 +11293,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" +msgstr "Lokasi Terdekat" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "" +msgid "Least Packages" +msgstr "Paket Paling Sedikit" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "Nomor Seri & Lot" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "Kemasan" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "Lokasi Terdekat" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -10703,10 +11947,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "Kemasan" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12010,20 +13250,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12032,14 +13272,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -14920,8 +16160,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -14930,53 +16171,320 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 @@ -15572,10 +17080,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "Bisa Ditelusuri" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/id/LC_MESSAGES/sales.po b/locale/id/LC_MESSAGES/sales.po index 361a244c3..b69fedc2e 100644 --- a/locale/id/LC_MESSAGES/sales.po +++ b/locale/id/LC_MESSAGES/sales.po @@ -6,16 +6,17 @@ # Translators: # Wongcie Cahyono, 2023 # Abe Manyo, 2023 -# Wil Odoo, 2023 +# Muftiara Syuhada , 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -39,6 +40,10 @@ msgid "" "the pipeline and manage your day-to-day activities with meetings and next " "activities." msgstr "" +"**Odoo CRM ** membantu Anda mengatur aktivitas penjualan Anda: melacak " +"prospek, menyelesaikan peluang, dan mendapatkan perkiraan yang akurat. Jaga " +"agar peluang tetap terorganisir dengan pipeline dan kelola aktivitas sehari-" +"hari Anda dengan meeting dan aktivitas berikutnya." #: ../../content/applications/sales/crm.rst:15 msgid "`Odoo Tutorials: CRM `_" @@ -46,27 +51,20 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads.rst:5 msgid "Acquire leads" -msgstr "" +msgstr "Memperoleh prospek" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" -msgstr "" +msgstr "Ubah prospek menjadi peluang" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -91,80 +89,200 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "Konfigurasi" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 -msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 +msgid "" +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" -msgstr "" +msgstr "Ubah prospek menjadi peluang" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 @@ -467,6 +585,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Harga" @@ -6893,14 +7012,16 @@ msgid "Rental" msgstr "Rental" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" #: ../../content/applications/sales/rental.rst:11 @@ -6912,143 +7033,507 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" +msgid "Dashboard" msgstr "" -#: ../../content/applications/sales/rental.rst:22 +#: ../../content/applications/sales/rental.rst:19 msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" #: ../../content/applications/sales/rental.rst:37 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "Pengaturan" + +#: ../../content/applications/sales/rental.rst:39 msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." msgstr "" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "" - -#: ../../content/applications/sales/rental.rst:44 -msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:46 -msgid "Only one price line is used." -msgstr "" - -#: ../../content/applications/sales/rental.rst:47 -msgid "The cheapest line is selected." +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." msgstr "" #: ../../content/applications/sales/rental.rst:50 -msgid "Consider the following rental pricing configuration for a product:" +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." msgstr "" #: ../../content/applications/sales/rental.rst:52 -msgid "1 day: $100" -msgstr "" - -#: ../../content/applications/sales/rental.rst:53 -msgid "3 days: $250" +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." msgstr "" #: ../../content/applications/sales/rental.rst:54 -msgid "1 week: $500" +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "Reservasi" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 +msgid "Only one price line is used." +msgstr "" + +#: ../../content/applications/sales/rental.rst:125 +msgid "The cheapest line is selected." +msgstr "" + +#: ../../content/applications/sales/rental.rst:128 +msgid "Consider the following rental pricing configuration for a product:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:130 +msgid "1 day: $100" +msgstr "" + +#: ../../content/applications/sales/rental.rst:131 +msgid "3 days: $250" +msgstr "" + +#: ../../content/applications/sales/rental.rst:132 +msgid "1 week: $500" +msgstr "" + +#: ../../content/applications/sales/rental.rst:134 +msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" msgstr "" -#: ../../content/applications/sales/rental.rst:96 +#: ../../content/applications/sales/rental.rst:252 msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." msgstr "" #: ../../content/applications/sales/sales.rst:10 @@ -7067,285 +7552,339 @@ msgid "Amazon Connector" msgstr "Amazon Connector" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" +msgid "Amazon Connector features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" +msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" +msgid "The Amazon Connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" +msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" +msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" +msgid "gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "**Shipping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "Biaya-Biaya" - #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "**Gift Wrapping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" +msgid "Synchronize unshipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" +msgid "**Shipping**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "**Gift Wrapping**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" +msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" +msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -7358,121 +7897,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" @@ -7701,7 +8324,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "" @@ -7756,137 +8378,1267 @@ msgstr "" msgid "eBay Connector" msgstr "Konektor eBay" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 +msgid "" +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" +msgid "Listing without variation" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" +msgid "eBay connector setup" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" +msgid "Overview" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" +msgid "eBay - Odoo linked fields" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 -msgid "Accept account deletion notifications" +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "Durasi" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "Negara" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "Token" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 +msgid "Accept account deletion notifications" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -7894,154 +9646,181 @@ msgid "" "request and take further action if necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "" @@ -10955,12 +12734,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "Pengaturan" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -12132,311 +13905,767 @@ msgid "Manage your products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" +msgid "Import products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" +msgid "" +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 -msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" +msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 -msgid "" -"Go to the `Google Cloud Platform API & Services " -"`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"Go to the `Google Cloud Platform API & Services " +"`_ page to generate Google Custom " +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 +msgid "" +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" +msgid "API & Services page on Google Cloud Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" +msgid "The API key created pop-up window that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 +msgid "" +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 -msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -13558,7 +15787,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -13689,7 +15918,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -13706,7 +15935,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -13737,7 +15966,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -13758,7 +15987,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -14584,41 +16813,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -14626,12 +16833,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -14640,37 +16852,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -14679,25 +16928,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -14705,19 +16950,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -14726,13 +16971,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -14740,24 +16985,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -14765,7 +17010,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -14776,7 +17021,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -14784,136 +17029,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -14923,7 +17095,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -14934,6 +17106,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Langganan" @@ -15196,25 +17389,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr "" @@ -15949,113 +18142,140 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" +msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 @@ -16257,114 +18477,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" +msgid "Activation of the discount option in Odoo Sales." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 +#: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" diff --git a/locale/it/LC_MESSAGES/finance.po b/locale/it/LC_MESSAGES/finance.po index 89ec3ab53..d210ef68b 100644 --- a/locale/it/LC_MESSAGES/finance.po +++ b/locale/it/LC_MESSAGES/finance.po @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Sergio Zanchetta , 2023\n" "Language-Team: Italian (https://app.transifex.com/odoo/teams/41243/it/)\n" @@ -173,7 +173,9 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "Rendiconto" @@ -185,7 +187,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -367,34 +369,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -535,8 +537,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -547,28 +549,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -965,9 +972,9 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 @@ -1819,7 +1826,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "" @@ -2597,10 +2604,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "" @@ -2616,10 +2621,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2628,10 +2631,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2667,8 +2668,8 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -2686,6 +2687,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -2701,7 +2708,7 @@ msgstr "Vendite" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -2876,7 +2883,7 @@ msgid ":doc:`payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr "" @@ -3475,350 +3482,407 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "Prerequisiti" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" +msgid "" +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" +msgid "Deferred revenue report" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "Crea nuova voce" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "Modelli per risconto passivo" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 +msgid "" +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 @@ -3975,7 +4039,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4047,48 +4111,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4098,26 +4226,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "" @@ -4297,22 +4613,48 @@ msgstr "" msgid ":doc:`../reporting/intrastat`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 -msgid "Define an Incoterm" +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +msgid "Define an Incoterm" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 -msgid "Default Incoterm configuration" +msgid "Incoterm location" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 +msgid "Default Incoterm configuration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 +msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " ":menuselection:`Accounting/Invoicing --> Configuration --> Settings`, scroll" @@ -5275,6 +5617,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "Piano dei conti" @@ -6372,7 +6715,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -6485,11 +6828,12 @@ msgstr "Tipi conto" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "Stato patrimoniale" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "Cespiti" @@ -6594,70 +6938,64 @@ msgstr "Altro" msgid "Off-Balance Sheet" msgstr "Fuori bilancio" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "Etichette" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "Gruppi del conto" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -6667,17 +7005,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -6691,7 +7029,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -6702,17 +7040,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -6720,7 +7058,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -6731,11 +7069,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "Non attivo" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -6743,29 +7081,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7300,7 +7638,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -7527,22 +7865,23 @@ msgstr "Pagamenti" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 @@ -7550,9 +7889,6 @@ msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -7568,174 +7904,195 @@ msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:39 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" +msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -7779,11 +8136,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -7795,7 +8152,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -7805,17 +8162,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -7828,13 +8185,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr "" @@ -8544,253 +8901,91 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -8977,69 +9172,75 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " "module is required to print U.S. checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "Stati Uniti" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -9047,11 +9248,11 @@ msgid "" " :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -9059,7 +9260,7 @@ msgid "" "reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -11291,6 +11492,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "Prerequisiti" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "Periodicità dichiarazione fiscale" @@ -11432,7 +11638,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" @@ -11688,9 +11894,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11700,10 +11907,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11712,444 +11919,458 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" +msgid "Activate sales taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "Nome imposta" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "Calcolo imposta" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " ":ref:`affects the base of the subsequent ones `." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "Imposta" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "Totale" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:102 +msgid "" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "1,100.00" +msgstr "" + #: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" +msgid "**Percentage of Price Tax Included**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 -msgid "1,100.00" +msgid "111.11" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:127 +msgid "1,111.11" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:130 -msgid "**Percentage of Price Tax Included**" +msgid "**Python code**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:132 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:138 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "1,111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "Attivo" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "Ambito imposta" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:177 -msgid "Definition tab" +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:179 +msgid "Definition tab" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "Etichetta su fatture" - #: ../../content/applications/finance/accounting/taxes.rst:204 +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" +msgid "The label on invoices is displayed on each invoice line" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "Gruppo imposta" +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:216 +#: ../../content/applications/finance/accounting/taxes.rst:217 msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "Includere nel costo analitico" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "Compresa nel prezzo" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "Determinare imponibile imposte successive" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -12160,15 +12381,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr "" @@ -12261,6 +12486,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -12999,78 +13225,55 @@ msgstr "Imposte alla fonte" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 @@ -13079,13 +13282,20 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr "" @@ -13160,7 +13370,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "Fatture fornitore" @@ -13179,6 +13389,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -13408,6 +13622,12 @@ msgstr "Decrescente" msgid "Declining Then Straight Line" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -13418,6 +13638,13 @@ msgstr "" msgid "Configure an Assets Account" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "" @@ -13428,12 +13655,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "" @@ -13447,12 +13672,10 @@ msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -13468,18 +13691,29 @@ msgid "" "automation>` for these products." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " "click on the account, and select the right one." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "Crea nuova voce" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -13515,6 +13749,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -13696,6 +13934,13 @@ msgid "" "with the right asset account." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "" @@ -13715,6 +13960,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -13740,243 +13989,189 @@ msgid "" "account`)." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" +msgid "Deferred expenses" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "Modelli per risconto attivo" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 -msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 -msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 @@ -14224,8 +14419,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -14282,6 +14477,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -16618,7 +16815,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "" @@ -16701,7 +16898,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "" @@ -16868,7 +17065,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "" @@ -17933,29 +18130,1654 @@ msgstr "" msgid "Australia" msgstr "Australia" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "Retribuzione australiana con Employment Hero" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "Acquisti" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "Libro paga" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "Retribuzione australiana con Employment Hero" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -17968,7 +19790,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -17978,13 +19800,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -17994,15 +19819,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -18015,20 +19840,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -18038,7 +19863,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -18134,7 +19959,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -18152,22 +19977,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -18228,7 +20053,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -18334,12 +20159,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -18439,10 +20258,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -18685,12 +20500,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Fatturazione elettronica" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -18699,38 +20883,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr ":doc:`../accounting/customer_invoices/electronic_invoicing`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -18738,7 +20922,7 @@ msgid "" "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -18746,76 +20930,76 @@ msgid "" "`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "Certificati" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -18823,52 +21007,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -18877,7 +21061,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -18885,17 +21069,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -18904,7 +21088,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -18952,7 +21136,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -18967,25 +21151,25 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "Box IoT" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -18993,19 +21177,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -19017,7 +21201,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -19025,17 +21209,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -19583,10 +21767,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -19762,7 +21942,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -19993,7 +22173,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -20023,7 +22203,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -20038,12 +22218,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -20056,24 +22234,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -20081,110 +22252,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -20192,11 +22363,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -20205,15 +22376,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -20221,11 +22392,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -20235,50 +22406,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -20289,29 +22460,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -20319,19 +22490,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "Certificato" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -20339,24 +22510,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -20367,13 +22538,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -20382,12 +22553,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -20395,43 +22566,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -20441,13 +22612,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -20458,56 +22629,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -20515,32 +22686,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -20549,7 +22720,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -20557,7 +22728,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -20565,11 +22736,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -20578,7 +22749,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -20587,14 +22758,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -20602,11 +22773,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -20617,14 +22788,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -20632,60 +22803,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "Conti trasferimento" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "Tasso di cambio" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -20697,11 +22868,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -20714,32 +22885,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -20749,7 +22920,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -20762,7 +22933,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -20773,7 +22944,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -20786,7 +22957,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -20797,26 +22968,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -20825,21 +22996,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "" @@ -20847,11 +23018,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -20865,14 +23036,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -20883,36 +23054,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -20920,11 +23091,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -20937,12 +23108,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -21034,34 +23205,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -21076,16 +23247,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "Casi d'uso" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -21099,11 +23270,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -21117,7 +23288,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -21127,17 +23298,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -21151,23 +23322,23 @@ msgid "" "code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -21178,7 +23349,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -21188,16 +23359,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -21209,55 +23380,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -21269,11 +23440,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "Richiedi" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -21288,7 +23459,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -21296,12 +23467,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21309,7 +23480,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21317,14 +23488,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21334,46 +23505,46 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -21384,13 +23555,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -21401,7 +23572,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -21411,18 +23582,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -21431,7 +23602,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -21439,7 +23610,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -21449,7 +23620,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -21457,18 +23628,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21476,7 +23647,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21486,7 +23657,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -21500,7 +23671,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -21514,7 +23685,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -21524,11 +23695,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -21538,7 +23709,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -21546,18 +23717,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21565,13 +23736,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21581,14 +23752,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -21596,11 +23767,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -21611,11 +23782,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21627,11 +23798,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -21642,32 +23813,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -21680,20 +23851,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -21706,12 +23877,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -21722,7 +23893,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -21734,31 +23905,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -21770,31 +23941,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -21802,23 +23973,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -21826,7 +23997,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -21839,21 +24010,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -21864,17 +24035,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -21885,7 +24056,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -21893,11 +24064,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -21909,19 +24080,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -21933,18 +24104,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "Resi" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -21956,7 +24127,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -21966,24 +24137,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -21991,7 +24162,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -22006,11 +24177,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -22019,13 +24190,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -22036,7 +24207,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -22047,7 +24218,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -24100,8 +26271,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" @@ -25616,7 +27787,6 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -31847,7 +34017,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -32441,13 +34611,11 @@ msgid "Spain" msgstr "Spagna" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" -msgstr "Piano dei conti spagnolo" +msgid "Spanish chart of accounts" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 @@ -32464,39 +34632,57 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 -msgid "Tax Report (Modelo 111)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 -msgid "Tax Report (Modelo 115)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +msgid "Tax Report (Modelo 111)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 +msgid "Tax Report (Modelo 115)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "Svizzera" @@ -32700,17 +34886,6 @@ msgstr "" msgid "TVA 7.7%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "Acquisti" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -33380,10 +35555,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "Libro paga" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -33847,6 +36018,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -33854,6 +36026,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -33878,7 +36051,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -34444,10 +36616,10 @@ msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -34866,8 +37038,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -35512,17 +37684,26 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -36019,30 +38200,37 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " "saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -36646,11 +38834,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "Modelli" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -36659,7 +38860,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -36669,40 +38870,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "Ruoli" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -36713,11 +38915,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -36726,28 +38928,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -36755,7 +38957,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -36763,7 +38965,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -36775,28 +38977,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -36805,7 +39007,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -36816,7 +39018,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -36824,11 +39026,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -36837,7 +39039,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -36848,76 +39050,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -36925,20 +39128,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -36946,33 +39149,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -36980,19 +39183,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -37002,7 +39205,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/it/LC_MESSAGES/inventory_and_mrp.po b/locale/it/LC_MESSAGES/inventory_and_mrp.po index b7e934f83..efa8f1835 100644 --- a/locale/it/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/it/LC_MESSAGES/inventory_and_mrp.po @@ -9,16 +9,16 @@ # Martin Trigaux, 2023 # Marianna Ciofani, 2023 # micheledic, 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Italian (https://app.transifex.com/odoo/teams/41243/it/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -54,52 +54,269 @@ msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" +msgid "Apply inventory adjustments with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 @@ -999,6 +1216,9 @@ msgstr "Numero lotto" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1028,6 +1248,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1338,141 +1559,661 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "Ricezioni" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "Ordini di consegna" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "Trasferimenti interni" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" +msgid "Create and process transfers with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 @@ -2907,79 +3648,169 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" +msgid "Difference between lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "Introduzione" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 -msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "Tracciabilità" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 @@ -3489,16 +4320,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3508,10 +4329,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3626,23 +4443,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3650,13 +4467,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3665,7 +4482,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3678,7 +4495,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3686,19 +4503,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3710,7 +4527,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3718,7 +4535,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3733,13 +4550,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -3748,51 +4565,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -3802,14 +4619,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -3817,7 +4634,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -3826,12 +4643,12 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -3843,7 +4660,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -3852,38 +4669,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -3893,7 +4710,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -3905,39 +4722,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -3945,7 +4762,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -3955,10 +4772,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -4481,6 +5296,11 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -4841,7 +5661,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "" @@ -6097,7 +6917,7 @@ msgstr "Ricezione diretta dei beni (1 fase)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "" @@ -6112,7 +6932,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6174,11 +6994,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "Consegna diretta dei beni (1 fase)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6187,7 +7007,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6198,7 +7018,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6209,12 +7029,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6224,7 +7044,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6560,49 +7380,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6616,7 +7444,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6625,7 +7453,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6634,7 +7462,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6645,7 +7473,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6658,11 +7486,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -6671,7 +7499,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -6686,11 +7514,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -6698,7 +7526,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8464,6 +9292,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "Flusso di lavoro" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -8597,6 +9592,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9129,6 +10125,624 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "Data di scadenza" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -9578,44 +11192,102 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "Basato su" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -9624,633 +11296,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" +msgstr "Ubicazione più vicina" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "" +msgid "Least Packages" +msgstr "Colli minimi" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "Numeri di lotto e serie" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "Colli" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "Ubicazione più vicina" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -10706,10 +11950,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "Colli" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12013,20 +13253,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12035,14 +13275,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -14923,8 +16163,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -14933,53 +16174,320 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 @@ -15575,10 +17083,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "Tracciabilità" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/it/LC_MESSAGES/sales.po b/locale/it/LC_MESSAGES/sales.po index 49a8aefd0..0fd07d8c9 100644 --- a/locale/it/LC_MESSAGES/sales.po +++ b/locale/it/LC_MESSAGES/sales.po @@ -5,21 +5,19 @@ # # Translators: # Marianna Ciofani, 2023 -# David Minneci , 2023 # Friederike Fasterling-Nesselbosch, 2023 # Sara Ciaurri , 2023 -# Martin Trigaux, 2023 # Sergio Zanchetta , 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Italian (https://app.transifex.com/odoo/teams/41243/it/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -58,19 +56,12 @@ msgstr "Convertire i Lead in opportunità" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -95,91 +86,200 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "Configurazione" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -"Per attivare questa funzionalità andare su: CRM -> Configurazione -> " -"Impostazioni e selezionare la funzione \"Contatti\"." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." msgstr "" -"A questo punto apparirà un nuovo sotto-menù chiamato \"Contatti\" sotto " -"\"Contatti\" dove si aggregheranno." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "Convertire un Contatto in Opportunità" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -"Cliccando su un \"Contatto\" è possibile convertirlo in un'opportunità e " -"decidere se assegnarlo sempre allo stesso canale/persona e se è necessario " -"creare un nuovo cliente." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -"Nel caso sia già stata creata un'opportunità con un determinato cliente, " -"Odoo dà la possibilità di unire la nuova opportunità a quella esistente. " -"Allo stesso modo Odoo permette di collegare all’opportunità un cliente " -"esistente se quel cliente è stato precedentemente inserito." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" -msgstr "Unisci Opportunità" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 @@ -482,6 +582,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Tariffazione" @@ -6926,14 +7027,16 @@ msgid "Rental" msgstr "Noleggio" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" #: ../../content/applications/sales/rental.rst:11 @@ -6945,143 +7048,507 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "Tariffazione noleggio" +msgid "Dashboard" +msgstr "" -#: ../../content/applications/sales/rental.rst:22 +#: ../../content/applications/sales/rental.rst:19 msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" #: ../../content/applications/sales/rental.rst:37 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "Impostazioni" + +#: ../../content/applications/sales/rental.rst:39 msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." msgstr "" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "" - -#: ../../content/applications/sales/rental.rst:44 -msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:46 -msgid "Only one price line is used." -msgstr "" - -#: ../../content/applications/sales/rental.rst:47 -msgid "The cheapest line is selected." +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." msgstr "" #: ../../content/applications/sales/rental.rst:50 -msgid "Consider the following rental pricing configuration for a product:" +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." msgstr "" #: ../../content/applications/sales/rental.rst:52 -msgid "1 day: $100" -msgstr "" - -#: ../../content/applications/sales/rental.rst:53 -msgid "3 days: $250" +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." msgstr "" #: ../../content/applications/sales/rental.rst:54 -msgid "1 week: $500" +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "Prenotazioni" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 +msgid "Only one price line is used." +msgstr "" + +#: ../../content/applications/sales/rental.rst:125 +msgid "The cheapest line is selected." +msgstr "" + +#: ../../content/applications/sales/rental.rst:128 +msgid "Consider the following rental pricing configuration for a product:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:130 +msgid "1 day: $100" +msgstr "" + +#: ../../content/applications/sales/rental.rst:131 +msgid "3 days: $250" +msgstr "" + +#: ../../content/applications/sales/rental.rst:132 +msgid "1 week: $500" +msgstr "" + +#: ../../content/applications/sales/rental.rst:134 +msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" msgstr "" -#: ../../content/applications/sales/rental.rst:96 +#: ../../content/applications/sales/rental.rst:252 msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." msgstr "" #: ../../content/applications/sales/sales.rst:10 @@ -7100,285 +7567,339 @@ msgid "Amazon Connector" msgstr "Integrazione con Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" +msgid "Amazon Connector features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" +msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" +msgid "The Amazon Connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" +msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" +msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" +msgid "gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "**Shipping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "Addebiti" - #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "**Gift Wrapping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" +msgid "Synchronize unshipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" +msgid "**Shipping**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "**Gift Wrapping**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" +msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" +msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -7391,121 +7912,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "Emetti fatture" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "Emetti fatture" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" @@ -7734,7 +8339,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "" @@ -7789,137 +8393,1267 @@ msgstr "" msgid "eBay Connector" msgstr "Integrazione con eBay" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 +msgid "" +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" +msgid "Listing without variation" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" +msgid "eBay connector setup" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" +msgid "Overview" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" +msgid "eBay - Odoo linked fields" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" msgstr "" +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" +msgstr "Sottotitolo" + #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 -msgid "Accept account deletion notifications" +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "Durata" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "Nazione" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "Token" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "Token utente" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 +msgid "Accept account deletion notifications" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -7927,154 +9661,181 @@ msgid "" "request and take further action if necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "" @@ -10988,12 +12749,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "Impostazioni" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -12165,311 +13920,767 @@ msgid "Manage your products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" +msgid "Import products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" +msgid "" +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 -msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" +msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 -msgid "" -"Go to the `Google Cloud Platform API & Services " -"`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"Go to the `Google Cloud Platform API & Services " +"`_ page to generate Google Custom " +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 +msgid "" +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" +msgid "API & Services page on Google Cloud Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" +msgid "The API key created pop-up window that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." -msgstr "Abilitare l'API" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 +msgid "" +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 -msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -13591,7 +15802,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -13722,7 +15933,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -13739,7 +15950,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -13770,7 +15981,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -13791,7 +16002,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -14617,41 +16828,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -14659,12 +16848,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -14673,37 +16867,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -14712,25 +16943,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -14738,19 +16965,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -14759,13 +16986,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -14773,24 +17000,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -14798,7 +17025,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -14809,7 +17036,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -14817,136 +17044,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -14956,7 +17110,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -14967,6 +17121,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Abbonamenti" @@ -15229,25 +17404,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr "" @@ -15982,113 +18157,140 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" +msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 @@ -16290,114 +18492,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" +msgid "Activation of the discount option in Odoo Sales." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 +#: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" diff --git a/locale/ja/LC_MESSAGES/finance.po b/locale/ja/LC_MESSAGES/finance.po index 320068766..381ebbdfa 100644 --- a/locale/ja/LC_MESSAGES/finance.po +++ b/locale/ja/LC_MESSAGES/finance.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Junko Augias, 2024\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" @@ -187,7 +187,9 @@ msgstr "" " --> Partner Ledger` から利用できます。" #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "レポーティング" @@ -199,7 +201,7 @@ msgstr "以下の財務 :doc:`reports ` が利用可能で #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "財務レポート" @@ -388,11 +390,11 @@ msgid "" msgstr "" "利益余剰金とは企業が留保する利益のことです。Odooはリアルタイムで当期利益を計算するため、期末仕訳や繰越は不要です。損益残高は自動的に貸借対照表レポートに報告されます。" -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "受託者" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -401,24 +403,24 @@ msgstr "" "モード :guilabel:`会計事務所` は以下から有効化できます :menuselection:`会計 --> 設定 --> 管理設定 --> " "会計事務所モード`. 有効化された時:" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "ドキュメントの付番は、全てのドキュメントで編集可能になります；" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" "guilabel:`合計(税込)`フィールドは、正しい勘定科目と税額で明細の作成を自動化することで、エンコードのスピードアップとコントロールを行います；" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr ":guilabel:`顧客請求日` と :guilabel:`仕入先請求日` はトランザクションをエンコードする際に予め入力されます。" -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -574,8 +576,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -586,28 +588,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -1039,11 +1046,10 @@ msgstr "プロキシとの接続が切断された場合、 :guilabel:`アカウ #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" -"この切断はOdooサポートによって引き起こされる可能性があります。この場合、顧客IDまたはチャターに記載されているエラーの参照を添えて、サポート`_まで直接お問い合わせ下さい。" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 msgid "Migration process for users having installed Odoo before December 2020" @@ -1980,7 +1986,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "未実現為替差損益は一旦調整されると報告されます。" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "銀行消込" @@ -2826,88 +2832,82 @@ msgstr "顧客に請求書を送付" msgid "" "After validating the customer invoice, you can directly send it to the " "customer via the 'Send by email' functionality." -msgstr "" +msgstr "顧客請求書を検証した後、'メールで送信'機能を使って顧客に直接送信することができます。" #: ../../content/applications/finance/accounting/customer_invoices.rst:103 msgid "" "A typical journal entry generated from a validated invoice will look like as" " follows:" -msgstr "" +msgstr "有効な請求書から生成される典型的な仕訳は以下のようになります:" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" -msgstr "" +msgstr "**勘定科目**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 msgid "**Partner**" -msgstr "" +msgstr "**取引先**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 msgid "**Due date**" -msgstr "" +msgstr "**期日**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 msgid "**Debit**" -msgstr "" +msgstr "**借方**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 msgid "**Credit**" -msgstr "" +msgstr "**貸方**" #: ../../content/applications/finance/accounting/customer_invoices.rst:109 #: ../../content/applications/finance/accounting/customer_invoices.rst:132 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:170 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:58 msgid "Accounts Receivable" -msgstr "" +msgstr "売掛金" #: ../../content/applications/finance/accounting/customer_invoices.rst:109 #: ../../content/applications/finance/accounting/customer_invoices.rst:111 #: ../../content/applications/finance/accounting/customer_invoices.rst:130 #: ../../content/applications/finance/accounting/customer_invoices.rst:132 msgid "Agrolait" -msgstr "" +msgstr "Agrolait" #: ../../content/applications/finance/accounting/customer_invoices.rst:109 msgid "01/07/2015" -msgstr "" +msgstr "01/07/2015" #: ../../content/applications/finance/accounting/customer_invoices.rst:109 #: ../../content/applications/finance/accounting/customer_invoices.rst:130 #: ../../content/applications/finance/accounting/customer_invoices.rst:132 msgid "115" -msgstr "" +msgstr "115" #: ../../content/applications/finance/accounting/customer_invoices.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -2925,6 +2925,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -2940,7 +2946,7 @@ msgstr "販売" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -2955,11 +2961,12 @@ msgid "" "reconciliation, the invoice will remain in the Open state until you have " "entered the payment." msgstr "" +"Odooでは、関連する会計仕訳と支払仕訳が消込された時点で請求書が支払われたとみなされます。消込が行われていない場合、支払を仕訳するまで請求書は未決済のままとなります。" #: ../../content/applications/finance/accounting/customer_invoices.rst:124 msgid "" "A typical journal entry generated from a payment will look like as follows:" -msgstr "" +msgstr "支払から発生する典型的な仕訳は以下のようになります:" #: ../../content/applications/finance/accounting/customer_invoices.rst:130 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 @@ -2972,7 +2979,7 @@ msgstr "銀行" #: ../../content/applications/finance/accounting/customer_invoices.rst:136 msgid "Receive a partial payment through the bank statement" -msgstr "" +msgstr "銀行明細書による一部支払いの受領" #: ../../content/applications/finance/accounting/customer_invoices.rst:138 msgid "" @@ -2980,12 +2987,13 @@ msgid "" "in from a csv file or from several other predefined formats according to " "your accounting localisation." msgstr "" +"Odooでは銀行取引明細を手動で入力することもできますし、csvファイルや会計のローカライズに応じたその他の定義済みフォーマットからインポートすることもできます。" #: ../../content/applications/finance/accounting/customer_invoices.rst:142 msgid "" "Create a bank statement from the accounting dashboard with the related " "journal and enter an amount of $100 ." -msgstr "" +msgstr "会計ダッシュボードから、関連する仕訳とともに銀行取引明細書を作成し、100ドルを入力します。" #: ../../content/applications/finance/accounting/customer_invoices.rst:148 msgid "Reconcile" @@ -2993,13 +3001,13 @@ msgstr "消込" #: ../../content/applications/finance/accounting/customer_invoices.rst:150 msgid "Now let's reconcile!" -msgstr "" +msgstr "では消込しましょう！" #: ../../content/applications/finance/accounting/customer_invoices.rst:154 msgid "" "You can now go through every transaction and reconcile them or you can mass " "reconcile with instructions at the bottom." -msgstr "" +msgstr "これで、全ての取引に目を通して消込することができます。また、下部にある指示に従って一括消込することもできます。" #: ../../content/applications/finance/accounting/customer_invoices.rst:156 msgid "" @@ -3007,12 +3015,13 @@ msgid "" "display \"You have outstanding payments for this customer. You can reconcile" " them to pay this invoice. \"" msgstr "" +"シートの項目を消込すると、関連する請求書に\"この顧客の未払金があります。この請求書を支払うために、それらを消込することができます\"と表示されます。" #: ../../content/applications/finance/accounting/customer_invoices.rst:164 msgid "" "Apply the payment. Below, you can see that the payment has been added to the" " invoice." -msgstr "" +msgstr "支払を適用して下さい。下図のように、請求書に支払が追加されました。" #: ../../content/applications/finance/accounting/customer_invoices.rst:170 msgid "Payment Followup" @@ -3024,6 +3033,7 @@ msgid "" "Therefore, collectors must make every effort to collect money and collect it" " faster." msgstr "" +"顧客が請求書を後払いにする傾向はますます強まっています。したがって、支払を受ける側は集金にあらゆる努力を払い、より迅速に集金しなければならなりません。" #: ../../content/applications/finance/accounting/customer_invoices.rst:176 msgid "" @@ -3034,28 +3044,29 @@ msgid "" "passed a certain number of days. If there are other overdue invoices for the" " same customer, the actions of the most overdue invoice will be executed." msgstr "" +"Odooはフォローアップ戦略の定義をサポートします。未払請求書の支払を顧客に促すために、顧客の延滞度合いに応じて異なるアクションを定義することができます。これらのアクションは、請求書の支払期日が一定の日数を経過した場合にトリガされるフォローアップレベルに集約されています。同じ顧客で他に延滞している請求書がある場合、最も延滞している請求書のアクションが実行されます。" #: ../../content/applications/finance/accounting/customer_invoices.rst:184 msgid "" "By going to the customer record and diving into the \"Overdue Payments\" you" " will see the follow-up message and all overdue invoices." -msgstr "" +msgstr "顧客レコードに移動し、\"滞納支払\"に入ると、フォローアップメッセージと全ての延滞請求書が表示されます。" #: ../../content/applications/finance/accounting/customer_invoices.rst:194 msgid "Customer aging report:" -msgstr "" +msgstr "顧客エイジングレポート:" #: ../../content/applications/finance/accounting/customer_invoices.rst:196 msgid "" "The customer aging report will be an additional key tool for the collector " "to understand the customer credit issues, and to prioritize their work." -msgstr "" +msgstr "顧客エイジングレポートは、集金側が顧客の貸勘定に関わる問題を理解し、業務の優先順位をつけるための、さらなる重要なツールとなります。" #: ../../content/applications/finance/accounting/customer_invoices.rst:200 msgid "" "Use the aging report to determine which customers are overdue and begin your" " collection efforts." -msgstr "" +msgstr "エイジングレポートを使用して、どの顧客が延滞しているかを見極め、回収活動を開始しましょう。" #: ../../content/applications/finance/accounting/customer_invoices.rst:208 msgid "" @@ -3063,24 +3074,24 @@ msgid "" "Ultimately, this gives you a clear image of your Net Profit and Loss. It is " "sometimes referred to as the \"Income Statement\" or \"Statement of Revenues" " and Expenses.\"" -msgstr "" +msgstr "損益計算書には、収益と費用の詳細が表示されます。最終的に純損益の明確なイメージを得ることができます。" #: ../../content/applications/finance/accounting/customer_invoices.rst:218 msgid "" "The balance sheet summarizes your company's liabilities, assets and equity " "at a specific moment in time." -msgstr "" +msgstr "貸借対照表は、特定の時点における企業の負債、資産、資本をまとめたものです。" #: ../../content/applications/finance/accounting/customer_invoices.rst:225 msgid "" "For example, if you manage your inventory using the perpetual accounting " "method, you should expect a decrease in account \"Current Assets\" once the " "material has been shipped to the customer." -msgstr "" +msgstr "例えば、継続記録法で在庫を管理している場合、材料が顧客に出荷されると、勘定科目の\"流動資産\"が減少するはずです。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:3 msgid "Cash discounts and tax reduction" -msgstr "" +msgstr "現金割引と減税" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:5 msgid "" @@ -3090,34 +3101,35 @@ msgid "" "are applied if the customer pays within a specified time. Cash discounts can" " help a company maintain a steady cash flow." msgstr "" +"**現金割引**は、顧客が請求書を速やかに支払う場合のインセンティブとして提供される商品またはサービスに対して支払うべき金額の減額です。これらの割引は、通常、請求書総額の一定割合であり、顧客が指定された時間内に支払った場合に適用されます。現金割引は、企業が安定したキャッシュフローを維持するのに役立ちます。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:11 msgid "" "You issue a €100 invoice on the 1st of January. The full payment is due " "within 30 days, and you also offer a 2% discount if your customer pays you " "within seven days." -msgstr "" +msgstr "1月1日に100ユーロの請求書を発行します。全額の支払は30日以内とし、顧客が7日以内に支払えば2％の割引を適用します。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:14 msgid "" "The customer can pay €98 up to the 8th of January. After that date, they " "would have to pay €100 by the 31st of January." -msgstr "" +msgstr "1月8日までであれば98ユーロの支払でよく、それ以降は1月31日までに100ユーロを支払う必要があります。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:17 msgid "" "A :ref:`tax reduction ` can also be applied " "depending on the country or region." -msgstr "" +msgstr ":ref:`減税 ` は国または地域によって適用されます。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:21 msgid ":doc:`payment_terms`" -msgstr "" +msgstr ":doc:`payment_terms`" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" -msgstr "" +msgstr ":doc:`../payments`" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:29 msgid "" @@ -3128,10 +3140,14 @@ msgid "" "discount percentage, discount days, and :ref:`tax reduction ` fields." msgstr "" +"顧客に現金割引を適用するには、まず :ref:`損益勘定 ` " +"を確認する必要があります。次に、 :ref:`支払条件 ` を設定し、 " +":guilabel:`早期割引` チェックボックスをチェックし、割引率、割引日数、 :ref:`減税` フィールドを入力して現金割引を追加します。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:38 msgid "Cash discount gain/loss accounts" -msgstr "" +msgstr "現金割引損益勘定" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:40 msgid "" @@ -3139,6 +3155,7 @@ msgid "" "benefits from the cash discount or not. This inevitably leads to gains and " "losses, which are recorded on default accounts." msgstr "" +"現金割引では、顧客が現金割引の恩恵を受けるかどうかによって、得られる金額が決まります。このため、必然的に損益が発生し、デフォルト勘定に計上されます。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:43 msgid "" @@ -3147,6 +3164,8 @@ msgid "" " accounts you want to use for the :guilabel:`Cash Discount Gain account` and" " :guilabel:`Cash Discount Loss account`." msgstr "" +"これらの口座を変更するには :menuselection:`会計 --> 設定 --> 管理設定` に進み、 :guilabel:`デフォルト勘定科目`" +" セクションで :guilabel:`現金割引利得勘定` と :guilabel:`現金損失勘定` に使用する勘定科目を選択します。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:50 msgid "Payment terms" @@ -3160,16 +3179,21 @@ msgid "" "percentage, discount days, and :ref:`tax reduction ` fields." msgstr "" +"現金割引は :doc:`支払条件 ` で定義されます。menuselection:`会計 --> 設定 --> " +"支払条件`にアクセスして、割引率、割引日数、および :ref:`減税 ` " +"フィールドを記入して下さい。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst-1 msgid "" "Configuration of payment terms named \"2/7 Net 30\". The field \"Description on Invoices\"\n" "reads: \"Payment terms: 30 Days, 2% Early Payment Discount under 7 days\"." msgstr "" +" \"2/7 Net 30\"という名の支払条件の設定。フィールド\"請求書上の説明\"\n" +"には \"支払条件: 30日間、 7日以内の支払に対する早期支払値引2％\"と表示されます。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:64 msgid "Tax reductions" -msgstr "" +msgstr "減税" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:66 msgid "" @@ -3177,6 +3201,7 @@ msgid "" "can vary, which can lead to a **tax reduction**. Since tax reductions are " "set on individual payment terms, each term can use a specific tax reduction." msgstr "" +"国や地域によって、税金の計算に使用される基準額が異なる場合があり、**減税**につながる可能性があります。減税は個々の支払条件で設定されるため、各期間で特定の減税を使用することができます。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:70 msgid "" @@ -3184,6 +3209,8 @@ msgid "" " :guilabel:`Early Discount` checkbox enabled, and select one of the three " "following options:" msgstr "" +"減税の適用方法を設定するには、 :guilabel:`早期支払値引` " +"チェックボックスが有効になっている支払期間に移動し、以下の3つのオプションのいずれかを選択します：" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:75 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:94 @@ -3194,7 +3221,7 @@ msgstr "常に (請求時)" msgid "" "The tax is always reduced. The base amount used to compute the tax is the " "discounted amount, whether the customer benefits from the discount or not." -msgstr "" +msgstr "税金は常に減額されます。税額の計算に使用される基準額は、顧客が割引の恩恵を受けるかどうかにかかわらず、割引後の金額です。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:80 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:109 @@ -3208,6 +3235,7 @@ msgid "" "reduction, then the tax is reduced. This means that, depending on the " "customer, the tax amount can vary after the invoice is issued." msgstr "" +"税額が軽減されるのは、顧客が早期に支払った場合のみです。税額の計算に使用される基準額は、売上と同じです。もし顧客が減額の恩恵を受ければ、税額も減額されます。つまり、顧客によっては、請求書発行後に税額が変動する可能性があります。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:84 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:124 @@ -3218,7 +3246,7 @@ msgstr "しない" msgid "" "The tax is never reduced. The base amount used to compute the tax is the " "full amount, whether the customer benefits from the discount or not." -msgstr "" +msgstr "税金が減額されることはありません。税額の計算に使用される基準額は、顧客が割引の恩恵を受けるかどうかにかかわらず、全額です。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:88 msgid "" @@ -3226,19 +3254,20 @@ msgid "" "tax rate. The full payment is due within 30 days, and you also offer a 2% " "discount if your customer pays you within seven days." msgstr "" +"1月1日に税率21％の100ユーロの請求書(税別)を発行します。全額の支払は30日以内とし、顧客が7日以内に支払う場合は2％の割引を適用します。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:99 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:114 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:130 msgid "Due date" -msgstr "" +msgstr "期日" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:100 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:115 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:130 msgid "Total amount due" -msgstr "" +msgstr "支払額合計" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:101 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:116 @@ -3250,49 +3279,49 @@ msgstr "計算" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:117 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:132 msgid "8th of January" -msgstr "" +msgstr "1月8日" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:103 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:118 msgid "€118.58" -msgstr "" +msgstr "€118.58" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:104 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:119 msgid "€98 + (21% of €98)" -msgstr "" +msgstr "€98 + (€98の21%)" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:105 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:120 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:135 msgid "31st of January" -msgstr "" +msgstr "1月31日" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:106 msgid "€120.58" -msgstr "" +msgstr "€120.58" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:107 msgid "€100 + (21% of €98)" -msgstr "" +msgstr "€100 + (€98の21%)" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:121 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:136 msgid "€121.00" -msgstr "" +msgstr "€121.00" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:122 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:137 msgid "€100 + (21% of €100)" -msgstr "" +msgstr "€100 + (€100の21%)" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:133 msgid "€119.00" -msgstr "" +msgstr "€119.00" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:134 msgid "€98 + (21% of €100)" -msgstr "" +msgstr "€98 + (€100の21%)" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:140 msgid "" @@ -3300,6 +3329,8 @@ msgid "" " are correctly computed according to the :ref:`type of tax reduction ` you configured." msgstr "" +"ref:`税額グリッド`は、設定した :ref:`減税の種類` に従って正しく計算されます。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:143 msgid "" @@ -3307,10 +3338,12 @@ msgid "" " depending on your :ref:`fiscal localization package " "`." msgstr "" +"**現金割引減税の種類**は、 :ref:会計ローカリゼーションパッケージ ` " +"に応じて、あらかじめ正しく設定されている可能性があります。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:149 msgid "Apply a cash discount to a customer invoice" -msgstr "" +msgstr "顧客の請求書に現金割引を適用する" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:151 msgid "" @@ -3319,6 +3352,8 @@ msgid "" "computes the correct amounts, tax amounts, due dates, and accounting " "records." msgstr "" +"顧客請求書で、 :ref:`作成した支払条件`を選択して現金割引を適用します。Odooは自動的に正しい金額、税額、支払期日、会計記録を計算します。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:155 msgid "" @@ -3326,12 +3361,16 @@ msgid "" "details by clicking on the \"toggle\" button and adding the " ":guilabel:`Discount Date` and :guilabel:`Discount Amount` columns." msgstr "" +"guilabel:`仕訳帳項目`タブの下にある \"トグル\"ボタンをクリックし、 :guilabel:`割引日`と " +":guilabel:`割引額`カラムを追加することで、割引の詳細を表示することができます。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst-1 msgid "" "An invoice of €100.00 with \"2/7 Net 30\" selected as payment terms. The \"Journal Items\" tab\n" "is open, and the \"Discount Date\" and \"Discount Amount\" columns are displayed." msgstr "" +"支払条件として\"2/7 Net 30\" を選択した €100.00の請求書。 \"仕訳項目\"タブ\n" +"を開き、\"割引日\"と\"割引額\"の列を表示します。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:162 msgid "" @@ -3339,16 +3378,20 @@ msgid "" " report sent to the customer if the :guilabel:`Show installment dates` " "option is checked on the payment terms." msgstr "" +"支払い条件で :guilabel:`分割払いの日程を表示する` " +"オプションがチェックされている場合、割引額と支払期日は顧客に送信される請求書レポートにも表示れます。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst-1 msgid "" "An invoice of €100.00 with the following text added to the terms and conditions: \"30\n" "Days, 2% Early Payment Discount under 7 days. 118.58 € due if paid before 01/08/2023.\"" msgstr "" +"€100.00の請求書で、利用規約に以下の文章が追加されています: \"30\n" +"30日、7日未満の早期支払割引2％。€118.58は、2023年8月1日までに支払う場合。\"" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:170 msgid "Payment reconciliation" -msgstr "" +msgstr "支払消込" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:172 msgid "" @@ -3357,6 +3400,8 @@ msgid "" "date into account to determine if the customer can benefit from the cash " "discount or not." msgstr "" +"doc:`支払 <../payments>` または :doc:`銀行取引消込 <../bank/reconciliation>` " +"を記録する際、Odooは顧客の支払日を考慮し、顧客が現金割引の恩恵を受けられるかどうかを判断します。" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:177 msgid "" @@ -3364,6 +3409,7 @@ msgid "" " always decide to mark the invoice as fully paid with a write-off or as " "partially paid." msgstr "" +"もし顧客が割引日以降に割引額を支払った場合、請求書を全額支払済として評価損を計上するか、一部支払済として計上するかをいつでも決定することができます。" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:3 msgid "Cash rounding" @@ -3373,61 +3419,61 @@ msgstr "キャッシュラウンディング" msgid "" "**Cash rounding** is required when the lowest physical denomination of " "currency, or the smallest coin, is higher than the minimum unit of account." -msgstr "" +msgstr "**現金丸め**は、通貨の最小額面または最小硬貨が口座の最小単位より高い場合に必要となります。" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:9 msgid "" "For example, some countries require their companies to round up or down the " "total amount of an invoice to the nearest five cents, when the payment is " "made in cash." -msgstr "" +msgstr "例えば、現金払いの場合、請求書の合計金額を5セント単位で切り上げるか、切り下げることを企業に要求する国もあります。" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:16 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Settings` and enable " "*Cash Rounding*, then click on *Save*." -msgstr "" +msgstr "menuselection:`会計 --> 設定 --> 管理設定`に行き、*現金丸め*を有効にし、*保存*をクリックします。" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:22 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Cash Roundings`, and " "click on *Create*." -msgstr "" +msgstr "menuselection:`会計 --> 設定 --> 現金丸め`に行き、*作成*をクリックします。" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:25 msgid "" "Define here your *Rounding Precision*, *Rounding Strategy*, and *Rounding " "Method*." -msgstr "" +msgstr "ここで、*丸め精度*、*丸め戦略*、*丸め方法*を定義します。" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:28 msgid "Odoo supports two **rounding strategies**:" -msgstr "" +msgstr "Odooは2つの**丸め戦略**をサポートしています:" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:30 msgid "" "**Add a rounding line**: a *rounding* line is added on the invoice. You have" " to define which account records the cash roundings." -msgstr "" +msgstr "**丸め行の追加**：請求書に丸め行が追加されます。どの勘定科目で現金の丸めを記録するかを定義する必要があります。" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:33 msgid "**Modify tax amount**: the rounding is applied in the taxes section." -msgstr "" +msgstr "**税額の修正**：丸めは税金セクションで適用されます。" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:36 msgid "Apply roundings" -msgstr "" +msgstr "丸めを適用" #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:38 msgid "" "When editing a draft invoice, open the *Other Info* tab, go to the " "*Accounting Information* section, and select the appropriate *Cash Rounding " "Method*." -msgstr "" +msgstr "ドラフト請求書を編集する際、*他の情報* タブを開き、*会計情報* セクションに進み、適切な*現金丸め方法* を選択します。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:3 msgid "Credit notes and refunds" -msgstr "" +msgstr "クレジット・ノートと払戻" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:5 msgid "" @@ -3435,22 +3481,24 @@ msgid "" " customer that notifies them that they have been *credited/debited* a " "certain amount." msgstr "" +" " +"**クレジット/デビット・ノート**、または**クレジット/デビット・メモ**は、顧客に発行されるドキュメントで、ある金額が*貸方記入/借方記入*されたかを通知するものです。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:8 msgid "Several use cases can lead to a credit note, such as:" -msgstr "" +msgstr "次のようないくつかの使用例が、クレジット・ノートにつながる可能性あります:" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:10 msgid "a mistake in the invoice" -msgstr "" +msgstr "請求書上の誤り" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:11 msgid "a return of the goods, or a rejection of the services" -msgstr "" +msgstr "商品の返品またはサービスの拒否" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:12 msgid "the goods delivered are damaged" -msgstr "" +msgstr "納品された商品が破損していた場合" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:14 msgid "" @@ -3458,6 +3506,7 @@ msgid "" " by customers or to vendors because of modifications to confirmed customer " "invoices or vendor bills." msgstr "" +"デビット・ノートは、あまり一般的ではありませんが、確定済の顧客請求書や仕入先請求書を修正したために、顧客や仕入先が負っている債務を追跡するために最も頻繁に使用されます。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:18 msgid "" @@ -3467,10 +3516,11 @@ msgid "" "the :doc:`return ` if a " "storable product is returned." msgstr "" +"クレジット/デビットノートを発行することは、有効な請求書をキャンセル、返金、または修正する唯一の合法的な方法です。顧客へ送金する必要がある場合、または保管可能な製品が返品された場合、:doc:`返品`を検証する必要がある場合は、その後**支払登録**することを忘れないで下さい。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:27 msgid "Issue a credit note" -msgstr "" +msgstr "クレジットノートの発行" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:29 msgid "" @@ -3479,6 +3529,8 @@ msgid "" "on :guilabel:`Create`. Filling out a credit note form works the same way as " "an invoice form." msgstr "" +"menuselection:`会計 --> 顧客 --> クレジットノート`に行き、 " +":guilabel:`作成`をクリックすることで、クレジットノートをゼロから作成することができます。クレジットノートフォームへの入力は請求書フォームと同じように行います。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:33 msgid "" @@ -3487,22 +3539,24 @@ msgid "" "--> Invoices`, open the related **customer invoice**, and click on " ":guilabel:`Credit Note`." msgstr "" +"しかし、ほとんどの場合、クレジットノートは関連する請求書から直接作成されます。そのためには、 :menuselection:`会計 --> 顧客 -->" +" 請求書`に行き、関連する**顧客請求書**を開き、 :guilabel:`クレジットノート`をクリックします。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:37 msgid "You can choose between three options:" -msgstr "" +msgstr "3つのオプションから選択できます:" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:39 msgid ":guilabel:`Partial Refund`" -msgstr "" +msgstr ":guilabel:`部分返金`" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:40 msgid ":guilabel:`Full Refund`" -msgstr "" +msgstr ":guilabel:`全額返金`" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:41 msgid ":guilabel:`Full refund and new draft invoice`" -msgstr "" +msgstr ":guilabel:`全額返金と新規ドラフト請求書`" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:44 msgid "" @@ -3510,10 +3564,12 @@ msgid "" "related document (e.g., RINV/2019/0004 is related to the invoice " "INV/2019/0004)." msgstr "" +"クレジット・ノートの連番は`R`で始まり、その後に関連ドキュメントの番号が続きます。 (例:RINV/2019/0004 is related to " +"the invoice INV/2019/0004)" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:48 msgid "Partial refund" -msgstr "" +msgstr "部分返金" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:50 msgid "" @@ -3522,14 +3578,15 @@ msgid "" "original invoice. This is the option to choose if you wish to do a partial " "refund or if you want to modify any detail of the credit note." msgstr "" +":guilabel:`部分返金`オプションを選択すると、Odooは元の請求書から必要な情報をあらかじめ入力したクレジットノートのドラフトを作成します。このオプションは部分返金を行う場合、またはクレジットノートの詳細を変更する場合に選択します。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:55 msgid "This is the only option for invoices marked as *in payment* or *paid*." -msgstr "" +msgstr "これは、*支払中*または*支払済*とマークされた請求書用の唯一のオプションです。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:58 msgid "Full refund" -msgstr "" +msgstr "全額返金" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:60 msgid "" @@ -3537,16 +3594,17 @@ msgid "" "note, automatically validates it, and reconciles it with the related " "invoice." msgstr "" +"guilabel:`全額返金`オプションを選択すると、Odooはクレジットノートを作成し、自動的にそれを検証し、関連する請求書と消込します。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst-1 msgid "Full refund credit note." -msgstr "" +msgstr "全額返金クレジットノート。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:66 msgid "" "This is the option to choose for a full refund or to **cancel** a " "*validated* invoice." -msgstr "" +msgstr "これは、全額返金または**検証済**請求書の**取消**を選択するオプションです。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:69 msgid "Full refund and new draft invoice" @@ -3559,14 +3617,16 @@ msgid "" "the related invoice, and opens a new draft invoice prefilled with the same " "details from the original invoice." msgstr "" +"guilabel:`全額返金と新規ドラフト請求書` " +"オプションを選択すると、Odooはクレジットノートを作成し、それを自動的に検証し、関連する請求書と消込し、元の請求書と同じ詳細が予め記入された新しい請求書ドラフトを開きます。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:75 msgid "This is the option to **modify** the content of a *validated* invoice." -msgstr "" +msgstr "これは、*検証済*請求書の内容を**修正**するオプションです。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:80 msgid "Issue a debit note" -msgstr "" +msgstr "デビットノートの発行" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:82 msgid "" @@ -3576,14 +3636,18 @@ msgid "" "view, click :guilabel:`Cog icon (⚙) --> Debit Note`, fill in the " "information, and click :guilabel:`Create Debit Note`." msgstr "" +"menuselection:`会計 --> 顧客 --> " +"請求書`にアクセスするか、デビットノートを発行したい関連請求書をクリックして、デビットノートをゼロから作成することができます。請求書のフォームビューで " +":guilabel:`歯車アイコン (↪So_26) --> デビットノート` をクリックし、情報を入力し、 " +":guilabel:`デビットノートを作成` をクリックします。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:88 msgid "Record a vendor refund" -msgstr "" +msgstr "仕入先返金を記録" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:90 msgid "**Vendor refunds** are recorded the same way as credit notes:" -msgstr "" +msgstr "**仕入先返金** はクレジットノートと同様の方法で記録されます:" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:92 msgid "" @@ -3592,16 +3656,19 @@ msgid "" ":guilabel:`Create`; or by opening the related **vendor bill**, and clicking " "on :guilabel:`Credit Note`." msgstr "" +"menuselection:`会計 --> 仕入先 --> 返金`に行き、 " +":guilabel:`作成`をクリックするか、関連する**業者請求書**を開き、 " +":guilabel:`クレジットノート`をクリックして、クレジットノートをゼロから作成することができます。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:97 msgid "Record a debit note" -msgstr "" +msgstr "デビットノートを記録" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:99 msgid "" "**Debit notes** from vendors are recorded in a similar way to how they are " "issued to customers:" -msgstr "" +msgstr "仕入先からの**デビットノート** は顧客に発行されるのと同様の方法で記録されます:" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:101 msgid "" @@ -3610,6 +3677,9 @@ msgid "" "--> Debit Note`. Fill in the information, and click :guilabel:`Create Debit " "Note`." msgstr "" +"menuselection:`会計 --> 取引先 --> 請求書`に移動し、デビットノートを記録したい関連請求書を開き、 " +":guilabel:`歯車アイコン (↪So_99) --> デビットノート`をクリックする。情報を入力し、 " +":guilabel:`デビットノートを作成` をクリックします。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:106 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:111 @@ -3622,29 +3692,29 @@ msgstr "仕訳帳エントリ" msgid "" "Issuing a credit/debit note from an invoice/bill creates a **reverse entry**" " that zeroes out the journal items generated by the original invoice." -msgstr "" +msgstr "請求書からクレジット/デビットノートを発行すると、元の請求書によって生成された仕訳項目がゼロになる**逆仕訳**が作成されます。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:113 msgid "The journal invoice of an entry:" -msgstr "" +msgstr "仕訳の仕訳帳請求書：" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:0 msgid "Invoice journal entry." -msgstr "" +msgstr "請求書仕訳。" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:118 msgid "" "And here is the credit note’s journal entry generated to reverse the " "original invoice above:" -msgstr "" +msgstr "そしてこれが、上記の下の請求書をリバースするために作成されたクレジットノートの仕訳です:" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:0 msgid "Credit note journal entry reverses the invoice journal entry." -msgstr "" +msgstr "クレジットノートの仕訳は、請求書仕訳を逆仕訳します。" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:3 msgid "Delivery and invoice addresses" -msgstr "" +msgstr "配送および請求先住所" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:5 msgid "" @@ -3653,10 +3723,11 @@ msgid "" "another. Odoo's **Customer Addresses** feature is designed to handle this " "scenario by making it easy to specify which address to use for each case." msgstr "" +"企業には複数の拠点があることが多く、ある住所に請求書を送り、別の住所に納品書を送るということがよくあります。Odooの**顧客住所**機能は、このようなケースに対応できるよう、それぞれの場合に使用する住所を簡単に指定できるように設計されています。" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:10 msgid ":doc:`overview`" -msgstr "" +msgstr ":doc:`概要`" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:15 msgid "" @@ -3665,6 +3736,8 @@ msgid "" ":guilabel:`Customer Invoices` section, enable :guilabel:`Customer Addresses`" " and click :guilabel:`Save`." msgstr "" +"販売オーダの請求先住所と配送先住所を設定するには、まず :menuselection:`会計 --> 設定 --> 管理設定` に進みます。セクション " +":guilabel:`顧客請求書` で :guilabel:`顧客住所` を有効にして :guilabel:`保存` をクリックします。" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:19 msgid "" @@ -3674,10 +3747,11 @@ msgid "" "will use that address by default, but any contact's address can be used " "instead." msgstr "" +"見積書とオーダにおいて、:guilabel:`請求先住所`と:guilabel:`配送先住所`のフィールドが追加されました。もし顧客の連絡先レコードに請求書または配送先住所が記載されている場合、対応するフィールドはデフォルトでその住所を使用しますが、任意の連絡先の住所を代わりに使用することもできます。" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:25 msgid "Invoice and deliver to different addresses" -msgstr "" +msgstr "請求先と配送先が異なる場合" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:27 msgid "" @@ -3686,6 +3760,8 @@ msgid "" " show both the shipping address and the invoice address to assure the " "customer that the delivery is going to the correct location." msgstr "" +"配送オーダとその配送伝票レポートは、販売オーダで :guilabel:`配送先住所` " +"として設定された住所を使用します。デフォルトでは、送り状レポートには配送先住所と送り状住所の両方が表示されます。" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:31 msgid "" @@ -3694,6 +3770,8 @@ msgid "" "email of the address set as the :guilabel:`Invoice Address` on the sales " "order." msgstr "" +"Eメールも異なるアドレスに送信されます。見積書とオーダは通常通り主な連絡先のEメールに送信されますが、請求書はオーダの " +":guilabel:`請求先住所` に設定された住所のEメールに送信されます。" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:36 msgid "" @@ -3701,368 +3779,429 @@ msgid "" ":doc:`customized using Studio " "`." msgstr "" +"納品書や請求書などのレポートは、:doc: " +"`スタジオを使用してカスタマイズできます`。" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:38 msgid "" "If :doc:`Send by Post ` is checked when you click :guilabel:`Send" " & Print`, the invoice will be mailed to the invoice address." msgstr "" +" :doc:`郵送 `がチェックされている場合、:guilabel:`送信 & " +"印刷`をクリックすると、請求書が請求先住所に送られます。" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:3 msgid "Deferred revenues" -msgstr "" +msgstr "前受収益" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "前提条件" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" +msgid "" +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" +msgid "Deferred revenue report" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "新しいエントリを作成" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "前受収益モデル" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 +msgid "" +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" -msgstr "" +msgstr "電子請求書発行 (:abbr:`EDI (電子データ交換)`)。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:5 msgid "" @@ -4073,23 +4212,24 @@ msgid "" "Various EDI file formats exist and are available depending on your company's" " country." msgstr "" +"EDI、電子データ交換とは、購買オーダや請求書などのビジネスドキュメントを標準フォーマットで企業間通信することです。EDI標準に従ってドキュメントを送信することで、メッセージを受信した機械が情報を正しく解釈できるようになります。様々なEDIファイルフォーマットが存在し、貴社の国に応じて利用可能です。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:10 msgid "" "EDI feature enables automating the administration between companies and " "might also be required by some governments for fiscal control or to " "facilitate the administration." -msgstr "" +msgstr "EDI機能は、企業間の管理の自動化を可能にし、また、財政管理や管理の円滑化のために政府によって要求される場合もあります。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:13 msgid "" "Electronic invoicing of your documents such as customer invoices, credit " "notes or vendor bills is one of the application of EDI." -msgstr "" +msgstr "顧客からの請求書、クレジットノート、仕入先請求書といったドキュメントの電子請求書発行は、EDIの適用の1つです。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:16 msgid "Odoo supports, among others, the following formats." -msgstr "" +msgstr "Odooは特に以下のフォーマットをサポートしています。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:21 msgid "Format Name" @@ -4108,7 +4248,7 @@ msgstr "Factur-X (CII)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:28 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:50 msgid "All customers" -msgstr "" +msgstr "全ての顧客" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:25 msgid "Peppol BIS Billing 3.0" @@ -4116,79 +4256,79 @@ msgstr "Peppol BIS Billing 3.0" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:27 msgid "XRechnung (UBL)" -msgstr "" +msgstr "XRechnung (UBL)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:29 msgid "Fattura PA (IT)" -msgstr "" +msgstr "Fattura PA (IT)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:30 msgid "Italian companies" -msgstr "" +msgstr "イタリア企業" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:31 msgid "CFDI (4.0)" -msgstr "" +msgstr "CFDI (4.0)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:32 msgid "Mexican companies" -msgstr "" +msgstr "メキシコ企業" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:33 msgid "Peru UBL 2.1" -msgstr "" +msgstr "Peru UBL 2.1" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:34 msgid "Peruvian companies" -msgstr "" +msgstr "ペルー企業" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:35 msgid "SII IVA Llevanza de libros registro (ES)" -msgstr "" +msgstr "SII IVA Llevanza de libros registro (ES)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:36 msgid "Spanish companies" -msgstr "" +msgstr "スペイン企業" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:37 msgid "UBL 2.1 (Columbia)" -msgstr "" +msgstr "UBL 2.1 (Columbia)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:38 msgid "Colombian companies" -msgstr "" +msgstr "コロンビア企業" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:39 msgid "Egyptian Tax Authority" -msgstr "" +msgstr "エジプト税務当局" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:40 msgid "Egyptian companies" -msgstr "" +msgstr "エジプト企業" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:41 msgid "E-Invoice (IN)" -msgstr "" +msgstr "E-Invoice (IN)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:42 msgid "Indian companies" -msgstr "" +msgstr "インド企業" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:43 msgid "NLCIUS (Netherlands)" -msgstr "" +msgstr "NLCIUS (Netherlands)" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:44 msgid "Dutch companies" -msgstr "" +msgstr "オランダ企業" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:45 msgid "EHF 3.0" -msgstr "" +msgstr "EHF 3.0" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:46 msgid "Norwegian companies" -msgstr "" +msgstr "ノルウェー企業" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:47 msgid "SG BIS Billing 3.0" @@ -4196,7 +4336,7 @@ msgstr "SG BIS Billing 3.0" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:48 msgid "Singaporean companies" -msgstr "" +msgstr "シンガポール企業" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:49 msgid "A-NZ BIS Billing 3.0" @@ -4206,25 +4346,26 @@ msgstr "A-NZ BIS Billing 3.0" msgid "" "The **Factur-X (CII)** format enables validation checks on the invoice and " "generates PDF/A-3 compliant files." -msgstr "" +msgstr "Factur-X(CII)**フォーマットは、請求書の検証チェックを可能にし、PDF/A-3準拠のファイルを生成します。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:55 msgid "" "Every PDF generated by Odoo includes an integrated **Factur-X** XML file." -msgstr "" +msgstr "Odooで生成されたPDFには**Factur-X** XMLファイルが含まれています。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" -msgstr "" +msgstr ":doc:`../../fiscal_localizations`" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:65 msgid "" "By default, the format available in the :ref:`send window " "` depends on your customer's country." msgstr "" +"デフォルトでは、:ref:`送信ウィンドー ` で利用可能なフォーマットは顧客の国によって異なります。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:68 msgid "" @@ -4233,14 +4374,16 @@ msgid "" "customer form, go to the :guilabel:`Accounting` tab and select the " "appropriate format." msgstr "" +"顧客ごとに特定の電子請求書フォーマットを定義することができます。そのためには、 :menuselection:`会計 --> 顧客 --> " +"顧客`に行き、顧客フォームを開いて :guilabel:`会計` タブを開き、適切なフォーマットを選択します。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "Select an EDI format for a specific customer" -msgstr "" +msgstr "特定の顧客のEDIフォーマットを選択" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:76 msgid "National electronic invoicing" -msgstr "" +msgstr "全国的な電子請求書発行" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:78 msgid "" @@ -4251,6 +4394,10 @@ msgid "" "e-invoicing documents in a specific format for all your invoices. In this " "case, you can define a default e-invoicing format for your sales journal." msgstr "" +"あなたの会社の国によっては（例えば、:doc:`Italy <../../fiscal_localizations/italy>` " +"、:doc:`Spain <../../fiscal_localizations/spain>` 、:doc:`Mexico " +"<../../fiscal_localizations/mexico>` " +"など）、全ての請求書に対して特定のフォーマットで電子請求書を発行する必要があるかもしれません。この場合、売上仕訳帳にデフォルトの電子請求書フォーマットを定義することができます。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:84 msgid "" @@ -4258,10 +4405,12 @@ msgid "" "open your sales journal, go to the :guilabel:`Advanced Settings` tab, and " "enable the formats you need for this journal." msgstr "" +"そのためには、 :menuselection:`会計 --> 設定 --> 仕訳帳`に行き、売上仕訳帳を開き、 " +":guilabel:`詳細設定`タブに行き、この仕訳帳に必要なフォーマットを有効にします。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:90 msgid "E-invoices generation" -msgstr "" +msgstr "電子請求書生成" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:92 msgid "" @@ -4269,12 +4418,14 @@ msgid "" "window. Check the e-invoicing option to generate and attach the e-invoice " "file." msgstr "" +"確定した請求書から :guilabel:`送信 & 印刷` " +"をクリックして送信ウィンドウを開きます。電子請求書オプションをチェックし、電子請求書ファイルを作成・添付します。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "" "The Peppol option is checked and an e-invoicing XML file is attached to the " "email." -msgstr "" +msgstr "Peppolオプションがチェックされ、電子請求書XMLファイルがメールに添付されます。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:99 msgid "Peppol" @@ -4286,80 +4437,332 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" -msgstr "" +msgstr ":guilabel:`電話番号`、国コードを含む(例: `+32` ベルギー)" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" +msgstr ":guilabel:`主要連絡先Eメール`" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." -msgstr "" +msgstr "他のアクセスポイントから移行する場合は、以前のプロバイダから :guilabel:`移行キー` を挿入します。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "Configuration for peppol" +msgstr "Peppol用設定" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" +msgstr "電話検証" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 +msgid "" +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" -msgstr "" +msgstr "EPC QRコード" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:5 msgid "" @@ -4368,29 +4771,31 @@ msgid "" " applications** to initiate a **SEPA credit transfer (SCT)** and pay their " "invoices instantly." msgstr "" +"欧州決済評議会のクイック・レスポンス・コード、すなわち**EPC " +"QRコード**は、顧客が**モバイル・バンキング・アプリケーション**でスキャンして**SEPAクレジット送金(SCT)**を開始し、請求書を即座に支払うことができる二次元バーコードです。" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:9 msgid "" "In addition to bringing ease of use and speed, it greatly reduces typing " "errors that would potentially make for payment issues." -msgstr "" +msgstr "使いやすさとスピードアップだけでなく、支払に支障をきたす可能性のあるタイプミスを大幅に減らすことができます。" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:13 msgid "" "This feature is only available for companies in several European countries " "such as Austria, Belgium, Finland, Germany, and the Netherlands." -msgstr "" +msgstr "この機能は、オーストリア、ベルギー、フィンランド、ドイツ、オランダなどヨーロッパ数か国の企業のみが利用できます。" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:17 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:126 msgid ":doc:`../bank`" -msgstr "" +msgstr ":doc:`../bank`" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:18 msgid "" "`Odoo Academy: QR Code on Invoices for European Customers " "`_" -msgstr "" +msgstr "`Odooアカデミー: 欧州の顧客用の請求書上のQR Code `_" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:23 msgid "" @@ -4398,16 +4803,18 @@ msgid "" "activate the :guilabel:`QR Codes` feature in the :guilabel:`Customer " "Payments` section." msgstr "" +" :menuselection:`会計 --> 設定 --> 管理設定`に移動し、:guilabel:`顧客支払` セクションの " +":guilabel:`QR コード機能` を有効化して下さい。" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:27 msgid "Configure your bank account's journal" -msgstr "" +msgstr "銀行口座仕訳帳を作成" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:29 msgid "" "Make sure that your :guilabel:`Bank Account` is correctly configured in Odoo" " with your IBAN and BIC." -msgstr "" +msgstr "guilabel:`銀行口座`のIBANとBICがOdooで正しく設定されていることを確認して下さい。" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:31 msgid "" @@ -4415,14 +4822,16 @@ msgid "" "open your bank journal, then fill out the :guilabel:`Account Number` and " ":guilabel:`Bank` under the :guilabel:`Bank Account Number` column." msgstr "" +"これを行うには、 :menuselection:`会計 --> 設定 --> 仕訳帳` に進み、銀行仕訳帳を開き、 :guilabel:`銀行口座番号`" +" 列の下に :guilabel:`口座番号` と :guilabel:`銀行` を記入します。" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst-1 msgid "Bank account number column in the bank journal" -msgstr "" +msgstr "銀行仕訳帳の銀行口座番号欄" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:39 msgid "Issue invoices with EPC QR codes" -msgstr "" +msgstr "EPC QRコードで請求書を発行する" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:41 msgid "" @@ -4430,18 +4839,22 @@ msgid "" "supports making payments via EPC QR codes will be able to scan the code and " "pay the invoice." msgstr "" +"請求書にEPC QRコードが自動的に追加されます。銀行がEPC " +"QRコードでの支払に対応している顧客は、コードをスキャンして請求書を支払うことができます。" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:44 msgid "" "Go to :menuselection:`Accounting --> Customers --> Invoices`, and create a " "new invoice." -msgstr "" +msgstr ":menuselection:`会計 --> 顧客 --> 請求書`に行き、新規請求書を発行して下さい。" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:46 msgid "" "Before posting it, open the :guilabel:`Other Info` tab. Odoo automatically " "fills out the :guilabel:`Recipient Bank` field with your IBAN." msgstr "" +"記帳する前に :guilabel:`その他情報 タブを開いて下さい。Odooが自動的に :guilabel:`受取銀行` " +"フィールドにIBANを入力します。" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:50 msgid "" @@ -4450,16 +4863,18 @@ msgid "" " Odoo automatically populates this field with your IBAN by default and uses " "it to generate the EPC QR code." msgstr "" +"guilabel:`その他の情報`タブでは、:guilabel:`受取銀行`フィールドに表示された口座が顧客からの支払いに使用されます。Odooはデフォルトでこのフィールドにお客様のIBANを自動的に入力し、EPC" +" QRコードの生成に使用します。" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:54 msgid "" "When the invoice is printed or previewed, the QR code is included at the " "bottom." -msgstr "" +msgstr "請求書を印刷またはプレビューすると、下部にQRコードが表示されます。" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst-1 msgid "QR code on a customer invoice" -msgstr "" +msgstr "顧客請求書上のQRコード" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:60 msgid "" @@ -4467,6 +4882,8 @@ msgid "" "indicated in the :guilabel:`Recipient Bank` field, under the " ":guilabel:`Other Info` tab of the invoice." msgstr "" +"EPC " +"QRコードなしで請求書を発行したい場合は、請求書の:guilabel:`その他情報`タブにある:guilabel:`受取銀行`フィールドに表示されているIBANを削除して下さい。" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:3 msgid "Incoterms" @@ -4483,85 +4900,119 @@ msgid "" "from the seller to the buyer, the responsibility for transportation, " "insurance, customs clearance, and other relevant aspects of the transaction." msgstr "" +"abbr:`インコタームズ(International Commercial " +"Terms)`とは、国際取引において買主と売主の権利と責任を定義するために使用される標準化された貿易用語です。インコタームズは、物品の引渡し、リスクの移行、および当事者間の費用分配に関する義務を定めています。インコタームズには、リスクとコストが売主から買主に移行する時点、輸送、保険、通関、および取引のその他の関連事項などの重要な詳細が規定されています。" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:13 msgid "By default, all 11 Incoterms are available in Odoo:" -msgstr "" +msgstr "デフォルトでは、11のインコタームズすべてがOdooで利用可能です：" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:15 msgid "**EXW**: Ex works" -msgstr "" +msgstr "**EXW**: Ex works(工場渡し)" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:16 msgid "**FCA**: Free carrier" -msgstr "" +msgstr "**FCA**: Free carrier (運送引渡し)" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:17 msgid "**FAS**: Free alongside ship" -msgstr "" +msgstr "**FAS**: Free alongside ship (船側渡し)" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:18 msgid "**FOB**: Free on board" -msgstr "" +msgstr "**FOB**: Free on board (本船渡し)" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:19 msgid "**CFR**: Cost and freight" -msgstr "" +msgstr "**CFR**: Cost and freight (運賃込渡し)" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:20 msgid "**CIF**: Cost, insurance and freight" -msgstr "" +msgstr "**CIF**: Cost, insurance and freight (運賃保険料込渡し)" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:21 msgid "**CPT**: Carriage paid to" -msgstr "" +msgstr "**CPT**: Carriage paid to (輸送費込渡し)" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:22 msgid "**CIP**: Carriage and insurance paid to" -msgstr "" +msgstr "**CIP**: Carriage and insurance paid to (輸送費保険料込渡し)" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:23 msgid "**DPU**: Delivered at place unloaded" -msgstr "" +msgstr "**DPU**: Delivered at place unloaded (荷卸込持込渡し)" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:24 msgid "**DAP**: Delivered at place" -msgstr "" +msgstr "**DAP**: Delivered at place (仕向地持込渡し)" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:25 msgid "**DDP**: Delivered duty paid" -msgstr "" +msgstr "**DDP**: Delivered duty paid (関税込み持込渡し)" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:28 msgid ":doc:`../reporting/intrastat`" +msgstr ":doc:`../reporting/intrastat`" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 -msgid "Define an Incoterm" +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +msgid "Define an Incoterm" +msgstr "インターコムを定義" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" +"インコタームを手動で定義するには、顧客請求書または仕入先請求書を作成し、 :guilabel:`その他情報` タブをクリックし、 " +":guilabel:`インターコム` を選択します。" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 -msgid "Default Incoterm configuration" +msgid "Incoterm location" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 +msgid "Default Incoterm configuration" +msgstr "デフォルトインターコム設定" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 +msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " ":menuselection:`Accounting/Invoicing --> Configuration --> Settings`, scroll" " down to the :guilabel:`Customer Invoices` section, and select an Incoterm " "in the :guilabel:`Default Incoterm` field." msgstr "" +"新しく作成された顧客請求書や仕入先請求書のインターコムフィールドに **自動的に** " +"入力するデフォルトのインターコム規則を設定することができます。menuselection:`会計/請求 --> 設定 --> 管理設定`で、 " +":guilabel:`顧客請求書`セクションまでスクロールダウンし、 " +":guilabel:`デフォルトインターコム`フィールドでインコタームを選択します。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:3 msgid "Invoicing processes" -msgstr "" +msgstr "請求処理" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:5 msgid "" @@ -4572,16 +5023,17 @@ msgid "" "validate draft invoices and send the invoices in batch (by regular mail or " "email)." msgstr "" +"ビジネスや使用するアプリケーションによって、Odooで顧客請求書作成を自動化する方法は異なります。通常、請求書の下書きはシステムによって作成され(販売オーダや契約書などの他のドキュメントから情報を取得)、経理担当者は請求書のドラフトを検証し、請求書を一括(郵送またはEメール)で送信するだけです。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:12 msgid "" "Depending on your business, you may opt for one of the following way to " "create draft invoices:" -msgstr "" +msgstr "ビジネスに応じて、以下のいずれかの方法で請求書案を作成することができます :" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:19 msgid "Sales Order ‣ Invoice" -msgstr "" +msgstr "販売オーダ‣ 請求書" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:21 msgid "" @@ -4589,28 +5041,29 @@ msgid "" "once they are validated. Then, draft invoices are created based on the sales" " order. You have different options like:" msgstr "" +"多くの企業では、販売担当者が見積書を作成し、その内容が検証されると販売オーダとなります。そして、そのオーダに基づいて請求書が作成されます。以下のような様々なオプションがあります:" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:25 msgid "" "Invoice manually: use a button on the sale order to trigger the draft " "invoice" -msgstr "" +msgstr "手動で請求書を発行:販売オーダのボタンを使用して請求書ドラフトをトリガします。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:28 msgid "" "Invoice before delivery: invoice the full order before triggering the " "delivery order" -msgstr "" +msgstr "配送前請求:配送オーダのトリガする前に、全オーダの請求書を発行します。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:31 msgid "Invoice based on delivery order: see next section" -msgstr "" +msgstr "配送オーダに基づく請求書: 次項参照" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:33 msgid "" "Invoice before delivery is usually used by the eCommerce application when " "the customer pays at the order and we deliver afterwards. (pre-paid)" -msgstr "" +msgstr "配送前請求とは、通常eコマースアプリケーションで使用されるもので、顧客がオーダ時に支払を行い、こちら側がその後に納品するものです。(前払)" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:37 msgid "" @@ -4619,18 +5072,19 @@ msgid "" "whole order, invoice a percentage (advance), invoice some lines, invoice a " "fixed advance." msgstr "" +"その他の殆どの使用例では、手動で請求書を発行することをお勧めします。販売担当者は、オーダ全体の請求、パーセンテージ(前払)の請求、一部明細の請求、固定前払請求などのオプションを使って、請求書をオンデマンドで発行することができます。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:42 msgid "This process is good for both services and physical products." -msgstr "" +msgstr "このプロセスは、サービスと物理的プロダクトの両方に適しています。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:45 msgid ":doc:`/applications/sales/sales/invoicing/proforma`" -msgstr "" +msgstr ":doc:`/applications/sales/sales/invoicing/proforma`" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:48 msgid "Sales Order ‣ Delivery Order ‣ Invoice" -msgstr "" +msgstr "販売オーダ ‣ 配送オーダ ‣ 請求書" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:50 msgid "" @@ -4639,6 +5093,8 @@ msgid "" "you deliver may differs from the ordered quantities: foods (invoice based on" " actual Kg)." msgstr "" +"小売業やeコマースでは通常、販売オーダではなく、配送オーダに基づいて請求書を発行します。この方法は、配送数量がオーダ数量と異なる可能性のあるビジネス: " +"食品(実際のKgに基づいて請求)に適しています。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:55 msgid "" @@ -4646,14 +5102,15 @@ msgid "" "really delivered. If you do back orders (deliver partially and the rest " "later), the customer will receive two invoices, one for each delivery order." msgstr "" +"こうすれば、オーダの一部を納品した場合、実際に納品した分だけを請求することができます。バックオーダ(一部を納品し、残りを後で納品すること)を行った場合、顧客は2つの請求書を受け取ることになります。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:61 msgid ":doc:`/applications/sales/sales/invoicing/invoicing_policy`" -msgstr "" +msgstr ":doc:`/applications/sales/sales/invoicing/invoicing_policy`" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:64 msgid "eCommerce Order ‣ Invoice" -msgstr "" +msgstr "eコマースオーダ ‣ 請求書" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:66 msgid "" @@ -4662,6 +5119,7 @@ msgid "" "creates an order and the invoice will be triggered once the payment is " "received." msgstr "" +"eコマースオーダは、支払が完了した時点でオーダの作成も開始されます。小切手または電信送金による支払を許可している場合、Odooはオーダのみを作成し、支払が完了すると請求書がトリガされます。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:72 msgid "Contracts" @@ -4669,7 +5127,7 @@ msgstr "契約" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:75 msgid "Regular Contracts ‣ Invoices" -msgstr "" +msgstr "定期契約 ‣ 請求書" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:77 msgid "" @@ -4677,28 +5135,29 @@ msgid "" "spent, expenses or fixed lines of services/products. Every month, the " "salesperson will trigger invoice based on activities on the contract." msgstr "" +"契約を使用する場合、費やした時間や材料、経費、またはサービスやプロダクトの固定ラインに基づいて請求書をトリガすることができます。毎月、販売担当者は契約上の活動に基づいて請求書を発行します。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:81 msgid "Activities can be:" -msgstr "" +msgstr "以下の活動の可能性があります:" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:83 msgid "" "fixed products/services, coming from a sale order linked to this contract" -msgstr "" +msgstr "本契約に関連する販売オーダに由来する固定プロダクト/サービス" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:84 msgid "materials purchased (that you will re-invoice)" -msgstr "" +msgstr "購買済材料(再請求予定)" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:85 msgid "time and material based on timesheets or purchases (subcontracting)" -msgstr "" +msgstr "タイムシートまたは購買(下請け)に基づく時間と材料" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:86 msgid "" "expenses like travel and accommodation that you re-invoice to the customer" -msgstr "" +msgstr "旅費や宿泊費など、顧客に再請求する費用" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:88 msgid "" @@ -4707,33 +5166,34 @@ msgid "" "time and material. For services companies that invoice on fix price, they " "use a regular sales order." msgstr "" +"契約終了時に請求書を発行することも、中間請求書を発行することもできます。この方法は、主に時間と材料に基づいて請求書を発行するサービス会社に使用されます。固定価格で請求書を発行するサービス会社では、通常の販売オーダを使用します。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:94 msgid ":doc:`/applications/sales/sales/invoicing/time_materials`" -msgstr "" +msgstr ":doc:`/applications/sales/sales/invoicing/time_materials`" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:95 msgid ":doc:`/applications/sales/sales/invoicing/expense`" -msgstr "" +msgstr ":doc:`/applications/sales/sales/invoicing/expense`" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:96 msgid ":doc:`/applications/sales/sales/invoicing/milestone`" -msgstr "" +msgstr ":doc:`/applications/sales/sales/invoicing/milestone`" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:99 msgid "Recurring Contracts ‣ Invoices" -msgstr "" +msgstr "定期契約 ・請求書" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:101 msgid "" "For subscriptions, an invoice is triggered periodically, automatically. The " "frequency of the invoicing and the services/products invoiced are defined on" " the contract." -msgstr "" +msgstr "サブスクリプションの場合、請求書は定期的に自動的に発行されます。請求書の発行頻度や請求されるサービス/プロダクトは、契約時に定義されます。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:106 msgid ":doc:`/applications/sales/subscriptions`" -msgstr "" +msgstr ":doc:`/applications/sales/subscriptions`" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:109 msgid "Others" @@ -4741,7 +5201,7 @@ msgstr "その他" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:112 msgid "Creating an invoice manually" -msgstr "" +msgstr "手動で請求書を作成" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:114 msgid "" @@ -4749,87 +5209,88 @@ msgid "" "order. It's a recommended approach if you do not need to manage the sales " "process (quotations), or the delivery of the products or services." msgstr "" +"また、契約書や販売オーダを使用せずに、手動で請求書を作成することもできます。販売プロセス(見積書)やプロダクト・サービスの納品を管理する必要がない場合は、この方法をお勧めします。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:119 msgid "" "Even if you generate the invoice from a sales order, you may need to create " "invoices manually in exceptional use cases:" -msgstr "" +msgstr "販売オーダから請求書を作成する場合でも、例外的な使用例では請求書を手作業で作成する必要があるかもしれません:" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:122 msgid "if you need to create a refund" -msgstr "" +msgstr "返金を作成する必要がある場合" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:124 msgid "If you need to give a discount" -msgstr "" +msgstr "値引きをする必要がある場合" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:126 msgid "if you need to change an invoice created from a sales order" -msgstr "" +msgstr "販売オーダから作成された請求書を変更する必要がある場合" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:128 msgid "if you need to invoice something not related to your core business" -msgstr "" +msgstr "本事業とは関係のない請求書が必要な場合" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:131 msgid "Specific modules" -msgstr "" +msgstr "特定のモジュール" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:133 msgid "Some specific modules are also able to generate draft invoices:" -msgstr "" +msgstr "特定のモジュールでは、請求書のドラフトを作成することもできます:" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:135 msgid "**membership**: invoice your members every year" -msgstr "" +msgstr "**メンバシップ**: メンバに毎年請求" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:137 msgid "**repairs**: invoice your after-sale services" -msgstr "" +msgstr "**修理**: アフターサービスの請求" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:140 msgid "Resequencing of the invoices" -msgstr "" +msgstr "請求書の再付番" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:142 msgid "" "It remains possible to resequence the invoices but with some restrictions:" -msgstr "" +msgstr "請求書の再付番は可能ですが、いくつかの制限があります:" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:144 msgid "The feature does not work when entries are previous to a lock date." -msgstr "" +msgstr "この機能は、仕訳がロック日より前の日付の場合は機能しません。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:145 msgid "" "The feature does not work if the sequence is inconsistent with the month of " "the entry." -msgstr "" +msgstr "この機能は、順番が仕訳の月と一致しない場合は機能しません。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:146 msgid "It does not work if the sequence leads to a duplicate." -msgstr "" +msgstr "付番が重複につながる場合は機能しません。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:147 msgid "The order of the invoice remains unchanged." -msgstr "" +msgstr "請求書の順序は変更されません。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:148 msgid "" "It is useful for people who use a numbering from another software and who " "want to continue the current year without starting over from the beginning." -msgstr "" +msgstr "他のソフトのナンバリングを使用している場合に、最初からやり直すことなく現行の年度を継続したい場合に便利です。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:152 msgid "Invoice digitization with optical character recognition (OCR)" -msgstr "" +msgstr "光学式文字認識(OCR)による請求書のデジタル化" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:154 msgid "" "**Invoice digitization** is the process of automatically encoding " "traditional paper invoices into invoices forms in your accounting." -msgstr "" +msgstr "**請求書のデジタル化**とは、従来の紙の請求書を会計上の請求書フォームに自動的にエンコードするプロセスです。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:157 msgid "" @@ -4837,45 +5298,48 @@ msgid "" "content of the documents. Vendor bills and customer invoices forms are " "automatically created and populated based on scanned invoices." msgstr "" +"OdooはOCRとAI技術を使ってドキュメントの内容を認識します。スキャンされた請求書に基づいて、仕入先請求書や顧客請求書フォームが自動的に作成され、入力されます。" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:162 msgid "" ":doc:`/applications/finance/accounting/vendor_bills/invoice_digitization`" msgstr "" +":doc:`/applications/finance/accounting/vendor_bills/invoice_digitization`" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:3 msgid "Payment terms and installment plans" -msgstr "" +msgstr "支払条件と分割払いプラン" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:5 msgid "" "**Payment terms** specify all the conditions of a sale's payment to help " "ensure customers pay their invoices correctly and on time." -msgstr "" +msgstr "**支払条件**は、顧客が請求書をきちんと期限内に支払うことを保証するために、販売に関する全ての支払条件を指定します。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:8 msgid "" "Payment terms are generally defined on documents such as sales orders, " "customer invoices, and vendor bills. Payment terms cover:" msgstr "" +"支払条件は一般に、販売注オーダ、顧客からの請求書、業者からの請求書などのドキュメントに定義されています。支払条件には以下のようなものがあります:" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:11 msgid "The due date(s)" -msgstr "" +msgstr "期日" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:12 msgid "Early payment discounts" -msgstr "" +msgstr "早期支払値引" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:13 msgid "Any other conditions on the payment" -msgstr "" +msgstr "支払に関する他の条件" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:15 msgid "" "An **installment plan** allows the customers to pay an invoice in parts, " "with the amounts and payment dates defined beforehand by the seller." -msgstr "" +msgstr "分割払いプラン**は、顧客が請求書を分割して支払うことを可能にするもので、金額と支払日は販売者があらかじめ定義しておきます。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:19 msgid "Immediate Payment" @@ -4883,24 +5347,24 @@ msgstr "即時支払" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:20 msgid "The full payment is due on the day of the invoice's issuance." -msgstr "" +msgstr "請求書発行日に全額をお支払い頂きます。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:21 msgid "15 Days (or Net 15)" -msgstr "" +msgstr "15日間(または15営業日)" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:22 msgid "The full payment is due 15 days after the invoice date." -msgstr "" +msgstr "請求書発行日から15日後までに全額をお支払頂きます。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:23 msgid "21 MFI" -msgstr "" +msgstr "21 MFI" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:24 msgid "" "The full payment is due by the 21st of the month following the invoice date." -msgstr "" +msgstr "請求書発行日の翌月21日までに全額をお支払い頂きます。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:26 msgid "30% Advance End of Following Month" @@ -4910,11 +5374,11 @@ msgstr "30%前払、残りは翌月末" msgid "" "30% is due on the day of the invoice's issuance. The remaining balance is " "due at the end of the following month." -msgstr "" +msgstr "請求書発行日に30％をお支払頂きます。残金は翌月末にお支払頂きます。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:29 msgid "2% 10, Net 30 EOM" -msgstr "" +msgstr "2% 10, Net 30 EOM" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:29 msgid "" @@ -4922,6 +5386,7 @@ msgid "" " ten days. Otherwise, the full payment is due at the end of the month " "following the invoice date." msgstr "" +"2％の現金値引適用` 10日以内に支払いが確認された場合。それ以外の場合は、請求書発行日の翌月末に全額をお支払頂きます。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:33 msgid "" @@ -4930,6 +5395,7 @@ msgid "" "order, you issue multiple invoices to your customer, that is neither a " "payment term nor an installment plan but an invoicing policy." msgstr "" +"支払条件は、:doc:`前受金請求書`と混同してはなりません。特定のオーダに対して、顧客に複数の請求書を発行する場合、それは支払条件でも分割払いプランでもなく、請求書発行ポリシーです。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:37 msgid "" @@ -4938,32 +5404,35 @@ msgid "" "regarding content use, return policies, and other policies surrounding the " "sale of goods and services." msgstr "" +"このページは*支払条件*機能についてのものであり、 " +":doc:`取引条件`(コンテンツの使用に関する契約上の義務、返品ポリシー、商品やサービスの販売にまつわるその他のポリシー)についてのものではありません。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:42 msgid "" "`Odoo Tutorials: payment terms `_" msgstr "" +"`Odooチュートリアル: 支払条件`_" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:43 msgid ":doc:`cash_discounts`" -msgstr "" +msgstr ":doc:`cash_discounts`" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:48 msgid "To create new payment terms, follow these steps:" -msgstr "" +msgstr "新しい支払条件を作成するには以下の手順に従って下さい:" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:50 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Payment Terms` and " "click on :guilabel:`New`." -msgstr "" +msgstr " :menuselection:`会計 --> 設定 --> 支払条件`に行き、 :guilabel:`新規`をクリック" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:52 msgid "" "Enter a name in the :guilabel:`Payment Terms` field. This field is the name " "displayed both internally and on sales orders." -msgstr "" +msgstr "guilabel:`支払条件`フィールドに名前を入力します。このフィールドは社内と販売オーダの両方に表示される名前です。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:54 msgid "" @@ -4972,6 +5441,8 @@ msgid "" "reductions>` fields to add a :doc:`cash discount `, if " "desired." msgstr "" +"guilabel:`早期値引` チェックボックスにチェックを入れ、値引率、値引日数、:ref:`減税 ` フィールドに記入し、必要であれば :doc:`現金値引` を追加します。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:57 msgid "" @@ -4980,6 +5451,8 @@ msgid "" " calculates the payments' due date(s). This is particularly helpful for " "managing **installment plans** (:dfn:`payment terms with multiple terms`)." msgstr "" +"guilabel:`支払条件`セクションで、何をどの支払期日までに支払う必要があるかを定義する規則(条件)を追加します。条件を定義すると、支払期日が自動的に計算されます。これは特に**分割払いプラン**を管理するのに役立ちます(:dfn:`payment" +" terms with multiple terms`)。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:62 msgid "" @@ -4987,24 +5460,25 @@ msgid "" "and type in the :guilabel:`Due` fields, then fill out the :guilabel:`After` " "fields to determine the due date." msgstr "" +"期間を追加するには、:guilabel:`明細を追加`をクリックし、値引きの値を定義して:guilabel:`期日`フィールドに入力し、次に:guilabel:`後`フィールドに入力して期限を決定します。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:64 msgid "" "Enter the text to be displayed on the document (sales order, invoice, etc.) " "in the gray textbox in the :guilabel:`Preview` column." -msgstr "" +msgstr "guilabel:`プレビュー`列のグレーのテキストボックスに、ドキュメント(販売オーダ、請求書など)に表示するテキストを入力します。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:66 msgid "" "Tick the :guilabel:`Show installment dates` checkbox to display a breakdown " "of each payment and its due date on the invoice report, if desired." -msgstr "" +msgstr "guilabel:`分割支払日を表示する`チェックボックスをオンにすると、請求書レポートに各支払の内訳と支払期日が表示されます。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:70 msgid "" "To instead specify a number of days *before the end of the month*, use a " "negative value in the :guilabel:`After` field." -msgstr "" +msgstr "*月末までの*日数を指定するには、:guilabel:`後`フィールドに負の値を使用します。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:73 msgid "" @@ -5012,31 +5486,35 @@ msgid "" "date on the :guilabel:`Example` line to generate the payments that would be " "due and their due dates using these payment terms." msgstr "" +"支払い条件が正しく設定されていることをテストするには、 :guilabel:`例` " +"行に請求書の日付を入力し、これらの支払い条件を使用して支払期限と支払日を生成します。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:78 msgid "Terms are computed in the order of their due dates." -msgstr "" +msgstr "期日は期日の古い順に計算されます。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:81 msgid "" "In the following example, 30% is due on the day of issuance, and the " "remaining 70% is due at the end of the following month." -msgstr "" +msgstr "以下の例では、30％を発行日に、残りの70％を翌月末に支払います。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:0 msgid "" "Example of Payment Terms. The first line is the 30% due immediately. The second line is\n" "the remaining 70% due at the end of the following month." msgstr "" +"支払い条件の例。1明細行は30％の即時支払。2明細行は\n" +"残りの70％を翌月末に支払います。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:89 msgid "Using payment terms" -msgstr "" +msgstr "支払条件を使用" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:91 msgid "" "Payment terms can be defined using the :guilabel:`Payment Terms` field on:" -msgstr "" +msgstr "支払条件は :guilabel:`支払条件` フィールドを使って定義することができます:" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:93 msgid "" @@ -5044,26 +5522,29 @@ msgid "" "sales orders, invoices, and bills. This can be modified in the contact form," " under the :guilabel:`Sales & Purchase` tab." msgstr "" +"**連絡先:**連絡先の新しい販売オーダ、顧客請求書、仕入先請求書にデフォルトの支払い条件を自動的に設定します。これは連絡先フォームの " +":guilabel:`販売＆購買` タブで変更できます。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:96 msgid "" "**Quotations/Sales Orders:** To set specific payment terms automatically on " "all invoices generated from a quotation or sales order." -msgstr "" +msgstr "**見積書/販売オーダ:** 見積書または販売オーダから生成されたすべての請求書に、特定の支払条件を自動的に設定します。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:99 msgid "" "Payment terms can be defined using the :guilabel:`Due Date` field, with the " ":guilabel:`Terms` drop-down list on:" msgstr "" +"支払条件は :guilabel:`条件` ドロップダウンリストをオンにした :guilabel:`期日` フィールドを使って定義することができます：" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:102 msgid "**Customer invoices:** To set specific payment terms on an invoice." -msgstr "" +msgstr "**顧客請求書**請求書に特定の支払条件を設定します。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:103 msgid "**Vendor bills:** To set specific payment terms on a bill." -msgstr "" +msgstr "**仕入先請求書**。仕入先請求書に特定の支払条件を設定します。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:106 msgid "" @@ -5072,12 +5553,14 @@ msgid "" "setting the **due date** is enough. If payment terms are already defined, " "empty the field to select a date." msgstr "" +"仕入先請求書に支払条件を設定することは、複数の分割払いや現金値引を伴う仕入先条件を管理する場合に主に役立ちます。それ以外の場合は、手動で **期日** " +"を設定するだけで十分です。支払条件がすでに定義されている場合は、日付を選択するフィールドを空にして下さい。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:113 msgid "" "Invoices with specific payment terms generate different *journal entries*, " "with one *journal item* for every computed *due date*." -msgstr "" +msgstr "特定の支払条件を持つ請求書は、計算された*期日*ごとに1つの*仕訳項目*を持つ、異なる*仕訳項目*を生成します。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:116 msgid "" @@ -5088,19 +5571,23 @@ msgid "" "due date. It also helps to get an accurate :ref:`aged receivable report " "`." msgstr "" +"これにより、Odooは残高の期日だけでなく、それぞれの期日を考慮するため、:doc:`フォローアップ`や:doc:`照合`が容易になります。また、正確な:ref:`売掛金年齢表レポート" +" ` の取得にも役立ちます。" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst-1 msgid "" "The amount debited to the account receivable is split into two journal items with\n" "distinct due dates" msgstr "" +"売掛金に引き落とされる金額は、期日の異なる2つの仕訳項目に\n" +"分割されます" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:126 msgid "" "In this example, an invoice of $1000 has been issued with the following " "payment terms: *30% is due on the day of issuance, and the remaining 70% is " "due at the end of the following month.*" -msgstr "" +msgstr "この例では、1000ドルの請求書が発行され、支払条件は以下の通りです： *30%は発行日に、残りの70%は翌月末に支払" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:130 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:224 @@ -5147,19 +5634,19 @@ msgstr "売掛金" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:132 msgid "February 21" -msgstr "" +msgstr "2月21日" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:132 msgid "300" -msgstr "" +msgstr "300" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:134 msgid "March 31" -msgstr "" +msgstr "3月31日" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:134 msgid "700" -msgstr "" +msgstr "700" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:136 msgid "Product Sales" @@ -5174,7 +5661,7 @@ msgstr "1000" msgid "" "The $1000 debited to the account receivable is split into two distinct " "journal items. Both of them have their own due date." -msgstr "" +msgstr "売掛金に借方記入された1000ドルは、2つの仕訳項目に分かれています。この2つの仕訳にはそれぞれ期限があります。" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:5 msgid "Snailmail" @@ -5187,26 +5674,30 @@ msgid "" "you have the ability to send invoices and follow-up reports through postal " "mail worldwide, all from within your database." msgstr "" +"ダイレクトメールを送ることは、特にEメールの受信箱が溢れているときに、人々の注意を引くための効果的な戦略です。Odooを使えば、請求書やフォローアップレポートをデータベースから世界中に郵送することができます。" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:14 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Settings --> Customer" " invoices` section to activate :guilabel:`Snailmail`." msgstr "" +":menuselection:`会計 --> 設定 --> 管理設定 --> 顧客請求書` 有効化するセクション " +":guilabel:`Snailmail`に行きます。" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:17 msgid "" "To make it a by-default feature, select :guilabel:`Send by Post` in the " ":guilabel:`Default Sending Options` section." msgstr "" +"この機能をデフォルトにするには、 :guilabel:`デフォルト送信オプション` セクションで :guilabel:`郵送` を選択して下さい。" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst-1 msgid "Under settings enable the snailmail feature in Odoo Accounting" -msgstr "" +msgstr "設定でOdoo会計のSnailmail機能を有効にします" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:25 msgid "Send invoices by post" -msgstr "" +msgstr "郵送で請求書を送る" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:27 msgid "" @@ -5214,12 +5705,13 @@ msgid "" ":guilabel:`Send by Post`. Make sure your customer’s address is set " "correctly, including the country, before sending the letter." msgstr "" +"請求書を開き、:guilabel:`送信＆印刷`をクリックし、:guilabel:`郵送`を選択します。手紙を送る前に、顧客の住所が国を含めて正しく設定されていることを確認して下さい。" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:31 msgid "" "Your document must respect the following rules to pass the validation before" " being sent:" -msgstr "" +msgstr "送信前に検証をパスするためには、ドキュメントは以下の規則に従わなければなりません:" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:33 msgid "" @@ -5230,24 +5722,29 @@ msgid "" ":menuselection:`General Settings --> Technical --> Reporting section: Paper " "Format`." msgstr "" +"余白は必ず**5mm**取ってください。OdooではSnailmailを送る前に外側の余白を強制的に白で塗りつぶしているため、余白からはみ出てしまうとユーザのカスタムが切れてしまう可能性があります。余白を確認するには、" +" :ref:`開発者モード `を有効にして :menuselection:`一般設定 --> 技術設定 --> " +"レポーティングセクションに進みます： 用紙のフォーマット`" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:38 msgid "" "A square of **15mm by 15mm** on the bottom left corner has to stay clear." -msgstr "" +msgstr "左下隅の**15mm×15mm**の正方形はクリアである必要があります。" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:39 msgid "" "The postage area has to stay clear (click :download:`here " "` to get more info about the area)." msgstr "" +"ポスト投函エリアはクリアでなければなりません(:download:`ここ`をクリックすると、エリアについての詳細が表示されます)。" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:41 msgid "" "Pingen (Odoo Snailmail service provider) scans the area to process the " "address, so if something gets written outside the area, it is not counted as" " part of the address." -msgstr "" +msgstr "Pingen（Odoo Snailmailサービスプロバイダー）は宛名を処理するためにエリアをスキャンします。" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:45 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:84 @@ -5260,6 +5757,8 @@ msgid "" "requires prepaid stamps (=credits) to work. Sending one document consumes " "one stamp." msgstr "" +"Snailmailは :doc:`/applications/general/in_app_purchase` " +"サービスで、動作にはプリペイド切手(=クレジット)が必要です。ドキュメントを1通送ると切手が1枚消費されます。" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:50 msgid "" @@ -5268,43 +5767,49 @@ msgid "" "credits`, or go to :menuselection:`Settings --> In-App Purchases: Odoo IAP`," " and click on :guilabel:`View my Services`." msgstr "" +"切手を購入するには、 :menuselection:`会計 --> 設定 --> 管理設定 --> 顧客請求書： または " +":menuselection:`管理設定 --> アプリ内購買： または :menuselection:`管理設定 --> アプリ内購買: Odoo " +"IAP` で :guilabel:`自分のサービスを見る` をクリックします。" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:55 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:94 msgid "" "If you are on Odoo Online and have the Enterprise version, you benefit from " "free trial credits to test the feature." -msgstr "" +msgstr "Odoo Onlineの企業版をご利用の場合、無料トライアルクレジットの特典があります。" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:57 msgid "" "Click `here `_ to know about our " "*Privacy Policy*." msgstr "" +" `ここ `_ をクリックして*プライバシーポリシー*を表示します。" #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst:3 msgid "Default terms and conditions (T&C)" -msgstr "" +msgstr "デフォルトの諸条件 (T&C)" #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst:5 msgid "" "Specifying terms and conditions is essential to establish important " "contractual points, such as return and refunds, warranty, and after-sale " "services." -msgstr "" +msgstr "返品や返金、保証、アフターサービスなど、重要な契約事項を定めるには、諸条件の明示が不可欠です。" #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst:8 msgid "" "You can add default terms and conditions at the bottom of all customer " "invoices, sales orders, and quotations, either as text or a link to a web " "page." -msgstr "" +msgstr "全ての顧客請求書、販売オーダ、見積書の下部に、テキストまたはウェブページへのリンクとしてデフォルトの諸条件を追加できます。" #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst:12 msgid "" "`Odoo Tutorial: Terms & Conditions `_" msgstr "" +"`Odooチュートリアル: 契約条件 `_" #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst:17 msgid "" @@ -5314,10 +5819,13 @@ msgid "" "the terms and conditions are displayed at the bottom of the document. Enter " "the terms and conditions in the text box below." msgstr "" +"menuselection:`会計 --> 設定 --> " +"管理設定`に進みます。guilabel:`顧客請求書`の下にある、:guilabel:`デフォルトの諸条件`を有効にします。デフォルトでは、:guilabel:`メモを追加`" +" オプションが選択され、ドキュメントの下部に条件が表示されます。下のテキストボックスに諸条件を入力して下さい。" #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst-1 msgid "Example of terms and conditions as a note" -msgstr "" +msgstr "メモとしての諸条件の例" #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst:26 msgid "" @@ -5325,6 +5833,7 @@ msgid "" " when sending the document via email. Edit the email templates if you want " "to include them by default." msgstr "" +"Eメールでドキュメントを送信する際に、PDF版の諸条件を添付ファイルとして追加することもできます。デフォルトで添付したい場合は、メールテンプレートを編集して下さい。" #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst:29 msgid "" @@ -5334,6 +5843,8 @@ msgid "" ":guilabel:`Save`. The link to that page is then added as a note in your " "document." msgstr "" +"また、諸条件をウェブページに表示するには、 :guilabel:`ウェブページにリンクを追加` オプションを選択し、 :guilabel:`保存` " +"をクリックします。guilabel:`条件の更新`をクリックして内容を編集し、:guilabel:`保存`をクリックします。そのページへのリンクがドキュメントにメモとして追加されます。" #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst:34 msgid "" @@ -5342,10 +5853,12 @@ msgid "" ":guilabel:`Edit in Website Builder` option then replaces :guilabel:`Update " "Terms`." msgstr "" +"ページのレイアウトや内容は :doc:`ウェブサイト ` " +"アプリを使って編集することができます。ウェブサイトアプリが有効化されている場合、:guilabel:`ウェブサイトビルダで編集`オプションが:guilabel:`条件を更新`に置き換わります。" #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst-1 msgid "Example of terms and conditions as a web page" -msgstr "" +msgstr "ウェブページとしての諸条件の例" #: ../../content/applications/finance/accounting/get_started.rst:5 msgid "Get started" @@ -5358,12 +5871,14 @@ msgid "" " get started. This onboarding banner is displayed until you choose to close " "it." msgstr "" +"Odoo会計アプリをはじめて開くと、*会計概要*ページがステップバイステップのオンボーディングバナーでお迎えします。このバナーは閉じるまで表示されます。" #: ../../content/applications/finance/accounting/get_started.rst:11 msgid "" "The settings visible in the onboarding banner can still be modified later by" " going to :menuselection:`Accounting --> Configuration --> Settings`." msgstr "" +"オンボーディングバナーに表示されている設定は、後で :menuselection:`会計 --> 設定 --> 管理設定` で変更することができます。" #: ../../content/applications/finance/accounting/get_started.rst:15 msgid "" @@ -5373,35 +5888,37 @@ msgid "" "are ready-to-go. :ref:`Click here ` for more " "information about Fiscal Localization Packages." msgstr "" +"Odoo " +"Accountingはデータベースの作成時に選択された国に応じて、あなたの会社に適切な**財政ローカリゼーションパッケージ**を自動的にインストールします。これにより、適切な勘定科目、レポート、税が利用できます。ref:`財務ローカライゼーションパッケージについての詳細はこちら`をクリックして下さい。" #: ../../content/applications/finance/accounting/get_started.rst:21 msgid "Accounting onboarding banner" -msgstr "" +msgstr "会計オンボーディングバナー" #: ../../content/applications/finance/accounting/get_started.rst:23 msgid "" "The step-by-step Accounting onboarding banner is composed of four steps:" -msgstr "" +msgstr "ステップバイステップの会計オンボーディングバナーは、4つのステップで構成されています:" #: ../../content/applications/finance/accounting/get_started.rst-1 msgid "Step-by-step onboarding banner in Odoo Accounting" -msgstr "" +msgstr "Odoo会計のステップバイステップ・オンボーディングバナー" #: ../../content/applications/finance/accounting/get_started.rst:28 msgid ":ref:`accounting-setup-company`" -msgstr "" +msgstr ":ref:`accounting-setup-company`" #: ../../content/applications/finance/accounting/get_started.rst:29 msgid ":ref:`accounting-setup-bank`" -msgstr "" +msgstr ":ref:`accounting-setup-bank`" #: ../../content/applications/finance/accounting/get_started.rst:30 msgid ":ref:`accounting-setup-periods`" -msgstr "" +msgstr ":ref:`accounting-setup-periods`" #: ../../content/applications/finance/accounting/get_started.rst:31 msgid ":ref:`accounting-setup-chart`" -msgstr "" +msgstr ":ref:`accounting-setup-chart`" #: ../../content/applications/finance/accounting/get_started.rst:36 #: ../../content/applications/finance/accounting/get_started.rst:137 @@ -5415,10 +5932,12 @@ msgid "" "number. These details are then displayed on your documents, such as on " "invoices." msgstr "" +"このメニューでは、会社名、住所、ロゴ、ウェブサイト、電話番号、Eメールアドレス、Tax " +"ID、またはVAT番号などの詳細を追加することができます。これらの詳細は、請求書などのドキュメントに表示されます。" #: ../../content/applications/finance/accounting/get_started.rst-1 msgid "Add your company's details in Odoo Accounting and Odoo Invoicing" -msgstr "" +msgstr "Odoo会計とOdoo請求書に会社の詳細を追加して下さい。" #: ../../content/applications/finance/accounting/get_started.rst:46 msgid "" @@ -5426,6 +5945,8 @@ msgid "" "General Settings --> Settings --> Companies` and clicking on **Update " "Info**." msgstr "" +"これらの設定は、:menuselection:`管理設定 --> 一般設定 --> 管理設定 --> " +"会社`に進み、**情報更新**をクリックして変更することもできます。" #: ../../content/applications/finance/accounting/get_started.rst:52 msgid "Bank Account" @@ -5437,12 +5958,13 @@ msgid "" "synced automatically. To do so, find your bank in the list, click on " "*Connect*, and follow the instructions on-screen." msgstr "" +"銀行口座をデータベースに接続し、銀行明細を自動的に同期させます。これを行うには、リストであなたの銀行を見つけ、*接続*をクリックし、画面の指示に従って下さい。" #: ../../content/applications/finance/accounting/get_started.rst:58 msgid "" ":doc:`Click here ` for more information about " "this feature." -msgstr "" +msgstr ":doc:`ここをクリック `してこの機能について更に詳しく見る。" #: ../../content/applications/finance/accounting/get_started.rst:60 msgid "" @@ -5450,26 +5972,28 @@ msgid "" "prefer not to sync it with your database, you may also configure your bank " "account manually by clicking on *Create it*, and filling out the form." msgstr "" +"銀行口座が自動的に同期されない場合、またはデータベースと同期させたくない場合は、*それを作成*をクリックしてフォームに記入し、手動で銀行口座を設定することもできます。" #: ../../content/applications/finance/accounting/get_started.rst:64 msgid "**Name**: the bank account's name, as displayed on Odoo." -msgstr "" +msgstr "**名前**: Odooに表示される銀行口座名。" #: ../../content/applications/finance/accounting/get_started.rst:65 msgid "**Account Number**: your bank account number (IBAN in Europe)." -msgstr "" +msgstr "**口座番号**: あなたの銀行口座番号(ヨーロッパではIBAN)。" #: ../../content/applications/finance/accounting/get_started.rst:66 msgid "" "**Bank**: click on *Create and Edit* to configure the bank's details. Add " "the bank institution's name and its Identifier Code (BIC or SWIFT)." -msgstr "" +msgstr "**銀行**: *作成と編集* をクリックして銀行の詳細を設定します。金融機関名とその識別コード(BICまたはSWIF)を追加します。" #: ../../content/applications/finance/accounting/get_started.rst:68 msgid "" "**Code**: this code is your Journal's *Short Code*, as displayed on Odoo. By" " default, Odoo creates a new Journal with this Short Code." msgstr "" +"**Code**: このコードはOdoo上で表示される仕訳帳の*短縮コード*です。デフォルトでOdooはこの短縮コードで新規仕訳帳を作成します。" #: ../../content/applications/finance/accounting/get_started.rst:70 msgid "" @@ -5478,6 +6002,8 @@ msgid "" "you want to use to record the financial transactions linked to this bank " "account or create a new one by clicking on *Create and Edit*." msgstr "" +"**仕訳帳**： " +"このフィールドは、まだ銀行口座にリンクされていない既存の銀行仕訳帳がある場合に表示されます。この場合、この銀行口座にリンクされている金融取引を記録するために使用する**仕訳帳**を選択するか、**作成と編集**をクリックして新しい仕訳帳を作成します。" #: ../../content/applications/finance/accounting/get_started.rst:75 msgid "" @@ -5485,10 +6011,11 @@ msgid "" ":menuselection:`Accounting --> Configuration`, and clicking on *Add a Bank " "Account*." msgstr "" +":menuselection:`会計 --> 設定`に行き*銀行口座を追加*をクリックすれば、このツールで必要なだけの銀行口座を追加することができます。" #: ../../content/applications/finance/accounting/get_started.rst:77 msgid ":doc:`Click here ` for more information about Bank Accounts." -msgstr "" +msgstr ":doc:`銀行口座についての詳しい情報はこちら`をクリックして下さい。" #: ../../content/applications/finance/accounting/get_started.rst:83 msgid "Accounting Periods" @@ -5500,20 +6027,24 @@ msgid "" " to generate reports automatically, and your **Tax Return Periodicity**, " "along with a reminder to never miss a tax return deadline." msgstr "" +"ここで、**会計年度**の開始日と終了日を定義します。この日付は、レポートを自動生成するために使用されます。また、**納税申告期間**と、納税申告期限を逃さないためのリマインダを定義します。" #: ../../content/applications/finance/accounting/get_started.rst:89 msgid "" "By default, the opening date is set on the 1st of January and the closing " "date on the 31st of December, as this is the most common use." -msgstr "" +msgstr "デフォルトでは、最も一般的なものに倣い、開始日は1月1日、終了日は12月31日に設定されています。" #: ../../content/applications/finance/accounting/get_started.rst:93 msgid "" "You can also change these settings by going to :menuselection:`Accounting " "--> Configuration --> Settings --> Fiscal Periods` and updating the values." msgstr "" +"これらの設定は :menuselection:`会計 --> 設定 --> 管理設定 --> " +"会計期間`に移動して値を更新することによっても変更することができます。" #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "勘定科目表" @@ -5521,7 +6052,7 @@ msgstr "勘定科目表" msgid "" "With this menu, you can add accounts to your **Chart of Accounts** and " "indicate their initial opening balances." -msgstr "" +msgstr "このメニューでは、口座を**口座表**に追加し、その初期開始残高を表示することができます。" #: ../../content/applications/finance/accounting/get_started.rst:104 msgid "" @@ -5529,21 +6060,24 @@ msgid "" "Accounts. To access all the settings of an account, click on the *double " "arrow button* at the end of the line." msgstr "" +"基本的な設定はこのページに表示され、勘定科目表の確認に役立ちます。口座の全ての設定にアクセスするには、行末の*二重矢印ボタン*をクリックして下さい。" #: ../../content/applications/finance/accounting/get_started.rst-1 msgid "" "Setup of the Chart of Accounts and their opening balances in Odoo Accounting" -msgstr "" +msgstr "Odoo会計での勘定科目とその開始残高の設定" #: ../../content/applications/finance/accounting/get_started.rst:111 msgid "" ":doc:`Click here ` for more information on " "how to configure your Chart of Accounts." msgstr "" +":doc:`ここをクリック ` " +"して、勘定科目表を設定する方法についてさらに詳しく参照して下さい。" #: ../../content/applications/finance/accounting/get_started.rst:115 msgid "Invoicing onboarding banner" -msgstr "" +msgstr "請求書オンボーディングバナー" #: ../../content/applications/finance/accounting/get_started.rst:117 msgid "" @@ -5552,42 +6086,45 @@ msgid "" "onboarding banner* is the one that welcomes you if you use the Invoicing app" " rather than the Accounting app." msgstr "" +"Odooの請求アプリと会計アプリを活用するために、もう一つステップバイステップのオンボーディングバナーがあります。*請求書作成オンボーディングバナー*は、会計アプリではなく請求アプリを使用する場合に表示されます。" #: ../../content/applications/finance/accounting/get_started.rst:121 msgid "" "If you have Odoo Accounting installed on your database, you can reach it by " "going to :menuselection:`Accounting --> Customers --> Invoices`." msgstr "" +"データベースにOdoo会計がインストールされている場合、 :menuselection:`会計 --> 顧客 --> 請求書`からアクセスできます。" #: ../../content/applications/finance/accounting/get_started.rst:124 msgid "The Invoicing onboarding banner is composed of four main steps:" -msgstr "" +msgstr "請求オンボーディングバナーは、主に4つのステップで構成されています:" #: ../../content/applications/finance/accounting/get_started.rst-1 msgid "Step-by-step onboarding banner in Odoo Invoicing" -msgstr "" +msgstr "Odoo請求のステップバイステップオンボーディングバナー" #: ../../content/applications/finance/accounting/get_started.rst:129 msgid ":ref:`invoicing-setup-company`" -msgstr "" +msgstr ":ref:`invoicing-setup-company`" #: ../../content/applications/finance/accounting/get_started.rst:130 msgid ":ref:`invoicing-setup-layout`" -msgstr "" +msgstr ":ref:`invoicing-setup-layout`" #: ../../content/applications/finance/accounting/get_started.rst:131 msgid ":ref:`invoicing-setup-payment`" -msgstr "" +msgstr ":ref:`invoicing-setup-payment`" #: ../../content/applications/finance/accounting/get_started.rst:132 msgid ":ref:`invoicing-setup-sample`" -msgstr "" +msgstr ":ref:`invoicing-setup-sample`" #: ../../content/applications/finance/accounting/get_started.rst:139 msgid "" "This form is the same as :ref:`the one presented in the Accounting " "onboarding banner `." msgstr "" +"このフォームは、:ref:`会計オンボーディングのバナーに表示されるものと同じです。 `." #: ../../content/applications/finance/accounting/get_started.rst:145 msgid "Invoice Layout" @@ -5598,7 +6135,7 @@ msgid "" "With this tool, you can design the appearance of your documents by selecting" " which layout template, paper format, colors, font, and logo you want to " "use." -msgstr "" +msgstr "このツールを使えば、レイアウトテンプレート、用紙フォーマット、色、フォント、ロゴを選択して、ドキュメントをデザインすることができます。" #: ../../content/applications/finance/accounting/get_started.rst:150 msgid "" @@ -5608,10 +6145,12 @@ msgid "" "the values you previously configured in the :ref:`Company Data `." msgstr "" +"また、*会社のキャッチフレーズ*とドキュメントの*フッター*の内容を追加することもできます。フッターには、:ref:`会社データ'で設定した値に従って、会社の電話番号、Eメール、ウェブサイトのURL、タックスID(またはVAT番号)が自動的に追加されます。" +" `." #: ../../content/applications/finance/accounting/get_started.rst-1 msgid "Document layout configuration in Odoo Invoicing" -msgstr "" +msgstr "Odoo請求でのドキュメントレイアウト設定" #: ../../content/applications/finance/accounting/get_started.rst:159 msgid "" @@ -5619,12 +6158,13 @@ msgid "" "Condition** in the footer. This way, your contacts can find the full content" " of your GT&C online without having to print them on the invoices you issue." msgstr "" +"フッターに**銀行口座番号**と**一般諸条件**へのリンクを追加してください。こうすることで、発行する請求書に印刷することなく、オンラインで一般諸条件の全内容を確認することができます。" #: ../../content/applications/finance/accounting/get_started.rst:164 msgid "" "These settings can also be modified by going to :menuselection:`Settings -->" " General Settings`, under the *Business Documents* section." -msgstr "" +msgstr "これらの設定は、:menuselection:`設定 --> 一般設定`の*ビジネスドキュメント*セクションで変更することもできます。" #: ../../content/applications/finance/accounting/get_started.rst:170 msgid "Payment Method" @@ -5634,7 +6174,7 @@ msgstr "支払方法" msgid "" "This menu helps you configure the payment methods with which your customers " "can pay you." -msgstr "" +msgstr "このメニューでは、顧客があなたへ支払う方法を設定することができます。" #: ../../content/applications/finance/accounting/get_started.rst:175 msgid "" @@ -5642,38 +6182,41 @@ msgid "" "Online Payment* option automatically. With this, users can directly pay " "online, from their Customer Portal." msgstr "" +"このツールで*決済プロバイダー*を設定すると、自動的に*請求書オンライン支払*オプションも有効になります。これにより、ユーザはカスタマーポータルからオンラインで直接支払うことができます。" #: ../../content/applications/finance/accounting/get_started.rst:181 msgid "Sample Invoice" -msgstr "" +msgstr "サンプル請求書" #: ../../content/applications/finance/accounting/get_started.rst:183 msgid "" "Send yourself a sample invoice by email to make sure everything is correctly" " configured." -msgstr "" +msgstr "請求書のサンプルをEメールで送信し、すべてが正しく設定されていることを確認します。" #: ../../content/applications/finance/accounting/get_started.rst:186 msgid ":doc:`bank`" -msgstr "" +msgstr ":doc:`銀行`" #: ../../content/applications/finance/accounting/get_started.rst:187 msgid ":doc:`get_started/chart_of_accounts`" -msgstr "" +msgstr ":doc:`get_started/chart_of_accounts`" #: ../../content/applications/finance/accounting/get_started.rst:189 msgid ":doc:`../fiscal_localizations`" -msgstr "" +msgstr ":doc:`../fiscal_localizations`" #: ../../content/applications/finance/accounting/get_started.rst:190 msgid "" "`Odoo Tutorials: Accounting and Invoicing - Getting started [video] " "`_" msgstr "" +"`Odooチュートリアル: 会計と請求 - 始める [video] " +"`_" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:3 msgid "Average price on returned goods" -msgstr "" +msgstr "返品商品の平均価格" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:8 msgid "" @@ -5682,22 +6225,23 @@ msgid "" "period, divided by the total number of items on-hand. Inventory valuation is" " used to:" msgstr "" +"*平均原価法*(AVCO)とは、棚卸資産の評価方法の一つで、ある期間に購入または生産された商品の総原価を手持ち商品の総数で割って原価を評価する方法です。棚卸資産の評価は、以下の目的で使用されます:" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:12 msgid "reflect the value of a company's assets;" -msgstr "" +msgstr "企業の資産価値を反映する;" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:13 msgid "keep track of the amount of unsold goods;" -msgstr "" +msgstr "売れ残った商品の量を把握する;" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:14 msgid "account for monetary value in goods that have yet to generate profit;" -msgstr "" +msgstr "まだ利益を生んでいない商品に金銭的価値を計上する;" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:15 msgid "report on flow of goods throughout the quarter." -msgstr "" +msgstr "四半期を通しての商品の流れを報告する。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:17 msgid "" @@ -5706,6 +6250,8 @@ msgid "" "quantities. In Odoo, this costing analysis is *automatically updated* each " "time products are received." msgstr "" +"|平均原価法(AVCO)| " +"は加重平均で原価を評価するため、数種類のプロダクトを大量に販売する企業に適しています。Odooでは、この原価分析は商品が入荷されるたびに*自動的に更新*されます。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:21 msgid "" @@ -5715,6 +6261,9 @@ msgid "" "because :ref:`this can potentially create inconsistencies with inventory " "valuation `." msgstr "" +"このように、出荷がサプライヤーに戻されると、Odooは自動的に在庫評価の変更を反映した会計仕訳を作成します。しかし、Odooは |平均原価法| " +"の計算を自動的に更新*しません*。 なぜなら " +":ref:`在庫評価`と矛盾が生じる可能性があるからです。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:27 msgid "" @@ -5722,17 +6271,19 @@ msgid "" "Navigate :ref:`here ` for " "instructions on how to set up and use |AVCO| in Odoo." msgstr "" +"このドキュメントでは理論的な目的のために特定のユースケースを取り上げています。Odooで|平均原価法(AVCO)|を設定・使用する方法は " +":ref:`here ` を参照して下さい。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:32 msgid "" ":ref:`Using inventory valuation `" -msgstr "" +msgstr ":ref:`在庫評価の利用 `" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:33 msgid "" ":ref:`Other inventory valuation methods " "`" -msgstr "" +msgstr ":ref:`他の在庫評価方法`" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:38 msgid "" @@ -5742,16 +6293,19 @@ msgid "" " set :guilabel:`Costing Method` to `Average Cost (AVCO)` and " ":guilabel:`Inventory Valuation` to `Automated`." msgstr "" +"商品で平均原価在庫評価を使用するには、 :menuselection:`在庫 --> 設定 --> プロダクトカテゴリ` " +"に移動し、|平均原価法(AVCO)| を使用するカテゴリを選択します。プロダクトカテゴリページで :guilabel:`原価法` を `平均原価法 " +"(AVCO)` に、 :guilabel:`在庫評価` を `自動化済` に設定します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:44 msgid "" ":ref:`Inventory valuation configuration " "`" -msgstr "" +msgstr ":ref:`在庫評価設定 `" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:47 msgid "Using average cost valuation" -msgstr "" +msgstr "平均原価法を使用" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:49 msgid "" @@ -5760,6 +6314,8 @@ msgid "" "explanation is unnecessary, skip to the :ref:`return to supplier use case " "` section." msgstr "" +"平均原価法は、プロダクトが倉庫に入荷した際に在庫評価を調整します。このセクションではその仕組みを説明しますが、説明が不要な場合は " +":ref:サプライや使用例に戻る ` セクションに飛んで下さい。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 msgid "Formula" @@ -5769,27 +6325,29 @@ msgstr "計算式" msgid "" "When new products arrive, the new average cost for each product is " "recomputed using the formula:" -msgstr "" +msgstr "新しいプロダクトが入荷すると、各商品の新しい平均コストが計算式を使って再計算されます:" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 msgid "" "Avg~Cost = \\frac{(Old~Qty \\times Old~Avg~Cost) + (Incoming~Qty \\times Purchase~Price)}{Final~Qty}\n" "\n" msgstr "" +"Avg~Cost = \\frac{(Old~Qty \\times Old~Avg~Cost) + (Incoming~Qty \\times Purchase~Price)}{Final~Qty}\n" +"\n" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:63 msgid "**Old Qty**: product count in stock before receiving the new shipment;" -msgstr "" +msgstr "**旧数量**：新入荷前の在庫数です;" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 msgid "" "**Old Avg Cost**: calculated average cost for a single product from the " "previous inventory valuation;" -msgstr "" +msgstr "**旧平均原価**: 前回の在庫評価で算出された単一プロダクトの平均原価;" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:66 msgid "**Incoming Qty**: count of products arriving in the new shipment;" -msgstr "" +msgstr "**入荷数**：新しい配送で入荷するプロダクトの数;" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:67 msgid "" @@ -5799,10 +6357,13 @@ msgid "" ":ref:`landed costs `. At reception of the " "vendor bill, this price is adjusted;" msgstr "" +"**仕入価格**：プロダクト入荷時の見積価格(取引先からの請求書が後日届く可能性があるため)。この金額には、プロダクトの価格だけでなく、送料、税金、 " +":ref:`仕入諸掛 ` " +"などの追加原価も含まれます。取引先請求書を受け取った時点で、この価格は調整されます;" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:71 msgid "**Final Qty**: quantity of on-hand stock after the stock move." -msgstr "" +msgstr "**最終数量**: 在庫移動後の手持ち在庫の数量。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:76 msgid "" @@ -5810,10 +6371,12 @@ msgid "" "Read about why the average cost valuation is **not** adjusted :ref:`here " "`." msgstr "" +"プロダクトが倉庫から出るとき、平均原価は変わり**ません**。平均原価の評価が調整され**ない**理由については、こちらをご覧下さい。 :ref:`ここ" +" `." #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 msgid "Compute average cost" -msgstr "" +msgstr "平均原価を計算" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 msgid "" @@ -5821,6 +6384,7 @@ msgid "" "consider the following table of warehouse operations and stock moves. Each " "is a different example of how the average cost valuation is affected." msgstr "" +"出荷のたびにプロダクトの平均原価がどのように変化するかを理解するために、次の倉庫作業と在庫移動の表を見てみましょう。それぞれ、平均原価評価がどのように影響されるかを示す異なる例です。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 @@ -5831,7 +6395,7 @@ msgstr "工程" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 msgid "Incoming Value" -msgstr "" +msgstr "入荷額" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 @@ -5845,14 +6409,14 @@ msgstr "在庫金額" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Qty On Hand" -msgstr "" +msgstr "手持ち在庫数" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Avg Cost" -msgstr "" +msgstr "平均原価" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 @@ -5861,21 +6425,21 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$0" -msgstr "" +msgstr "$0" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 #: ../../content/applications/finance/fiscal_localizations/france.rst:240 msgid "0" -msgstr "" +msgstr "0" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 msgid "Receive 8 tables at $10/unit" -msgstr "" +msgstr "テーブル8台を1台につき10ドルで入荷" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 msgid "8 * $10" -msgstr "" +msgstr "8 * $10" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 @@ -5887,27 +6451,27 @@ msgstr "$80" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "8" -msgstr "" +msgstr "8" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$10" -msgstr "" +msgstr "$10" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 msgid "Receive 4 tables at $16/unit" -msgstr "" +msgstr "4テーブルを$16/台で入荷" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 msgid "4 * $16" -msgstr "" +msgstr "4 * $16" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "$144" -msgstr "" +msgstr "$144" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 @@ -5930,39 +6494,39 @@ msgstr "12" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$12" -msgstr "" +msgstr "$12" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 msgid "Deliver 10 tables" -msgstr "" +msgstr "10テーブルを配送" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 msgid "-10 * $12" -msgstr "" +msgstr "-10 * $12" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "$24" -msgstr "" +msgstr "$24" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "2" -msgstr "" +msgstr "2" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 msgid "" "Ensure comprehension of the above computations by reviewing the \"Receive 8 " "tables at $10/unit\" example." -msgstr "" +msgstr "上記の計算を理解するために、\"1台につき10ドルで8台のテーブルを入荷\"例を確認して下さい。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:106 msgid "Initially, the product stock is 0, so all values are $0." -msgstr "" +msgstr "初期状態では、プロダクト在庫は0なので、すべての値は0ドルです。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:108 msgid "" @@ -5970,36 +6534,41 @@ msgid "" " average cost is calculated using the :ref:`formula " "`:" msgstr "" +"最初の倉庫作業では、`8`個のテーブルがそれぞれ`$10`で入荷されます。平均原価は :ref:`式 " +"` を使って計算されます：" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:111 msgid "" "Avg~Cost = \\frac{0 + 8 \\times $10}{8} = \\frac{$80}{8} = $10\n" "\n" msgstr "" +"Avg~Cost = \\frac{0 + 8 \\times $10}{8} = \\frac{$80}{8} = $10\n" +"\n" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:114 msgid "" "Since the *incoming quantity* of tables is `8` and the *purchase price* for " "each is `$10`," -msgstr "" +msgstr "テーブルの*入荷*数量*は`8`で、それぞれの*購入価格*は`$10`です、" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:115 msgid "The inventory value in the numerator is evaluated to `$80`;" -msgstr "" +msgstr "分子の在庫金額は80ドルと評価されます;" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:116 msgid "`$80` is divided by the total amount of tables to store, `8`;" -msgstr "" +msgstr "$80`は、保存するテーブルの合計量である`8`で割られます;" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 msgid "`$10` is the average cost of a single table from the first shipment." -msgstr "" +msgstr "`$10` 初回出荷分のテーブル1台の平均コストです。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 msgid "" "To verify this in Odoo, in the *Purchase* app, order `8` quantities of a new" " product, `Table`, with no previous stock moves, for `$10` each." msgstr "" +"これをOdooで確認するために、*購買*アプリで、過去に在庫が移動していない新プロダクト、`テーブル`を8`個、それぞれ$10`でオーダします。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:122 msgid "" @@ -6009,12 +6578,16 @@ msgid "" ":guilabel:`Costing Method` to `Average Cost (AVCO)` and :guilabel:`Inventory" " Valuation` to `Automated`." msgstr "" +"プロダクトフォームの :guilabel:`一般情報` タブにあるテーブルの :guilabel:`プロダクトカテゴリ` フィールドで " +":guilabel:`➡️ (矢印)` アイコンをクリックし、プロダクトカテゴリを編集する :guilabel:`外部リンク` " +"を開きます。guilabel:`原価計算法`を`平均原価法 (AVCO)`に、 :guilabel:`在庫評価`を`自動化済`に設定します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:127 msgid "" "Then, return to the purchase order. Click :guilabel:`Confirm Order`, and " "click :guilabel:`Receive Products` to confirm receipt." msgstr "" +"その後、オーダに戻ります。guilabel:`オーダの確認`をクリックし、:guilabel:`プロダクトの受取り`をクリックして受取りを確認します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 msgid "" @@ -6025,10 +6598,13 @@ msgid "" "valuation at a specific point in time = on-hand quantity * unit price`). The" " 8 tables in-stock are worth $80." msgstr "" +"次に、 :menuselection:`在庫 --> レポーティング --> 在庫評価` " +"に移動して、プロダクト入荷で生成された在庫評価記録を確認します。``テーブル`のドロップダウンを選択し、*評価レイヤ*の " +":guilabel:`合計値`列を表示します（:dfn:`特定の時点での在庫評価=手持ち数量*単価`）。在庫のある8つのテーブルは80ドルの価値があります。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 msgid "Show inventory valuation of 8 tables in Odoo." -msgstr "" +msgstr "Odooでテーブル8台の在庫評価を表示" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:141 msgid "" @@ -6037,10 +6613,13 @@ msgid "" "the :guilabel:`Cost` field, under the :guilabel:`General Information` tab, " "on the product page itself." msgstr "" +"プロダクトカテゴリの :guilabel:`原価計算法` が :guilabel:`平均原価法(AVCO)` " +"に設定されている場合、プロダクトの平均原価はプロダクトページの :guilabel:`一般情報` タブにある :guilabel:`原価` " +"フィールドにも表示されます。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 msgid "Product delivery (use case)" -msgstr "" +msgstr "プロダクト配送(使用例)" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 msgid "" @@ -6050,18 +6629,21 @@ msgid "" "decreases because the product is removed from stock and delivered to the " "customer location." msgstr "" +"出荷配送の場合、:ref:`出荷プロダクトは平均原価評価`に影響しません。平均原価評価は再計算されませんが、在庫からプロダクトが取り除かれ、顧客ロケーションに配送されるため、在庫値は依然として減少します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 msgid "" "To demonstrate that the average cost valuation is not recalculated, examine " "the \"Deliver 10 tables\" example." -msgstr "" +msgstr "平均原価評価が再計算されないことを説明するために、\"テーブル10台の配送\"の例を検証します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:157 msgid "" "Avg~Cost = \\frac{12 \\times $12 + (-10) \\times $12}{12-10} = \\frac{24}{2} = $12\n" "\n" msgstr "" +"Avg~Cost = \\frac{12 \\times $12 + (-10) \\times $12}{12-10} = \\frac{24}{2} = $12\n" +"\n" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 msgid "" @@ -6069,27 +6651,30 @@ msgid "" "is `-10`. The previous average cost (`$12`) is used in lieu of a vendor's " "*purchase price*;" msgstr "" +"10台のテーブルが顧客に発送されるため、*入荷数* は `-10` となります。仕入先の*購買価格*の代わりに以前の平均原価($12`)が使われます;" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:162 msgid "The *incoming inventory value* is `-10 * $12 = -$120`;" -msgstr "" +msgstr "*入荷在庫金額* は `-10 * $12 = -$120`;" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 msgid "" "The old *inventory value* (`$144`) is added to the *incoming inventory " "value* (`-$120`), so `$144 + -$120 = $24`;" -msgstr "" +msgstr "旧*在庫金額*（$144`）は*入荷在庫金額*（-$120`）に加えられるので、$144 + -$120 = $24`となります;" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:165 msgid "" "Only `2` tables remain after shipping out `10` tables from `12`. So the " "current *inventory value* (`$24`) is divided by the on-hand quantity (`2`);" msgstr "" +" " +"`12`のテーブルから10`のテーブルを出荷した後、`2`のテーブルだけが残ります。つまり、現在の*在庫金額*（$24`）は手持ち在庫数（`2`）で割られます;" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:167 msgid "" "`$24 / 2 = $12`, which is the same average cost as the previous operation." -msgstr "" +msgstr "`$24 / 2 = $12`, これは前のオペレーションと同じ平均コストです。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:169 msgid "" @@ -6099,20 +6684,23 @@ msgid "" "topmost valuation layer, delivering `10` tables reduces the product's value " "by `-$120`." msgstr "" +"Odooでこれを確認するには、*Sales*アプリで`10`テーブルを販売し、配送を検証した後、:menuselection:`在庫 --> " +"レポーティング --> " +"在庫評価`で在庫評価記録を確認します。一番上の評価レイヤーでは、`10`テーブルを納品すると、商品価値が`-$120`下がります。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:174 msgid "" "**Note**: What is not represented in this stock valuation record is the " "revenue made from this sale, so this decrease is not a loss to the company." -msgstr "" +msgstr "**注**:この在庫評価記録には、この販売による収益が記載されていないため、この減少は会社の損失ではありません。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 msgid "Show how deliveries decrease inventory valuation." -msgstr "" +msgstr "納品によって在庫評価がどのように低下するかを示します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:184 msgid "Return items to supplier (use case)" -msgstr "" +msgstr "サプライヤーに商品を返品する(使用例)" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:186 msgid "" @@ -6120,33 +6708,34 @@ msgid "" " valued at with the |AVCO| method, Odoo handles returned items in a specific" " way." msgstr "" +"|平均原価|法でプロダクトが評価される価格とサプライヤーに支払われる価格が異なる場合があるため、Odooは返品された商品を特殊な方法で処理します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:189 msgid "" "Products are returned to suppliers at the original purchase price, but;" -msgstr "" +msgstr "プロダクトは購入時の価格でサプライヤーに返却されますが、" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:190 msgid "The internal cost valuation remains unchanged." -msgstr "" +msgstr "内部原価評価に変更はありません。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:192 msgid "" "The above :ref:`example table ` is updated as" " follows:" -msgstr "" +msgstr "上記:ref:`例テーブル ` は以下のように更新されています:" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 msgid "Qty*Avg Cost" -msgstr "" +msgstr "数量*平均原価" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 msgid "Return 1 table bought at $10" -msgstr "" +msgstr "$10で購入したテーブル1台を返品" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 msgid "-1 * $12" -msgstr "" +msgstr "-1 * $12" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 @@ -6154,7 +6743,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 #: ../../content/applications/finance/fiscal_localizations/france.rst:242 msgid "1" -msgstr "" +msgstr "1" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 msgid "" @@ -6164,6 +6753,7 @@ msgid "" "returned; the initial purchase price of `$10` is unrelated to the table's " "average cost." msgstr "" +"言い換えると、取引先への返品は倉庫から出荷されるプロダクトの一形態としてOdooに認識されます。Odooにとって、テーブルは1台あたり12ドルで評価されるため、プロダクトが返品されると在庫金額は12ドル減少します。最初の購入価格である10ドルは、テーブルの平均原価とは無関係です。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:208 msgid "" @@ -6172,6 +6762,9 @@ msgid "" "1 ` by going to the :guilabel:`Inventory Overview`," " clicking on :guilabel:`Receipts`, and selecting the desired receipt." msgstr "" +" `$10`で購入したテーブルを1台返品するには、*在庫*アプリで、 :guilabel:`在庫概要`から、 " +":guilabel:`入荷`をクリックし、目的の入荷を選択して、 " +":ref:`練習1`で購入した8台のテーブルの入荷に移動します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:213 msgid "" @@ -6180,26 +6773,28 @@ msgid "" " shipment for the table. Select :guilabel:`Validate` to confirm the outgoing" " shipment." msgstr "" +"次に、有効な配送オーダの :guilabel:`返品` をクリックし、逆送信ウィンドウで数量を `1` " +"に修正します。これでテーブルの出荷が作成されます。guilabel:`検証`を選択して出荷配送を確定します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:217 msgid "" "Return to :menuselection:`Inventory --> Reporting --> Inventory Valuation` " "to see how the outgoing shipment decreases the inventory value by $12." -msgstr "" +msgstr "menuselection:`在庫 --> レポーティング --> 在庫評価` に戻り、出荷によって在庫が$12減少したことを確認します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 msgid "Inventory valuation for return." -msgstr "" +msgstr "返品用在庫評価" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:227 msgid "Eliminate stock valuation errors in outgoing products" -msgstr "" +msgstr "出荷プロダクトの在庫評価ミスの排除" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:229 msgid "" "Inconsistencies can occur in a company's inventory when the average cost " "valuation is recalculated on outgoing shipments." -msgstr "" +msgstr "平均原価評価を出荷時に再計算すると、会社の在庫に矛盾が生じる可能性があります。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:232 msgid "" @@ -6207,45 +6802,46 @@ msgid "" "table is shipped to a customer and another is returned to a supplier at the " "purchased price." msgstr "" +"このエラーを説明するため、下の表は、テーブル1台が顧客に出荷され、もう1台のテーブルが仕入価格でサプライヤーに返品されるシナリオを示しています。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 msgid "Qty*Price" -msgstr "" +msgstr "数量*価格" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 msgid "Ship 1 product to customer" -msgstr "" +msgstr "1プロダクトを顧客に配送" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 msgid "-1 \\* $12" -msgstr "" +msgstr "-1 \\* $12" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 msgid "Return 1 product initially bought at $10" -msgstr "" +msgstr "$10で購入したプロダクト1点を返品" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 msgid "-1 \\* $10" -msgstr "" +msgstr "-1 \\* $10" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$2**" -msgstr "" +msgstr "**$2**" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 msgid "**0**" -msgstr "" +msgstr "**0**" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 msgid "" "In the final operation above, the final inventory valuation for the table is" " `$2` even though there are `0` tables left in stock." -msgstr "" +msgstr "上記の最終操作では、テーブルの在庫が残り0`であるにもかかわらず、テーブルの最終的な在庫評価は`$2`です。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:248 msgid "Correct method" -msgstr "" +msgstr "修正方法" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:250 msgid "" @@ -6254,10 +6850,12 @@ msgid "" "internally at $12. The inventory value change represents a product worth $12" " no longer being accounted for in company assets." msgstr "" +"返品の評価には平均原価を使用します。$10で返品された商品は、社内では1$12で評価されます。在庫金額の変動は、$12 " +"の価値があるプロダクトが会社の資産に計上されなくなったことを意味します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:255 msgid "Anglo-Saxon accounting" -msgstr "" +msgstr "アングロサクソン会計" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:257 msgid "" @@ -6268,12 +6866,13 @@ msgid "" "account (called **stock input**) is credited and only reconciled once the " "vendor bill is received." msgstr "" +"|平均原価法(AVCO)|を使用することに加えて、**英米式会計**を使用する企業は、仕入先に支払うべき金額を追跡する保留勘定も保持します。仕入先がオーダを納品すると、在庫に入ったプロダクトの仕入先価格に基づいて**在庫金額**が増加します。保有勘定(**在庫入力**と呼ばれます)は貸方記入され、仕入先の請求書が届いて初めて消込されます。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:263 msgid "" ":ref:`Anglo-Saxon vs. Continental " "`" -msgstr "" +msgstr ":ref:`英米式 vs. 大陸式 `" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:265 msgid "" @@ -6283,66 +6882,67 @@ msgid "" " a price difference between the price the product is **valued at** and the " "price it was bought for, a *price difference* account is created." msgstr "" +"以下の表は、仕訳と勘定を反映したものです。*在庫入力*勘定は、仕入先からの請求書をまだ受け取っていない場合に、仕入先に支払うための資金を保管します。プロダクトの**評価額**と購入価格との間に価格差があるプロダクトを返品する際に、勘定科目のバランスをとるために、*価格差異*勘定が作成されます。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Stock Input" -msgstr "" +msgstr "在庫入力" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Price Diff" -msgstr "" +msgstr "価格差異" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "Receive 8 tables at $10" -msgstr "" +msgstr "テーブル8台を$10で入荷" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "($80)" -msgstr "" +msgstr "($80)" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "Receive vendor bill $80" -msgstr "" +msgstr "入荷仕入先請求書 $80" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 msgid "Receive 4 tables at $16" -msgstr "" +msgstr "テーブル4台を$16で入荷" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 msgid "($64)" -msgstr "" +msgstr "($64)" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "Receive vendor bill $64" -msgstr "" +msgstr "仕入先請求書$64を受取る" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "Deliver 10 tables to customer" -msgstr "" +msgstr "テーブル10台を顧客に配送" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "Return 1 table initially bought at $10" -msgstr "" +msgstr "元は$10で購入したテーブル1台を返品" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$10**" -msgstr "" +msgstr "**$10**" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$12**" -msgstr "" +msgstr "**$12**" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "Receive vendor refund $10" -msgstr "" +msgstr "取引先から返金 $10受取る" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$2" -msgstr "" +msgstr "$2" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 msgid "Product reception" -msgstr "" +msgstr "プロダクト入荷" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:296 msgid "Summary" @@ -6359,6 +6959,7 @@ msgid "" "means the bill has been paid. **Stock Input** is reconciled once the vendor " "bill is received." msgstr "" +"プロダクト入荷時に、Odooは入荷した商品の価格に一致する金額を**在庫入力**という:doc:`負債勘定`に先払いすることで、企業が購買した商品の代金を支払うことができるようにします。その後、請求書が受領されると、保有口座の金額が**買掛金**に振り込まれます。この勘定への振替は仕入先請求書が支払われたことを意味します。**在庫入力**は、取引先請求書を受領した時点で消込されます。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:305 msgid "" @@ -6368,43 +6969,44 @@ msgid "" "**purchased for**, the **Inventory Valuation** account is unrelated to the " "crediting and debiting operations of the **Stock Input** account." msgstr "" +"在庫評価とは、各在庫製品が内部的にいくらの価値があるかを計算する方法です。プロダクトが**評価された価格**と、プロダクトが実際に**購買された価格**との間には差があるため、**在庫評価**勘定は、**在庫入力**勘定の貸方操作および借方操作とは無関係です。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:310 msgid "To conceptualize all this, follow the breakdown below." -msgstr "" +msgstr "これら全てを概念化するには、以下の内訳に従って下さい。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:313 msgid "Accounts balanced at received products" -msgstr "" +msgstr "入荷プロダクトで均衡している勘定" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:315 msgid "" "In this example, a company starts with zero units of a product, `table`, in " "stock. Then, 8 tables are received from the vendor:" -msgstr "" +msgstr "この例では、ある会社で、あるプロダクト`テーブル`の在庫が0個からスタートしたとします。その後、取引先から8台テーブルが届きます:" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:318 msgid "" "The **Stock Input** account stores `$80` of credit owed to the vendor. The " "amount in this account is unrelated to the inventory value." -msgstr "" +msgstr "**在庫入力**勘定には、仕入先に支払うべき貸方`$80`があります。この勘定科目の金額は在庫金額とは無関係です。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:320 msgid "" "`$80` worth of tables came **in** (**debit** the *Inventory Value* account " "`$80`), and" -msgstr "" +msgstr "`$80` 相当のテーブルが**入荷**(**棚卸資産*勘定から`$80`**貸方記入**)、そして" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:321 msgid "" "`$80` must be paid **out** for received goods (**credit** the *Stock Input* " "account `$80`)." -msgstr "" +msgstr "入荷した商品に対して**$80`を払**出**する必要があります。(**在庫入力**勘定`$80`を**貸方記入**)。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:324 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:367 msgid "In Odoo" -msgstr "" +msgstr "Odooで" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:326 msgid "" @@ -6413,6 +7015,8 @@ msgid "" "Account` by selecting the :guilabel:`➡️ (arrow)` icon next to the " ":guilabel:`Product Category` field on the product page." msgstr "" +" |平均原価(AVCO)| 法を使用する配送を受取ると、Odooは会計仕訳を作成します。プロダクトページの :guilabel:`プロダクトカテゴリ` " +"フィールドの横にある :guilabel:`➡️ (矢印)` アイコンを選択して :guilabel:`価格差異勘定科目` を設定します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:330 msgid "" @@ -6421,10 +7025,13 @@ msgid "" ":guilabel:`Create and Edit`. Then set the account :guilabel:`Type` as " "`Expenses`, and click :guilabel:`Save`." msgstr "" +":guilabel:`勘定属性`の下に、勘定名を入力し、 :guilabel:`作成と編集`をクリックして、新しい " +":guilabel:`価格差異勘定`を作成します。次に、勘定科目の :guilabel:`タイプ` を `経費` に設定し、 " +":guilabel:`保存` をクリックします。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 msgid "Create price difference account." -msgstr "" +msgstr "価格差異勘定科目を作成" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:338 msgid "" @@ -6433,10 +7040,12 @@ msgid "" "Entries`. In the list, find the :guilabel:`Reference` that matches the " "warehouse reception operation for the relevant product." msgstr "" +"次に、*購買*アプリまたは*在庫*アプリで貨物を受取り、 :menuselection:`会計アプリ --> A会計 --> " +"仕訳`に移動します。リストで、該当するプロダクトの入庫作業に一致する :guilabel:`参照` を見つけます。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 msgid "Show accounting entry of 8 tables from the list." -msgstr "" +msgstr "リストから8台のテーブルの会計仕訳を表示します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:346 msgid "" @@ -6445,14 +7054,17 @@ msgid "" "`$80`. Conversely, the **Stock Input** account (set as `Stock Interim " "(Received)` account by default) is credited `$80`." msgstr "" +"テーブル8台の明細をクリックして下さい。この会計仕訳は、8台が入荷した時に `在庫評価` 勘定が `$80` " +"増加したことを示しています。逆に、**在庫入力** 勘定(デフォルトでは `預かり在庫(入荷済)` 勘定として設定されている)には `$80` " +"が借方記入されています。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 msgid "Debit stock valuation and credit stock input 80 dollars." -msgstr "" +msgstr "借方在庫評価額と貸方在庫入力 80 ドル。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:355 msgid "Accounts balanced at received vendor bill" -msgstr "" +msgstr "仕入先請求書を受領した時点で勘定が均衡している" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:357 msgid "" @@ -6460,16 +7072,17 @@ msgid "" "stock. Then, 8 tables are received from the vendor. When the bill is " "received from vendor for 8 tables:" msgstr "" +"この例では、ある会社が、あるプロダクト(テーブル)の在庫が0個からスタートしたとします。その後、仕入先から8台のテーブルが入荷します。仕入先から8台分の請求書が届いた時:" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:360 msgid "" "Use `$80` in the **Stock Input** account to pay the bill. This cancels out " "and the account now holds `$0`." -msgstr "" +msgstr "取引先請求書の支払に **在庫入力** 勘定科目の `$80` を使用します。これは相殺され、勘定科目には現在 `$0` があります。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:362 msgid "Debit **Stock Input** `$80` (to reconcile this account)." -msgstr "" +msgstr "借方**在庫入力** `$80` (この勘定科目を消込する)" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:363 msgid "" @@ -6477,6 +7090,8 @@ msgid "" "company owes others, so accountants use the amount to write checks to " "vendors." msgstr "" +"**買掛金** " +"`$80`を借方記入します。この勘定科目には、会社が他へ支払うべき金額が保存されており、経理担当者はこの金額を使って仕入先に小切手を発行します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:369 msgid "" @@ -6485,6 +7100,8 @@ msgid "" "8 tables. Inside the :abbr:`PO (Purchase Order)`, select :guilabel:`Create " "Bill`." msgstr "" +"仕入先が支払を要求したら、 :menuselection:`購買アプリ --> オーダ --> 購買` に移動し、8台のテーブルの " +":abbr:`購買オーダ` を選択します。その :abbr:`購買オーダ` の中で :guilabel:`請求書を発行` を選択します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:373 msgid "" @@ -6492,14 +7109,16 @@ msgid "" " from the holding account, `Stock Interim (Received)` to `Accounts Payable`." " :guilabel:`Confirm` the bill to record the payment to the vendor." msgstr "" +"guilabel:`仕訳項目` タブに切り替えて、`$80` が保有勘定科目である `預かり在庫 (入荷済)` から `買掛勘定` " +"にどのように転記されたかを見ます。 :guilabel:請求書を`確認` して、取引先への支払を記録します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 msgid "Show bill linked to the purchase order for 8 tables." -msgstr "" +msgstr "テーブル8台分のオーダにリンクされた請求書を表示します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:382 msgid "On product delivery" -msgstr "" +msgstr "プロダクト配達時" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:384 msgid "" @@ -6507,20 +7126,22 @@ msgid "" " products are delivered to a customer, the **Stock Input** account is " "untouched because there are no new products coming in. To put it simply:" msgstr "" +"ref:`上記の例のテーブル`では、10個のプロダクトが顧客に納品されると、新しいプロダクトが入ってこないため、**在庫入力**勘定はそのままになります。簡潔に言うと:" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:388 msgid "" "**Inventory valuation** is credited `$120`. Subtracting from inventory " "valuation represents `$120` worth of products exiting the company." -msgstr "" +msgstr "**在庫評価**には`$120`が貸方記入されます。在庫評価から差し引いて`$120`ドル相当のプロダクトが会社から出ることになります。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:390 msgid "Debit **Accounts Receivable** to record revenue from the sale." -msgstr "" +msgstr "**売掛金**を借方計上し、販売による収益を計上します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 msgid "Show journal items linked to sale order." -msgstr "" +msgstr "販売オーダにリンクされた仕訳帳項目を表示します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:398 msgid "" @@ -6529,6 +7150,7 @@ msgid "" "all pertain to the sale of the product. **Accounts Receivable** is the " "account where the customer payment will be received." msgstr "" +"会計仕訳で、顧客にテーブル10台分の請求書を発行する場合、**プロダクト売上高**、**受取税**、**売掛金**の勘定科目はすべて商品の売上に関係します。**売掛金**は、顧客からの支払いを受け取る勘定科目です。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:402 msgid "" @@ -6538,10 +7160,11 @@ msgid "" "account is debited `$120` to log the costs of storing 10 tables during this " "period of time." msgstr "" +"英米式会計では、販売が完了した時点で売上原価(COGS)を認識します。したがって、プロダクトが販売されるか、廃棄されるか、返品されるまでは、プロダクトを在庫として保管するための原価は計上されません。この期間にテーブル10台を保管するための費用を計上するため、**費用**勘定から120ドルが引き落とされます。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:408 msgid "On product return" -msgstr "" +msgstr "プロダクト返品時" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:410 msgid "" @@ -6553,6 +7176,9 @@ msgid "" ":guilabel:`Price Difference Account`, which is set up in the product's " ":guilabel:`Product Category`." msgstr "" +":ref:`上記の例のテーブル`において、$10`で購入したプロダクトを1つ返品する場合、ある会社は仕入先から**買掛金**勘定に$10`が入ることを期待します。しかし、返品時の平均原価は12ドルであるため、**在庫入力**勘定からは12ドルが引き落とされなければなりません。不足分の" +" `$2` は、商品の :guilabel:`プロダクトカテゴリ` に設定されている :guilabel:`価格差異勘定` に計上されます。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:417 msgid "" @@ -6560,6 +7186,7 @@ msgid "" "case, the account is intended to store differences between vendor price and " "*automated* inventory valuation methods." msgstr "" +" *価格差勘定*の動作はローカライゼーションによって異なります。この場合、勘定科目は仕入先価格と*自動*在庫評価方法の差額を保存するためのものです。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:420 msgid "Summary:" @@ -6571,47 +7198,48 @@ msgid "" "input. This move is to indicate that the table is to be processed for an " "outgoing shipment." msgstr "" +"在庫から在庫入力にテーブルを移動させるために、**在庫入力**勘定`$10`を借方記入します。この移動は、テーブルが出荷処理されることを示すものです。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:424 msgid "" "Debit **Stock Input** an additional `$2` to account for the **Price " "Difference**." -msgstr "" +msgstr " **在庫入力**に**価格差異**用の勘定科目に追加の `$2`を借方記入します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:425 msgid "" "Credit **Stock Valuation** `$12` because the item is leaving the stock." -msgstr "" +msgstr "在庫がなくなるので、**在庫評価** `$12`を貸方記入します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 msgid "2 dollar difference expensed in Price Difference account." -msgstr "" +msgstr "2ドルの差額は価格差勘定で費用処理されます。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:431 msgid "Once the vendor's refund is received," -msgstr "" +msgstr "仕入先の返金を受取ったら、" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:433 msgid "" "Credit **Stock Input** account `$10` to reconcile the price of the table." -msgstr "" +msgstr "テーブルの価格を消込するために、**在庫入力** 勘定 `$10` を貸方記入します。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:434 msgid "" "Debit **Accounts Payable** `$10` to have the accountants collect and " "register the payment in their journal." -msgstr "" +msgstr "借方入力**買掛金** `$10`で、経理担当者に支払いを回収させ、仕訳帳に支払を記入してもらいます。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 msgid "Return to get 10 dollars back." -msgstr "" +msgstr "戻って10ドルを取り戻す。" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:3 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -6628,6 +7256,8 @@ msgid "" "chart of accounts can be found under :menuselection:`Accounting --> " "Configuration --> Chart of Accounts`." msgstr "" +"**勘定科目表(COA)**は、組織の総勘定元帳で財務取引を記録するために使用される全ての勘定科目のリストです。勘定科目表は " +":menuselection:`会計 --> 設定 --> `勘定科目表` の下にあります。" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:9 msgid "" @@ -6635,18 +7265,20 @@ msgid "" ":guilabel:`Code`, :guilabel:`Account Name`, or :guilabel:`Type`, but other " "options are available in the drop-down menu" msgstr "" +"勘定科目表を閲覧する際、 :guilabel:`コード`、 :guilabel:`勘定科目名`、 :guilabel:`タイプ` " +"で並べ替えることができますが、ドロップダウンメニューでは他のオプションも利用できます。" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Drop-down toggle button" -msgstr "" +msgstr "ドロップダウン・トグル・ボタン" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Group the accounts by type in Odoo Accounting" -msgstr "" +msgstr "Odoo会計で勘定科目をグループ化します" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 msgid "Configuration of an account" -msgstr "" +msgstr "勘定科目の設定" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:21 msgid "" @@ -6657,6 +7289,9 @@ msgid "" "country's regulations. You can use it directly or set it according to your " "company's needs." msgstr "" +"データベースの作成時に選択した国(またはデータベース内の追加会社)によって、どの :doc:`財務ローカリゼーションパッケージ " +"<../../fiscal_localizations>` " +"がデフォルトでインストールされるかが決まります。このパッケージには、その国の規則に従って設定された標準的な勘定科目表が含まれています。これをそのまま使うこともできますし、会社のニーズに応じて設定することもできます。" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:26 msgid "" @@ -6664,50 +7299,53 @@ msgid "" "--> Chart of Accounts`, click :guilabel:`Create`, and fill in (at the " "minimum) the required fields (:guilabel:`Code, Account Name, Type`)." msgstr "" +"新しいアカウントを作成するには、 :menuselection:`会計 --> 設定 --> 勘定科目表`に行き、 " +":guilabel:`作成`をクリックし、(最低限)必要なフィールド（:guilabel:`コード、勘定科目名、タイプ`）を入力します。" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:31 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." -msgstr "" +msgstr "一旦仕訳が計上されると、企業の**財務ローカライゼーション**を修正することはできません。" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 msgid "Code and name" -msgstr "" +msgstr "コードと名前" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:37 msgid "" "Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " "which also indicate the account's purpose." -msgstr "" +msgstr "各アカウントは :guilabel:`コード` と :guilabel:`名前`によって識別され、アカウントの目的も示します。" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" -msgstr "" +msgstr "**勘定科目タイプ**を正しく設定することは、複数の役割を果たすため非常に重要です:" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "Information on the account's purpose and behavior" -msgstr "" +msgstr "勘定科目の目的と動作に関する情報" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 msgid "Generate country-specific legal and financial reports" -msgstr "" +msgstr "国別の法律および財務レポートの作成" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:49 msgid "Set the rules to close a fiscal year" -msgstr "" +msgstr "会計年度をクローズする規則を設定" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "Generate opening entries" -msgstr "" +msgstr "開始仕訳を作成" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " "selector and select the corresponding type from the following list:" msgstr "" +"勘定科目タイプを設定するには、:guilabel:`タイプ`フィールドのドロップダウンセレクタを開き、以下のリストから対応するタイプを選択します:" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 msgid "Report" @@ -6724,11 +7362,12 @@ msgstr "勘定科目タイプ" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "バランスシート" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "資産" @@ -6833,70 +7472,72 @@ msgstr "その他" msgid "Off-Balance Sheet" msgstr "オフバランスシート" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" -msgstr "" +msgstr "guilabel:`自動化`タブには3つの選択肢があります:" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 +msgid ":guilabel:`No`: this is the default value. Nothing happens." +msgstr ":guilabel:`いいえ`: これはデフォルト値です。何も起きません。" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 -msgid ":guilabel:`No`: this is the default value. Nothing happens." -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" +":guilabel:`Create in draft`: " +"取引が勘定科目に記帳されるたびに、下書き項目が作成されますが、検証はされません。最初に対応するフォームに入力する必要があります。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" +":guilabel:`Create and validate`: " +":guilabel:`繰延費用モデル`も選択する必要があります。勘定科目に取引が記帳されるたびに、仕訳が作成され、すぐに検証されます。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" -msgstr "" +msgstr "デフォルト税" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" +"勘定科目の :guilabel:`表示` " +"メニューで、この勘定科目がプロダクトの販売または購買に選択されたときに適用される**デフォルト税**を選択します。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "タグ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" +"会計レポートによっては、関連する勘定科目に**タグ**を設定する必要があります。タグを追加するには、 :guilabel:`表示` の下にある " +":guilabel:`タグ` フィールドをクリックし、既存のタグを選択するか :guilabel:`新規作成` します。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "勘定グループ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -6905,18 +7546,21 @@ msgid "" "group `131000`. You can attribute a specific group to an account in the " ":guilabel:`Group` field under :guilabel:`View`." msgstr "" +"**勘定科目グループ**は、複数の口座を大きな口座の*サブ勘定科目**としてリストアップし、**試算表**などのレポートを統合するのに便利です。デフォルトでは、グループはグループのコードに基づいて自動的に処理されます。例えば、新しい勘定科目" +" `131200` はグループ `131000` " +"に属します。guilabel:`表示`の下にある:guilabel:`グループ`フィールドで勘定科目に特定グループを割当てることができます。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" -msgstr "" +msgstr "勘定科目グループを手動で作成" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." -msgstr "" +msgstr "通常のユーザは、勘定科目グループを手動で作成する必要はありません。以下のセクションは、まれで高度な使用例のみを対象としています。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -6925,56 +7569,65 @@ msgid "" "that you must enter the same code prefix in both :guilabel:`From` and " ":guilabel:`to` fields." msgstr "" +"新しいアカウントグループを作成するには、 :ref:`開発者モード `を有効にして :menuselection:`会計 --> 設定 --> " +"会計グループ`に向かいます。ここで新しいグループを作成し、そのグループアカウントが利用できる :guilabel:`名前、コードプレフィックス、会社` " +"を入力します。guilabel:`From`と:guilabel:`to`の両方のフィールドに同じコードプレフィックスを入力しなければならないことに注意して下さい。" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Account groups creation." -msgstr "" +msgstr "勘定科目グループ作成。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " ":guilabel:`Options` menu and select :guilabel:`Hierarchy and Subtotals`." msgstr "" +"**試算表**を勘定科目グループとともに表示するには、 :menuselection:`会計 --> レポ―t寝具 --> 試算表` に進み、 " +":guilabel:`オプション` メニューを開いて :guilabel:`階層と小計` を選択します。" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Account Groups in the Trial Balance in Odoo Accounting" -msgstr "" +msgstr "Odoo会計の試算表の勘定科目グループ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" -msgstr "" +msgstr "消込を許可" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." -msgstr "" +msgstr "支払方法の取引を記録するために作られた勘定など、一部の勘定は、仕訳の消込に使用できます。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" " to record credit card payments needs to be configured as **allowing " "reconciliation**." msgstr "" +"例えば、クレジットカードで支払われた請求書は、その支払と消込された場合、 " +":guilabel:`支払済`とマークすることができます。したがって、クレジットカードによる支払を記録する勘定科目は、**消込を許可する**ように設定する必要があります。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " "accounts view." msgstr "" +"これを行うには、勘定科目の設定で :guilabel:`Allow Reconciliation` ボックスをチェックし、 " +":guilabel:`Save`;または勘定科目表ビューからボタンを有効にします。" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Allow reconciliation for accounts in Odoo Accounting" -msgstr "" +msgstr "Odoo会計で勘定科目の消込を許可" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "廃止" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -6982,29 +7635,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7539,7 +8192,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -7766,22 +8419,23 @@ msgstr "支払" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 @@ -7789,9 +8443,6 @@ msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -7807,174 +8458,195 @@ msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:39 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" +msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -8018,11 +8690,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -8034,7 +8706,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -8044,17 +8716,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -8067,13 +8739,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr "" @@ -8783,253 +9455,91 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "未消込支払" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -9216,69 +9726,75 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " "module is required to print U.S. checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "アメリカ合衆国" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -9286,11 +9802,11 @@ msgid "" " :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -9298,7 +9814,7 @@ msgid "" "reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -11536,6 +12052,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "前提条件" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "納税申告周期" @@ -11677,7 +12198,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" @@ -11933,9 +12454,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11945,10 +12467,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11957,444 +12479,458 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" +msgid "Activate sales taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "税名" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "税計算" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " ":ref:`affects the base of the subsequent ones `." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "税" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "合計" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:102 +msgid "" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "1,100.00" +msgstr "" + #: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" +msgid "**Percentage of Price Tax Included**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 -msgid "1,100.00" +msgid "111.11" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:127 +msgid "1,111.11" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:130 -msgid "**Percentage of Price Tax Included**" +msgid "**Python code**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:132 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:138 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "1,111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "有効化" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "税範囲" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:177 -msgid "Definition tab" +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:179 +msgid "Definition tab" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "請求書上のラベル" - #: ../../content/applications/finance/accounting/taxes.rst:204 +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" +msgid "The label on invoices is displayed on each invoice line" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "税グループ" +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:216 +#: ../../content/applications/finance/accounting/taxes.rst:217 msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "分析コストに含む" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "内税" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "後続の税の基準額に影響" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -12405,15 +12941,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr "" @@ -12506,6 +13046,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -13244,78 +13785,55 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 @@ -13324,13 +13842,20 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr "" @@ -13405,7 +13930,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "" @@ -13424,6 +13949,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -13653,6 +14182,13 @@ msgstr "定率法" msgid "Declining Then Straight Line" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" +"サーバは1日1回、仕訳を記帳しなければならないかどうかをチェックします。そのため、*ドラフト*から*記帳済*に変更されるまで最大24時間かかる場合があります。" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -13663,6 +14199,15 @@ msgstr "" msgid "Configure an Assets Account" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" +"勘定科目を**勘定科目表**に設定するには、 :menuselection:`会計 --> 設定 --> " +"勘定科目表`に行き、*作成*をクリックし、フォームに必要事項を記入して下さい。" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "" @@ -13673,12 +14218,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "" @@ -13692,12 +14235,10 @@ msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -13713,18 +14254,29 @@ msgid "" "automation>` for these products." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "記帳済項目の勘定科目を変更する" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " "click on the account, and select the right one." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "Odoo会計で記帳した仕訳項目の勘定科目の変更" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "新しいエントリを作成" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -13760,6 +14312,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "\"Prorata Temporis\"とはどういう意味ですか？" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -13941,6 +14497,14 @@ msgid "" "with the right asset account." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" +"その勘定科目にリンクされているすべてのモデルの新しいボタンがフォームの上部に表示されます。モデルのボタンをクリックすると、そのモデルに従ってフォームが入力されます。" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "" @@ -13960,6 +14524,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "**いいえ:** これはデフォルト値です。何も起こりません。" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -13985,243 +14553,189 @@ msgid "" "account`)." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr ":doc:`../get_started/chart_of_accounts`" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" +msgid "Deferred expenses" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "前払費用モデル" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 -msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 -msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 @@ -14469,8 +14983,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -14527,6 +15041,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -16863,7 +17379,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "" @@ -16946,7 +17462,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "" @@ -17113,7 +17629,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "" @@ -18178,29 +18694,1654 @@ msgstr "" msgid "Australia" msgstr "オーストラリア" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "従業員ヒーローオーストラリア給料" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "購買" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "給与計算" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "従業員ヒーローオーストラリア給料" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -18213,7 +20354,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -18223,13 +20364,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -18239,15 +20383,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -18260,20 +20404,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -18283,7 +20427,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -18379,7 +20523,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -18397,22 +20541,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -18473,7 +20617,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -18579,12 +20723,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -18684,10 +20822,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -18930,12 +21064,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "電子請求" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -18944,38 +21447,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -18983,7 +21486,7 @@ msgid "" "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -18991,76 +21494,76 @@ msgid "" "`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "認証済み" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -19068,52 +21571,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -19122,7 +21625,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -19130,17 +21633,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -19149,7 +21652,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -19197,7 +21700,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -19212,25 +21715,25 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "IoT Box" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -19238,19 +21741,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -19262,7 +21765,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -19270,17 +21773,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -19828,10 +22331,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -20007,7 +22506,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -20238,7 +22737,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -20268,7 +22767,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -20283,12 +22782,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -20301,24 +22798,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -20326,110 +22816,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -20437,11 +22927,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -20450,15 +22940,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -20466,11 +22956,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -20480,50 +22970,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -20534,29 +23024,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -20564,19 +23054,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "証明書" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -20584,24 +23074,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -20612,13 +23102,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -20627,12 +23117,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -20640,43 +23130,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -20686,13 +23176,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -20703,56 +23193,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -20760,32 +23250,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -20794,7 +23284,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -20802,7 +23292,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -20810,11 +23300,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -20823,7 +23313,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -20832,14 +23322,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -20847,11 +23337,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -20862,14 +23352,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -20877,60 +23367,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "転送アカウント" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "コンバージョン率" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -20942,11 +23432,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -20959,32 +23449,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -20994,7 +23484,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -21007,7 +23497,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -21018,7 +23508,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -21031,7 +23521,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -21042,26 +23532,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -21070,21 +23560,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "" @@ -21092,11 +23582,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -21110,14 +23600,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21128,36 +23618,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -21165,11 +23655,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -21182,12 +23672,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -21279,34 +23769,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -21321,16 +23811,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -21344,11 +23834,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -21362,7 +23852,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -21372,17 +23862,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -21396,23 +23886,23 @@ msgid "" "code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -21423,7 +23913,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -21433,16 +23923,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -21454,55 +23944,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -21514,11 +24004,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "クレーム" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -21533,7 +24023,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -21541,12 +24031,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21554,7 +24044,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21562,14 +24052,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21579,46 +24069,46 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -21629,13 +24119,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -21646,7 +24136,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -21656,18 +24146,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -21676,7 +24166,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -21684,7 +24174,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -21694,7 +24184,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -21702,18 +24192,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21721,7 +24211,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21731,7 +24221,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -21745,7 +24235,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -21759,7 +24249,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -21769,11 +24259,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -21783,7 +24273,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -21791,18 +24281,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21810,13 +24300,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21826,14 +24316,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -21841,11 +24331,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -21856,11 +24346,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21872,11 +24362,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -21887,32 +24377,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -21925,20 +24415,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -21951,12 +24441,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -21967,7 +24457,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -21979,31 +24469,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -22015,31 +24505,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -22047,23 +24537,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -22071,7 +24561,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -22084,21 +24574,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -22109,17 +24599,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -22130,7 +24620,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -22138,11 +24628,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -22154,19 +24644,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -22178,18 +24668,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "返品" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -22201,7 +24691,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -22211,24 +24701,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -22236,7 +24726,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -22251,11 +24741,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -22264,13 +24754,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -22281,7 +24771,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -22292,7 +24782,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -24343,8 +26833,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" @@ -25859,7 +28349,6 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -31824,7 +34313,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -32418,13 +34907,11 @@ msgid "Spain" msgstr "スペイン" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" +msgid "Spanish chart of accounts" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 @@ -32441,39 +34928,57 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 -msgid "Tax Report (Modelo 111)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 -msgid "Tax Report (Modelo 115)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +msgid "Tax Report (Modelo 111)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 +msgid "Tax Report (Modelo 115)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "スイス" @@ -32677,17 +35182,6 @@ msgstr "" msgid "TVA 7.7%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "購買" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -33357,10 +35851,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "給与計算" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -33824,6 +36314,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -33831,6 +36322,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -33855,7 +36347,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -34421,10 +36912,10 @@ msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -34843,8 +37334,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -35489,17 +37980,26 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -35996,30 +38496,37 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " "saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -36623,11 +39130,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "テンプレート" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -36636,7 +39156,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -36646,40 +39166,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "役割" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -36690,11 +39211,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -36703,28 +39224,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -36732,7 +39253,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -36740,7 +39261,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -36752,28 +39273,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -36782,7 +39303,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -36793,7 +39314,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -36801,11 +39322,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -36814,7 +39335,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -36825,76 +39346,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -36902,20 +39424,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -36923,33 +39445,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -36957,19 +39479,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -36979,7 +39501,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/ja/LC_MESSAGES/inventory_and_mrp.po b/locale/ja/LC_MESSAGES/inventory_and_mrp.po index 842a0c3f4..734ed451c 100644 --- a/locale/ja/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/ja/LC_MESSAGES/inventory_and_mrp.po @@ -7,17 +7,17 @@ # Noma Yuki, 2023 # Martin Trigaux, 2023 # Yoshi Tashiro (Quartile) , 2023 -# Wil Odoo, 2023 # Junko Augias, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Junko Augias, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -53,52 +53,269 @@ msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" +msgid "Apply inventory adjustments with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 @@ -998,6 +1215,9 @@ msgstr "ロット番号" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1027,6 +1247,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1337,141 +1558,661 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "入荷" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "配送" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "内部振替" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" +msgid "Create and process transfers with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 @@ -2906,79 +3647,169 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" +msgid "Difference between lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "入門" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 -msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "トレーサビリティ" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 @@ -3488,16 +4319,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3507,10 +4328,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3625,23 +4442,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3649,13 +4466,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3664,7 +4481,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3677,7 +4494,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3685,19 +4502,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3709,7 +4526,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3717,7 +4534,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3732,13 +4549,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -3747,51 +4564,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -3801,14 +4618,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -3816,7 +4633,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -3825,12 +4642,12 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -3842,7 +4659,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -3851,38 +4668,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -3892,7 +4709,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -3904,39 +4721,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -3944,7 +4761,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -3954,10 +4771,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -4480,6 +5295,11 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -4840,7 +5660,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "" @@ -6096,7 +6916,7 @@ msgstr "直接入荷(1ステップ)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "" @@ -6111,7 +6931,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6173,11 +6993,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "直接配送(1ステップ)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6186,7 +7006,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6197,7 +7017,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6208,12 +7028,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6223,7 +7043,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6559,49 +7379,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6615,7 +7443,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6624,7 +7452,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6633,7 +7461,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6644,7 +7472,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6657,11 +7485,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -6670,7 +7498,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -6685,11 +7513,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -6697,7 +7525,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8463,6 +9291,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "ワークフロー" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -8596,6 +9591,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9128,6 +10124,624 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "2" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "1" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "有効期限日" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -9577,44 +11191,102 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "基準" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -9623,633 +11295,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" +msgstr "最寄りのロケーション" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "" +msgid "Least Packages" +msgstr "最も少ないパッケージ" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "ロット&シリアル番号" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "梱包" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "最寄りのロケーション" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -10705,10 +11949,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "梱包" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12012,20 +13252,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12034,14 +13274,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -14922,8 +16162,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -14932,53 +16173,320 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 @@ -15574,10 +17082,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "トレーサビリティ" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/ja/LC_MESSAGES/sales.po b/locale/ja/LC_MESSAGES/sales.po index 05e6731cb..a04aa9d0a 100644 --- a/locale/ja/LC_MESSAGES/sales.po +++ b/locale/ja/LC_MESSAGES/sales.po @@ -5,19 +5,18 @@ # # Translators: # Norimichi Sugimoto , 2023 -# Ryoko Tsuda , 2023 -# Junko Augias, 2023 # Noma Yuki, 2023 -# Wil Odoo, 2023 +# Junko Augias, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -56,19 +55,12 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -93,80 +85,200 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "設定" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 -msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 +msgid "" +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 @@ -469,6 +581,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "価格設定" @@ -5286,14 +5399,14 @@ msgstr "キャッシュラウンディング" msgid "" "**Cash rounding** is required when the lowest physical denomination of " "currency, or the smallest coin, is higher than the minimum unit of account." -msgstr "" +msgstr "**現金丸め**は、通貨の最小額面または最小硬貨が口座の最小単位より高い場合に必要となります。" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9 msgid "" "For example, some countries require their companies to round up or down the " "total amount of an invoice to the nearest five cents, when the payment is " "made in cash." -msgstr "" +msgstr "例えば、現金払いの場合、請求書の合計金額を5セント単位で切り上げるか、切り下げることを企業に要求する国もあります。" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13 msgid "" @@ -6893,14 +7006,16 @@ msgid "Rental" msgstr "レンタル" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" #: ../../content/applications/sales/rental.rst:11 @@ -6912,143 +7027,507 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "レンタル価格" +msgid "Dashboard" +msgstr "" -#: ../../content/applications/sales/rental.rst:22 +#: ../../content/applications/sales/rental.rst:19 msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" #: ../../content/applications/sales/rental.rst:37 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "管理設定" + +#: ../../content/applications/sales/rental.rst:39 msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." msgstr "" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "" - -#: ../../content/applications/sales/rental.rst:44 -msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:46 -msgid "Only one price line is used." -msgstr "" - -#: ../../content/applications/sales/rental.rst:47 -msgid "The cheapest line is selected." +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." msgstr "" #: ../../content/applications/sales/rental.rst:50 -msgid "Consider the following rental pricing configuration for a product:" +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." msgstr "" #: ../../content/applications/sales/rental.rst:52 -msgid "1 day: $100" -msgstr "" - -#: ../../content/applications/sales/rental.rst:53 -msgid "3 days: $250" +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." msgstr "" #: ../../content/applications/sales/rental.rst:54 -msgid "1 week: $500" +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "在庫引当" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 +msgid "Only one price line is used." +msgstr "" + +#: ../../content/applications/sales/rental.rst:125 +msgid "The cheapest line is selected." +msgstr "" + +#: ../../content/applications/sales/rental.rst:128 +msgid "Consider the following rental pricing configuration for a product:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:130 +msgid "1 day: $100" +msgstr "" + +#: ../../content/applications/sales/rental.rst:131 +msgid "3 days: $250" +msgstr "" + +#: ../../content/applications/sales/rental.rst:132 +msgid "1 week: $500" +msgstr "" + +#: ../../content/applications/sales/rental.rst:134 +msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" msgstr "" -#: ../../content/applications/sales/rental.rst:96 +#: ../../content/applications/sales/rental.rst:252 msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." msgstr "" #: ../../content/applications/sales/sales.rst:10 @@ -7067,285 +7546,339 @@ msgid "Amazon Connector" msgstr "Amazonコネクター" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" +msgid "Amazon Connector features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" +msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" +msgid "The Amazon Connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" +msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" +msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" +msgid "gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "**Shipping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "課金" - #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "**Gift Wrapping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" +msgid "Synchronize unshipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" +msgid "**Shipping**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "**Gift Wrapping**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" +msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" +msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -7358,121 +7891,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" @@ -7701,7 +8318,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "" @@ -7756,137 +8372,1267 @@ msgstr "" msgid "eBay Connector" msgstr "eBayコネクター" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 +msgid "" +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" +msgid "Listing without variation" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" +msgid "eBay connector setup" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" +msgid "Overview" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" +msgid "eBay - Odoo linked fields" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" msgstr "" +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" +msgstr "サブタイトル" + #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 -msgid "Accept account deletion notifications" +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "期間" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "国" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "トークン" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "トークンを使用" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 +msgid "Accept account deletion notifications" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -7894,154 +9640,181 @@ msgid "" "request and take further action if necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "" @@ -10955,12 +12728,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "管理設定" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -11623,7 +13390,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:148 msgid ":doc:`/applications/sales/subscriptions`" -msgstr "" +msgstr ":doc:`/applications/sales/subscriptions`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:151 msgid "Configuration tab" @@ -12132,311 +13899,767 @@ msgid "Manage your products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" +msgid "Import products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" +msgid "" +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 -msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" +msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 -msgid "" -"Go to the `Google Cloud Platform API & Services " -"`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"Go to the `Google Cloud Platform API & Services " +"`_ page to generate Google Custom " +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 +msgid "" +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" +msgid "API & Services page on Google Cloud Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" +msgid "The API key created pop-up window that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 +msgid "" +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 -msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -13558,7 +15781,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -13689,7 +15912,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -13706,7 +15929,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -13737,7 +15960,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -13758,7 +15981,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -14584,41 +16807,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -14626,12 +16827,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -14640,37 +16846,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -14679,25 +16922,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -14705,19 +16944,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -14726,13 +16965,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -14740,24 +16979,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -14765,7 +17004,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -14776,7 +17015,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -14784,136 +17023,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -14923,7 +17089,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -14934,6 +17100,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "サブスクリプション" @@ -15196,25 +17383,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr "" @@ -15949,113 +18136,140 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" +msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 @@ -16257,114 +18471,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" +msgid "Activation of the discount option in Odoo Sales." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 +#: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" diff --git a/locale/ja/LC_MESSAGES/websites.po b/locale/ja/LC_MESSAGES/websites.po index 3209b0bb9..02e9a1f51 100644 --- a/locale/ja/LC_MESSAGES/websites.po +++ b/locale/ja/LC_MESSAGES/websites.po @@ -5,17 +5,17 @@ # # Translators: # Martin Trigaux, 2023 -# Junko Augias, 2023 -# Wil Odoo, 2023 +# Junko Augias, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -27,6 +27,278 @@ msgstr "" msgid "Websites" msgstr "Webサイト" +#: ../../content/applications/websites/blog.rst:3 +msgid "Blog" +msgstr "ブログ" + +#: ../../content/applications/websites/blog.rst:5 +msgid "" +"**Odoo Blog** allows you to create and manage blog posts on your website to " +"engage your audience and build a community." +msgstr "" + +#: ../../content/applications/websites/blog.rst:9 +msgid "" +"If the Blog module is not yet installed, click :guilabel:`+New` on the " +"website builder, select :guilabel:`Blog Post`, and click " +":guilabel:`Install`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:13 +msgid "Creating a blog" +msgstr "" + +#: ../../content/applications/websites/blog.rst:15 +msgid "" +"To create or edit a blog, go to :menuselection:`Website --> Configuration " +"--> Blogs: Blogs`. Click :guilabel:`New`, and enter the :guilabel:`Blog " +"Name` and the :guilabel:`Blog Subtitle`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:18 +msgid "" +"The :guilabel:`Blog` menu item is added to your website's menu the first " +"time you create a blog and gathers all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:22 +msgid "Adding a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:24 +msgid "" +"Go to your website, click :guilabel:`+New` in the top-right corner, and " +"select :guilabel:`Blog Post`. In the pop-up, **select the blog** where the " +"post should appear, write the post's :guilabel:`Title`, and " +":guilabel:`Save`. You can then write the post's content and customize the " +"page using the website builder." +msgstr "" + +#: ../../content/applications/websites/blog.rst:30 +msgid "" +"Illustrate your articles with copyright-free images from :doc:`Unsplash " +"`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:32 +msgid "Type `/` in the text editor to format and add elements to your text." +msgstr "" + +#: ../../content/applications/websites/blog.rst:35 +msgid "" +"Don't forget to toggle the :guilabel:`Unpublished` switch in the top-right " +"corner to publish your post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:39 +msgid "Using tags" +msgstr "" + +#: ../../content/applications/websites/blog.rst:41 +msgid "" +"Tags let visitors filter all posts sharing the same tag. By default, they " +"are displayed at the bottom of posts, but can also be displayed on the " +"blog's main page. To do so, click :menuselection:`Edit --> Customize` and " +"enable the :guilabel:`Sidebar`. By default, the sidebar's :guilabel:`Tags " +"List` is enabled." +msgstr "" + +#: ../../content/applications/websites/blog.rst:46 +msgid "" +"To create a tag, go to :menuselection:`Website --> Configuration --> Blogs: " +"Tags` and click :guilabel:`New`. Fill in the:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:49 +msgid ":guilabel:`Name`" +msgstr "" + +#: ../../content/applications/websites/blog.rst:50 +msgid "" +":guilabel:`Category`: tag categories let you group tags displayed on the " +"sidebar by theme." +msgstr "" + +#: ../../content/applications/websites/blog.rst:51 +msgid "" +":guilabel:`Used in`: to apply the tag to existing blog posts, click " +":guilabel:`Add a line`, select the posts, and click :guilabel:`Select`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:54 +msgid "" +"You can add and create tags directly from posts by clicking " +":menuselection:`Edit --> Customize` and select the post's cover. Under " +":guilabel:`Tags`, click :guilabel:`Choose a record...`, and select or create" +" a tag." +msgstr "" + +#: ../../content/applications/websites/blog.rst-1 +msgid "Adding a tag to a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:62 +msgid "" +"To manage tag categories, go to :menuselection:`Website --> Configuration " +"--> Blogs: Tag Categories`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:66 +msgid "Customizing blog homepages" +msgstr "" + +#: ../../content/applications/websites/blog.rst:68 +msgid "" +"Customize the content of blog homepages by opening a blog homepage and " +"clicking :menuselection:`Edit --> Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:72 +msgid "Settings apply to **all** blogs homepages." +msgstr "" + +#: ../../content/applications/websites/blog.rst:74 +msgid "" +":guilabel:`Top Banner`: :guilabel:`Name/Latest Post` displays the title of " +"the latest post on the top banner, while :guilabel:`Drop Zone for Building " +"Blocks` removes the top banner and lets you use any building block instead." +msgstr "" + +#: ../../content/applications/websites/blog.rst:78 +msgid "" +":guilabel:`Layout`: organizes posts as a :guilabel:`Grid` or " +":guilabel:`List`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:80 +msgid ":guilabel:`Cards`: adds a *card* effect." +msgstr "" + +#: ../../content/applications/websites/blog.rst:81 +msgid ":guilabel:`Increase Readability`: improves the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:83 +msgid "" +":guilabel:`Sidebar`: displays a sidebar containing an :guilabel:`About us` " +"section." +msgstr "" + +#: ../../content/applications/websites/blog.rst:85 +msgid "" +":guilabel:`Archives`: allows visitors to select a month and filter all posts" +" created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:87 +msgid "" +":guilabel:`Follow Us`: displays links to your social media networks. They " +"can be configured using the Social Media building block somewhere on your " +"website." +msgstr "" + +#: ../../content/applications/websites/blog.rst:89 +msgid "" +":guilabel:`Tags List`: displays all tags related to a blog. Visitors can " +"select a tag to filter all related posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:92 +msgid "" +":guilabel:`Posts List`: :guilabel:`Cover` displays the posts' images, and " +":guilabel:`No Cover` hides them." +msgstr "" + +#: ../../content/applications/websites/blog.rst:95 +msgid ":guilabel:`Author`: displays the posts' authors." +msgstr "" + +#: ../../content/applications/websites/blog.rst:96 +msgid "" +":guilabel:`Comments/Views Stats`: displays the posts' number of comments and" +" views." +msgstr "" + +#: ../../content/applications/websites/blog.rst:97 +msgid "" +":guilabel:`Teaser & Tags`: displays the posts' first sentences and tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:100 +msgid "Customizing blog posts" +msgstr "" + +#: ../../content/applications/websites/blog.rst:102 +msgid "" +"Customize posts by opening a blog post and clicking :menuselection:`Edit -->" +" Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:105 +msgid "Settings apply to **all** posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:107 +msgid "" +":guilabel:`Layout`: :guilabel:`Title Inside Cover` displays the title inside" +" the cover image, and :guilabel:`Title above Cover` displays it above." +msgstr "" + +#: ../../content/applications/websites/blog.rst:110 +msgid ":guilabel:`Increase Readability`: increases the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:112 +msgid "" +":guilabel:`Sidebar`: displays the :guilabel:`Sidebar` and additional " +"options:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:114 +msgid "" +":guilabel:`Archive`: allows visitors to select a month and filter all posts " +"created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:116 +msgid ":guilabel:`Author`: displays the post's author and creation date." +msgstr "" + +#: ../../content/applications/websites/blog.rst:117 +msgid ":guilabel:`Blog List`: displays links to all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:118 +msgid "" +":guilabel:`Share Links`: displays share buttons to several social networks." +msgstr "" + +#: ../../content/applications/websites/blog.rst:119 +msgid ":guilabel:`Tags`: displays the post's tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:121 +msgid ":guilabel:`Breadcrumb`: displays the path to the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:123 +msgid "" +":guilabel:`Bottom`: :guilabel:`Next Article` displays the next post at the " +"bottom, and :guilabel:`Comments` enable visitors to comment on the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:126 +msgid "" +":guilabel:`Select To Tweet`: visitors are offered to tweet the text they " +"select." +msgstr "" + +#: ../../content/applications/websites/blog.rst:129 +msgid "" +"Use :ref:`Plausible ` to keep track of the " +"traffic on your blog." +msgstr "" + #: ../../content/applications/websites/ecommerce.rst:8 msgid "eCommerce" msgstr "Eコマース" @@ -3055,7 +3327,7 @@ msgstr "" #: ../../content/applications/websites/forum.rst:75 #: ../../content/applications/websites/forum.rst:90 msgid "2" -msgstr "" +msgstr "2" #: ../../content/applications/websites/forum.rst:76 msgid ":guilabel:`Question upvoted`" @@ -3241,7 +3513,7 @@ msgstr "" #: ../../content/applications/websites/forum.rst:176 #: ../../content/applications/websites/forum.rst:179 msgid "1" -msgstr "" +msgstr "1" #: ../../content/applications/websites/forum.rst:146 msgid ":guilabel:`Edit all posts`" @@ -3253,7 +3525,7 @@ msgstr "" #: ../../content/applications/websites/forum.rst:148 msgid "300" -msgstr "" +msgstr "300" #: ../../content/applications/websites/forum.rst:149 msgid ":guilabel:`Close own posts`" @@ -4134,22 +4406,21 @@ msgid "" "In order to track the geographical location of visitors, :guilabel:`GeoIP` " "must be installed on the database. While this feature is installed by " "default on *Odoo Online*, *On-Premise* databases will require additional " -":doc:`setup steps `." +":doc:`setup steps `." msgstr "" -#: ../../content/applications/websites/livechat.rst:191 +#: ../../content/applications/websites/livechat.rst:190 msgid "Widget" msgstr "ウィジェット" -#: ../../content/applications/websites/livechat.rst:193 +#: ../../content/applications/websites/livechat.rst:192 msgid "" "The :guilabel:`Widget` tab on the live chat channel details form provides " "the shortcode for an embeddable website widget. This code can be added to a " "website to provide access to a live chat window." msgstr "" -#: ../../content/applications/websites/livechat.rst:197 +#: ../../content/applications/websites/livechat.rst:196 msgid "" "The live chat widget can be added to websites created through Odoo by " "navigating to the :menuselection:`Website --> Configuration --> Settings`. " @@ -4157,14 +4428,14 @@ msgid "" "add to the site. Click :guilabel:`Save` to apply." msgstr "" -#: ../../content/applications/websites/livechat.rst:201 +#: ../../content/applications/websites/livechat.rst:200 msgid "" "To add the widget to a website created on a third-party platform, click the " "first :guilabel:`COPY` button on the :guilabel:`Widget` tab and paste the " "code into the `` tag on the site." msgstr "" -#: ../../content/applications/websites/livechat.rst:204 +#: ../../content/applications/websites/livechat.rst:203 msgid "" "Likewise, to send a live chat session to a customer, click the second " ":guilabel:`COPY` button on the :guilabel:`Widget` tab. This link can be sent" @@ -4176,29 +4447,29 @@ msgstr "" msgid "View of the widget tab for Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat.rst:213 +#: ../../content/applications/websites/livechat.rst:212 msgid "Participate in a conversation" msgstr "" -#: ../../content/applications/websites/livechat.rst:215 +#: ../../content/applications/websites/livechat.rst:214 msgid "" "As explained above, *operators* are the users who will respond to live chat " "requests from customers. The information below outlines the necessary steps " "for operators participating in live chat conversations on an Odoo database." msgstr "" -#: ../../content/applications/websites/livechat.rst:220 +#: ../../content/applications/websites/livechat.rst:219 msgid "Set an online chat name" msgstr "" -#: ../../content/applications/websites/livechat.rst:222 +#: ../../content/applications/websites/livechat.rst:221 msgid "" "Before participating in a live chat, operators should update their *Online " "Chat Name*. This is the name that will be displayed to site visitors in the " "live chat conversation." msgstr "" -#: ../../content/applications/websites/livechat.rst:225 +#: ../../content/applications/websites/livechat.rst:224 msgid "" "To update the :guilabel:`Online Chat Name`, click on the user name in the " "upper-right corner of any page in the database. Select :guilabel:`My " @@ -4211,13 +4482,13 @@ msgstr "" msgid "View of the My Profile option in Odoo." msgstr "" -#: ../../content/applications/websites/livechat.rst:234 +#: ../../content/applications/websites/livechat.rst:233 msgid "" "If a users :guilabel:`Online Chat Name` is not set, the name displayed will " "default to the :guilabel:`User Name`." msgstr "" -#: ../../content/applications/websites/livechat.rst:238 +#: ../../content/applications/websites/livechat.rst:237 msgid "" "A user has their full name as their :guilabel:`User Name`, but they do not " "want to include their last name in a live chat conversation. They would then" @@ -4228,18 +4499,18 @@ msgstr "" msgid "View of user profile in Odoo, emphasizing the Online Chat name field." msgstr "" -#: ../../content/applications/websites/livechat.rst:247 +#: ../../content/applications/websites/livechat.rst:246 msgid "Join or leave a channel" msgstr "" -#: ../../content/applications/websites/livechat.rst:249 +#: ../../content/applications/websites/livechat.rst:248 msgid "" "To join a live chat channel, go to the :menuselection:`Live Chat` app and " "click the :guilabel:`JOIN` button on the kanban card for the appropriate " "channel." msgstr "" -#: ../../content/applications/websites/livechat.rst:252 +#: ../../content/applications/websites/livechat.rst:251 msgid "" "Any channel where the user is currently active will show a :guilabel:`LEAVE`" " button. Click this button to disconnect from the channel." @@ -4250,18 +4521,18 @@ msgid "" "View of a channel form and the option to join a channel for Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat.rst:260 +#: ../../content/applications/websites/livechat.rst:259 msgid "" "*Operators* that do not show any activity in Odoo for more than thirty " "minutes will be considered disconnected, and subsequently removed from the " "channel." msgstr "" -#: ../../content/applications/websites/livechat.rst:264 +#: ../../content/applications/websites/livechat.rst:263 msgid "Manage live chat requests" msgstr "" -#: ../../content/applications/websites/livechat.rst:266 +#: ../../content/applications/websites/livechat.rst:265 msgid "" "When an operator is active in a channel, chat windows will open in the " "bottom right corner of the screen, no matter where they are in the database." @@ -4269,7 +4540,7 @@ msgid "" "location." msgstr "" -#: ../../content/applications/websites/livechat.rst:271 +#: ../../content/applications/websites/livechat.rst:270 msgid "" "Conversations can also be accessed by clicking the :guilabel:`Conversations`" " icon in the menu bar." @@ -4279,7 +4550,7 @@ msgstr "" msgid "View of the menu bar in Odoo emphasizing the conversations icon." msgstr "" -#: ../../content/applications/websites/livechat.rst:278 +#: ../../content/applications/websites/livechat.rst:277 msgid "" "Live chat conversations can also be viewed by navigating to " ":menuselection:`Dashboard --> Discuss`. New conversations will appear in " @@ -4292,20 +4563,20 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/websites/livechat.rst:285 +#: ../../content/applications/websites/livechat.rst:284 msgid "" "Click on a conversation in the left panel to select it. This will open the " "conversation. From this view, an operator can participate in the chat the " "same as they would in the normal chat window." msgstr "" -#: ../../content/applications/websites/livechat.rst:289 +#: ../../content/applications/websites/livechat.rst:288 msgid "" ":doc:`Get Started with Discuss " "`" msgstr "" -#: ../../content/applications/websites/livechat.rst:290 +#: ../../content/applications/websites/livechat.rst:289 msgid ":doc:`/applications/websites/livechat/responses`" msgstr "" @@ -5341,6 +5612,123 @@ msgid "" "beautiful websites that convert visitors into leads or revenues." msgstr "" +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:3 +msgid "Address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:5 +msgid "" +"You can use the Google Places API on your website to ensure that your users'" +" delivery addresses exist and are understood by the carrier. The Google " +"Places API allows developers to access detailed information about places " +"using HTTP requests. The autocompletion predicts a list of places when the " +"user starts typing the address." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Address autocomplete example" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:13 +msgid "" +"`Google Maps Platform `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:14 +msgid "" +"`Google Developers Documentation: Google Places API " +"`_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:18 +msgid "" +"To do so, go to :menuselection:`Website --> Configuration --> Settings` and " +"enable :guilabel:`Address Autocomplete` in the :guilabel:`SEO` section." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Enable address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:24 +msgid "" +"Insert your :guilabel:`Google Places API key` in the :guilabel:`API Key` " +"field. If you don't have one, create yours on the `Google Cloud Console " +"`_ and follow these steps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:28 +msgid "Step 1: Enable the Google Places API" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:30 +msgid "**Create a New Project:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:32 +msgid "" +"To enable the **Google Places API**, you first need to create a project. To " +"do so, click :guilabel:`Select a project` in the top left corner, " +":guilabel:`New Project`, and follow the prompts to set up your project." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:34 +msgid "**Enable the Google Places API:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:36 +msgid "" +"Go to the :guilabel:`Enabled APIs & Services` and click :guilabel:`+ ENABLE " +"APIS AND SERVICES.` Search for :guilabel:`\"Places API\"` and select it. " +"Click on the :guilabel:`\"Enable\"` button." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:39 +msgid "" +"Google's pricing depends on the number of requests and their complexity." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:42 +msgid "Step 2: Create API Credentials" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:44 +msgid "" +"Go to `APIs & Services --> Credentials " +"`_." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:46 +msgid "**Create credentials:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:48 +msgid "" +"To create your credentials, go to :guilabel:`Credentials`, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:50 +msgid "Restrict the API Key (Optional)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:52 +msgid "" +"For security purposes, you can restrict the usage of your API key. You can " +"go to the :guilabel:`API restrictions` section to specify which APIs your " +"key can access. For the Google Places API, you can restrict it to only allow" +" requests from specific websites or apps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:57 +msgid "Save Your API Key: Copy your API key and securely store it." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:58 +msgid "Do not share it publicly or expose it in client-side code." +msgstr "" + #: ../../content/applications/websites/website/configuration/cookies_bar.rst:3 msgid "Cookies bar" msgstr "" @@ -5763,101 +6151,6 @@ msgid "" "and select :guilabel:`Group by --> Website`." msgstr "" -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:3 -msgid "Geo IP Installation (On-Premises Database)" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:6 -msgid "Installation" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:8 -msgid "" -"Download both the GeoLite2 City and Country `databases " -"`_. You should end up with " -"two files called :file:`GeoLite2-City.mmdb` and " -":file:`GeoLite2-Country.mmdb`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:12 -msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:19 -msgid "Restart the server" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:22 -msgid "" -"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," -" use the :option:`--geoip-city-db ` and " -":option:`--geoip-country-db ` options of the " -"Odoo command line interface. These options take the absolute path to the " -"GeoIP database file and use it as the GeoIP database. For example:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:33 -msgid ":doc:`CLI documentation `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:36 -msgid "Test GeoIP Geolocation In Odoo Website" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:38 -msgid "" -"Edit a web page to include some geo-ip information such as the country name " -"of the current request IP address. To do so:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:41 -msgid "Go to your website. Open the web page that you want to test ``GeoIP``." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:42 -msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:43 -msgid "Add the following piece of XML in the page :" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:49 -msgid "Save and refresh the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:51 -msgid "" -"Geo-ip is working if you read your country name displayed in bold in the " -"middle of the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:53 -msgid "" -"In case you read \"**geoip failure**\" instead then the geolocalization " -"failed. The common causes are:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:55 -msgid "" -"The browsing IP address is the localhost (``127.0.0.1``) or a local area " -"network one. If you don't know, you can access your website using mobile " -"data." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:57 -msgid "" -"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " -"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:59 -msgid "" -"The GeoIP database is corrupt, missing or unaccessible. In such case a " -"warning was logged in the server logs." -msgstr "" - #: ../../content/applications/websites/website/configuration/spam_protection.rst:3 msgid "Forms spam protection" msgstr "" diff --git a/locale/ko/LC_MESSAGES/administration.po b/locale/ko/LC_MESSAGES/administration.po index 20eb6bfba..d3882f98f 100644 --- a/locale/ko/LC_MESSAGES/administration.po +++ b/locale/ko/LC_MESSAGES/administration.po @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Daye Jeong, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -65,6 +65,8 @@ msgid "" "and developing modules. They can be used for long-term production with " "additional deployment and maintenance work." msgstr "" +":doc:`패키지 설치 프로그램 `은 Odoo 테스트 및 모듈 개발에 적합합니다. 프로덕션 환경에서 " +"장기간 사용하려면 추가 배포 및 유지 관리 작업과 함께 사용할 수 있습니다." #: ../../content/administration/install.rst:16 msgid "" @@ -73,12 +75,15 @@ msgid "" "is adequate to develop modules and can be used as a base for production " "deployment." msgstr "" +":doc:`원본 설치 ` 옵션은 유연성이 향상되어 단일 시스템에서 여러 Odoo 버전을 실행하는 등의 작업을" +" 수행할 수 있습니다. 모듈 개발에 적합하며 프로덕션 배포를 위한 기반으로 사용할 수 있습니다." #: ../../content/administration/install.rst:20 msgid "" "A `Docker `_ base image is available for " "development or deployment." msgstr "" +"`도커 `_ 기본 이미지는 개발 및 배포 목적으로 사용할 수 있습니다." #: ../../content/administration/install.rst:26 msgid "Editions" @@ -95,6 +100,9 @@ msgid "" "`_. It is the core upon " "which Odoo Enterprise is built." msgstr "" +"**Odoo 커뮤니티**는 소프트웨어의 무료 오픈 소스 버전으로, `GNU LGPLv3 " +"`_ 라이선스에 따라 운영됩니다. 이는 Odoo" +" 엔터프라이즈를 구축하는 기반이 됩니다." #: ../../content/administration/install.rst:34 msgid "" @@ -103,12 +111,15 @@ msgid "" "hosting. `Pricing `_ starts from one app " "free." msgstr "" +"**Odoo 엔터프라이즈**는 소프트웨어의 공유 소스 버전으로, 기능 지원, 업그레이드, 호스팅 등의 추가 기능에 대한 액세스를 " +"제공합니다. 가격 `_은 무료 앱으로 시작합니다." #: ../../content/administration/install.rst:39 msgid "" ":doc:`Switch from Community to Enterprise ` at any time" " (except for the source install)." msgstr "" +":doc:`커뮤니티에서 엔터프라이즈로 전환 `은 언제든지 가능합니다. (소스 설치 제외)" #: ../../content/administration/install/cdn.rst:3 msgid "Set up a content delivery network (CDN)" @@ -125,12 +136,15 @@ msgid "" "internet content. The :abbr:`CDN (Content Delivery Network)` provides quick," " high-quality content delivery for content-heavy websites." msgstr "" +":abbr:`CDN (콘텐츠 전송 네트워크)` 또는 *콘텐츠 배포 네트워크*는 지리적으로 분산된 서버 네트워크로, 빠른 인터넷 콘텐츠 " +"전송을 제공합니다. CDN (콘텐츠 전송 네트워크)`은 빠르고 고품질의 콘텐츠 전송을 보장하며, 특히 콘텐츠가 많은 웹사이트에 " +"유용합니다." #: ../../content/administration/install/cdn.rst:14 msgid "" "This document will guide you through the setup of a KeyCDN_ account with an " "Odoo powered website." -msgstr "" +msgstr "이 문서는 Odoo에서 제공하는 웹사이트를 위해 KeyCDN_ 계정을 설정하는 과정을 안내합니다." #: ../../content/administration/install/cdn.rst:17 msgid "Create a pull zone in the KeyCDN dashboard" @@ -1452,6 +1466,116 @@ msgid "" "messages `." msgstr "" +#: ../../content/administration/install/geo_ip.rst:3 +msgid "Geo IP" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:6 +msgid "This documentation only applies to On-premise databases." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:9 +msgid "Installation" +msgstr "설치" + +#: ../../content/administration/install/geo_ip.rst:11 +msgid "" +"Download both the GeoLite2 City and Country `databases " +"`_. You should end up with " +"two files called :file:`GeoLite2-City.mmdb` and " +":file:`GeoLite2-Country.mmdb`." +msgstr "" +"GeoLite2 도시 및 국가 `데이터베이스 `_를" +" 모두 다운로드합니다. :file:`GeoLite2-City.mmdb`과 :file:`GeoLite2-Country.mmdb`라는 두 " +"개의 파일이 생성됩니다." + +#: ../../content/administration/install/geo_ip.rst:15 +msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." +msgstr ":file:`/usr/share/GeoIP/` 폴더로 파일을 옮깁니다." + +#: ../../content/administration/install/geo_ip.rst:22 +msgid "Restart the server" +msgstr "서버 다시 시작" + +#: ../../content/administration/install/geo_ip.rst:25 +msgid "" +"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," +" use the :option:`--geoip-city-db ` and " +":option:`--geoip-country-db ` options of the " +"Odoo command line interface. These options take the absolute path to the " +"GeoIP database file and use it as the GeoIP database. For example:" +msgstr "" +"geoip 데이터베이스를 :file:`/usr/share/GeoIP/`에서 찾지 않으려면 Odoo 명령줄 인터페이스에서 " +":option:`--geoip-city-db ` 및 :option:`--geoip-" +"country-db ` 옵션을 사용할 수 있습니다. 이러한 옵션은 GeoIP " +"데이터베이스 파일의 절대 경로를 가져와서 이를 GeoIP 데이터베이스로 사용합니다. 예를 들어:" + +#: ../../content/administration/install/geo_ip.rst:36 +msgid ":doc:`CLI documentation `." +msgstr ":doc:`CLI 문서 `." + +#: ../../content/administration/install/geo_ip.rst:39 +msgid "Test GeoIP geolocation in your Odoo website" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:41 +msgid "" +"Edit a web page to include some geo-ip information such as the country name " +"of the current request IP address. To do so:" +msgstr "웹페이지를 편집하여 현재 요청 IP 주소의 국가 이름과 같은 일부 IP 위치 정보를 포함시킵니다. 이렇게 하려면:" + +#: ../../content/administration/install/geo_ip.rst:44 +msgid "Go to your website. Open the web page that you want to test ``GeoIP``." +msgstr "웹사이트로 이동합니다. ``GeoIP``를 테스트할 웹페이지를 엽니다." + +#: ../../content/administration/install/geo_ip.rst:45 +msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." +msgstr ":menuselection:`사용자 지정 --> HTML/CSS/JS 편집기`를 선택합니다." + +#: ../../content/administration/install/geo_ip.rst:46 +msgid "Add the following piece of XML in the page :" +msgstr "페이지에 다음 XML을 추가합니다:" + +#: ../../content/administration/install/geo_ip.rst:52 +msgid "Save and refresh the page." +msgstr "페이지를 저장하고 새로고침합니다." + +#: ../../content/administration/install/geo_ip.rst:54 +msgid "" +"Geo-ip is working if you read your country name displayed in bold in the " +"middle of the page." +msgstr "페이지 중앙에 국가명이 굵은 글씨로 눈에 잘 띄게 표시되면 Geo-ip 기능이 작동하는 것입니다." + +#: ../../content/administration/install/geo_ip.rst:56 +msgid "" +"In case you read \"**geoip failure**\" instead then the geolocalization " +"failed. The common causes are:" +msgstr "대신 \"**geoip 실패**\"가 표시되는 경우, 지리적 위치 파악에 실패했다는 의미입니다. 일반적인 원인은 다음과 같습니다:" + +#: ../../content/administration/install/geo_ip.rst:58 +msgid "" +"The browsing IP address is the localhost (``127.0.0.1``) or a local area " +"network one. If you don't know, you can access your website using mobile " +"data." +msgstr "" +"브라우징 IP 주소는 로컬 호스트(``127.0.0.1``) 또는 로컬 영역 네트워크 주소입니다. 확인하려면 모바일 데이터를 사용하여 " +"웹사이트에 액세스할 수 있습니다." + +#: ../../content/administration/install/geo_ip.rst:60 +msgid "" +"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " +"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." +msgstr "" +"Odoo에서 역방향 프록시(예: Apache 또는 Nginx)를 사용하고 있지만 프록시 모드를 활성화한 상태로 Odoo를 시작하지 " +"않았습니다. :option:`프록시 모드 `를 참조하세요." + +#: ../../content/administration/install/geo_ip.rst:62 +msgid "" +"The GeoIP database is corrupt, missing or unaccessible. In such case a " +"warning was logged in the server logs." +msgstr "GeoIP 데이터베이스가 손상, 또는 누락되었거나 액세스할 수 없습니다. 이러한 경우 서버 로그에 경고가 기록됩니다." + #: ../../content/administration/install/online.rst:3 msgid "Online" msgstr "온라인" @@ -1477,8 +1601,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 #: ../../content/administration/maintain/supported_versions.rst:29 -#: ../../content/administration/upgrade.rst:92 -#: ../../content/administration/upgrade.rst:309 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "" @@ -3068,8 +3192,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:250 #: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade.rst:122 -#: ../../content/administration/upgrade.rst:320 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "Odoo.sh" @@ -4740,6 +4864,9 @@ msgid "" "registered database. You can check this Expiration Date in the About menu " "(Odoo 9) or in the Settings Dashboard (Odoo 10)." msgstr "" +"데이터베이스를 등록하려면 앱 전환기에 있는 배너에 구독 코드를 입력합니다. 구독 코드 앞뒤에 추가 공백이 없는지 확인하세요. 등록에 " +"성공하면 배너가 녹색으로 바뀌고 최근에 등록한 데이터베이스의 만료일이 표시됩니다. 이 만료일은 정보 메뉴(Odoo 9) 또는 설정 " +"대시보드(Odoo 10)에서 확인할 수 있습니다." #: ../../content/administration/maintain/on_premise.rst:16 msgid "Registration Error Message" @@ -5421,6 +5548,10 @@ msgid "" " be sure to restart the Odoo service or reboot your server, and you're all " "set." msgstr "" +"웹사이트에서 다운로드한 설치 패키지를 사용하여 Odoo를 설치한 경우 (권장 방법), 업데이트 프로세스는 간단합니다. 시스템에 맞는 설치" +" 패키지를 다운로드하고 (1단계 참조) 서버에 설치하기만 하면 됩니다. 이러한 패키지는 매일 업데이트되며 최신 보안 수정 사항이 포함되어" +" 있습니다. 일반적으로 패키지를 두 번 클릭하여 설치하면 기존 설치 파일 위에 설치됩니다. 설치가 완료된 후 Odoo 서비스를 다시 " +"시작하거나 서버를 재부팅하면 모든 준비가 완료됩니다." #: ../../content/administration/maintain/update.rst:106 msgid "Source Install (Tarball)" @@ -6140,6 +6271,10 @@ msgid "" "document them or write them directly in the modules of the branch, using XML" " data files overriding the default configuration or views." msgstr "" +"가장 최근의 데이터베이스는 무기한 보존되며, 같은 브랜치의 오래된 데이터베이스는 새 데이터베이스를 위한 공간을 확보하기 위해 가비지 " +"컬렉션될 수 있습니다. 이러한 데이터베이스는 3개월 동안 유효하며, 그 이후에는 브랜치를 다시 빌드해야 합니다. 이러한 데이터베이스에서 " +"구성 또는 보기 변경을 구현하는 경우 이를 문서화하거나 XML 데이터 파일을 사용하여 브랜치의 모듈에 직접 삽입하여 기본 구성 또는 " +"보기를 재정의하는 것이 중요합니다." #: ../../content/administration/odoo_sh/getting_started/branches.rst:83 msgid "" @@ -6472,6 +6607,10 @@ msgid "" "will be changed with the module update triggered afterwards. In these two " "cases, we are doing a backup as it may potentially break things." msgstr "" +"하나 또는 여러 모듈 (:file:`__manifest__.py`) 또는 관련 Python 종속성 " +"(:file:`requirements.txt`)의 버전을 업데이트하는 커밋을 병합하면 Odoo.sh는 자동으로 백업을 시작합니다. " +"(목록에 업데이트 유형으로 표시) 이는 새 pip 패키지를 설치하여 컨테이너가 변경되거나 후속 모듈 업데이트를 통해 데이터베이스 자체가 " +"변경될 수 있으므로 필요합니다. 두 가지 경우 모두 문제 발생의 잠재적 위험을 완화하기 위해 백업을 수행하는 것이 필수적입니다." #: ../../content/administration/odoo_sh/getting_started/branches.rst:276 msgid "" @@ -6483,6 +6622,10 @@ msgid "" "wrong (those manual backups are available for about one week). To avoid " "abuse, we limit manual backups to 5 per day." msgstr "" +"앞서 언급한 수정 없이 코드만 변경하는 커밋을 병합하는 경우, Odoo.sh는 백업을 수행하지 않습니다. 이는 컨테이너나 데이터베이스가 " +"수정되지 않아 플랫폼이 충분히 안전하다고 판단하기 때문입니다. 추가적인 예방 조치로, 예상치 못한 문제가 발생할 경우를 대비하여 프로덕션" +" 소스에 중요한 변경 사항을 적용하기 전에 수동으로 백업을 생성할 수 있습니다. (이러한 수동 백업은 약 1주일 동안 액세스할 수 있음)" +" 오용을 방지하기 위해 수동 백업은 하루에 5개로 제한합니다." #: ../../content/administration/odoo_sh/getting_started/branches.rst:282 msgid "" @@ -8169,6 +8312,10 @@ msgid "" "considered as currently opened is the file focused in the text editor, not " "the file highlighted in the file browser." msgstr "" +"하지만 필드 또는 뷰의 레이블 변경과 같이 데이터베이스에 저장된 데이터와 관련된 수정 사항인 경우 해당 모듈을 업데이트하여 변경 사항을 " +"구현해야 합니다. 현재 열려 있는 파일의 모듈은 메뉴 :menuselection:`Odoo --> 현재 모듈 업데이트`를 사용하여 " +"업데이트할 수 있습니다. 현재 열려 있는 것으로 간주되는 파일은 파일 브라우저에서 강조 표시된 파일이 아니라 텍스트 편집기에서 초점이 " +"맞춰진 파일입니다." #: ../../content/administration/odoo_sh/getting_started/online-editor.rst:93 msgid "You can also open a terminal and execute the command:" @@ -8239,6 +8386,13 @@ msgid "" "command-line/>`_ and use it as password. Granting the ``repo`` permission " "suffices." msgstr "" +"보안 고려 사항으로 인해 빌드 컨테이너에 SSH 개인 키가 없거나 웹 브라우저를 통해 이 편집기에 액세스하는 경우 SSH 에이전트를 통해" +" 전달되기 때문에 SSH Github 리모트는 사용되지 않습니다. 따라서 SSH를 사용하여 Github에 인증할 수 없습니다. 대신, " +"변경 사항을 푸시하려면 Git 리포지토리의 HTTPS 리모컨을 사용해야 하며, 이 리모컨은 자동으로 추가되고 Git 리모컨의 이름이 " +"*https*로 지정됩니다. 이 과정에서 Github 사용자 이름과 비밀번호를 입력하라는 메시지가 표시됩니다. Github에서 2단계 " +"인증을 사용 설정한 경우 `개인 액세스 토큰 `_을 생성하여 비밀번호로 사용할 수 있습니다. " +"``리포지토리`` 권한을 부여하는 것이 적절합니다." #: ../../content/administration/odoo_sh/getting_started/online-editor.rst:137 msgid "" @@ -8681,64 +8835,68 @@ msgstr "" #: ../../content/administration/upgrade.rst:42 msgid "" -"If your database contains a **custom module**, you must first upgrade its " -"source code to be compatible with the new version of Odoo **before " -"upgrading**." +"If your database contains custom modules, it cannot be upgraded until a " +"version of your custom modules is available for the target version of Odoo. " +"For customers maintaining their own custom modules, we recommend to " +"parallelize the process by :ref:`requesting an upgraded database " +"` while also :doc:`upgrading the source code " +"of your custom modules `." msgstr "" -#: ../../content/administration/upgrade.rst:49 +#: ../../content/administration/upgrade.rst:50 msgid "Upgrading in a nutshell" msgstr "" -#: ../../content/administration/upgrade.rst:51 +#: ../../content/administration/upgrade.rst:52 msgid "" "Request an upgraded test database (see :ref:`obtaining an upgraded test " "database `)." msgstr "" -#: ../../content/administration/upgrade.rst:54 +#: ../../content/administration/upgrade.rst:55 +msgid "" +"If applicable, upgrade the source code of your custom module to be " +"compatible with the new version of Odoo (see " +":doc:`/developer/howtos/upgrade_custom_db`)." +msgstr "" + +#: ../../content/administration/upgrade.rst:58 msgid "" "Thoroughly test the upgraded database (see :ref:`testing the new version of " "the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:57 +#: ../../content/administration/upgrade.rst:61 msgid "" "Report any issue encountered during the testing to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:60 -msgid "" -"(If applicable) : upgrade the source code of your custom module to be " -"compatible with the new version of Odoo." -msgstr "" - -#: ../../content/administration/upgrade.rst:63 +#: ../../content/administration/upgrade.rst:64 msgid "" "Once all issues are resolved and you are confident that the upgraded " "database can be used as your main database without any issues, plan the " "upgrade of your production database." msgstr "" -#: ../../content/administration/upgrade.rst:66 +#: ../../content/administration/upgrade.rst:67 msgid "" "Request the upgrade for the production database, rendering it unavailable " "for the time it takes to complete the process (see :ref:`upgrading the " "production database `)." msgstr "" -#: ../../content/administration/upgrade.rst:69 +#: ../../content/administration/upgrade.rst:70 msgid "" "Report any issue encountered during the upgrade to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:78 +#: ../../content/administration/upgrade.rst:76 msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:78 msgid "" "The `Upgrade page `_ is the main platform for " "requesting an upgraded database. However, depending on the hosting type, you" @@ -8747,7 +8905,7 @@ msgid "" "`_." msgstr "" -#: ../../content/administration/upgrade.rst:86 +#: ../../content/administration/upgrade.rst:84 msgid "" "The Upgrade platform follows the same `Privacy Policy " "`_ as the other Odoo.com services. Visit the " @@ -8755,13 +8913,13 @@ msgid "" "learn more about how Odoo handles your data and privacy." msgstr "" -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:92 msgid "" "Odoo Online databases can be manually upgraded via the `database manager " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:97 +#: ../../content/administration/upgrade.rst:95 msgid "" "The database manager displays all databases associated with the user's " "account. Databases not on the most recent version of Odoo display an arrow " @@ -8773,23 +8931,23 @@ msgid "" "The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:104 +#: ../../content/administration/upgrade.rst:102 msgid "" "Click the **arrow in a circle** icon to start the upgrade process. In the " "popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:106 +#: ../../content/administration/upgrade.rst:104 msgid "" "The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:107 +#: ../../content/administration/upgrade.rst:105 msgid "" "The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:108 +#: ../../content/administration/upgrade.rst:106 msgid "" "The :guilabel:`Purpose` of the upgrade, which is automatically set to " ":guilabel:`Test` for your first upgrade request" @@ -8799,7 +8957,7 @@ msgstr "" msgid "The \"Upgrade your database\" popup." msgstr "" -#: ../../content/administration/upgrade.rst:114 +#: ../../content/administration/upgrade.rst:112 msgid "" "The :guilabel:`Upgrade in progress` tag is displayed next to the database " "name until completion. Once the process succeeds, an email containing a link" @@ -8812,7 +8970,7 @@ msgstr "" msgid "Clicking the menu arrow displays the upgraded test database." msgstr "" -#: ../../content/administration/upgrade.rst:124 +#: ../../content/administration/upgrade.rst:122 msgid "" "Odoo.sh is integrated with the upgrade platform to simplify the upgrade " "process." @@ -8822,13 +8980,13 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "" -#: ../../content/administration/upgrade.rst:129 +#: ../../content/administration/upgrade.rst:127 msgid "" "The **latest production daily automatic backup** is then sent to the " "`upgrade platform `_." msgstr "" -#: ../../content/administration/upgrade.rst:132 +#: ../../content/administration/upgrade.rst:130 msgid "" "Once the upgrade platform is done upgrading the backup and uploading it on " "the branch, it is put in a **special mode**: each time a **commit is " @@ -8839,7 +8997,7 @@ msgid "" "going to :file:`~/logs/upgrade.log`." msgstr "" -#: ../../content/administration/upgrade.rst:140 +#: ../../content/administration/upgrade.rst:138 msgid "" "In databases where custom modules are installed, their source code must be " "up-to-date with the target version of Odoo before the upgrade can be " @@ -8848,58 +9006,72 @@ msgid "" "platform, and the upgrade mode is exited." msgstr "" -#: ../../content/administration/upgrade.rst:152 -#: ../../content/administration/upgrade.rst:344 +#: ../../content/administration/upgrade.rst:143 +msgid "" +"Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more " +"information." +msgstr "" + +#: ../../content/administration/upgrade.rst:145 +#: ../../content/administration/upgrade.rst:341 msgid "On-premise" msgstr "" -#: ../../content/administration/upgrade.rst:154 +#: ../../content/administration/upgrade.rst:147 msgid "" "The standard upgrade process can be initiated by entering the following " "command line on the machine where the database is hosted:" msgstr "" -#: ../../content/administration/upgrade.rst:161 +#: ../../content/administration/upgrade.rst:154 msgid "" "The following command can be used to display the general help and the main " "commands:" msgstr "" -#: ../../content/administration/upgrade.rst:167 +#: ../../content/administration/upgrade.rst:160 msgid "" "An upgraded test database can also be requested via the `Upgrade page " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:171 +#: ../../content/administration/upgrade.rst:164 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. Check out the :doc:`/developer/howtos/upgrade_custom_db` page for" +" more information." +msgstr "" + +#: ../../content/administration/upgrade.rst:169 msgid "" "For security reasons, only the person who submitted the upgrade request can " "download it." msgstr "" -#: ../../content/administration/upgrade.rst:172 +#: ../../content/administration/upgrade.rst:170 msgid "" "For storage reasons, the database's copy is submitted without a filestore to" " the upgrade server. Therefore, the upgraded database does not contain the " "production filestore." msgstr "" -#: ../../content/administration/upgrade.rst:174 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " "as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade.rst:177 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade.rst:179 +#: ../../content/administration/upgrade.rst:177 msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:180 +#: ../../content/administration/upgrade.rst:178 msgid "" "A `filestore` folder containing files extracted from in-database records " "into attachments (if there are any) and new standard Odoo files from the " @@ -8908,13 +9080,13 @@ msgid "" "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade.rst:187 +#: ../../content/administration/upgrade.rst:185 msgid "" "You can request multiple test databases if you wish to test an upgrade more " "than once." msgstr "" -#: ../../content/administration/upgrade.rst:192 +#: ../../content/administration/upgrade.rst:190 msgid "" "When an upgrade request is completed, an upgrade report is attached to the " "successful upgrade email, and it becomes available in the Discuss app for " @@ -8923,171 +9095,171 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:200 +#: ../../content/administration/upgrade.rst:198 msgid "Testing the new version of the database" msgstr "" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:200 msgid "" "It is essential to spend some time testing the upgraded test database to " "ensure that you are not stuck in your day-to-day activities by a change in " "views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade.rst:207 +#: ../../content/administration/upgrade.rst:205 msgid "" "Test databases are neutralized, and some features are disabled to prevent " "them from impacting the production database:" msgstr "" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:208 msgid "Scheduled actions are disabled." msgstr "" -#: ../../content/administration/upgrade.rst:211 +#: ../../content/administration/upgrade.rst:209 msgid "" "Outgoing mail servers are disabled by archiving the existing ones and adding" " a fake one." msgstr "" -#: ../../content/administration/upgrade.rst:212 +#: ../../content/administration/upgrade.rst:210 msgid "" "Payment providers and delivery carriers are reset to the test environment." msgstr "" -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:211 msgid "" "Bank synchronization is disabled. Should you want to test the " "synchronization, contact your bank synchronization provider to get sandbox " "credentials." msgstr "" -#: ../../content/administration/upgrade.rst:216 +#: ../../content/administration/upgrade.rst:214 msgid "" "Testing as many of your business flows as possible is strongly recommended " "to ensure they are working correctly and to get more familiar with the new " "version." msgstr "" -#: ../../content/administration/upgrade.rst:219 +#: ../../content/administration/upgrade.rst:217 msgid "Basic test checklist" msgstr "" -#: ../../content/administration/upgrade.rst:221 +#: ../../content/administration/upgrade.rst:219 msgid "" "Are there views that are deactivated in your test database but active in " "your production database?" msgstr "" -#: ../../content/administration/upgrade.rst:223 +#: ../../content/administration/upgrade.rst:221 msgid "Are your usual views still displayed correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:224 +#: ../../content/administration/upgrade.rst:222 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" -#: ../../content/administration/upgrade.rst:225 +#: ../../content/administration/upgrade.rst:223 msgid "Are your website pages working correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:226 +#: ../../content/administration/upgrade.rst:224 msgid "" "Are you able to create and modify records? (sales orders, invoices, " "purchases, users, contacts, companies, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:226 msgid "Are there any issues with your mail templates?" msgstr "" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:227 msgid "Are there any issues with saved translations?" msgstr "" -#: ../../content/administration/upgrade.rst:230 +#: ../../content/administration/upgrade.rst:228 msgid "Are your search filters still present?" msgstr "" -#: ../../content/administration/upgrade.rst:231 +#: ../../content/administration/upgrade.rst:229 msgid "Can you export your data?" msgstr "" -#: ../../content/administration/upgrade.rst:235 +#: ../../content/administration/upgrade.rst:233 msgid "" "Checking a random product in your product catalog and comparing its test and" " production data to verify everything is the same (product category, selling" " price, cost price, vendor, accounts, routes, etc.)." msgstr "" -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:236 msgid "Buying this product (Purchase app)." msgstr "" -#: ../../content/administration/upgrade.rst:239 +#: ../../content/administration/upgrade.rst:237 msgid "Confirming the reception of this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:238 msgid "" "Checking if the route to receive this product is the same in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:242 +#: ../../content/administration/upgrade.rst:240 msgid "Selling this product (Sales app) to a random customer." msgstr "" -#: ../../content/administration/upgrade.rst:243 +#: ../../content/administration/upgrade.rst:241 msgid "" "Opening your customer database (Contacts app), selecting a customer (or " "company), and checking its data." msgstr "" -#: ../../content/administration/upgrade.rst:245 +#: ../../content/administration/upgrade.rst:243 msgid "Shipping this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:246 +#: ../../content/administration/upgrade.rst:244 msgid "" "Checking if the route to ship this product is the same as in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:248 +#: ../../content/administration/upgrade.rst:246 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:249 +#: ../../content/administration/upgrade.rst:247 msgid "" "Crediting the invoice (issuing a credit note) and checking if it behaves as " "in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:251 +#: ../../content/administration/upgrade.rst:249 msgid "Checking your reports' results (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:250 msgid "" "Randomly checking your taxes, currencies, bank accounts, and fiscal year " "(Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:253 +#: ../../content/administration/upgrade.rst:251 msgid "" "Making an online order (Website apps) from the product selection in your " "shop until the checkout process and checking if everything behaves as in " "your production database." msgstr "" -#: ../../content/administration/upgrade.rst:256 +#: ../../content/administration/upgrade.rst:254 msgid "" "This list is **not** exhaustive. Extend the example to your other apps based" " on your use of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:258 +#: ../../content/administration/upgrade.rst:256 msgid "" "If you face an issue while testing your upgraded test database, you can " "request the assistance of Odoo via the `support page " @@ -9101,7 +9273,7 @@ msgstr "" "지원 요청을 할 수 있습니다. 어떤 경우든 프로덕션 데이터베이스를 업그레이드하기 전에 테스트 중에 발생한 문제를 보고하여 문제를 해결하는" " 것이 중요합니다." -#: ../../content/administration/upgrade.rst:263 +#: ../../content/administration/upgrade.rst:261 msgid "" "You might encounter significant differences with standard views, features, " "fields, and models during testing. Those changes cannot be reverted on a " @@ -9113,39 +9285,39 @@ msgstr "" "다만, 새 버전에서 도입된 변경 사항으로 인해 사용자 지정이 중단되는 경우, 사용자 지정 모듈의 유지 관리자의 책임 하에 사용자 지정 " "모듈을 새 버전의 Odoo와 호환되도록 합니다." -#: ../../content/administration/upgrade.rst:269 +#: ../../content/administration/upgrade.rst:267 msgid "Do not forget to test:" msgstr "" -#: ../../content/administration/upgrade.rst:271 +#: ../../content/administration/upgrade.rst:269 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:272 +#: ../../content/administration/upgrade.rst:270 msgid "" "Workflows between different apps (online sales with eCommerce, converting a " "lead all the way to a sales order, delivery of products, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:274 +#: ../../content/administration/upgrade.rst:272 msgid "Data exports" msgstr "" -#: ../../content/administration/upgrade.rst:275 +#: ../../content/administration/upgrade.rst:273 msgid "Automated actions" msgstr "자동화된 작업" -#: ../../content/administration/upgrade.rst:276 +#: ../../content/administration/upgrade.rst:274 msgid "" "Server actions in the action menu on form views, as well as by selecting " "multiple records on list views" msgstr "" -#: ../../content/administration/upgrade.rst:282 +#: ../../content/administration/upgrade.rst:280 msgid "Upgrading the production database" msgstr "" -#: ../../content/administration/upgrade.rst:284 +#: ../../content/administration/upgrade.rst:282 msgid "" "Once the :ref:`tests ` are completed and you are " "confident that the upgraded database can be used as your main database " @@ -9154,59 +9326,56 @@ msgid "" "`support page `__." msgstr "" -#: ../../content/administration/upgrade.rst:289 +#: ../../content/administration/upgrade.rst:287 msgid "" "Your production database will be unavailable during its upgrade. Therefore, " "we recommend planning the upgrade at a time when the use of the database is " "minimal." msgstr "" -#: ../../content/administration/upgrade.rst:292 +#: ../../content/administration/upgrade.rst:290 msgid "" "As the standard upgrade scripts and your database are constantly evolving, " "it is also recommended to frequently request another upgraded test database " "to ensure that the upgrade process is still successful, especially if it " -"takes a long time to finish. Fully rehearsing the upgrade process the day " -"before upgrading the production database is also recommended." +"takes a long time to finish. **Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended.**" msgstr "" -"표준 업그레이드 스크립트 및 데이터베이스가 계속하여 발전하고 있으므로 업그레이드 프로세스가 성공적으로 완료될 수 있도록, 특히 완료하는 " -"데 시간이 오래 걸리는 경우에는 업그레이드된 테스트 데이터베이스를 자주 요청하는 것이 좋습니다. 프로덕션 데이터베이스를 업그레이드하기 " -"전날 업그레이드 프로세스를 충분히 테스트해보는 것도 좋습니다." -#: ../../content/administration/upgrade.rst:298 +#: ../../content/administration/upgrade.rst:296 msgid "Going into production without first testing may lead to:" msgstr "" -#: ../../content/administration/upgrade.rst:300 +#: ../../content/administration/upgrade.rst:298 msgid "Users failing to adjust to the changes and new features" msgstr "" -#: ../../content/administration/upgrade.rst:301 +#: ../../content/administration/upgrade.rst:299 msgid "" "Business interruptions (e.g., no longer having the possibility to validate " "an action)" msgstr "" -#: ../../content/administration/upgrade.rst:302 +#: ../../content/administration/upgrade.rst:300 msgid "" "Poor customer experience (e.g., an eCommerce website that does not work " "correctly)" msgstr "" -#: ../../content/administration/upgrade.rst:304 +#: ../../content/administration/upgrade.rst:302 msgid "" "The process of upgrading a production database is similar to upgrading a " "test database with a few exceptions." msgstr "" -#: ../../content/administration/upgrade.rst:311 +#: ../../content/administration/upgrade.rst:309 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "`, except for the purpose option, which must " "be set to :guilabel:`Production` instead of :guilabel:`Test`." msgstr "" -#: ../../content/administration/upgrade.rst:316 +#: ../../content/administration/upgrade.rst:314 msgid "" "Once the upgrade is requested, the database will be unavailable until the " "upgrade is finished. Once the process is completed, it is impossible to " @@ -9214,7 +9383,7 @@ msgid "" msgstr "" "업그레이드 요청 시 업그레이드가 완료될 때까지 데이터베이스를 사용할 수 없습니다. 프로세스가 완료되면 이전 버전으로 되돌릴 수 없습니다." -#: ../../content/administration/upgrade.rst:322 +#: ../../content/administration/upgrade.rst:320 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "` on the :guilabel:`Production` branch." @@ -9224,7 +9393,7 @@ msgstr "" msgid "View from the upgrade tab" msgstr "" -#: ../../content/administration/upgrade.rst:328 +#: ../../content/administration/upgrade.rst:326 msgid "" "The process is **triggered as soon as a new commit is made** on the branch. " "This allows the upgrade process to be synchronized with the deployment of " @@ -9234,7 +9403,7 @@ msgstr "" "이 프로세스는 브랜치에 새로운 커밋이 생성되는 즉시 **작동**됩니다. 이렇게 하면 업그레이드 프로세스가 사용자 지정 모듈로 업그레이드된" " 소스 코드 배포와 동기화될 수 있습니다. 사용자 지정 모듈이 없는 경우에는 업그레이드 프로세스가 즉시 연계되어 작동됩니다." -#: ../../content/administration/upgrade.rst:334 +#: ../../content/administration/upgrade.rst:332 msgid "" "The database is unavailable throughout the process. If anything goes wrong, " "the platform automatically reverts the upgrade, as it would be for a regular" @@ -9244,23 +9413,23 @@ msgstr "" "작업 전반에서 데이터베이스를 사용할 수 없습니다. 문제가 발생할 경우, 일반 업데이트와 마찬가지로 플랫폼에서 업그레이드를 자동으로 " "되돌립니다. 업그레이드가 성공하면 업그레이드 전 데이터베이스의 백업이 생성됩니다." -#: ../../content/administration/upgrade.rst:338 +#: ../../content/administration/upgrade.rst:336 msgid "" "The update of your custom modules must be successful to complete the entire " "upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." +":guilabel:`successful` before trying it in production. More information on " +"how to upgrade your custom modules can be found on " +":doc:`/developer/howtos/upgrade_custom_db`." msgstr "" -"전체 업그레이드 프로세스를 완료하려면 커스텀 모듈의 업데이트가 성공해야 합니다. 프로덕션 환경에서 시도하기 전에 스테이지 업그레이드의 " -"상태가 :guilabel:`성공`인지 확인하세요." -#: ../../content/administration/upgrade.rst:346 +#: ../../content/administration/upgrade.rst:343 msgid "" "The command to upgrade a database to production is similar to the one of " "upgrading a test database except for the argument `test`, which must be " "replaced by `production`:" msgstr "" -#: ../../content/administration/upgrade.rst:353 +#: ../../content/administration/upgrade.rst:350 msgid "" "An upgraded production database can also be requested via the `Upgrade page " "`_. Once the database is uploaded, any " @@ -9269,7 +9438,7 @@ msgid "" "process." msgstr "" -#: ../../content/administration/upgrade.rst:360 +#: ../../content/administration/upgrade.rst:357 msgid "" "When requesting an upgraded database for production purposes, the copy is " "submitted without a filestore. Therefore, the upgraded database filestore " @@ -9277,7 +9446,7 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:364 +#: ../../content/administration/upgrade.rst:361 msgid "" "In case of an issue with your production database, you can request the " "assistance of Odoo via the `support page " @@ -9285,92 +9454,92 @@ msgid "" "related to the upgrade in production." msgstr "" -#: ../../content/administration/upgrade.rst:372 +#: ../../content/administration/upgrade.rst:369 msgid "Service-level agreement (SLA)" msgstr "서비스 수준 계약 (SLA : Service-level agreement)" -#: ../../content/administration/upgrade.rst:374 +#: ../../content/administration/upgrade.rst:371 msgid "" "With Odoo Enterprise, upgrading a database to the most recent version of " "Odoo is **free**, including any support required to rectify potential " "discrepancies in the upgraded database." msgstr "" -#: ../../content/administration/upgrade.rst:377 +#: ../../content/administration/upgrade.rst:374 msgid "" "Information about the upgrade services included in the Enterprise Licence is" " available in the :ref:`Odoo Enterprise Subscription Agreement `. " "However, this section clarifies what upgrade services you can expect." msgstr "" -#: ../../content/administration/upgrade.rst:382 +#: ../../content/administration/upgrade.rst:379 msgid "Upgrade services covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:384 +#: ../../content/administration/upgrade.rst:381 msgid "" "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " "self-hosted (On-Premise) can benefit from upgrade services at all times for:" msgstr "" -#: ../../content/administration/upgrade.rst:387 +#: ../../content/administration/upgrade.rst:384 msgid "the upgrade of all **standard applications**;" msgstr "" -#: ../../content/administration/upgrade.rst:388 +#: ../../content/administration/upgrade.rst:385 msgid "" "the upgrade of all **customizations created with the Studio app**, as long " "as Studio is still installed and the respective subscription is still " "active; and" msgstr "" -#: ../../content/administration/upgrade.rst:390 +#: ../../content/administration/upgrade.rst:387 msgid "" "the upgrade of all **developments and customizations covered by a " "maintenance of customizations subscription**." msgstr "" -#: ../../content/administration/upgrade.rst:393 +#: ../../content/administration/upgrade.rst:390 msgid "" "Upgrade services are limited to the technical conversion and adaptation of a" " database (standard modules and data) to make it compatible with the version" " targeted by the upgrade." msgstr "" -#: ../../content/administration/upgrade.rst:397 +#: ../../content/administration/upgrade.rst:394 msgid "Upgrade services not covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:399 +#: ../../content/administration/upgrade.rst:396 msgid "The following upgrade-related services are **not** included:" msgstr "" -#: ../../content/administration/upgrade.rst:401 +#: ../../content/administration/upgrade.rst:398 msgid "" "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" -#: ../../content/administration/upgrade.rst:402 +#: ../../content/administration/upgrade.rst:399 msgid "" "the upgrade of **custom modules created in-house or by third parties**, " "including Odoo partners;" msgstr "" -#: ../../content/administration/upgrade.rst:403 +#: ../../content/administration/upgrade.rst:400 msgid "" "lines of **code added to standard modules**, i.e., customizations created " "outside the Studio app, code entered manually, and :ref:`automated actions " "using Python code `; and" msgstr "" -#: ../../content/administration/upgrade.rst:406 +#: ../../content/administration/upgrade.rst:403 msgid "**training** on using the upgraded version's features and workflows." msgstr "" -#: ../../content/administration/upgrade.rst:409 +#: ../../content/administration/upgrade.rst:406 msgid ":doc:`Odoo.sh documentation `" msgstr ":doc:`Odoo.sh 참고 문서 `" -#: ../../content/administration/upgrade.rst:410 +#: ../../content/administration/upgrade.rst:407 msgid ":doc:`Supported Odoo versions `" msgstr ":doc:`지원되는 Odoo 버전 `" diff --git a/locale/ko/LC_MESSAGES/finance.po b/locale/ko/LC_MESSAGES/finance.po index 349321c27..8c8c35c06 100644 --- a/locale/ko/LC_MESSAGES/finance.po +++ b/locale/ko/LC_MESSAGES/finance.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Sarah Park, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -196,7 +196,9 @@ msgstr "" "원장`으로 이동하여 사용할 수 있습니다." #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "보고" @@ -208,7 +210,7 @@ msgstr "다음의 재무 :doc:`보고서 `를 사용할 #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "재무 보고서" @@ -401,11 +403,11 @@ msgstr "" "이익잉여금은 사업체가 유보된 수익의 일부를 의미합니다. Odoo는 당해 수익 금액을 실시간으로 계산하고 있기 때문에 회계연도 마감 전표나" " 이월 작업을 할 필요가 없습니다. 손익 잔액은 재무상태표 보고서에 자동으로 계산됩니다." -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "신탁" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -414,11 +416,11 @@ msgstr "" ":guilabel:`회계 법인` 모드를 활성화하려면 :menuselection:`회계 --> 환경 설정 --> 설정 --> 회계 법인 " "모드`로 이동하세요. 활성화가 완료되면:" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "모든 문서에서 문서 순서를 편집할 수 있게 되었습니다;" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" @@ -426,13 +428,13 @@ msgstr "" ":guilabel:`총계 (세금 포함)` 필드를 통해 계정 및 세금 내역을 알맞게 생성하여 자동화함으로써 인코딩 속도를 높이고 제어할 수" " 있게 됩니다;" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "거래 인코딩을 할 때 :guilabel:`청구서 날짜` 및 :guilabel:`업체 청구서 날짜`가 미리 입력되어 있습니다." -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -590,8 +592,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -602,28 +604,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -1065,12 +1072,10 @@ msgstr "프록시 접속이 끊어진 경우에는, :guilabel:`계정 불러오 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" -"Odoo 고객 지원팀 접속이 끊어질 수 있습니다. 이 경우, 클라이언트 아이디 또는 메시지창에 기재되어 있는 오류 참조 내용을 확인하여 " -"`고객 지원 `_ 으로 직접 문의해 주시기 바랍니다." #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 msgid "Migration process for users having installed Odoo before December 2020" @@ -2025,7 +2030,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "외화 환산 손익이 조정되면 보고서로 발행됩니다." #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "은행 조정" @@ -2903,10 +2908,8 @@ msgstr "청구서 승인 완료 후 확인할 수 있는 일반적인 전표 항 #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "**계정**" @@ -2922,10 +2925,8 @@ msgstr "**마감일**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2934,10 +2935,8 @@ msgstr "**차변**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2973,8 +2972,8 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -2992,6 +2991,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -3007,7 +3012,7 @@ msgstr "판매" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -3201,7 +3206,7 @@ msgid ":doc:`payment_terms`" msgstr ":doc:`payment_terms`" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr ":doc:`../payments`" @@ -3884,393 +3889,408 @@ msgstr "이연 수익" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" -"**이연수익**, 또는 **선수 수익**은 품목이 아직 배송되지 않은 품목이나 제공되지 않은 서비스에 대해서 고객이 미리 지불한 " -"금액입니다." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -"이같은 대금의 경우에는 아직 품목이나 서비스를 제공할 의무가 있기 때문에 대금을 수령한 회사의 **부채**입니다. 해당 대금은 실제 " -"수익이 미래에 발생하기 때문에 회사에서는 당기의 **손익계산서**, 또는 *수익계산서* 상에 보고할 수 없습니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" -"이와 같은 미래의 수익은 손익계산서 상에서 한 번에 또는 특정 기간에 걸쳐서 **인식**될 수 있는 시점까지 회사의 재무상태표에 이연 " -"항목으로 기록되어야 합니다." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -"예를 들어 5년 보증 연장 서비스을 $350에 판매한다고 가정합니다. 지금 대금을 이미 수령했지만, 아직 수익을 얻지 못했습니다. 따라서" -" 이 새로운 수입을 이연 수익 계정으로 발행하고 연 단위로 인식하기로 결정합니다. 향후 5년 동안 매년 70달러를 수익으로 인식합니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." -msgstr "Odoo 회계에서는 이연 수익을 *초안 모드*로 자동 생성한 후 주기적으로 여러 발행 항목에 분산하여 처리합니다." +"entries that are posted periodically." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -"서버에서 항목 발행 여부를 매일 한 번씩 확인합니다. 이에 따라 *초안*에서 *발행*으로 변경되는 것을 확인하기까지 최대 24시간까지 " -"소요될 수 있습니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "전제 조건" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." -msgstr "이와 같은 거래는 기본 수익 계정이 아니라 반드시 **이연 수익 계정**으로 발행해야 합니다." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" -msgstr "이연 수익 계정 설정하기" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -"**계정과목표**에서 계정을 설정하려면, :menuselection:`회계 --> 환경 설정 --> 계정과목표`로 이동하여, *생성*을 " -"클릭한 후 양식을 작성합니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" -msgstr "Odoo 회계에서 이연 수익 계정 설정하기" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" -msgstr "이 계정의 유형은 반드시 *유동 부채* 또는 *비유동 부채*여야 합니다." +"Revenues are deferred on this Current Liability account until they are " +"recognized." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" -msgstr "수입 항목을 알맞은 계정에 발행하세요." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "청구서 초안에서 계정 선택하기" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." -msgstr "청구서 초안에서, 수익이 반드시 이연 처리되어야 하는 전체 품목에 대해서 알맞은 계정을 선택합니다." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" -msgstr "Odoo 회계의 청구서 초안에서 이연 수익 계정 선택하기" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" -msgstr "특정 품목에 대해 다른 수입 계정 선택하기" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." -msgstr "품목 수정을 시작한 후, *회계* 탭으로 이동하여 올바른 **수입 계정**을 선택한 다음 저장합니다." +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" -msgstr "Odoo에서 품목 수입 계정 변경하기" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 -msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." -msgstr "이와 같은 품목에 대해 수익 항목을 자동으로 생성되게 할 수 있습니다 (`이연 수익 자동화`_ 참조)." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" -msgstr "전표 발행이 완료된 계정 변경하기" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 -msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +msgid "Deferred revenue report" msgstr "" -"이렇게 하려면, :menuselection:`회계 --> 회계 --> 판매`로 이동하여, 수정하려는 전표을 선택한 다음 계정을 클릭하고 " -"올바른 계정을 선택합니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "Odoo 회계에서 발행 완료된 전표의 계정 수정하기" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "이연 수익 항목" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "새 항목 만들기" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -"**이연 수익 입력**을 하게 되면 모든 전표 항목이 *초안 모드*로 자동 생성됩니다. 그런 다음 전체 수입 금액이 인식될 때까지 알맞은" -" 시기에 하나씩 발행됩니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -"새로운 항목을 생성하려면 :menuselection:`회계 --> 회계 --> 이연 수익`으로 이동하여 *생성*을 클릭한 후 양식을 " -"작성합니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -"**관련 구매 선택**을 클릭하면 기존 전표 항목을 새로운 항목에 연결합니다. 그러면 일부 필드가 자동으로 작성되고 이제 해당 전표 " -"항목은 **관련 판매** 탭 아래에 놓이게 됩니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" -msgstr "Odoo 회계의 이연 수익 항목" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -"완료된 후에는, *수익 계산* (*확인* 버튼 옆)을 클릭하면 **수익 현황표**에 있는 전체 값을 생성할 수 있습니다. 이 현황표에는 " -"Odoo에서 수익을 인식하기 위해 발행하는 모든 항목과 해당 날짜가 표시됩니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "Odoo 회계의 수익 현황표" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 +msgid "" +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" -msgstr "\"시간 비례 원칙 (Prorata Temporis)\"이란 무슨 뜻인가요?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." -msgstr "**시간 비례 원칙 (Prorata Temporis)**은 수익을 가장 정확하게 인식할 수 있는 유용한 기능입니다." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 -msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 +msgid "" +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"이 기능을 사용하면, 수익 현황표에 있는 첫 번째 항목은 기본 인식 시간이 아닌 *비례 날짜*와 *최초 인식 날짜* 사이에 남은 시간을 " -"기준으로 계산됩니다." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 -msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 +msgid "" +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" -"예를 들어, 위의 수익 현황표에 있는 첫 번째 수익은 $70.00이 아니라 $4.22입니다. 따라서 마지막 항목의 금액도 더 낮아져 " -"$65.78이 됩니다." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "판매 전표에서의 이연 항목 입력" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." -msgstr "**판매 전표**의 전표 입력 항목에서 이연 항목을 생성할 수 있습니다." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 -msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -"이렇게 하려면, :menuselection:`회계 --> 회계 --> 판매`로 이동하여 판매 전표을 열고 이연할 전표를 선택합니다. " -"발행된 계정이 올바른지 확인하시기 바랍니다. (`발행 완료된 전표 항목의 계정 변경`_ 참조)." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 -msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" msgstr "" -"그런 다음, *활동*을 클릭하여 **이연 항목 생성**을 선택한 다음, `새로운 항목 생성하기`와 동일한 방식으로 양식을 작성합니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" -msgstr "Odoo 회계의 전표 항목에서 이연 항목 생성하기" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 +msgid "" +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 +msgid "" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "이연 수익 모델" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." -msgstr "**이연 수익 모델**을 생성하면 이연 수익 항목을 한층 더 빠르게 만들 수 있습니다." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -"모델을 생성하려면, :menuselection:`회계 --> 환경 설정 --> 이연 수익 모델`로 이동하여 *생성*을 클릭하고 새로 " -"항목을 생성할 때와 동일한 방식으로 양식을 작성합니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -"모델로 변환시킬 수도 있습니다. :menuselection:`회계 --> 회계 --> 이연 수익`에서 *확정된 이연 수익 항목*을 열고 " -"*모델 저장* 버튼을 클릭하세요." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" -msgstr "새로운 항목에 이연 수익 모델 적용하기" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 +msgid "" +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." -msgstr "새로 이연 수익 항목을 생성할 경우, 알맞은 인식 계정을 사용하여 **이연 수익 계정**을 입력하세요." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 -msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -"전체 모델을 해당 계정에 연결시키는 새로운 버튼이 양식 상단에 표시됩니다. 모델 버튼을 클릭하면 해당 모델에 따라 양식이 작성됩니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" -msgstr "Odoo 회계의 이연 수익 모델 버튼" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" -msgstr "이연 수익 자동화" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 +msgid "" +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" -"계정 유형을 *유동 부채* 또는 *비유동 부채*으로 만들거나 수정할 경우, 해당 계정의 대변에 기록되는 수익이 자동으로 이연되도록 설정할" -" 수 있습니다." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" -msgstr "**이연 수익 자동화** 필드에서 다음 세 가지 항목 중 선택할 수 있습니다:" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." -msgstr "기본값은 **아니오:**입니다. 변동 사항이 없습니다." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 -msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -"**초안으로 생성:**의 경우, 거래가 계정에 발행될 때마다 *이연 수익 항목*이 초안으로 생성되지만 승인은 되지 않습니다. 먼저 " -":menuselection:`회계 --> 회계 --> 이연 수익`에서 양식을 작성해야 합니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -"**생성 및 승인:**에서는 반드시 이연 수익 모델도 선택해야 합니다 (`이연 수익 모델`_ 참조). 계정에 거래가 발행될 때마다 *이연" -" 수익 항목*이 생성되고 즉시 승인됩니다." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "Odoo 회계에서 계정의 이연 수익 자동화하기" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" msgstr "" -"예를 들어, 이 계정을 품목의 기본 **수입 계정**으로 선택하여 판매를 완전히 자동화할 수 있습니다 (참조: `특정 품목에 대해 다른 " -"수입 계정 선택`_)." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr ":doc:`../get_started/chart_of_accounts`" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" -msgstr "`Odoo 아카데미: 이연 수익 (인식) `_" +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 +msgid "" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" @@ -4430,7 +4450,7 @@ msgid "" msgstr "Odoo에서 생성하는 모든 PDF에는 통합 **Factur-X** XML 파일이 포함되어 있습니다." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4513,58 +4533,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -"`Peppol `_ 네트워크에서는 기업과 정부 당국 간의 문서 및 정보 교환을 " -"보장합니다. 전자 청구서를 발행하는 데 주로 사용되며, 액세스 포인트 (Peppol 네트워크 커넥터)를 통해 기업 간에 전자 문서를 " -"교환할 수 있습니다. 이제 Odoo가 이메일이나 우편으로 청구서나 업체 청구서를 전송하지 않고도 전자 청구서 거래를 가능하게 하는 " -"**액세스 포인트**가 되었습니다." -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" -"먼저, :guilabel:`Peppol` 모듈 (`account_peppol`)을 :ref:`설치 " -"`합니다." #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" -msgstr "Peppol 모듈 설치" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 -msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +msgid "Peppol module installation" msgstr "" -"그런 다음, :menuselection:`회계 --> 환경 설정 --> 설정`으로 이동하여 :guilabel:`PEPPOL 청구서 " -"사용`을 선택한 후 다음의 정보를 입력합니다:" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 -msgid "" -"`PEPPOL EAS `_" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" msgstr "" -"`PEPPOL EAS `_" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr ":guilabel:`Peppol 엔드포인트`" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 +msgid "" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 +msgid "" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "국가 코드를 포함한 :guilabel:`전화 번호` (예: 벨기에의 경우 `+32`)" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr ":guilabel:`기본 이메일 연락처`" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4574,25 +4648,213 @@ msgstr "마이그레이션하는 액세스 포인트가 다른 경우, 이전 msgid "Configuration for peppol" msgstr "Peppol 환경 설정" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." -msgstr "마지막으로 :guilabel:`등록 승인`을 클릭합니다." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." -msgstr "등록 절차를 완료하기 위해, 제출했던 전화번호로 문자 메시지를 통해 코드가 전송됩니다." +"finalize the verification process." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "전화 승인" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." -msgstr "이제 모든 청구서 및 업체 청구서를 Peppol 네트워크를 사용하여 직접 전송합니다." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" @@ -4790,11 +5052,19 @@ msgstr "**DDP**: Delivered duty paid (관세 지급 인도)" msgid ":doc:`../reporting/intrastat`" msgstr ":doc:`../reporting/intrastat`" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 msgid "Define an Incoterm" msgstr "인코텀즈 정의" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." @@ -4803,10 +5073,28 @@ msgstr "" ":guilabel:`인코텀즈`를 선택합니다." #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 +msgid "Incoterm location" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 +msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 msgid "Default Incoterm configuration" msgstr "기본 인코텀즈 설정" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " @@ -5895,6 +6183,7 @@ msgstr "" ":menuselection:`회계 --> 구성 --> 설정 --> 회계 기간`에서 값을 업데이트하면 이러한 설정을 변경할 수도 있습니다." #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "계정과목표" @@ -7132,7 +7421,7 @@ msgstr "10달러를 되돌려 놓습니다." #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -7254,11 +7543,12 @@ msgstr "계정 유형" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "재무상태표" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "자산" @@ -7363,32 +7653,22 @@ msgstr "기타" msgid "Off-Balance Sheet" msgstr "부외금융" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "자산, 이연 비용 및 이연 수익 자동화" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -"일부 **계정 유형**에서는 :ref:`자산 ` 항목, :ref:`이연 비용 ` 항목 및 :ref:`이연 수익 ` 항목을 " -"**자동으로** 생성할 수 있습니다. **자동으로** 입력되게 하려면 계정 내역에서 :guilabel:`보기`를 클릭하고 " -":guilabel:`자동화` 탭으로 이동합니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr ":guilabel:`자동화` 탭에는 세 가지의 선택 사항이 있습니다:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`아니오`: 기본값입니다. 특별한 내용이 없습니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" @@ -7397,7 +7677,7 @@ msgstr "" ":guilabel:`초안으로 작성`: 계정에 거래가 발행될 때마다 초안 항목이 생성되지만 승인되지는 않습니다. 먼저 해당 양식을 작성해야" " 합니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" @@ -7406,25 +7686,25 @@ msgstr "" ":guilabel:`생성 및 승인`: 반드시 :guilabel:`이연 비용 모델`도 선택해야 합니다. 계정에 거래가 발행될 때마다 항목이" " 생성되고 즉시 승인됩니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "기본 세금" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" "계정의 :guilabel:`보기` 메뉴에서 해당 계정이 품목 판매 또는 구매를 할 경우 선택될 때 적용할 **기본 세금**을 선택합니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "태그" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " @@ -7433,11 +7713,11 @@ msgstr "" "일부 회계 보고서는 관련 계정에 **태그**를 설정해야 합니다. 태그를 추가하려면, :guilabel:`보기`에서 " ":guilabel:`태그` 필드를 클릭하고 기존 태그를 선택하거나 :guilabel:`신규 생성`을 클릭합니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "계정 그룹" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7451,11 +7731,11 @@ msgstr "" "됩니다. 계정에 특정 그룹을 속성으로 지정하려면 :guilabel:`보기` 아래에 있는 :guilabel:`그룹` 필드에 특정 그룹을 " "지정할 수 있습니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "직접 계정 그룹 만들기" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -7463,7 +7743,7 @@ msgstr "" "일반 사용자의 경우에는 계정 그룹을 직접 만들 필요가 없습니다. 거의 드문 경우로 전문적인 사용 사례인 경우에만 다음 섹션을 참고하시기 " "바랍니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7481,7 +7761,7 @@ msgstr "" msgid "Account groups creation." msgstr "계정 그룹을 생성합니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7494,17 +7774,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Odoo 회계의 시산표 계정 그룹" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "조정 허용" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "일부 계정은 결제 방법과 관련된 거래를 기록하기 위해 만들어진 계정으로 전표를 조정하는 데 사용할 수 있습니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7514,7 +7794,7 @@ msgstr "" "예를 들어, 청구서를 신용카드로 결제한 경우 결제 내용이 조정되면 :guilabel:`결제 완료`로 표시될 수 있습니다. 따라서 신용카드" " 결제를 기록하는 데 사용되는 계정은 **조정 허용**으로 설정해야 합니다." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -7527,11 +7807,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "Odoo 회계에서 계정 조정 허용하기" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "감가상각 완료" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -7541,23 +7821,23 @@ msgstr "" "거래가 기록된 후에는 계정을 삭제할 수 없습니다. **사용 종료** 기능을 사용하여 해당 항목을 사용할 수 없도록 만들 수 있습니다. " "계정 설정에서 :guilabel:`사용 종료` 확인란에 표시한 후 :guilabel:`저장`을 클릭하세요." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -7565,7 +7845,7 @@ msgstr "" "`Odoo 튜토리얼: 계정과목표 `_" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -8169,7 +8449,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -8434,36 +8714,30 @@ msgstr "결제" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." -msgstr "Odoo에서 결제 항목은 청구서나 업체 청구서로 자동 연결되거나 독립형 기록으로 만들어 나중에 사용할 수 있습니다." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" +msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" -"결제가 **청구서나 업체 청구서에 연결**되어 있으면, 청구서 결제 금액을 차감합니다. 동일한 청구서에 결제를 여러 항목 연결할 수 " -"있습니다." #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" -"결제가 **청구서나 업체 청구서에 연결되어 있지 않다면** 고객이 회사에 미납 중인 금액이 있거나, 회사에서 공급업체에 미납 중인 금액이" -" 있는 것입니다. 이같은 미납 금액을 사용하여 미지급 청구서나 업체 청구서 금액을 차감할 수 있습니다." #: ../../content/applications/finance/accounting/payments.rst:18 msgid ":doc:`Internal transfers `" msgstr ":doc:`내부 이동 `" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr ":doc:`bank/reconciliation`" @@ -8481,61 +8755,40 @@ msgstr "청구서 또는 업체 청구서에서 결제 등록하기" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -"고객 청구서나 공급업체 청구서에서 :guilabel:`결제 등록`을 클릭하면 새로 전표가 생성되고 결제 금액에 따라 지급해야 하는 금액이" -" 변경됩니다. 거래 상대는 미납 수금 또는 지급 계정에 반영됩니다. 이때, 고객 청구서 또는 공급업체 청구서는 :guilabel:`결제 " -"중`으로 표시됩니다. 그런 다음 미납 계정이 은행 명세서 내역과 조정되면 청구서 또는 공급업체 청구서가 :guilabel:`결제 완료` " -"상태로 변경됩니다." -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" -"결제 내역 옆에 있는 정보 아이콘에는 결제에 대한 정보가 자세히 표시됩니다. :guilabel:`보기`를 클릭하면 관련 전표와 같은 추가" -" 정보를 확인할 수 있습니다." #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" -msgstr "결제와 관련된 세부 정보를 확인해 보세요." - -#: ../../content/applications/finance/accounting/payments.rst:39 -msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." -msgstr "고객 청구서 또는 공급업체 청구서 상태가 :guilabel:`발행 완료`인 경우에만 결제를 등록할 수 있습니다." - -#: ../../content/applications/finance/accounting/payments.rst:41 -msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr ":guilabel:`결제 등록`을 클릭하면 결제 금액을 선택하고 부분 또는 전액 결제를 할 수 있습니다." - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." +msgid "See detailed information of a payment." msgstr "" -"주 은행계좌가 :ref:`미납 계좌 `로 설정되어 있고, Odoo에서 결제한 경우 (은행" -" 명세서와 무관), 청구서 및 업체 청구서는 :guilabel:`결제 완료` 상태로 즉시 등록됩니다." -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"If you unreconciled a payment, it still appears in your books but is no " -"longer linked to the invoice." -msgstr "결제 조정을 취소하면, 장부에 계속 표시되지만 청구서에는 더 이상 연결되지 않습니다." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." +msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:42 +msgid "" +"If you unreconcile a payment, it still appears in your books but is no " +"longer linked to the invoice." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " @@ -8543,7 +8796,7 @@ msgid "" msgstr "" "다른 통화로 결제 내역을 조정 (조정 취소)하는 경우에는, 환차 손익 (환입) 금액을 전기하기 위해 전표가 자동으로 생성됩니다." -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" @@ -8552,93 +8805,93 @@ msgstr "" "현금 기준으로 세금이 포함되도록 결제와 청구서를 조정 (조정 취소)하는 경우에는, 현금 기준 세금 (환입) 금액을 전기하기 위해 전표가 " "자동으로 생성됩니다." -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "청구서나 업체 청구서에 연결되지 않은 결제 등록하기" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -":menuselection:`고객/공급업체 --> 결제` 메뉴를 통해 새로 결제를 등록하는 경우에는 청구서나 업체 청구서에 직접 연결되지" -" 않습니다. 대신, 미수금 계정이나 미지급금 계정이 관련 청구서 또는 업체 청구서와 수기로 일치될 때까지 미납 계정과 일치됩니다." -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "청구서 및 업체 청구서를 결제와 일치시키기" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" -"신규 청구서나 업체 청구서를 승인 후 특정 고객이나 공급업체에 대한 미납 금액이 있는 경우에는 파란색 배너가 표시됩니다. " -":guilabel:`미납 대변 금액` 또는 :guilabel:`미납 차변 금액` 아래에 있는 :guilabel:`추가`를 클릭하면, " -"청구서나 업체 청구서에서 쉽게 일치시킬 수 있습니다." #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" -msgstr "청구서나 업체 청구서를 결제와 조정하는 추가 옵션 항목을 표시합니다." +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." +msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." -msgstr "이제 청구서나 업체 청구서는 은행 명세서와 조정될 때까지 :guilabel:`결제 중`으로 표시됩니다." +"reconciled with its corresponding bank statement." +msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "일괄 결제" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -"일괄 결제를 사용하면 여러 결제를 그룹화하여 쉽게 :doc:`조정 할 수 있습니다. 은행에 수표를 " -"입금하거나 SEPA 결제를 할 때도 유용합니다. 그러려면 :menuselection:`회계 --> 고객 --> 일괄 결제` 또는 " -":menuselection:`회계 --> 공급업체 --> 일괄 결제`로 이동하세요. 결제 목록 보기에서 :menuselection:`작업" -" --> 일괄 결제 생성`을 클릭하여 여러 개의 결제를 선택하고 일괄 그룹화할 수 있습니다." -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr ":doc:`payments/batch`" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr ":doc:`payments/batch_sdd`" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "결제 일치시키기" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -":guilabel:`결제 일치` 도구를 활용하여 전체 미조정 고객 청구서나 공급업체 청구서를 열고 결제 및 청구서를 한번에 일치시킬 수 " -"있어서, 모든 작업을 한꺼번에 처리할 수 있습니다. :menuselection:`회계 현황판 --> 고객 청구서 / 공급업체 청구서`에서" -" 해당 도구를 확인할 수 있으며, :guilabel:`⋮`을 클릭하고 :guilabel:`결제 일치`를 선택하거나 " -":menuselection:`회계 --> 조정`으로 이동합니다." -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" @@ -8647,40 +8900,56 @@ msgstr "" ":doc:`조정 ` 진행 중에 차변과 대변의 합이 일치하지 않으면 남은 잔액이 있는 것입니다. 이는" " 나중에 조정하거나 직접 상각해야 합니다." -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "일괄 결제 일치시키기" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" -"일괄 조정 기능을 사용하면 특정 고객이나 공급업체에 있는 여러 건의 미납 금액이나 청구서를 한 번에 조정할 수 있습니다. " -":menuselection:`회계 --> 보고 --> 장기 미수금 / 장기 미지급금`으로 이동합니다. 이제 전체 미조정 거래가 표시되며," -" 고객이나 공급업체를 선택하면 :guilabel:`조정` 옵션이 표시됩니다." #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" -msgstr "조정 옵션을 확인해 보세요." +msgid "The batch payment reconcile option." +msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "결제를 은행 명세서와 조정하기" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" -"결제가 등록되면 청구서나 업체 청구서 상태가 :guilabel:`결제 중`으로 표시됩니다. 다음 단계로는 거래를 완료하고 청구서나 업체 " -"청구서가 :guilabel:`결제 완료`로 표시되도록 관련 은행 명세서 내역과 조정합니다." #: ../../content/applications/finance/accounting/payments/batch.rst:3 msgid "Batch payments by bank deposit" @@ -8731,11 +9000,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "일괄 입금 건 중 하나로 고객 결제 등록하기" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "일괄 입금에 결제 추가하기" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -8750,7 +9019,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "새로운 수취용 일괄 결제 양식 작성하기" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -8762,17 +9031,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "일괄 입금에 포함시킬 전체 결제 선택하기" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "완료되면, :guilabel:`승인`을 클릭하여 일괄 입금을 완료합니다." -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "입금 전표에 있는 PDF 파일을 다운로드하려면 :guilabel:`인쇄`를 클릭하세요." -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -8788,13 +9057,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "일괄 결제를 전체 거래 내역과 조정하기" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "은행에서 특정 결제를 처리할 수 없거나 누락된 경우, 조정하기 전에 관련 결제를 삭제하세요." -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr ":doc:`batch_sdd`" @@ -9628,285 +9897,91 @@ msgstr "내부 이체" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -"Odoo에서는 클릭만 몇 번 하면 내부 이체를 할 수 있습니다. 최소한 은행 계좌 두 개 및 전표 두 건 또는 은행 계좌 하나와 현금 " -"전표 하나가 있어야 합니다." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -"내부 이체 계정은 회사 현지화 및 해당 국가의 법률에 따라서 데이터베이스에 자동 생성됩니다. 필요한 경우 " -":menuselection:`회계 앱 --> 환경 설정 --> 설정`으로 이동하여 :guilabel:`기본 계정` 섹션에 있는 기본 " -":guilabel:`내부 이체 계정`를 수정하면 됩니다." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" -"내부 이체를 하려면 은행 계좌가 최소한 두 개는 있어야 합니다. 데이터베이스에 은행 계좌를 추가하는 방법은 :doc:`은행 및 현금 계좌" -" 섹션 <../bank>`을 참고하세요." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "한 은행에서 다른 곳으로 내부 이체 등록하기" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" -"데이터베이스에 두 개의 은행 계좌가 등록되어 있고 A 은행에서 B 은행으로 미화 1,000달러를 이체하는 경우를 가정해 보겠습니다." #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "내부 이체 기록하기" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -"회계 현황판에 있는 은행 중에서 드롭다운 선택 버튼 (:guilabel:`⋮`)을 클릭합니다. :guilabel:`신규 생성` 열에서 " -":guilabel:`내부 이체`를 클릭하고 이체 관련 정보를 입력합니다." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "내부 이체 정보를 입력합니다." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "자동으로 내역 조정이 되도록 :guilabel:`메모` 필드를 입력합니다." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" -":guilabel:`저장` 및 :guilabel:`확인`을 누르면 내부 이체가 등록됩니다. 이제 이체 계정에 금액이 등록되고 대상 전표 " -"(은행 B)에 다른 결제 항목이 **자동으로** 생성됩니다." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "은행 전표 (은행 A)" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "미납 지급 계정" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "$1,000" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "**내부 이체 계정**" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "**$1,000**" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" -msgstr "자동 부기 - 은행 전표 (은행 B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" +msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "미납 수금 계정" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -"두 건의 은행 전표에 미납 지급 및 미납 수금 항목이 각각 1건씩 보류되어 있습니다. 이는 자금에 대한 지급 및 수취를 확정할 수 있는 " -"은행 명세서가 아직 예정되기 전이기 때문입니다." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "은행 명세서에 입력 대기 중인 미납 지급 및 수금 항목" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "은행 명세서 관리 및 조정하기" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -"다음 단계는 :doc:`가져오기 <../bank/transactions>` 또는 :guilabel:`거래 내역` :doc:`동기화 " -"<../bank/bank_synchronization>`로 은행 명세서를 예약해서 작업을 마무리하는 것입니다. :guilabel:`기말 " -"잔액`을 입력하고 :guilabel:`조정` 버튼을 클릭합니다." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "조정 전에 입력할 거래 내역" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr ":doc:`../bank/reconciliation`" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" -"다음 창에서 결제 상대방을 선택합니다. 해당 예시에서는 미납 지급 계정입니다. 선택한 후 :guilabel:`승인`을 클릭합니다." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "결제 조정" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "은행 전표 입력" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "미납 지급" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "은행 계좌 (은행 A)" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "B 은행에 대한 은행 명세서를 받은 경우에도 반드시 동일한 단계를 반복하여 은행 명세서 항목을 기장 및 조정해야 합니다." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "미납 수금" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "은행 계좌 (은행 B)" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "한꺼번에 여러 개의 업체 청구서 지불하기" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "Odoo에서는 여러 건의 업체 청구서를 하나의 그룹으로 묶어서 조정 프로세스를 쉽게 진행할 수 있습니다." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr ":doc:`/applications/finance/accounting/bank/reconciliation`" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "그룹 결제" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" -"청구서가 여러 건일 때 한 번에 결제 등록을 하려면 :menuselection:`회계 앱 --> 공급업체 --> 공급업체 청구서`로 " -"이동합니다. 그런 다음 결제 등록을 하려는 청구서를 선택한 후 청구서 옆에 있는 확인란에 **표시**하세요. 완료되면 " -":guilabel:`결제 등록` 또는 :menuselection:`활동 --> 결제 등록`을 클릭합니다." - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "결제 등록 버튼" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "청구서가 :guilabel:`발행 완료`된 이후에만 결제를 등록할 수 있습니다." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" -"결제를 등록하면 **팝업창**이 나타납니다. 여기에서 :guilabel:`결제 생성`을 클릭하여 한번에 각각의 업체 청구서에 대한 " -"**별도 결제** 항목을 생성하거나 ***전체** 업체 청구서 결제 항목을 합쳐서 단일 결제 항목을 생성할 수 있습니다. 전체 결제를 " -"**합치려면** :guilabel:`그룹 결제` 확인란에 표시하세요." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr ":guilabel:`그룹 결제` 옵션은 청구서를 두 개 이상 선택할 때만 표시됩니다." - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "결제 등록 시 그룹 결제 옵션" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" -":guilabel:`그룹 결제`를 선택하면 :guilabel:`금액, 통화, 날짜 및 메모`가 모두 자동 설정되지만, 필요에 따라 수정할" -" 수 있습니다." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "현금 할인을 받는 부분 그룹 결제" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" -"**현금 할인이 적용된 그룹 부분 결제**의 경우에는, :doc:`현금 할인 문서 페이지 " -"`에 있는 단계를" -" 따라 진행합니다. 청구서 *대신* **공급업체 청구서**에 :doc:`지급 조건 " -"`을 적용해야 " -"합니다." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "온라인 결제" @@ -10127,16 +10202,19 @@ msgstr "수표 결제 방법 활성화하기" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -"수표 결제 방법을 활성화하려면 :menuselection:`회계 --> 환경 설정 --> 수표`로 이동한 후, 여기에서 결제 방법을 " -"활성화하고 :guilabel:`수표 레이아웃`을 설정할 수 있습니다. :guilabel:`수표` 설정을 활성화하면, " -":guilabel:`출금 결제`에서 기능이 자동으로 설정됩니다." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " @@ -10145,56 +10223,56 @@ msgstr "" "일부 국가에서는 수표 인쇄용으로 특정한 모듈이 있어야 합니다. 해당 모듈은 기본 설치되어 있을 수 있습니다. 예를 들어, 미국 수표를 " "인쇄하려면 :guilabel:`미국용 수표 레이아웃` 모듈이 있어야 합니다." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "수표를 인쇄하기에 적합한 수표 용지" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "미국" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "미국의 경우, Odoo에서는 다음과 같은 수표 형식 기본값을 지원합니다." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "**Quickbooks & Quicken**: 상단에 수표 인쇄, 중앙 및 하단에 부표 인쇄;" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "**Peachtree**: 중앙에 수표 인쇄, 상단 및 하단에 부표 인쇄;" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "**ADP**: 하단에 수표 인쇄, 상단에 부표 인쇄." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "수표로 공급업체 청구서 결제하기" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "다음의 세 단계를 통해 공급업체에 수표로 결제합니다." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "결제 등록하기" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "전체 등록 결제를 일괄 수표로 인쇄하기" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "은행 명세서 조정하기" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "수표로 결제 등록하기" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -10204,11 +10282,11 @@ msgstr "" "결제 등록을 하려면 :menuselection:`매입 --> 공급업체 청구서` 메뉴에서 공급업체 청구서를 엽니다. 공급자 청구서 승인이 " "완료되면 결제 등록을 할 수 있습니다. :guilabel:`결제 방법`을 :guilabel:`수표`로 설정하고 결제를 승인하세요." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "수표 인쇄" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -10218,7 +10296,7 @@ msgstr "" ":guilabel:`은행` 전표의 :guilabel:`회계 현황판`에서 등록 수표의 개수를 확인할 수 있습니다. " ":guilabel:`인쇄할 수표`를 클릭하면 조정된 수표를 인쇄할 수 있습니다." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -12738,6 +12816,11 @@ msgstr "" "VAT 및 해당 메커니즘에 대한 추가 정보는 유럽집행위원회에서 제공하는 \"VAT란 무엇인가요?\" 페이지에서 확인할 수 있습니다. " "`_." +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "전제 조건" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "세무 신고 주기" @@ -12903,7 +12986,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr ":doc:`../taxes`" @@ -13116,7 +13199,7 @@ msgid "" "prepayments, sales tax statements, etc.) to compare these with the balances " "in Odoo." msgstr "" -"회계 담당자가 연말 감사를 진행할 때, 전체 재무상태표 항목 (예: 대출, 은행 계좌, 선지급금, 판매세 명세서 등)의 종이 사본을 " +"회계 담당자가 연말 감사를 진행할 때, 전체 재무상태표 항목 (예: 대출, 은행 계좌, 선급금, 판매세 명세서 등)의 종이 사본을 " "준비하여 Odoo의 잔액과 비교할 수 있습니다." #: ../../content/applications/finance/accounting/reporting/year_end.rst:82 @@ -13195,12 +13278,11 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" -"**기본 세금**은 품목을 새로 생성할 때 자동으로 선택되는 세금에 대해 정의합니다. 또한 **회계 법인** 모드에서 청구서에 새로운 " -"줄을 추가하는 경우 :guilabel:`세금` 필드가 미리 입력되도록 합니다." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "" @@ -13209,13 +13291,11 @@ msgstr "Odoo에서 기본 세금에 따라 세금 필드를 자동으로 채웁 #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" -"**기본 세금**을 변경하려면 :menuselection:`회계 --> 환경 설정 --> 설정 --> 세금 --> 기본 세금`으로 " -"이동하여 기본 **판매세** 및 **구매세**에 맞도록 세금을 선택한 다음 *저장*을 클릭합니다." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Define which taxes to use by default on Odoo" @@ -13223,115 +13303,70 @@ msgstr "Odoo에서 기본적으로 사용할 세금 정의하기" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" -"**기본 세금**은 데이터베이스를 생성할 때 선택한 국가에 따라, 또는 회사 :ref:`재정 현지화 패키지 " -"`를 구성할 때 자동으로 설정됩니다." #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" -msgstr "목록 화면에서 판매세 활성화하기" +msgid "Activate sales taxes from the list view" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" -":ref:`재정 현지화 패키지 ` 데이터베이스에는 대부분의 국가에서의 판매세가 " -"이미 사전 구성되어 있습니다. 다만 기본 활성화 항목은 일부이므로, 해당 비즈니스와 관련된 세금만 활성화할 수 있습니다." - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." -msgstr "" -"판매세를 활성화하려면 :menuselection:`회계 --> 환경 설정 --> 세금`으로 이동하여 *활성화* 토글 버튼을 사용하여 " -"세금을 활성화하거나는 비활성화합니다." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "Odoo 회계에 미리 설정되어 있는 세금 활성화하기" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" -"**세금**을 수정하거나 생성하려면 :menuselection:`회계 --> 환경 설정 --> 세금`으로 이동하여 세금을 열거나 *신규 " -"생성*을 클릭합니다." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "Odoo 회계에서 세금 수정하기" -#: ../../content/applications/finance/accounting/taxes.rst:64 -msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." -msgstr "세금에는 세 가지 라벨이 있으며 각 라벨마다 특정 용도가 있습니다. 다음 표를 참조하여 표시되는 위치를 확인하세요." - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" -msgstr ":ref:`세금명 `" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr ":ref:`청구서 라벨 `" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr ":ref:`세금 그룹 `" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "백엔드" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "내보내기한 청구서의 *세금* 열" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "내보내기한 청구서의 *총액* 줄 위" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "기본 옵션" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "세금명" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" msgstr "" -"백엔드 사용자에게 보이는 **세금명**입니다. 이는 판매주문서, 청구서, 품목 등을 편집할 때 표시되는 :ref:`라벨 " -"`입니다." -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "세금 계산" +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:67 +msgid "" +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "**세금 그룹**" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." -msgstr "세금은 여러 개의 하위 세금 항목으로 이루어져 있습니다. 적용하려는 순서대로 원하는 만큼 세금을 추가할 수 있습니다." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " @@ -13340,358 +13375,381 @@ msgstr "" "세금의 순서는 세액 계산에 영향을 미칠 수 있으며, 특히 세금 중에서 :ref:`후속 세금의 기본액에 영향 `에 영향을 미칠 수 있으므로 세금 순서가 맞는지 확인하시기 바랍니다." -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "**고정값**" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." -msgstr "세금은 금액이 기본 통화로 고정되어 있습니다. 이 금액은 판매 가격에 관계없이 동일하게 유지됩니다." +"same, regardless of the sales price." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" -msgstr "예를 들어 품목의 판매 가격이 $1000이고 *$10 고정* 세금을 적용합니다. 이런 경우 다음과 같습니다:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" +msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" -msgstr "품목의 판매가" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" +msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "세금 미포함 가격" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "세금" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "총계" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "1,000" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "1,010.00" -#: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" -msgstr "**가격의 비율**" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:117 +#: ../../content/applications/finance/accounting/taxes.rst:102 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." -msgstr "*판매 가격*이 과세 기준이 되며, 세금 금액은 판매 가격에 세율을 곱하여 계산합니다." +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:120 +#: ../../content/applications/finance/accounting/taxes.rst:106 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" -msgstr "예를 들어 품목의 판매 가격이 $1000이고, 가격의 *10%* 세금을 적용합니다. 이런 경우 다음과 같습니다:" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "1,100.00" msgstr "1,100.00" -#: ../../content/applications/finance/accounting/taxes.rst:130 +#: ../../content/applications/finance/accounting/taxes.rst:115 msgid "**Percentage of Price Tax Included**" msgstr "**세금 포함 백분율****" -#: ../../content/applications/finance/accounting/taxes.rst:132 +#: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." -msgstr "*총액*은 과세 기준이며, 세금 금액은 총액의 백분율입니다." - -#: ../../content/applications/finance/accounting/taxes.rst:134 -msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" -"예를 들어, 품목의 판매 가격이 $1000이고 세금 포함 가격에 대해 *세금 포함가 10%* 세금을 적용합니다. 이런 경우 다음과 " -"같습니다:" -#: ../../content/applications/finance/accounting/taxes.rst:141 +#: ../../content/applications/finance/accounting/taxes.rst:120 +msgid "" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:127 msgid "111.11" msgstr "111.11" -#: ../../content/applications/finance/accounting/taxes.rst:141 +#: ../../content/applications/finance/accounting/taxes.rst:127 msgid "1,111.11" msgstr "1,111.11" -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:130 +msgid "**Python code**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:132 +msgid "" +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:138 +msgid "" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "활성화" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." -msgstr "새 문서에는 **활성화**시켜 둔 세금만 추가할 수 있습니다." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "이미 사용한 세금 항목은 삭제할 수 없습니다. 대신 나중에 사용하지 않도록 비활성화할 수 있습니다." -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" -"이 필드는 *목록 화면*에서 수정할 수 있습니다. 자세한 내용은 :ref:`위 `의 내용을 " -"참조하세요." #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "세금 범위" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "**세금 범위**에 따라 세금의 적용 범위가 결정되며, 이에 따라 표시되는 위치도 제한합니다." - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "**판매**: 고객 청구서, 품목 관련 고객 세금 등." - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "**매입**: 공급업체 청구서, 품목 관련 업체 세금 등." - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "**없음**" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -":ref:`세금 그룹 `에 포함시키고 싶지만 다른 판매세나 구매세와 함께 기재하지는 않으려면 세금에 " -"**없음** 항목으로 표기하면 됩니다." -#: ../../content/applications/finance/accounting/taxes.rst:177 +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:179 msgid "Definition tab" msgstr "정의 탭" -#: ../../content/applications/finance/accounting/taxes.rst:179 +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." -msgstr "과세 기준 금액이나 계산한 백분율 기준의 세금을 다수의 계정 및 세금 그리드에 정확하게 배분합니다." +"the computed tax to multiple accounts and tax grids." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "세액을 올바른 계정과 세금표로 배분하기" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "**기준액**:" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "기준액: 청구서 내역에 있는 가격" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." -msgstr "세율: 계산한 세율입니다." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." -msgstr "**계정**: 지정된 경우, 추가 전표 항목이 입력됩니다." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -"**세금표**: 해당 국가의 규정에 따라 :doc:`세금 보고서 `를 자동 생성하는 데 " -"사용됩니다." -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" -msgstr "고급 옵션 탭" - -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "청구서 라벨" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:204 -msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 +msgid "" +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" -"세금 라벨은 **세금** 열에 있는 청구서 줄에 표시되는 세금의 라벨입니다. 이는 내보내기한 청구서나 고객 포털 등에서 *프론트엔드* " -"사용자에게 표시되는 :ref:`라벨 `입니다." #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" -msgstr "청구서 라벨은 각 청구서 줄에 표시됩니다." - -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "세금 그룹" - -#: ../../content/applications/finance/accounting/taxes.rst:216 -msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +msgid "The label on invoices is displayed on each invoice line" msgstr "" -"세금이 속한 **세금 그룹**을 선택합니다. 세금 그룹명은 내보낸 청구서 및 고객 포털의 *총계* 줄 위에 표시되는 :ref:`라벨 " -"``입니다." -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:217 +msgid "" +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" -"세금 그룹에는 동일한 세금이 다양하게 반복되기도 합니다. 이는 :doc:`재정 위치 '에 따라" -" 동일한 세금을 다르게 기록해야 할 때 유용합니다." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "세금 그룹명이 청구서 라벨과 다른 경우" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -"위의 예에서 유럽 커뮤니티 내에 있는 고객에 대해 표시되는 세금은 0%입니다. 금액은 특정 계정과 특정 세금줄에 기록됩니다. 그래도, " -"고객에게는 0%의 세금이 부과됩니다. 따라서 :ref:`청구서 라벨 `에 *0% EU*가 표시되고" -" *총계* 줄 위에 있는 세금 그룹명에는 *0%*가 표시되게 됩니다." -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "분석 비용에 포함" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." -msgstr "이 옵션이 활성화되면 세금 금액이 청구서 내역과 동일하게 **분석 계정**에 할당됩니다." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "세금에는 세 가지 라벨이 있으며 각 라벨마다 특정 용도가 있습니다. 다음 표를 참조하여 표시되는 위치를 확인하세요." + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr ":ref:`세금명 `" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr ":ref:`청구서 라벨 `" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" +msgstr ":ref:`세금 그룹 `" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "포함 가격" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." -msgstr "이 옵션이 활성화되면 총액 (세금 포함)은 **판매 가격**과 동일해집니다." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" -msgstr ":dfn:`총액 = 판매 가격 = 계산한 세금 제외 가격 + 세금`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" -msgstr "예를 들어, 품목의 판매 가격이 $1000이고 *가격의 10%* 세금을 적용합니다. 이런 경우 다음과 같습니다:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "900.10" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "90.9" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "1,000.00" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "세금 포함가 및 세금 제외가를 정확하게 정의해야 하는 경우 다음 문서를 참조하세요: :doc:`taxes/B2B_B2C`." -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -"**청구서**: 기본적으로 청구서에는 *세금 제외*로 내역 소계가 표시됩니다. *세금 포함* 으로 소계를 표시하려면 " -":menuselection:`회계 --> 환경 설정 --> 설정 --> 고객 청구서`로 이동하여 **내역 소계 세금 표시** 필드에서 " -"*세금 포함*을 선택한 다음 *저장*을 클릭합니다." -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -"**이커머스**: 기본적으로 전자상거래 웹사이트에는 *세금 제외* 가격이 표시됩니다. *세금 포함* 가격으로 표시하려면 " -":menuselection:`웹사이트 --> 환경 설정 --> 설정 --> 가격`으로 이동하여 **품목 가격** 필드에서 *세금 포함*을" -" 선택한 다음 *저장*을 클릭합니다." -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "" -"후순위 세금의\n" -"과세표준에 영향" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "이 옵션을 선택하면 세금이 포함된 총 금액이 동일한 품목에 적용되는 다른 세금에 대한 과세 기준이 됩니다." -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" -"이 세금을 포함하도록 새 :ref:`세금 그룹 `을 설정하거나 품목 내역에 직접 추가할 수 있습니다." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "환경세는 21% 부가가치세를 기준으로 합니다." -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " @@ -13700,7 +13758,7 @@ msgstr "" "품목 라인에 세금이 추가되는 순서는 금액 계산 방식에 영향을 주지 않습니다. 품목 라인에 세금을 직접 추가하는 경우에는 세금 순서에 따라" " 적용 순서가 결정됩니다." -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -13713,15 +13771,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "Odoo의 세금 순서에 따라 어떤 세금을 먼저 적용할지 결정합니다." -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr ":doc:`taxes/fiscal_positions`" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr ":doc:`taxes/B2B_B2C`" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr ":doc:`reporting/tax_returns`" @@ -13829,6 +13891,7 @@ msgstr "" "세금 제외인 모든 항목을 관리할 수 있으므로 오류 발생 가능성이 적고 영업 담당자가 관리하기가 더 쉬워지게 됩니다." #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -14027,12 +14090,14 @@ msgid "" "on the customer form so that it will be applied automatically at every sale " "of this customer." msgstr "" +"고객과 계약을 세금 포함가로 할지 아니면 세금 제외로 할 지 협상할 때, 고객 양식에서 가격표와 재정 위치를 설정하여 해당 고객과 관련된" +" 판매에 전부 자동 적용되도록 할 수 있습니다." #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:179 msgid "" "The pricelist is in the **Sales & Purchases** tab of the customer form, and " "the fiscal position is in the accounting tab." -msgstr "" +msgstr "가격표는 고객 양식의 **판매 및 매입** 탭에 있으며, 재정 위치는 회계 탭에 있습니다." #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:182 msgid "" @@ -14041,19 +14106,21 @@ msgid "" "wrong prices calculated for you. That's why we usually recommend companies " "to only work with one price reference." msgstr "" +"오류가 발생할 수 있다는 점에 유의하세요. 세금 포함 가격에 대한 재정 위치를 설정한 후 세금 미포함 가격표를 사용할 경우 가격 계산이 " +"잘못될 수 있습니다. 이런 이유로, 일반적으로 회사에서는 가격 참조를 한 가지로만 작업하는 것이 좋습니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst:3 msgid "Avatax integration" -msgstr "" +msgstr "Avatax 통합" #: ../../content/applications/finance/accounting/taxes/avatax.rst:5 msgid "Avatax is a tax calculation provider that can be integrated in Odoo." -msgstr "" +msgstr "Avatax는 Odoo에 통합할 수 있는 세금 계산 서비스업체입니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst:10 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:98 msgid "Credential configuration" -msgstr "" +msgstr "자격 증명 설정" #: ../../content/applications/finance/accounting/taxes/avatax.rst:12 msgid "" @@ -14061,16 +14128,18 @@ msgid "" "Configuration --> Settings --> Taxes` and add your Avatax credentials in the" " :guilabel:`Avatax` section." msgstr "" +"Avatax를 Odoo와 통합하려면 :menuselection:`회계 --> 환경 설정 --> 설정 --> 세금`으로 이동하여 " +":guilabel:`Avatax` 섹션에 Avatax 자격 증명을 추가합니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst:16 msgid "" "If you do not yet have credentials, click on :guilabel:`How to Get " "Credentials`." -msgstr "" +msgstr "아직 자격 증명이 없는 경우, :guilabel:`자격 증명을 얻는 방법`을 클릭합니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst-1 msgid "Configure Avatax settings" -msgstr "" +msgstr "Avatax 환경 설정하기" #: ../../content/applications/finance/accounting/taxes/avatax.rst:25 msgid "Tax mapping" @@ -14080,46 +14149,46 @@ msgstr "세금 매핑" msgid "" "The Avatax integration is available on Sale Orders and Invoices with the " "included Avatax fiscal position." -msgstr "" +msgstr "Avatax를 통합하여 판매주문서 및 청구서에 있는 Avatax 재정 위치에서 사용할 수 있습니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst:30 msgid "" "Before using the integration, specify an :guilabel:`Avatax Category` on the " "product categories." -msgstr "" +msgstr "통합 기능을 사용하기 전에 품목 카테고리에 :guilabel:`Avatax 카테고리`를 지정하세요." #: ../../content/applications/finance/accounting/taxes/avatax.rst-1 msgid "Specify Avatax Category on products" -msgstr "" +msgstr "품목에 Avatax 카테고리 지정하기" #: ../../content/applications/finance/accounting/taxes/avatax.rst:36 msgid "" "Avatax Categories may be overridden or set on individual products as well." -msgstr "" +msgstr "Avatax 카테고리는 개별 품목에서도 다시 지정하거나 설정할 수 있습니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst-1 msgid "Override product categories as needed" -msgstr "" +msgstr "필요에 따라 품목 카테고리 재지정하기" #: ../../content/applications/finance/accounting/taxes/avatax.rst:45 msgid "Address validation" -msgstr "" +msgstr "주소 유효성 검사하기" #: ../../content/applications/finance/accounting/taxes/avatax.rst:47 msgid "" "Manually validate customer addresses by clicking the :guilabel:`Validate " "address` link in the customer form view." -msgstr "" +msgstr "고객 양식 화면에서 :guilabel:`주소 유효성 검사` 링크를 클릭하여 고객 주소의 유효성을 직접 검사합니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst-1 msgid "Validate customer addresses" -msgstr "" +msgstr "고객 주소 유효성 검사하기" #: ../../content/applications/finance/accounting/taxes/avatax.rst:54 msgid "" "If preferred, choose to keep the newly validated address or the original " "address in the wizard that pops up." -msgstr "" +msgstr "원하는 경우 팝업으로 표시되는 마법사에서 새로 검증이 완료된 주소 또는 원래의 주소를 유지하도록 선택합니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst-1 msgid "Address validation wizard" @@ -14136,12 +14205,16 @@ msgid "" "clicking the :guilabel:`Compute taxes using Avatax` button while these " "documents are in draft mode." msgstr "" +"문서 확인을 통해 Avatax로 Odoo 견적서 및 청구서에 대한 세금을 자동으로 계산합니다. 또는 문서가 초안 모드인 동안 " +":guilabel:`Avatax를 사용하여 세금 계산` 버튼을 클릭하여 세금을 수기로 계산할 수 있습니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst:70 msgid "" "Use the :guilabel:`Avalara Code` field that's available on customers, " "quotations, and invoices to cross-reference data in Odoo and Avatax." msgstr "" +"고객, 견적서 및 청구서에 있는 :guilabel:`Avalara 코드` 필드를 사용하여 Odoo와 Avatax의 데이터를 상호 " +"참조합니다." #: ../../content/applications/finance/accounting/taxes/avatax.rst:74 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:39 @@ -14159,6 +14232,8 @@ msgid "" "expenses to the government based on the cash basis method is mandatory in " "some countries and under some conditions." msgstr "" +"현금 기준 세금은 청구서가 확정되었을 때 납부해야 하는 표준 세금과는 달리 결제할 때 납부해야 하는 세금입니다. 일부 국가에서는 특정 " +"조건에서 현금 기준 방식에 따라 정부에 수입과 지출을 보고하는 것이 의무 사항입니다." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:10 msgid "" @@ -14166,12 +14241,16 @@ msgid "" "is received in the 2nd quarter. Based on the cash basis method, the tax you " "must pay is for the 2nd quarter." msgstr "" +"회계연도 중 1분기에 제품을 판매하고 2분기에 대금을 수령하는 경우입니다. 현금 기준 방식에 따라서는, 반드시 2분기에 대한 세금을 " +"납부해야 합니다." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:16 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Settings` and under " "the :guilabel:`Taxes` section, enable :guilabel:`Cash Basis`." msgstr "" +":menuselection:`회계 --> 환경 설정 --> 설정`으로 이동하여 :guilabel:`세금` 섹션 아래에 있는 " +":guilabel:`현금 기준`을 활성화합니다." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:19 msgid "" @@ -14179,16 +14258,20 @@ msgid "" "link button next to the journal to update its default properties such as the" " :guilabel:`Journal Name`, :guilabel:`Type` or :guilabel:`Short Code`." msgstr "" +"그런 다음 :guilabel:`세금 현금 기준 전표`에 대해 정의합니다. 전표 옆에 있는 외부 링크 버튼을 클릭하여 전표 기본 속성을 " +"업데이트합니다 (예: :guilabel:`전표 이름`, :guilabel:`유형` 또는 :guilabel:`단문 코드`)." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst-1 msgid "Select your Tax Cash Basis Journal and click on the external link" -msgstr "" +msgstr "현금 기준 과세 전표를 선택하고 외부 링크를 클릭합니다." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:28 msgid "" "By default, the journal entries of the :guilabel:`Cash Basis Taxes` journal " "are named using the :guilabel:`CABA` short code." msgstr "" +"기본적으로, :guilabel:`현금 기준 세금` 전표에서 입력을 할 경우에는 단문 코드 :guilabel:`CABA` 를 사용하여 " +"이름이 지정됩니다." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:31 msgid "" @@ -14196,18 +14279,22 @@ msgid "" "Accounting: Taxes` to configure your taxes. You can either " ":guilabel:`Create` a new tax or update an existing one by clicking on it." msgstr "" +"이 작업이 완료되면 :menuselection:`회계 --> 환경 설정 --> 회계: 세금`으로 이동하여 세금을 설정합니다. " +":guilabel:`신규 생성`으로 새로 세금을 만들거나 기존 세금을 업데이트할 수 있습니다." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:35 msgid "" "The :guilabel:`Account` column reflects the proper transitional accounts to " "post taxes until the payment is registered." -msgstr "" +msgstr ":guilabel:`계정` 열에는 결제가 등록될 때까지 세금 항목을 발행할 적절한 전환 계정이 있습니다." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst-1 msgid "" "Fill in the account column with a transitional accounts where taxes go until the payment\n" "is registered" msgstr "" +"결제가 등록될 때까지 세금을 기록하는 임시 계정으로 계정 열을\n" +"입력하세요." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:43 msgid "" @@ -14217,16 +14304,21 @@ msgid "" ":guilabel:`Cash Basis Transition Account` where the tax amount is recorded " "as long as the original invoice has not been reconciled." msgstr "" +":guilabel:`고급 옵션` 탭에서 :guilabel:세금 신고 자격`을 결정합니다. 청구서 결제 시 세금을 납부하도록 " +":guilabel:`결제 기준`을 선택합니다. 그런 다음 원래 청구서가 조정되지 않는 한 세액이 기록되는 :guilabel:`현금 기준 " +"전환 계정`에 대해 정의할 수도 있습니다." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst-1 msgid "" "Fill in the Cash Basis Transition Account where taxes amounts go until payment\n" "reconciliation." msgstr "" +"현금 기준 전환 계정에는 결제조정을 할 때까지 세금을 기록하여\n" +"입력합니다." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:54 msgid "Impact of cash basis taxes on accounting" -msgstr "" +msgstr "현금 기준 세금이 회계에 미치는 영향" #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:56 msgid "" @@ -14234,16 +14326,18 @@ msgid "" "let's take an example with the sales of a product that costs 1,000$, with a " "cash basis tax of 15%." msgstr "" +"현금 기준 세금이 회계 거래에 미치는 영향을 설명하기 위해, 현금 기준 15% 세금인 1,000$의 품목을 판매하는 예를 들어 " +"보겠습니다." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:63 msgid "" "The following entries are created in your accounting, and the tax report is " "currently empty." -msgstr "" +msgstr "회계에 다음 항목이 생성되며 세금 보고서는 현재 비어 있습니다." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:66 msgid "**Customer journal (INV)**" -msgstr "" +msgstr "**고객 전표 (INV)**" #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:70 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:86 @@ -14257,11 +14351,11 @@ msgstr "수익 $1,000" #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:74 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:103 msgid "Temporary tax account $150" -msgstr "" +msgstr "임시 세금 계정 $150" #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:77 msgid "When the payment is then received, it is registered as below :" -msgstr "" +msgstr "이후 지불받게 되면 아래와 같이 등록합니다:" #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:80 msgid "**Bank journal (BANK)**" @@ -14275,17 +14369,17 @@ msgstr "은행 $1,150" msgid "" "Once the payment is registered, you can use the :guilabel:`Cash Basis " "Entries` smart button on the invoice to access them directly." -msgstr "" +msgstr "결제 등록이 완료되면 청구서에 있는 :guilabel:`현금 기준 항목` 스마트 버튼을 사용하여 바로 액세스할 수 있습니다." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:93 msgid "" "Finally, upon reconciliation of the invoice with the payment, the below " "entry is automatically created:" -msgstr "" +msgstr "마지막으로, 청구서와 결제 금액 정산이 완료되면 아래 항목이 자동으로 생성됩니다:" #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:97 msgid "**Tax Cash Basis Journal (Caba)**" -msgstr "" +msgstr "**현금 기준 세금 전표 (Caba)** " #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:101 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:105 @@ -14294,7 +14388,7 @@ msgstr "수익 계정 $1,000" #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:107 msgid "Tax Received $150" -msgstr "" +msgstr "세금 수령액 $150" #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:110 msgid "" @@ -14302,6 +14396,8 @@ msgid "" "are neutral, but they are needed to ensure correct tax reports in Odoo with " "accurate base tax amounts." msgstr "" +":guilabel:`수입 계정` 전표 항목 대비 :guilabel:`수입 계정`은 중립적인 항목이지만, 올바른 기본 세액으로 Odoo에서" +" 세금 신고를 정확하게 수행하기 위해 필요합니다." #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:113 msgid "" @@ -14311,10 +14407,13 @@ msgid "" "Settings --> Taxes`, and select a :guilabel:`Base Tax Received Account` " "under :guilabel:`Cash Basis`." msgstr "" +"잔액을 0으로 하여 불필요한 회계 이동으로 인해 수입 계정에 오류가 생기지 않도록 기본 :guilabel:`기본 세금 수취 계정`을 " +"사용하는 것이 좋습니다. 이렇게 하려면 :menuselection:`환경 설정 --> 설정 --> 세금`으로 이동하여 " +":guilabel:`현금 기준` 아래에서 :guilabel:`기본 세금 수취 계정`을 선택합니다." #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:3 msgid "EU intra-community distance selling" -msgstr "" +msgstr "EU 지역 내 원거래 판매" #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:5 msgid "" @@ -14324,6 +14423,8 @@ msgid "" "remotely, typically through online platforms, mail orders, telephone, or " "other means of communication." msgstr "" +"EU 지역 원거리 판매는 부가가치세 등록이 되어 있는 공급업체가 유럽 연합 회원국에 위치한 개인 에게 상품 및 서비스를 국경 간 거래하는" +" 것 (B2C)을 말합니다. 거래는 일반적으로 온라인 플랫폼, 우편 주문, 전화 또는 기타 통신 수단을 통해 원격으로 이루어집니다." #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:10 msgid "" @@ -14331,12 +14432,14 @@ msgid "" "regulations. The vendor must charge VAT per the VAT rate applicable in the " "buyer's country." msgstr "" +"EU 지역 내 원거리 판매에는 특정 부가가치세 규칙 및 규정이 적용됩니다. 판매자는 구매자 측 국가에 적용되는 부가가치세 세율에 따라 " +"부가가치세를 부과해야 합니다." #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:14 msgid "" "This remains applicable even if the vendor is located outside of the " "European Union." -msgstr "" +msgstr "이는 공급업체가 유럽 연합 외부에 있는 경우에도 적용됩니다." #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:19 msgid "" @@ -14346,11 +14449,14 @@ msgid "" ":menuselection:`Accounting --> Configuration --> Settings --> Taxes`, tick " ":guilabel:`EU Intra-community Distance Selling`, and :guilabel:`Save`." msgstr "" +"**EU 지역 내 원거리 판매** 기능을 사용하면 판매자의 국가를 기준으로 규정을 준수하기 위하여 새로운 **재정 위치** 및 " +"**세금**을 생성하고 구성합니다. 이 기능을 사용하려면 :menuselection:`회계 --> 환경 설정 --> 설정 --> " +"세금`으로 이동하여 :guilabel:`EU 커뮤니티 내 원거리 판매`를 선택하고 :guilabel:`저장`을 체크합니다." #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst-1 msgid "" "EU intra-community Distance Selling feature in Odoo Accounting settings" -msgstr "" +msgstr "Odoo 회계 설정에서의 EU 지역 내 원거리 판매 기능" #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:28 msgid "" @@ -14359,16 +14465,18 @@ msgid "" " --> Taxes --> EU Intra-community Distance Selling` and click on the " ":guilabel:`Refresh tax mapping`." msgstr "" +"세금을 추가하거나 수정할 때마다 재정 위치를 자동으로 업데이트할 수 있습니다. :menuselection:`회계/청구서 발행 --> 설정" +" --> 세금 --> EU 커뮤니티 내 원거리 판매`로 이동하여 :guilabel:`세금 매핑 새로 고침`을 클릭합니다." #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:33 msgid "" "We highly recommend checking that the proposed mapping is suitable for the " "products and services you sell before using it." -msgstr "" +msgstr "제안된 매핑이 판매하는 제품 및 서비스에 적합한지 사용하기 전에 확인하는 것을 적극 권합니다." #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:42 msgid "One-Stop Shop (OSS)" -msgstr "" +msgstr "원스톱 상점 (OSS: One-Stop Shop)" #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:44 msgid "" @@ -14380,6 +14488,10 @@ msgid "" " are **two primary schemes**: the **Union OSS** scheme for cross-border " "services and the **Import OSS** scheme for goods valued at or below €150." msgstr "" +"유럽연합에서 도입한 :abbr:`OSS(원스톱 상점)` 시스템은 **국가간** 상품 및 서비스 판매에 대한 부가가치세 징수를 " +"간소화합니다. 이는 주로 기업 대 소비자 **(B2C)** 사례에 적용됩니다. OSS를 통해 기업은 본국에서 부가가치세를 등록하고 단일 " +"온라인 포털을 사용하여 EU 내 판매에 대한 부가가치세 납세 의무를 해소할 수 있습니다. **두 가지 주요 제도**를 통해 진행됩니다: " +"국가간 서비스를 위한 **유니온 OSS** 제도와 €150 이하의 상품에 대한 **OSS 수입** 제도가 바로 그것입니다." #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:52 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:876 @@ -14398,6 +14510,11 @@ msgid "" "Once generated, log into the platform of your competent federal authority to" " submit it onto the OSS portal." msgstr "" +"**OSS 판매** 또는 **OSS 수입** 보고서를 생성하여 OSS 포털에 제출하려면 :menuselection:`회계 --> 보고 " +"--> 세금 보고서`로 이동하여 :guilabel:`보고: 일반 세금 보고서`를 클릭하고 :guilabel:`OSS 판매` 또는 " +":guilabel:`OSS 수입`을 선택합니다. 선택 후 왼쪽 상단 모서리의 :guilabel:`PDF`, :guilabel:`XLSX`" +" 또는 :guilabel:`XML`을 클릭합니다. 그러면 선택한 형식으로 현재 열려 있는 보고서가 생성됩니다. 보고서가 생성되면 관할 " +"연방 기관의 플랫폼에 로그인하여 OSS 포털에 제출합니다." #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst-1 msgid "OSS reports view" @@ -14408,10 +14525,12 @@ msgid "" "`European Commission: OSS | Taxation and Customs Union " "`_" msgstr "" +"`유럽 위원회: OSS | 조세 및 관세 동맹 " +"`_" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:3 msgid "Fiscal positions (tax and account mapping)" -msgstr "" +msgstr "재정 위치 (세금 및 계정 매핑)" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:5 msgid "" @@ -14420,12 +14539,14 @@ msgid "" " localization and business type, using different taxes and accounts for a " "transaction might be necessary." msgstr "" +"품목 및 고객에 대한 기본 세금과 계정이 설정되어 있어 거래를 즉시 새로 생성할 수 있습니다. 다만 고객과 공급업체의 현지화 및 비즈니스" +" 유형에 따라 거래에 다른 세금 및 계정을 사용해야 하는 경우도 있습니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:9 msgid "" "**Fiscal positions** allow the creation of rules to adapt the taxes and " "accounts used for a transaction automatically." -msgstr "" +msgstr "**재정 위치**를 사용하면 거래에 사용할 세금과 계정을 자동으로 조정하는 규칙을 만들 수 있습니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:12 msgid "" @@ -14433,12 +14554,16 @@ msgid "" ":ref:`manually `, or :ref:`assigned to a partner " "`." msgstr "" +":ref:`자동 `, :ref:`수기 ` " +"또는 :ref:`협력사에게 배정 `으로 적용될 수 있습니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:16 msgid "" "Several default fiscal positions are available as part of your :ref:`fiscal " "localization package `." msgstr "" +":ref:`재정 현지화 패키지 `에서 여러 가지 기본 재정 위치를 사용할 수 " +"있습니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:25 msgid "Tax and account mapping" @@ -14450,42 +14575,49 @@ msgid "" "Configuration --> Fiscal Positions`, and open the entry to modify or click " "on :guilabel:`New`." msgstr "" +"재정 위치를 수정 또는 생성하려면 :menuselection:`회계 --> 환경 설정 --> 재정 위치`로 이동하여 수정할 항목을 열거나" +" :guilabel:`새로 만들기`를 클릭합니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:30 msgid "" "The mapping of taxes and accounts is based on the default taxes and accounts" " defined in the product form." -msgstr "" +msgstr "세금 및 계정 매핑은 품목의 양식에 지정되어 있는 기본 세금 및 계정을 기반으로 합니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:33 msgid "" "To map to another tax or account, fill out the right column (:guilabel:`Tax " "to Apply`/ :guilabel:`Account to Use Instead`)." msgstr "" +"다른 세금이나 계좌에 매핑하려면 오른쪽에 있는 열 (:guilabel:`적용할 세금`/ :guilabel:`대신 사용할 계정`)을 " +"입력합니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 msgid "Example of a fiscal position's tax mapping" -msgstr "" +msgstr "재정 위치의 세금 매핑 예시" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 msgid "Example of a fiscal position's account mapping" -msgstr "" +msgstr "재정 위치의 계정 매핑 예시" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:44 msgid "To remove a tax, leave the field :guilabel:`Tax to Apply` empty." -msgstr "" +msgstr "세금을 삭제하려면 :guilabel:`적용할 세금` 필드를 비워 둡니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:45 msgid "" "To replace a tax with several other taxes, add multiple lines using the same" " :guilabel:`Tax on Product`." msgstr "" +"세금을 여러 가지의 다른 세금으로 대체시키려면, 동일한 :guilabel:`품목에 대한 세금`을 사용하여 여러 줄을 추가합니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:49 msgid "" "The mapping only works with *active* taxes. Therefore, make sure they are " "active by going to :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" +"매핑은 *활성화*되어 있는 세금에 대해서만 작동합니다. 따라서 :menuselection:`회계 --> 환경 설정 --> 세금`으로 " +"이동하여 해당 세금이 활성화되어 있는지 확인하세요." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:53 msgid "Application" @@ -14501,26 +14633,28 @@ msgid "" "to :menuselection:`Accounting --> Configuration --> Fiscal Positions`, open " "the fiscal position to modify, and tick :guilabel:`Detect Automatically`." msgstr "" +"일련의 조건에 따라 재정 위치를 자동 적용되도록 하려면 :menuselection:`회계 --> 환경 설정 --> 재정 위치`로 이동하여" +" 수정할 재정 위치를 열고 :guilabel:`자동 감지`를 선택합니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:64 msgid "From there, several conditions can be activated:" -msgstr "" +msgstr "여기에서 몇 가지 조건을 활성화할 수 있습니다:" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:66 msgid "" ":guilabel:`VAT Required`: the customer's VAT number must be present on their" " contact form." -msgstr "" +msgstr ":guilabel:`VAT 필수`: 문의 양식에 고객의 VAT 번호가 있어야 합니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:67 msgid "" ":guilabel:`Country Group` and :guilabel:`Country`: the fiscal position is " "only applied to the selected country or country group." -msgstr "" +msgstr ":guilabel:`국가 그룹` 및 :guilabel:`국가`: 재정 위치는 선택한 국가 또는 국가 그룹에만 적용됩니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 msgid "Example of a fiscal position automatic application settings" -msgstr "" +msgstr "재정 위치를 자동 적용하도록 설정하는 예시" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:75 msgid "" @@ -14528,18 +14662,22 @@ msgid "" "fiscal positions with :guilabel:`VAT required` enabled will require Intra-" "Community valid VAT numbers to apply automatically." msgstr "" +":doc:`VAT 번호 확인 ` 기능이 활성화되어 있는 경우, :guilabel:`VAT 필수`인 재정 " +"위치는 커뮤니티 내 유효한 VAT 번호가 있어야만 자동으로 적용됩니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:78 msgid "" "Taxes on **eCommerce orders** are automatically updated once the customer " "has logged in or filled out their billing details." -msgstr "" +msgstr "**이커머스 주문**에 대한 세금은 고객이 로그인하거나 청구 세부 정보를 입력하면 자동으로 업데이트됩니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:82 msgid "" "The fiscal positions' **sequence** defines which fiscal position is applied " "if all conditions set on multiple fiscal positions are met simultaneously." msgstr "" +"재정 위치의 **순서**에서는 여러 개의 재정 위치에 설정되어 있는 조건이 동시에 모두 충족되는 경우 어떤 재정 위치를 적용할 지 " +"정의합니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:85 msgid "" @@ -14548,6 +14686,8 @@ msgid "" "comprises *country A*. In that case, only the first fiscal position will be " "applied to customers from *country A*." msgstr "" +"예를 들어, 순서 상 첫 번째에 있는 재정 위치 대상이 *A 국가*이고 두 번째 재정 위치는 *A 국가*를 포함하는 *국가 그룹*을 " +"대상으로 한다고 가정합니다. 이 경우 *A 국가*의 고객에게는 첫 번째 재정 위치만 적용됩니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:92 msgid "Manual application" @@ -14559,10 +14699,12 @@ msgid "" "go to the :guilabel:`Other Info` tab and select the desired " ":guilabel:`Fiscal Position` before adding product lines." msgstr "" +"재정 위치를 직접 선택하려면 판매주문서, 청구서 또는 공급업체 청구서를 열어서 품목 라인을 추가하기 전에 :guilabel:`기타 정보`" +" 탭으로 이동하여 원하는 :guilabel:`재정 위치`를 선택합니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 msgid "Selection of a fiscal position on a sales order, invoice, or bill" -msgstr "" +msgstr "판매주문서, 청구서 또는 공급업체 청구서의 재정 위치 선택하기" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:105 msgid "Assign to a partner" @@ -14575,10 +14717,12 @@ msgid "" "select the partner, open the :guilabel:`Sales & Purchase` tab, and select " "the :guilabel:`Fiscal Position`." msgstr "" +"특정 협력사에 대해서 반드시 기본적으로 사용해야 하는 재정 위치를 정의하려면 :menuselection:`회계 --> 고객 --> " +"고객`으로 이동하여 협력사를 선택하고 :guilabel:`판매 및 매입` 탭을 연 다음 :guilabel:`재정 위치`를 선택합니다." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 msgid "Selection of a fiscal position on a customer" -msgstr "" +msgstr "고객의 재정 위치 선택하기" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:118 msgid ":doc:`B2B_B2C`" @@ -14587,103 +14731,87 @@ msgstr ":doc:`B2B_B2C`" #: ../../content/applications/finance/accounting/taxes/retention.rst:3 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:28 msgid "Withholding taxes" -msgstr "" +msgstr "원천징수 세금" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 msgid "TaxCloud integration" -msgstr "" +msgstr "TaxCloud 통합" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr ":doc:`avatax`" #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:3 msgid "VAT numbers verification (VIES)" -msgstr "" +msgstr "부가가치세 번호 확인 (VIES:VAT numbers verification)" #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:5 msgid "" @@ -14693,12 +14821,16 @@ msgid "" "check the validity of VAT numbers for companies registered in the European " "Union." msgstr "" +"`부가가치세 정보 교환 시스템 `_ 또는 **VIES (VAT Information Exchange System)**'는 유럽연합집행위원회에서 " +"제공하는 도구로서, 이를 통해 유럽 연합에 등록된 기업의 부가가치세 번호의 유효성을 확인할 수 있습니다." #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:9 msgid "" "Odoo's VAT Validation feature uses the VIES to verify your contacts' VAT " "numbers directly from Odoo's interface." msgstr "" +"Odoo의 부가세 유효성 검사 기능에서는 연락처에 있는 부가세 번호를 Odoo의 인터페이스에서 VIES를 통해 직접 확인합니다." #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:13 msgid "" @@ -14707,10 +14839,13 @@ msgid "" "numbers `_ from " "that country." msgstr "" +"부가가치세 번호 확인 기능이 활성화되어 있는지 여부에 관계없이, Odoo에서는 해당 국가의 '예상 부가가치세 번호 형식 " +"`_'과 비교하여 연락처의 " +"부가가치세 형식을 체크합니다." #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:18 msgid "VIES VAT number verification" -msgstr "" +msgstr "VIES 부가가치세 번호 확인" #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:20 msgid "" @@ -14718,6 +14853,8 @@ msgid "" " --> Settings`. In the :guilabel:`Taxes` section, enable the " ":guilabel:`Verify VAT Numbers` feature, and click on :guilabel:`Save`." msgstr "" +"이 기능을 활성화하려면 :menuselection:`회계 --> 환경 설정 --> 설정`으로 이동하세요. :guilabel:`세금` " +"섹션에서 guilabel:`부가가치세 번호 확인` 기능을 활성화하고 :guilabel:`저장`을 클릭합니다." #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:24 msgid "" @@ -14728,10 +14865,14 @@ msgid "" "checks or unchecks the :guilabel:`Intra-Community Valid` checkbox depending " "on the validity of the VAT number." msgstr "" +":guilabel:`VAT 번호 확인` 기능을 활성화하면, 연락처의 :guilabel:`세금 ID` 필드가 입력되어 있고 *동시에* 해당" +" 국가가 회사 국가와 다른 경우, Odoo에서 :guilabel:`지역 내 유효` 확인란이 나타납니다. Odoo는 VIES를 통해 " +"부가가치세 번호를 테스트한 후 부가가치세 번호의 유효 여부에 따라 :guilabel:`지역 내 유효` 확인란에 자동 표시하거나 선택 " +"취소합니다." #: ../../content/applications/finance/accounting/taxes/vat_verification.rst-1 msgid "Intra-community valid checkbox on the contact record" -msgstr "" +msgstr "연락처 레코드의 지역 내 유효성 확인란" #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:34 msgid "" @@ -14740,6 +14881,8 @@ msgid "" "example, if the company was recently created and its VAT is not yet in the " "VIES). This change is logged in the chatter for transparency." msgstr "" +"자동 VIES 선택이 잘못된 경우 (예: 회사가 최근에 생성되었는데 아직 VIES에 부가가치세 정보가 없는 경우)에는 연락처의 " +":guilabel:`지역 내 유효` 필드를 직접 재지정할 수 있습니다. 이같은 변경 사항은 메시지창에 기록되어 명확하게 관리합니다." #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:39 msgid "" @@ -14748,14 +14891,16 @@ msgid "" " any fiscal positions with VAT required enabled will require Intra-Community" " valid VAT numbers to apply automatically." msgstr "" +"Odoo에서는 :ref:`재정 위치 `를 자동으로 적용할 수 있습니다. 부가가치세 번호" +" 확인 기능이 활성화되어 있는 경우, 부가세가 필수인 재정 위치에 자동으로 적용하려면 지역 내 유효한 부가세 번호가 있어야 합니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" -msgstr "" +msgstr "공급업체 청구서" #: ../../content/applications/finance/accounting/vendor_bills.rst:7 msgid "" @@ -14763,6 +14908,8 @@ msgid "" "while the **Aged Payable report** provides an overview of all outstanding " "bills to help us pay the correct amounts on time." msgstr "" +"Odoo에서는 공급업체 청구서를 **수기** 혹은 **자동**으로 등록할 수 있으며, **장기 미지급금 보고서**를 통해 미납 중인 전체" +" 업체 청구서를 한 눈에 볼 수 있으므로 적시에 정확한 금액을 지불할 수 있도록 도와줍니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:12 msgid "" @@ -14770,10 +14917,16 @@ msgid "" "`_" msgstr "" +"튜토리얼 `공급업체 청구서 등록하기 `_" + +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" -msgstr "" +msgstr "청구서 생성하기" #: ../../content/applications/finance/accounting/vendor_bills.rst:19 msgid "Manually" @@ -14784,6 +14937,8 @@ msgid "" "Create a vendor bill manually by going to :menuselection:`Accounting --> " "Vendors --> Bills` and clicking :guilabel:`Create`." msgstr "" +":menuselection:`회계 --> 공급업체 --> 공급업체 청구서`로 이동한 후 :guilabel:`신규 생성`을 클릭하여 업체 " +"청구서를 직접 생성합니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:25 msgid "Automatically" @@ -14796,22 +14951,27 @@ msgid "" "purchase journal, or by **uploading a PDF** in :menuselection:`Accounting " "--> Vendors --> Bills` and then clicking :guilabel:`Upload`." msgstr "" +"업체 청구서를 자동으로 생성하려면, 매입 전표에 연결된 :ref:`이메일 별칭 `으로 **이메일을 보내거나**, :menuselection:`회계 --> 공급업체 --> 공급업체 청구서`에서 PDF를 " +"업로드한 다음 :guilabel:`업로드`를 클릭하면 됩니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:32 msgid "Bill completion" -msgstr "" +msgstr "공급업체 청구서 완료하기" #: ../../content/applications/finance/accounting/vendor_bills.rst:34 msgid "" "Whether the bill is created manually or automatically, make sure the " "following fields are appropriately completed:" -msgstr "" +msgstr "직접 혹은 자동 생성 여부와 관계없이, 청구서에서 다음 필드가 알맞게 입력되었는지 확인합니다:" #: ../../content/applications/finance/accounting/vendor_bills.rst:37 msgid "" ":guilabel:`Vendor`: Odoo automatically fills some information based on the " "vendor's registered information, previous purchase orders, or bills." msgstr "" +":guilabel:`공급업체`: Odoo에서는 공급업체의 등록 정보나 이전 발주서 또는 청구서를 기반으로 하여 자동으로 일부 정보가 " +"입력됩니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:39 msgid "" @@ -14819,6 +14979,8 @@ msgid "" "vendor and is used to do the :ref:`matching ` when you " "receive the products." msgstr "" +":guilabel:`청구서 참조`: 공급업체에서 받은 판매주문서 참조를 추가하며, 물품을 수령할 때 :ref:`일치 " +"` 작업을 하는 데 사용합니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:41 msgid "" @@ -14826,58 +14988,63 @@ msgid "" "automatically complete the document. The :guilabel:`Vendor` field should be " "completed prior to completing this field." msgstr "" +":guilabel:`자동 완성`: 예전 업체청구서/발주서를 선택하면 문서가 자동 완성됩니다. 이 필드를 완료하기 전에 " +":guilabel:`공급업체` 필드를 입력해야 합니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:43 msgid ":guilabel:`Bill Date`: is the issuance date of the document." -msgstr "" +msgstr ":guilabel:`공급업체 청구서 날짜`: 문서가 발행된 날짜입니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:44 msgid "" ":guilabel:`Accounting Date`: is the date on which the document is registered" " in your accounting." -msgstr "" +msgstr ":guilabel:`회계 날짜`: 문서가 회계에 등록된 날짜입니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:45 msgid "" ":guilabel:`Payment Reference`: when registering the payment, it is " "automatically indicated in the :guilabel:`Memo` field." -msgstr "" +msgstr ":guilabel:`결제 참조`: 결제를 등록할 때 :guilabel:`메모` 필드에 자동으로 표시됩니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:47 msgid "" ":guilabel:`Recipient Bank`: to indicate to which account number the payment " "has to be made." -msgstr "" +msgstr ":guilabel:`수취인 은행`: 결제 받을 계좌 번호를 나타냅니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:48 msgid ":guilabel:`Due Date` or :guilabel:`Terms` to pay the bill." -msgstr "" +msgstr ":guilabel:`마감일` 또는 :guilabel:`기간`으로 청구서 금액을 결제합니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:49 msgid "" ":guilabel:`Journal`: select in which journal the bill should be recorded and" " the :doc:`Currency `." msgstr "" +":guilabel:`전표`: 청구서를 기장할 전표와 :doc:`통화 `를 선택합니다." #: ../../content/applications/finance/accounting/vendor_bills.rst-1 msgid "filling the vendor bill" -msgstr "" +msgstr "공급업체 청구서 입력하기" #: ../../content/applications/finance/accounting/vendor_bills.rst:57 msgid "" "Bills can be :doc:`digitized ` for " "automatic completion by clicking :guilabel:`Send for Digitization`." msgstr "" +"청구서는 :doc:`디지털 변환 `를 클릭하여 자동 완성할 수 있으며, " +":guilabel:`전송하여 디지털 변환하기`를 클릭하면 됩니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:59 msgid "" "If you upload the bill, the PDF document is displayed on the right of the " "screen, allowing you to easily fill in the bill information." -msgstr "" +msgstr "청구서를 업로드하면 화면 우측에 PDF 문서가 표시되어, 청구서 정보를 쉽게 입력할 수 있습니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:63 msgid "Bill confirmation" -msgstr "" +msgstr "공급업체 청구서 확인하기" #: ../../content/applications/finance/accounting/vendor_bills.rst:65 msgid "" @@ -14885,22 +15052,25 @@ msgid "" " document changes to :guilabel:`Posted` and a journal entry is generated " "based on the configuration on the invoice." msgstr "" +"문서 작성이 완료되면 :guilabel:`확인`을 클릭합니다. 문서 상태가 :guilabel:`발행 완료`로 변경되고 청구서 설정에 따라" +" 전표가 입력됩니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:69 msgid "" "Once confirmed, it is no longer possible to update it. Click " ":guilabel:`Reset to draft` if changes are required." msgstr "" +"일단 확인이 완료되면, 더 이상 변경할 수 없습니다. 변경을 해야 하는 경우, :guilabel:`초안으로 재설정`을 클릭합니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:73 msgid "Bill Payment" -msgstr "" +msgstr "공급업체 청구서 결제" #: ../../content/applications/finance/accounting/vendor_bills.rst:75 msgid "" "Upon payment of the vendor bill, click on :guilabel:`Register Payment`. A " "new window pops up." -msgstr "" +msgstr "공급업체 청구서 결제 시, :guilabel:`결제 등록`을 클릭합니다. 새로 팝업창이 나타납니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:77 msgid "" @@ -14911,16 +15081,21 @@ msgid "" "bill. If the field is empty, we recommend you select the vendor invoice " "number as a reference." msgstr "" +":guilabel:`전표`, :guilabel:`결제 방법`, 결제하려는 :guilabel:`금액`(전액 또는 부분 결제) 및 " +":guilabel:`통화`를 선택합니다. 공급업체 청구서에서 `결제 참조`가 올바르게 설정되어 있으면 Odoo에서 `메모` 필드가 " +"자동으로 입력됩니다. 필드가 입력되지 않는 경우에는, 공급업체 청구서 번호를 참조로 선택하는 것이 좋습니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:82 msgid "" "Once confirmed, an :guilabel:`In Payment` banner appears on the bill until " "it is :doc:`reconciled `." msgstr "" +"일단 확인을 하면, :doc:`조정 완료 ` 될 때까지 청구서에 :guilabel:`결제 중` " +"배너가 표시됩니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:86 msgid "Aged payable report" -msgstr "" +msgstr "장기 미지급금 보고서" #: ../../content/applications/finance/accounting/vendor_bills.rst:88 msgid "" @@ -14928,12 +15103,14 @@ msgid "" "you can use the **Aged Payable report**. Go to :menuselection:`Accounting " "--> Reporting --> Partner Reports: Aged payable`." msgstr "" +"미납 중인 업체 청구서 및 해당 기한에 대해 전체적인 내용을를 확인하려면 **장기 미지급금 보고서**를 활용할 수 있습니다. " +":menuselection:`회계 --> 보고 --> 협력사 보고서`: 장기 미지급금`으로 이동합니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:92 msgid "" "Click on a vendor's name to open up the details of all outstanding bills, " "the amounts due, the due dates, etc." -msgstr "" +msgstr "공급업체명을 클릭하면 미납 업체 청구서, 미납액, 기한 등 모든 세부 정보가 열립니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:96 msgid "" @@ -14941,6 +15118,8 @@ msgid "" "available on the screen as a PDF or XLSX file and save it in the folder of " "your choice." msgstr "" +":guilabel:`저장` 버튼을 클릭하면 화면에 표시되는 정보를 PDF 또는 XLSX 파일로 내보내어 원하는 폴더에 저장할 수 " +"있습니다." #: ../../content/applications/finance/accounting/vendor_bills.rst:98 msgid "" @@ -14948,10 +15127,12 @@ msgid "" "is in back-order and is sending you invoices as they ship the products, or " "if your vendor is sending you a partial bill or asking for a deposit." msgstr "" +"공급업체 이월 주문 상태이고 품목을 배송할 때 청구서를 보내는 경우, 또는 공급업체가 일부분에 대해서만 청구서를 보내거나 보증금을 " +"요청하는 경우에는, 동일한 구매주문서에 대해 청구서를 여러 개 받을 수 있습니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:3 msgid "Non-current assets and fixed assets" -msgstr "" +msgstr "비유동자산 및 고정자산" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:5 msgid "" @@ -14960,6 +15141,8 @@ msgid "" " than being expensed and appear on the company's balance sheet. Depending on" " their nature, they may undergo **depreciation**." msgstr "" +"**비유동 자산**은 **장기 자산**이라고도 하며, 1년 이상의 기간 후에 실현될 것으로 예상되는 투자 자산입니다. 해당 자산은 비용 " +"대신 자본으로 처리하여 회사의 재무상태표에 표시합니다. 자산의 성격에 따라 **감가상각**할 수 있습니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:9 msgid "" @@ -14967,6 +15150,7 @@ msgid "" " bought for their productive aspects, such as buildings, vehicles, " "equipment, land, and software." msgstr "" +"**고정자산**은 비유동자산의 일종으로 건물, 차량, 기계 설비, 토지, 소프트웨어와 같이 생산 활동을 위해 매입한 자산을 포함합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:12 msgid "" @@ -14977,16 +15161,19 @@ msgid "" "Depreciation** amount reported on the balance sheet equals $ 20,000, leaving" " us with $ 7,000 of **Not Depreciable Value**, or Salvage value." msgstr "" +"예를 들어, $27,000달러 자동차를 구입한다고 가정합니다. 5년 동안 상각될 예정이고 향후에 $7,000달러에 판매할 계획입니다. " +"직선법 혹은 정액법을 감가상각 방법으로 사용하면 매년 $4,000가 **감가상각비**로 지출됩니다. 5년 후 재무상태조표에 보고되는 " +"**감가상각누계액** 금액은 $20,000가 되고, **감가상각 불가 금액**, 즉 잔존 가치는 $7,000가 됩니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:18 msgid "" "Odoo Accounting handles depreciation by creating all depreciation entries " "automatically in *draft mode*. They are then posted periodically." -msgstr "" +msgstr "Odoo 회계에서는 감가상각 항목을 *초안 모드*로 자동 생성한 후 주기적으로 발행하여 처리합니다" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:21 msgid "Odoo supports the following **Depreciation Methods**:" -msgstr "" +msgstr "Odoo에서는 다음과 같은 **감가상각법**을 지원합니다:" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:23 msgid "Straight Line" @@ -14998,91 +15185,119 @@ msgstr "정률법" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:25 msgid "Declining Then Straight Line" +msgstr "정률법 적용 후 정액법" + +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." msgstr "" +"서버에서 항목 발행 여부를 매일 한 번씩 확인합니다. 이에 따라 *초안*에서 *발행*으로 변경되는 것을 확인하기까지 최대 24시간까지 " +"소요될 수 있습니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" " default expense account." -msgstr "" +msgstr "이와 같은 거래는 기본 비용 계정이 아니라 반드시 **자산 계정**으로 발행해야 합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:38 msgid "Configure an Assets Account" +msgstr "자산 계정 설정" + +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." msgstr "" +"**계정과목표**에서 계정을 설정하려면, :menuselection:`회계 --> 환경 설정 --> 계정과목표`로 이동하여, *생성*을 " +"클릭한 후 양식을 작성합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" -msgstr "" +msgstr "Odoo 회계에서 자산 계정 설정하기" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:48 msgid "" "This account's type must be either *Fixed Assets* or *Non-current Assets*." -msgstr "" +msgstr "이 계정의 유형은 반드시 *고정 자산* 또는 *비유동 자산*이어야 합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" -msgstr "" +msgstr "비용 항목을 알맞은 계정에 발행하세요." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" -msgstr "" +msgstr "공급업체 청구서 초안에서 계정 선택하기" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:56 msgid "" "On a draft bill, select the right account for all the assets you are buying." -msgstr "" +msgstr "업체 청구서 초안에서, 구매하려는 자산에 적합한 계정을 선택합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" -msgstr "" +msgstr "Odoo 회계의 공급업체 청구서 초안에서 자산 계정 선택하기" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" -msgstr "" +msgstr "특정 품목에 대해 다른 비용 계정 선택하기" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." -msgstr "" +msgstr "품목 수정을 시작한 후, *회계* 탭으로 이동하여 올바른 **비용 계정**을 선택한 다음 저장합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Change of the Assets Account for a product in Odoo" -msgstr "" +msgstr "Odoo에서 품목 자산 계정 변경하기" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:75 msgid "" "It is possible to :ref:`automate the creation of assets entries ` for these products." -msgstr "" +msgstr "이와 같은 품목에 대해 :ref:`자동으로 자산 항목 생성하기 `를 할 수 있습니다." + +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "전표 발행이 완료된 계정 변경하기" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " "click on the account, and select the right one." msgstr "" +"이렇게 하려면, :menuselection:`회계 --> 회계 --> 매입`으로 이동하여, 수정하려는 전표을 선택한 다음 계정을 클릭하고" +" 올바른 계정을 선택합니다." + +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "Odoo 회계에서 발행 완료된 전표의 계정 수정하기" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" -msgstr "" +msgstr "자산 입력" + +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "새 항목 만들기" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " "mode*. They are then posted one by one at the right time." -msgstr "" +msgstr "**자산 입력**을 하면 모든 전표 항목이 *초안 모드*로 자동 생성됩니다. 그런 다음 알맞은 시기에 하나씩 발행됩니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:102 msgid "" "To create a new entry, go to :menuselection:`Accounting --> Accounting --> " "Assets`, click on *Create*, and fill out the form." msgstr "" +"새로운 항목을 생성하려면 :menuselection:`회계 --> 회계 --> 자산`으로 이동하여 *생성*을 클릭한 후 양식을 " +"작성합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:105 msgid "" @@ -15090,10 +15305,12 @@ msgid "" "this new entry. Some fields are then automatically filled out, and the " "journal item is now listed under the **Related Purchase** tab." msgstr "" +"**관련 매입 선택**을 클릭하면 기존 전표 항목을 새로운 항목에 연결합니다. 그러면 일부 필드가 자동으로 작성되고 이제 해당 전표 " +"항목은 **관련 판매** 탭 아래에 놓이게 됩니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets entry in Odoo Accounting" -msgstr "" +msgstr "Odoo 회계로 자산 입력하기" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:113 msgid "" @@ -15102,16 +15319,22 @@ msgid "" " shows you all the entries that Odoo will post to depreciate your asset, and" " at which date." msgstr "" +"완료된 후에는, *감가상각 계산* (*확인* 버튼 옆)을 클릭하면 **감가상각 현황표**에 있는 전체 값을 생성할 수 있습니다. 이 " +"현황표에는 Odoo에서 자산을 감가상각하기 위해 발행하는 모든 항목과 해당 날짜가 표시됩니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Depreciation Board in Odoo Accounting" -msgstr "" +msgstr "Odoo 회계의 감가상각 현황표" + +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "\"시간 비례 원칙 (Prorata Temporis)\"이란 무슨 뜻인가요?" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " "most accurately possible." -msgstr "" +msgstr "**시간 비례 원칙 (Prorata Temporis)**은 자산을 가장 정확하게 감가상각할 수 있는 유용한 기능입니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:126 msgid "" @@ -15120,6 +15343,8 @@ msgid "" "Depreciation Date* rather than the default amount of time between " "depreciations." msgstr "" +"이 기능을 사용하면, 감가상각 현황표에 있는 첫 번째 항목은 기본 감가상각 기간이 아닌 *비례 날짜*와 *최초 감가상각 날짜* 사이에 " +"남은 기간을 기준으로 계산됩니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:130 msgid "" @@ -15127,17 +15352,19 @@ msgid "" " amount of $ 241.10 rather than $ 4,000.00. Consequently, the last entry is " "also lower and has an amount of $ 3758.90." msgstr "" +"예를 들어, 위의 감가상각 현황표에 있는 첫 번째 감가상각은 $4,000.00이 아니라 $241.10입니다. 따라서 마지막 항목의 금액도" +" 더 낮아져 $3758.90이 됩니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:134 msgid "What are the different Depreciation Methods" -msgstr "" +msgstr "여러 가지 감가상각 방법" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:136 msgid "" "The **Straight Line Depreciation Method** divides the initial Depreciable " "Value by the number of depreciations planned. All depreciation entries have " "the same amount." -msgstr "" +msgstr "**정액법 감가상각**은 기초의 감가상각 가치를 계획된 감가상각 횟수로 나눕니다. 감가상각하는 금액은 모두 일정합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:139 msgid "" @@ -15148,6 +15375,9 @@ msgid "" "the depreciable value so that it reaches $0 by the end of the specified " "duration." msgstr "" +"**정률법 감가상각**은 감가상각비에 각 항목의 **감가상각 계수**를 곱합니다. 모든 감가상각 항목은 이전 항목보다 금액이 낮아지게 " +"됩니다. 마지막 감가상각 항목은 감가상각 계수를 사용하지 않고 대신 감가상각 잔존가치에 해당하는 금액을 적용하여 지정된 기간이 끝날 때 " +"$0에 도달하도록 합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:144 msgid "" @@ -15156,16 +15386,18 @@ msgid "" "This method ensures a fast depreciation at the beginning, followed by a " "constant one afterward." msgstr "" +"**정률법 후 정액법 감가상각**은 정률법을 적용하는 방법이나 최소 감가상각액은 정액법과 동일합니다. 이 방법을 사용하면 처음에 " +"감가상각이 빠르게 진행되고 이후에는 감가상각이 일정하게 유지됩니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:149 msgid "Assets from the Purchases Journal" -msgstr "" +msgstr "매입 전표에서의 자산" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:151 msgid "" "You can create an asset entry from a specific journal item in your " "**Purchases Journal**." -msgstr "" +msgstr "**매입 전표**의 전표 입력 항목에서 자산 항목을 생성할 수 있습니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:153 msgid "" @@ -15174,25 +15406,29 @@ msgid "" "record as an asset. Make sure that it is posted in the right account (see: " ":ref:`journal-assets-account`)." msgstr "" +"이렇게 하려면, :menuselection:`회계 --> 회계 --> 매입`으로 이동하여 매입 전표을 열고 자산으로 입력할 전표를 " +"선택합니다. 발행된 계정이 올바른지 확인하시기 바랍니다. (:ref:`journal-assets-account`. 참조)." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:157 msgid "" "Then, click on *Action*, select **Create Asset**, and fill out the form the " "same way you would do to :ref:`create a new entry `." msgstr "" +"그런 다음, *활동*을 클릭하여 **자산 생성**을 선택한 다음, :ref:`새로운 항목 생성하기 `와 동일한 방식으로 양식을 작성합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Create Asset Entry from a journal item in Odoo Accounting" -msgstr "" +msgstr "Odoo 회계의 전표 항목에서 자산 항목 생성하기" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:165 msgid "Modification of an Asset" -msgstr "" +msgstr "자산 수정" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:167 msgid "" "You can modify the values of an asset to increase or decrease its value." -msgstr "" +msgstr "자산의 가치를 수정하여 자산 가치를 높이거나 낮출 수 있습니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:169 msgid "" @@ -15200,6 +15436,7 @@ msgid "" "Depreciation*. Then, fill out the form with the new depreciation values and " "click on *Modify*." msgstr "" +"수정하려는 자산을 열고 *감가상각 수정*을 클릭합니다. 그런 다음 새로운 감가상각 가치로 양식을 입력하고 *수정*을 클릭합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:172 msgid "" @@ -15207,6 +15444,8 @@ msgid "" " and modifies all the future *unposted* Journal Entries listed in the " "Depreciation Board." msgstr "" +"**가치 상의 감소**를 **가치 감소**에 대한 새로운 전표로 발행하여 감가상각 현황표에 기재된 앞으로의 *발행되지 않은* 전표 항목을" +" 모두 수정합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:175 msgid "" @@ -15215,30 +15454,32 @@ msgid "" "Increase**. The Gross Increase Asset Entry can be accessed with a Smart " "Button." msgstr "" +"**가치 상의 증가** 항목은 계정 이동과 관련하여 필드를 추가로 입력해야 하며 **가치 증가**로 새로운 자산 항목을 생성합니다. " +"스마트 버튼으로 총 자산 증가항목을 확인할 수 있습니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Gross Increase smart button in Odoo Accounting" -msgstr "" +msgstr "Odoo 회계의 총 증가 스마트 버튼" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:184 msgid "Disposal of Fixed Assets" -msgstr "" +msgstr "고정자산 처분" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:186 msgid "" "To **sell** an asset or **dispose** of it implies that it must be removed " "from the Balance Sheet." -msgstr "" +msgstr "자산을 **매각**하거나 **처분**한다는 것은 반드시 해당 자산을 재무상태표에서 삭제해야 함을 의미합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:188 msgid "" "To do so, open the asset you want to dispose of, click on *Sell or Dispose*," " and fill out the form." -msgstr "" +msgstr "처분하려는 자산을 열고 *매각 또는 처분*을 클릭한 후 양식을 입력하세요." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Disposal of Assets in Odoo Accounting" -msgstr "" +msgstr "Odoo 회계에서의 자산 처분" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:194 msgid "" @@ -15247,22 +15488,25 @@ msgid "" "difference between the asset's book value at the time of the sale and the " "amount it is sold for." msgstr "" +"그러면 Odoo 회계에서는 매각 당시의 자산 장부가액과 매각 금액의 차이를 기준으로 한 매각 손익을 포함하여 자산을 처분하는 데 필요한 " +"전표를 모두 생성합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:199 msgid "" "To record the sale of an asset, you must first post the related Customer " "Invoice so you can link the sale of the asset with it." -msgstr "" +msgstr "자산 매각을 기록하려면 먼저 관련 고객 청구서를 발행하여 자산 매각과와 연결할 수 있도록 해야 합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:203 msgid "Assets Models" -msgstr "" +msgstr "자산 모델" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:205 msgid "" "You can create **Assets Models** to create your Asset entries faster. It is " "particularly useful if you recurrently buy the same kind of assets." msgstr "" +"**자산 모델**을 생성하여 자산 항목을 더 빠르게 생성할 수 있습니다. 동일한 종류의 자산을 반복적으로 매입하는 경우 특히 유용합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:208 msgid "" @@ -15270,6 +15514,8 @@ msgid "" "Assets Models`, click on *Create*, and fill out the form the same way you " "would do to create a new entry." msgstr "" +"모델을 생성하려면, :menuselection:`회계 --> 환경 설정 --> 자산 모델`로 이동하여 *생성*을 클릭하고 새로 항목을 " +"생성할 때와 동일한 방식으로 양식을 작성합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:212 msgid "" @@ -15277,24 +15523,34 @@ msgid "" "from :menuselection:`Accounting --> Accounting --> Assets` and then, by " "clicking on the button *Save Model*." msgstr "" +"모델로 변환시킬 수도 있습니다. :menuselection:`회계 --> 회계 --> 이연 수익`에서 *확정된 자산 항목*을 열고 *모델" +" 저장* 버튼을 클릭하세요." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:217 msgid "Apply an Asset Model to a new entry" -msgstr "" +msgstr "새로운 항목에 자산 모델 적용하기" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:219 msgid "" "When you create a new Asset entry, fill out the **Fixed Asset Account** " "with the right asset account." +msgstr "새로 자산 항목을 생성할 경우, 알맞은 인식 계정을 사용하여 **고정자산 계정**을 입력하세요." + +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." msgstr "" +"전체 모델을 해당 계정에 연결시키는 새로운 버튼이 양식 상단에 표시됩니다. 모델 버튼을 클릭하면 해당 모델에 따라 양식이 작성됩니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" -msgstr "" +msgstr "Odoo 회계의 자산 모델 버튼" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:232 msgid "Automate the Assets" -msgstr "" +msgstr "자산 자동 처리" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:234 msgid "" @@ -15302,10 +15558,16 @@ msgid "" "Assets* or *Fixed Assets*, you can configure it to create assets for the " "expenses that are credited on it automatically." msgstr "" +"계정 유형을 *비유동 자산* 또는 *고정자산*으로 만들거나 수정할 경우, 해당 계정의 대변에 기록되는 비용이 자동으로 자산 생성되도록 " +"설정할 수 있습니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:238 msgid "You have three choices for the **Automate Assets** field:" -msgstr "" +msgstr "**자산 자동 처리** 필드에서 다음 세 가지 항목 중 선택할 수 있습니다:" + +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "기본값은 **아니오:**입니다. 변동 사항이 없습니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" @@ -15313,6 +15575,8 @@ msgid "" "draft *Assets entry* is created, but not validated. You must first fill out " "the form in :menuselection:`Accounting --> Accounting --> Assets`." msgstr "" +"**초안으로 생성:**의 경우, 거래가 계정에 발행될 때마다 *자산 항목*이 초안으로 생성되지만 승인은 되지 않습니다. 먼저 " +":menuselection:`회계 --> 회계 --> 자산`에서 양식을 작성해야 합니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:244 msgid "" @@ -15320,10 +15584,12 @@ msgid "" "Models`_). Whenever a transaction is posted on the account, an *Assets " "entry* is created and immediately validated." msgstr "" +"**생성 및 승인:**에서는 반드시 자산 모델도 선택해야 합니다 (`자산 모델`_ 참조). 계정에 거래가 발행될 때마다 *자산 항목*이 " +"생성되고 즉시 승인됩니다." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Automate Assets on an account in Odoo Accounting" -msgstr "" +msgstr "Odoo 회계에서 자산 자동 처리하기" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:252 msgid "" @@ -15331,255 +15597,203 @@ msgid "" " of a product to fully automate its purchase. (see: :ref:`product-assets-" "account`)." msgstr "" +"예를 들어, 이 계정을 품목의 기본 **비용 계정**으로 선택하여 매입을 완전히 자동화할 수 있습니다 (참조: :ref:`product-" +"assets-account`_)." + +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr ":doc:`../get_started/chart_of_accounts`" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" +msgid "Deferred expenses" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "이연 비용 모델" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 -msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 -msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 msgid "AI-powered document digitization" -msgstr "" +msgstr "AI를 기반으로 문서를 디지털 변환하기" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:5 msgid "" "**Invoice digitization** is the process of converting paper documents into " "vendor bill and customer invoice forms in your accounting." -msgstr "" +msgstr "**디지털 청구서**는 종이로 된 청구서를 회계에서 공급업체 및 고객 청구서 양식으로 자동 인코딩하는 프로세스입니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:8 msgid "" @@ -15588,18 +15802,22 @@ msgid "" "bill and customer invoice forms are automatically created and populated " "based on the scanned invoices." msgstr "" +"Odoo는 :abbr:`OCR(광학 문자 인식)` 및 인공 지능 기술을 통해 문서 내용을 인식합니다. 스캔한 청구서를 기반으로 공급업체 " +"청구서 및 고객 청구서 양식이 자동으로 생성 후 입력됩니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:13 msgid "" "`Test Odoo's invoice digitization `_" -msgstr "" +msgstr "`Odoo 디지털 청구서 테스트 `_" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:14 msgid "" "`Odoo Tutorials: Invoice Digitization with OCR " "`_" msgstr "" +"`Odoo 튜토리얼: OCR을 이용한 디지털 청구서 `_" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:20 msgid "" @@ -15609,6 +15827,9 @@ msgid "" "includes customer credit notes) should be processed automatically or on " "demand." msgstr "" +":menuselection:`회계 --> 환경 설정 --> 설정 --> 디지털 변환`에서 :guilabel:`문서 디지털 변환` 확인란을" +" 선택하고 :guilabel:`공급업체 청구서` 및 :guilabel:`고객 청구서`(고객 대변전표 포함)를 자동으로 처리할지 또는 요청" +" 시 처리할지 선택합니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:25 msgid "" @@ -15616,14 +15837,16 @@ msgid "" "line is created per tax in the new bill, regardless of the number of lines " "on the invoice." msgstr "" +":guilabel:`세금당 단일 청구서 라인` 옵션을 활성화하면 인보이스의 라인 수에 관계없이 새로운 청구서에는 세금당 라인이 한 줄만 " +"생성됩니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:29 msgid "Invoice upload" -msgstr "" +msgstr "청구서 업로드" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:32 msgid "Upload invoices manually" -msgstr "" +msgstr "청구서 직접 업로드하기" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:34 msgid "" @@ -15633,10 +15856,13 @@ msgid "" ":menuselection:`Accounting --> Vendors --> Bills` and select " ":guilabel:`Upload`." msgstr "" +":guilabel:`회계 현황판`에서 공급업체 청구서 전표에 있는 :guilabel:`업로드` 버튼을 클릭합니다. 또는 " +":menuselection:`회계 --> 고객 --> 청구서` 또는 :menuselection:`회계 --> 공급업체 --> 공급업체 " +"청구서`로 이동하여 :guilabel:`업로드`를 선택합니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:42 msgid "Upload invoices using an email alias" -msgstr "" +msgstr "이메일 별칭을 사용하여 청구서 업로드하기" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:44 msgid "" @@ -15644,6 +15870,8 @@ msgid "" "email alias. Emails sent to these aliases are converted into new draft " "customer invoices or vendor bills." msgstr "" +"연결되어 있는 스캐너에서 스캔 문서를 이메일 별칭으로 보내도록 설정할 수 있습니다. 이와 같이 별칭으로 전송된 이메일은 고객 청구서이나 " +"공급업체 청구서 신규 초안으로 변환됩니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:47 msgid "" @@ -15652,6 +15880,9 @@ msgid "" "enable :guilabel:`Custom Email Servers`, add an :guilabel:`Alias Domain`, " "and :guilabel:`Save`." msgstr "" +"전표에 있는 이메일 별칭을 수정할 수 있습니다. 수정하려면 앱 :guilabel:`설정`으로 이동합니다. guilabel:`일반 설정: " +"메일 및 채팅`에서 :guilabel:`사용자 지정 이메일 서버`를 활성화하고, :guilabel:`별칭 도메인`을 추가한 다음, " +":guilabel:`저장`을 클릭합니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:51 msgid "" @@ -15659,6 +15890,8 @@ msgid "" " the journal. Emails sent to this address will be converted automatically " "into new invoices or bills." msgstr "" +"이제 전표의 :guilabel:`고급 설정` 탭에서 이메일 별칭을 사용할 수 있습니다. 이 주소로 전송되는 이메일은 새로운 청구서나 업체" +" 청구서로 자동 변환됩니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:55 msgid "" @@ -15666,6 +15899,8 @@ msgid "" " send your scanned invoices to the :guilabel:`Finance` workspace (e.g., " "`inbox-financial@example.odoo.com`)." msgstr "" +":doc:`문서 <../../documents>` 앱을 사용하는 경우, 스캔한 청구서를 :guilabel:`재무` 작업 공간 (예: " +"`inbox-financial@example.odoo.com`)으로 자동 전송할 수 있습니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:58 msgid "" @@ -15675,6 +15910,9 @@ msgid "" "respectively. Emails sent to these addresses are converted automatically " "into new invoices or bills." msgstr "" +"기본 이메일 별칭인 `vendor-bills@` 및 `customer-invoices@` 뒤에 사용자가 설정한 :guilabel:`별칭 " +"도메인`이 :guilabel:`공급업체 청구서` 및 :guilabel:`고객 청구서` 전표에 각각 자동 생성됩니다. 이 주소로 전송되는 " +"이메일은 새로운 청구서나 업체 청구서로 자동 변환됩니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:63 msgid "" @@ -15683,16 +15921,18 @@ msgid "" "edit, click on the :guilabel:`Advanced Settings` tab, and edit the `Email " "Alias`." msgstr "" +"기본 이메일 별칭을 변경하려면 :menuselection:`회계 --> 환경 설정 --> 회계: 전표`로 이동합니다. 편집하려는 전표를 " +"선택 후 :guilabel:`고급 설정` 탭을 클릭한 다음 `이메일 별칭`을 수정합니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:68 msgid "Invoice digitization" -msgstr "" +msgstr "청구서 디지털 변환하기" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:70 msgid "" "According to your settings, the document is either processed automatically, " "or you need to click on :guilabel:`Send for digitization` to do it manually." -msgstr "" +msgstr "설정에 따라 문서가 자동으로 처리되거나 :guilabel:`전송하여 디지털 변환하기`를 클릭하여 직접 처리해야 합니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:73 msgid "" @@ -15700,10 +15940,12 @@ msgid "" "clicking on the respective tags (available in :guilabel:`Edit` mode) and " "selecting the proper information instead." msgstr "" +"PDF에서 데이터를 추출한 후, 필요한 경우 태그 (:guilabel:`편집' 모드에서 사용 가능)를 클릭하고 알맞은 정보를 선택하여 " +"수정할 수 있습니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:77 msgid "Data recognition with AI" -msgstr "" +msgstr "AI를 활용한 데이터 인식" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:79 msgid "" @@ -15712,6 +15954,8 @@ msgid "" ":guilabel:`Confirm`. In this manner, the AI learns, and the system " "identifies the correct data for future digitizations." msgstr "" +"디지털 변환 과정에서는 업로드 정보를 검토하고 (필요한 경우) 수정하는 것이 필수입니다. 그 다음 :guilabel:`확인`을 클릭하여 " +"문서를 발행해야 합니다. 이러한 방식으로 AI가 학습하고 시스템에서 올바른 데이터를 식별하여 향후 디지털로 변환할 수 있습니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:86 msgid "" @@ -15719,6 +15963,7 @@ msgid "" "requires prepaid credits to work. Digitizing one document consumes one " "credit." msgstr "" +"**디지털 청구서**는 선불 크레딧이 있어야 하는 인앱 구매(IAP) 서비스입니다. 문서 디지털 변환 건당 1 크레딧이 소요됩니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:89 msgid "" @@ -15727,10 +15972,13 @@ msgid "" ":menuselection:`Settings --> Odoo IAP` and click on :guilabel:`View My " "Services`." msgstr "" +"크레딧을 구매하려면, :menuselection:`회계 --> 환경 설정 --> 설정 --> 디지털 변환`으로 이동하여 " +":guilabel:`크레딧 구매`를 클릭하거나, :menuselection:`설정 --> Odoo IAP`로 이동하여 " +":guilabel:`내 서비스 보기`를 클릭합니다." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:98 msgid "`Our Privacy Policy `_" -msgstr "" +msgstr "`개인정보 처리방침 `_" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:99 msgid ":doc:`/applications/general/in_app_purchase`" @@ -15743,23 +15991,25 @@ msgstr "문서" #: ../../content/applications/finance/documents.rst:5 msgid "" "**Odoo Documents** allows you to store, view, and manage files within Odoo." -msgstr "" +msgstr "**Odoo 문서**로 Odoo 내에서 파일을 저장, 열람, 관리할 수 있습니다." #: ../../content/applications/finance/documents.rst:7 msgid "" "You can upload any file (max 64MB per file on Odoo Online) and organize them" " in various workspaces." -msgstr "" +msgstr "파일을 업로드하고 (Odoo 온라인에서 파일당 최대 64MB) 다양한 작업 공간에서 정리할 수 있습니다." #: ../../content/applications/finance/documents.rst:10 msgid "`Odoo Documents: product page `_" -msgstr "" +msgstr "`Odoo 문서: 품목 페이지 `_" #: ../../content/applications/finance/documents.rst:11 msgid "" "`Odoo Tutorials: Documents basics [video] " "`_" msgstr "" +"`Odoo 튜토리얼: 문서 기본 사항 [동영상] `_" #: ../../content/applications/finance/documents.rst:13 msgid "" @@ -15767,6 +16017,8 @@ msgid "" "`_" msgstr "" +"`Odoo 튜토리얼: 회계 앱에서 문서 사용하기 [동영상] `_" #: ../../content/applications/finance/documents.rst:18 msgid "" @@ -15778,12 +16030,18 @@ msgid "" ". You can change the default workspace using the dropdown menu and edit its " "properties by clicking the internal link button (:guilabel:`➔`)." msgstr "" +":menuselection:`문서 --> 환경 설정 --> 설정`으로 이동하여, 특정한 활동 영역과 관련된 첨부 파일을 중앙에서 관리하는" +" 기능을 활성화할 수 있습니다. 예를 들어, :guilabel:`인적 자원`을 선택하면 HR 문서는 HR 작업 영역에서 자동으로 사용할 " +"수 있고, 급여 관련 문서는 급여 하위 작업 영역에서 자동으로 사용할 수 있습니다. 드롭다운 메뉴를 사용하여 기본 작업 공간을 변경하고 " +"내부 링크 버튼 (:guilabel:`➔`)을 클릭하여 해당 속성을 편집할 수 있습니다." #: ../../content/applications/finance/documents.rst-1 msgid "" "Enable the centralization of files attached to a specific area of your " "activity." msgstr "" +"Enable the centralization of files attached to a specific area of your " +"activity. " #: ../../content/applications/finance/documents.rst:29 msgid "" @@ -15791,20 +16049,22 @@ msgid "" "is necessary to click on :guilabel:`Journals` and define each journal " "independently to allow automatic synchronization." msgstr "" +"회계 파일 및 문서의 중앙 집중화 기능을 활성화하는 경우, 자동으로 동기화되도록 하려면 :guilabel:`전표`를 클릭하고 각각의 " +"전표를 개별적으로 정의해야 합니다." #: ../../content/applications/finance/documents.rst:0 msgid "Enable the centralization of files attached to your accounting." -msgstr "" +msgstr "회계 첨부 파일에 대한 중앙 집중화 기능을 사용하도록 설정합니다." #: ../../content/applications/finance/documents.rst:36 msgid "" "If you select a new workspace, existing documents aren't moved. Only newly " "created documents will be found under the new workspace." -msgstr "" +msgstr "새로운 작업 공간을 선택할 경우, 기존 문서는 이동되지 않습니다. 새로 만든 문서만 새 작업 공간에서 확인할 수 있습니다." #: ../../content/applications/finance/documents.rst:40 msgid "Workspaces" -msgstr "저장공간" +msgstr "작업 공간" #: ../../content/applications/finance/documents.rst:42 msgid "" @@ -15814,20 +16074,24 @@ msgid "" "Configuration --> Workspaces` and clicking :guilabel:`New`. On the new page," " fill in the following information:" msgstr "" +"작업 공간은 자체 태그 세트와 :ref:`활동 `이 있는 계층 구조의 폴더입니다. 기본" +" 작업 공간이 있으나, :menuselection:`문서 --> 구성 --> 작업 공간`으로 이동한 후 :guilabel:`새로 " +"만들기`를 클릭하여 직접 만들 수 있습니다. 새 페이지에서 다음 정보를 입력합니다:" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" -msgstr "" +msgstr ":guilabel:`이름`" #: ../../content/applications/finance/documents.rst:48 msgid "" ":guilabel:`Parent Workspace`: if you want to create a sub-workspace, select " "its :guilabel:`Parent Workspace`" msgstr "" +":guilabel:`상위 작업 공간`: 하위 작업 공간을 생성하려면, 해당하는 :guilabel:`상위 작업 공간`을 선택합니다." #: ../../content/applications/finance/documents.rst:54 msgid "" @@ -15835,29 +16099,33 @@ msgid "" "documents. They are organized per category, and filters can be used to sort " "them." msgstr "" +"태그는 작업 공간 내에서 문서 간의 차별화 수준을 추가하기 위해서 사용합니다. 카테고리별로 구성되어 있으며 필터를 이용하여 정렬할 수 " +"있습니다." #: ../../content/applications/finance/documents.rst:57 msgid "" "Tags can be created from the :guilabel:`Tags` tab. Click :guilabel:`Add a " "line`, create the :guilabel:`Tag Category`, and :guilabel:`Name` your tags." msgstr "" +"태그는 :guilabel:`태그` 탭에서 생성할 수 있습니다. guilabel:`줄 추가`를 클릭하고 :guilabel:`태그 " +"카테고리`를 생성한 후 :guilabel:`태그 이름`을 입력합니다." #: ../../content/applications/finance/documents.rst:61 msgid "" "The tags of a parent workspace apply to the child workspaces automatically;" -msgstr "" +msgstr "상위 작업 공간의 태그는 하위 작업 공간으로 자동 적용됩니다;" #: ../../content/applications/finance/documents.rst:62 msgid "" "Tags can be created and modified by going to :menuselection:`Configuration " "--> Tags`;" -msgstr "" +msgstr ":menuselection:`환경 설정 --> 태그`로 이동하여 태그를 생성 및 수정할 수 있습니다;" #: ../../content/applications/finance/documents.rst:63 msgid "" "Tags can also be created or edited by clicking the gear icon :guilabel:`⚙` " "on the left menu." -msgstr "" +msgstr "왼쪽 메뉴에 있는 톱니바퀴 아이콘 :guilabel:`⚙`을 클릭하면 태그를 만들거나 수정할 수도 있습니다." #: ../../content/applications/finance/documents.rst:66 msgid "Access rights" @@ -15871,9 +16139,15 @@ msgid "" "that can view, create, and edit the workspace's documents. You can also add " ":guilabel:`Read Groups` that can only view the workspace's documents." msgstr "" +"작업 공간에 대한 접근 권한을 관리하려면 :menuselection:`문서 --> 환경 설정 --> 작업 공간`으로 이동하여 편집하려는 " +"작업 공간을 열고 :guilabel:`접근 권한` 탭으로 이동합니다. 작업 공간에 있는 문서를 확인하고 생성 및 편집할 수 있는 " +":guilabel:`쓰기 그룹`을 추가할 수 있습니다. 작업 공간 문서를 보기만 할 수 있는 :guilabel:`읽기 그룹`을 추가할 " +"수도 있습니다." #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -15901,20 +16175,22 @@ msgid "" ":menuselection:`Documents --> Configuration --> Workspaces`, opening the " "workspace you want to describe and going to the :guilabel:`Description` tab." msgstr "" +":menuselection:`문서 --> 환경 설정 --> 작업 공간`으로 이동하여 설명하려는 작업 공간을 열고 " +":guilabel:`설명` 탭으로 이동하면 작업 공간에 설명 정보를 추가할 수 있습니다." #: ../../content/applications/finance/documents.rst:81 msgid "" "Workspaces can also be created and edited by clicking the gear icon " ":guilabel:`⚙` on the left menu." -msgstr "" +msgstr "왼쪽 메뉴에 있는 톱니바퀴 아이콘 :guilabel:`⚙`을 클릭하면 작업 공간을 만들거나 편집할 수도 있습니다." #: ../../content/applications/finance/documents.rst:0 msgid "Create sub-workspaces from the left menu" -msgstr "" +msgstr "왼쪽 메뉴에 있는 톱니바퀴 아이콘 :guilabel:`⚙`을 클릭하면 작업 공간을 만들거나 편집할 수도 있습니다." #: ../../content/applications/finance/documents.rst:88 msgid "Documents management" -msgstr "" +msgstr "문서 관리" #: ../../content/applications/finance/documents.rst:90 msgid "" @@ -15924,10 +16200,13 @@ msgid "" ":guilabel:`Lock` or :guilabel:`Split`. It is also possible to " ":guilabel:`Open chatter` or :guilabel:`Archive` the document." msgstr "" +"문서를 선택하거나 열면, 오른쪽 패널에 다양한 옵션이 표시됩니다. 상단에 있는 추가 옵션을 사용할 수 있습니다: " +":guilabel:`다운로드`, :guilabel:`공유`, :guilabel:`바꾸기`, :guilabel:`잠금` 또는 " +":guilabel:`분할`. 문서를 :guilabel:`대화 열기` 또는 :guilabel:`보관`할 수도 있습니다." #: ../../content/applications/finance/documents.rst-1 msgid "right panel options" -msgstr "" +msgstr "오른쪽 패널 옵션" #: ../../content/applications/finance/documents.rst:99 msgid "" @@ -15937,6 +16216,9 @@ msgid "" "possible to access the related :guilabel:`Journal Entry` or add " ":guilabel:`Tags`." msgstr "" +"그런 다음, :guilabel:`문서`를 클릭하면 파일명을 수정할 수 있습니다. :guilabel:`연락처`나 " +":guilabel:`소유자`를 지정할 수 있습니다. 관련 :guilabel:`작업 공간`을 수정할 수 있으며, 관련 " +":guilabel:`전표 항목`에 액세스하거나 :guilabel:`태그`를 추가할 수 있습니다." #: ../../content/applications/finance/documents.rst:105 msgid "" @@ -15944,6 +16226,8 @@ msgid "" "to it. He can only view the document and not modify it. I.e.: an existing " "supplier in your database is the contact for their bill." msgstr "" +":guilabel:`연락처`는 문서와 관련하여 할당된 사람입니다. 이 사람은 문서를 보기만 할 수만 있고 수정할 수는 없습니다. 즉, " +"데이터베이스에 있는 기존 공급업체가 청구서에서의 연락처입니다." #: ../../content/applications/finance/documents.rst:108 msgid "" @@ -15952,6 +16236,8 @@ msgid "" "document. I.e., an employee must be owner of a document to be able to see it" " in \"My Profile\"." msgstr "" +"문서를 생성하는 사람은 기본 :guilabel:`소유자`가 되며 문서에 대한 모든 권한을 갖습니다. 문서의 소유자는 교체할 수 있습니다." +" 즉, 직원이 '내 프로필'에서 문서를 보려면 반드시 해당 문서의 소유자여야 합니다." #: ../../content/applications/finance/documents.rst:112 msgid "" @@ -15959,16 +16245,18 @@ msgid "" "bottom of the right panel, depending on the workspace where your document is" " stored." msgstr "" +"문서가 저장된 작업 공간에 따라 오른쪽 패널 하단에서 다른 :ref:`활동 `을 진행할" +" 수 있습니다." #: ../../content/applications/finance/documents.rst:116 msgid "Split PDF documents" -msgstr "" +msgstr "PDF 문서 분할하기" #: ../../content/applications/finance/documents.rst:118 msgid "" "Select the PDF you want to split, and click the scissors icon. A new view " "displays all the pages of the document." -msgstr "" +msgstr "분할하려는 PDF를 선택하고 가위 아이콘을 클릭합니다. 새로운 문서 화면에 전체 페이지가 표시됩니다." #: ../../content/applications/finance/documents.rst:121 msgid "" @@ -15976,10 +16264,12 @@ msgid "" ":guilabel:`Split`. To remove a split between two pages, click on the " "scissors icon." msgstr "" +"기본적으로 :guilabel:`분할`을 클릭하면 문서의 각 페이지가 분할됩니다. 두 페이지 간에 분할된 항목을 제거하려면 가위 아이콘을 " +"클릭하세요." #: ../../content/applications/finance/documents.rst-1 msgid "split your documents" -msgstr "" +msgstr "문서 분할하기" #: ../../content/applications/finance/documents.rst:128 msgid "" @@ -15987,6 +16277,8 @@ msgid "" "icon. Click on the scissors between the two documents and click " ":guilabel:`Split` to merge the documents." msgstr "" +"현황판에서 문서를 병합하려면, 문서를 선택하고 가위 아이콘을 클릭합니다. 두 문서 사이에 있는 가위를 클릭하고 " +":guilabel:`분할`로 문서를 병합합니다." #: ../../content/applications/finance/documents.rst:132 #: ../../content/applications/finance/payment_providers.rst:175 @@ -15997,7 +16289,7 @@ msgstr "추가 기능" msgid "" "Select a workspace and click the arrow next to the :guilabel:`Upload` button" " to access additional features:" -msgstr "" +msgstr "추가 기능에 액세스하려면, 작업 공간을 선택한 후 :guilabel:`업로드` 버튼 옆에 있는 화살표를 클릭합니다." #: ../../content/applications/finance/documents.rst:138 msgid "Request" @@ -16007,7 +16299,7 @@ msgstr "요청" msgid "" "You can create \"missing documents\" and organize them as documents, to " "remind users to download them." -msgstr "" +msgstr "\"누락된 문서' 항목을 생성하고 이를 문서로 정리하여 사용자에게 다운로드하도록 알릴 수 있습니다." #: ../../content/applications/finance/documents.rst:142 msgid "" @@ -16020,16 +16312,21 @@ msgid "" ":guilabel:`Request`. A placeholder for the missing document is created in " "the workspace." msgstr "" +"파일을 저장할 작업 공간을 선택하고 :guilabel:`업로드`를 클릭한 다음, :guilabel:`요청`을 클릭합니다. " +":guilabel:`문서 이름`을 추가하고, :guilabel:`요청 대상` 필드에서 대상자를 선택한 다음, :guilabel:`기한`을" +" 입력하고, 문서가 속할 :guilabel:`작업 공간`을 확인하여, 필요한 경우 :guilabel:`태그`와 " +":guilabel:`메모`를 추가합니다. 그런 다음 :guilabel:`요청`을 클릭합니다. 누락된 문서의 자리 표지자가 작업 공간에 " +"생성됩니다." #: ../../content/applications/finance/documents.rst:149 msgid "When your document is available, click the placeholder to upload it." -msgstr "" +msgstr "문서가 준비되면, 자리 표지자를 클릭하여 업로드합니다." #: ../../content/applications/finance/documents.rst:151 msgid "" "You can see all missing documents by going to the **Activity** view and to " "the :guilabel:`Requested Document` column." -msgstr "" +msgstr "**활동** 화면에서 :guilabel:`요청된 문서` 열로 이동하면 누락 문서를 모두 볼 수 있습니다." #: ../../content/applications/finance/documents.rst:155 msgid "" @@ -16037,6 +16334,8 @@ msgid "" "users from whom you are expecting a document. Go to the :guilabel:`Requested" " Document` column, click on ⋮ and :guilabel:`Document Request: Reminder`." msgstr "" +":guilabel:`활동` 화면에서 **미리 알림 이메일**을 문서를 사용하려고 대기 중인 사용자에게 보낼 수 있습니다. " +":guilabel:`요청된 문서` 열로 이동하여 ⋮를 클릭하고 :guilabel:`문서 요청: 미리 알림`을 클릭합니다." #: ../../content/applications/finance/documents.rst:159 msgid "" @@ -16044,10 +16343,12 @@ msgid "" "by clicking on the pen icon, :guilabel:`Preview` the content of the reminder" " email, or :guilabel:`Send Now` to send a reminder email." msgstr "" +"특정 요청 항목의 세부 정보를 보려면 날짜를 클릭합니다. 펜 아이콘을 클릭하여 내용을 업데이트하거나, :guilabel:`미리 보기`를 " +"클릭하여 미리 알림 이메일의 내용을 확인하거나, :guilabel:`지금 보내기`를 클릭하여 미리 알림 이메일을 보낼 수 있습니다." #: ../../content/applications/finance/documents.rst:0 msgid "send a reminder email from the Activity view" -msgstr "" +msgstr "활동 화면에서 미리 알림 이메일 보내기" #: ../../content/applications/finance/documents.rst:167 msgid "Add a link" @@ -16058,6 +16359,8 @@ msgid "" "To add a link to your documents dashboard, click on :guilabel:`Add a Link`, " "enter the :guilabel:`URL`, and :guilabel:`Name` it." msgstr "" +"문서 현황판에 링크를 추가하려면 :guilabel:`링크 추가`를 클릭하고 :guilabel:`URL`을 입력한 후 " +":guilabel:`이름`을 지정합니다." #: ../../content/applications/finance/documents.rst:173 msgid "Share" @@ -16068,6 +16371,8 @@ msgid "" "You can create a share link to a document or all documents of a workspace. " "It allows anyone to download the file(s) or upload files to a workspace." msgstr "" +"작업 공간에 있는 특정 문서나 전체 문서에 대해 공유 링크를 생성할 수 있습니다. 링크를 통해 누구나 파일을 다운로드하거나 작업 공간에 " +"파일을 업로드할 수 있습니다." #: ../../content/applications/finance/documents.rst:178 msgid "" @@ -16080,12 +16385,17 @@ msgid "" "let users upload their own documents, select :guilabel:`Download and " "Upload`." msgstr "" +"이렇게 하려면, 작업 공간이나 문서를 선택하고 :guilabel:`업로드` 버튼 옆에 있는 화살표를 클릭한 다음 " +":guilabel:`공유`를 클릭합니다. 팝업창으로 공유 :guilabel:`URL`이 표시됩니다. 다른 사람에게 링크를 공유하려면 " +":guilabel:`복사`하고, 공유 링크의 이름을 지정하고 :guilabel:`유효기간` 필드를 입력하여 URL의 유효 기간을 " +"설정합니다. 작업 공간에 있는 하위 폴더도 공유하려면 :guilabel:`하위 폴더 포함` 확인란에 표시합니다. 사용자가 직접 문서를 " +"업로드하는 것을 허용하려면 :guilabel:`다운로드 및 업로드`를 선택합니다." #: ../../content/applications/finance/documents.rst:186 msgid "" "It is possible to only share one or more documents (without their workspace)" " by selecting them and clicking :guilabel:`Share`." -msgstr "" +msgstr "문서를 선택하고 :guilabel:`공유`를 클릭하면 문서를 (해당 작업 영역 없이) 하나 이상 공유할 수 있습니다." #: ../../content/applications/finance/documents.rst:190 msgid "New spreadsheet" @@ -16097,10 +16407,12 @@ msgid "" "Spreadsheet`. You can select a :guilabel:`Blank spreadsheet` or an " ":doc:`existing template `." msgstr "" +"새로 :doc:`스프레드시트 `를 생성하려면 :guilabel:`새 스프레드시트`를 클릭합니다. " +":guilabel:빈 스프레드시트` 또는 :doc:`기존 서식 `을 선택할 수 있습니다." #: ../../content/applications/finance/documents.rst:198 msgid "Workflow actions" -msgstr "" +msgstr "작업 흐름 활동" #: ../../content/applications/finance/documents.rst:200 msgid "" @@ -16109,32 +16421,36 @@ msgid "" "workspace. With a single click you can, for example, create, move, sign, and" " add tags to a document, and process bills." msgstr "" +"작업 흐름 활동으로 문서 및 비즈니스 운영에 대한 전반을 관리할 수 있습니다. 각각의 작업 공간에 맞추어 생성 및 커스터마이징할 수 있는" +" 자동화된 작업입니다. 예를 들어, 클릭 한 번이면 문서 생성, 이동 및 서명과 태그 추가, 청구서 처리까지 할 수 있습니다." #: ../../content/applications/finance/documents.rst:204 msgid "" "These workflow actions appear on the right panel when a document meets the " "set criteria." -msgstr "" +msgstr "문서가 설정 기준을 충족하는 경우 이러한 작업 흐름 활동이 오른쪽 패널에 나타납니다." #: ../../content/applications/finance/documents.rst:207 msgid "Create workflow actions" -msgstr "" +msgstr "작업 흐름 활동 생성하기" #: ../../content/applications/finance/documents.rst:209 msgid "" "To create workflow actions, go to :menuselection:`Documents --> " "Configuration --> Actions` and click :guilabel:`New`." msgstr "" +"작업 흐름 활동을 생성하려면 :menuselection:`문서 --> 환경 설정 --> 활동`으로 이동하여 :guilabel:`새로 " +"만들기`를 클릭합니다." #: ../../content/applications/finance/documents.rst:213 msgid "" "An action applies to all **sub-workspaces** under the :guilabel:`Related " "Workspace` you selected." -msgstr "" +msgstr "해당 활동은 선택한 :guilabel:`관련 작업 공간` 아래에 있는 모든 **하위 작업 공간**에 적용됩니다." #: ../../content/applications/finance/documents.rst:216 msgid "Set the conditions" -msgstr "" +msgstr "조건 설정하기" #: ../../content/applications/finance/documents.rst:218 msgid "" @@ -16143,10 +16459,13 @@ msgid "" " trigger the appearance of the action button (:guilabel:`▶`) on the right-" "side panel when selecting a file." msgstr "" +"새로운 :guilabel:`활동`을 :guilabel:`신규 생성`하거나 기존 작업을 편집할 수 있습니다. 파일을 선택하면 오른쪽 패널에" +" 작업 버튼 (:guilabel:`▶`)을 표시하는 조건을 설정하려면, :guilabel:`작업명`을 지정한 다음 조건을 설정할 수 " +"있습니다." #: ../../content/applications/finance/documents.rst:222 msgid "There are three basic types of conditions you can set:" -msgstr "" +msgstr "설정할 수 있는 세 가지 기본 조건의 유형은 다음과 같습니다." #: ../../content/applications/finance/documents.rst:224 msgid "" @@ -16154,36 +16473,38 @@ msgid "" "not contain` conditions, meaning the files *must have* or *mustn't have* the" " tags set here." msgstr "" +":guilabel:`태그`: :guilabel:`포함` 및 :guilabel:`포함하지 않음`을 조건으로 사용할 수 있습니다. 즉, " +"여기에 설정된 태그가 파일에 *반드시 있어야 함* 또는 *절대 있으면 안됨*이라는 의미입니다." #: ../../content/applications/finance/documents.rst:227 msgid "" ":guilabel:`Contact`: the files must be associated with the contact set here." -msgstr "" +msgstr ":guilabel:`연락처`: 여기에 설정된 연락처와 파일이 연결되어 있어야 합니다." #: ../../content/applications/finance/documents.rst:229 msgid "" ":guilabel:`Owner`: the files must be associated with the owner set here." -msgstr "" +msgstr ":guilabel:`소유자`: 여기에 설정된 소유자와 파일이 연결되어 있어야 합니다." #: ../../content/applications/finance/documents.rst-1 msgid "Example of a workflow action's basic condition in Odoo Documents" -msgstr "" +msgstr "Odoo 문서에서 작업 흐름 활동의 기본 조건 예시" #: ../../content/applications/finance/documents.rst:235 msgid "" "If you don't set any conditions, the action button appears for all files " "inside the selected workspace." -msgstr "" +msgstr "조건을 설정하지 않으면 선택한 작업 공간 내에 있는 전체 파일에 대하여 작업 버튼이 나타납니다." #: ../../content/applications/finance/documents.rst:239 msgid "Advanced condition type: domain" -msgstr "" +msgstr "고급 조건 유형: 도메인" #: ../../content/applications/finance/documents.rst:242 msgid "" "It is recommended to have some knowledge of Odoo development to configure " "*Domain* filters properly." -msgstr "" +msgstr "*도메인* 필터를 올바르게 설정하기 위해서는 Odoo 개발에 대하여 어느 정도의 지식이 있는 것이 좋습니다." #: ../../content/applications/finance/documents.rst:245 msgid "" @@ -16192,6 +16513,9 @@ msgid "" "done, select the :guilabel:`Domain` condition type and click :guilabel:`Add " "condition`." msgstr "" +":guilabel:`활동` 탭에 있눈 :guilabel:`도메인` 조건에 액세스하려면 :ref:`개발자 모드 `를 활성화해야 합니다. 활성화 후 :guilabel:`도메인` 조건 유형을 선택하고 :guilabel:`조건 추가`를 " +"클릭합니다." #: ../../content/applications/finance/documents.rst:249 msgid "" @@ -16201,10 +16525,13 @@ msgid "" ":guilabel:`field` to *Mime Type*, the :guilabel:`operator` to *contains*, " "and the pdf :guilabel:`value`." msgstr "" +"일반적으로 규칙을 생성하려면 :guilabel:`필드`, :guilabel:`운영자` 및 :guilabel:`값`을 선택합니다. 예를 " +"들어, 작업 공간 내의 모든 PDF 파일에 작업 흐름 활동을 추가하려면 :guilabel:`필드`를 *마임 형식*으로, " +":guilabel:`운영자`를 *포함함*으로, pdf :guilabel:`값`을 설정합니다." #: ../../content/applications/finance/documents.rst-1 msgid "Example of a workflow action's domain condition in Odoo Documents" -msgstr "" +msgstr "Odoo 문서의 작업 흐름 활동에서의 도메인 조건 예시" #: ../../content/applications/finance/documents.rst:257 msgid "" @@ -16213,113 +16540,116 @@ msgid "" "match :guilabel:`all` or :guilabel:`any` conditions. You can also edit the " "rule directly using the :guilabel:`Code editor`." msgstr "" +"조건 및 하위 조건을 추가하려면 :guilabel:`새 규칙 추가` (더하기 아이콘) 및 :guilabel:`브랜치 추가`를 클릭합니다." +" 그런 다음 규칙이 :guilabel:`전체` 또는 :guilabel:`일부` 조건과 일치해야 하는지 여부를 지정할 수 있습니다. 또한 " +":guilabel:`코드 편집기`로 규칙을 직접 편집할 수도 있습니다." #: ../../content/applications/finance/documents.rst:262 msgid "Configure the actions" -msgstr "" +msgstr "활동 설정" #: ../../content/applications/finance/documents.rst:264 msgid "" "Select the :guilabel:`Actions` tab to set up your action. You can " "simultaneously:" -msgstr "" +msgstr "활동을 설정하려면 :guilabel:`활동` 탭을 선택합니다. 다음 내용을 동시에 설정할 수 있습니다:" #: ../../content/applications/finance/documents.rst:266 msgid "" "**Set Contact**: add a contact to the file, or replace an existing contact " "with a new one." -msgstr "" +msgstr "**연락처 설정**: 파일에 연락처를 추가하거나 기존 연락처를 새로운 연락처로 교체합니다." #: ../../content/applications/finance/documents.rst:267 msgid "" "**Set Owner**: add an owner to the file, or replace an existing owner with a" " new one." -msgstr "" +msgstr "**소유자 설정**: 파일에 소유자를 추가하거나 기존 소유자를 새로운 소유자로 교체합니다." #: ../../content/applications/finance/documents.rst:268 msgid "**Move to Workspace**: move the file to any workspace." -msgstr "" +msgstr "**작업 공간으로 이동**: 파일을 작업 공간으로 이동합니다." #: ../../content/applications/finance/documents.rst:269 msgid "" "**Create**: create one of the following items attached to the file in your " "database:" -msgstr "" +msgstr "**만들기**: 데이터베이스에서 파일에 첨부된 다음의 항목 중 하나를 생성합니다:" #: ../../content/applications/finance/documents.rst:271 msgid "" "**Link to record**: link the document to a record (i.e. link to a vehicle in" " Fleet);" -msgstr "" +msgstr "**레코드에 연결**: 문서를 레코드에 연결합니다 (예: 차량 관리 앱에 있는 차량에 연결);" #: ../../content/applications/finance/documents.rst:272 msgid "**Product template**: create a product you can edit directly;" -msgstr "" +msgstr "**품목 서식**: 직접 편집할 수 있는 품목을 생성합니다;" #: ../../content/applications/finance/documents.rst:273 msgid "**Task**: create a Project task you can edit directly;" -msgstr "" +msgstr "**작업**: 직접 편집할 수 있는 프로젝트 작업을 생성합니다;" #: ../../content/applications/finance/documents.rst:274 msgid "**Signature PDF template**: create a new Sign template to send out;" -msgstr "" +msgstr "**서명 PDF 서식**: 새로운 서명 서식을 만들어 발송합니다;" #: ../../content/applications/finance/documents.rst:275 msgid "**PDF to sign**: create a PDF to sign;" -msgstr "" +msgstr "**서명용 PDF**: 서명용 PDF를 생성합니다;" #: ../../content/applications/finance/documents.rst:276 msgid "**Applicant**: create a new HR application you can edit directly;" -msgstr "" +msgstr "**지원자**: 직접 편집할 수 있는 새로운 HR 지원서를 생성합니다." #: ../../content/applications/finance/documents.rst:277 msgid "" "**Vendor bill**: create a vendor bill using OCR and AI to scrape information" " from the file content;" -msgstr "" +msgstr "**공급업체 청구서**: OCR 및 AI로 파일 콘텐츠에서 정보를 스크랩하여 공급업체 청구서를 생성합니다;" #: ../../content/applications/finance/documents.rst:279 msgid "" "**Customer invoice**: create a customer invoice using OCR and AI to scrape " "information from the file;" -msgstr "" +msgstr "**고객 청구서**: OCR 및 AI로 파일에서 정보를 스크랩하여 고객 청구서를 생성합니다;" #: ../../content/applications/finance/documents.rst:281 msgid "" "**Vendor credit note**: create a vendor credit note using OCR and AI to " "scrape information from the file;" -msgstr "" +msgstr "**공급업체 대변전표**: OCR 및 AI로 파일에서 정보를 스크랩하여 공급업체 대변전표를 생성합니다;" #: ../../content/applications/finance/documents.rst:283 msgid "" "**Credit note**: create a customer credit note using OCR and AI to scrape " "information from the file;" -msgstr "" +msgstr "**대변전표**: OCR 및 AI로 파일에서 정보를 스크랩하여 고객 대변전표를 생성합니다;" #: ../../content/applications/finance/documents.rst:285 msgid "" "**Miscellaneous Operations**: create a record in :guilabel:`Miscellaneous " "Operations` in Accounting;" -msgstr "" +msgstr "**기타 작업**: 회계 앱의 :guilabel:`기타 작업`에 레코드를 생성합니다;" #: ../../content/applications/finance/documents.rst:287 msgid "**Bank Statement**: create a Bank Statement in Finance;" -msgstr "" +msgstr "**은행 명세서**: 재무 항목에 은행 명세서를 생성합니다;" #: ../../content/applications/finance/documents.rst:288 msgid "" "**Expense**: create an expense automatically based on a file's content." -msgstr "" +msgstr "**경비**: 파일 콘텐츠에 따라 자동으로 경비를 생성합니다." #: ../../content/applications/finance/documents.rst:290 msgid "**Set Tags**: add, remove, and replace any number of tags." -msgstr "" +msgstr "**태그 설정**: 원하는 수만큼 태그를 추가, 제거, 및 교체할 수 있습니다." #: ../../content/applications/finance/documents.rst:291 msgid "" "**Activities - Mark all as Done**: mark all activities linked to the file as" " done." -msgstr "" +msgstr "**활동 - 전체 완료 표시**: 파일에 연결된 모든 활동을 완료된 것으로 표시합니다." #: ../../content/applications/finance/documents.rst:292 msgid "" @@ -16327,14 +16657,16 @@ msgid "" " as configured in the action. You can choose to set the activity on the " "document owner." msgstr "" +"**활동 - 활동 예약**: 활동에 설정된 대로 파일에 연결된 새로운 활동을 만듭니다. 문서 소유자의 활동을 설정하도록 선택할 수 " +"있습니다." #: ../../content/applications/finance/documents.rst-1 msgid "Example of a workflow action Odoo Documents" -msgstr "" +msgstr "Odoo 문서의 작업 흐름 활동에 대한 예시" #: ../../content/applications/finance/documents.rst:299 msgid "Digitize documents with AI and optical character recognition (OCR)" -msgstr "" +msgstr "AI 및 광학 문자 인식 (OCR: optical character recognition )을 통해 문서 디지털 변환하기" #: ../../content/applications/finance/documents.rst:301 msgid "" @@ -16343,12 +16675,17 @@ msgid "" "Customer Invoice`, or :guilabel:`Create credit note`, and then click " ":guilabel:`Send for Digitization`." msgstr "" +"재무 작업 공간에서 사용 가능한 문서를 디지털로 변환할 수 있습니다. 디지털로 변환할 문서를 선택하고 :guilabel:`청구서 생성`," +" :guilabel:`고객 청구서 생성` 또는 :guilabel:`대변전표 생성`을 클릭한 다음 :guilabel:`전송하여 디지털 " +"변환하기`를 클릭합니다." #: ../../content/applications/finance/documents.rst:306 msgid "" ":doc:`AI-powered document digitization " "<../finance/accounting/vendor_bills/invoice_digitization>`" msgstr "" +":doc:`AI 기반의 문서 디지털 변환 " +"<../finance/accounting/vendor_bills/invoice_digitization``" #: ../../content/applications/finance/expenses.rst:5 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:104 @@ -16365,14 +16702,16 @@ msgid "" "accounting teams. Once approved, payments can then be processed and " "disbursed back to the employee for reimbursement(s)." msgstr "" +"Odoo **경비**로 경비 관리를 간소화합니다. Odoo에서 직원이 경비를 제출하면 관리팀과 회계팀에서 경비를 검토합니다. 승인되면 " +"지출이 처리되고 직원에게 환급용으로 지급할 수 있습니다." #: ../../content/applications/finance/expenses.rst:12 msgid "`Odoo Expenses: product page `_" -msgstr "" +msgstr "Odoo 경비: 품목 페이지 `_" #: ../../content/applications/finance/expenses.rst:15 msgid "Set expense categories" -msgstr "" +msgstr "경비 카테고리 설정" #: ../../content/applications/finance/expenses.rst:17 msgid "" @@ -16382,16 +16721,21 @@ msgid "" ":menuselection:`Expenses app --> Configuration --> Expense Categories` to " "view the current expensable categories in a default list view." msgstr "" +"경비를 추적하는 첫 번째 단계는 회사에 다양한 경비 유형을 설정하는 것입니다 (Odoo에서 *경비 카테고리*로 관리). 필요에 따라서 " +"구체적 혹은 일반적인 카테고리로 만들 수 있습니다. :menuselection:`경비 앱 --> 환경 설정 --> 경비 카테고리`로 " +"이동하여 기본 목록 화면에서 현재 경비 처리 카테고리를 확인합니다." #: ../../content/applications/finance/expenses.rst-1 msgid "Set expense costs on products." -msgstr "" +msgstr "품목에 대한 비용 원가를 설정합니다." #: ../../content/applications/finance/expenses.rst:26 msgid "" "To create a new expense category, click :guilabel:`New`. A product form will" " appear, with the description field labeled :guilabel:`Product Name`." msgstr "" +"경비 카테고리를 새로 생성하려면 :guilabel:`신규 생성`을 클릭합니다. 설명 필드에 :guilabel:`품목명`로 라벨이 되어 " +"있는 품목 양식이 나타납니다." #: ../../content/applications/finance/expenses.rst:30 msgid "" @@ -16401,6 +16745,8 @@ msgid "" "throughout this document since the main menu refers to these as " ":guilabel:`Expense Categories`." msgstr "" +"Odoo에서 경비 카테고리는 품목처럼 관리됩니다. 경비 카테고리 양식은 Odoo의 표준 품목 양식을 따르며 입력 정보도 비슷합니다. 경비" +" 품목은 메인 메뉴에서 :guilabel:`경비 카테고리`로 표시되므로 이 문서에서는 경비 카테고리로 지칭합니다." #: ../../content/applications/finance/expenses.rst:35 msgid "" @@ -16409,6 +16755,8 @@ msgid "" "field, and select the :guilabel:`Unit of Measure` from the drop-down menu " "(most products will be set to :guilabel:`Units`)." msgstr "" +":guilabel:`품목명`과 :guilabel:`측정 단위`의 두 가지 필드만 있으면 됩니다. 필드에 :guilabel:`품목명`을 " +"입력하고 드롭다운 메뉴에서 :guilabel:`측정 단위`를 선택합니다 (대부분의 품목은 :guilabel:`단위`로 설정되어 있음)." #: ../../content/applications/finance/expenses.rst:40 msgid "" @@ -16419,6 +16767,11 @@ msgid "" " internal link to :doc:`view, create, and edit the units of measure " "<../inventory_and_mrp/inventory/product_management/product_replenishment/uom>`." msgstr "" +"*판매* 앱에서 측정 단위 (예: 단위, 마일, 일 등)에 대한 사양을 생성하고 편집할 수 있습니다. :menuselection:`판매 " +"앱 --> 환경 설정 --> 설정`에 있는 `품목 카탈로그` 섹션에서 `측정 단위`가 활성화되어 있는지 확인합니다. " +":guilabel:`측정 단위` 내부 링크를 클릭하면 :doc:`측정 단위 보기, 생성 및 편집 " +"<../inventory_and_mrp/inventory/product_management/product_replenishment/uom>`으로" +" 이동합니다." #: ../../content/applications/finance/expenses.rst:50 msgid "" @@ -16428,6 +16781,9 @@ msgid "" "Otherwise, leave the :guilabel:`Cost` set to `0.00`, and employees will " "report the actual cost when submitting an expense report." msgstr "" +"품목 양식에 있는 :guilabel:`경비` 필드는 기본값 `0.00` 값으로 채워져 있습니다. 특정 비용에 대해 항상 특정 가격으로 " +"환급해야 하는 경우, :guilabel:`경비` 필드에 해당 금액을 입력합니다. 그렇지 않고 :guilabel:`경비`가 `0.00`으로" +" 설정되어 있으면 직원이 경비 보고서를 제출할 때 실비로 보고하게 됩니다." #: ../../content/applications/finance/expenses.rst:56 msgid "" @@ -16436,12 +16792,17 @@ msgid "" ":guilabel:`Sales Price` is selected under the :guilabel:`Re-Invoice " "Expenses` section. Otherwise, the :guilabel:`Sales Price` field is hidden." msgstr "" +"경비 카테고리 양식에서 항상 :guilabel:`실비` 필드가 표시되지만 :guilabel:`판매 가격` 필드는 :guilabel:`경비" +" 재청구` 섹션 아래에서 *반드시* :guilabel:`판매 가격`이 선택된 경우에만 표시됩니다. 그렇지 않으면 :guilabel:`판매" +" 가격` 필드가 숨겨집니다." #: ../../content/applications/finance/expenses.rst:62 msgid "" "Here are some examples for when to set a specific :guilabel:`Cost` on a " "product vs. leaving the :guilabel:`Cost` at `0.00`:" msgstr "" +"다음은 품목에 특정 :guilabel:`실비`를 설정하는 경우와 :guilabel:`경비`를 `0.00`으로 두는 경우에 대한 몇 가지 " +"예시입니다:" #: ../../content/applications/finance/expenses.rst:65 msgid "" @@ -16450,6 +16811,8 @@ msgid "" "reimbursed for that amount. An expense for a meal costing $95.23 would equal" " a reimbursement for $95.23." msgstr "" +"**식대**: guilabel:`실비`를 `0.00`으로 설정합니다. 직원이 식사 비용을 기록할 때 실제 청구서 금액을 입력하면 해당 " +"금액을 환급받게 됩니다. 식사 비용 $95.23에 대해서 동일하게 $95.23에 대한 환급이 이루어집니다." #: ../../content/applications/finance/expenses.rst:68 msgid "" @@ -16458,6 +16821,8 @@ msgid "" ":guilabel:`Quantity` field, and are reimbursed 0.30 per mile they entered. " "An expense for 100 miles would equal a reimbursement for $30.00." msgstr "" +"**마일리지**: guilabel:`실비를 `0.30`으로 설정합니다. 직원이 '마일리지' 비용을 기록할 때 :guilabel:`수량` " +"필드에 주행 마일 수를 입력하면 입력한 마일당 0.30을 환급받게 됩니다. 100마일에 대한 경비로 $30.00를 환급받게 됩니다." #: ../../content/applications/finance/expenses.rst:72 msgid "" @@ -16465,6 +16830,8 @@ msgid "" "logs an expense for \"monthly parking\", the reimbursement would be for " "$75.00." msgstr "" +"**월 주차**: :guilabel:`실비`를 `75.00`으로 설정합니다. 직원이 \"월 주차\"에 대한 경비를 기록하면 $75.00에" +" 대한 환급이 이루어집니다." #: ../../content/applications/finance/expenses.rst:74 msgid "" @@ -16474,6 +16841,9 @@ msgid "" "$350.00 would be logged as an :guilabel:`Expenses` product, and the " "reimbursement would be for $350.00." msgstr "" +"**경비**: guilabel:`실비`를 `0.00`으로 설정합니다. 직원이 식사, 마일리지 또는 월 주차비가 아닌 경비를 입력할 때는 " +"일반 :guilabel:`경비` 항목을 사용합니다. 노트북 $350.00에 대한 비용은 :guilabel:`경비` 항목으로 기록되며, " +"$350.00가 환급됩니다." #: ../../content/applications/finance/expenses.rst:79 msgid "" @@ -16481,6 +16851,8 @@ msgid "" " is recommended to check with the accounting department to determine the " "correct account to reference in this field as it will affect reports." msgstr "" +"Odoo *회계* 앱을 사용하는 경우 :guilabel:`경비 계정`을 선택합니다. 보고서에 영향을 미치게 되므로 이 필드에서 참조할 " +"올바른 계정을 결정하려면 회계 부서에 문의하는 것이 좋습니다." #: ../../content/applications/finance/expenses.rst:83 msgid "" @@ -16490,14 +16862,17 @@ msgid "" "`. Taxes will be automatically configured if this " "is set." msgstr "" +"해당하는 경우, 품목별 세금을 :guilabel:`공급업체 세금` 및 :guilabel:`고객 세금` 필드에 설정합니다. " +":ref:`가격에 세금 포함 `으로 설정된 세금을 사용하는 것이 좋습니다. 세금이 설정되어 " +"있으면 자동으로 환경 설정됩니다." #: ../../content/applications/finance/expenses.rst:90 msgid "Record expenses" -msgstr "" +msgstr "경비 기록" #: ../../content/applications/finance/expenses.rst:93 msgid "Manually create a new expense" -msgstr "" +msgstr "직접 새로운 경비 생성하기" #: ../../content/applications/finance/expenses.rst:95 msgid "" @@ -16506,12 +16881,14 @@ msgid "" "view can also be accessed from :menuselection:`Expenses app --> My Expenses " "--> My Expenses`." msgstr "" +"새로 경비를 기록하려면 기본 :guilabel:`내 경비` 화면이 표시되는 기본 :menuselection:`경비` 앱 현황판에서 " +"시작합니다. 이 화면은 :menuselection:`경비 앱 --> 내 경비 --> 내 경비`에서도 액세스할 수 있습니다." #: ../../content/applications/finance/expenses.rst:99 msgid "" "First, click :guilabel:`New`, and then fill out the various fields on the " "form." -msgstr "" +msgstr "먼저 :guilabel:`신규 생성`을 클릭한 후 양식에 있는 여러 필드를 입력합니다." #: ../../content/applications/finance/expenses.rst:101 msgid "" @@ -16519,6 +16896,8 @@ msgid "" ":guilabel:`Description` field. This should be short and informative, such as" " `lunch with client` or `hotel for conference`." msgstr "" +":guilabel:`설명`을 클릭합니다: 경비에 대한 간단한 설명을 :guilabel:`설명` 필드에 입력합니다. '고객과의 점심 식사'" +" 또는 '회의용 호텔'과 같이 짧은 정보성 내용이어야 합니다." #: ../../content/applications/finance/expenses.rst:104 msgid "" @@ -16527,12 +16906,14 @@ msgid "" "ticket would be appropriate for an expense :guilabel:`Category` named " ":guilabel:`Air Travel`." msgstr "" +":guilabel:`카테고리`: 드롭다운 메뉴에서 비용에 가장 가까운 경비 카테고리를 선택합니다. 예를 들어, 항공권의 경우 경비 " +":guilabel:`카테고리` 이름이 `항공 출장`인 비용에 적합합니다." #: ../../content/applications/finance/expenses.rst:107 msgid "" ":guilabel:`Total`: Enter the total amount paid for the expense in one of two" " ways:" -msgstr "" +msgstr ":guilabel:`총액`: 두 가지 중 하나의 방법으로 경비 지출한 총 금액을 입력합니다:" #: ../../content/applications/finance/expenses.rst:109 msgid "" @@ -16540,6 +16921,8 @@ msgid "" " for a single item, enter the cost in the :guilabel:`Total` field (the " ":guilabel:`Quantity` field is hidden)." msgstr "" +"경비가 단일 품목/비용에 대한 항목이고 선택한 카테고리가 단일 항목인 경우 :guilabel:`총액` 필드에 비용을 입력합니다 " +"(:guilabel:`수량` 필드는 숨겨져 있음)." #: ../../content/applications/finance/expenses.rst:111 msgid "" @@ -16550,6 +16933,9 @@ msgid "" "the total). Be advised, the word \"total\" does not appear, the total cost " "simply appears below the :guilabel:`Quantity`." msgstr "" +"경비가 동일한 항목/비용에 대한 고정 가격의 배수인 경우 :guilabel:`단위 가격`이 표시됩니다. :guilabel:`수량` 필드에" +" 수량을 입력하면 경비 총액이 올바른 합계로 자동 업데이트됩니다 (:guilabel:`단위 가격` x :guilabel:`수량` = " +"합계). 참고로 \"총액\"이라는 용어는 표시되지 않으며, 단순히 총 비용이 :guilabel:`수량` 아래에 표시됩니다." #: ../../content/applications/finance/expenses.rst:118 msgid "" @@ -16557,6 +16943,8 @@ msgid "" "populated as the cost *per mile*. Set the :guilabel:`Quantity` to the " "*number of miles* driven, and the total is calculated." msgstr "" +"예를 들어, 마일리지 주행의 경우 :guilabel:`단위 가격`은 *마일당* 비용으로 입력됩니다. :guilabel:`수량`을 주행한 " +"*마일 수*로 설정하면 총액이 계산됩니다." #: ../../content/applications/finance/expenses.rst:122 msgid "" @@ -16564,6 +16952,8 @@ msgid "" "category, the tax percentage and amount appear automatically after entering " "either the :guilabel:`Total` or the :guilabel:`Quantity`." msgstr "" +":guilabel:`포함된 세금`: 비용 카테고리에 세금을 설정한 경우, :guilabel:`총액` 또는 :guilabel:`수량`을 " +"입력하면 세금 비율과 금액이 자동으로 표시됩니다." #: ../../content/applications/finance/expenses.rst:127 msgid "" @@ -16571,12 +16961,14 @@ msgid "" "Taxes` value will update in real time as the :guilabel:`Total` or " ":guilabel:`Quantity` is updated." msgstr "" +"비용 카테고리에 세금을 설정한 경우, :guilabel:`포함된 세금` 값은 :guilabel:`총액` 또는 :guilabel:`수량`을" +" 변경하면 실시간으로 업데이트됩니다." #: ../../content/applications/finance/expenses.rst:130 msgid "" ":guilabel:`Employee`: Using the drop-down menu, select the employee this " "expense is for." -msgstr "" +msgstr ":guilabel:`직원`: 드롭다운 메뉴를 사용하여 이 경비에 해당하는 직원을 선택합니다." #: ../../content/applications/finance/expenses.rst:131 msgid "" @@ -16587,12 +16979,16 @@ msgid "" "pay for the expense) select :guilabel:`Company`. Depending on the expense " "category selected, this field may not appear." msgstr "" +":guilabel:`지불한 사람`: 라디오 버튼을 클릭하여 경비를 지불하여 환급받아야 하는 사람을 표시합니다. 직원이 비용을 지불한 경우" +" (환급받아야 하는 경우) :guilabel:`직원 (환급 대상)`을 선택합니다. 회사에서 직접 비용을 지불한 경우 (예: 회사 " +"신용카드를 사용하여 비용 지불) :guilabel:`회사`를 선택합니다. 선택한 경비 카테고리에 따라 필드가 표시되지 않을 수도 " +"있습니다." #: ../../content/applications/finance/expenses.rst:136 msgid "" ":guilabel:`Bill Reference`: If there is any reference text that should be " "included for the expense, enter it in this field." -msgstr "" +msgstr ":guilabel:`공급업체 청구서 참조`: 경비에 포함시킬 참조 텍스트가 있는 경우 이 필드에 입력합니다." #: ../../content/applications/finance/expenses.rst:138 msgid "" @@ -16601,12 +16997,14 @@ msgid "" " arrows to navigate to the correct month, then click on the specific day to " "enter the selection." msgstr "" +":guilabel:`경비 날짜`: 캘린더 모듈을 사용하여 경비를 집행한 날짜를 입력합니다. :guilabel:`< (왼쪽)` 및 " +":guilabel:`> (오른쪽)` 화살표를 사용하여 해당하는 달로 이동한 다음 특정 날짜를 클릭하여 선택 항목을 입력합니다." #: ../../content/applications/finance/expenses.rst:141 msgid "" ":guilabel:`Account`: Select the expense account that this expense should be " "logged on from the drop-down menu." -msgstr "" +msgstr ":guilabel:`계정`: 드롭다운 메뉴에서 이 경비를 기록할 경비 계정을 선택합니다." #: ../../content/applications/finance/expenses.rst:143 msgid "" @@ -16618,6 +17016,10 @@ msgid "" "saved, the customer name disappears and only the :abbr:`SO (Sales Order)` is" " visible on the expense." msgstr "" +":guilabel:`재청구할 고객`: 해당 경비가 고객이 지불해야 하는 비용인 경우, 드롭다운 메뉴에서 이 비용에 대해 청구서를 발행할 " +"고객과 :abbr:`SO (판매주문서`를 선택합니다. 드롭다운 메뉴의 판매주문서에는 판매주문서 대상 회사와 함께 :abbr:`SO " +"(판매주문서)` 양쪽이 모두 표시되지만, 경비 항목을 저장한 후에는 고객명이 사라지고 :abbr:`SO (판매주문서)`만 경비에 " +"표시됩니다." #: ../../content/applications/finance/expenses.rst:150 msgid "" @@ -16627,6 +17029,9 @@ msgid "" "indicate the sales order for the custom garden (which also references the " "customer) as the :guilabel:`Customer to Reinvoice`." msgstr "" +"고객이 맞춤형 정원 (설계 및 설치)과 관련한 현장 미팅을 하기를 원하고 관련 경비 (예: 여행, 호텔, 식사 등)를 지불하는 데 " +"동의합니다. 해당 미팅과 관련된 모든 비용은 맞춤형 정원에 대한 판매주문서 (고객으로 참조 표시되기도 합니다)에 " +":guilabel:'재청구할 고객'으로 표시됩니다." #: ../../content/applications/finance/expenses.rst:155 msgid "" @@ -16636,6 +17041,9 @@ msgid "" "category if needed. Adjust the percentage for each analytic account by " "typing in the percentage value next to the account." msgstr "" +":guilabel:`분석 배포`: 드롭다운 메뉴에서 경비를 기록할 계정을 :guilabel:`프로젝트`나 :guilabel:`부서` 또는" +" 양쪽 모두에서 선택합니다. 필요한 경우, 각 카테고리에 대해 여러 계정을 나열할 수 있습니다. 계정 옆에 백분율 값을 입력하여 각 분석" +" 계정별 백분율을 조정합니다." #: ../../content/applications/finance/expenses.rst:159 msgid "" @@ -16643,20 +17051,22 @@ msgid "" "this expense should be filed for from the drop-down menu. The current " "company will automatically populate this field." msgstr "" +":guilabel:`회사`: 회사를 여러 개 설정한 경우, 드롭다운 메뉴에서 해당 경비를 신청할 회사를 선택합니다. 현재 회사에서 필드가" +" 자동으로 입력됩니다." #: ../../content/applications/finance/expenses.rst:161 msgid "" ":guilabel:`Notes...`: If any notes are needed in order to clarify the " "expense, enter them in the notes field." -msgstr "" +msgstr ":guilabel:`메모...`: 경비 내역을 명확히 소명하기 위해 메모가 필요한 경우 메모 필드에 입력합니다." #: ../../content/applications/finance/expenses.rst-1 msgid "A filled in expense form for a client lunch." -msgstr "" +msgstr "고객과의 점심 식사를 위해 입력한 경비 양식입니다." #: ../../content/applications/finance/expenses.rst:169 msgid "Attach a receipt" -msgstr "" +msgstr "영수증 첨부하기" #: ../../content/applications/finance/expenses.rst:171 msgid "" @@ -16668,20 +17078,24 @@ msgid "" "receipt can be attached to an individual expense, as needed. The number of " "receipts attached to the expense will be noted on the paperclip icon." msgstr "" +"경비 생성 다음 단계는 영수증을 첨부하는 것입니다. guilabel:`영수증 첨부` 버튼을 클릭하면 파일 탐색기가 나타납니다. 첨부할 " +"영수증을 찾아서 :guilabel:`열기`를 클릭합니다. 새 영수증이 메시지창에 기록되며, 영수증 개수가 경비 양식 아래에 있는 " +":guilabel:`📎(클립)` 아이콘 옆에 표시됩니다. 필요에 따라 개별 경비에 영수증을 두 개 이상 첨부할 수 있습니다. 경비에 " +"첨부된 영수증 개수는 종이 클립 아이콘에 표시됩니다." #: ../../content/applications/finance/expenses.rst-1 msgid "Attach a receipt and it appears in the chatter." -msgstr "" +msgstr "영수증을 첨부하면 메시지창에 영수증이 표시됩니다." #: ../../content/applications/finance/expenses.rst:183 msgid "Create new expenses from a scanned receipt" -msgstr "" +msgstr "스캔한 영수증으로 새로운 경비 생성하기" #: ../../content/applications/finance/expenses.rst:185 msgid "" "Rather than manually inputting all of the information for an expense, " "expenses can be created by scanning a PDF receipt." -msgstr "" +msgstr "경비 관련된 전체 정보를 수기로 입력하는 대신 PDF 영수증을 스캔하여 경비를 생성할 수 있습니다." #: ../../content/applications/finance/expenses.rst:188 msgid "" @@ -16691,12 +17105,17 @@ msgid "" " the receipt to be uploaded, click on it to select it, and then click " ":guilabel:`Open`." msgstr "" +"먼저, 기본 :guilabel:`경비` 앱 현황판 화면 (이 화면은 :menuselection:`경비 앱 --> 내 경비 --> 내 " +"경비`에서도 액세스 가능)에서 :guilabel:`스캔`을 클릭하면 파일 탐색기가 나타납니다. 업로드할 영수증을 찾아 클릭하여 선택한 " +"다음 :guilabel:`열기`를 클릭합니다." #: ../../content/applications/finance/expenses.rst-1 msgid "" "Create an expense by scanning a receipt. Click Scan at the top of the Expenses dashboard\n" "view." msgstr "" +"영수증을 스캔하여 비용을 생성합니다. 경비 현황판 화면 상단의 스캔을\n" +"클릭합니다." #: ../../content/applications/finance/expenses.rst:198 msgid "" @@ -16706,16 +17125,20 @@ msgid "" "individual expense form, and make any changes needed. The scanned receipt " "appears in the chatter." msgstr "" +"영수증을 스캔하면 오늘 날짜가 :guilabel:`경비 날짜`로 지정된 새로운 항목이 생성되며, 총액과 같이 스캔한 데이터를 기반으로 " +"입력할 수 있는 다른 필드도 함께 생성됩니다. 새 항목을 클릭하여 개별 경비 양식을 열고 필요한 사항을 변경합니다. 스캔한 영수증이 " +"메시지창에 표시됩니다." #: ../../content/applications/finance/expenses.rst:204 msgid "Automatically create new expenses from an email" -msgstr "" +msgstr "이메일에서 자동으로 새로운 경비 생성하기" #: ../../content/applications/finance/expenses.rst:206 msgid "" "Instead of individually creating each expense in the *Expenses* app, " "expenses can be automatically created by sending an email to an email alias." msgstr "" +"*경비* 앱에서 각각의 경비를 개별적으로 생성하는 대신, 이메일 별칭으로 이메일을 전송하면 자동으로 경비를 생성할 수 있습니다." #: ../../content/applications/finance/expenses.rst:209 msgid "" @@ -16723,11 +17146,13 @@ msgid "" ":menuselection:`Expenses app --> Configuration --> Settings`. Ensure " ":guilabel:`Incoming Emails` is enabled." msgstr "" +"이렇게 하려면, 먼저 이메일 별칭을 설정해야 합니다. :menuselection:`경비 앱 --> 환경 설정 --> 설정`으로 " +"이동합니다. guilabel:`수신 이메일`이 활성화되어 있는지 확인하세요." #: ../../content/applications/finance/expenses.rst-1 #: ../../content/applications/finance/expenses.rst:0 msgid "Create the domain alias by clicking the link." -msgstr "" +msgstr "링크를 클릭하여 도메인 별칭을 생성합니다." #: ../../content/applications/finance/expenses.rst:217 msgid "" @@ -16738,6 +17163,10 @@ msgid "" "alias is configured, the email address field will be visible beneath the " "incoming emails section." msgstr "" +"도메인 별칭을 설정해야 하는 경우, 수신 이메일 확인란 아래에 이메일 주소 필드 대신 :guilabel:`도메인 별칭 설정`이 " +"표시됩니다. 설정 방법 및 자세한 내용은 이 문서를 참조하세요: " +":doc:`/administration/maintain/domain_names`. 도메인 별칭 설정이 완료되면 이메일 주소 필드가 수신 " +"이메일 섹션 아래에 표시됩니다." #: ../../content/applications/finance/expenses.rst:223 msgid "" @@ -16746,6 +17175,8 @@ msgid "" " sent to that alias to create new expenses without having to be in the Odoo " "database." msgstr "" +"그런 다음, 사용할 이메일 주소를 이메일 필드에 입력한 다음 :guilabel:`저장`을 클릭합니다. 이제 이메일 주소가 입력되었으므로 " +"Odoo 데이터베이스에 있지 않아도 해당 별칭으로 이메일을 전송하여 경비를 새로 생성할 수 있습니다." #: ../../content/applications/finance/expenses.rst:227 msgid "" @@ -16755,6 +17186,8 @@ msgid "" "expense by taking the information in the email subject and combining it with" " the receipt." msgstr "" +"이메일로 경비를 제출하려면 새 이메일을 작성하여 이메일 제목에 품목의 *내부 참조* 코드 (사용 가능한 경우)와 경비 금액을 입력합니다." +" 그런 다음 영수증을 이메일에 첨부합니다. Odoo는 이메일 제목의 정보를 가져와서 영수증과 결합하여 경비 항목을 생성합니다." #: ../../content/applications/finance/expenses.rst:232 msgid "" @@ -16763,11 +17196,13 @@ msgid "" "an internal reference is listed on the expense category, it is listed in the" " :guilabel:`Internal Reference` column." msgstr "" +"경비 카테고리 내부 참조를 확인하려면 :menuselection:`경비 앱 --> 환경 설정 --> 경비 카테고리`로 이동합니다. 내부 " +"참조가 경비 카테고리에 있는 경우, :guilabel:`내부 참조` 열에 올라있게 됩니다." #: ../../content/applications/finance/expenses.rst-1 msgid "" "Internal reference numbers are listed in the main Expense Categories view." -msgstr "" +msgstr "내부 참조 번호는 기본 경비 카테고리 화면에 나열됩니다." #: ../../content/applications/finance/expenses.rst:240 msgid "" @@ -16776,11 +17211,13 @@ msgid "" ":guilabel:`Internal Reference` field, this sentence appears: :guilabel:`Use " "this reference as a subject prefix when submitting by email.`" msgstr "" +"비용 카테고리에 내부 참조를 추가하려면 해당 카테고리를 클릭하여 양식을 엽니다. 내부 참조를 필드에 입력합니다. :guilabel:`내부" +" 참조` 필드 아래에 :guilabel:`이메일로 제출할 때 이 참조를 제목 머릿말로 사용하세요.`라는 문장이 표시됩니다." #: ../../content/applications/finance/expenses.rst-1 msgid "" "Internal reference numbers are listed in the main Expense Products view." -msgstr "" +msgstr "내부 참조 번호는 기본 경비 품목 화면에 나열됩니다." #: ../../content/applications/finance/expenses.rst:249 msgid "" @@ -16789,30 +17226,32 @@ msgid "" "employee email address, go to the employee card in the " ":menuselection:`Employees` app, and refer to the :guilabel:`Work Email`" msgstr "" +"보안을 위해, Odoo에서는 인증된 직원 이메일에서만 경비를 이메일에서 생성할 수 있습니다. 인증된 직원 이메일 주소를 확인하려면 " +":menuselection:`직원` 앱의 직원 카드로 이동하여 :guilabel:`업무용 이메일`을 참조하세요." #: ../../content/applications/finance/expenses.rst:258 msgid "" "If submitting an expense via email for a $25.00 meal during a work trip, the" " email subject would be `FOOD $25.00`." -msgstr "" +msgstr "출장 중 식대 $25.00를 이메일로 제출하는 경우, 이메일 제목은 `식음료 $25.00`입니다." #: ../../content/applications/finance/expenses.rst:261 msgid "Explanation:" -msgstr "" +msgstr "설명:" #: ../../content/applications/finance/expenses.rst:263 msgid "" "The :guilabel:`Internal Reference` for the expense category `Meals` is " "`FOOD`" -msgstr "" +msgstr "경비 `식대` 카테고리에 대한 :guilabel:`내부 참조`는 `식음료`입니다." #: ../../content/applications/finance/expenses.rst:264 msgid "The :guilabel:`Cost` for the expense is `$25.00`" -msgstr "" +msgstr "경비의 :guilabel:`실비`는 `$25.00`입니다." #: ../../content/applications/finance/expenses.rst:269 msgid "Create an expense report" -msgstr "" +msgstr "경비 보고서 만들기" #: ../../content/applications/finance/expenses.rst:271 msgid "" @@ -16822,6 +17261,9 @@ msgid "" ":guilabel:`My Expenses` view, or go to :menuselection:`Expenses app --> My " "Expenses --> My Expenses`." msgstr "" +"경비 제출 준비가 완료되면 (출장 종료 또는 매월) *경비 보고서*를 작성해야 합니다. :guilabel:`내 경비` 기본값 화면이 " +"표시되는 기본 :menuselection:`경비` 앱 현황판 또는 :menuselection:`경비 앱 --> 내 경비 --> 내 " +"경비`로 이동합니다." #: ../../content/applications/finance/expenses.rst:276 msgid "" @@ -16830,6 +17272,9 @@ msgid "" "report) the text appears in blue. All other statuses (:guilabel:`To Submit`," " :guilabel:`Submitted`, and :guilabel:`Approved`) the text appears in black." msgstr "" +"경비는 상태별 색상으로 구분합니다. 상태가 :guilabel:`보고 예정`인 경비 (경비 보고서에 추가해야 하는 경비)는 파란색 텍스트로" +" 표시됩니다. 다른 모든 상태(:guilabel:`제출 예정`, :guilabel:`제출 완료`, :guilabel:`승인 완료`)는 " +"검은색 텍스트로 표시됩니다." #: ../../content/applications/finance/expenses.rst:280 msgid "" @@ -16837,6 +17282,8 @@ msgid "" "box next to each entry, or quickly select all the expenses in the list by " "clicking the check box next to :guilabel:`Expense Date`." msgstr "" +"먼저, 각 항목 옆에 있는 확인란을 클릭하여 보고서애 았는 개별 경비를 선택하거나, :guilabel:`경비 날짜` 옆의 확인란을 " +"클릭하여 목록에 있는 전체 경비를 빠르게 선택합니다." #: ../../content/applications/finance/expenses.rst:284 msgid "" @@ -16845,10 +17292,12 @@ msgid "" " will select all expenses with a status of :guilabel:`To Submit` that are " "not already on a report." msgstr "" +"경비 보고서에 없는 경비를 빠르게 전체 추가하는 다른 방법은, 경비를 선택하지 않고 :guilabel:`보고서 생성`을 클릭하는 " +"것입니다. 그러면, Odoo에서 보고서에 아직 추가되지 않은 전체 경비 중에서 :guilabel:`제출 예정`인 경비를 선택합니다." #: ../../content/applications/finance/expenses.rst-1 msgid "Select the expenses to submit, then create the report." -msgstr "" +msgstr "제출할 경비를 선택한 후, 보고서를 생성합니다." #: ../../content/applications/finance/expenses.rst:293 msgid "" @@ -16859,6 +17308,9 @@ msgid "" " expenses with a status of :guilabel:`To Submit` that are *not* currently on" " another expense report will appear in the newly created expense report." msgstr "" +"경비의 상태와 무관하게, 경비를 :guilabel:`내 경비` 목록에서 선택할 수 있습니다. 상태가 :guilabel:`보고 예정`인 " +"비용이 최소 1개 이상 있으면 :guilabel:`보고서 생성` 버튼이 표시됩니다. :guilabel:`보고서 생성` 버튼을 클릭하면, " +"현재 다른 경비 보고서에는 없는 상태의 경비 중에서 :guilabel:`제출 예정`인 경비만 새로 생성한 경비 보고서에 표시됩니다." #: ../../content/applications/finance/expenses.rst:299 msgid "" @@ -16869,6 +17321,9 @@ msgid "" ":guilabel:`Customer to Reinvoice` and :guilabel:`Analytic Distribution` " "columns." msgstr "" +"경비를 선택한 후 :guilabel:`보고서 생성` 버튼을 클릭합니다. 새 보고서가 전체 경비 목록과 함께 " +":guilabel:`Expense` 탭에 표시됩니다. 개별 비용에 영수증이 첨부되어 있는 경우 :guilabel:`📎(클립)` 아이콘이 " +":guilabel:`재청구할 고객` 및 :guilabel:`분석 배포` 열 옆에 나타납니다." #: ../../content/applications/finance/expenses.rst:304 msgid "" @@ -16882,10 +17337,15 @@ msgid "" " can be changed. Use the drop-down menu to select a different " ":guilabel:`Journal`." msgstr "" +"보고서가 생성되면, 기본적으로 경비 날짜 범위가 :guilabel:`경비 보고서 요약` 필드에 표시됩니다. 경비를 체계적으로 관리할 수 " +"있도록, 보고서별로 간단하게 요약된 이 필드를 편집하는 것이 좋습니다. 경비 보고서에 대한 간단한 설명 (예: `뉴욕 고객 출장` 또는 " +"`회사 차량 수리`)을 :guilabel:`경비 보고서 요약` 필드에 입력합니다. 다음으로, 드롭다운 메뉴의 " +":guilabel:`관리자`에서 보고서를 검토할 관리자를 지정합니다. 필요한 경우 :guilabel:`전표`를 변경할 수 있습니다. " +"드롭다운 메뉴를 사용하여 다른 :guilabel:`전표`을 선택하세요." #: ../../content/applications/finance/expenses.rst-1 msgid "Enter a short description and select a manager for the report." -msgstr "" +msgstr "간단한 설명을 입력 후 보고서의 관리자를 선택합니다." #: ../../content/applications/finance/expenses.rst:316 msgid "" @@ -16898,6 +17358,10 @@ msgid "" "added that does *not* appear on the list, click :guilabel:`New` to create a " "new expense and add it to the report." msgstr "" +"보고서에 포함되어야 하는 비용이 누락된 경우에도 추가할 수 있습니다. :guilabel:`경비` 탭 하단의 :guilabel:`한 줄 " +"추가`를 클릭합니다. 보고서에 추가할 수 있는 경비가 모두 팝업에 표시되어 나타납니다 (:guilabel:`제출 예정` 상태). 추가할 " +"경비 옆에 있는 확인란을 클릭한 다음 :guilabel:`선택`을 클릭합니다. 이제 항목이 방금 생성한 보고서에 나타납니다. 목록에 " +"표시되지 *않는* 비용을 새로 추가해야 하는 경우 :guilabel:`신규 생성`을 클릭하여 새로 비용을 생성하여 보고서에 추가합니다." #: ../../content/applications/finance/expenses.rst-1 msgid "Add more expenses to the report before submitting." @@ -18210,7 +18674,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "" @@ -18293,7 +18757,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "" @@ -18460,7 +18924,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "" @@ -19525,29 +19989,1654 @@ msgstr "" msgid "Australia" msgstr "호주" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "고용 히어로 호주 급여 지급" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr ":doc:`../accounting/get_started/chart_of_accounts`" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "매입" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "급여" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "고용 히어로 호주 급여 지급" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -19560,7 +21649,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -19570,13 +21659,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -19586,15 +21678,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -19607,20 +21699,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -19630,7 +21722,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -19726,7 +21818,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -19744,22 +21836,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr ":guilabel:`도로명 주소`" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr ":guilabel:`시/도`" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr ":guilabel:`우편번호`" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr ":guilabel:`국가`" @@ -19820,7 +21912,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -19926,12 +22018,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr ":doc:`../accounting/get_started/chart_of_accounts`" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -20031,10 +22117,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -20277,12 +22359,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "전자 청구서" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -20291,38 +22742,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr ":doc:`../accounting/customer_invoices/electronic_invoicing`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr ":doc:`../accounting/customer_invoices/cash_discounts`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -20330,7 +22781,7 @@ msgid "" "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -20338,76 +22789,76 @@ msgid "" "`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "Odoo.sh" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "온프레미스" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "Odoo 16.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "인증됨" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "Odoo 15.2" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "Odoo 15.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "Odoo 14.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr ":doc:`/administration/maintain/supported_versions`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -20415,52 +22866,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -20469,7 +22920,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -20477,17 +22928,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -20496,7 +22947,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -20544,7 +22995,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -20559,25 +23010,25 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "IoT 박스" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -20585,19 +23036,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -20609,7 +23060,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -20617,17 +23068,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -21175,10 +23626,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -21354,7 +23801,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -21585,7 +24032,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -21615,7 +24062,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -21630,12 +24077,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "`l10n_cl_edi_stock`" @@ -21648,24 +24093,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -21673,110 +24111,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -21784,11 +24222,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -21797,15 +24235,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -21813,11 +24251,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -21827,50 +24265,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -21881,29 +24319,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -21911,19 +24349,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "인증서" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -21931,24 +24369,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -21959,13 +24397,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -21974,12 +24412,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -21987,43 +24425,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -22033,13 +24471,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -22050,56 +24488,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -22107,32 +24545,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -22141,7 +24579,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -22149,7 +24587,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -22157,11 +24595,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -22170,7 +24608,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -22179,14 +24617,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -22194,11 +24632,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -22209,14 +24647,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -22224,60 +24662,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "계좌 이체" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "전환율" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr ":doc:`../accounting/taxes`" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -22289,11 +24727,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -22306,32 +24744,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -22341,7 +24779,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -22354,7 +24792,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -22365,7 +24803,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -22378,7 +24816,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -22389,26 +24827,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -22417,21 +24855,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "" @@ -22439,11 +24877,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -22457,14 +24895,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -22475,36 +24913,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -22512,11 +24950,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -22529,12 +24967,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -22626,34 +25064,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -22668,16 +25106,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "사용 사례" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -22691,11 +25129,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -22709,7 +25147,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -22719,17 +25157,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -22743,23 +25181,23 @@ msgid "" "code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -22770,7 +25208,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -22780,16 +25218,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -22801,55 +25239,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -22861,11 +25299,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "청구" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -22880,7 +25318,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -22888,12 +25326,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -22901,7 +25339,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -22909,14 +25347,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -22926,46 +25364,46 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -22976,13 +25414,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -22993,7 +25431,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -23003,18 +25441,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -23023,7 +25461,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -23031,7 +25469,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -23041,7 +25479,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -23049,18 +25487,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -23068,7 +25506,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -23078,7 +25516,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -23092,7 +25530,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -23106,7 +25544,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -23116,11 +25554,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -23130,7 +25568,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -23138,18 +25576,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -23157,13 +25595,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -23173,14 +25611,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -23188,11 +25626,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -23203,11 +25641,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -23219,11 +25657,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -23234,32 +25672,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -23272,20 +25710,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -23298,12 +25736,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -23314,7 +25752,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -23326,31 +25764,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -23362,31 +25800,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -23394,23 +25832,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -23418,7 +25856,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -23431,21 +25869,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -23456,17 +25894,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -23477,7 +25915,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -23485,11 +25923,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -23501,19 +25939,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -23525,18 +25963,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "반품" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -23548,7 +25986,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -23558,24 +25996,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -23583,7 +26021,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -23598,11 +26036,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -23611,13 +26049,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -23628,7 +26066,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -23639,7 +26077,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -25690,8 +28128,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" @@ -27206,7 +29644,6 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -33171,7 +35608,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -33765,13 +36202,11 @@ msgid "Spain" msgstr "스페인" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" +msgid "Spanish chart of accounts" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 @@ -33788,39 +36223,57 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 -msgid "Tax Report (Modelo 111)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 -msgid "Tax Report (Modelo 115)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +msgid "Tax Report (Modelo 111)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 +msgid "Tax Report (Modelo 115)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "스위스" @@ -34024,17 +36477,6 @@ msgstr "" msgid "TVA 7.7%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "매입" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -34704,10 +37146,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "급여" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -35171,6 +37609,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -35178,6 +37617,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -35202,7 +37642,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -35768,10 +38207,10 @@ msgstr ":ref:`payment_providers/add_new`" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -36190,8 +38629,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -36836,17 +39275,26 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -37343,30 +39791,37 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " "saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -37970,11 +40425,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "템플릿(서식)" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -37983,7 +40451,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -37993,40 +40461,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "역할" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -38037,11 +40506,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -38050,28 +40519,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr ":doc:`인앱 구매 (IAP) <../general/in_app_purchase>`" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -38079,7 +40548,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -38087,7 +40556,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -38099,28 +40568,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -38129,7 +40598,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -38140,7 +40609,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -38148,11 +40617,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -38161,7 +40630,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -38172,76 +40641,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -38249,20 +40719,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -38270,33 +40740,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -38304,19 +40774,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -38326,7 +40796,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/ko/LC_MESSAGES/inventory_and_mrp.po b/locale/ko/LC_MESSAGES/inventory_and_mrp.po index d0570cb48..a002128f3 100644 --- a/locale/ko/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/ko/LC_MESSAGES/inventory_and_mrp.po @@ -6,8 +6,8 @@ # Translators: # Martin Trigaux, 2023 # JH CHOI , 2023 -# Wil Odoo, 2023 -# Sarah Park, 2023 +# Wil Odoo, 2024 +# Sarah Park, 2024 # Daye Jeong, 2024 # #, fuzzy @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Daye Jeong, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -56,57 +56,270 @@ msgid "Daily operations" msgstr "일상 업무" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" -msgstr "바코드를 사용한 재고 조정 프로세스" +msgid "Apply inventory adjustments with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." -msgstr "바코드를 사용하여 재고 조정을 처리하려면 먼저 *바코드* 앱을 열어야 합니다. 그런 다음 앱에서 *재고 조정*을 클릭합니다." - -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 -msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." -msgstr "바코드로 완전히 작업하려면 *재고 명령어* 시트를 다운로드할 수 있습니다." - -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 -msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 +msgid "" +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 +msgid "" +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" -"*재고 조정*을 클릭하면 Odoo가 자동으로 재고를 생성합니다. 여러 위치에서 작업하는 경우 먼저 재고 조정을 수행할 위치를 지정해야 " -"합니다." #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." -msgstr "여러 지점을 운영하지 않는 경우에는 재고 조정 프로세스에 포함하려는 여러 제품을 스캔할 수 있습니다." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." -msgstr "동일한 물품이 5개 있는 경우, 각 물품을 5회 스캔하거나 키보드를 사용하여 수량을 수동으로 입력할 수 있습니다." - -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 -msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -"바코드 스캐너를 사용하는 것 외에도 필요한 경우 수동으로 제품을 추가할 수 있는 옵션이 있습니다. *제품 추가*를 선택하고 필요한 정보를" -" 수동으로 입력하기만 하면 됩니다." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." -msgstr "위치의 모든 품목을 스캔했으면 수동으로 또는 바코드 *유효성*을 스캔하여 재고 유효성을 검사합니다." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 +msgid "" +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "알고 계셨나요?" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:6 @@ -1110,6 +1323,9 @@ msgstr "로트 번호" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1139,6 +1355,7 @@ msgstr "세부 작업 팝업에서 :guilabel:`로트` 표시" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1495,163 +1712,662 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "복숭아 52.1kg의 입고 재고 이동 기록." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" -msgstr "이동 프로세스" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "간편 이동" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 -msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." -msgstr "*바코드* 앱에서 송금을 처리하려면 먼저 *작업*으로 이동합니다." - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 -msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -"그런 다음 해당 작업 유형으로 이동하여 입력하려는 작업을 수동으로 선택하거나 전송의 바코드를 스캔하여 기존 이동을 입력할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -"여기에서 기존 이동에 포함된 품목을 스캔하거나 이동에 새 품목을 추가할 수 있습니다. 모든 제품이 스캔되면 이동을 승인하여 재고 이동을 " -"진행합니다." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." -msgstr "창고에 여러 보관 위치가 있는 경우 다양한 작업 유형에 대한 추가 단계를 추가할 수 있습니다." - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "입고" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 -msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -"제품을 재고로 입고할 때는 시스템에서 제품을 식별하기 위해 바코드를 스캔해야 합니다. 그런 다음 WH/Stock과 같이 이동의 기본 " -"위치에 입력하거나 위치 바코드를 스캔하여 기본 위치의 하위 위치에 입력하도록 할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." -msgstr "이 예제에서 제품을 WH/Stock으로 입력하려면 다음 제품의 바코드를 스캔하기만 하면 됩니다." - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "출고" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 -msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -"제품을 배송할 때 처음에 전송에 설정한 위치와 다른 경우 원본 위치를 스캔해야 합니다. 그런 다음 이 특정 위치에서 배송하도록 지정된 " -"제품 스캔을 진행할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -"다른 제품을 스캔하고 나면 WH/Stock과 같은 다른 위치를 스캔할 수 있으며, 배송 주문에 다른 페이지가 추가됩니다. 필요에 따라 " -"*이전* 및 *다음* 버튼을 사용하여 다른 페이지로 이동할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -"이제 이동을 확인할 수 있습니다. 이동의 마지막 페이지에 도달할 때까지 *다음*을 클릭하여 계속 진행합니다. 이 때 이동을 승인할 수 " -"있는 옵션이 표시됩니다." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "내부 이동" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -"여러 위치가 포함된 내부 이동을 수행할 때는 품목의 출발지 위치를 스캔하여 프로세스를 시작할 수 있습니다. 그런 다음 대상 위치의 " -"바코드를 스캔하기 전에 제품을 스캔합니다." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." -msgstr "내부 이동의 출발지와 도착지 세부 정보가 이미 정확한 경우 스캔할 필요가 없습니다." - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" -msgstr "추적된 품목이 포함된 이동" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 -msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" -msgstr "로트/일련번호로 추적되는 제품을 취급하는 경우 두 가지 접근 방식을 따를 수 있습니다:" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 -msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -"모든 제품의 일련번호/로트번호를 일괄적으로 처리할 때는 로트/일련번호의 바코드를 스캔합니다. Odoo가 해당 로트/일번호를 할당하면서 " -"제품의 수량을 자동으로 늘립니다." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 -msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 +msgid "" +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 +msgid "" +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 +msgid "" +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 +msgid "" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 +msgid "" +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" -"동일한 로트/일련번호가 여러 제품에 연결되어 있는 경우에는 먼저 제품 바코드를 스캔한 다음 로트/일련번호의 바코드를 스캔하는 절차를 따를" -" 수 있습니다." #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" -msgstr "이동을 처음부터 새로 만들기" +msgid "Create and process transfers with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -"*바코드* 앱에서 이동을 생성하려면 먼저 작업 유형 바코드를 인쇄해야 합니다. 이를 위해 앱의 홈페이지에서 *재고 바코드 시트*를 " -"다운로드할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" -"완료되면 새 문서를 만들려는 제품을 스캔할 수 있습니다. 이 작업을 수행하면 빈 문서가 생성되어 제품을 스캔하여 문서를 채울 수 " -"있습니다." #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 msgid "Setup" @@ -2621,7 +3337,7 @@ msgid "" msgstr "" ":menuselection:`재고 관리` 앱 내의 :menuselection:`현황` 페이지에 :guilabel:`내부 이동` 카드를 " "표시하려면 :guilabel:`저장 위치` 설정을 활성화해야 합니다. 이렇게 하려면 :menuselection:`환경설정 --> " -"설정`으로 이동한 다음 :guilabel:`창고` 섹션 아래의 :guilabel:`저장 위치` 옆 확인란을 활성화합니다." +"설정`으로 이동한 다음 :guilabel:`창고` 섹션 아래의 :guilabel:`보관 위치` 옆 확인란을 활성화합니다." #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_replenishment/scrap_inventory.rst:66 msgid "" @@ -3373,92 +4089,170 @@ msgid "Product tracking" msgstr "제품 추적" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" -msgstr "로트와 일련번호의 차이점은 무엇인가요?" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "소개" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 -msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +msgid "Difference between lots and serial numbers" msgstr "" -"Odoo에서 로트와 일련번호는 운영 기능에서는 유사하지만 동작 방식은 다릅니다. 둘 다 **재고**, **구매**, **판매** 앱 " -"내에서 관리됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." -msgstr "**로트**는 수령한 특정 수의 제품을 하나의 팩에 모두 담아 보관하는 것을 의미합니다." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 -msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -"**일련번호**는 접수부터 배송, 판매 후까지 상품의 전체 이력을 추적할 수 있도록 개별 상품에 부여된 고유 식별 번호입니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" -msgstr "사용해야 할 경우" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -"**로트**는 대량으로 입고되는 품목을 처리할 때 유용하며 보고, 품질 관리 또는 기타 관련 정보를 지원하는 데 도움이 됩니다. 생산 " -"결함이 있는 특정 품목을 식별하는 데 도움이 되며, 특히 의류나 식품의 일괄 생산과 같이 공통된 특성이나 원산지를 가진 일련의 품목을 " -"관리하는 데 유용합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -"**일련번호**는 스마트폰, 노트북, 냉장고, 기타 전자제품 등 애프터서비스가 필요한 제품에 유용합니다. 이러한 제품을 관리하는 방식에 " -"따라 제조업체의 일련번호를 사용할 수도 있고, 사용자 고유의 일련번호를 사용할 수도 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "사용하지 말아야 할 경우" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" +msgstr ":doc:`lots`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" -"키친타올, 화장지, 펜, 종이 블록과 같은 소모품은 생산 결함으로 인해 반품될 가능성이 거의 없기 때문에 로트를 사용하는 것은 실용적이지" -" 않습니다." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" -"각 제품에 일련번호를 부여하는 작업은 시간이 많이 소요될 수 있으며 주로 보증 및/또는 애프터서비스가 제공되는 품목에 유용합니다. 그러나" -" 빵과 같은 품목에 일련 번호를 사용하는 것은 의미가 없습니다." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr ":doc:`serial_numbers`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" -msgstr ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "로트 및 일련번호 활성화" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "재고 관리 설정에서 로트 및 일련번호 기능을 활성화합니다." + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "추적" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 msgid "Expiration dates" @@ -4065,17 +4859,6 @@ msgstr "" "로트는 의류나 식품과 같이 대량으로 입고되거나 제조된 품목을 관리하는 데 유리합니다. 특정 그룹으로 제품을 역추적할 수 있으므로 제품 " "리콜이나 유통기한을 관리할 때 특히 유용성을 제공합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "로트 및 일련번호 활성화" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -4088,10 +4871,6 @@ msgstr "" "--> 설정`으로 이동하여 :guilabel:`추적성` 섹션까지 아래로 스크롤한 다음 :guilabel:`로트 및 일련번호` 옆의 " "확인란을 클릭합니다. 마지막으로 :guilabel:`저장`을 클릭하여 변경 사항을 저장합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "재고 관리 설정에서 로트 및 일련번호 기능을 활성화합니다." - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "로트별 제품 추적" @@ -4228,17 +5007,17 @@ msgstr "" "로트 번호는 **입고** 및 **출고** 상품 모두에 할당할 수 있습니다. 입고되는 상품에 로트 번호를 할당하려면 발주서 양식에서 설정할" " 수 있습니다. 출고 상품의 경우에도 마찬가지로 판매 주문 양식에서 직접 로트 번호를 할당할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "입고에 대한 로트 관리" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "**입고** 상품에 로트 번호를 할당하는 작업은 발주서(PO)에서 바로 수행할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." @@ -4246,7 +5025,7 @@ msgstr "" ":abbr:`PO (발주서)`를 생성하려면 :menuselection:`구매 앱 --> 생성`으로 이동합니다. 이렇게 하면 새로운 빈 " "견적 요청(RFQ) 양식이 표시됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -4256,13 +5035,13 @@ msgstr "" ":abbr:`견적 요청서(RFQ)`에 :guilabel:`공급업체`를 추가하여 필요한 정보를 입력하고, :guilabel:`품목` 탭에서" " :guilabel:`품목 추가`를 클릭하여 원하는 제품을 :guilabel:`제품` 항목에 추가합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr ":guilabel:`수량` 열의 숫자를 변경하여 주문할 제품의 수량을 선택합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -4273,7 +5052,7 @@ msgstr "" ":abbr:`견적 요청서(RFQ)`를 작성했으면 :guilabel:`주문 확인`을 클릭합니다. :abbr:`견적 요청(RFQ)`이 " "확인되면 :guilabel:`발주서`로 전환되고 :guilabel:`입고` 스마트 버튼이 나타납니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -4289,7 +5068,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "로트/일련번호 사용자 오류 팝업 추가." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -4300,7 +5079,7 @@ msgstr "" "있는 햄버거 (가로줄 4개) 아이콘으로 표시된 :guilabel:`추가 옵션` 메뉴를 선택합니다. 해당 아이콘을 클릭하면 " ":guilabel:`세부 작업` 팝업 창이 열립니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " @@ -4309,12 +5088,12 @@ msgstr "" "이 팝업에서 :guilabel:`로트/일련번호 이름` 열이 있는 아래쪽 섹션으로 이동합니다. 여기에서 로트 번호 할당을 비롯한 다양한 " "필드를 설정할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "**수동**으로 입력하거나 **복사/붙여넣기** 방법을 사용하여 로트 번호를 할당할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -4328,7 +5107,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "로트 번호 지정 세부 작업 팝업." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -4338,7 +5117,7 @@ msgstr "" "여러 위치 및 로트에서 수량을 처리하려면 :guilabel:`줄 추가`를 클릭하고 추가 수량을 위해 새 :guilabel:`로트 번호 " "이름`을 입력합니다. `수량 완료`가 `수요`와 일치할 때까지 이 과정을 반복합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -4357,14 +5136,14 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "엑셀 스프레드시트에 복사된 로트 번호 목록입니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" "모든 제품 수량에 로트 번호가 할당되면 :guilabel:`확인`을 클릭하여 팝업을 닫고 :guilabel:`승인`을 선택합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -4376,17 +5155,17 @@ msgstr "" ":guilabel:`추적성 보고서`에 액세스할 수 있으며, 여기에는 :guilabel:`참조` 문서; 추적 중인 " ":guilabel:`품목`; :guilabel:`로트/일련번호`; 등이 포함됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "배송 주문에 대한 로트 관리" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "**출고** 상품에 로트 번호를 할당하는 작업은 판매주문서(SO)에서 바로 수행할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." @@ -4394,7 +5173,7 @@ msgstr "" ":abbr:`SO (판매주문서)`를 생성하려면 :menuselection:`판매 앱 --> 생성`으로 이동합니다. 이렇게 하면 새로운 빈" " 견적서 양식이 표시됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " @@ -4403,14 +5182,14 @@ msgstr "" "빈 견적서 양식에 :guilabel:`고객`을 추가하여 필요한 정보를 입력하고 :guilabel:`주문 항목` 탭에서 " ":guilabel:`품목 추가`를 클릭하여 :guilabel:`품목` 라인에 품목을 새로 추가합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr ":guilabel:`수량` 열의 숫자를 변경하여 판매할 제품의 수량을 선택합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " @@ -4419,7 +5198,7 @@ msgstr "" "견적서 작성이 완료되면 :guilabel:`확인` 버튼을 클릭하여 견적을 확정합니다. 견적이 확인되면 :abbr:`SO (판매주문서)`로" " 전환되고 :guilabel:`배송` 스마트 버튼이 나타납니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " @@ -4428,7 +5207,7 @@ msgstr "" ":guilabel:`배송` 스마트 버튼을 클릭하면 해당 특정 :abbr:`SO (판매주문서)`에 연결된 창고 입고 양식에 액세스할 수 " "있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -4441,7 +5220,7 @@ msgstr "" "있는 햄버거 (가로줄 4개) 아이콘으로 표시된 :guilabel:`추가 옵션` 메뉴를 선택합니다. 해당 아이콘을 클릭하면 " ":guilabel:`세부 작업` 팝업 창이 열립니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" @@ -4450,7 +5229,7 @@ msgstr "" "팝업에서 기본적으로 :guilabel:`로트/일련 번호`가 미리 선택되며, 해당 로트에 재고가 충분할 경우 전체 " ":guilabel:`예약` 수량을 가져옵니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -4460,7 +5239,7 @@ msgstr "" "해당 로트의 재고가 충분하지 않거나 여러 로트에서 :guilabel:`수요`의 일부 수량을 가져와야 하는 경우 전체 수량 중 해당 특정 " "부분만 포함하도록 :guilabel:`완료` 열의 수량을 조정합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -4472,13 +5251,13 @@ msgstr "" ":abbr:`FEFO (선한선출)`)에 따라 달라집니다. 또한 주문 수량과 한 로트에 주문을 처리할 수 있는 충분한 재고가 있는지 여부에" " 따라 달라집니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -4493,7 +5272,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "판매 주문의 출발지 로트 번호에 대한 세부 작업 팝업이 표시됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -4505,7 +5284,7 @@ msgstr "" "업데이트된 :guilabel:`추적성 보고서`가 표시되며, 여기에는 :guilabel:`참조` 문서; 추적 중인 " ":guilabel:`품목`; :guilabel:`날짜` :guilabel:`로트/일련번호`; 등이 포함됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " @@ -4514,11 +5293,11 @@ msgstr "" "제품 수량이 동일한 로트 번호와 연결되어 있는 경우 :guilabel:`추적성 보고서`에는 이전 구매 주문의 :guilabel:`참조` " "영수증도 포함될 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "다양한 작업 유형에 따른 로트 관리" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " @@ -4527,14 +5306,14 @@ msgstr "" "Odoo에서는 기본적으로 발주서에서 품목을 **수령**한 경우에만 새 로트 생성이 허용됩니다. **기존** 로트 번호는 이 용도로 사용할" " 수 없습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" "판매 주문의 경우, 시스템은 배송 주문에 직접 새 로트 번호를 생성하는 기능을 지원하지 않으며 기존 로트 번호의 활용만 허용합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " @@ -4543,7 +5322,7 @@ msgstr "" "모든 작업 유형에서 신규 또는 기존 로트 번호를 사용하는 기능을 수정하려면 :menuselection:`재고 관리 앱 --> 환경설정 " "--> 작업 유형`으로 이동하여 원하는 :guilabel:`작업 유형`을 선택합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -4556,7 +5335,7 @@ msgstr "" ":guilabel:`기존 로트/일련번호 사용` 옵션 옆의 체크박스를 선택하여 :guilabel:`추적성` 섹션의 :guilabel:`기존" " 로트/일련번호 사용` 옵션을 활성화할 수 있습니다. 마지막으로 :guilabel:`저장` 버튼을 클릭하여 변경 사항을 저장합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -4571,7 +5350,7 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "작업 유형 양식에서 추적성 설정을 활성화합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" @@ -4580,11 +5359,11 @@ msgstr "" "로트별로 추적되는 품목이 포함된 창고 간 이동의 경우 창고 입고에 대해 :guilabel:`기존 로트/일련번호 사용` 옵션을 활성화하면 " "재고 관리의 효율성과 정확성을 높일 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "로트 추적성" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " @@ -4593,7 +5372,7 @@ msgstr "" "제조업체와 기업은 추적성 보고서를 참조하여 제품의 전체 수명 주기, 즉 제품의 출처와 보관 위치 및 공급망 내 이동 이력 등을 확인할 수" " 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " @@ -4602,7 +5381,7 @@ msgstr "" "품목의 전체 추적성 또는 로트별 그룹을 확인하려면 :menuselection:`재고 관리 앱 --> 제품 --> 로트/일련번호`로 " "이동합니다. 이렇게 하면 :menuselection:`로트/일련번호`를 관리할 수 있는 전용 대시보드가 표시됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " @@ -4610,7 +5389,7 @@ msgid "" msgstr "" "이 섹션에서는 로트 번호에 연결된 품목이 기본적으로 표시됩니다. 항목을 확장하여 각 품목에 할당된 관련 로트 번호를 표시할 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -4621,7 +5400,7 @@ msgstr "" "기준` 드롭다운을 클릭하고 :guilabel:`사용자 지정 그룹 추가`를 선택한 다음 드롭다운 메뉴에서 " ":guilabel:`로트/일련번호`를 선택합니다. 마지막으로 :guilabel:`적용`을 클릭합니다." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -4633,12 +5412,9 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "로트 및 일련번호 추적 보고서." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 msgid "Use serial numbers to track products" @@ -5266,6 +6042,12 @@ msgstr "" "해당 :guilabel:`일련 번호`에 대한 양식이 표시됩니다. 이 양식에서 :guilabel:`위치` 및 :guilabel:`추적성` " "스마트 버튼을 클릭하면 해당 일련번호를 사용하는 보유 재고 및 이와 관련된 모든 작업에 대한 종합적인 정보를 볼 수 있습니다." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "배송 및 수령" @@ -5671,7 +6453,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "판매주문서 생성하기" @@ -7141,7 +7923,7 @@ msgstr "상품을 바로 입고(1단계)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "발주서 생성" @@ -7159,7 +7941,7 @@ msgstr "" ":guilabel:`주문 확인`을 클릭하여 견적을 새 구매 주문으로 마무리합니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -7233,11 +8015,11 @@ msgstr "" "제조 또는 판매 등 다양한 용도로 사용할 수 있게 됩니다. 그러면 문서 상태가 :guilabel:`완료`로 변경되어 접수 프로세스가 한 " "단계로 완료됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "상품을 바로 배송(1단계)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -7249,7 +8031,7 @@ msgstr "" "다음 드롭다운 필드에서 :guilabel:`고객`을 선택 (또는 생성)하고, 재고가 있는 저장 가능한 :guilabel:`제품`을 주문 " "라인에 추가한 다음 :guilabel:`확인`을 클릭하여 견적을 판매 주문으로 최종 확정합니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -7262,7 +8044,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "판매 주문이 확인되면 배송 스마트 버튼이 표시됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -7275,12 +8057,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "배송 주문 칸반 카드의 1건 처리 중 스마트 버튼." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "배송 처리" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -7290,7 +8072,7 @@ msgstr "배송 주문 (위의 판매 주문과 연결된)을 확인할 때 :guil msgid "Validate the delivery order." msgstr "배송 주문을 확인합니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -7702,46 +8484,46 @@ msgstr "재고 관리 설정에서 다중 단계 경로 및 보관 위치를 활 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " -"goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " +"goods in input, then quality and then stock (3 steps)` for " +":guilabel:`Incoming Shipments`." msgstr "" -"다음으로 3단계 입고를 위해 창고를 구성해야 합니다. :menuselection:`재고 관리 --> 환경설정 --> 창고`로 이동한 후 " -":guilabel:`편집`을 클릭하여 편집합니다. 그런 다음 :guilabel:`입고 상품 입고, 품질, 재고 (3단계)`에 대해 " -":guilabel:`입고 배송`을 선택합니다. 마지막으로 :guilabel:`저장`을 클릭하고 변경 사항을 저장합니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "입고 배송 옵션을 설정하여 3단계로 입고 및 배송을 진행합니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -"3단계 입고 및 배송을 활성화하면 *입고*(WH/입력) 및 *품질 관리*(WH/품질 관리) 두 개의 내부 위치가 새로 생성됩니다.위치의 " -"이름을 변경하려면 :menuselection:`환경설정 --> 위치`로 이동하여 변경할 :guilabel:`위치`를 선택하고 " -":guilabel:`편집`을 클릭한 다음 이름을 업데이트하고 :guilabel:`저장`을 눌러 변경사항을 저장합니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" -msgstr "입고를 3단계 (입고 + 품질 + 재고)로 처리합니다." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -":menuselection:`구매` 앱에서 :guilabel:`생성`을 클릭하여 새 견적을 생성합니다. :guilabel:`공급업체`를 " -"선택하고 저장 가능 :guilabel:`품목`을 추가한 다음 :guilabel:`주문 확인`을 클릭합니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " @@ -7750,11 +8532,11 @@ msgstr "" "오른쪽 상단에 :guilabel:`입고` 스마트 버튼이 나타나고 입고 내역이 구매 주문과 연결됩니다. :guilabel:`입고` 스마트 " "버튼을 클릭하면 입고 주문이 표시됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "입고 처리" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -7772,7 +8554,7 @@ msgstr "" "세 가지 입고 이동 상태에는 어떤 작업이 준비되었고 어떤 작업이 다른 작업을 \n" "기다리고 있는지 표시됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -7784,7 +8566,7 @@ msgstr "" "이동에 선행하는 연결된 단계가 완료될 때까지 다른 이동을 처리할 수 없으므로 두 개의 내부 이동 상태는 :guilabel:`다른 작업 " "대기 중`으로 표시됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -7796,7 +8578,7 @@ msgstr "" "업데이트됩니다. 마찬가지로 *재고*로의 두 번째 내부 이동 상태는 품질 검사를 위한 이동이 :guilabel:`완료`로 표시된 후에만 " ":guilabel:`준비됨`으로 변경됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -7809,7 +8591,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "재고 현황 칸반 보기에서 입고 내역 하나를 처리할 준비가 되었습니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -7826,11 +8608,11 @@ msgstr "" "승인을 클릭하여 입고를 확인하면 제품이 지정된 WH/품질검사 위치로 \n" "전송됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "품질 관리팀으로 이관 처리" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -7842,7 +8624,7 @@ msgstr "" ":menuselection:`재고 관리`앱으로 이동한 다음 :guilabel:`현황` 대시보드에서 :guilabel:`내부 이동` 칸반 " "카드의 :guilabel:`1건 진행 대기` 스마트 버튼을 클릭합니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -7860,11 +8642,11 @@ msgid "" "location." msgstr "내부 이동을 확인하여 품목을 품질검사 위치로 이동합니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "재고로 이관 처리" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -7875,7 +8657,7 @@ msgstr "" ":guilabel:`재고` 현황 대시보드의 :guilabel:`내부 이동` 칸반 카드에 있는 :guilabel:`1건 진행 대기` 스마트" " 버튼을 클릭합니다." -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8416,6 +9198,8 @@ msgid "" "Total = Rule's~Delivery~Cost + (Margin~on~rate \\times Rule's~Delivery~Cost) + Additional~margin\n" "\n" msgstr "" +"총액 = 규칙~배송~비용 + (증거~금~율 \\규칙~배송~비용) + 추가~마진\n" +"\n" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:140 msgid "With the two following rules set up:" @@ -8523,17 +9307,17 @@ msgstr ":guilabel:`총 주문 중량`에 정의된 금액은 제품 양식에 msgid "" "The shipping cost is added to the *sales order line* as the " ":guilabel:`Delivery Product` detailed on the shipping method form." -msgstr "" +msgstr "배송비는 *판매 주문 항목*에 배송 방법 양식에 자세히 설명된 :guilabel:`배송 품목`으로 추가됩니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:195 msgid "" "`Furniture Delivery`, a delivery product with a fixed rate of `$200`, is " "added to sales order `S00088`." -msgstr "" +msgstr "고정 요금 '$200'의 배송 상품인 '가구 배송'이 판매 주문 'S00088'에 추가됩니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:0 msgid "Show delivery order on the sales order line." -msgstr "" +msgstr "판매 주문 항목에 배송 주문을 표시합니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst:203 msgid "Delivery order" @@ -8546,10 +9330,12 @@ msgid "" "on the delivery itself, go to the :guilabel:`Additional Info` tab and modify" " the :guilabel:`Carrier` field." msgstr "" +"판매 주문에 추가된 배송 방법은 배송 주문의 배송업체 세부 정보에 연결됩니다. 배송 자체에 배송 방법을 추가하거나 변경하려면 " +":guilabel:`추가 정보` 탭으로 이동하여 :guilabel:`배송업체` 필드를 수정합니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.rst-1 msgid "Shipping carrier information on the delivery form." -msgstr "" +msgstr "배송 양식의 배송업체 정보입니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:3 msgid "How to get DHL credentials for integration with Odoo?" @@ -8760,10 +9546,12 @@ msgid "" "shipping services for this integration. After saving, the :guilabel:`Public " "and Secret Keys` are generated." msgstr "" +"그런 다음 :guilabel:`서비스 포인트` 옆의 확인란을 선택하고 이 통합에 사용할 배송 서비스를 선택합니다. 저장하면 " +":guilabel:`공개 및 비밀 키`가 생성됩니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst-1 msgid "Configuring the Sendcloud integration and receiving the credentials." -msgstr "" +msgstr "Sendcloud 통합 설정 및 자격 증명 받기." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:83 msgid "Setup in Odoo" @@ -8779,10 +9567,12 @@ msgid "" " the Odoo database. To get started, go to Odoo's :guilabel:`Apps` module, " "search for the :guilabel:`Sendcloud Shipping` integration, and install it." msgstr "" +"Sendcloud 계정을 설정했으면 이제 Odoo 데이터베이스를 구성할 차례입니다. 시작하려면 Odoo의 :guilabel:`앱` 모듈로" +" 이동하여 :guilabel:`Sendcloud 배송` 통합을 검색하여 설치하세요." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst-1 msgid "Sendcloud Shipping module in the Odoo Apps module." -msgstr "" +msgstr "Odoo 앱 모듈의 Sendcloud 배송 모듈입니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:97 msgid "Sendcloud shipping connector configuration" @@ -8795,6 +9585,8 @@ msgid "" ":guilabel:`Sendcloud Connector` setting is found under the " ":guilabel:`Shipping Connectors` section." msgstr "" +"설치가 완료되면 :menuselection:`재고 관리 --> 환경설정 --> 설정`에서 :guilabel:`Sendcloud 배송` " +"모듈을 활성화합니다. guilabel:`Sendcloud 커넥터` 설정은 :guilabel:`배송 커넥터` 섹션 아래에 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:103 msgid "" @@ -8802,6 +9594,8 @@ msgid "" ":guilabel:`Sendcloud Shipping Methods` link below the listed connector. Once" " on the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." msgstr "" +":guilabel:`Sendcloud 커넥터`를 활성화한 후, 나열된 커넥터 아래에 있는 :guilabel:`Sendcloud 배송 " +"방법` 링크를 클릭합니다. guilabel:`배송 방법` 페이지에서 :guilabel:`생성`을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:108 msgid "" @@ -8809,11 +9603,13 @@ msgid "" ":menuselection:`Inventory --> Configuration --> Delivery --> Shipping " "Methods`." msgstr "" +":menuselection:`재고 관리 --> 환경설정 --> 배송 --> 배송 방법`으로 이동하여 :guilabel:`배송 방법`에 " +"액세스할 수도 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:111 msgid "" "Fill out the following fields in the :guilabel:`New Shipping Method` form:" -msgstr "" +msgstr ":guilabel:`새 배송 방법` 양식에 다음 필드를 입력합니다:" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:113 msgid ":guilabel:`Shipping Method`: type `Sendcloud DPD`." @@ -8822,7 +9618,7 @@ msgstr ":guilabel:`배송 방법`: `Sendcloud DPD`를 입력합니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:114 msgid "" ":guilabel:`Provider`: select :guilabel:`Sendcloud` from the drop-down menu." -msgstr "" +msgstr ":guilabel:`공급업체`: 드롭다운 메뉴에서 :guilabel:`Sendcloud`를 선택합니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:115 msgid "" @@ -9029,7 +9825,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:197 msgid "When using a personal carrier contract" -msgstr "" +msgstr "개인 배송업체 계약을 사용하는 경우" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:199 msgid "" @@ -9087,7 +9883,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:3 msgid "How to integrate a third party shipper?" -msgstr "" +msgstr "타사 배송업체를 통합하려면 어떻게 해야 하나요?" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:10 msgid "" @@ -9138,7 +9934,7 @@ msgstr "배송 방법의 **이름**을 변경할 수 있습니다. 이 이름은 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:51 msgid "Flag **Shipping enabled** when you are ready to use it." -msgstr "" +msgstr "사용할 준비가 되면 **배송 사용**에 플래그를 지정합니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:56 msgid "" @@ -9392,7 +10188,7 @@ msgstr "연락처 정보 확인" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:64 msgid "Click the **Request Access Key** button." -msgstr "" +msgstr "**액세스 키 요청** 버튼을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:66 msgid "" @@ -9429,7 +10225,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:15 msgid "" ":ref:`Use Barcode app for pickings `" -msgstr "" +msgstr ":ref:`바코드 앱을 사용하여 피킹하기 `" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:17 msgid "" @@ -9452,7 +10248,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst-1 msgid "Enable the *Batch Transfers* in Inventory > Configuration > Settings." -msgstr "" +msgstr "재고 관리 > 환경설정 > 설정에서 *일괄 이송*을 활성화합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:32 msgid "" @@ -9461,8 +10257,8 @@ msgid "" "under the :guilabel:`Warehouse` heading must also be checked on this " "settings page. When finished, click :guilabel:`Save`." msgstr "" -"일괄 피킹은 Odoo에서 *피킹*작업을 최적화하므로 이 설정 페이지의 :guilabel:`보관 위치` 및 :guilabel:`다중 단계 " -"경로` 섹션 아래의 :guilabel:`창고` 옵션을 반드시 체크해야 합니다. 완료되면 :guilabel:`저장`을 클릭합니다." +"일괄 피킹은 Odoo에서 *피킹*작업을 최적화하므로 이 설정 페이지의 :guilabel:`창고` 섹션 아래의 :guilabel:`보관 " +"위치` 및 :guilabel:`다중 단계 경로` 옵션을 반드시 체크해야 합니다. 완료되면 :guilabel:`저장`을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst-1 @@ -9493,16 +10289,16 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:48 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:131 msgid ":ref:`Delivery in two steps `" -msgstr "" +msgstr ":ref:`2단계 배송 `" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:132 msgid ":ref:`Delivery in three steps `" -msgstr "" +msgstr ":ref:`3단계 배송 `" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst-1 msgid "Set up 2-step or 3-step outgoing shipments." -msgstr "" +msgstr "2단계 또는 3단계 배송을 설정합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:56 msgid "Create batch transfers" @@ -9531,36 +10327,39 @@ msgstr ":guilabel:`담당자`: 피킹에 배정된 직원. 모든 작업자가 msgid "" ":guilabel:`Operation Type`: from the drop-down menu, select the operation " "type under which the picking is categorized." -msgstr "" +msgstr ":guilabel:`작업 유형`: 드롭다운 메뉴에서 피킹이 분류되는 작업 유형을 선택합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:67 msgid "" ":guilabel:`Scheduled Date`: specifies the date by which the " ":guilabel:`Responsible` person should complete the transfer to the output " "location." -msgstr "" +msgstr ":guilabel:`예정 날짜`: :guilabel:`책임자`가 출고 위치로 이송을 완료해야 하는 날짜를 지정합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:70 msgid "" "Next, in the :guilabel:`Transfers` list, click :guilabel:`Add a line` to " "open the :guilabel:`Add: Transfers` window." msgstr "" +"다음으로 :guilabel:`이송` 목록에서 :guilabel:`항목 추가`를 클릭하여 :guilabel:`추가: 이송` 창을 엽니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:73 msgid "" "If the :guilabel:`Operation Type` field was filled, the list will filter " "transfer records matching the selected :guilabel:`Operation Type`." msgstr "" +":guilabel:`작업 유형` 필드가 채워진 경우 목록에서 선택한 :guilabel:`작업 유형`과 일치하는 이송 레코드를 " +"필터링합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:76 msgid "Click the :guilabel:`New` button to create a new transfer." -msgstr "" +msgstr "새 이송을 생성하려면 :guilabel:`신규` 버튼을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:78 msgid "" "Once the transfer records are selected, click :guilabel:`Confirm` to confirm" " the batch picking." -msgstr "" +msgstr "이송 레코드가 선택되면 :guilabel:`확인`을 클릭하여 일괄 피킹을 확인합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:81 msgid "" @@ -9568,10 +10367,12 @@ msgid "" " for the `Pick` :guilabel:`Operation Type`. The :guilabel:`Scheduled Date` " "is set to `August 11`." msgstr "" +"`피킹` :guilabel:`작업 유형`에 대한 새 일괄 이송이 :guilabel:`담당자`, `조엘 윌리스`로 지정되었습니다. " +":guilabel:`예정 날짜`는 `8월 11일`로 설정되어 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:0 msgid "View of *Batch Transfers* form." -msgstr "" +msgstr "*일괄 이동* 양식 보기." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:88 msgid "" @@ -9579,6 +10380,8 @@ msgid "" ":guilabel:`Add:Transfers` window, displaying only pickings. This is because " "the :guilabel:`Operation Type` was set to `Pick` on the batch transfer form." msgstr "" +":guilabel:`항목 추가` 버튼을 클릭하면 선택 항목만 표시되는 :guilabel:`추가:이송` 창이 열립니다. 이는 일괄 이송 " +"양식에서 :guilabel:`작업 유형`이 `선택`으로 설정되었기 때문입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:92 msgid "" @@ -9591,11 +10394,11 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:0 msgid "Select multiple transfers from the *Add:Transfers* window." -msgstr "" +msgstr "*Add:이송* 창에서 여러 개의 이송을 선택합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:101 msgid "Add batch from transfers list" -msgstr "" +msgstr "이동 목록에서 배치 추가" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:103 msgid "" @@ -9626,7 +10429,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:0 msgid "Use *Add to batch* button, from the *Action* button's list." -msgstr "" +msgstr "*작업* 버튼 목록에서 *배치에 추가* 버튼을 사용합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst:120 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:151 @@ -9855,6 +10658,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "모든 제품을 선택했으면 :guilabel:`승인`을 클릭하여 일괄 전송을 :guilabel:`완료`로 표시합니다." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "업무 순서" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "클러스터 피킹" @@ -9864,6 +10834,7 @@ msgid "" "Cluster picking is an advanced order fulfillment approach derived from " ":ref:`batch picking `." msgstr "" +"클러스터 피킹은 :ref:`배치 피킹 `에서 파생된 고급 주문 처리 방식입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:13 msgid "" @@ -9872,6 +10843,8 @@ msgid "" "each storage location, and places the products directly in the package of " "the associated order." msgstr "" +"이 전략에서는 피커가 여러 패키지를 카트에 적재하고 각 패키지를 특정 *판매 주문* (SO)에 할당합니다. 그 후 피커는 각 보관 위치로" +" 이동하여 관련 주문에 해당하는 패키지에 제품을 직접 배치합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:17 msgid "" @@ -9879,6 +10852,8 @@ msgid "" "volumes, and relatively few unique products, since the method eliminates the" " need for sorting products into packages for customers after picking." msgstr "" +"이 방법은 피킹 후 제품을 고객용 패키지로 분류할 필요가 없으므로 주문량이 많고 고유 제품 수가 상대적으로 적은 중간 규모 기업에 특히 " +"효율적입니다. " #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:21 msgid "" @@ -9886,29 +10861,31 @@ msgid "" "orders cannot be prioritized, and optimized batches must be manually created" " beforehand. As a result, the picking process can lead to bottlenecks." msgstr "" +"클러스터 피킹에는 몇 가지 단점이 있습니다. 긴급한 주문에 대해 우선순위를 지정할 수 없으며, 배치를 수동으로 미리 계획해야 하므로 피킹" +" 프로세스 중에 병목 현상이 발생할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:28 msgid "|SO| 1 calls for one apple and orange" -msgstr "" +msgstr "|판매주문서| 1은 사과와 오렌지 1개가 필요합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:29 msgid "|SO| 2 calls for one apple and banana" -msgstr "" +msgstr "|판매주문서| 2는 사과와 바나나 1개가 필요합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:30 msgid "|SO| 3 calls for one apple, orange, and banana" -msgstr "" +msgstr "|판매주문서| 3은 사과와 오렌지, 바나나 1개가 필요합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:32 msgid "" "Apples are stored in Shelf A, oranges in Shelf B, and bananas in Shelf C." -msgstr "" +msgstr "사과는 선반 A에, 오렌지는 선반 B에, 바나나는 선반 C에 보관합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:34 msgid "" "To pick products for three orders at once, the cart is loaded with three " "empty packages." -msgstr "" +msgstr "한 번에 세 건의 주문에 대한 제품을 피킹하기 위해 카트에는 빈 패키지 세 개가 적재됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:36 msgid "" @@ -9917,6 +10894,9 @@ msgid "" "for |SO| 1 and |SO| 3. Finally, the picker pushes the cart to Shelf C, and " "loads packages for |SO| 2 and |SO| 3 with a banana, each." msgstr "" +"피커는 선반 A에서 시작하여 각 패키지에 사과를 포장합니다. 그런 다음 선반 B로 이동하여 |판매주문서| 1과 |판매주문서| 3에 할당된" +" 패키지에 오렌지를 추가합니다. 마지막으로 피커는 선반 C로 이동하여 |판매주문서| 2와 |판매주문서| 3의 패키지에 각각 바나나를 " +"적재합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:40 msgid "" @@ -9924,10 +10904,12 @@ msgid "" "the output location, where the packages are sealed and prepared for " "shipment." msgstr "" +"세 개의 |SOS|에 대한 패키지가 모두 포장되면 피커는 카트를 지정된 출고 위치로 이동합니다. 출고 위치에서 패키지는 밀봉되고 배송 " +"준비가 완료됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:0 msgid "Show example of fulfilling sales orders 2 and 3 at once." -msgstr "" +msgstr "판매 주문 2와 3을 한 번에 처리하는 예시를 보여줍니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:50 msgid "" @@ -9936,10 +10918,12 @@ msgid "" "heading, activate the :guilabel:`Packages` and :guilabel:`Batch Transfers` " "options." msgstr "" +"클러스터 선택을 활성화하려면 먼저 :menuselection:`재고 관리 앱 --> 환경설정 --> 설정`으로 이동합니다. " +":guilabel:`작업` 섹션 아래의 :guilabel:`패키지` 및 :guilabel:`일괄 이송` 옵션을 활성화합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst-1 msgid "Activate *Packages* and *Batch Transfers* features in the settings." -msgstr "" +msgstr "설정에서 *패키지* 및 *일괄 이송* 기능을 활성화합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:58 msgid "" @@ -9948,6 +10932,8 @@ msgid "" "under the :guilabel:`Warehouse` heading, must also be checked on this " "settings page." msgstr "" +"일괄 피킹은 Odoo에서 *피킹*작업을 최적화하므로 이 설정 페이지의 :guilabel:`창고` 섹션 아래의 :guilabel:`보관 " +"위치` 및 :guilabel:`다중 단계 경로` 옵션을 반드시 체크해야 합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:62 msgid "" @@ -9955,6 +10941,8 @@ msgid "" "can be picked from, while *multi-step routes* enable the picking operation " "itself." msgstr "" +"*보관 위치*를 사용하면 피킹할 수 있는 특정 위치에 품목을 보관할 수 있으며, *다중 단계 경로*를 사용하면 피킹 작업을 수행할 수 " +"있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:65 msgid "When finished, click :guilabel:`Save`." @@ -9970,6 +10958,8 @@ msgid "" ":menuselection:`Inventory app --> Products --> Packages`, and click the " ":guilabel:`New` button to create a new package." msgstr "" +":guilabel:`패키지` 기능이 활성화되면 :menuselection:`재고 관리 앱 --> 품목 --> 패키지`로 이동한 후 " +":guilabel:`신규` 버튼을 선택하여 새 패키지를 생성합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:79 msgid "" @@ -9977,6 +10967,8 @@ msgid "" "with the next available `PACK` number in the system. :guilabel:`Pack Date` " "is automatically set to the creation date of the form." msgstr "" +"새 패키지 양식에서 :guilabel:`패키지 참조`는 시스템 내에서 다음으로 접근 가능한 `포장` 번호로 채워집니다. " +":guilabel:`포장 날짜`는 양식의 생성 날짜와 일치하도록 자동으로 구성됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:83 msgid "" @@ -9986,8 +10978,12 @@ msgid "" "simply used as a method of grouping products from the same |SO| together " "before they are moved to the intended shipping box at the output location." msgstr "" +"패키지가 배송 목적으로 사용되는 경우 :guilabel:`패키지 용도` 필드에 대해 :guilabel:`일회용 상자` 옵션을 선택해야 " +"합니다. 패키지가 동일한 |판매주문서|의 품목을 그룹화하는 데만 사용되며 나중에 출고 위치의 지정된 배송 상자로 옮겨질 경우 " +":guilabel:`재사용 가능한 상자` 옵션을 선택합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr ":ref:`패키지 `" @@ -9998,6 +10994,8 @@ msgid "" "their intended shipping boxes, so :guilabel:`Package Use` is set to " ":guilabel:`Disposable Box`." msgstr "" +"클러스터 피킹 워크플로에서는 패키지를 쉽게 식별할 수 있도록 `CLUSTER-PACK-3`로 이름을 지정합니다. 이 워크플로에서는 제품이" +" 원래의 배송 상자를 사용하여 직접 포장되므로 :guilabel:`패키지 용도`는 :guilabel:`일회용 상자`로 설정됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:0 msgid "Create new package form." @@ -10015,12 +11013,17 @@ msgid "" " button becomes visible. Displayed inside the icon is a number representing " "the amount of steps in the outgoing shipment process." msgstr "" +"Odoo에서 클러스터 피킹이 어떻게 작동하는지 확인하려면 :menuselection:`판매` 앱으로 이동하여 동일한 배치에서 함께 주문 " +"처리할 |판매주문서|를 생성합니다. |판매주문서|를 확인하면 :guilabel:`배송` 스마트 버튼이 표시되는 것을 확인할 수 있습니다." +" 버튼 아이콘 안에는 배송 프로세스와 관련된 단계 수를 나타내는 숫자가 표시됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:109 msgid "" "Begin by creating three |SOS| for the apples, oranges, and bananas, as shown" " in the :ref:`example above `." msgstr "" +"위의 `에 표시된 것처럼 사과, 오렌지, 바나나에 대한 세 개의 " +"|판매주문서|를 생성합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:112 msgid "" @@ -10028,10 +11031,12 @@ msgid "" "the number `2`, indicating there are two operations to complete: `Pick` and " "`Delivery`." msgstr "" +"|판매주문|을 확인하면 :guilabel:`배송` 스마트 버튼에 숫자 `2`가 표시되어 다음의 두 가지 작업을 완료해야 함을 나타냅니다:" +" `Pick` 및 `배송`" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:0 msgid "Example sales order for an apple, orange, and banana." -msgstr "" +msgstr "사과, 오렌지, 바나나에 대한 판매 주문 예시입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:119 msgid "" @@ -10040,6 +11045,8 @@ msgid "" ":guilabel:`Delivery Orders` or :guilabel:`Pick` (whichever is the first " "operation in the delivery flow)." msgstr "" +"|판매주문|이 생성되었으면 다음 단계는 주문을 일괄 처리로 그룹화하는 것입니다. 이렇게 하려면 *재고 관리* 대시보드로 이동하여 배송 " +"흐름의 첫 번째 작업인 :guilabel:`배송 주문` 또는 :guilabel:`피킹`을 위한 카드를 선택합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:123 msgid "" @@ -10047,12 +11054,14 @@ msgid "" ":guilabel:`Ready` status, indicating that all the products in the |SO| are " "in stock." msgstr "" +"이렇게 하면 배송 작업의 필터링된 목록이 :guilabel:`준비` 상태로 표시되며, 이 상태는 |판매주문|의 모든 제품이 재고가 있음을" +" 나타냅니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:127 msgid "" "Cluster pick batches can be created for outgoing shipments in one, two, or " "three steps." -msgstr "" +msgstr "1단계, 2단계 또는 3단계로 배송 패키지에 대한 클러스터 피킹 배치를 생성할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:130 msgid ":ref:`Delivery in one step `" @@ -10065,6 +11074,8 @@ msgid "" ":guilabel:`⚙️ Actions (gear)` button, and select the :guilabel:`Add to " "batch` option from the resulting drop-down menu." msgstr "" +"관련 발신 작업의 왼쪽에 있는 확인란을 선택하여 배치에 포함시킵니다. 원하는 작업을 선택했으면 :guilabel:`⚙️ 작업(기어)` " +"버튼을 클릭하고 드롭다운 메뉴에서 :guilabel:`배치에 추가` 옵션을 선택합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:139 msgid "" @@ -10072,18 +11083,20 @@ msgid "" "`, in a warehouse configured with " "two-step outgoing shipments, the following pick operations are selected:" msgstr "" +":ref:`위의 예시 `와 유사하게 클러스터 배치를 생성하려면 " +"2단계 출고로 구성된 창고에서 다음 피킹 작업이 선택됩니다:" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:143 msgid "`WH/PICK/00007`: linked to |SO| 88 for one apple and orange." -msgstr "" +msgstr "`WH/PICK/00007`: 사과와 오렌지 한 개를 |판매주문서| 88에 연결합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:144 msgid "`WH/PICK/00008`: linked to |SO| 89 for one apple and banana." -msgstr "" +msgstr "`WH/PICK/00008`: 사과와 바나나 한 개를 |판매주문서| 89에 연결합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:145 msgid "`WH/PICK/00009`: linked to |SO| 90 for one apple, orange, and banana." -msgstr "" +msgstr "`WH/PICK/00009`: 사과, 오렌지, 바나나 1개를 |판매주문서| 90에 연결합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:154 msgid "" @@ -10091,12 +11104,14 @@ msgid "" "to :guilabel:`an existing batch transfer`, or create :guilabel:`a new batch " "transfer`." msgstr "" +":guilabel:`추가` 필드에 있는 두 가지 옵션 중 하나를 선택하여 :guilabel:`기존 일괄 이송`에 추가하거나 " +":guilabel:`새 일괄 이송`을 만듭니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:157 msgid "" "To create draft batch pickings to be confirmed at a later date, select the " ":guilabel:`Draft` checkbox." -msgstr "" +msgstr "나중에 승인할 초안 일괄 피킹 항목을 만들려면 :guilabel:`초안` 확인란을 선택합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:167 msgid "Process batches" @@ -10107,18 +11122,20 @@ msgid "" "To process batches, navigate to :menuselection:`Inventory app --> Operations" " --> Batch Transfers`. Click on a batch to select it." msgstr "" +"일괄 처리를 하려면 :menuselection:`재고 관리 앱 --> 작업 --> 일괄 이송`으로 이동합니다. 배치를 클릭하여 " +"선택합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:172 msgid "" "In the :guilabel:`Detailed Operations` tab, products that are to be picked " "are grouped by location." -msgstr "" +msgstr ":guilabel:`세부 작업` 탭에 선택하려는 제품이 위치별로 그룹화됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:174 msgid "" "Under the :guilabel:`Source Package` or :guilabel:`Destination Package` " "field, enter the package used for the picking." -msgstr "" +msgstr ":guilabel:`원 패키지` 또는 :guilabel:`목적지 패키지` 필드에 피킹에 사용된 패키지를 입력합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:178 msgid "" @@ -10127,12 +11144,15 @@ msgid "" "package>`. This means the products are temporarily placed in a container " "during picking, before getting transferred to their final shipping box." msgstr "" +":ref:`패키지 양식 `에서 피킹 패키지가 *재사용 가능*으로 설정된 경우 " +":guilabel:`원 패키지` 필드를 사용합니다. 이 필드는 제품을 최종 배송 상자로 옮기기 전에 피킹 프로세스 중에 컨테이너에 임시로" +" 보관할 때 사용됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:182 msgid "" "Alternatively, use the :guilabel:`Destination Package` field when the " "product is directly placed in its *disposable* shipping box during picking." -msgstr "" +msgstr "피킹 중에 제품을 *일회용* 배송 상자에 직접 넣는 경우에는 :guilabel:`목적지 패키지` 필드를 사용해야 합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:186 msgid "" @@ -10140,6 +11160,8 @@ msgid "" "bananas :ref:`example ` by assigning" " each picking to a dedicated package." msgstr "" +"각 피킹을 전용 패키지에 할당하여 사과, 오렌지, 바나나 세 가지 주문에 대한 클러스터 배치 :ref:`예시 " +"`를 처리합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:189 msgid "" @@ -10147,16 +11169,18 @@ msgid "" " all three pickings to one of the three disposable packages, `CLUSTER-" "PACK-1`, `CLUSTER-PACK-2`, or `CLUSTER-PACK-3`." msgstr "" +"사과의 보관 위치가 `WH/Stock/선반 A`인 경우, 세 번의 피킹에서 나온 사과를 `CLUSTER-PACK-1`, `CLUSTER-" +"PACK-2`, `CLUSTER-PACK-3` 중 하나에 할당할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:192 msgid "" "Record this in Odoo using the :guilabel:`Destination Package` field in the " ":guilabel:`Detailed Operations` tab." -msgstr "" +msgstr ":guilabel:`세부 작업` 탭의 :guilabel:`대상 패키지` 필드를 사용하여 Odoo에 기록합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:0 msgid "Example of processing cluster pickings in *Inventory*." -msgstr "" +msgstr "*재고 관리*에서 클러스터 피킹을 처리하는 예시입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:200 msgid "In Barcode" @@ -10168,6 +11192,8 @@ msgid "" ":guilabel:`Batch Transfers` button from the *Barcode* dashboard. Then, " "select the desired batch." msgstr "" +"*바코드* 앱에서 직접 클러스터 피킹을 처리하려면 *바코드* 대시보드에서 :guilabel:`일괄 이송` 버튼을 선택합니다. 그런 다음 " +"원하는 배치를 선택합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:205 msgid "" @@ -10175,6 +11201,7 @@ msgid "" "location, and each line is color-coded to associate products in the same " "picking together." msgstr "" +"일괄 이송 화면에서 피킹에 포함된 제품은 위치별로 그룹화되며, 각 라인은 색상으로 구분되어 동일한 피킹에 포함된 제품을 서로 연결합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:208 msgid "" @@ -10182,11 +11209,13 @@ msgid "" "the storage location of the first product. Then, scan the barcode for the " "product and package to process the transfer." msgstr "" +"그런 다음 안내에 따라 첫 번째 제품의 보관 위치에 해당하는 :guilabel:`원본 위치 스캔` 바코드를 입력합니다. 그런 다음 제품 " +"및 패키지의 바코드를 스캔하여 이송 프로세스를 시작합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:211 msgid "" "Repeat this for all products, and click the :guilabel:`Validate` button." -msgstr "" +msgstr "모든 품목에 대해 이 프로세스를 반복하고 :guilabel:`승인` 버튼을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:214 msgid "" @@ -10195,16 +11224,18 @@ msgid "" "(gear)` icon at the top of the package form, and select the " ":guilabel:`Print` option." msgstr "" +"패키지 바코드를 찾으려면 :menuselection:`재고 관리 앱 --> 품목 --> 패키지`로 이동한 다음 원하는 패키지를 " +"선택합니다. 패키지 양식 상단의 :guilabel:`⚙️ (기어)` 아이콘을 클릭한 다음 :guilabel:`인쇄` 옵션을 선택합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:218 msgid "" "Next, select one of the three print options to generate the package barcode " "from the :guilabel:`Package Reference` field." -msgstr "" +msgstr "그런 다음 세 가지 인쇄 옵션 중 하나를 선택하고 :guilabel:`패키지 참조` 필드에서 패키지 바코드를 생성합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:0 msgid "Display where the package barcode can be generated." -msgstr "" +msgstr "패키지 바코드를 생성할 수 있는 위치를 표시합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:226 msgid "" @@ -10213,22 +11244,27 @@ msgid "" "`. Doing so highlights all the pickings that need " "products from this particular location." msgstr "" +"클러스터 피킹 처리를 시작하려면 먼저 첫 번째 보관 위치인 `선반 A`로 이동합니다. 그런 다음 바코드 스캐너를 사용하여 :ref:`위치" +" 바코드 `를 스캔합니다. 이 작업은 해당 특정 위치의 제품이 필요한 모든 피킹을 강조 " +"표시합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:230 msgid "" "Scan the barcode for the apple, which highlights the picking (labeled in " "red) for the product `Apple`, for the picking, `WH/PICK/00007`." msgstr "" +"`사과`의 바코드를 스캔합니다. 이 작업은 피킹 (빨간색으로 표시됨)을 강조 표시하며, `WH/PICK/00007`인 사과 품목에 대한 " +"피킹입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:233 msgid "" "Then, scan the `CLUSTER-PACK-1` package barcode, and place the product in " "the designated package." -msgstr "" +msgstr "그런 다음 `CLUSTER-PACK-1` 패키지 바코드를 스캔하여 지정된 패키지에 제품을 넣습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:0 msgid "Example of cluster batch from the *Barcode* app." -msgstr "" +msgstr "*바코드* 앱에서 클러스터 배치의 예입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:240 msgid "" @@ -10236,10 +11272,12 @@ msgid "" "suggests the specified package by displaying the name *in italics* under the" " product name, ensuring pickers place products into the correct boxes." msgstr "" +"일괄 이송을 생성하고 피킹에 패키지를 할당할 때 Odoo는 제품 이름 아래에 *기울임체*로 이름을 표시하여 지정된 패키지를 추천합니다. " +"이렇게 하면 피킹 담당자가 지정된 상자에 제품을 정확하게 넣을 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:3 msgid "Organize a cross-dock in a warehouse" -msgstr "" +msgstr "창고에서 크로스도킹 설정하기" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:5 msgid "" @@ -10576,6 +11614,624 @@ msgstr "설정이 완료되면 :guilabel:`저장`을 클릭하여 모든 변경 msgid ":doc:`../inventory_management/count_products`" msgstr ":doc:`../inventory_management/count_products`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "5" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "2" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "1" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "만료 일자" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "3" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "선입선출 전략으로 판매 주문을 위해 두 개의 로트가 예약되어 있습니다." + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "세부 작업은 피킹을 위해 어떤 로트가 선택되는지 보여줍니다." + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "위탁: 재고를 소유하지 않고 재고를 사고 파는 행위" @@ -10999,16 +12655,19 @@ msgid "" ":menuselection:`Configuration --> Storage Categories` to create a new " "storage category." msgstr "" +"보관 장소 카테고리를 생성하려면 :menuselection:`재고 관리 --> 환경설정 --> 보관 장소 카테고리`로 이동하여 " +":guilabel:`생성`을 선택합니다. 그런 다음 :guilabel:`저장`을 클릭하고 :guilabel:`보관 장소 카테고리`를 " +"클릭하거나 :guilabel:`환경설정 --> 보관 장소 카테고리`로 이동하여 새 스토리지 카테고리를 생성합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst-1 msgid "" "Create Storage Categories inside Odoo Inventory configuration settings." -msgstr "" +msgstr "Odoo 재고 관리 환경설정에서 보관 장소 카테고리를 생성합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:102 msgid "" "First, click :guilabel:`Create` and type a name for the storage category." -msgstr "" +msgstr "먼저 :guilabel:`생성`을 클릭하고 보관 장소 카테고리의 이름을 입력합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:104 msgid "" @@ -11016,36 +12675,38 @@ msgid "" "package type. The :guilabel:`Allow New Product` field defines when the " "location is considered available to store a product:" msgstr "" +"다음으로 무게, 제품 또는 패키지 유형에 따라 용량을 제한하는 옵션이 있습니다. :guilabel:`새 품목 허용` 필드는 위치가 새 " +"제품을 보관할 준비가 된 것으로 간주되는 시기를 결정합니다:" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:108 msgid "" ":guilabel:`If location is empty`: a product can be added there only if the " "location is empty." -msgstr "" +msgstr ":guilabel:`위치가 비어 있는 경우`: 해당 위치가 비어 있는 경우에만 품목을 추가할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:109 msgid "" ":guilabel:`If products are the same`: a product can be added there only if " "the same product is already there." -msgstr "" +msgstr ":guilabel:`품목이 동일한 경우`: 해당 위치에 동일한 제품이 이미 있는 경우에만 품목을 추가할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:111 msgid "" ":guilabel:`Allow mixed products`: several different products can be stored " "in this location at the same time." -msgstr "" +msgstr ":guilabel:`혼합 제품 허용`: 이 위치에 여러 가지 제품을 동시에 저장할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:114 msgid "" "Once the storage category settings are saved, the storage category can be " "linked to a location." -msgstr "" +msgstr "보관 카테고리 설정을 저장하면 보관 카테고리를 특정 위치에 연결할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst-1 msgid "" "When a Storage Category is created, it can be linked to a warehouse " "location." -msgstr "" +msgstr "보관 카테고리를 생성하면 창고 위치와의 연결을 설정할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:121 msgid "Storage categories in putaway rules" @@ -11056,83 +12717,130 @@ msgid "" "To continue the example from above, apply the \"High Frequency Pallets\" on " "the PAL1 and PAL2 locations and rework the putaway rules as follows:" msgstr "" +"앞서 언급한 예에서 계속하여 PAL1 및 PAL2 위치에 \"고빈도 팔레트\"를 구현하고 아래에 설명된 대로 보관 규칙을 수정합니다:" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:126 msgid "Assume one pallet of lemonade cans is received:" -msgstr "" +msgstr "레모네이드 캔 팔레트 하나가 도착했다고 가정합니다:" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:128 msgid "" "If PAL1 and PAL2 are empty, the pallet will be redirected to " "WH/Stock/Pallets/PAL1." -msgstr "" +msgstr "PAL1과 PAL2가 비어 있으면 팔레트가 WH/재고/팔레트/PAL1로 리디렉션됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:129 msgid "" "If PAL1 is full, the pallet will be redirected to WH/Stock/Pallets/PAL2." -msgstr "" +msgstr "PAL1이 가득 차면 팔레트가 WH/재고/팔레트/PAL2로 리디렉션됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:130 msgid "" "If PAL1 and 2 are full, the pallet will be redirected to WH/Stock/Pallets." -msgstr "" +msgstr "PAL1과 2가 가득 차면 팔레트가 WH/재고/팔레트로 리디렉션됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst-1 msgid "Storage Categories used in a variety of putaway rules." -msgstr "" +msgstr "보관 카테고리는 다양한 보관 규칙에 사용됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" -msgstr "제거 전략 (선입선출, 후입선출, 선한선출)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 -msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +msgid "Removal strategies" msgstr "" -"창고가 있는 기업의 경우, 창고에서 어떤 제품을 언제 회수할지 결정하는 데 있어 **제거 전략**이 중요한 역할을 합니다. 이러한 전략은" -" 일반적으로 특정 피킹 작업에 맞게 조정되며, 기업이 최적의 제품을 선택하고, 주문 피킹 중 작업자의 이동 거리를 최소화하며, 유통기한이" -" 지난 제품의 재배치 등 품질 관리 고려 사항을 해결하는 데 도움이 됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -"일반적으로 *제거 전략*은 작업자의 이동 거리를 최적화하고, 품질 관리 요구 사항을 해결하거나, 유통기한이 가장 가까운 제품을 우선적으로" -" 재배치하고, 가장 적합한 제품을 선택하기 위해 피킹 작업 내에 정의됩니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" -"제품을 이동해야 하는 경우 Odoo는 이동에 할당할 수 있는 사용 가능한 제품을 찾습니다. Odoo가 이러한 제품을 할당하는 방법은 " -":guilabel:`제품 카테고리` 또는 :guilabel:`위치` 대시보드에 지정된 :guilabel:`제거 전략`에 따라 달라집니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 -msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "기준" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 +msgid "" +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" -":guilabel:`제거 전략`을 변경하려면 :menuselection:`재고 관리 앱 --> 환경설정 --> 위치` 또는 " -":menuselection:`품목 카테고리`로 이동합니다. :guilabel:`위치` 또는 :guilabel:`품목 카테고리`를 클릭한 " -"다음 :guilabel::`편집`을 클릭합니다. 드롭다운 메뉴를 클릭하고 :guilabel:`강제 제거 전략` 또는 위치 " -":guilabel:`제거 전략` 중 원하는 제거 전략을 선택합니다. 새로운 제거 전략을 선택했으면 :guilabel:`저장`을 클릭하여 " -"변경 사항을 적용합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 msgid "" @@ -11140,699 +12848,210 @@ msgid "" "Locations." msgstr "품목 카테고리 또는 위치에 대한 강제 제거 전략을 변경합니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "창고 안에서는 어떤 일이 발생하나요?" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." -msgstr "" -"대부분의 창고는 입고 도킹 구역과 분류 구역, 보관 장소, 피킹 및 포장 구역, 배송/적재 도킹 구역과 같은 공통된 주요 구역이 " -"있습니다. 창고에 들어오고 나가는 모든 제품은 어느 단계에서든 이러한 각 위치를 거치게 되지만, 제거 전략에 따라 어떤 제품을 언제, " -"어디서, 어디로 가져갈지는 달라질 수 있습니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 -msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" -"아래 예시에서는 공급업체 트럭이 입고 구역에서 상품 팔레트를 하역합니다. 그런 다음 작업자가 입고 구역에서 입고 날짜와 유통기한이 표시된" -" 제품을 스캔합니다. 그 후 제품은 각자 지정된 보관 장소에 보관됩니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "모든 품목에 유효기간이 있는 것은 아니지만 이 예제에서는 만료일이 적용됩니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" -"Odoo에서 :menuselection:`재고 관리` 앱으로 이동하여 품목을 입고하고 칸반 보기에서 :guilabel:`입고` 또는 " -":guilabel:`# 진행 대기` 버튼을 클릭합니다. :guilabel:`입고` 현황판에서 개별 입고 내역을 찾아 클릭하면 창고 접수 " -"양식이 열립니다. :guilabel:`편집`을 클릭한 다음 :guilabel:`완료` 열에 입고 수량을 입력합니다. 마지막으로 " -":guilabel:`승인`을 클릭하여 입고를 완료하고 Odoo 데이터베이스에 등록합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -"Odoo *바코드* 앱을 통해서도 제품을 입고할 수 있습니다. *바코드* 앱을 사용할 경우, 제품을 스캔하고 필요에 따라 수량을 조정한 " -"후 :guilabel:`승인`을 클릭합니다. Odoo에 제품이 입고되면 해당 제품을 지정된 보관 장소로 옮길 수 있습니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -"아래에서 동일한 예제를 계속 살펴보면서 이전에 입입고된 제품 중 유통기한이 포함된 제품에 대해 여러 건의 판매 주문이 접수되었다고 가정해" -" 보겠습니다. 이 경우 제품이 같은 날에 입고되지 않았고 유통기한이 서로 다르기 때문에, 먼저 또는 마지막으로 입고된 제품이 아니라 " -"유통기한이 가장 가까운 제품을 우선적으로 발송하는 것이 합리적입니다. Odoo는 해당 제품에 대해 구성된 선택된 제거 전략(이 예제에서는" -" :ref:`FEFO `)을 사용하여 만료일이 가장 빠른 제품에 대해 피킹 영역, 포장 영역을 거쳐 최종적으로 " -"고객에게 배송하기 위해 배송 구역으로 전송을 생성합니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -"유통기한을 고려하여 배송을 위해 포장 구역에서 제품을 \n" -"포장합니다." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -"배송 피킹의 경우 이동 양식에서 제품의 로트/일련 번호를 찾을 수 있습니다. 피킹 및 배송에 대해 자세히 알아보려면 :ref:`2단계 " -"배송 ` 또는 :ref:`3단계 배송 " -"` 문서를 참조하세요." -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" -msgstr "각 제거 전략이 작동하는 방식" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." -msgstr "제거 전략은 주문이 확인되면 창고에서 어떤 제품을 가져올지 결정합니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "선입선출 (FIFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." -msgstr "" -":guilabel:`선입선출 (FIFO)` 전략을 사용하는 경우, 제품에 대한 수요가 발생하면 재고에 가장 먼저 입고된 로트/일련 번호," -" 즉 가장 오랜 기간 동안 재고로 남아 있는 제품에 대한 이동을 요청하는 제거 규칙이 트리거됩니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." -msgstr "" -"예를 들어 창고에 3개의 못 로트가 있고 각각 `00001`, `00002`, `00003` 로트 번호와 연결되어 있다고 가정하겠습니다." -" 각 로트에는 5개의 못 상자가 들어 있습니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 -msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" -"로트 `00001`은 5월 23일에, 로트 `00002`는 5월 25일에, 로트 `00003`은 6월 1일에 재고에 입고되었습니다. " -"고객이 6월 11일에 6박스를 주문합니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." -msgstr "" -":abbr:`FIFO(선입선출)' 제거 전략을 사용하는 경우, 이전 요청은 `00001` 로트가 먼저 입고되었으므로 `00001` 로트의" -" 상자 5개를 먼저 선택한 다음, `00002` 로트의 상자에서 선택합니다. 로트 `00002`의 상자는 로트 `00001` 다음으로 " -"수령 날짜가 가장 오래되었기 때문에 다음으로 가져옵니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." -msgstr "이동에 대한 세부 작업에는 제거해야 할 못 상자의 로트가 표시됩니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "후입선출 (LIFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 -msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." -msgstr "" -":abbr:`FIFO (선입선출)` 방식과 마찬가지로, :guilabel:`LIFO (후입선출)` 제거 전략은 창고에 입고된 날짜에 따라" -" 제품을 정렬하는 방식으로 작동합니다. 그러나 가장 오래된 재고를 제거하는 것과는 달리 **최신** 재고를 제거 대상으로 선택합니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 -msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." -msgstr "" -":abbr:`LIFO (후입선출)` 방법을 사용하여 제품을 주문할 때마다 가장 최근에 재고에 입고된 로트/일련 번호 (창고 재고의 일부가" -" 된 **마지막** 로트/일련 번호)에 대한 전송이 생성됩니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." -msgstr "" -"많은 국가에서는 오래되거나 유통기한이 지난 제품 또는 단종된 제품이 고객에게 배송될 가능성이 있기 때문에 :abbr:`LIFO " -"(후입선출)` 제거 전략의 사용이 금지되어 있습니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 -msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." -msgstr "" -"예를 들어 창고에 `10001`, `10002`, `10003` 로트 번호로 식별되는 세 개의 나사 상자가 있다고 가정해 보겠습니다. 각" -" 로트에는 10개의 나사가 들어 있습니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 -msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" -"로트 `10001`은 6월 1일에, 로트 `10002`는 6월 3일에, 로트 `10003`은 6월 6일에 재고에 입고되었습니다. 고객이 " -"6월 8일에 7박스를 주문합니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." -msgstr "" -"로트 `10003`이 가장 최근에 재고에 추가된 로트이기 때문에 :abbr:`LIFO (후입선출)` 제거 전략을 적용하면 로트 " -"`10003`의 나사 7개 상자에 대한 이송이 시작됩니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "세부 작업은 피킹을 위해 어떤 로트가 선택되는지 보여줍니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" -msgstr "선한선출 (FEFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 -msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." -msgstr "" -":abbr:`FIFO (선입선출)` 및 :abbr:`LIFO (후입선출)` 방식은 모두 창고에 입고된 날짜를 기준으로 제거할 품목의 " -"우선순위를 지정하지만 :guilabel:`FEFO (선한선출)` 방식은 지정된 유통기한에 따라 제품을 제거하는 데 중점을 둡니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" -":abbr:`FEFO (선한선출)` 제거 전략을 사용하는 경우 이 전략이 할당된 품목이 포함된 각 판매 주문은 주문 날짜에 가장 가까운 " -"만료일을 가진 품목에 대해 전송을 요청합니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" -"예를 들어 6개들이 달걀 상자가 3개 로트인 시나리오를 생각해 보겠습니다. 이러한 로트는 `20001`, `20002`, `20003`의" -" 로트 번호로 식별되며, 각 로트에는 5개씩의 상자가 들어 있습니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" -"로트 `20001`은 7월 1일에 입고되어 7월 15일에 만료되고, 로트 `20002`는 7월 2일에 입고되어 7월 14일에 만료되며, " -"로트 `20003`은 7월 3일에 입고되어 7월 21일에 만료됩니다. 고객이 7월 5일에 상자 6개를 주문합니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." -msgstr "" -":abbr:`FEFO (선한선출)` 방법을 적용하면 로트 `20002`의 상자 5개와 로트 `20001`의 상자 1개에 대한 이동이 " -"시작됩니다. 로트 `20002`의 모든 상자는 만료일이 가장 빠르기 때문에 이동됩니다. 또한 로트 `20001`의 상자 1개는 로트 " -"`20002` 다음으로 만료일이 가깝기 때문에 이동에 포함됩니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "LIFO" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "제거 전략 사용" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 -msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." -msgstr "" -"일부 제품 단위를 다른 제품과 구분하려면 :guilabel:`로트` 또는 :guilabel:`일련 번호`로 단위를 추적해야 합니다. " -"이렇게 하려면 :menuselection:`재고 관리 --> 환경설정 --> 설정`으로 이동합니다. 그런 다음 :guilabel:`보관 " -"위치`, :guilabel:`다중 단계 경로` 및 :guilabel:`로트 및 일련번호` 설정을 활성화합니다. 변경 사항을 적용하고 " -"저장하려면 :guilabel:`저장`을 클릭합니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." -msgstr ":alt: 추적성 설정." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr ":alt: 창고 설정." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 -msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." -msgstr "" -":abbr:`FEFO (선한선출)` 제거 전략을 사용하려면 :guilabel:`만료일` 설정도 활성화해야 합니다. 이렇게 하려면 " -":menuselection:`재고관리 앱 --> 환경설정 --> 설정`으로 이동하여 :guilabel:`추적가능성` 섹션까지 아래로 " -"스크롤한 다음 :guilabel:`유통기한` 옆의 확인란을 선택합니다. 마지막으로 :guilabel:`저장`을 클릭하여 변경 사항을 " -"적용합니다." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 -msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 msgid "Closest Location" msgstr "가까운 위치" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 +msgid "Least Packages" +msgstr "최소 패키지" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "LOT 및 일련번호" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "제거 전략 사용" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "패키지" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." +msgid "Enable lots and serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 +msgid "" +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 +msgid "Locations and routes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 +msgid "" +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 +msgid "" +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." +msgid "Enable the locations and route features." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "FIFO (선입선출)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "LIFO (후입선출)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "FEFO (선한선출)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 msgid "Sell stock from multiple warehouses using virtual locations" -msgstr "" +msgstr "가상 위치를 사용하여 여러 창고에서 재고 판매하기" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:5 msgid "" @@ -11840,6 +13059,8 @@ msgid "" "smaller companies, bigger companies might need to keep stock in, or sell " "from, multiple warehouses in multiple locations." msgstr "" +"하나의 창고에서 재고를 관리하고 제품을 판매하는 것이 소규모 기업에는 적합할 수 있지만, 대규모 기업에서는 여러 위치에 있는 여러 " +"창고에서 재고를 관리하고 판매할 수 있는 기능이 필요할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:9 msgid "" @@ -11848,6 +13069,8 @@ msgid "" " warehouses to satisfy sales demands can be done by using *virtual " "locations*." msgstr "" +"Odoo에서는 단일 판매 주문에 포함된 제품을 두 개 이상의 창고에서 재고를 가져올 수 있습니다. *가상 위치*를 활용하면 판매 수요를 " +"충족하기 위해 여러 창고에서 제품을 가져오는 프로세스가 용이해집니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:14 msgid "" @@ -11856,6 +13079,8 @@ msgid "" " Routes` features will need to be enabled in the :menuselection:`Settings` " "app." msgstr "" +"창고에 가상 위치를 설정하고 다음 단계를 진행하려면 :menuselection:`설정` 앱에서 :guilabel:`보관 위치` 및 " +":guilabel:`다중 단계 경로` 기능을 사용하도록 설정해야 합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:18 msgid "" @@ -11864,10 +13089,13 @@ msgid "" "next to :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes`. " "Then, :guilabel:`Save` the changes to finish." msgstr "" +"이러한 기능을 활성화하려면 :menuselection:`재고 관리 --> 환경설정 --> 설정`으로 이동하여 :guilabel:`창고` " +"섹션까지 아래로 스크롤한 다음 :guilabel:`보관 위치` 및 :guilabel:`다중 단계 경로` 옆의 확인란을 선택합니다. 그런 " +"다음 :guilabel:`저장`을 클릭하여 변경 사항을 적용합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:23 msgid "Create and configure a virtual parent location" -msgstr "" +msgstr "가상 상위 위치 생성 및 설정" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:25 msgid "" @@ -11875,6 +13103,8 @@ msgid "" " created. This new warehouse will act as a *virtual* warehouse, and will be " "the *parent* location of other physical warehouses." msgstr "" +"가상 재고 위치를 생성하기 전에 새 창고를 생성해야 합니다. 새로 생성된 창고는 *가상* 창고로 작동하며 다른 물리적 창고의 *상위* " +"위치 역할을 합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:31 msgid "" @@ -11884,6 +13114,8 @@ msgid "" "on-hand. In this case, stock from these two (or more) warehouses could be " "used to fulfill a single sales order." msgstr "" +"가상 창고는 여러 개의 물리적 창고를 운영하는 기업에게 적합합니다. 특히 한 창고에서 특정 제품의 재고가 부족한 반면 다른 창고에는 " +"재고가 남아 있는 경우에 유용합니다. 이러한 경우 두 개 이상의 창고에 있는 재고를 활용하여 단일 판매 주문을 처리할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:36 msgid "" @@ -11891,6 +13123,8 @@ msgid "" "stored in a company's physical warehouses, and is used (for traceability " "purposes) to create a hierarchy of locations in Odoo." msgstr "" +"\"가상\" 창고는 회사의 물리적 창고에 저장된 모든 재고를 통합하는 단일 애그리게이터 역할을 하며, 특히 추적성을 목적으로 Odoo에서" +" 위치 계층을 설정하는 데 사용됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:41 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:58 @@ -11905,6 +13139,9 @@ msgid "" "warehouse details can be changed under the :guilabel:`Warehouse " "Configuration` tab." msgstr "" +"새 창고 생성을 시작하려면 :menuselection:`재고 관리 --> 환경설정 --> 창고`로 이동한 후 :guilabel:`생성`을" +" 클릭합니다. 그 후 창고 :guilabel:`이름` 및 :guilabel:`별칭`을 수정할 수 있으며, 창고 세부 정보는 " +":guilabel:`창고 구성` 탭에서 추가로 조정할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:48 msgid "" @@ -11916,30 +13153,36 @@ msgid "" "depend on the warehouse's procurement process, and might differ for " "individual products or product categories." msgstr "" +":guilabel:`배송` 섹션에서 :guilabel:`1단계`, :guilabel:`2단계`, :guilabel:`3단계` 라디오 버튼" +" 중 하나를 선택하여 :guilabel:`입고 배송` 및 :guilabel:`출고 배송`을 처리하는 데 사용되는 단계 수를 지정합니다. " +":guilabel:`입고 배송` 및 :guilabel:`출고 배송`에 대한 선택 사항은 창고의 조달 프로세스와 일치해야 하며 개별 품목 " +"또는 품목 카테고리에 따라 다를 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:55 msgid "" ":doc:`How to choose the right flow to handle receipts and deliveries? " "`" msgstr "" +":doc:`입고 및 배송을 처리하는 데 적합한 플로우를 선택하는 방법은 무엇인가요? " +"`" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:58 msgid "" "Under the :guilabel:`Resupply` heading, configure the method(s) for how the " "warehouse resupplies its inventory:" -msgstr "" +msgstr ":guilabel:`재고 보충` 섹션 아래에서 창고에서 재고를 보충하는 방법을 설정합니다:" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:61 msgid "" ":guilabel:`Resupply Subcontractors`: resupply subcontractors with components" " from this warehouse." -msgstr "" +msgstr ":guilabel:`하청업체 재공급`: 이 창고에 있는 부품을 하청업체에 재공급합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:62 msgid "" ":guilabel:`Manufacture to Resupply`: when products are manufactured, they " "can be manufactured in this warehouse." -msgstr "" +msgstr ":guilabel:`제조 후 재공급`: 제품이 제조되면 이 창고 내에서 생산할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:64 msgid "" @@ -11948,18 +13191,20 @@ msgid "" "first and then produce, unload the components from the stock to input " "location first, and then transfer it to the production location." msgstr "" +":guilabel:`제조`: 즉시 생산하려면 부품을 생산 위치로 직접 이동하고 제조 프로세스를 시작합니다. 또는 먼저 피킹한 다음 " +"생산하려면 먼저 재고에서 입력 위치로 부품을 언로드한 다음 생산 위치로 옮깁니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:68 msgid "" ":guilabel:`Buy to Resupply`: when products are bought, they can be delivered" " to this warehouse." -msgstr "" +msgstr ":guilabel:`재공급 구매`: 제품을 구매하면 재공급을 위해 이 창고로 직접 배송할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:69 msgid "" ":guilabel:`Resupply From`: automatically create routes to resupply this " "warehouse from another chosen warehouse" -msgstr "" +msgstr ":guilabel:`재공급처`: 지정된 다른 창고에서 이 창고를 재공급하는 경로를 자동으로 생성할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:73 msgid "" @@ -11967,17 +13212,19 @@ msgid "" "form, by clicking on the :guilabel:`Routes` smart button. Once the warehouse" " is configured, virtual *Locations* can be created." msgstr "" +"*경로*는 :guilabel:`창고` 양식에서 :guilabel:`경로` 스마트 버튼을 클릭하여 직접 설정 및 구성할 수 있습니다. " +"창고가 구성되면 가상 *위치*를 생성할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst-1 msgid "The edit screen for creating a new warehouse." -msgstr "" +msgstr "새 창고 생성을 위한 편집 화면입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:81 msgid "" "In order to apply this virtual warehouse as the *parent* location of two " "*child* location warehouses, there need to be two warehouses configured with" " physical stock locations." -msgstr "" +msgstr "이 가상 창고를 두 *하위* 위치 창고의 *상위* 위치로 지정하려면 실제 재고 위치가 있는 두 창고를 구성해야 합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:0 msgid "**Parent Warehouse**" @@ -11997,7 +13244,7 @@ msgstr "**하위 창고**" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:0 msgid ":guilabel:`Warehouses`: `Warehouse A` and `Warehouse B`" -msgstr "" +msgstr ":guilabel:`창고`: `창고 A` 및 `창고 B`" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:0 msgid ":guilabel:`Locations`: `WHA/Stock` and `WHB/Stock`" @@ -12005,7 +13252,7 @@ msgstr ":guilabel:`위치`: `WHA/Stock` 및 `WHB/Stock`" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:95 msgid "Create a virtual parent location" -msgstr "" +msgstr "가상의 상위 위치 생성하기" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:98 msgid "" @@ -12013,6 +13260,8 @@ msgid "" "there need to be at least **two** warehouses acting as *child locations* of " "the *virtual parent location* warehouse." msgstr "" +"여러 창고에서 재고를 가져와 판매 주문을 처리하려면 *가상 상위 위치* 창고 아래에 최소 **2개** 창고를 *하위 위치*로 설정해야 " +"합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:101 msgid "" @@ -12022,6 +13271,9 @@ msgid "" " created. Click into the *Stock* :guilabel:`Location` for the virtual " "warehouse that was previously created (:dfn:`Warehouse Name/Stock`)." msgstr "" +"*위치*를 생성하고 편집하려면 :menuselection:`재고 관리 --> 환경설정 --> 위치`로 이동합니다. 이전에 생성한 가상 " +"창고의 *재고* :guilabel:`위치`를 포함하여 모든 :guilabel:`위치`가 여기에 표시됩니다. 가상 창고 (:dfn:`창고 " +"이름/재고`)에 해당하는 *재고* :guilabel:`위치`를 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:106 msgid "" @@ -12029,6 +13281,8 @@ msgid "" ":guilabel:`Location Type` from :guilabel:`Internal Location` to " ":guilabel:`View`. :guilabel:`Save` the changes." msgstr "" +"다음으로, :guilabel:`추가 정보` 섹션에서 :guilabel:`위치 유형`을 :guilabel:`내부 위치`에서 " +":guilabel:`보기`로 수정합니다. 그런 다음 :guilabel:`저장`을 클릭하여 변경 사항을 적용합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:109 msgid "" @@ -12036,16 +13290,18 @@ msgid "" "used to create a hierarchical structure for a warehouse and aggregate its " "*child locations*." msgstr "" +"이렇게 하면 이 :guilabel:`위치`가 *가상 위치*로 식별되며, 이 위치는 창고에 대한 계층 구조를 만들고 해당 *하위 위치*를 " +"집계하는 데 사용됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:113 msgid "" "Products can *not* be stored in a :guilabel:`View` :guilabel:`Location " "Type`." -msgstr "" +msgstr "품목은 :guilabel:`보기` :guilabel:`위치 유형`에 보관할 수 *없습니다*." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst-1 msgid "Warehouse location types in location creation screen." -msgstr "" +msgstr "위치 생성 화면의 창고 위치 유형입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:120 msgid "Configure physical warehouse locations" @@ -12058,6 +13314,8 @@ msgid "" "first physical warehouse :guilabel:`Location` that was previously created to" " be a *child location*, and click :guilabel:`Edit`." msgstr "" +"이동 경로를 통해 :guilabel:`위치` 개요로 돌아가서 :guilabel:`검색창`에서 필터를 모두 제거합니다. 그런 다음 이전에 " +"*하위 위치*로 생성한 첫 번째 물리적 창고 :guilabel:`위치`를 선택하고 :guilabel:`편집`을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:126 msgid "" @@ -12066,6 +13324,9 @@ msgid "" ":guilabel:`Locations` overview, and repeat this step for the second physical" " warehouse stock location. Be sure to :guilabel:`Save` changes again." msgstr "" +":guilabel:`상위 위치` 아래의 드롭다운 메뉴에서 가상 창고를 선택하고 :guilabel:`저장`을 클릭하여 변경 사항을 " +"적용합니다. 그런 다음 :guilabel:`위치` 개요로 다시 이동하여 두 번째 실제 창고 재고 위치에 대해 이 과정을 반복합니다. 변경" +" 사항을 적용하려면 :guilabel:`저장`을 다시 클릭해야 합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:130 msgid "" @@ -12075,10 +13336,12 @@ msgid "" "(provided they are both tied to the same virtual warehouse *parent " "location*)." msgstr "" +"이제 두 위치가 모두 가상 창고 *상위 위치*의 *하위 위치*로 설정됩니다. 이렇게 하면 한 위치에 재고가 충분하지 않은 경우 여러 " +"위치에서 재고를 가져와 단일 판매 주문을 처리할 수 있습니다. (두 위치가 모두 동일한 가상 창고 *상위 위치*에 연결되어 있는 경우)" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:136 msgid "Example flow: Sell a product from a virtual warehouse" -msgstr "" +msgstr "흐름 예시: 가상 창고에서 제품 판매" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:139 msgid "" @@ -12087,6 +13350,8 @@ msgid "" "warehouses configured - with at least **one** product with quantity on-hand " "in each warehouse, respectively." msgstr "" +"이 플로우에서 가상 *상위* 위치를 사용하여 여러 창고에서 제품을 판매하려면 최소 **2개** 제품과 최소 **2개** 창고가 구성되어 " +"있어야 합니다. 각 창고에 재고 수량이 있는 제품이 각각 최소 **1개** 이상 있어야 합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:143 msgid "" @@ -12096,6 +13361,9 @@ msgid "" "quotation by adding a :guilabel:`Customer`, and click :guilabel:`Add a " "product` to add the two products stored in the two warehouses." msgstr "" +"새 견적 요청(RFQ)을 생성하려면 :menuselection:`판매` 앱으로 이동하여 :guilabel:`견적` 개요에서 " +":guilabel:`생성`을 선택합니다. :guilabel:`고객`을 지정하여 새 견적에 대한 세부 정보를 입력한 다음 " +":guilabel:`제품 추가`를 클릭하여 두 창고에 저장된 두 제품을 추가합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:148 msgid "" @@ -12105,6 +13373,9 @@ msgid "" "warehouse has been changed, click :guilabel:`Confirm` to convert the " "quotation into a sales order." msgstr "" +"그런 다음 판매 주문 양식에서 :guilabel:`기타 정보` 탭을 클릭합니다. :guilabel:`배송` 섹션에서 " +":guilabel:`창고` 필드의 값을 앞서 생성한 가상 창고로 변경합니다. 창고를 변경한 후 :guilabel:`확인`을 클릭하여 " +"견적을 판매 주문으로 변환합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:153 msgid "" @@ -12114,6 +13385,9 @@ msgid "" ":guilabel:`Warehouse` field value from the sales order. Both should list the" " virtual warehouse location." msgstr "" +"이제 견적이 판매 주문으로 확인되었으므로 :guilabel:`배송` 스마트 버튼을 선택합니다. 창고 배송 양식에서 " +":guilabel:`원본 위치` 값이 판매 주문의 :guilabel:`창고` 필드 값과 일치하는지 확인합니다. 두 값 모두 가상 창고 " +"위치를 나타내야 합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:159 msgid "" @@ -12122,6 +13396,8 @@ msgid "" "order form *must* match in order for the products included in the sales " "order to be pulled from different warehouses." msgstr "" +"창고 배송 양식의 :guilabel:`원 위치`'와 판매 주문 양식의 :guilabel:`기타 정보` 탭에 있는 " +":guilabel:`창고`가 일치해야 판매 주문에 포함된 제품을 다른 창고에서 가져올 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:163 msgid "" @@ -12129,12 +13405,14 @@ msgid "" " field on the warehouse delivery form, then click :guilabel:`Edit`, make the" " change, and click :guilabel:`Save`." msgstr "" +"가상 창고가 창고 배송 양식의 :guilabel:`원 위치` 필드에 있는 값이 아닌 경우 :guilabel:`편집`을 클릭하고 변경한 " +"다음 :guilabel:`저장`을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:166 msgid "" "If the virtual warehouse is not the value in the :guilabel:`Warehouse` field" " on the sales order, then a new quotation may need to be generated." -msgstr "" +msgstr "가상 창고가 판매 주문의 :guilabel:`창고` 필드에 있는 값이 아닌 경우 새 견적을 생성해야 할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:168 msgid "" @@ -12143,10 +13421,12 @@ msgid "" " correctly, in which case, review the documentation above again to make sure" " all settings/configuration were done properly." msgstr "" +"판매 주문 양식에 :guilabel:`창고` 필드가 누락된 경우 가상 창고 (및 해당 하위 창고)가 올바르게 구성되지 않았을 수 " +"있습니다. 이러한 경우 위에 제공된 문서를 검토하여 모든 설정과 구성이 정확하게 구현되었는지 확인하십시오." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst-1 msgid "Delivery order with matching source and child locations." -msgstr "" +msgstr "원본과 하위 위치가 일치하는 배송 주문." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:176 msgid "" @@ -12155,6 +13435,8 @@ msgid "" ":guilabel:`From` column for each product matches to the *child locations* " "that are tied to the virtual *parent location*." msgstr "" +"마지막으로 창고 배송 양식 내에서 :guilabel:`세부 작업` 탭으로 이동하여 각 제품의 :guilabel:`출발지` 열 아래의 " +"*위치* 값이 가상 *상위 위치*와 연결된 *하위 위치*와 일치하는지 확인합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:181 msgid "" @@ -12163,6 +13445,8 @@ msgid "" "*Location* information. If needed, it can be changed from here (granted " "there is quantity on hand for the product in that location)." msgstr "" +"드롭다운 메뉴에서 제품의 출발지 *위치*를 확인하려면 :guilabel:`내부 링크 (화살표)` 아이콘을 클릭하여 *위치* 정보를 " +"펼칩니다. 필요한 경우 여기에서 변경할 수 있습니다(해당 위치의 제품에 대한 재고 수량이 있는 경우)." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:185 msgid "" @@ -12171,6 +13455,8 @@ msgid "" " order form (via the breadcrumbs), and click :guilabel:`Create Invoice` to " "invoice for the sales order." msgstr "" +"모든 설정이 올바르게 완료되면 :guilabel:`승인`을 클릭한 다음 :guilabel:`적용`을 클릭하여 배송을 확인합니다. 그런 " +"다음 이동 경로를 통해 판매 주문 양식으로 돌아와서 :guilabel:`청구서 생성`을 클릭하여 판매 주문에 대한 송장을 발행합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:190 msgid "" @@ -12179,14 +13465,16 @@ msgid "" "from the drop-down menu next to :guilabel:`Default Warehouse` on their " "employee form." msgstr "" +"가상 *상위* 위치를 판매 주문의 기본 창고로 사용하려면 각 영업사원은 직원 양식의 :guilabel:`기본 창고` 옆의 드롭다운 " +"메뉴에서 가상 창고를 할당할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst-1 msgid "Default warehouse location on employee form." -msgstr "" +msgstr "직원 양식의 기본 창고 위치." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:3 msgid "Units of measure, packages, and packagings" -msgstr "" +msgstr "측정 단위, 포장 및 패키지" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:5 msgid "" @@ -12195,6 +13483,8 @@ msgid "" " are all available to streamline inventory flows, allowing for a variety of " "configurations for products as they enter and leave the warehouse." msgstr "" +"Odoo에서는 구매, 보관, 판매되는 제품의 수량을 정의하는 다양한 방법이 있습니다. *측정 단위*, *패키지*, *포장*은 모두 재고 " +"흐름을 간소화하는 데 기여하며, 제품이 창고에 들어오고 나갈 때 다양한 구성을 제공합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:12 msgid "Units of measure" @@ -12207,6 +13497,8 @@ msgid "" "time, or size. Different :abbr:`UoMs (Units of Measure)` for weight, for " "example, can be kilos, pounds, ounces, grams, and so on." msgstr "" +"*측정 단위 (UoM)*는 단위, 무게, 시간 또는 크기를 포함하여 제품을 정량화하고 관리하는 데 사용되는 다양한 표준을 나타냅니다. " +"예를 들어, 무게의 경우 킬로그램, 파운드, 온스, 그램 등을 포함하는 다양한 :abbr:`UoM(측정 단위)`을 사용할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:18 msgid "" @@ -12214,10 +13506,12 @@ msgid "" "specifying different :abbr:`UoMs (Units of Measure)` for both buying and " "selling products." msgstr "" +"Odoo에서는 제품 구매와 판매 모두에 대해 서로 다른 :abbr:`UoM (측정 단위)`을 지정하여 재고 관리와 공급업체 구매를 " +"간소화합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst-1 msgid "Specify unit of measure for selling a product vs purchasing." -msgstr "" +msgstr "제품 판매와 구매에 대한 측정 단위를 지정합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:25 msgid "" @@ -12226,24 +13520,26 @@ msgid "" "automatically converts the different units in the product's purchase/sales " "orders and the corresponding delivery orders/receipts." msgstr "" +"제품 양식에 기본 :guilabel:`단위` 및 :guilabel:`구매 단위`가 설정되어 있으면 Odoo는 제품의 구매/판매 주문서 및" +" 해당 배송 주문서/영수증에 있는 다양한 단위의 변환을 자동으로 처리합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:29 msgid "" "The only condition is that all of the units have to be in the *same " "category* (unit, weight, volume, length, etc.)." -msgstr "" +msgstr "유일한 조건은 모든 단위가 *동일한 카테고리* (단위, 무게, 부피, 길이 등)에 속해야 한다는 것입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:33 msgid "On the product form for `Rope`, the following fields are set as:" -msgstr "" +msgstr "`밧줄`에 대한 품목 양식에서 다음 필드는 다음과 같이 설정됩니다:" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:35 msgid ":guilabel:`Unit of Measure` in `ft` (feet), and" -msgstr "" +msgstr ":guilabel:`측정 단위``는 `ft`(피트)로," #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:36 msgid ":guilabel:`Purchase Unit of Measure` in `cm` (centimeters)." -msgstr "" +msgstr ":guilabel:`구매 측정 단위는 `cm`(센티미터) 단위입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:38 msgid "" @@ -12251,10 +13547,12 @@ msgid "" "to represent the quantity on the :abbr:`PO (Purchase Order)`, which is also " "in centimeters." msgstr "" +"공급업체가 밧줄을 `cm` 단위로 판매하므로 :abbr:`PO (구매주문서)`에 수량을 표시하는 데 :guilabel:`단위`는 " +"센티미터로 표시됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:0 msgid "Display purchase order for the product, rope, in centimeters." -msgstr "" +msgstr "제품인 밧줄의 구매주문서를 센티미터 단위로 표시합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:45 msgid "" @@ -12265,6 +13563,9 @@ msgid "" ":guilabel:`Validate` button, the quantity in :guilabel:`Done` is " "automatically adjusted to match the :guilabel:`Demand` column." msgstr "" +"abbr:`PO (발주서)`를 확인하면 제품 수량 (현재 표시되는 :guilabel:`수요` 열 아래에 위치)이 구매 :abbr:`UoM" +" (측정 단위)`에서 :guilabel:`단위`로 변환됩니다. 그 후 :guilabel:`승인` 버튼을 클릭하여 제품을 수령하면 " +":guilabel:`완료` 열의 수량이 :guilabel:`수요` 열에 맞게 자동으로 조정됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:52 msgid "" @@ -12272,20 +13573,18 @@ msgid "" " `500 cm` that was requested on the purchase order, to `16.40 ft` to match " "the internal/stock :guilabel:`Unit of Measure` value." msgstr "" +"`밧줄`에 대한 *입고*에서 수량은 내부/재고 :guilabel:`단위` 값에 맞게 발주서에 요청된 `500cm`에서 `16.40ft`로" +" 자동 변환됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:0 msgid "Rope quantity is converted from cm to ft during warehouse reception." -msgstr "" +msgstr "창고 입고 시 로프 수량은 cm에서 ft로 변환됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:61 msgid "" ":ref:`Use Different Units of Measure " "`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "패키지" +msgstr ":ref:`다른 측정 단위 사용 `" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" @@ -12294,6 +13593,8 @@ msgid "" "Packages can be a reusable or disposable (shipping) box, and are **not** " "specific to a product." msgstr "" +"패키지는 피킹에서 하나 또는 여러 개의 제품을 담는 물리적 컨테이너 역할을 하며, 일반적으로 출고 배송이나 내부 이동에 사용됩니다. " +"이러한 패키지는 재사용이 가능하거나 일회용 (배송) 상자가 될 수 있으며 제품에 **특정되지** 않습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:72 msgid "" @@ -12302,6 +13603,8 @@ msgid "" "containers (e.g. cardboard boxes, envelopes, shipping bags, etc). These are " "used to ship the products out to customers." msgstr "" +"재사용 가능한 상자는 포장 또는 배송 구역으로 향하는 피킹 프로세스 중에 제품을 임시로 보관하는 데 사용됩니다. 일회용 박스는 실제 배송" +" 용기 (예: 판지 상자, 봉투, 배송용 가방 등)입니다. 후자는 고객에게 제품을 배송하는 데 사용됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:76 msgid "" @@ -12311,6 +13614,9 @@ msgid "" " into two separate packages, each containing 10 boxes of pencils and 2 boxes" " of erasers." msgstr "" +"판매주문 (SO)에 포함된 여러 품목을 서로 다른 패키지로 분할하여 제품을 쉽게 취급할 수 있습니다. 예를 들어, 연필 20박스와 지우개" +" 4박스로 구성된 :abbr:`SO (판매주문)`를 두 개의 개별 패키지로 분리할 수 있습니다. 그러면 각 패키지에는 연필 10박스와 " +"지우개 2박스가 들어갑니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:82 msgid "" @@ -12318,6 +13624,8 @@ msgid "" "as many packages that are needed to accommodate the :abbr:`SO (Sales " "Order)`." msgstr "" +"제품을 균등하게 나눌 필요는 없습니다. abbr:`SO(판매 주문)`의 요구 사항을 충족하는 데 필요한 만큼의 패키지로 분할할 수 " +"있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:85 msgid "" @@ -12325,6 +13633,8 @@ msgid "" "there is a full history for each product, including which package each item " "is shipped out in." msgstr "" +"Odoo에서는 각 패키지의 제품 수량을 기록해야 하므로 각 품목이 어떤 패키지로 배송되는지 등 각 제품에 대한 전체 이력을 확인할 수 " +"있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:88 msgid "" @@ -12333,6 +13643,9 @@ msgid "" "--> Operations`. Click the :guilabel:`Packages` check box, and then " ":guilabel:`Save` to activate the feature." msgstr "" +"이 방법을 사용하려면 :menuselection:`재고 관리 앱 --> 환경설정 --> 설정 --> 작업`으로 이동하여 " +":guilabel:`패키지` 옵션이 활성화되어 있는지 확인합니다. :guilabel:`패키지` 확인란을 클릭한 다음 " +":guilabel:`저장`을 클릭하여 기능을 활성화합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:92 msgid "" @@ -12340,10 +13653,12 @@ msgid "" ":guilabel:`≣ (Detailed Operations)` icon to the right of each product in the" " :guilabel:`Operations` tab." msgstr "" +"배송 주문에서 :guilabel:`≣ (세부 작업)` 탭의 각 제품 오른쪽에 있는 :guilabel:`작업` 아이콘을 클릭하고 사용할 " +"패키지를 지정합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst-1 msgid "Find detailed operations icon to the right on the product line." -msgstr "" +msgstr "품목 항목의 오른쪽에 있는 세부 작업 아이콘을 찾아보세요." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:99 msgid "" @@ -12352,6 +13667,8 @@ msgid "" ":guilabel:`Demand`, and :guilabel:`Quantity Done` are clearly displayed " "above the customizable product line." msgstr "" +"제품의 :guilabel:`≣ (세부 작업)` 아이콘을 클릭하면 팝업 창이 열립니다. 이 창에서는 사용자 지정 가능한 제품 항목 위에 " +":guilabel:`품목` 이름, :guilabel:`수요` 및 :guilabel:`수량 완료`가 눈에 잘 띄게 표시됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:103 msgid "" @@ -12360,6 +13677,8 @@ msgid "" "Package`, which represents what package(s) the product(s) will be packaged " "into." msgstr "" +"여기에서 제품이 배송되는 창고 위치를 수정할 수 있으며, 제품을 어떤 패키지로 포장할지 나타내는 :guilabel:`원본 패키지` 및 " +":guilabel:`목적지 패키지`도 수정할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:107 msgid "" @@ -12367,10 +13686,12 @@ msgid "" "the desired amount in the :guilabel:`Done` field to specify the amount of " "products that will go into the :guilabel:`Destination Package`." msgstr "" +"추가로 사용되는 각 패키지를 포함하려면 :guilabel:`항목 추가`를 클릭합니다. :guilabel:`완료` 필드에 원하는 수량을 " +"입력하여 :guilabel:`대상 패키지`에 넣을 제품의 양을 표시합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:112 msgid "Multiple packages in a single delivery" -msgstr "" +msgstr "한 번의 배송으로 여러 개의 패키지를 처리" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:114 msgid "" @@ -12380,6 +13701,9 @@ msgid "" "This opens the :guilabel:`Detailed Operations` window with an editable table" " to specify which products are intended for which package." msgstr "" +"일반적으로 :abbr:`DO (배송 주문)`는 단일 패키지에 연결되지만, :abbr:`SO (판매 주문)` 항목의 제품 옆의 " +":guilabel:`≣ (세부 작업) 아이콘을 클릭하여 주문을 분할할 수 있습니다. 이 작업을 수행하면 각 패키지에 지정할 제품을 지정할" +" 수 있는 편집 가능한 표가 있는 :guilabel:`세부 작업` 창이 열립니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:120 msgid "" @@ -12390,6 +13714,9 @@ msgid "" ":guilabel:`Detailed Operations` window that is used to detail how products, " "like the 20 `Box of Pencils`, are packaged." msgstr "" +"연필 10박스와 지우개 2박스를 동일한 :abbr:`SO (판매 주문)`으로 포장하려면 먼저 :abbr:`DO (배송 주문)`로 " +"이동합니다. 그런 다음 제품 오른쪽에 있는 `연필 상자` 아이콘인 :guilabel:`≣ (가로줄 4개)`를 선택합니다. 이 아이콘을 " +"클릭하면 `연필 상자` 20개와 같은 제품의 포장 방법을 지정하는 데 사용되는 `세부 작업` 창이 나타납니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:126 msgid "" @@ -12401,12 +13728,16 @@ msgid "" ":guilabel:`Add a line` to assign the remaining products in another package, " "`PACK0000007`." msgstr "" +":guilabel:`완료` 필드에 `10`을 입력하여 10개의 제품을 :guilabel:`대상 패키지`에 패키징합니다. 대상 패키지를 " +"표시하려면 기존 패키지의 이름 (예: `PACK0000006`)을 :guilabel:`대상 패키지` 필드에 입력합니다. 패키지가 존재하지" +" 않는 경우, Odoo는 새 패키지를 생성하기 위해 :guilabel:`생성` 버튼을 표시합니다. 나머지 제품을 " +"`PACK0000007`과 같은 다른 패키지에 할당하려면 :guilabel:`항목 추가`를 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:0 msgid "" "Detailed operations pop-up where the amount of product going in a pack can " "be specified." -msgstr "" +msgstr "패키지에 들어가는 제품의 양을 지정할 수 있는 세부 작업 팝업이 나타납니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:136 msgid "" @@ -12414,16 +13745,18 @@ msgid "" "Erasers` and similarly set 2 :guilabel:`Done` products to `PACK0000006` and " "`PACK0000007` each." msgstr "" +"`지우개 상자`에 대한 제품 항목에서 :guilabel:`세부 작업`을 선택하고, 마찬가지로 각 제품의 :guilabel:`완료` 필드에" +" 2개를 설정하여 각각 `PACK0000006` 및 `PACK0000007`과 연결합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:0 msgid "Put in pack button to match the done amount matches the demand." -msgstr "" +msgstr "완료된 수량과 수요를 일치시키기 위해 포장하기 버튼을 누릅니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:143 msgid "" "Once all the products for each line have been entered, click " ":guilabel:`Confirm` to return to the :abbr:`DO (Delivery Order)`." -msgstr "" +msgstr "각 항목의 모든 제품을 입력했으면 :guilabel:`확인`을 클릭하여 :abbr:`DO (배송 주문)`로 돌아갑니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:146 msgid "" @@ -12432,6 +13765,9 @@ msgid "" "matches the :guilabel:`Demand` amount, click the :guilabel:`Validate` button" " to complete the delivery order." msgstr "" +"각 패키지에 대해 제품이 선택되면 :abbr:`DO (배송 주문)`의 :guilabel:`완료` 수량이 업데이트됩니다. " +":guilabel:`완료` 수량이 :guilabel:`수요` 수량과 일치하면 :guilabel:`확인` 버튼을 클릭하여 배송 주문을 " +"완료합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:151 msgid "" @@ -12440,6 +13776,8 @@ msgid "" " to rename the package, or modify its contents, is available in the " ":guilabel:`Detailed Operations` pop-up." msgstr "" +":guilabel:`포장하기` 버튼은 :abbr:`DO (배송 주문)`에 있는 모든 제품을 하나의 새 패키지로 빠르게 포장하기 위한 " +"것입니다. 패키지 이름을 변경하거나 내용물을 수정하는 옵션은 :guilabel:`세부 작업` 팝업에서 사용할 수 있습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:155 msgid "" @@ -12447,6 +13785,8 @@ msgid "" "of the delivery order reveals a separate page, showing all the packages used" " in that :abbr:`DO (Delivery Order)`." msgstr "" +"배송 주문의 오른쪽 상단 모서리에 있는 :guilabel:`패키지` 스마트 버튼을 선택하면 별도의 페이지가 열리며, 해당 " +":abbr:`DO (배송 주문)`에 사용된 모든 패키지가 표시됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:159 msgid "Packagings" @@ -12459,6 +13799,8 @@ msgid "" "cannot be reusable, and each specific packaging must be defined on the " "individual product form." msgstr "" +"*포장*은 제품별로 다르며 특정 제품의 여러 단위를 담는 일회용 용기와 관련이 있습니다. 패키지와 달리 포장은 재사용할 수 없으며, " +"각각의 특정 포장은 개별 제품 양식에 정의되어야 합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:165 msgid "" @@ -12467,6 +13809,8 @@ msgid "" "`12`, and `36` can packaging configured on the individual product since " "packagings are product specific, not generic." msgstr "" +"예를 들어 탄산음료 캔의 경우 6팩, 12팩, 36개입 등 다양한 패키지를 구성할 수 있습니다. 포장은 일반적인 것이 아니라 제품에 따라" +" 다르므로 탄산음료의 각 맛에 따라 '6', '12', '36' 캔 포장을 개별 제품에 구성해야 합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:170 msgid "Set up packagings" @@ -12480,12 +13824,15 @@ msgid "" "check the box next to :guilabel:`Product Packagings`, and click " ":guilabel:`Save`." msgstr "" +"패키징을 사용하려면 :guilabel:`제품 패키징` 기능이 활성화되어 있는지 확인합니다. 이를 위해 :menuselection:`재고 " +"관리 앱 --> 환경설정 --> 설정`으로 이동합니다. 그런 다음 :guilabel:`품목` 섹션에서 :guilabel:`제품 패키징` " +"옆의 확인란을 선택하고 :guilabel:`저장`을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:177 msgid "" "In Odoo, product packagings are used on sales/purchase orders and inventory " "transfers." -msgstr "" +msgstr "Odoo에서 제품 패키징은 판매/구매 주문 및 재고 이동에 사용됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:179 msgid "" @@ -12493,6 +13840,8 @@ msgid "" "Products --> Products` and click on the desired product, then click " ":guilabel:`Edit` on the product page." msgstr "" +"패키징을 생성하려면 :menuselection:`재고 관리 앱 --> 품목 --> 품목`으로 이동하여 원하는 제품을 선택합니다. 그런 " +"다음 제품 페이지에서 :guilabel:`편집`을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:182 msgid "" @@ -12501,16 +13850,18 @@ msgid "" "pop-up window appears, in which the following information for each packaging" " should be entered:" msgstr "" +":guilabel:`재고 관리` 탭에서 아래로 스크롤하여 :guilabel:`포장` 섹션으로 이동한 다음 :guilabel:`한 줄 " +"추가`를 클릭합니다. 그러면 각 포장에 대한 다음 정보를 입력해야 하는 팝업 창이 나타납니다:" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:186 msgid "" ":guilabel:`Packaging`: name of packaging that appears on sales/purchase " "orders as a packaging option for the product" -msgstr "" +msgstr ":guilabel:`포장`: 판매/구매 주문에 제품의 포장 옵션으로 표시되는 포장의 이름입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:188 msgid ":guilabel:`Contained quantity`: amount of product in the packaging" -msgstr "" +msgstr ":guilabel:`포함된 수량`: 포장에 들어있는 제품의 수량" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:189 msgid "" @@ -12518,6 +13869,8 @@ msgid "" "` to trace the packaging of a product during stock" " moves or pickings. Leave blank if not in use" msgstr "" +":guilabel:`바코드`: 재고 이동 또는 피킹 중에 제품의 포장을 추적하기 위해 :ref:`바코드 앱 " +"`와 함께 사용되는 식별자입니다. 사용하지 않을 경우 비워둡니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:191 msgid "" @@ -12525,6 +13878,8 @@ msgid "" "selected company. Leave blank to make the packaging available across all " "companies." msgstr "" +":guilabel:`회사`:: 선택한 회사에서만 패키징을 사용할 수 있음을 지정합니다. 모든 회사에서 패키징에 액세스할 수 있도록 하려면" +" 비워 두세요." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:195 msgid "" @@ -12533,10 +13888,12 @@ msgid "" "quantity` to `6` in the pop-up window that appears after clicking on " ":guilabel:`Add a line`." msgstr "" +"`포도맛 탄산 음료` 제품 6캔의 포장 카테고리를 설정하려면 :guilabel:`포장`을 `6팩`으로 레이블을 지정하고 " +":guilabel:`항목 추가`를 선택하면 나타나는 팝업 창에서 :guilabel:`포함된 수량`을 `6`으로 지정합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:0 msgid "Create 6-pack case for product." -msgstr "" +msgstr "품목을 위한 6팩 케이스 만들기" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:203 msgid "" @@ -12545,18 +13902,20 @@ msgid "" "detail form, or :guilabel:`Save & New` to save the packaging and create " "another one in a fresh pop-up window." msgstr "" +"필요한 세부 정보를 모두 입력했으면 :guilabel:`저장 후 닫기`를 선택하여 패키징을 저장하고 제품 세부 정보 양식으로 돌아가거나 " +":guilabel:`저장 후 새로 만들기`를 선택하여 패키징을 저장하고 새 팝업 창에서 다른 패키징을 생성합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:208 msgid "" "View all product packagings in the :guilabel:`Inventory` tab of the product " "form." -msgstr "" +msgstr "품목 양식의 :guilabel:`재고 관리` 탭에서 모든 품목 패키징을 확인합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:0 msgid "" "Show packaging and contained quantities, specified on the product page form in the\n" "Inventory tab." -msgstr "" +msgstr "재고 관리 탭의 품목 페이지 양식에 지정된 대로 이름과 포함된 수량을 포함한 포장 정보를 표시합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:216 msgid "View all packagings" @@ -12581,7 +13940,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:0 msgid "List of different packagings for products." -msgstr "" +msgstr "품목의 다양한 패키지 목록." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:233 msgid "Apply packagings" @@ -12603,7 +13962,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:0 msgid "Assign packagings on the Sales Order Line." -msgstr "" +msgstr "판매 주문 라인에서 패키지를 지정합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:247 msgid "" @@ -12658,7 +14017,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:30 msgid "Add products to a wave" -msgstr "" +msgstr "웨이브에 품목 추가" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:32 msgid "" @@ -12688,7 +14047,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst-1 msgid "Select lines to add to the wave." -msgstr "" +msgstr "웨이브에 추가할 항목을 선택합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:51 msgid "" @@ -12698,7 +14057,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:54 msgid "After that, a pop-up box appears." -msgstr "" +msgstr "그러면 팝업 상자가 표시됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:56 msgid "" @@ -12937,7 +14296,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst-1 msgid "Difference column on inventory adjustments page." -msgstr "" +msgstr "재고 조정 페이지의 차액 열." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:106 msgid "" @@ -12955,6 +14314,10 @@ msgid "" "an :guilabel:`Apply` button. Clicking this button instead causes an " ":guilabel:`Inventory Adjustment Reference / Reason` pop-up window to appear." msgstr "" +"새 재고 조정을 적용하는 방법에는 두 가지가 있습니다. 첫 번째 방법은 페이지 맨 오른쪽에 있는 :guilabel:`적용` 버튼을 " +"클릭하는 것입니다. 다른 방법은 줄 맨 왼쪽에 있는 확인란을 선택하는 것입니다. 이 작업을 수행하면 페이지 상단에 " +":guilabel:`적용` 버튼을 비롯한 추가 버튼 옵션이 표시됩니다. 이 버튼을 클릭하면 :guilabel:`재고 조정 참조/이유` " +"팝업 창이 나타납니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:116 msgid "" @@ -13134,7 +14497,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:224 msgid ":guilabel:`User`: the user responsible for the count." -msgstr "" +msgstr ":guilabel:`사용자`: 카운트를 담당하는 사용자입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:225 msgid "" @@ -13187,7 +14550,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:12 msgid ":guilabel:`Warehouse`: the full name of the warehouse" -msgstr "" +msgstr ":guilabel:`창고`: 창고의 전체 이름입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:13 msgid "" @@ -13343,7 +14706,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:81 msgid ":guilabel:`Product`: the product being added to inventory" -msgstr "" +msgstr ":guilabel:`품목`: 재고에 추가되는 품목입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst:82 msgid "" @@ -13443,6 +14806,10 @@ msgid "" ":guilabel:`Save` to apply the setting. Now, Odoo knows which warehouses can " "resupply this warehouse." msgstr "" +"그런 다음 :guilabel:`창고` 페이지로 돌아가서 두 번째 창고에서 보충할 창고를 엽니다. 그런 다음 :guilabel:`편집`을 " +"클릭합니다. :guilabel:`창고 구성` 탭에서 :guilabel:`공급처` 필드를 찾아 두 번째 창고 이름 옆에 있는 확인란을 " +"선택합니다. 창고를 여러 창고에서 보충할 수 있는 경우 해당 창고의 확인란도 선택해야 합니다. 마지막으로 :guilabel:`저장`을 " +"클릭하여 설정을 적용합니다. 이제 Odoo가 이 특정 창고를 재공급할 수 있는 창고에 대한 정보를 얻었습니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst-1 msgid "Supply one warehouse with another in the Warehouse Configuration tab." @@ -13591,20 +14958,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "위치 계층 구조 생성" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -13613,14 +14980,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -13693,7 +15060,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:47 msgid "Pull rules" -msgstr "" +msgstr "풀 전략" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:49 msgid "" @@ -13736,7 +15103,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:71 msgid "Push rules" -msgstr "" +msgstr "푸시 전략" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:73 msgid "" @@ -13792,7 +15159,7 @@ msgstr "제품 제조망을 관리합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:103 msgid "Manage default locations per product." -msgstr "" +msgstr "품목별 기본 위치를 관리합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:104 msgid "" @@ -13845,7 +15212,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst-1 msgid "A preconfigured warehouse in Odoo Inventory." -msgstr "" +msgstr "Odoo 재고 관리의 사전 구성된 창고입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:135 msgid "" @@ -13901,7 +15268,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst-1 msgid "View of a pick-pack-ship route." -msgstr "" +msgstr "픽업 배송 경로 보기." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:173 msgid "" @@ -14034,6 +15401,9 @@ msgid "" "is triggered to fulfill it. Once the second need is fulfilled, the products " "are pushed to the destination location and all the needs are fulfilled." msgstr "" +":guilabel:`풀 앤 푸시`: 이 규칙은 두 가지 다른 상황에서 피킹을 생성할 수 있습니다. 첫 번째 상황에서는 특정 위치에 제품이" +" 필요한 경우 이 요구 사항을 충족하기 위해 이전 위치에서 이송이 시작됩니다. 그 후, 이 작업은 초기 위치에서 요구 사항을 생성하고 " +"이를 충족하기 위한 규칙을 트리거합니다. 두 번째 요구 사항이 충족되면 제품이 목적지 위치로 푸시되어 모든 요구 사항이 충족됩니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst:248 msgid "" @@ -14331,7 +15701,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouse_replenishment_transfer.rst:67 msgid ":guilabel:`Warehouse`: the warehouse that will be replenished" -msgstr "" +msgstr ":guilabel:`창고`: 보충할 창고입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouse_replenishment_transfer.rst:68 msgid "" @@ -14370,6 +15740,10 @@ msgid "" " been dispatched, click the :guilabel:`Validate` button to register the " "quantities shipped." msgstr "" +"보충 주문은 제품이 전송되는 창고에서 배송을 처리하는 것으로 시작됩니다. :menuselection:`재고 관리` 대시보드에서 출고 " +"창고와 연결된 :guilabel:`배송 주문` 카드 내의 :guilabel:`진행 대기` 버튼을 찾아 선택합니다. 그런 다음 보충을 위해" +" 생성된 배송 주문을 선택합니다. 배송 주문 페이지에서 왼쪽 상단에 있는 :guilabel:`주문 가능 여부 확인` 버튼을 클릭하여 " +"지정된 수량의 제품을 배송 예약합니다. 배송이 완료되면 :guilabel:`승인` 버튼을 클릭하여 배송된 수량을 공식적으로 기록합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouse_replenishment_transfer.rst-1 msgid "The delivery orders card for the outgoing warehouse." @@ -14450,7 +15824,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouse_replenishment_transfer.rst-1 msgid "A fully configured reordering rule." -msgstr "" +msgstr "완벽하게 설정된 재주문 규칙." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouse_replenishment_transfer.rst:139 msgid "" @@ -14617,7 +15991,7 @@ msgstr "재고 가치 평가" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:3 msgid "Integrating additional costs to products (landed costs)" -msgstr "" +msgstr "제품에 추가 비용 (양륙 비용) 통합하기" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst:7 msgid "" @@ -14697,6 +16071,11 @@ msgid "" "clicking :guilabel:`Edit` and selecting the picking reference number from " "the :guilabel:`Transfers` drop-down menu. Finally, click :guilabel:`Save`." msgstr "" +"양륙 비용을 공급업체 청구서에 추가한 후 (청구서 항목에서 :guilabel:`양륙 비용` 옵션을 선택하거나 청구서에 양륙 비용 제품을 " +"추가하여) 청구서 상단에 있는 :guilabel:`양륙 비용 생성` 버튼을 클릭합니다. Odoo는 :guilabel:`추가 비용` 품목 " +"항목에 지정된 양륙 비용이 미리 입력되어 있는 양륙 비용 레코드를 자동으로 생성합니다. 그런 다음 :guilabel:`편집`을 클릭하고 " +":guilabel:`이송` 드롭다운 메뉴에서 피킹 참조 번호를 선택하여 추가 비용이 적용될 피킹을 결정합니다. 프로세스를 완료하려면 " +":guilabel:`저장`을 클릭합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst-1 msgid "" @@ -14756,6 +16135,9 @@ msgid "" "Method` field will be set to `Standard Price` by default, and the " ":guilabel:`Inventory Valuation` field will be set to `Manual`." msgstr "" +"기본적으로 Odoo는 정기 재고 평가 (수동 재고 평가라고도 함)를 사용합니다. 이 방식은 회계 팀이 회사의 실제 재고를 기반으로 분개 " +"항목을 게시하고 창고 직원이 시간을 들여 재고 계산을 수행하는 방식입니다. Odoo에서 이 방법은 각 제품 카테고리 내에서 표시되며, " +":guilabel:`원가 계산 방법` 필드의 기본값은 `표준 가격`이고 :guilabel:`재고 평가` 필드의 기본값은 `수동`입니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst-1 msgid "" @@ -14848,6 +16230,10 @@ msgid "" "inventory valuation method for a variety of reasons, however, it's highly " "sensitive to input data and human error." msgstr "" +"**선입선출 (FIFO)**: 입출고되는 품목의 비용을 실시간으로 추적하고 제품의 실제 가격을 사용하여 자산 평가를 반영합니다. 해당 " +"제품의 전체 로트가 판매될 때까지 가장 오래된 구매 가격이 다음에 판매되는 상품의 원가로 사용됩니다. 다음 재고 로트가 대기열에서 위로 " +"이동하면 해당 특정 로트의 평가에 따라 업데이트된 제품 원가가 사용됩니다. 이 방법은 여러 가지 이유로 가장 정확한 재고 평가 방법이지만" +" 입력 데이터와 인적 오류에 매우 민감합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:74 msgid "" @@ -14858,7 +16244,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:78 msgid "Configure automated inventory valuation in Odoo" -msgstr "" +msgstr "Odoo에서 자동 재고 자산 평가 설정하기" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:80 msgid "" @@ -14911,6 +16297,9 @@ msgid "" "changed manually, Odoo will generate a corresponding record in the " "*Inventory Valuation* report." msgstr "" +":guilabel:`원가 계산 방법`이 수정되면 이미 재고가 있는 제품 중 :guilabel:`표준` 원가 계산 방법을 사용하던 제품은 " +"값이 변경되지 않습니다. 대신 기존 단위는 그 값을 유지하며, 이후의 제품 이동은 평균 원가에 영향을 미쳐 제품 원가가 변동됩니다. 제품" +" 양식의 :guilabel:`비용` 필드의 값이 수동으로 변경되면 Odoo는 *재고 평가* 보고서에 해당 레코드를 생성합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:108 msgid "" @@ -14946,7 +16335,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:124 msgid "Access reporting data generated by inventory valuation" -msgstr "" +msgstr "재고 자산 평가로 생성된 보고 데이터 액세스" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst:126 msgid "" @@ -15014,7 +16403,7 @@ msgstr "" msgid "" ":ref:`Set up inventory valuation " "`" -msgstr "" +msgstr ":ref:`재고 자산 평가 설정 `" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:26 msgid "" @@ -15038,6 +16427,11 @@ msgid "" " as :guilabel:`First In First Out (FIFO)` and :guilabel:`Inventory " "Valuation` as :guilabel:`Automated`." msgstr "" +"간단한 *테이블*와 같이 들어오는 품목의 값을 모니터링하려면 품목에서 직접 카테고리를 구성합니다. 이렇게 하려면 " +":menuselection:`재고 관리 앱 --> 품목 --> 품목`으로 이동하여 원하는 제품을 선택합니다. 품목 양식 내에서 " +":guilabel:`➡️(오른쪽 화살표)` 아이콘을 :guilabel:`품목 카테고리` 필드 옆에 클릭하면 카테고리를 편집할 수 있는 " +"내부 링크로 연결됩니다. 그런 다음 :guilabel:`원가 계산 방법`을 :guilabel:`선입선출 (FIFO)`로 설정하고 " +":guilabel:`재고 평가`를 :guilabel:`자동화`로 설정합니다." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:40 msgid "" @@ -15129,7 +16523,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst-1 msgid "Inventory valuation report showing multiple products." -msgstr "" +msgstr "여러 제품을 표시하는 재고 자산 평가 보고서." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst:102 msgid "" @@ -15251,7 +16645,7 @@ msgstr "" msgid "" "`Odoo Tutorial: Inventory Valuation " "`_" -msgstr "" +msgstr "`Odoo 튜토리얼: 재고 자산 평가 `_" #: ../../content/applications/inventory_and_mrp/maintenance.rst:8 msgid "Maintenance" @@ -15268,6 +16662,8 @@ msgid "" "`Odoo Tutorials: Managing Equipment Maintenance " "`_" msgstr "" +"`Odoo 튜토리얼: 장비 유지보수 관리 `_" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management.rst:5 msgid "Equipment management" @@ -15286,6 +16682,9 @@ msgid "" "the company that uses the Odoo database, or by a third party, such as a " "vendor in the case of equipment rentals." msgstr "" +"오두에서 *장비*는 제품 제조를 포함한 일상 업무에 사용되는 모든 품목을 의미합니다. 여기에는 생산 라인의 기계, 다양한 장소에서 " +"사용되는 도구 또는 사무실 공간의 컴퓨터 등이 해당됩니다. Odoo에 등록된 장비는 Odoo 데이터베이스를 사용하는 회사가 소유하거나 " +"장비 대여의 경우 공급업체와 같은 제3자가 소유할 수 있습니다." #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:13 msgid "" @@ -15510,7 +16909,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:18 msgid "Set up a bill of materials (BoM)" -msgstr "" +msgstr "자재명세서(BoM) 설정하기" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:20 msgid "" @@ -15544,10 +16943,15 @@ msgid "" "Create`. Finally, click :guilabel:`Save` to finish creating the :abbr:`BoM " "(Bill of Materials)`." msgstr "" +"표준 :abbr:`BoM (자재 명세서)`의 경우 :guilabel:`BoM 유형`을 :guilabel:`본 제품 제조`로 설정합니다. " +"그런 다음 :guilabel:`항목 추가`를 선택하여 최종 제품의 생산을 구성하는 다양한 부품과 각 수량을 지정합니다. abbr:`BoM" +" (자재 명세서)`을 통해 새 부품을 효율적으로 생성하거나 :menuselection:`제조 관리 --> 품목 --> 품목 --> " +"생성`으로 이동하여 미리 생성할 수 있습니다. 마지막으로 :guilabel:`저장`을 클릭하여 :abbr:`BoM (자재 명세서)` " +"생성을 완료합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst-1 msgid "Set up a Bill of Materials." -msgstr "" +msgstr "자재명세서 설정." #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:43 msgid "Specify a bill of materials (BoM) for a product variant" @@ -15578,7 +16982,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst-1 msgid "Product Variants in the Bill of Materials." -msgstr "" +msgstr "자재명세서의 품목 세부사항." #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:62 msgid "Set up operations" @@ -15684,7 +17088,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:28 msgid "Configure a bill of materials (BoM)" -msgstr "" +msgstr "자재명세서 (BoM) 설정하기" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:30 msgid "" @@ -15779,7 +17183,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:14 msgid "Create the kit as a product" -msgstr "" +msgstr "키트를 제품으로 생성" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:16 msgid "" @@ -15859,7 +17263,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst-1 msgid "Kit selection on the bill of materials." -msgstr "" +msgstr "자재명세서에서 키트를 선택합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:60 msgid "" @@ -15877,7 +17281,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:68 msgid "Use kits to manage complex BoMs" -msgstr "" +msgstr "키트를 사용하여 복잡한 BoM 관리하기" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:70 msgid "" @@ -15913,7 +17317,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:88 msgid "Once ready, click :guilabel:`Save` to save changes." -msgstr "" +msgstr "준비가 완료되면 :guilabel:`저장`을 클릭하여 변경 사항을 저장합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst-1 msgid "Kit as a component in a multilevel bill of materials." @@ -16027,7 +17431,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 msgid "The quantity field on a manufacturing order." -msgstr "" +msgstr "제조주문서의 수량 필드입니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:45 msgid "" @@ -16069,7 +17473,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:67 msgid "Create a backorder from tablet view" -msgstr "" +msgstr "태블릿 보기에서 이월 주문 생성" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:69 msgid "" @@ -16121,7 +17525,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 msgid "The Units field in the tablet view." -msgstr "" +msgstr "태블릿 보기의 단위 필드입니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:104 msgid "" @@ -16499,13 +17903,14 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:3 msgid "Managing BoMs for product variants" -msgstr "" +msgstr "품목 세부사항에 대한 BoM 관리" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -16514,53 +17919,320 @@ msgstr "품목 세부선택사항 활성화" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." +msgstr "재고 관리 앱 설정에서 '품목 세부사항'을 선택합니다." + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 -msgid "Apply BoM components to product variants" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 +msgid "Apply BoM components to product variants" +msgstr "품목 세부사항에 BoM 부품 적용하기" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 +msgid "" +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 @@ -16622,7 +18294,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst-1 msgid "The scrap button on a manufacturing order." -msgstr "" +msgstr "제조 주문의 폐기 버튼입니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:43 msgid "" @@ -16662,7 +18334,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:66 msgid "Scrap components from tablet view" -msgstr "" +msgstr "태블릿 보기에서 부품 폐기하기" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:68 msgid "" @@ -16785,6 +18457,10 @@ msgid "" "be assigned to each new manufacturing order. Finally, click " ":guilabel:`Split` to split the manufacturing order." msgstr "" +":guilabel:'분할'을 선택하면 :guilabel:'생산 분할' 팝업 창이 나타납니다. :guilabel:`분할 #` 필드에 원래 " +"주문을 분할할 제조 주문의 수를 입력합니다. 그런 다음 필드 외부를 클릭하면 아래에 표가 나타납니다. 이 표의 각 줄은 분할로 생성된 새" +" 제조 주문을 나타냅니다. :guilabel:`생산할 수량` 열에 각 새 제조 주문에 할당할 단위 수를 입력합니다. 마지막으로 " +":guilabel:`분할`을 클릭하여 제조 주문 분할을 실행합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst-1 msgid "The Split production pop-up window for a manufacturing order." @@ -16900,7 +18576,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:26 msgid "Create the top-level bill of materials (BoM)" -msgstr "" +msgstr "최상위 자재명세서 (BoM) 생성하기" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:28 msgid "" @@ -16986,7 +18662,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst-1 msgid "A manufacturing order for a top-level product." -msgstr "" +msgstr "최상위 제품에 대한 제조 주문입니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:3 msgid "Subcontract your Manufacturing" @@ -17105,7 +18781,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:83 msgid "**C = A + B + s**" -msgstr "" +msgstr "**C = A + B + s**" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:85 msgid "With:" @@ -17125,7 +18801,7 @@ msgstr "외주업체;" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:92 msgid "**s**: Cost of the subcontracted service." -msgstr "" +msgstr "**s**: 외주 서비스 비용." #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:94 msgid "" @@ -17156,10 +18832,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "추적" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " @@ -17229,6 +18901,10 @@ msgid "" "this route will create a dropship RFQ from your vendor to that " "subcontractor. You then just need to review and validate it." msgstr "" +"공급업체가 하청업체에서 직접 보충하기를 원하는 경우 '주문 시 하청업체 직배송' 옵션을 선택합니다. 제품 양식에서 이 옵션을 활성화하려면" +" 먼저 :menuselection:`구매 --> 환경설정 --> 설정 --> 직배송`으로 이동하여 직배송 옵션을 활성화해야 합니다. " +"하청업체에 대한 구매주문 (PO)을 확인한 후 이 경로를 통해 공급업체에서 하청업체로 직송 견적 요청 (RFQ)을 생성합니다. 이후에는 " +"직송 RFQ를 검토하고 검증하기만 하면 됩니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:182 msgid "" @@ -17376,7 +19052,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:140 msgid "Process finished product transfer" -msgstr "" +msgstr "완제품 이송 프로세스" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:142 msgid "" @@ -17461,7 +19137,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:3 msgid "Use the Master Production Schedule" -msgstr "" +msgstr "주 생산 계획 사용" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:7 msgid "" @@ -17498,10 +19174,13 @@ msgid "" "to replenish - what is already sold during the period). You can also decide " "to hide rows if you like." msgstr "" +"MPS 보기에서 *행*을 클릭하여 표시할 정보를 결정할 수 있습니다. 예를 들어, *실제 수요*는 지정된 기간 동안 이미 주문된 제품의 " +"수량을 표시하고, *약속 가능*은 같은 기간 동안 판매할 수 있는 수량을 표시합니다(계획된 보충 수량에서 이미 판매된 수량을 뺀 값으로 " +"계산). 원하는 경우 행을 숨기도록 결정할 수도 있습니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 msgid "Estimate your demand and launch replenishment" -msgstr "" +msgstr "수요를 예측하고 보충을 시작합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:40 msgid "" @@ -17579,7 +19258,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 msgid "What if I have underestimated the demand?" -msgstr "" +msgstr "수요를 과소평가한 경우에는 어떻게 하나요?" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:86 msgid "" @@ -17590,7 +19269,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 msgid "What if I have overestimated the demand?" -msgstr "" +msgstr "수요를 과대평가한 경우에는 어떻게 하나요?" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:93 msgid "" @@ -17611,7 +19290,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:3 msgid "Manage work orders using work centers" -msgstr "" +msgstr "작업장을 사용하여 작업 지시 관리" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:5 msgid "" @@ -17677,7 +19356,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:37 msgid "Set standards for work center productivity" -msgstr "" +msgstr "작업장 생산성을 위한 표준 설정" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:39 msgid "" @@ -17732,7 +19411,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:58 msgid "Assign equipment to a work center" -msgstr "" +msgstr "작업장에 장비 할당하기" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:60 msgid "" @@ -17799,11 +19478,11 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 msgid ":guilabel:`Key`: the security key for the device" -msgstr "" +msgstr ":guilabel:`키`: 디바이스의 보안 키" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:90 msgid ":guilabel:`Action`: the IoT device action triggered" -msgstr "" +msgstr ":guilabel:`작업`: 트리거된 IoT 장치 동작" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst-1 msgid "The IoT Triggers tab of the work center form." @@ -17811,7 +19490,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:97 msgid "Use case: configure an alternative work center" -msgstr "" +msgstr "사용 사례: 대체 작업장 구성" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:99 msgid "" @@ -17852,7 +19531,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst-1 msgid "The alternative work center is automatically selected." -msgstr "" +msgstr "대체 작업장이 자동으로 선택됩니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:125 msgid "Monitor work center performance" @@ -17890,7 +19569,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:3 msgid "Make work centers unavailable using Time Off" -msgstr "" +msgstr "휴가를 사용하여 작업장을 사용할 수 없도록 설정하기" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:5 msgid "" @@ -17928,7 +19607,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst-1 msgid "The \"Activate the developer mode\" button." -msgstr "" +msgstr "\"개발자 모드 활성화\" 버튼을 클릭합니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:29 msgid "" @@ -17942,7 +19621,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst-1 msgid "The Time Off module installation card." -msgstr "" +msgstr "휴가 모듈 설치 카드입니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:39 msgid "" @@ -17984,7 +19663,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:63 msgid "Add time off for a work center" -msgstr "" +msgstr "작업장에 휴가 추가" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:65 msgid "" @@ -18026,11 +19705,11 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst-1 msgid "The \"Resource Time Off\" form." -msgstr "" +msgstr "\"자원 휴가\" 양식." #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:94 msgid "Route orders to an alternative work center" -msgstr "" +msgstr "주문을 대체 작업장으로 라우팅하기" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:96 msgid "" @@ -18058,7 +19737,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst-1 msgid "The Plan button on a manufacturing order." -msgstr "" +msgstr "제조 주문의 계획 버튼입니다." #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:112 msgid "" @@ -18111,7 +19790,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:24 msgid "Add dependencies to BoM" -msgstr "" +msgstr "BoM에 종속성 추가하기" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:26 msgid "" @@ -18525,6 +20204,9 @@ msgid "" "the status updates to display a timer showing the total time the work order " "has been worked on." msgstr "" +"작업 주문 카드의 헤더에는 연결된 |제조 주문|의 참조 번호, 생산 중인 제품 및 단위 수, 작업 지시 상태가 표시됩니다. 주문에 대한 " +"작업이 시작되지 않은 경우 상태는 :guilabel:`할 일`로 표시됩니다. 작업이 시작되면 작업 주문이 진행 중인 총 시간을 반영하는 " +"타이머가 표시되도록 상태가 업데이트됩니다." #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:142 msgid "" @@ -18727,7 +20409,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:0 msgid "Example of an ECO type." -msgstr "" +msgstr "ECO 유형의 예시입니다." #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:46 msgid "Edit ECO type" @@ -18899,7 +20581,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst-1 msgid "Show configurations of the closing stage." -msgstr "" +msgstr "종료 단계의 구성을 표시합니다." #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:3 msgid "Engineering change orders" @@ -18914,11 +20596,11 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:15 msgid "Engineering change orders can be created:" -msgstr "" +msgstr "엔지니어링 변경 주문을 생성할 수 있습니다:" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:17 msgid ":ref:`directly in the ECO type `." -msgstr "" +msgstr ":ref:`ECO 유형에서 직접 `." #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:18 msgid "" @@ -18975,7 +20657,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:42 msgid ":guilabel:`Product` indicates the product being improved." -msgstr "" +msgstr ":guilabel:`품목`은 개선 중인 제품을 나타냅니다." #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:43 msgid "" @@ -19028,7 +20710,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:62 msgid "By pressing :guilabel:`Start Revision`, three actions occur:" -msgstr "" +msgstr ":guilabel:`변경 시작`을 누르면 세 가지 작업이 실행됩니다:" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:64 msgid "" @@ -19086,7 +20768,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:0 msgid "Show the archived Bill of Materials." -msgstr "" +msgstr "보관된 자재명세서를 표시합니다." #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:95 msgid "" @@ -19304,7 +20986,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:0 msgid "Show *Operation Changes* tab in an |ECO|." -msgstr "" +msgstr "|ECO|에 *작업 변경 사항* 탭을 표시합니다." #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:221 msgid "Apply changes" @@ -19372,7 +21054,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:260 msgid "Create ECO from tablet view" -msgstr "" +msgstr "태블릿 보기에서 ECO 생성하기" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:262 msgid "" @@ -19705,7 +21387,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:0 msgid "List of BOM effective dates." -msgstr "" +msgstr "자재명세서 유효 날짜 목록" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:79 msgid "" @@ -19744,7 +21426,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:100 msgid "Manage design files in an ECO" -msgstr "" +msgstr "ECO에서 설계 파일 관리" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:102 msgid "" @@ -20162,7 +21844,7 @@ msgstr "고급" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:3 msgid "Analyze the performance of your purchases" -msgstr "" +msgstr "구매 실적 분석" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:5 msgid "" @@ -20188,7 +21870,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst-1 msgid "Reporting dashboard in Odoo Purchase" -msgstr "" +msgstr "Odoo 구매 대시보드 보고" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:22 msgid "" @@ -20215,7 +21897,7 @@ msgstr "모든 *견적 요청*" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:35 msgid "All *Purchase Orders*, except canceled ones" -msgstr "" +msgstr "취소된 주문을 제외한 모든 *구매 주문 *" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:37 msgid "" @@ -20268,10 +21950,14 @@ msgid "" "click on *Add a condition* instead. Once you have added all the desired " "filtering options, click on *Apply*." msgstr "" +"31가지의 다양한 필터링 옵션을 활용하여 데이터 집합을 맞춤 설정할 수 있습니다. :menuselection:`필터 --> 사용자 지정 " +"필터 추가`로 이동하여 필터링 옵션이 충족해야 하는 조건(예: *같음*, *포함* 등)을 지정한 다음 *적용*을 클릭합니다. 여러 조건에" +" 일치하는 주문을 동시에 선택하려면 (*그리고* 연산자)가 있는 사용자 지정 필터를 추가합니다. *또는* 연산자를 사용하려면 *적용*을 " +"클릭하는 대신 *조건 추가*를 선택합니다. 원하는 필터를 모두 추가했으면 *적용*을 클릭합니다." #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst-1 msgid "Custom reporting filter in Odoo Purchase" -msgstr "" +msgstr "Odoo 구매의 맞춤형 보고 필터" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:74 msgid "" @@ -20296,7 +21982,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst-1 msgid "Switch reporting view in Odoo Purchase" -msgstr "" +msgstr "Odoo 구매에서 보고서 보기 전환" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:92 msgid "Visualize your data" @@ -20312,7 +21998,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst-1 msgid "Reporting graph view in Odoo Purchase" -msgstr "" +msgstr "Odoo 구매의 보고 그래프 보기" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:102 msgid "" @@ -20337,10 +22023,14 @@ msgid "" "*Groups*. If you click on a group's **+** sign, you can add a sub-group, and" " so on." msgstr "" +"피벗 테이블 보기는 데이터를 자세히 탐색할 수 있어 그래프 보기에 비해 장점이 있습니다. 그래프 보기와 달리 피벗 테이블에서는 여러 " +"측정값을 동시에 포함할 수 있습니다. *측정값* 또는 *총계* 열의 **+** 기호를 클릭하면 각각 새 열에 할당된 여러 측정값을 추가할" +" 수 있습니다. 마찬가지로 *총계* 행에서 **+** 기호를 클릭하면 *그룹*을 추가할 수 있습니다. 또한 그룹의 **+** 기호를 " +"클릭하면 하위 그룹을 포함하는 등의 작업을 수행할 수 있습니다." #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst-1 msgid "Pivot table view in Odoo Purchase" -msgstr "" +msgstr "Odoo 구매에서 피벗 테이블 보기" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:121 msgid "" @@ -20786,10 +22476,15 @@ msgid "" "Clicking the :guilabel:`additional options (two-dots)` icon provides " "additional visibility options to add to the line item." msgstr "" +"*입찰 요청*에 소요되는 시간을 절약하기 위해 제품 양식의 :guilabel:`구매` 탭에서 미리 정의된 공급업체, 가격 및 배송 리드 " +"타임을 설정할 수 있습니다. 이렇게 하려면 :menuselection:`구매 --> 품목 --> 품목`으로 이동하여 편집할 제품을 " +"선택합니다. 품목 양식 내에서 :guilabel:`구매 탭`에 액세스하고 :guilabel:`항목 추가`를 클릭합니다. 드롭다운 메뉴에서" +" 공급업체를 선택하여 :guilabel:`공급업체` 열에 설정하고 필요에 따라 :guilabel:`가격` 및 :guilabel:`배송 " +"리드 타임`을 지정합니다. :guilabel:`추가 옵션 (점 2개)` 아이콘을 클릭하면 해당 품목에 대한 추가 표시 옵션이 제공됩니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:47 msgid "Create an :abbr:`RFQ (Request for Quotation)`" -msgstr "" +msgstr ":abbr:`RFQ(견적 요청)`를 생성합니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:52 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:151 @@ -20822,7 +22517,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst-1 msgid "Compose and send quotation email pop-up." -msgstr "" +msgstr "견적 이메일 작성 및 전송 팝업이 표시됩니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:73 msgid "" @@ -20890,6 +22585,10 @@ msgid "" "form carry over to the :abbr:`PO (Purchase Order)`, and have to be changed " "manually, if desired." msgstr "" +"대체 견적서 작성 시 :guilabel:`제품 복사` 확인란을 선택하면 특별히 원하지 않는 한 구매 주문서 양식에 추가 제품을 수동으로 " +"추가할 필요가 없습니다. 그러나 구매 주문서에 포함된 제품 양식의 :guilabel:`구매` 탭 아래 :guilabel:`공급업체` 열에" +" 지정된 공급업체가 있는 경우 제품 양식에 구성된 값이 자동으로 :abbr:`PO(구매 주문서)`로 전송됩니다. 공급업체 변경 등 조정이" +" 필요한 경우에는 수동으로 수정해야 합니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:112 msgid "" @@ -21243,6 +22942,11 @@ msgid "" "*received quantities*, the draft bill can be confirmed *only* when at least " "some of the quantities are received." msgstr "" +":guilabel:`구매` 앱에서 새로운 :abbr:`견적 요청 (RFQ)`을 생성합니다. 견적 양식에 세부 정보를 입력하고 청구서 " +"항목에 제품을 추가한 다음 :guilabel:`주문 확인`을 클릭합니다. 그런 다음 :guilabel:`입고 스마트 버튼`을 클릭합니다." +" :guilabel:`완료` 열의 수량을 :guilabel:`수요` 열의 수량과 일치하도록 설정하고 :guilabel:`변경 사항 " +"승인`을 클릭합니다. 그런 다음 구매 주문으로 돌아와서 :guilabel:`청구서 생성`을 실행할 수 있도록 :guilabel:`확인`을" +" 클릭합니다. 정책이 *수령된 수량*으로 설정되어 있으므로 청구서 초안 확인은 수량의 일부가 수령된 *경우에만* 허용됩니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:63 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 @@ -21267,7 +22971,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:76 msgid "Pay vendor bills with 3-way matching" -msgstr "" +msgstr "3자 매칭으로 공급업체 청구서 결제하기" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:78 msgid "" @@ -21298,6 +23002,9 @@ msgid "" "doesn't block the changes or display an error message, since there might be " "a valid reason for making changes to the draft bill." msgstr "" +"청구서 초안을 수정하여 청구 수량을 늘리거나 청구서의 품목 가격을 변경하고 추가 제품을 포함할 수 있습니다. 이러한 조정이 이루어지면 " +":guilabel:`지불해야 함` 필드의 상태가 :guilabel:`예외`로 표시됩니다. 이는 청구서 초안을 수정해야 하는 타당한 이유가" +" 있을 수 있음을 인식하여 Odoo가 불일치를 인정하지만 변경을 방해하거나 오류 메시지를 표시하지 않음을 나타냅니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:97 msgid "" @@ -21440,7 +23147,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Control policy field on product form." -msgstr "" +msgstr "제품 양식의 정책 필드를 제어합니다." #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 msgid "" @@ -21920,7 +23627,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst-1 msgid "Configure the reordering rule in Odoo." -msgstr "" +msgstr "Odoo에서 재주문 규칙을 설정합니다." #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:74 msgid "Manually trigger reordering rules using the scheduler" @@ -22211,6 +23918,8 @@ msgid "" "`Odoo Tutorials: Managing Quality Checks " "`_" msgstr "" +"`Odoo 튜토리얼: 품질 검사 관리`_" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types.rst:5 msgid "Quality check types" @@ -22250,7 +23959,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:23 msgid "Process from the quality check's page" -msgstr "" +msgstr "품질 검사 페이지에서 처리" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:25 msgid "" @@ -22269,7 +23978,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:33 msgid "Process quality check on an order" -msgstr "" +msgstr "주문 품질 검사 처리" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:35 msgid "" @@ -22592,10 +24301,14 @@ msgid "" "bottom of the pop-up, two buttons appear: :guilabel:`Correct Measure` and " ":guilabel:`Confirm Measure`." msgstr "" +"하지만 입력한 값이 지정된 범위를 벗어나면 :guilabel:`품질 검사 실패`라는 제목의 새 팝업 창이 나타납니다. 팝업의 본문에는 " +":guilabel:`#단위를 측정했으며 #단위에서 #단위 사이여야 합니다.`라는 경고 메시지와 |QCP|의 :guilabel:`실패 시 " +"메시지` 탭에 입력한 지침이 함께 표시됩니다. 팝업의 맨 아래에는 다음과 같은 두 개의 버튼이 표시됩니다: :guilabel:`정확한 " +"측정` 및 :guilabel:`측정 확인`." #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst-1 msgid "The \"Quality Check Failed\" pop-up window." -msgstr "" +msgstr "\"품질 검사 실패\" 팝업 창이 표시됩니다." #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:127 msgid "" @@ -22896,7 +24609,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:3 msgid "Take a Picture quality check" -msgstr "" +msgstr "품질 검사 사진 촬영" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:8 msgid "" @@ -23556,6 +25269,10 @@ msgid "" "button appears instead. Click it to complete the check and move on to the " "next step of the work order." msgstr "" +"태블릿 보기를 연 상태에서 품질 확인 단계에 도달할 때까지 화면 왼쪽에 나열된 단계를 완료한 다음 화면 상단의 지침을 따릅니다. 합격-" +"불합격 검사를 처리하는 경우 화면 상단의 :guilabel:`합격` 또는 :guilabel:`불합격`을 클릭하여 검사를 완료합니다. " +"합격-불합격 이외의 품질 검사 유형의 경우 :guilabel:`다음` 버튼이 표시됩니다. 이 버튼을 클릭하여 검사를 완료하고 작업 주문의" +" 다음 단계로 이동합니다." #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst-1 msgid "A quality check for a work order." @@ -23738,3 +25455,7 @@ msgid "" "view. That quality alert can then be addressed by the quality management " "team." msgstr "" +"특정 제품에 대한 품질 검사가 필요한 생산 작업에 도달하면 담당 생산 직원에게 태블릿 보기에서 측정값을 기록하고 검증하라는 메시지가 " +"표시됩니다. 측정값이 :guilabel:`오차` 필드에 지정된 범위 내에 있으면 테스트가 통과됩니다. 반대로 측정값이 정의된 값을 " +"초과하면 테스트가 실패합니다. 테스트에 실패한 경우 담당 작업자는 태블릿 보기에서 직접 품질 경고를 생성할 수 있습니다. 그 후 품질 " +"관리 팀이 품질 경고를 해결하고 관리할 수 있습니다." diff --git a/locale/ko/LC_MESSAGES/productivity.po b/locale/ko/LC_MESSAGES/productivity.po index 84a36c476..860fd1e02 100644 --- a/locale/ko/LC_MESSAGES/productivity.po +++ b/locale/ko/LC_MESSAGES/productivity.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Sarah Park, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -740,12 +740,15 @@ msgid "" ":guilabel:`Account Info` section, locate the :guilabel:`Account SID` and the" " :guilabel:`Auth Token`. Both of these are needed to connect Twilio to Odoo." msgstr "" +"계정 SID 및 인증 토큰을 찾으려면 Twilio 계정 현황판으로 이동합니다. 그 다음 사이드바에서 :guilabel:`개발`을 " +"클릭합니다. :guilabel:`계정 정보` 섹션에서 :guilabel:`계정 SID`와 :guilabel:`인증 토큰`을 확인합니다. " +"Twilio를 Odoo에 연결려면 두 가지가 모두 필요합니다." #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst-1 msgid "" "The Twilio Account SID and Auth Token can be found uner the Account Info " "section." -msgstr "" +msgstr "Twilio 계정 SID 및 인증 토큰은 계정 정보 섹션 아래에서 확인할 수 있습니다." #: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:49 msgid "Connect Twilio to Odoo" @@ -842,6 +845,10 @@ msgid "" "stage (if an email\\ is configured to be sent, for example if the task is " "set to :guilabel:`Done`)." msgstr "" +"기본적으로, :guilabel:`알림` 필드는 :guilabel:`이메일로 처리`로 설정되어 있습니다. 해당 설정을 활성화하면 " +"메시지창에서 메시지가 전송되거나, (메시지창에서) `@` 멘션이 들어있는 메모가 전송되거나, 사용자가 팔로우 중인 레코드에서 알림이 " +"전송될 때마다 Odoo에서 알림 이메일을 보내게 됩니다. 단계가 변경될 경우 알림을 발송하도록 작업이 연결됩니다 (예를 들면 환경 " +"설정에서 이메일 전송되도록 한 후, 작업을 :guilabel:`완료`로 설정하는 경우)." #: ../../content/applications/productivity/discuss/overview/get_started.rst:27 msgid "" @@ -853,6 +860,11 @@ msgid "" "pinning the message by selecting :guilabel:`Pin` or even mark the message as" " unread by selecting :guilabel:`Marked as unread`." msgstr "" +":guilabel:`Odoo에서 처리`를 선택하면, 위의 알림이 *메일 및 채팅* 앱의 *받은 편지함*에 표시됩니다. 메시지에서 다음과 " +"같이 작업할 수 있습니다: :guilabel:`반응 추가`를 클릭하여 이모티콘으로 응답하거나 :guilabel:`답장`을 클릭하여 " +"메시지에 답장합니다. 추가 작업으로는, :guilabel:`할 일로 표시`를 클릭하여 메시지에 별표 표시를 하거나 " +":guilabel:`고정`을 선택하여 메시지를 고정할 수도 있으며 :guilabel:`읽지 않음으로 표시`를 선택하여 메시지를 읽지 " +"않음으로 표시할 수도 있습니다." #: ../../content/applications/productivity/discuss/overview/get_started.rst-1 msgid "View of an inbox message and its action options in Odoo Discuss." @@ -926,7 +938,7 @@ msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst-1 msgid "View of a couple of chat window messages for Odoo Discuss." -msgstr "" +msgstr "Odoo 메일 및 채팅에 있는 다수의 메시지창 메시지 화면." #: ../../content/applications/productivity/discuss/overview/get_started.rst:84 msgid "" @@ -1437,10 +1449,15 @@ msgid "" "to indicate that it is a private channel. Select the channel type that best " "fits the communication needs." msgstr "" +"*공개* 채널은 모든 사람이 볼 수 있는 반면에, *비공개* 채널은 해당 채널에 초대된 사용자만 볼 수 있습니다. 새로 채널을 만드려면 " +":menuselection:`메일 및 채팅` 앱으로 이동하여, 왼쪽 메뉴에 있는 :menuselection:`채널` 제목 옆 " +":guilabel:`➕(더하기)` 아이콘을 클릭합니다. 채널명을 입력하면 두 가지 선택 옵션이 나타납니다: 첫 번째 옵션은 공개 채널임을" +" 나타내는 해시태그 (`#`)가 있는 채널이며, 두 번째 옵션은 비공개 채널임을 나타내기 위해 옆에 자물쇠 아이콘(`🔒`)이 표시되어 " +"있습니다. 커뮤니케이션 목적에 가장 잘 맞는 채널 유형을 선택합니다." #: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 msgid "View of discuss's sidebar and a channel being created in Odoo Discuss." -msgstr "" +msgstr "Odoo 메일 및 채팅의 사이드바 및 해당 앱에서 생성된 채널 화면." #: ../../content/applications/productivity/discuss/overview/team_communication.rst:26 msgid "" @@ -1606,6 +1623,12 @@ msgid "" "Industry 4.0 standard and can be utilized in a wide variety of industries, " "and for things like building automation, packaging, utilities, etc." msgstr "" +"이제 :abbr:`IoT (사물 인터넷)` 박스를 통해 OPC (Open Platform Communications: 개방형 플랫폼 " +"통신) UA (통합 아키텍처) 프로토콜을 지원합니다. :abbr:`OPC (개방형 플랫폼 통신)` :abbr:`UA (통합 아키텍처)`는" +" 장치 간, 기계 간, 시스템 간 산업 통신을 위해 지정된 방식으로 정보를 교환하는 개방형 표준 방식입니다. 여기에서는 정보 기술과 운영" +" 기술 간의 통신까지 아우르고 있습니다. :abbr:`OPC (개방형 플랫폼 통신)` :abbr:`UA (통합 아키텍처)`는 어떤 " +"소프트웨어 플랫폼에서든, 다양한 장치에서 사용할 수 있으며 안전하게 배포할 수 있습니다. 인더스트리 4.0 표준의 세계로 진입한 " +":abbr:`IoT (사물인터넷)` 박스는 빌딩 자동화, 패키징, 유틸리티 등 다양한 산업 분야에서 활용될 수 있습니다." #: ../../content/applications/productivity/iot/config.rst:5 #: ../../content/applications/productivity/mail_plugins/outlook.rst:10 @@ -8748,26 +8771,28 @@ msgstr "" #: ../../content/applications/productivity/to_do.rst:23 msgid "" -"You can create a new to-do on the fly from anywhere in Odoo by clicking the " -"clock button and then :guilabel:`Add a To-Do`." +"You can create a new to-do on the fly from anywhere in Odoo by opening the " +"**command palette tool** with the keyboard shortcut ´ctrl+k´ and clicking " +":guilabel:`Add a To-Do`, or by clicking the clock button and then " +":guilabel:`Add a To-Do`." msgstr "" #: ../../content/applications/productivity/to_do.rst:0 msgid "Adding a to-do on the fly" msgstr "" -#: ../../content/applications/productivity/to_do.rst:30 +#: ../../content/applications/productivity/to_do.rst:31 msgid "Converting to-dos into project tasks" msgstr "" -#: ../../content/applications/productivity/to_do.rst:32 +#: ../../content/applications/productivity/to_do.rst:33 msgid "" "If you use the :doc:`Project app <../services/project>`, you can convert to-" "dos into project tasks. To do so, open a to-do and click the gear button " "(:guilabel:`⚙`), then :guilabel:`Convert to Task`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:35 +#: ../../content/applications/productivity/to_do.rst:36 msgid "" "Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and " ":guilabel:`Tags`, then click :guilabel:`Convert to Task`. The to-do is now a" @@ -8778,11 +8803,11 @@ msgstr "" msgid "Converting a to-do into a task" msgstr "" -#: ../../content/applications/productivity/to_do.rst:42 +#: ../../content/applications/productivity/to_do.rst:43 msgid "Managing the to-do pipeline" msgstr "" -#: ../../content/applications/productivity/to_do.rst:44 +#: ../../content/applications/productivity/to_do.rst:45 msgid "" "Your assigned **to-dos** are displayed on the app dashboard. You can drag " "and drop a to-do to move it from one stage to another." @@ -8792,13 +8817,13 @@ msgstr "" msgid "Example of a to-do pipeline" msgstr "" -#: ../../content/applications/productivity/to_do.rst:51 +#: ../../content/applications/productivity/to_do.rst:52 msgid "" "Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to" " create a new stage." msgstr "" -#: ../../content/applications/productivity/to_do.rst:53 +#: ../../content/applications/productivity/to_do.rst:54 msgid "" "Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, " ":guilabel:`Edit`, or :guilabel:`Delete` it." @@ -8808,11 +8833,11 @@ msgstr "" msgid "Stage settings button" msgstr "" -#: ../../content/applications/productivity/to_do.rst:60 +#: ../../content/applications/productivity/to_do.rst:61 msgid "Scheduling activities" msgstr "활동 스케줄 예약" -#: ../../content/applications/productivity/to_do.rst:62 +#: ../../content/applications/productivity/to_do.rst:63 msgid "" "To schedule an activity on a to-do, click the clock button on the app " "dashboard, then the :guilabel:`+ Schedule an activity` button." @@ -8822,43 +8847,43 @@ msgstr "" msgid "Scheduling an activity from the To-do dashboard" msgstr "" -#: ../../content/applications/productivity/to_do.rst:68 +#: ../../content/applications/productivity/to_do.rst:69 msgid "To create the activity:" msgstr "" -#: ../../content/applications/productivity/to_do.rst:70 +#: ../../content/applications/productivity/to_do.rst:71 msgid "Select an :guilabel:`Activity Type`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:71 +#: ../../content/applications/productivity/to_do.rst:72 msgid "Select a :guilabel:`Due date`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:72 +#: ../../content/applications/productivity/to_do.rst:73 msgid "Choose who the activity should be :guilabel:`Assigned to`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:73 +#: ../../content/applications/productivity/to_do.rst:74 msgid "" "Add a brief :guilabel:`Summary` if needed. You can add a more elaborate " "description in the :guilabel:`Log a note` box." msgstr "" -#: ../../content/applications/productivity/to_do.rst:76 +#: ../../content/applications/productivity/to_do.rst:77 msgid "Click :guilabel:`Schedule` to complete the action." msgstr "" -#: ../../content/applications/productivity/to_do.rst:79 +#: ../../content/applications/productivity/to_do.rst:80 msgid "" "The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not " "create a to-do task." msgstr "" -#: ../../content/applications/productivity/to_do.rst:82 +#: ../../content/applications/productivity/to_do.rst:83 msgid "Viewing to-dos in the Project app" msgstr "" -#: ../../content/applications/productivity/to_do.rst:84 +#: ../../content/applications/productivity/to_do.rst:85 msgid "" "If you use the :doc:`Project app <../services/project>`, your to-dos also " "appear as private tasks under the :guilabel:`My Tasks` view." @@ -8868,7 +8893,7 @@ msgstr "" msgid "Example of a \"My Tasks\" pipeline in the Project app" msgstr "" -#: ../../content/applications/productivity/to_do.rst:91 +#: ../../content/applications/productivity/to_do.rst:92 msgid "" "A padlock icon is visible on your private tasks to quickly identify them " "among your project tasks." diff --git a/locale/ko/LC_MESSAGES/sales.po b/locale/ko/LC_MESSAGES/sales.po index 6787493b8..9ccaa6708 100644 --- a/locale/ko/LC_MESSAGES/sales.po +++ b/locale/ko/LC_MESSAGES/sales.po @@ -5,18 +5,18 @@ # # Translators: # JH CHOI , 2023 -# Wil Odoo, 2023 -# Sarah Park, 2024 # Daye Jeong, 2024 +# Sarah Park, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Daye Jeong, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -55,19 +55,12 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -92,80 +85,200 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "설정" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 -msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 +msgid "" +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 @@ -468,6 +581,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "가격 책정" @@ -3755,6 +3869,11 @@ msgid "" "allows you to reach the page in HTTPS and use the ePOS printer in Odoo as " "long as the browser window stays open." msgstr "" +"Odoo에서 작업할 때 :doc:`IoT 상자 <../../../productivity/iot/config/connect>` 없이 사용할" +" 수 있는 특정 모델의 경우 브라우저와 프린터 간의 보안 연결을 설정하기 위해 :doc:`HTTPS 프로토콜 1`이 필요할 수 있습니다." +" HTTPS를 사용하여 프린터의 IP 주소에 액세스하려고 시도하면 대부분의 웹 브라우저에서 경고 페이지가 표시됩니다. 이러한 경우 " +"일시적으로 :ref:`강제로 연결 `을 실행하면 브라우저 창이 열려 있는 한 HTTPS로 페이지에" +" 액세스할 수 있고 Odoo에서 ePOS 프린터를 사용할 수 있습니다." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:40 msgid "" @@ -4350,6 +4469,10 @@ msgid "" ":guilabel:`Orders` button to view a list of all orders placed during that " "session." msgstr "" +"POS 세션을 닫고 게시한 후 세부 보고서에 액세스하여 세션 시작자 및 특정 주문을 처리한 개인을 포함한 모든 세션 활동을 검토합니다. " +"세션의 보고서를 보려면 POS 카드에서 세로 줄임표 버튼 (:guilabel:`⋮`)을 클릭하고 :guilabel:`보기` 섹션에서 " +":guilabel:`세션`을 선택합니다. 그런 다음 특정 세션을 선택하여 자세한 정보를 확인하고 :guilabel:`주문` 버튼을 " +"클릭하면 해당 세션 중에 이루어진 모든 주문 목록을 볼 수 있습니다." #: ../../content/applications/sales/point_of_sale/employee_login.rst:74 msgid "" @@ -4952,6 +5075,11 @@ msgid "" "corresponding fields in Odoo. Your terminal is ready to be configured in a " "POS." msgstr "" +":guilabel:`Stripe 연결`을 선택합니다. 이 작업을 수행하면 자동으로 설정 페이지로 리디렉션됩니다. Stripe 계정을 " +"설정하고 Odoo와 통합하는 데 필요한 모든 정보를 입력합니다. 양식을 작성하고 나면 **Stripe** 웹사이트에서 API 키 " +"(:guilabel:`게시 가능한 키` 및 :guilabel:`비밀 키`)를 얻을 수 있습니다. 해당 키를 가져오려면 " +":guilabel:`비밀 및 게시 가능한 키 가져오기`를 클릭하고 키를 클릭하여 복사한 다음 Odoo의 해당 필드에 붙여넣습니다. 이제 " +"단말기를 POS에서 구성할 준비가 되었습니다." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "stripe connection form" @@ -6901,14 +7029,16 @@ msgid "Rental" msgstr "임대하기" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" #: ../../content/applications/sales/rental.rst:11 @@ -6920,143 +7050,507 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "임대 요금" +msgid "Dashboard" +msgstr "" -#: ../../content/applications/sales/rental.rst:22 +#: ../../content/applications/sales/rental.rst:19 msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" #: ../../content/applications/sales/rental.rst:37 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "설정" + +#: ../../content/applications/sales/rental.rst:39 msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." msgstr "" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "" - -#: ../../content/applications/sales/rental.rst:44 -msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:46 -msgid "Only one price line is used." -msgstr "" - -#: ../../content/applications/sales/rental.rst:47 -msgid "The cheapest line is selected." +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." msgstr "" #: ../../content/applications/sales/rental.rst:50 -msgid "Consider the following rental pricing configuration for a product:" +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." msgstr "" #: ../../content/applications/sales/rental.rst:52 -msgid "1 day: $100" -msgstr "" - -#: ../../content/applications/sales/rental.rst:53 -msgid "3 days: $250" +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." msgstr "" #: ../../content/applications/sales/rental.rst:54 -msgid "1 week: $500" +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "예약" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 +msgid "Only one price line is used." +msgstr "" + +#: ../../content/applications/sales/rental.rst:125 +msgid "The cheapest line is selected." +msgstr "" + +#: ../../content/applications/sales/rental.rst:128 +msgid "Consider the following rental pricing configuration for a product:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:130 +msgid "1 day: $100" +msgstr "" + +#: ../../content/applications/sales/rental.rst:131 +msgid "3 days: $250" +msgstr "" + +#: ../../content/applications/sales/rental.rst:132 +msgid "1 week: $500" +msgstr "" + +#: ../../content/applications/sales/rental.rst:134 +msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" msgstr "" -#: ../../content/applications/sales/rental.rst:96 +#: ../../content/applications/sales/rental.rst:252 msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." msgstr "" #: ../../content/applications/sales/sales.rst:10 @@ -7076,286 +7570,339 @@ msgid "Amazon Connector" msgstr "아마존 배송업체" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" -msgstr "Amazon 연결기 기능" +msgid "Amazon Connector features" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" +msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" +msgid "The Amazon Connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" +msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" +msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" +msgid "gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "**Shipping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "요금" - #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "**Gift Wrapping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" +msgid "Synchronize unshipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" +msgid "**Shipping**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "**Gift Wrapping**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" -msgstr "Odoo에서 Amazon 주문 관리하기" +msgid "Amazon order management" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" +msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -7367,122 +7914,211 @@ msgid "" "synchronize these orders, or click on :guilabel:`Recover Order` and enter " "the relevant Amazon Order Reference." msgstr "" +"Odoo는 아마존으로부터 영향을 받는 배송을 명시하지 않은 채로 일부 배송 정보가 처리되지 않았다는 알림을 받을 수 있습니다. 이러한 " +"경우 알 수 없는 상태의 모든 배송은 동기화에 실패한 것으로 처리됩니다. Odoo가 아마존으로부터 배송 처리를 확인하는 알림을 받으면 " +"해당 태그는 :guilabel:`아마존과 동기화됨`으로 업데이트됩니다. 이 프로세스를 신속하게 처리하려면 아마존 계정에서 " +":guilabel:`주문 동기화`를 클릭하여 이러한 주문을 수동으로 동기화합니다. 또는 :guilabel:`주문 복구`를 클릭하고 관련 " +"아마존 주문 참조를 입력하여 수동으로 동기화를 시작합니다." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "결제 등록" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "결제 등록" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" @@ -7711,7 +8347,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "" @@ -7766,137 +8401,1267 @@ msgstr "" msgid "eBay Connector" msgstr "eBay 배송" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "품목 등록 방법" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 +msgid "" +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" +msgid "Listing without variation" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" -msgstr "Odoo에서 eBay를 설정하는 방법" +msgid "eBay connector setup" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" +msgid "Overview" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" +msgid "eBay - Odoo linked fields" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" msgstr "" +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" +msgstr "소제목" + #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 -msgid "Accept account deletion notifications" +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "소요시간" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "국가" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "토큰" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "사용자 토큰" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 +msgid "Accept account deletion notifications" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -7904,154 +9669,181 @@ msgid "" "request and take further action if necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "최근 버전으로 Odoo 업데이트하기" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "사용할 수 있는 모듈 목록 업데이트하기" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "청구 방법" @@ -10965,12 +12757,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "설정" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -12143,311 +13929,767 @@ msgid "Manage your products" msgstr "품목 관리" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" +msgid "Import products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "파일 커스터마이징 방법" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." -msgstr "ID 시퀀스를 드롭다운하여 전체 레코드에 고유한 ID를 설정합니다." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." -msgstr "가져오기 연결 필드 (아래 내용 참조)." - #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" -msgstr "연결 필드 가져오기 실행 방법" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 -msgid "Google API dashboard" -msgstr "구글 API 대시보드" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 msgid "" -"Go to the `Google Cloud Platform API & Services " -"`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." +"The upload file button on the import products template download page in Odoo" +" Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"The import a file page in Odoo Sales after a product template has been " +"uploaded." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The everything seems valid message that appears if file columns are entered " +"correctly." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"The import error message that appears if file columns don't match an Odoo " +"Field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 msgid "" -"`Create, modify, or close your Google Cloud Billing account " -"`_" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." msgstr "" +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 msgid "Product variants" msgstr "제품 유형" +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 +msgid "Product images with Google Images" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 +msgid "" +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 +msgid "" +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 +msgid "Google API dashboard" +msgstr "구글 API 대시보드" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 +msgid "" +"Go to the `Google Cloud Platform API & Services " +"`_ page to generate Google Custom " +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 +msgid "" +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 +msgid "" +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "API & Services page on Google Cloud Platform." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 +msgid "" +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The API key created pop-up window that appears." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 +msgid "" +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 +msgid "" +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 +msgid "" +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"Create new search engine form that appears with search engine " +"configurations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 +msgid "Validate the form by clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 +msgid "" +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Your New Search Engine Has Been Created page that appears with copy " +"code." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 +msgid "" +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 +msgid "" +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 +msgid "" +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 +msgid "Product images in Odoo with Google Custom Search API" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 +msgid "" +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 +msgid "" +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 +msgid "" +"`Create, modify, or close your Google Cloud Billing account " +"`_" +msgstr "" + #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -13579,7 +15821,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -13710,7 +15952,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -13729,7 +15971,7 @@ msgstr "" "매출을 증대시키는 것을 목표로 합니다." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -13764,7 +16006,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -13785,7 +16027,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -14626,41 +16868,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -14668,12 +16888,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -14682,37 +16907,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -14721,25 +16983,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -14747,19 +17005,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -14768,13 +17026,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -14782,24 +17040,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -14807,7 +17065,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -14818,7 +17076,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -14826,136 +17084,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" -msgstr "견적서 서식 디자인" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." +msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "견적서 서식 사용하기" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -14965,7 +17150,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -14976,6 +17161,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "구독" @@ -15166,6 +17372,9 @@ msgid "" "certain period of time, the value of the satisfaction rate, and even the " "stage to which you want to apply this alert." msgstr "" +"*적용 대상* 섹션에서 먼저 알림의 이름을 지정합니다. 그런 다음 이 알림을 가입 템플릿, 특정 고객 또는 특정 제품에 적용하도록 " +"선택합니다. 추가 사양의 경우 MRR 값, 특정 기간 동안의 MRR 변화율, 만족도 값 및 이 알림을 적용하려는 단계까지 추가로 정의할 " +"수 있습니다." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:37 msgid "" @@ -15185,6 +17394,10 @@ msgid "" "*Set a stage on the subscription*, *Mark as To Renew*, *Send an email to the" " customer* and *Send an SMS Text Message to the customer*." msgstr "" +"*작업* 섹션에서 *작업*과 그에 해당하는 *트리거 대상*을 지정합니다. 트리거를 *수정*으로 설정하면 *적용* 섹션의 모든 조건이 " +"충족되는 경우 구독에서 변경 또는 추가가 발생할 때마다 작업이 활성화됩니다. *트리거 조건*이 *시간 제한 조건*으로 설정된 경우 지정된" +" *트리거 날짜* 유형에 따라 작업이 트리거됩니다. 그런 다음 *다음 활동 만들기*, *구독에 태그 설정*, *구독에 단계 설정*, " +"*갱신으로 표시*, *고객에게 이메일 보내기*, *고객에게 SMS 문자 메시지 보내기* 등의 옵션에서 원하는 *작업*을 선택합니다." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:50 msgid "" @@ -15229,6 +17442,10 @@ msgid "" "ensures that your clients are happy and that you are taking actions if they " "are not. It helps to keep your customer retention rates very high." msgstr "" +"이 알림은 고객의 *만족도 평가*와 관련이 있으며, *시간 제한 조건*에 따라 작업이 트리거됩니다. 만족도가 50% 미만으로 떨어지면 " +"영업 담당자가 고객에게 연락을 취합니다. 이 작업은 구독을 관리하는 영업 사원에게 자동으로 할당되며, 이 작업이 트리거된 후 5일로 " +"마감일이 설정됩니다. 이 알림은 고객 만족을 보장하고 필요한 경우 사전 조치를 취할 수 있도록 하여 매우 높은 고객 유지율을 유지하는 데" +" 기여합니다." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:79 msgid "" @@ -15238,25 +17455,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr ":doc:`products`" @@ -15991,113 +18208,140 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" +msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 @@ -16228,6 +18472,10 @@ msgid "" " same time. You can even *Group By Start Date* and, more precisely, by " "*Week*, to get a clear view of your report." msgstr "" +":menuselection:`구독 --> 보고 --> 구독`으로 이동합니다. 이 섹션에서 *측정값*을 수정할 수 있습니다. 기본적으로 " +"Odoo는 *월별 반복 수익 *을 사용합니다. 그 외에도 *수량*, *반복 가격*, *연간 반복 수익* 및 *개수*를 선택할 수 " +"있습니다. 이 예제에서는 *수량*이 추가되었습니다. 이렇게 하면 이 두 측정값을 동시에 검토할 수 있습니다. 시작 날짜별로 " +"*그룹화*하거나 더 정확하게는 *주별*로 그룹화하여 보고서를 더 명확하게 볼 수 있습니다." #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Subscriptions analysis report in Odoo Subscriptions" @@ -16302,121 +18550,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" -"구독은 반복적이며 무제한으로 계속됩니다. 시간이 지남에 따라 고객이 구독 내용을 변경하고 싶어질 수도 있겠습니다. 그러면 고객의 요구에 " -"맞게 가격을 조정하거나 품목 수량을 변경할 수 있어야 합니다. 두 가지 상황이 발생할 수 있습니다:" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" +msgid "Activation of the discount option in Odoo Sales." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 +#: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" -"물론, 고객에게 이와 같은 신규 견적을 제시하기 전에 단가나 세금, 심지어는 할인 제안 금액까지 변경할 수 있습니다. *고객 미리보기* " -"스마트 버튼은 고객의 반응을 모방해 보는데 유용합니다. 이 경우에는, 해당 신규 견적서에 고객이 *서명 및 결제*할 것이라고 자신 있게 " -"말할 수 있습니다. 완료 후에는 편집 모드로 돌아가서 견적서를 확인한 다음 *구독* 스마트 버튼을 클릭하여 전체 업데이트를 표시합니다. " -"여기에서 고객이 구매하려는 새로운 추가 서비스가 구독에 추가 회선으로 포함되어 추가된 것을 확인할 수 있습니다." #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "Odoo 구독으로 구독 업데이트 전체를 표시해 보세요." - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." -msgstr "또한 *판매* 버튼을 클릭하면 목록 화면에서 판매주문서에 대한 요약 정보를 확인할 수 있습니다." - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "구독용으로 생성된 전체 판매주문서 목록 화면" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" -"양쪽 판매주문서는 *구독 관리* 카테고리 아래에 있는 설명에만 차이가 있습니다. 여기에서 어느 쪽이 업셀링인지 쉽게 표시할 수 있습니다." diff --git a/locale/ko/LC_MESSAGES/services.po b/locale/ko/LC_MESSAGES/services.po index 58c2b6a32..0fd4f0387 100644 --- a/locale/ko/LC_MESSAGES/services.po +++ b/locale/ko/LC_MESSAGES/services.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Sarah Park, 2023\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" @@ -4447,12 +4447,9 @@ msgstr "프로젝트 설정" #: ../../content/applications/services/project/project_management.rst:58 msgid "" -"`Odoo Tutorials: Customize your project " -"`_" +"`Odoo Tutorials: Customize projects " +"`_" msgstr "" -"`Odoo 튜토리얼: 프로젝트 커스터마이징 `_" #: ../../content/applications/services/project/project_management.rst:61 msgid "" diff --git a/locale/ko/LC_MESSAGES/websites.po b/locale/ko/LC_MESSAGES/websites.po index 38509936b..17ed5c06e 100644 --- a/locale/ko/LC_MESSAGES/websites.po +++ b/locale/ko/LC_MESSAGES/websites.po @@ -5,18 +5,18 @@ # # Translators: # Martin Trigaux, 2023 -# Wil Odoo, 2023 -# Sarah Park, 2023 # Daye Jeong, 2023 +# Sarah Park, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Daye Jeong, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -28,6 +28,278 @@ msgstr "" msgid "Websites" msgstr "웹 사이트" +#: ../../content/applications/websites/blog.rst:3 +msgid "Blog" +msgstr "블로그" + +#: ../../content/applications/websites/blog.rst:5 +msgid "" +"**Odoo Blog** allows you to create and manage blog posts on your website to " +"engage your audience and build a community." +msgstr "" + +#: ../../content/applications/websites/blog.rst:9 +msgid "" +"If the Blog module is not yet installed, click :guilabel:`+New` on the " +"website builder, select :guilabel:`Blog Post`, and click " +":guilabel:`Install`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:13 +msgid "Creating a blog" +msgstr "" + +#: ../../content/applications/websites/blog.rst:15 +msgid "" +"To create or edit a blog, go to :menuselection:`Website --> Configuration " +"--> Blogs: Blogs`. Click :guilabel:`New`, and enter the :guilabel:`Blog " +"Name` and the :guilabel:`Blog Subtitle`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:18 +msgid "" +"The :guilabel:`Blog` menu item is added to your website's menu the first " +"time you create a blog and gathers all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:22 +msgid "Adding a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:24 +msgid "" +"Go to your website, click :guilabel:`+New` in the top-right corner, and " +"select :guilabel:`Blog Post`. In the pop-up, **select the blog** where the " +"post should appear, write the post's :guilabel:`Title`, and " +":guilabel:`Save`. You can then write the post's content and customize the " +"page using the website builder." +msgstr "" + +#: ../../content/applications/websites/blog.rst:30 +msgid "" +"Illustrate your articles with copyright-free images from :doc:`Unsplash " +"`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:32 +msgid "Type `/` in the text editor to format and add elements to your text." +msgstr "" + +#: ../../content/applications/websites/blog.rst:35 +msgid "" +"Don't forget to toggle the :guilabel:`Unpublished` switch in the top-right " +"corner to publish your post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:39 +msgid "Using tags" +msgstr "" + +#: ../../content/applications/websites/blog.rst:41 +msgid "" +"Tags let visitors filter all posts sharing the same tag. By default, they " +"are displayed at the bottom of posts, but can also be displayed on the " +"blog's main page. To do so, click :menuselection:`Edit --> Customize` and " +"enable the :guilabel:`Sidebar`. By default, the sidebar's :guilabel:`Tags " +"List` is enabled." +msgstr "" + +#: ../../content/applications/websites/blog.rst:46 +msgid "" +"To create a tag, go to :menuselection:`Website --> Configuration --> Blogs: " +"Tags` and click :guilabel:`New`. Fill in the:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:49 +msgid ":guilabel:`Name`" +msgstr ":guilabel:`이름`" + +#: ../../content/applications/websites/blog.rst:50 +msgid "" +":guilabel:`Category`: tag categories let you group tags displayed on the " +"sidebar by theme." +msgstr "" + +#: ../../content/applications/websites/blog.rst:51 +msgid "" +":guilabel:`Used in`: to apply the tag to existing blog posts, click " +":guilabel:`Add a line`, select the posts, and click :guilabel:`Select`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:54 +msgid "" +"You can add and create tags directly from posts by clicking " +":menuselection:`Edit --> Customize` and select the post's cover. Under " +":guilabel:`Tags`, click :guilabel:`Choose a record...`, and select or create" +" a tag." +msgstr "" + +#: ../../content/applications/websites/blog.rst-1 +msgid "Adding a tag to a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:62 +msgid "" +"To manage tag categories, go to :menuselection:`Website --> Configuration " +"--> Blogs: Tag Categories`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:66 +msgid "Customizing blog homepages" +msgstr "" + +#: ../../content/applications/websites/blog.rst:68 +msgid "" +"Customize the content of blog homepages by opening a blog homepage and " +"clicking :menuselection:`Edit --> Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:72 +msgid "Settings apply to **all** blogs homepages." +msgstr "" + +#: ../../content/applications/websites/blog.rst:74 +msgid "" +":guilabel:`Top Banner`: :guilabel:`Name/Latest Post` displays the title of " +"the latest post on the top banner, while :guilabel:`Drop Zone for Building " +"Blocks` removes the top banner and lets you use any building block instead." +msgstr "" + +#: ../../content/applications/websites/blog.rst:78 +msgid "" +":guilabel:`Layout`: organizes posts as a :guilabel:`Grid` or " +":guilabel:`List`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:80 +msgid ":guilabel:`Cards`: adds a *card* effect." +msgstr "" + +#: ../../content/applications/websites/blog.rst:81 +msgid ":guilabel:`Increase Readability`: improves the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:83 +msgid "" +":guilabel:`Sidebar`: displays a sidebar containing an :guilabel:`About us` " +"section." +msgstr "" + +#: ../../content/applications/websites/blog.rst:85 +msgid "" +":guilabel:`Archives`: allows visitors to select a month and filter all posts" +" created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:87 +msgid "" +":guilabel:`Follow Us`: displays links to your social media networks. They " +"can be configured using the Social Media building block somewhere on your " +"website." +msgstr "" + +#: ../../content/applications/websites/blog.rst:89 +msgid "" +":guilabel:`Tags List`: displays all tags related to a blog. Visitors can " +"select a tag to filter all related posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:92 +msgid "" +":guilabel:`Posts List`: :guilabel:`Cover` displays the posts' images, and " +":guilabel:`No Cover` hides them." +msgstr "" + +#: ../../content/applications/websites/blog.rst:95 +msgid ":guilabel:`Author`: displays the posts' authors." +msgstr "" + +#: ../../content/applications/websites/blog.rst:96 +msgid "" +":guilabel:`Comments/Views Stats`: displays the posts' number of comments and" +" views." +msgstr "" + +#: ../../content/applications/websites/blog.rst:97 +msgid "" +":guilabel:`Teaser & Tags`: displays the posts' first sentences and tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:100 +msgid "Customizing blog posts" +msgstr "" + +#: ../../content/applications/websites/blog.rst:102 +msgid "" +"Customize posts by opening a blog post and clicking :menuselection:`Edit -->" +" Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:105 +msgid "Settings apply to **all** posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:107 +msgid "" +":guilabel:`Layout`: :guilabel:`Title Inside Cover` displays the title inside" +" the cover image, and :guilabel:`Title above Cover` displays it above." +msgstr "" + +#: ../../content/applications/websites/blog.rst:110 +msgid ":guilabel:`Increase Readability`: increases the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:112 +msgid "" +":guilabel:`Sidebar`: displays the :guilabel:`Sidebar` and additional " +"options:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:114 +msgid "" +":guilabel:`Archive`: allows visitors to select a month and filter all posts " +"created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:116 +msgid ":guilabel:`Author`: displays the post's author and creation date." +msgstr "" + +#: ../../content/applications/websites/blog.rst:117 +msgid ":guilabel:`Blog List`: displays links to all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:118 +msgid "" +":guilabel:`Share Links`: displays share buttons to several social networks." +msgstr "" + +#: ../../content/applications/websites/blog.rst:119 +msgid ":guilabel:`Tags`: displays the post's tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:121 +msgid ":guilabel:`Breadcrumb`: displays the path to the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:123 +msgid "" +":guilabel:`Bottom`: :guilabel:`Next Article` displays the next post at the " +"bottom, and :guilabel:`Comments` enable visitors to comment on the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:126 +msgid "" +":guilabel:`Select To Tweet`: visitors are offered to tweet the text they " +"select." +msgstr "" + +#: ../../content/applications/websites/blog.rst:129 +msgid "" +"Use :ref:`Plausible ` to keep track of the " +"traffic on your blog." +msgstr "" + #: ../../content/applications/websites/ecommerce.rst:8 msgid "eCommerce" msgstr "이커머스" @@ -4772,19 +5044,14 @@ msgid "" "In order to track the geographical location of visitors, :guilabel:`GeoIP` " "must be installed on the database. While this feature is installed by " "default on *Odoo Online*, *On-Premise* databases will require additional " -":doc:`setup steps `." +":doc:`setup steps `." msgstr "" -"방문자의 지리적 위치를 추적하려면 데이터베이스에 :guilabel:`GeoIP`가 설치되어 있어야 합니다. 이 기능은 *Odoo " -"온라인*에는 사전 설치되어 있지만, *온프레미스* 데이터베이스의 경우 추가 :doc:`설정 단계 " -"`을 따라야 합니다." -#: ../../content/applications/websites/livechat.rst:191 +#: ../../content/applications/websites/livechat.rst:190 msgid "Widget" msgstr "위젯" -#: ../../content/applications/websites/livechat.rst:193 +#: ../../content/applications/websites/livechat.rst:192 msgid "" "The :guilabel:`Widget` tab on the live chat channel details form provides " "the shortcode for an embeddable website widget. This code can be added to a " @@ -4793,7 +5060,7 @@ msgstr "" "실시간 채팅 채널 세부정보 양식의 :guilabel:`위젯` 탭에는 임베드 가능한 웹사이트 위젯의 단축코드가 제공됩니다. 이 코드를 " "웹사이트에 추가하여 실시간 채팅 창에 대한 액세스를 제공할 수 있습니다." -#: ../../content/applications/websites/livechat.rst:197 +#: ../../content/applications/websites/livechat.rst:196 msgid "" "The live chat widget can be added to websites created through Odoo by " "navigating to the :menuselection:`Website --> Configuration --> Settings`. " @@ -4804,7 +5071,7 @@ msgstr "" "추가할 수 있습니다. :guilabel:`실시간 채팅` 섹션으로 스크롤하여 사이트에 추가할 채널을 선택하고 :guilabel:`저장`을 " "클릭하여 적용합니다." -#: ../../content/applications/websites/livechat.rst:201 +#: ../../content/applications/websites/livechat.rst:200 msgid "" "To add the widget to a website created on a third-party platform, click the " "first :guilabel:`COPY` button on the :guilabel:`Widget` tab and paste the " @@ -4813,7 +5080,7 @@ msgstr "" "타사 플랫폼에서 만든 웹사이트에 위젯을 추가하려면 :guilabel:`위젯` 탭에서 첫 번째 :guilabel:`복사` 버튼을 " "클릭합니다. 그런 다음 사이트의 `` 태그에 코드를 붙여넣습니다." -#: ../../content/applications/websites/livechat.rst:204 +#: ../../content/applications/websites/livechat.rst:203 msgid "" "Likewise, to send a live chat session to a customer, click the second " ":guilabel:`COPY` button on the :guilabel:`Widget` tab. This link can be sent" @@ -4827,11 +5094,11 @@ msgstr "" msgid "View of the widget tab for Odoo Live Chat." msgstr "Odoo 실시간 채팅의 위젯 탭 보기." -#: ../../content/applications/websites/livechat.rst:213 +#: ../../content/applications/websites/livechat.rst:212 msgid "Participate in a conversation" msgstr "대화에 참여하기" -#: ../../content/applications/websites/livechat.rst:215 +#: ../../content/applications/websites/livechat.rst:214 msgid "" "As explained above, *operators* are the users who will respond to live chat " "requests from customers. The information below outlines the necessary steps " @@ -4840,11 +5107,11 @@ msgstr "" "위에서 설명한 대로 *운영자*는 고객의 실시간 채팅 요청을 처리하도록 지정된 사용자입니다. 아래 정보는 Odoo 데이터베이스에서 실시간 " "채팅 대화에 참여하는 상담원을 위한 필수 단계를 간략하게 설명합니다." -#: ../../content/applications/websites/livechat.rst:220 +#: ../../content/applications/websites/livechat.rst:219 msgid "Set an online chat name" msgstr "온라인 채팅 이름 설정" -#: ../../content/applications/websites/livechat.rst:222 +#: ../../content/applications/websites/livechat.rst:221 msgid "" "Before participating in a live chat, operators should update their *Online " "Chat Name*. This is the name that will be displayed to site visitors in the " @@ -4853,7 +5120,7 @@ msgstr "" "실시간 채팅에 효과적으로 참여하려면 운영자는 *온라인 채팅 이름*을 업데이트해야 합니다. 이 이름은 실시간 채팅 대화 중에 사이트 " "방문자에게 표시됩니다." -#: ../../content/applications/websites/livechat.rst:225 +#: ../../content/applications/websites/livechat.rst:224 msgid "" "To update the :guilabel:`Online Chat Name`, click on the user name in the " "upper-right corner of any page in the database. Select :guilabel:`My " @@ -4869,7 +5136,7 @@ msgstr "" msgid "View of the My Profile option in Odoo." msgstr "Odoo에서 내 프로필 옵션 보기." -#: ../../content/applications/websites/livechat.rst:234 +#: ../../content/applications/websites/livechat.rst:233 msgid "" "If a users :guilabel:`Online Chat Name` is not set, the name displayed will " "default to the :guilabel:`User Name`." @@ -4877,7 +5144,7 @@ msgstr "" "사용자가 자신의 :guilabel:`온라인 채팅 이름`을 설정하지 않은 경우 표시되는 이름은 기본적으로 :guilabel:`사용자 " "이름`으로 설정됩니다." -#: ../../content/applications/websites/livechat.rst:238 +#: ../../content/applications/websites/livechat.rst:237 msgid "" "A user has their full name as their :guilabel:`User Name`, but they do not " "want to include their last name in a live chat conversation. They would then" @@ -4890,11 +5157,11 @@ msgstr "" msgid "View of user profile in Odoo, emphasizing the Online Chat name field." msgstr "온라인 채팅 이름 필드가 강조 표시된 Odoo의 사용자 프로필 보기." -#: ../../content/applications/websites/livechat.rst:247 +#: ../../content/applications/websites/livechat.rst:246 msgid "Join or leave a channel" msgstr "채널 가입 또는 탈퇴" -#: ../../content/applications/websites/livechat.rst:249 +#: ../../content/applications/websites/livechat.rst:248 msgid "" "To join a live chat channel, go to the :menuselection:`Live Chat` app and " "click the :guilabel:`JOIN` button on the kanban card for the appropriate " @@ -4903,7 +5170,7 @@ msgstr "" "실시간 채팅 채널에 참여하려면 :menuselection:`실시간 채팅` 앱에 접속하여 해당 채널의 칸반 카드에 있는 " ":guilabel:`참여하기` 버튼을 클릭합니다." -#: ../../content/applications/websites/livechat.rst:252 +#: ../../content/applications/websites/livechat.rst:251 msgid "" "Any channel where the user is currently active will show a :guilabel:`LEAVE`" " button. Click this button to disconnect from the channel." @@ -4916,18 +5183,18 @@ msgid "" "View of a channel form and the option to join a channel for Odoo Live Chat." msgstr "채널 양식 보기 및 Odoo 실시간 채팅 채널 참여 옵션입니다." -#: ../../content/applications/websites/livechat.rst:260 +#: ../../content/applications/websites/livechat.rst:259 msgid "" "*Operators* that do not show any activity in Odoo for more than thirty " "minutes will be considered disconnected, and subsequently removed from the " "channel." msgstr "30분 이상 Odoo에 활동이 없는 *운영자*는 자동으로 연결이 끊긴 것으로 간주되며 이후 채널에서 삭제됩니다." -#: ../../content/applications/websites/livechat.rst:264 +#: ../../content/applications/websites/livechat.rst:263 msgid "Manage live chat requests" msgstr "실시간 채팅 요청 관리하기" -#: ../../content/applications/websites/livechat.rst:266 +#: ../../content/applications/websites/livechat.rst:265 msgid "" "When an operator is active in a channel, chat windows will open in the " "bottom right corner of the screen, no matter where they are in the database." @@ -4937,7 +5204,7 @@ msgstr "" "운영자가 채널에서 활동 중이면 화면 오른쪽 하단에 채팅 창이 열리므로 데이터베이스 내 현재 위치에서 벗어나지 않고도 대화에 참여할 수 " "있습니다." -#: ../../content/applications/websites/livechat.rst:271 +#: ../../content/applications/websites/livechat.rst:270 msgid "" "Conversations can also be accessed by clicking the :guilabel:`Conversations`" " icon in the menu bar." @@ -4947,7 +5214,7 @@ msgstr "대화에 액세스하려면 메뉴 표시줄에 있는 :guilabel:`대 msgid "View of the menu bar in Odoo emphasizing the conversations icon." msgstr "대화 아이콘이 강조된 Odoo의 메뉴 표시줄 보기." -#: ../../content/applications/websites/livechat.rst:278 +#: ../../content/applications/websites/livechat.rst:277 msgid "" "Live chat conversations can also be viewed by navigating to " ":menuselection:`Dashboard --> Discuss`. New conversations will appear in " @@ -4962,14 +5229,14 @@ msgid "" "Odoo." msgstr "Odoo에서 실시간 채팅을 통해 전송된 메시지가 있는 메일 및 채팅 앱 보기." -#: ../../content/applications/websites/livechat.rst:285 +#: ../../content/applications/websites/livechat.rst:284 msgid "" "Click on a conversation in the left panel to select it. This will open the " "conversation. From this view, an operator can participate in the chat the " "same as they would in the normal chat window." msgstr "대화에 참여하려면 왼쪽 패널에서 대화를 클릭합니다. 운영자는 일반 채팅 창에서와 마찬가지로 채팅에 참여할 수 있습니다." -#: ../../content/applications/websites/livechat.rst:289 +#: ../../content/applications/websites/livechat.rst:288 msgid "" ":doc:`Get Started with Discuss " "`" @@ -4977,7 +5244,7 @@ msgstr "" ":doc:`메일 및 채팅 시작하기 " "`" -#: ../../content/applications/websites/livechat.rst:290 +#: ../../content/applications/websites/livechat.rst:289 msgid ":doc:`/applications/websites/livechat/responses`" msgstr ":doc:`/applications/websites/livechat/responses`" @@ -6184,6 +6451,123 @@ msgstr "" "최고의 **오픈 소스 웹사이트 빌더**를 살펴보고 시각적으로 매력적인 웹사이트를 제작하여 방문자를 효과적으로 잠재고객 또는 매출로 " "전환하는 방법을 알아보세요." +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:3 +msgid "Address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:5 +msgid "" +"You can use the Google Places API on your website to ensure that your users'" +" delivery addresses exist and are understood by the carrier. The Google " +"Places API allows developers to access detailed information about places " +"using HTTP requests. The autocompletion predicts a list of places when the " +"user starts typing the address." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Address autocomplete example" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:13 +msgid "" +"`Google Maps Platform `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:14 +msgid "" +"`Google Developers Documentation: Google Places API " +"`_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:18 +msgid "" +"To do so, go to :menuselection:`Website --> Configuration --> Settings` and " +"enable :guilabel:`Address Autocomplete` in the :guilabel:`SEO` section." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Enable address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:24 +msgid "" +"Insert your :guilabel:`Google Places API key` in the :guilabel:`API Key` " +"field. If you don't have one, create yours on the `Google Cloud Console " +"`_ and follow these steps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:28 +msgid "Step 1: Enable the Google Places API" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:30 +msgid "**Create a New Project:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:32 +msgid "" +"To enable the **Google Places API**, you first need to create a project. To " +"do so, click :guilabel:`Select a project` in the top left corner, " +":guilabel:`New Project`, and follow the prompts to set up your project." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:34 +msgid "**Enable the Google Places API:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:36 +msgid "" +"Go to the :guilabel:`Enabled APIs & Services` and click :guilabel:`+ ENABLE " +"APIS AND SERVICES.` Search for :guilabel:`\"Places API\"` and select it. " +"Click on the :guilabel:`\"Enable\"` button." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:39 +msgid "" +"Google's pricing depends on the number of requests and their complexity." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:42 +msgid "Step 2: Create API Credentials" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:44 +msgid "" +"Go to `APIs & Services --> Credentials " +"`_." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:46 +msgid "**Create credentials:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:48 +msgid "" +"To create your credentials, go to :guilabel:`Credentials`, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:50 +msgid "Restrict the API Key (Optional)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:52 +msgid "" +"For security purposes, you can restrict the usage of your API key. You can " +"go to the :guilabel:`API restrictions` section to specify which APIs your " +"key can access. For the Google Places API, you can restrict it to only allow" +" requests from specific websites or apps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:57 +msgid "Save Your API Key: Copy your API key and securely store it." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:58 +msgid "Do not share it publicly or expose it in client-side code." +msgstr "" + #: ../../content/applications/websites/website/configuration/cookies_bar.rst:3 msgid "Cookies bar" msgstr "쿠키 바" @@ -6668,112 +7052,6 @@ msgstr "" "이커머스 대시보드 데이터, 온라인 판매 분석 및 방문자와 같은 기타 보고 데이터는 필요한 경우 웹사이트별로 그룹화할 수 있습니다. 검색 " "패널을 열고 :guilabel:`그룹화 기준 --> 웹사이트`를 선택합니다." -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:3 -msgid "Geo IP Installation (On-Premises Database)" -msgstr "지역 IP 설치(온프레미스 데이터베이스)" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:6 -msgid "Installation" -msgstr "설치" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:8 -msgid "" -"Download both the GeoLite2 City and Country `databases " -"`_. You should end up with " -"two files called :file:`GeoLite2-City.mmdb` and " -":file:`GeoLite2-Country.mmdb`." -msgstr "" -"GeoLite2 도시 및 국가 `데이터베이스 `_를" -" 모두 다운로드합니다. :file:`GeoLite2-City.mmdb`과 :file:`GeoLite2-Country.mmdb`라는 두 " -"개의 파일이 생성됩니다." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:12 -msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." -msgstr ":file:`/usr/share/GeoIP/` 폴더로 파일을 옮깁니다." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:19 -msgid "Restart the server" -msgstr "서버 다시 시작" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:22 -msgid "" -"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," -" use the :option:`--geoip-city-db ` and " -":option:`--geoip-country-db ` options of the " -"Odoo command line interface. These options take the absolute path to the " -"GeoIP database file and use it as the GeoIP database. For example:" -msgstr "" -"geoip 데이터베이스를 :file:`/usr/share/GeoIP/`에서 찾지 않으려면 Odoo 명령줄 인터페이스에서 " -":option:`--geoip-city-db ` 및 :option:`--geoip-" -"country-db ` 옵션을 사용할 수 있습니다. 이러한 옵션은 GeoIP " -"데이터베이스 파일의 절대 경로를 가져와서 이를 GeoIP 데이터베이스로 사용합니다. 예를 들어:" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:33 -msgid ":doc:`CLI documentation `." -msgstr ":doc:`CLI 문서 `." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:36 -msgid "Test GeoIP Geolocation In Odoo Website" -msgstr "Odoo 웹사이트에서 GeoIP 위치 정보 테스트하기" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:38 -msgid "" -"Edit a web page to include some geo-ip information such as the country name " -"of the current request IP address. To do so:" -msgstr "웹페이지를 편집하여 현재 요청 IP 주소의 국가 이름과 같은 일부 IP 위치 정보를 포함시킵니다. 이렇게 하려면:" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:41 -msgid "Go to your website. Open the web page that you want to test ``GeoIP``." -msgstr "웹사이트로 이동합니다. ``GeoIP``를 테스트할 웹페이지를 엽니다." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:42 -msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." -msgstr ":menuselection:`사용자 지정 --> HTML/CSS/JS 편집기`를 선택합니다." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:43 -msgid "Add the following piece of XML in the page :" -msgstr "페이지에 다음 XML을 추가합니다:" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:49 -msgid "Save and refresh the page." -msgstr "페이지를 저장하고 새로고침합니다." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:51 -msgid "" -"Geo-ip is working if you read your country name displayed in bold in the " -"middle of the page." -msgstr "페이지 중앙에 국가명이 굵은 글씨로 눈에 잘 띄게 표시되면 Geo-ip 기능이 작동하는 것입니다." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:53 -msgid "" -"In case you read \"**geoip failure**\" instead then the geolocalization " -"failed. The common causes are:" -msgstr "대신 \"**geoip 실패**\"가 표시되는 경우, 지리적 위치 파악에 실패했다는 의미입니다. 일반적인 원인은 다음과 같습니다:" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:55 -msgid "" -"The browsing IP address is the localhost (``127.0.0.1``) or a local area " -"network one. If you don't know, you can access your website using mobile " -"data." -msgstr "" -"브라우징 IP 주소는 로컬 호스트(``127.0.0.1``) 또는 로컬 영역 네트워크 주소입니다. 확인하려면 모바일 데이터를 사용하여 " -"웹사이트에 액세스할 수 있습니다." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:57 -msgid "" -"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " -"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." -msgstr "" -"Odoo에서 역방향 프록시(예: Apache 또는 Nginx)를 사용하고 있지만 프록시 모드를 활성화한 상태로 Odoo를 시작하지 " -"않았습니다. :option:`프록시 모드 `를 참조하세요." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:59 -msgid "" -"The GeoIP database is corrupt, missing or unaccessible. In such case a " -"warning was logged in the server logs." -msgstr "GeoIP 데이터베이스가 손상, 또는 누락되었거나 액세스할 수 없습니다. 이러한 경우 서버 로그에 경고가 기록됩니다." - #: ../../content/applications/websites/website/configuration/spam_protection.rst:3 msgid "Forms spam protection" msgstr "스팸 보호 양식" diff --git a/locale/nl/LC_MESSAGES/administration.po b/locale/nl/LC_MESSAGES/administration.po index 827742bc7..94a479d2a 100644 --- a/locale/nl/LC_MESSAGES/administration.po +++ b/locale/nl/LC_MESSAGES/administration.po @@ -17,7 +17,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Erwin van der Ploeg , 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" @@ -1451,6 +1451,105 @@ msgid "" "messages `." msgstr "" +#: ../../content/administration/install/geo_ip.rst:3 +msgid "Geo IP" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:6 +msgid "This documentation only applies to On-premise databases." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:9 +msgid "Installation" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:11 +msgid "" +"Download both the GeoLite2 City and Country `databases " +"`_. You should end up with " +"two files called :file:`GeoLite2-City.mmdb` and " +":file:`GeoLite2-Country.mmdb`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:15 +msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:22 +msgid "Restart the server" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:25 +msgid "" +"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," +" use the :option:`--geoip-city-db ` and " +":option:`--geoip-country-db ` options of the " +"Odoo command line interface. These options take the absolute path to the " +"GeoIP database file and use it as the GeoIP database. For example:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:36 +msgid ":doc:`CLI documentation `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:39 +msgid "Test GeoIP geolocation in your Odoo website" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:41 +msgid "" +"Edit a web page to include some geo-ip information such as the country name " +"of the current request IP address. To do so:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:44 +msgid "Go to your website. Open the web page that you want to test ``GeoIP``." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:45 +msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:46 +msgid "Add the following piece of XML in the page :" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:52 +msgid "Save and refresh the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:54 +msgid "" +"Geo-ip is working if you read your country name displayed in bold in the " +"middle of the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:56 +msgid "" +"In case you read \"**geoip failure**\" instead then the geolocalization " +"failed. The common causes are:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:58 +msgid "" +"The browsing IP address is the localhost (``127.0.0.1``) or a local area " +"network one. If you don't know, you can access your website using mobile " +"data." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:60 +msgid "" +"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " +"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:62 +msgid "" +"The GeoIP database is corrupt, missing or unaccessible. In such case a " +"warning was logged in the server logs." +msgstr "" + #: ../../content/administration/install/online.rst:3 msgid "Online" msgstr "Online" @@ -1476,8 +1575,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 #: ../../content/administration/maintain/supported_versions.rst:29 -#: ../../content/administration/upgrade.rst:92 -#: ../../content/administration/upgrade.rst:309 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "" @@ -3021,8 +3120,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:250 #: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade.rst:122 -#: ../../content/administration/upgrade.rst:320 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "" @@ -8678,64 +8777,68 @@ msgstr "" #: ../../content/administration/upgrade.rst:42 msgid "" -"If your database contains a **custom module**, you must first upgrade its " -"source code to be compatible with the new version of Odoo **before " -"upgrading**." +"If your database contains custom modules, it cannot be upgraded until a " +"version of your custom modules is available for the target version of Odoo. " +"For customers maintaining their own custom modules, we recommend to " +"parallelize the process by :ref:`requesting an upgraded database " +"` while also :doc:`upgrading the source code " +"of your custom modules `." msgstr "" -#: ../../content/administration/upgrade.rst:49 +#: ../../content/administration/upgrade.rst:50 msgid "Upgrading in a nutshell" msgstr "" -#: ../../content/administration/upgrade.rst:51 +#: ../../content/administration/upgrade.rst:52 msgid "" "Request an upgraded test database (see :ref:`obtaining an upgraded test " "database `)." msgstr "" -#: ../../content/administration/upgrade.rst:54 +#: ../../content/administration/upgrade.rst:55 +msgid "" +"If applicable, upgrade the source code of your custom module to be " +"compatible with the new version of Odoo (see " +":doc:`/developer/howtos/upgrade_custom_db`)." +msgstr "" + +#: ../../content/administration/upgrade.rst:58 msgid "" "Thoroughly test the upgraded database (see :ref:`testing the new version of " "the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:57 +#: ../../content/administration/upgrade.rst:61 msgid "" "Report any issue encountered during the testing to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:60 -msgid "" -"(If applicable) : upgrade the source code of your custom module to be " -"compatible with the new version of Odoo." -msgstr "" - -#: ../../content/administration/upgrade.rst:63 +#: ../../content/administration/upgrade.rst:64 msgid "" "Once all issues are resolved and you are confident that the upgraded " "database can be used as your main database without any issues, plan the " "upgrade of your production database." msgstr "" -#: ../../content/administration/upgrade.rst:66 +#: ../../content/administration/upgrade.rst:67 msgid "" "Request the upgrade for the production database, rendering it unavailable " "for the time it takes to complete the process (see :ref:`upgrading the " "production database `)." msgstr "" -#: ../../content/administration/upgrade.rst:69 +#: ../../content/administration/upgrade.rst:70 msgid "" "Report any issue encountered during the upgrade to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:78 +#: ../../content/administration/upgrade.rst:76 msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:78 msgid "" "The `Upgrade page `_ is the main platform for " "requesting an upgraded database. However, depending on the hosting type, you" @@ -8744,7 +8847,7 @@ msgid "" "`_." msgstr "" -#: ../../content/administration/upgrade.rst:86 +#: ../../content/administration/upgrade.rst:84 msgid "" "The Upgrade platform follows the same `Privacy Policy " "`_ as the other Odoo.com services. Visit the " @@ -8752,13 +8855,13 @@ msgid "" "learn more about how Odoo handles your data and privacy." msgstr "" -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:92 msgid "" "Odoo Online databases can be manually upgraded via the `database manager " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:97 +#: ../../content/administration/upgrade.rst:95 msgid "" "The database manager displays all databases associated with the user's " "account. Databases not on the most recent version of Odoo display an arrow " @@ -8770,23 +8873,23 @@ msgid "" "The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:104 +#: ../../content/administration/upgrade.rst:102 msgid "" "Click the **arrow in a circle** icon to start the upgrade process. In the " "popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:106 +#: ../../content/administration/upgrade.rst:104 msgid "" "The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:107 +#: ../../content/administration/upgrade.rst:105 msgid "" "The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:108 +#: ../../content/administration/upgrade.rst:106 msgid "" "The :guilabel:`Purpose` of the upgrade, which is automatically set to " ":guilabel:`Test` for your first upgrade request" @@ -8796,7 +8899,7 @@ msgstr "" msgid "The \"Upgrade your database\" popup." msgstr "" -#: ../../content/administration/upgrade.rst:114 +#: ../../content/administration/upgrade.rst:112 msgid "" "The :guilabel:`Upgrade in progress` tag is displayed next to the database " "name until completion. Once the process succeeds, an email containing a link" @@ -8809,7 +8912,7 @@ msgstr "" msgid "Clicking the menu arrow displays the upgraded test database." msgstr "" -#: ../../content/administration/upgrade.rst:124 +#: ../../content/administration/upgrade.rst:122 msgid "" "Odoo.sh is integrated with the upgrade platform to simplify the upgrade " "process." @@ -8819,13 +8922,13 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "" -#: ../../content/administration/upgrade.rst:129 +#: ../../content/administration/upgrade.rst:127 msgid "" "The **latest production daily automatic backup** is then sent to the " "`upgrade platform `_." msgstr "" -#: ../../content/administration/upgrade.rst:132 +#: ../../content/administration/upgrade.rst:130 msgid "" "Once the upgrade platform is done upgrading the backup and uploading it on " "the branch, it is put in a **special mode**: each time a **commit is " @@ -8836,7 +8939,7 @@ msgid "" "going to :file:`~/logs/upgrade.log`." msgstr "" -#: ../../content/administration/upgrade.rst:140 +#: ../../content/administration/upgrade.rst:138 msgid "" "In databases where custom modules are installed, their source code must be " "up-to-date with the target version of Odoo before the upgrade can be " @@ -8845,58 +8948,72 @@ msgid "" "platform, and the upgrade mode is exited." msgstr "" -#: ../../content/administration/upgrade.rst:152 -#: ../../content/administration/upgrade.rst:344 +#: ../../content/administration/upgrade.rst:143 +msgid "" +"Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more " +"information." +msgstr "" + +#: ../../content/administration/upgrade.rst:145 +#: ../../content/administration/upgrade.rst:341 msgid "On-premise" msgstr "" -#: ../../content/administration/upgrade.rst:154 +#: ../../content/administration/upgrade.rst:147 msgid "" "The standard upgrade process can be initiated by entering the following " "command line on the machine where the database is hosted:" msgstr "" -#: ../../content/administration/upgrade.rst:161 +#: ../../content/administration/upgrade.rst:154 msgid "" "The following command can be used to display the general help and the main " "commands:" msgstr "" -#: ../../content/administration/upgrade.rst:167 +#: ../../content/administration/upgrade.rst:160 msgid "" "An upgraded test database can also be requested via the `Upgrade page " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:171 +#: ../../content/administration/upgrade.rst:164 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. Check out the :doc:`/developer/howtos/upgrade_custom_db` page for" +" more information." +msgstr "" + +#: ../../content/administration/upgrade.rst:169 msgid "" "For security reasons, only the person who submitted the upgrade request can " "download it." msgstr "" -#: ../../content/administration/upgrade.rst:172 +#: ../../content/administration/upgrade.rst:170 msgid "" "For storage reasons, the database's copy is submitted without a filestore to" " the upgrade server. Therefore, the upgraded database does not contain the " "production filestore." msgstr "" -#: ../../content/administration/upgrade.rst:174 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " "as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade.rst:177 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade.rst:179 +#: ../../content/administration/upgrade.rst:177 msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:180 +#: ../../content/administration/upgrade.rst:178 msgid "" "A `filestore` folder containing files extracted from in-database records " "into attachments (if there are any) and new standard Odoo files from the " @@ -8905,13 +9022,13 @@ msgid "" "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade.rst:187 +#: ../../content/administration/upgrade.rst:185 msgid "" "You can request multiple test databases if you wish to test an upgrade more " "than once." msgstr "" -#: ../../content/administration/upgrade.rst:192 +#: ../../content/administration/upgrade.rst:190 msgid "" "When an upgrade request is completed, an upgrade report is attached to the " "successful upgrade email, and it becomes available in the Discuss app for " @@ -8920,171 +9037,171 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:200 +#: ../../content/administration/upgrade.rst:198 msgid "Testing the new version of the database" msgstr "" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:200 msgid "" "It is essential to spend some time testing the upgraded test database to " "ensure that you are not stuck in your day-to-day activities by a change in " "views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade.rst:207 +#: ../../content/administration/upgrade.rst:205 msgid "" "Test databases are neutralized, and some features are disabled to prevent " "them from impacting the production database:" msgstr "" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:208 msgid "Scheduled actions are disabled." msgstr "" -#: ../../content/administration/upgrade.rst:211 +#: ../../content/administration/upgrade.rst:209 msgid "" "Outgoing mail servers are disabled by archiving the existing ones and adding" " a fake one." msgstr "" -#: ../../content/administration/upgrade.rst:212 +#: ../../content/administration/upgrade.rst:210 msgid "" "Payment providers and delivery carriers are reset to the test environment." msgstr "" -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:211 msgid "" "Bank synchronization is disabled. Should you want to test the " "synchronization, contact your bank synchronization provider to get sandbox " "credentials." msgstr "" -#: ../../content/administration/upgrade.rst:216 +#: ../../content/administration/upgrade.rst:214 msgid "" "Testing as many of your business flows as possible is strongly recommended " "to ensure they are working correctly and to get more familiar with the new " "version." msgstr "" -#: ../../content/administration/upgrade.rst:219 +#: ../../content/administration/upgrade.rst:217 msgid "Basic test checklist" msgstr "" -#: ../../content/administration/upgrade.rst:221 +#: ../../content/administration/upgrade.rst:219 msgid "" "Are there views that are deactivated in your test database but active in " "your production database?" msgstr "" -#: ../../content/administration/upgrade.rst:223 +#: ../../content/administration/upgrade.rst:221 msgid "Are your usual views still displayed correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:224 +#: ../../content/administration/upgrade.rst:222 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" -#: ../../content/administration/upgrade.rst:225 +#: ../../content/administration/upgrade.rst:223 msgid "Are your website pages working correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:226 +#: ../../content/administration/upgrade.rst:224 msgid "" "Are you able to create and modify records? (sales orders, invoices, " "purchases, users, contacts, companies, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:226 msgid "Are there any issues with your mail templates?" msgstr "" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:227 msgid "Are there any issues with saved translations?" msgstr "" -#: ../../content/administration/upgrade.rst:230 +#: ../../content/administration/upgrade.rst:228 msgid "Are your search filters still present?" msgstr "" -#: ../../content/administration/upgrade.rst:231 +#: ../../content/administration/upgrade.rst:229 msgid "Can you export your data?" msgstr "" -#: ../../content/administration/upgrade.rst:235 +#: ../../content/administration/upgrade.rst:233 msgid "" "Checking a random product in your product catalog and comparing its test and" " production data to verify everything is the same (product category, selling" " price, cost price, vendor, accounts, routes, etc.)." msgstr "" -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:236 msgid "Buying this product (Purchase app)." msgstr "" -#: ../../content/administration/upgrade.rst:239 +#: ../../content/administration/upgrade.rst:237 msgid "Confirming the reception of this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:238 msgid "" "Checking if the route to receive this product is the same in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:242 +#: ../../content/administration/upgrade.rst:240 msgid "Selling this product (Sales app) to a random customer." msgstr "" -#: ../../content/administration/upgrade.rst:243 +#: ../../content/administration/upgrade.rst:241 msgid "" "Opening your customer database (Contacts app), selecting a customer (or " "company), and checking its data." msgstr "" -#: ../../content/administration/upgrade.rst:245 +#: ../../content/administration/upgrade.rst:243 msgid "Shipping this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:246 +#: ../../content/administration/upgrade.rst:244 msgid "" "Checking if the route to ship this product is the same as in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:248 +#: ../../content/administration/upgrade.rst:246 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:249 +#: ../../content/administration/upgrade.rst:247 msgid "" "Crediting the invoice (issuing a credit note) and checking if it behaves as " "in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:251 +#: ../../content/administration/upgrade.rst:249 msgid "Checking your reports' results (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:250 msgid "" "Randomly checking your taxes, currencies, bank accounts, and fiscal year " "(Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:253 +#: ../../content/administration/upgrade.rst:251 msgid "" "Making an online order (Website apps) from the product selection in your " "shop until the checkout process and checking if everything behaves as in " "your production database." msgstr "" -#: ../../content/administration/upgrade.rst:256 +#: ../../content/administration/upgrade.rst:254 msgid "" "This list is **not** exhaustive. Extend the example to your other apps based" " on your use of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:258 +#: ../../content/administration/upgrade.rst:256 msgid "" "If you face an issue while testing your upgraded test database, you can " "request the assistance of Odoo via the `support page " @@ -9094,7 +9211,7 @@ msgid "" "database." msgstr "" -#: ../../content/administration/upgrade.rst:263 +#: ../../content/administration/upgrade.rst:261 msgid "" "You might encounter significant differences with standard views, features, " "fields, and models during testing. Those changes cannot be reverted on a " @@ -9103,39 +9220,39 @@ msgid "" "module to make it compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:269 +#: ../../content/administration/upgrade.rst:267 msgid "Do not forget to test:" msgstr "" -#: ../../content/administration/upgrade.rst:271 +#: ../../content/administration/upgrade.rst:269 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:272 +#: ../../content/administration/upgrade.rst:270 msgid "" "Workflows between different apps (online sales with eCommerce, converting a " "lead all the way to a sales order, delivery of products, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:274 +#: ../../content/administration/upgrade.rst:272 msgid "Data exports" msgstr "" -#: ../../content/administration/upgrade.rst:275 +#: ../../content/administration/upgrade.rst:273 msgid "Automated actions" msgstr "Geautomatiseerde acties" -#: ../../content/administration/upgrade.rst:276 +#: ../../content/administration/upgrade.rst:274 msgid "" "Server actions in the action menu on form views, as well as by selecting " "multiple records on list views" msgstr "" -#: ../../content/administration/upgrade.rst:282 +#: ../../content/administration/upgrade.rst:280 msgid "Upgrading the production database" msgstr "" -#: ../../content/administration/upgrade.rst:284 +#: ../../content/administration/upgrade.rst:282 msgid "" "Once the :ref:`tests ` are completed and you are " "confident that the upgraded database can be used as your main database " @@ -9144,63 +9261,63 @@ msgid "" "`support page `__." msgstr "" -#: ../../content/administration/upgrade.rst:289 +#: ../../content/administration/upgrade.rst:287 msgid "" "Your production database will be unavailable during its upgrade. Therefore, " "we recommend planning the upgrade at a time when the use of the database is " "minimal." msgstr "" -#: ../../content/administration/upgrade.rst:292 +#: ../../content/administration/upgrade.rst:290 msgid "" "As the standard upgrade scripts and your database are constantly evolving, " "it is also recommended to frequently request another upgraded test database " "to ensure that the upgrade process is still successful, especially if it " -"takes a long time to finish. Fully rehearsing the upgrade process the day " -"before upgrading the production database is also recommended." +"takes a long time to finish. **Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended.**" msgstr "" -#: ../../content/administration/upgrade.rst:298 +#: ../../content/administration/upgrade.rst:296 msgid "Going into production without first testing may lead to:" msgstr "" -#: ../../content/administration/upgrade.rst:300 +#: ../../content/administration/upgrade.rst:298 msgid "Users failing to adjust to the changes and new features" msgstr "" -#: ../../content/administration/upgrade.rst:301 +#: ../../content/administration/upgrade.rst:299 msgid "" "Business interruptions (e.g., no longer having the possibility to validate " "an action)" msgstr "" -#: ../../content/administration/upgrade.rst:302 +#: ../../content/administration/upgrade.rst:300 msgid "" "Poor customer experience (e.g., an eCommerce website that does not work " "correctly)" msgstr "" -#: ../../content/administration/upgrade.rst:304 +#: ../../content/administration/upgrade.rst:302 msgid "" "The process of upgrading a production database is similar to upgrading a " "test database with a few exceptions." msgstr "" -#: ../../content/administration/upgrade.rst:311 +#: ../../content/administration/upgrade.rst:309 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "`, except for the purpose option, which must " "be set to :guilabel:`Production` instead of :guilabel:`Test`." msgstr "" -#: ../../content/administration/upgrade.rst:316 +#: ../../content/administration/upgrade.rst:314 msgid "" "Once the upgrade is requested, the database will be unavailable until the " "upgrade is finished. Once the process is completed, it is impossible to " "revert to the previous version." msgstr "" -#: ../../content/administration/upgrade.rst:322 +#: ../../content/administration/upgrade.rst:320 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "` on the :guilabel:`Production` branch." @@ -9210,7 +9327,7 @@ msgstr "" msgid "View from the upgrade tab" msgstr "" -#: ../../content/administration/upgrade.rst:328 +#: ../../content/administration/upgrade.rst:326 msgid "" "The process is **triggered as soon as a new commit is made** on the branch. " "This allows the upgrade process to be synchronized with the deployment of " @@ -9218,7 +9335,7 @@ msgid "" "the upgrade process is triggered immediately." msgstr "" -#: ../../content/administration/upgrade.rst:334 +#: ../../content/administration/upgrade.rst:332 msgid "" "The database is unavailable throughout the process. If anything goes wrong, " "the platform automatically reverts the upgrade, as it would be for a regular" @@ -9226,21 +9343,23 @@ msgid "" "created." msgstr "" -#: ../../content/administration/upgrade.rst:338 +#: ../../content/administration/upgrade.rst:336 msgid "" "The update of your custom modules must be successful to complete the entire " "upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." +":guilabel:`successful` before trying it in production. More information on " +"how to upgrade your custom modules can be found on " +":doc:`/developer/howtos/upgrade_custom_db`." msgstr "" -#: ../../content/administration/upgrade.rst:346 +#: ../../content/administration/upgrade.rst:343 msgid "" "The command to upgrade a database to production is similar to the one of " "upgrading a test database except for the argument `test`, which must be " "replaced by `production`:" msgstr "" -#: ../../content/administration/upgrade.rst:353 +#: ../../content/administration/upgrade.rst:350 msgid "" "An upgraded production database can also be requested via the `Upgrade page " "`_. Once the database is uploaded, any " @@ -9249,7 +9368,7 @@ msgid "" "process." msgstr "" -#: ../../content/administration/upgrade.rst:360 +#: ../../content/administration/upgrade.rst:357 msgid "" "When requesting an upgraded database for production purposes, the copy is " "submitted without a filestore. Therefore, the upgraded database filestore " @@ -9257,7 +9376,7 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:364 +#: ../../content/administration/upgrade.rst:361 msgid "" "In case of an issue with your production database, you can request the " "assistance of Odoo via the `support page " @@ -9265,92 +9384,92 @@ msgid "" "related to the upgrade in production." msgstr "" -#: ../../content/administration/upgrade.rst:372 +#: ../../content/administration/upgrade.rst:369 msgid "Service-level agreement (SLA)" msgstr "" -#: ../../content/administration/upgrade.rst:374 +#: ../../content/administration/upgrade.rst:371 msgid "" "With Odoo Enterprise, upgrading a database to the most recent version of " "Odoo is **free**, including any support required to rectify potential " "discrepancies in the upgraded database." msgstr "" -#: ../../content/administration/upgrade.rst:377 +#: ../../content/administration/upgrade.rst:374 msgid "" "Information about the upgrade services included in the Enterprise Licence is" " available in the :ref:`Odoo Enterprise Subscription Agreement `. " "However, this section clarifies what upgrade services you can expect." msgstr "" -#: ../../content/administration/upgrade.rst:382 +#: ../../content/administration/upgrade.rst:379 msgid "Upgrade services covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:384 +#: ../../content/administration/upgrade.rst:381 msgid "" "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " "self-hosted (On-Premise) can benefit from upgrade services at all times for:" msgstr "" -#: ../../content/administration/upgrade.rst:387 +#: ../../content/administration/upgrade.rst:384 msgid "the upgrade of all **standard applications**;" msgstr "" -#: ../../content/administration/upgrade.rst:388 +#: ../../content/administration/upgrade.rst:385 msgid "" "the upgrade of all **customizations created with the Studio app**, as long " "as Studio is still installed and the respective subscription is still " "active; and" msgstr "" -#: ../../content/administration/upgrade.rst:390 +#: ../../content/administration/upgrade.rst:387 msgid "" "the upgrade of all **developments and customizations covered by a " "maintenance of customizations subscription**." msgstr "" -#: ../../content/administration/upgrade.rst:393 +#: ../../content/administration/upgrade.rst:390 msgid "" "Upgrade services are limited to the technical conversion and adaptation of a" " database (standard modules and data) to make it compatible with the version" " targeted by the upgrade." msgstr "" -#: ../../content/administration/upgrade.rst:397 +#: ../../content/administration/upgrade.rst:394 msgid "Upgrade services not covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:399 +#: ../../content/administration/upgrade.rst:396 msgid "The following upgrade-related services are **not** included:" msgstr "" -#: ../../content/administration/upgrade.rst:401 +#: ../../content/administration/upgrade.rst:398 msgid "" "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" -#: ../../content/administration/upgrade.rst:402 +#: ../../content/administration/upgrade.rst:399 msgid "" "the upgrade of **custom modules created in-house or by third parties**, " "including Odoo partners;" msgstr "" -#: ../../content/administration/upgrade.rst:403 +#: ../../content/administration/upgrade.rst:400 msgid "" "lines of **code added to standard modules**, i.e., customizations created " "outside the Studio app, code entered manually, and :ref:`automated actions " "using Python code `; and" msgstr "" -#: ../../content/administration/upgrade.rst:406 +#: ../../content/administration/upgrade.rst:403 msgid "**training** on using the upgraded version's features and workflows." msgstr "" -#: ../../content/administration/upgrade.rst:409 +#: ../../content/administration/upgrade.rst:406 msgid ":doc:`Odoo.sh documentation `" msgstr "" -#: ../../content/administration/upgrade.rst:410 +#: ../../content/administration/upgrade.rst:407 msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/nl/LC_MESSAGES/finance.po b/locale/nl/LC_MESSAGES/finance.po index 5ce2325a7..52338ceea 100644 --- a/locale/nl/LC_MESSAGES/finance.po +++ b/locale/nl/LC_MESSAGES/finance.po @@ -20,7 +20,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2023\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" @@ -184,7 +184,9 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "Rapportages" @@ -196,7 +198,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -378,34 +380,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -546,8 +548,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -558,28 +560,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -997,14 +1004,10 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" -"Deze verbreking kan worden veroorzaakt door de Odoo-support. Neem in dit " -"geval rechtstreeks contact op met de `support `_ " -"met uw klant-ID of de referentie van de fout die in de chatter wordt " -"vermeld." #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 msgid "Migration process for users having installed Odoo before December 2020" @@ -1907,7 +1910,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "Afletteren bank" @@ -2688,10 +2691,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "**Rekening**" @@ -2707,10 +2708,8 @@ msgstr "**Vervaldatum**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2719,10 +2718,8 @@ msgstr "**Debet**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2758,8 +2755,8 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -2777,6 +2774,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -2792,7 +2795,7 @@ msgstr "Verkoop" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -2967,7 +2970,7 @@ msgid ":doc:`payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr "" @@ -3566,350 +3569,407 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "Vereisten" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" +msgid "" +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" +msgid "Deferred revenue report" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "Een nieuwe regel maken" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "Uitgestelde omzetmodellen" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 +msgid "" +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 @@ -4066,7 +4126,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4138,48 +4198,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4189,26 +4313,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "" @@ -4388,22 +4700,48 @@ msgstr "" msgid ":doc:`../reporting/intrastat`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 -msgid "Define an Incoterm" +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +msgid "Define an Incoterm" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 -msgid "Default Incoterm configuration" +msgid "Incoterm location" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 +msgid "Default Incoterm configuration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 +msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " ":menuselection:`Accounting/Invoicing --> Configuration --> Settings`, scroll" @@ -5398,6 +5736,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "Grootboekschema" @@ -6495,7 +6834,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -6608,11 +6947,12 @@ msgstr "Grootboekrekeningen categorieën" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "Balans" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "Activa" @@ -6717,70 +7057,64 @@ msgstr "Overige" msgid "Off-Balance Sheet" msgstr "Niet opgenomen in balans" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "Labels" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "Rekeninggroepen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -6790,17 +7124,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -6814,7 +7148,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -6825,17 +7159,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -6843,7 +7177,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -6854,11 +7188,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "Vervallen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -6866,29 +7200,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7423,7 +7757,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -7650,22 +7984,23 @@ msgstr "Betalingen" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 @@ -7673,9 +8008,6 @@ msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -7691,174 +8023,195 @@ msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:39 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" +msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -7902,11 +8255,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -7918,7 +8271,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -7928,17 +8281,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -7951,13 +8304,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr "" @@ -8667,253 +9020,91 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "Log een interne overplaatsing" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -9100,70 +9291,76 @@ msgstr "Activeer cheque betalingsmethode" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " "module is required to print U.S. checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "Verenigde Staten" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" "Voor de Verenigde Staten ondersteunt Odoo standaard de cheque formaten van:" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "Betaal een leveranciersfactuur met een cheque" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "Een leverancier betalen met een cheque gebeurd in drie stappen:" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "Checks in batch afdrukken voor alle geregistreerde betalingen" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "Registreer een betaling via cheque" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -9171,11 +9368,11 @@ msgid "" " :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "Print cheques" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -9183,7 +9380,7 @@ msgid "" "reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -11425,6 +11622,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "Vereisten" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "BTW aangifteperiode" @@ -11566,7 +11768,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" @@ -11822,9 +12024,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11834,10 +12037,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11846,444 +12049,458 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" +msgid "Activate sales taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "BTW naam" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "BTW berekening" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " ":ref:`affects the base of the subsequent ones `." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "BTW" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "Totaal" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:102 +msgid "" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "1,100.00" +msgstr "" + #: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" +msgid "**Percentage of Price Tax Included**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 -msgid "1,100.00" +msgid "111.11" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:127 +msgid "1,111.11" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:130 -msgid "**Percentage of Price Tax Included**" +msgid "**Python code**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:132 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:138 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "1,111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "Actief" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "BTW over" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:177 -msgid "Definition tab" +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:179 +msgid "Definition tab" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "Label op facturen" - #: ../../content/applications/finance/accounting/taxes.rst:204 +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" +msgid "The label on invoices is displayed on each invoice line" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "BTW-groep" +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:216 +#: ../../content/applications/finance/accounting/taxes.rst:217 msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "Toevoegen aan kostenplaats" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "Inclusief BTW" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "Beïnvloed grondslag van daarop volgende BTW's" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -12294,15 +12511,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr "" @@ -12432,6 +12653,7 @@ msgstr "" "voor uw verkoper." #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -13215,95 +13437,77 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" -msgstr "Als een voorbeeld, in Colombia heeft u mogelijk de volgende factuur:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" +msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." -msgstr "" -"Het uitgeprinte rapport toont de verschillende bedragen in elke " -"belastingscategorie." - #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 msgid "TaxCloud integration" msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr "" @@ -13378,7 +13582,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "" @@ -13397,6 +13601,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -13626,6 +13834,12 @@ msgstr "Degressief" msgid "Declining Then Straight Line" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -13636,6 +13850,13 @@ msgstr "" msgid "Configure an Assets Account" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "" @@ -13646,12 +13867,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "" @@ -13665,12 +13884,10 @@ msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -13686,18 +13903,29 @@ msgid "" "automation>` for these products." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " "click on the account, and select the right one." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "Een nieuwe regel maken" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -13733,6 +13961,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -13914,6 +14146,13 @@ msgid "" "with the right asset account." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "" @@ -13933,6 +14172,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -13958,243 +14201,189 @@ msgid "" "account`)." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" +msgid "Deferred expenses" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "Uitgestelde kostenmodellen" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 -msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 -msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 @@ -14442,8 +14631,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -14500,6 +14689,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -16836,7 +17027,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "" @@ -16919,7 +17110,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "" @@ -17086,7 +17277,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "" @@ -18151,29 +18342,1654 @@ msgstr "" msgid "Australia" msgstr "Australië" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "Australische loonadministratie Employment Hero" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "Inkoop" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "Loonadministratie" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "Australische loonadministratie Employment Hero" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -18186,7 +20002,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -18196,13 +20012,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -18212,15 +20031,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -18233,20 +20052,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -18256,7 +20075,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -18352,7 +20171,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -18370,22 +20189,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -18446,7 +20265,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -18552,12 +20371,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -18657,10 +20470,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -18903,12 +20712,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Elektronische facturatie" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -18917,38 +21095,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -18956,7 +21134,7 @@ msgid "" "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -18964,76 +21142,76 @@ msgid "" "`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "Op-Locatie" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "Gecertificeerd" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -19041,52 +21219,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -19095,7 +21273,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -19103,17 +21281,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -19122,7 +21300,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -19170,7 +21348,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -19185,25 +21363,25 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "IoT Box" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -19211,19 +21389,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -19235,7 +21413,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -19243,17 +21421,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -19801,10 +21979,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -19980,7 +22154,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -20211,7 +22385,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -20241,7 +22415,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -20256,12 +22430,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -20274,24 +22446,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -20299,110 +22464,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -20410,11 +22575,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -20423,15 +22588,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -20439,11 +22604,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -20453,50 +22618,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -20507,29 +22672,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -20537,19 +22702,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "Certificaat" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -20557,24 +22722,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -20585,13 +22750,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -20600,12 +22765,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -20613,43 +22778,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -20659,13 +22824,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -20676,56 +22841,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -20733,32 +22898,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -20767,7 +22932,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -20775,7 +22940,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -20783,11 +22948,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -20796,7 +22961,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -20805,14 +22970,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -20820,11 +22985,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -20835,14 +23000,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -20850,60 +23015,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "Overboekingsrekeningen" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "Conversieratio" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -20915,11 +23080,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -20932,32 +23097,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -20967,7 +23132,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -20980,7 +23145,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -20991,7 +23156,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -21004,7 +23169,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -21015,26 +23180,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -21043,21 +23208,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "" @@ -21065,11 +23230,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -21083,14 +23248,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21101,36 +23266,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -21138,11 +23303,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -21155,12 +23320,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -21252,34 +23417,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -21294,16 +23459,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "Use cases" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -21317,11 +23482,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -21335,7 +23500,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -21345,17 +23510,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -21369,23 +23534,23 @@ msgid "" "code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -21396,7 +23561,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -21406,16 +23571,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -21427,55 +23592,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "Ontvangst" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -21487,11 +23652,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "Aanspraak" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -21506,7 +23671,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -21514,12 +23679,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21527,7 +23692,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21535,14 +23700,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21552,46 +23717,46 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -21602,13 +23767,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -21619,7 +23784,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -21629,18 +23794,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -21649,7 +23814,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -21657,7 +23822,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -21667,7 +23832,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -21675,18 +23840,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21694,7 +23859,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21704,7 +23869,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -21718,7 +23883,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -21732,7 +23897,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -21742,11 +23907,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -21756,7 +23921,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -21764,18 +23929,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21783,13 +23948,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21799,14 +23964,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -21814,11 +23979,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -21829,11 +23994,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21845,11 +24010,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -21860,32 +24025,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -21898,20 +24063,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -21924,12 +24089,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -21940,7 +24105,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -21952,31 +24117,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -21988,31 +24153,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -22020,23 +24185,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -22044,7 +24209,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -22057,21 +24222,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -22082,17 +24247,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -22103,7 +24268,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -22111,11 +24276,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -22127,19 +24292,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -22151,18 +24316,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "Retouren" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -22174,7 +24339,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -22184,24 +24349,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -22209,7 +24374,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -22224,11 +24389,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -22237,13 +24402,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -22254,7 +24419,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -22265,7 +24430,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -24316,8 +26481,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" @@ -25833,7 +27998,6 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -31798,7 +33962,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -32392,13 +34556,11 @@ msgid "Spain" msgstr "Spanje" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" +msgid "Spanish chart of accounts" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 @@ -32415,39 +34577,57 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 -msgid "Tax Report (Modelo 111)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 -msgid "Tax Report (Modelo 115)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +msgid "Tax Report (Modelo 111)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 +msgid "Tax Report (Modelo 115)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "Zwitserland" @@ -32651,17 +34831,6 @@ msgstr "" msgid "TVA 7.7%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "Inkoop" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -33331,10 +35500,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "Loonadministratie" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -33798,6 +35963,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -33805,6 +35971,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -33829,7 +35996,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -34395,10 +36561,10 @@ msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -34817,8 +36983,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -35463,17 +37629,26 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -35971,30 +38146,37 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " "saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -36598,11 +38780,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "Sjablonen" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -36611,7 +38806,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -36621,40 +38816,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "Rollen" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -36665,11 +38861,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -36678,28 +38874,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -36707,7 +38903,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -36715,7 +38911,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -36727,28 +38923,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -36757,7 +38953,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -36768,7 +38964,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -36776,11 +38972,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -36789,7 +38985,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -36800,76 +38996,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -36877,20 +39074,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -36898,33 +39095,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -36932,19 +39129,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -36954,7 +39151,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/nl/LC_MESSAGES/inventory_and_mrp.po b/locale/nl/LC_MESSAGES/inventory_and_mrp.po index 63d2b8dd8..edbef7ba5 100644 --- a/locale/nl/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/nl/LC_MESSAGES/inventory_and_mrp.po @@ -5,19 +5,19 @@ # # Translators: # Martin Trigaux, 2023 -# Yenthe Van Ginneken , 2023 -# Jolien De Paepe, 2023 # Erwin van der Ploeg , 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 +# Jolien De Paepe, 2024 +# Yenthe Van Ginneken , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Yenthe Van Ginneken , 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -53,52 +53,269 @@ msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" +msgid "Apply inventory adjustments with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "Wist je dat?" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 @@ -998,6 +1215,9 @@ msgstr "Partijnummer" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1027,6 +1247,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1337,141 +1558,661 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "Ontvangsten" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "Leveringen" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "Interne overdrachten" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" +msgid "Create and process transfers with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "Interne overplaatsing aanmaken" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 @@ -2906,80 +3647,170 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" -msgstr "Wat is het verschil tussen partijen en serienummers?" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "Introductie" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 -msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +msgid "Difference between lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" -msgstr "Wanneer te gebruiken" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" +msgstr ":doc:`lots`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "Wanneer niet te gebruiken" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr ":doc:`serial_numbers`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" -msgstr ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "Traceerbaarheid" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 msgid "Expiration dates" @@ -3488,16 +4319,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3507,10 +4328,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3625,23 +4442,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3649,13 +4466,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3664,7 +4481,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3677,7 +4494,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3685,19 +4502,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3709,7 +4526,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3717,7 +4534,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3732,13 +4549,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -3747,51 +4564,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -3801,14 +4618,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -3816,7 +4633,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -3825,12 +4642,12 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -3842,7 +4659,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -3851,38 +4668,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -3892,7 +4709,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -3904,39 +4721,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "Partij traceerbaarheid" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -3944,7 +4761,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -3954,10 +4771,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -4480,6 +5295,11 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -4851,7 +5671,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "" @@ -6110,7 +6930,7 @@ msgstr "Goederen direct ontvangen (1 stap)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "Maak een inkooporder" @@ -6125,7 +6945,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6187,11 +7007,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "Goederen direct leveren (1 stap)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6200,7 +7020,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6211,7 +7031,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6222,12 +7042,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6237,7 +7057,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6573,49 +7393,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6629,7 +7457,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6638,7 +7466,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6647,7 +7475,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6658,7 +7486,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6671,11 +7499,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -6684,7 +7512,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -6699,11 +7527,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -6711,7 +7539,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8479,6 +9307,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "Workflow" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -8612,6 +9607,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9144,6 +10140,624 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "2" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "1" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "Vervaldatum" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -9593,44 +11207,102 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "Gebaseerd op" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -9639,633 +11311,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" +msgstr "FIFO" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" +msgstr "Dichtstbijzijnde locatie" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "" +msgid "Least Packages" +msgstr "Minste verpakkingen" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "Partijen & serienummers" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "Verpakkingen" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "Dichtstbijzijnde locatie" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -10721,10 +11965,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "Verpakkingen" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12028,20 +13268,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12050,14 +13290,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -14938,8 +16178,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -14948,53 +16189,320 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 @@ -15590,10 +17098,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "Traceerbaarheid" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/nl/LC_MESSAGES/sales.po b/locale/nl/LC_MESSAGES/sales.po index 0d885b971..eabe8bc1f 100644 --- a/locale/nl/LC_MESSAGES/sales.po +++ b/locale/nl/LC_MESSAGES/sales.po @@ -4,8 +4,6 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Louisa Van Cauwenberghe , 2023 -# Jurre Claassen , 2023 # Eric Geens , 2023 # Martin Trigaux, 2023 # Gunther Clauwaert , 2023 @@ -13,16 +11,16 @@ # Erwin van der Ploeg , 2023 # Yenthe Van Ginneken , 2023 # Jolien De Paepe, 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -61,26 +59,12 @@ msgstr "Converteer leads naar prospects" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" -"Het systeem kan leads genereren in plaats van opportuniteiten, om zo een " -"kwalificatie stap toe te voegen voordat u een * Lead * in een * " -"Opportuniteit* omzet en aan een verkoopmedewerker toewijst. U kunt deze " -"modus activeren via de CRM-instellingen. " #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" -"U kan deze modus activeren via de CRM-instellingen. Dit is standaard van " -"toepassing op al uw verkoopkanalen. Maar u kan dit specificiëren voor ieder " -"kanaal via de configuratie. " - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -105,92 +89,201 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "Configuratie" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -"Ga voor deze functie naar: menuselectie: `CRM -> Configuratie -> " -"Instellingen` en activeer de * Leads * functie." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." msgstr "" -"U heeft nu een nieuw submenu * Leads * onder * Pijplijn * waar leads zullen " -"toegevoegd worden." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "Converteer een lead in een opportuniteit" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -"Wanneer u op * Lead * klikt, hebt u de mogelijkheid om deze om te zetten in " -"een opportuniteit en te beslissen of deze nog steeds moet worden toegewezen " -"aan hetzelfde kanaal / dezelfde persoon en of u een nieuwe klant moet maken." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -"Als u al een opportuniteit heeft met die klant, biedt Odoo u automatisch de " -"mogelijkheid om ze samen te smelten. Op dezelfde manier biedt Odoo u " -"automatisch een link naar een bestaande klant als die klant al bestaat." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" -msgstr "Prospects samenvoegen" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." msgstr "" -"Het is ook mogelijk om meer dan 2 verkoopkansen of leads samen te voegen." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" @@ -492,6 +585,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Prijzen" @@ -6922,14 +7016,16 @@ msgid "Rental" msgstr "Verhuur" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" #: ../../content/applications/sales/rental.rst:11 @@ -6941,143 +7037,507 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "Verhuurprijs" +msgid "Dashboard" +msgstr "" -#: ../../content/applications/sales/rental.rst:22 +#: ../../content/applications/sales/rental.rst:19 msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" #: ../../content/applications/sales/rental.rst:37 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "Instellingen" + +#: ../../content/applications/sales/rental.rst:39 msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." msgstr "" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "" - -#: ../../content/applications/sales/rental.rst:44 -msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:46 -msgid "Only one price line is used." -msgstr "" - -#: ../../content/applications/sales/rental.rst:47 -msgid "The cheapest line is selected." +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." msgstr "" #: ../../content/applications/sales/rental.rst:50 -msgid "Consider the following rental pricing configuration for a product:" +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." msgstr "" #: ../../content/applications/sales/rental.rst:52 -msgid "1 day: $100" -msgstr "" - -#: ../../content/applications/sales/rental.rst:53 -msgid "3 days: $250" +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." msgstr "" #: ../../content/applications/sales/rental.rst:54 -msgid "1 week: $500" +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "Reserveringen" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 +msgid "Only one price line is used." +msgstr "" + +#: ../../content/applications/sales/rental.rst:125 +msgid "The cheapest line is selected." +msgstr "" + +#: ../../content/applications/sales/rental.rst:128 +msgid "Consider the following rental pricing configuration for a product:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:130 +msgid "1 day: $100" +msgstr "" + +#: ../../content/applications/sales/rental.rst:131 +msgid "3 days: $250" +msgstr "" + +#: ../../content/applications/sales/rental.rst:132 +msgid "1 week: $500" +msgstr "" + +#: ../../content/applications/sales/rental.rst:134 +msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" msgstr "" -#: ../../content/applications/sales/rental.rst:96 +#: ../../content/applications/sales/rental.rst:252 msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." msgstr "" #: ../../content/applications/sales/sales.rst:10 @@ -7096,285 +7556,339 @@ msgid "Amazon Connector" msgstr "Amazon connector" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" +msgid "Amazon Connector features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" +msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" +msgid "The Amazon Connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" +msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" +msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" +msgid "gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "**Shipping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "Kosten" - #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "**Gift Wrapping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" +msgid "Synchronize unshipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" +msgid "**Shipping**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "**Gift Wrapping**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" +msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" +msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -7387,121 +7901,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" @@ -7730,7 +8328,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "" @@ -7785,169 +8382,1267 @@ msgstr "" msgid "eBay Connector" msgstr "e-Bay connector" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "Hoe een product aanbieden?" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" -msgstr "Aanbiedingen zonder variatie" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 +msgid "" +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" -"Om een product aan te bieden moet u het vinkje **Gebruik eBay** aanvinken op" -" de productfiche. Het eBay tabblad wordt vervolgens beschikbaar." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" -"Wanneer het **Gebruik stockhoeveelheid** veld is aangevinkt zal de hoeveel " -"die op eBay gebruikt wordt komen vanuit het Odoo veld **Voorspelde " -"hoeveelheid**." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -"Het **Omschrijving sjabloon** staat u toe om sjablonen te gebruiken voor uw " -"aanbiedingen. Het standaard sjabloon gebruikt enkel het **eBay " -"omschrijving** veld van het product. U kan HTML gebruiken in het " -"**Omschrijving sjabloon** en in de **eBay omschrijving**." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -"Om producten te gebruiken in uw vermelding moet u ze als **Bijlages** " -"toevoegen aan het productsjabloon." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "Aanbiedingen met variaties" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" -msgstr "Aanbiedingen met specifieke items" +msgid "Listing without variation" +msgstr "Aanbiedingen zonder variatie" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -"Om product specifieke items toe te voegen moet u een productattribuut " -"aanmaken met een waarde in het **Varianten** tabblad op het " -"productformulier." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" -msgstr "Product identificaties" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "Aanbiedingen met variaties" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "Aanbiedingen met specifieke items" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" -msgstr "Hoe eBay te configureren in Odoo?" +msgid "eBay connector setup" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" -msgstr "eBay tokens aanmaken" +msgid "Overview" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" -"Om uw tokens aan te maken moet u een ontwikkelaars account aanmaken op het " -"`ontwikkelaars portaal `_. Eenmaal u bent " -"aangemeld kan u **Sandbox Sleutels** en **Productie sleutels** aanmaken door" -" te klikken op de overeenstemmende knoppen." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." -msgstr "" -"Na het aanmaken van de sleutels kan u het gebruiker token ophalen. Om dit te" -" doen klikt u op de **Verkrijg een Gebruiker Token** link onderaan de " -"pagina. Ga doorheen het formulier, meld aan met uw eBay account en u krijgt " -"de sleutel en token die u nodig heeft om de Odoo module te configureren." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" -msgstr "Tokens opzetten in Odoo?" +msgid "eBay - Odoo linked fields" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" -"Om de eBay integratie op te zetten gaat u naar :menuselection:`Verkopen --> " -"Configuratie --> Instellingen`." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" msgstr "" -"Kies eerst of u de productie of de sandbox eBay site wilt gebruiken. Vul " -"vervolgens de velden **Ontwikkelaarssleutel**, **Token**, **App sleutel** en" -" **Cert sleutel** in. Pas de wijzigingen toe." + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" +msgstr "Subtitel" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" -"Eenmaal de pagina herladen is moet u de informatie met eBay synchroniseren. " -"Klik op **Synchroniseer landen en valuta's**, vervolgens kan u alle andere " -"velden invullen." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" -"Wanneer alle velden ingevuld zijn kan u de categorieën en beleid door te " -"klikken op de correcte knoppen." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 -msgid "Accept account deletion notifications" +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "Duur" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "Land" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "Token" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "Gebruikerstoken" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 +msgid "Accept account deletion notifications" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -7955,154 +9650,181 @@ msgid "" "request and take further action if necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "Factuur methode" @@ -11016,12 +12738,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "Instellingen" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -12193,313 +13909,767 @@ msgid "Manage your products" msgstr "Beheer uw producten" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" +msgid "Import products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "Het bestand aanpassen" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -"Stel een unieke ID in voor elk record door de ID-reeks naar beneden te " -"slepen." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." -msgstr "Relatievelden importeren (zie hieronder)." - #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" -msgstr "Hoe relatievelden importeren" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" +msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 -msgid "" -"Go to the `Google Cloud Platform API & Services " -"`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"Go to the `Google Cloud Platform API & Services " +"`_ page to generate Google Custom " +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 +msgid "" +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" +msgid "API & Services page on Google Cloud Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" +msgid "The API key created pop-up window that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." -msgstr "Schakel de API in." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 +msgid "" +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 -msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -13621,7 +15791,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -13752,7 +15922,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -13769,7 +15939,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -13800,7 +15970,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -13821,7 +15991,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -14647,41 +16817,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -14689,12 +16837,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -14703,37 +16856,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -14742,25 +16932,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -14768,19 +16954,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -14789,13 +16975,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -14803,24 +16989,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -14828,7 +17014,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -14839,7 +17025,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -14847,136 +17033,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "Gebruik offerte sjablonen" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -14986,7 +17099,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -14997,6 +17110,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Abonnementen" @@ -15259,25 +17393,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr "" @@ -16012,113 +18146,140 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" +msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 @@ -16320,114 +18481,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" +msgid "Activation of the discount option in Odoo Sales." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 +#: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" diff --git a/locale/nl/LC_MESSAGES/services.po b/locale/nl/LC_MESSAGES/services.po index e8321db22..964d231a5 100644 --- a/locale/nl/LC_MESSAGES/services.po +++ b/locale/nl/LC_MESSAGES/services.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Jolien De Paepe, 2023\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" @@ -5170,13 +5170,9 @@ msgstr "Projectinstellingen" #: ../../content/applications/services/project/project_management.rst:58 msgid "" -"`Odoo Tutorials: Customize your project " -"`_" +"`Odoo Tutorials: Customize projects " +"`_" msgstr "" -"`Odoo Tutorials: Pas je project aan " -"`_" #: ../../content/applications/services/project/project_management.rst:61 msgid "" diff --git a/locale/pl/LC_MESSAGES/finance.po b/locale/pl/LC_MESSAGES/finance.po index 8e53b33e2..28152c142 100644 --- a/locale/pl/LC_MESSAGES/finance.po +++ b/locale/pl/LC_MESSAGES/finance.po @@ -19,7 +19,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2023\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" @@ -176,7 +176,9 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "Raportowanie" @@ -188,7 +190,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -370,34 +372,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -538,8 +540,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -550,28 +552,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -968,9 +975,9 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 @@ -1822,7 +1829,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "" @@ -2600,10 +2607,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "" @@ -2619,10 +2624,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2631,10 +2634,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2670,8 +2671,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -2689,6 +2690,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -2704,7 +2711,7 @@ msgstr "Sprzedaż" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -2879,7 +2886,7 @@ msgid ":doc:`payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr "" @@ -3478,350 +3485,407 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "Wymagania wstępne" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" +msgid "" +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" +msgid "Deferred revenue report" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "Utwórz nowy wpis" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "Modele rozliczeń międzyokresowych" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 +msgid "" +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 @@ -3978,7 +4042,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4050,48 +4114,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4101,26 +4229,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "" @@ -4300,22 +4616,48 @@ msgstr "" msgid ":doc:`../reporting/intrastat`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 -msgid "Define an Incoterm" +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +msgid "Define an Incoterm" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 -msgid "Default Incoterm configuration" +msgid "Incoterm location" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 +msgid "Default Incoterm configuration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 +msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " ":menuselection:`Accounting/Invoicing --> Configuration --> Settings`, scroll" @@ -5278,6 +5620,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "Plan kont" @@ -6375,7 +6718,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -6488,11 +6831,12 @@ msgstr "Typy kont" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "Bilans" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "Środki" @@ -6597,70 +6941,64 @@ msgstr "Inne" msgid "Off-Balance Sheet" msgstr "Arkusz pozabilansowy" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "Tagi" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "Grupy kont" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -6670,17 +7008,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -6694,7 +7032,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -6705,17 +7043,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -6723,7 +7061,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -6734,11 +7072,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "Zdezaktualizowane" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -6746,29 +7084,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7303,7 +7641,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -7530,22 +7868,23 @@ msgstr "Wpłaty" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 @@ -7553,9 +7892,6 @@ msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -7571,174 +7907,195 @@ msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:39 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" +msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -7782,11 +8139,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -7798,7 +8155,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -7808,17 +8165,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -7831,13 +8188,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr "" @@ -8547,253 +8904,91 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -8980,69 +9175,75 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " "module is required to print U.S. checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "Stany Zjednoczone" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -9050,11 +9251,11 @@ msgid "" " :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -9062,7 +9263,7 @@ msgid "" "reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -11294,6 +11495,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "Wymagania wstępne" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "Okresowość składania zeznań podatkowych" @@ -11435,7 +11641,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" @@ -11691,9 +11897,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11703,10 +11910,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11715,444 +11922,458 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" +msgid "Activate sales taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "Nazwa podatku" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "Obliczenie podatku" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " ":ref:`affects the base of the subsequent ones `." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "Podatek" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "Suma" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:102 +msgid "" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "1,100.00" +msgstr "" + #: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" +msgid "**Percentage of Price Tax Included**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 -msgid "1,100.00" +msgid "111.11" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:127 +msgid "1,111.11" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:130 -msgid "**Percentage of Price Tax Included**" +msgid "**Python code**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:132 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:138 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "1,111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "Aktywne" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "Zastosowanie podatku" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:177 -msgid "Definition tab" +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:179 +msgid "Definition tab" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "Znacznik na fakturach" - #: ../../content/applications/finance/accounting/taxes.rst:204 +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" +msgid "The label on invoices is displayed on each invoice line" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "Grupa podatku" +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:216 +#: ../../content/applications/finance/accounting/taxes.rst:217 msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "Uwzględnij w koszcie analitycznym" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "Wliczony w cenę" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "Wpływa na podstawę kolejnych podatków" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -12163,15 +12384,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr "" @@ -12264,6 +12489,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -13002,78 +13228,55 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 @@ -13082,13 +13285,20 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr "" @@ -13163,7 +13373,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "" @@ -13182,6 +13392,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -13411,6 +13625,12 @@ msgstr "Malejąca" msgid "Declining Then Straight Line" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -13421,6 +13641,13 @@ msgstr "" msgid "Configure an Assets Account" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "" @@ -13431,12 +13658,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "" @@ -13450,12 +13675,10 @@ msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -13471,18 +13694,29 @@ msgid "" "automation>` for these products." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " "click on the account, and select the right one." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "Utwórz nowy wpis" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -13518,6 +13752,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -13699,6 +13937,13 @@ msgid "" "with the right asset account." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "" @@ -13718,6 +13963,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -13743,243 +13992,189 @@ msgid "" "account`)." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" +msgid "Deferred expenses" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "Modele opóźnionych wydatków" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 -msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 -msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 @@ -14227,8 +14422,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -14285,6 +14480,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -16621,7 +16818,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "" @@ -16704,7 +16901,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "" @@ -16871,7 +17068,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "" @@ -17936,29 +18133,1654 @@ msgstr "" msgid "Australia" msgstr "Australia" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "Zakupy" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "Wynagrodzenie" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -17971,7 +19793,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -17981,13 +19803,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -17997,15 +19822,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -18018,20 +19843,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -18041,7 +19866,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -18137,7 +19962,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -18155,22 +19980,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -18231,7 +20056,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -18337,12 +20162,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -18442,10 +20261,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -18688,12 +20503,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Fakturowanie elektroniczne" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -18702,38 +20886,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -18741,7 +20925,7 @@ msgid "" "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -18749,76 +20933,76 @@ msgid "" "`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "Certyfikowany" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -18826,52 +21010,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -18880,7 +21064,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -18888,17 +21072,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -18907,7 +21091,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -18955,7 +21139,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -18970,25 +21154,25 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "IoT Box" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -18996,19 +21180,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -19020,7 +21204,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -19028,17 +21212,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -19586,10 +21770,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -19765,7 +21945,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -19996,7 +22176,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -20026,7 +22206,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -20041,12 +22221,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -20059,24 +22237,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -20084,110 +22255,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -20195,11 +22366,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -20208,15 +22379,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -20224,11 +22395,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -20238,50 +22409,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -20292,29 +22463,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -20322,19 +22493,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "Certyfikat" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -20342,24 +22513,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -20370,13 +22541,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -20385,12 +22556,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -20398,43 +22569,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -20444,13 +22615,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -20461,56 +22632,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -20518,32 +22689,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -20552,7 +22723,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -20560,7 +22731,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -20568,11 +22739,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -20581,7 +22752,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -20590,14 +22761,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -20605,11 +22776,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -20620,14 +22791,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -20635,60 +22806,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "Rachunki transferowe" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "Współczynnik konwersji" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -20700,11 +22871,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -20717,32 +22888,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -20752,7 +22923,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -20765,7 +22936,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -20776,7 +22947,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -20789,7 +22960,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -20800,26 +22971,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -20828,21 +22999,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "" @@ -20850,11 +23021,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -20868,14 +23039,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -20886,36 +23057,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -20923,11 +23094,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -20940,12 +23111,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -21037,34 +23208,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -21079,16 +23250,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -21102,11 +23273,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -21120,7 +23291,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -21130,17 +23301,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -21154,23 +23325,23 @@ msgid "" "code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -21181,7 +23352,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -21191,16 +23362,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -21212,55 +23383,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -21272,11 +23443,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "Twierdzenie" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -21291,7 +23462,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -21299,12 +23470,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21312,7 +23483,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21320,14 +23491,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21337,46 +23508,46 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -21387,13 +23558,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -21404,7 +23575,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -21414,18 +23585,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -21434,7 +23605,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -21442,7 +23613,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -21452,7 +23623,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -21460,18 +23631,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21479,7 +23650,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21489,7 +23660,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -21503,7 +23674,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -21517,7 +23688,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -21527,11 +23698,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -21541,7 +23712,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -21549,18 +23720,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21568,13 +23739,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21584,14 +23755,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -21599,11 +23770,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -21614,11 +23785,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21630,11 +23801,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -21645,32 +23816,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -21683,20 +23854,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -21709,12 +23880,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -21725,7 +23896,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -21737,31 +23908,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -21773,31 +23944,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -21805,23 +23976,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -21829,7 +24000,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -21842,21 +24013,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -21867,17 +24038,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -21888,7 +24059,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -21896,11 +24067,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -21912,19 +24083,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -21936,18 +24107,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "Zwroty" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -21959,7 +24130,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -21969,24 +24140,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -21994,7 +24165,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -22009,11 +24180,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -22022,13 +24193,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -22039,7 +24210,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -22050,7 +24221,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -24101,8 +26272,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" @@ -25617,7 +27788,6 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -31582,7 +33752,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -32176,13 +34346,11 @@ msgid "Spain" msgstr "Hiszpania" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" +msgid "Spanish chart of accounts" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 @@ -32199,39 +34367,57 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 -msgid "Tax Report (Modelo 111)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 -msgid "Tax Report (Modelo 115)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +msgid "Tax Report (Modelo 111)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 +msgid "Tax Report (Modelo 115)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "Szwajcaria" @@ -32435,17 +34621,6 @@ msgstr "" msgid "TVA 7.7%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "Zakupy" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -33115,10 +35290,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "Wynagrodzenie" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -33582,6 +35753,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -33589,6 +35761,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -33613,7 +35786,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -34179,10 +36351,10 @@ msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -34601,8 +36773,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -35247,17 +37419,26 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -35754,30 +37935,37 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " "saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -36381,11 +38569,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "Szablony" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -36394,7 +38595,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -36404,40 +38605,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "Role" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -36448,11 +38650,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -36461,28 +38663,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -36490,7 +38692,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -36498,7 +38700,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -36510,28 +38712,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -36540,7 +38742,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -36551,7 +38753,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -36559,11 +38761,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -36572,7 +38774,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -36583,76 +38785,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -36660,20 +38863,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -36681,33 +38884,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -36715,19 +38918,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -36737,7 +38940,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/pl/LC_MESSAGES/inventory_and_mrp.po b/locale/pl/LC_MESSAGES/inventory_and_mrp.po index 9f80c8f21..3d0112c90 100644 --- a/locale/pl/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/pl/LC_MESSAGES/inventory_and_mrp.po @@ -8,16 +8,16 @@ # Tadeusz Karpiński , 2023 # Tadeusz Karpiński , 2023 # Piotr Strębski , 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -53,52 +53,269 @@ msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" +msgid "Apply inventory adjustments with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 @@ -998,6 +1215,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1027,6 +1247,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1337,141 +1558,661 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "Przyjęcia" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "Wydania" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "Przesunięcia wewnątrzmagazynowe" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" +msgid "Create and process transfers with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 @@ -2906,79 +3647,169 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" +msgid "Difference between lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "Wprowadzenie" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 -msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "Śledzenie" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 @@ -3488,16 +4319,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3507,10 +4328,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3625,23 +4442,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3649,13 +4466,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3664,7 +4481,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3677,7 +4494,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3685,19 +4502,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3709,7 +4526,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3717,7 +4534,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3732,13 +4549,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -3747,51 +4564,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -3801,14 +4618,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -3816,7 +4633,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -3825,12 +4642,12 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -3842,7 +4659,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -3851,38 +4668,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -3892,7 +4709,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -3904,39 +4721,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -3944,7 +4761,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -3954,10 +4771,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -4480,6 +5295,11 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -4840,7 +5660,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "" @@ -6096,7 +6916,7 @@ msgstr "Przyjmij towary bezpośrednio (1 krok)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "" @@ -6111,7 +6931,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6173,11 +6993,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "Dostarcz towary bezpośrednio (1 krok)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6186,7 +7006,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6197,7 +7017,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6208,12 +7028,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6223,7 +7043,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6559,49 +7379,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6615,7 +7443,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6624,7 +7452,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6633,7 +7461,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6644,7 +7472,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6657,11 +7485,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -6670,7 +7498,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -6685,11 +7513,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -6697,7 +7525,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8463,6 +9291,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "Obieg" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -8596,6 +9591,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9128,6 +10124,624 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -9577,44 +11191,102 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "Bazując na" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -9623,633 +11295,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" +msgid "Least Packages" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "Numery partii i numery seryjne" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "Paczki" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -10705,10 +11949,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "Paczki" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12012,20 +13252,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12034,14 +13274,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -14922,8 +16162,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -14932,53 +16173,320 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 @@ -15574,10 +17082,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "Śledzenie" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/pl/LC_MESSAGES/sales.po b/locale/pl/LC_MESSAGES/sales.po index 117f1ef86..e28a3ec23 100644 --- a/locale/pl/LC_MESSAGES/sales.po +++ b/locale/pl/LC_MESSAGES/sales.po @@ -5,19 +5,18 @@ # # Translators: # Tadeusz Karpiński , 2023 -# Paweł Wodyński , 2023 # Tadeusz Karpiński , 2023 # Anita Kosobucka, 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -56,19 +55,12 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -93,80 +85,200 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "Konfiguracja" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 -msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 +msgid "" +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 @@ -469,6 +581,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Ceny" @@ -6893,14 +7006,16 @@ msgid "Rental" msgstr "Wynajem" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" #: ../../content/applications/sales/rental.rst:11 @@ -6912,143 +7027,507 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "Cennik Wynajmu" +msgid "Dashboard" +msgstr "" -#: ../../content/applications/sales/rental.rst:22 +#: ../../content/applications/sales/rental.rst:19 msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" #: ../../content/applications/sales/rental.rst:37 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "Ustawienia" + +#: ../../content/applications/sales/rental.rst:39 msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." msgstr "" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "" - -#: ../../content/applications/sales/rental.rst:44 -msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:46 -msgid "Only one price line is used." -msgstr "" - -#: ../../content/applications/sales/rental.rst:47 -msgid "The cheapest line is selected." +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." msgstr "" #: ../../content/applications/sales/rental.rst:50 -msgid "Consider the following rental pricing configuration for a product:" +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." msgstr "" #: ../../content/applications/sales/rental.rst:52 -msgid "1 day: $100" -msgstr "" - -#: ../../content/applications/sales/rental.rst:53 -msgid "3 days: $250" +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." msgstr "" #: ../../content/applications/sales/rental.rst:54 -msgid "1 week: $500" +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "Rezerwacje" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 +msgid "Only one price line is used." +msgstr "" + +#: ../../content/applications/sales/rental.rst:125 +msgid "The cheapest line is selected." +msgstr "" + +#: ../../content/applications/sales/rental.rst:128 +msgid "Consider the following rental pricing configuration for a product:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:130 +msgid "1 day: $100" +msgstr "" + +#: ../../content/applications/sales/rental.rst:131 +msgid "3 days: $250" +msgstr "" + +#: ../../content/applications/sales/rental.rst:132 +msgid "1 week: $500" +msgstr "" + +#: ../../content/applications/sales/rental.rst:134 +msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" msgstr "" -#: ../../content/applications/sales/rental.rst:96 +#: ../../content/applications/sales/rental.rst:252 msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." msgstr "" #: ../../content/applications/sales/sales.rst:10 @@ -7067,285 +7546,339 @@ msgid "Amazon Connector" msgstr "Łącznik Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" +msgid "Amazon Connector features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" +msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" +msgid "The Amazon Connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" +msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" +msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" +msgid "gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "**Shipping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "Opłaty" - #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "**Gift Wrapping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" +msgid "Synchronize unshipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" +msgid "**Shipping**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "**Gift Wrapping**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" +msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" +msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -7358,121 +7891,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" @@ -7701,7 +8318,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "" @@ -7756,137 +8372,1267 @@ msgstr "" msgid "eBay Connector" msgstr "Złącze eBay" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 +msgid "" +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" +msgid "Listing without variation" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" +msgid "eBay connector setup" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" +msgid "Overview" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" +msgid "eBay - Odoo linked fields" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" msgstr "" +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" +msgstr "Podtytuł" + #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 -msgid "Accept account deletion notifications" +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "Czas trwania" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "Kraj" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "Token" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "Token użytkownika" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 +msgid "Accept account deletion notifications" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -7894,154 +9640,181 @@ msgid "" "request and take further action if necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "" @@ -10955,12 +12728,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "Ustawienia" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -12132,311 +13899,767 @@ msgid "Manage your products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" +msgid "Import products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" +msgid "" +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 -msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" +msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 -msgid "" -"Go to the `Google Cloud Platform API & Services " -"`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"Go to the `Google Cloud Platform API & Services " +"`_ page to generate Google Custom " +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 +msgid "" +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" +msgid "API & Services page on Google Cloud Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" +msgid "The API key created pop-up window that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 +msgid "" +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 -msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -13558,7 +15781,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -13689,7 +15912,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -13706,7 +15929,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -13737,7 +15960,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -13758,7 +15981,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -14584,41 +16807,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -14626,12 +16827,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -14640,37 +16846,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -14679,25 +16922,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -14705,19 +16944,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -14726,13 +16965,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -14740,24 +16979,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -14765,7 +17004,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -14776,7 +17015,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -14784,136 +17023,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -14923,7 +17089,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -14934,6 +17100,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Subskrypcje" @@ -15196,25 +17383,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr "" @@ -15949,113 +18136,140 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" +msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 @@ -16257,114 +18471,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" +msgid "Activation of the discount option in Odoo Sales." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 +#: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" diff --git a/locale/pt_BR/LC_MESSAGES/administration.po b/locale/pt_BR/LC_MESSAGES/administration.po index ddb1db2fb..56e432caa 100644 --- a/locale/pt_BR/LC_MESSAGES/administration.po +++ b/locale/pt_BR/LC_MESSAGES/administration.po @@ -4,26 +4,24 @@ # FIRST AUTHOR , YEAR. # # Translators: +# Paulo Gomes, 2023 # Jonas Vieira de Souza, 2023 # Claudecir Garcia Martins, 2023 -# Silmar , 2023 -# Paulo Gomes, 2023 -# Martin Trigaux, 2023 # Luis Gustavo Almeida , 2023 -# Marcos Rodrigues, 2023 # Luis Felipe Miléo , 2023 # Wil Odoo, 2023 # a75f12d3d37ea5bf159c4b3e85eb30e7_0fa6927, 2023 -# Maitê Dietze, 2023 +# Marcos Rodrigues, 2024 +# Maitê Dietze, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" -"Last-Translator: Maitê Dietze, 2023\n" +"Last-Translator: Maitê Dietze, 2024\n" "Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -40,13 +38,14 @@ msgid "" "These guides provide instructions on how to install, maintain and upgrade " "Odoo databases." msgstr "" -"Esses guias provem instruções de como instalar, manter e atualizar as bases " -"de dados do Odoo." +"Esses guias fornecem instruções de como instalar, manter e atualizar as " +"bases de dados do Odoo." #: ../../content/administration.rst:13 msgid "" ":doc:`History of Versions `" msgstr "" +":doc:`Histórico das versões `" #: ../../content/administration/install.rst:5 msgid "Install" @@ -57,12 +56,16 @@ msgid "" "Depending on the intended use case, there are multiple ways to install Odoo " "- or not install it at all." msgstr "" +"Dependendo do caso de uso pretendido, há várias maneiras de instalar o Odoo " +"- ou de não instalá-lo." #: ../../content/administration/install.rst:10 msgid "" ":doc:`Online ` is the easiest way to use Odoo in production " "or to try it." msgstr "" +"A versão :doc:`Online ` é a maneira mais fácil de usar o " +"Odoo em produção ou de experimentá-lo." #: ../../content/administration/install.rst:12 msgid "" @@ -70,6 +73,9 @@ msgid "" "and developing modules. They can be used for long-term production with " "additional deployment and maintenance work." msgstr "" +"Os :doc:`instaladores de pacotes ` são adequados para " +"testar o Odoo e desenvolver módulos. Eles podem ser usados para produção de " +"longo prazo com trabalho adicional de implementação e manutenção." #: ../../content/administration/install.rst:16 msgid "" @@ -78,20 +84,26 @@ msgid "" "is adequate to develop modules and can be used as a base for production " "deployment." msgstr "" +"A :doc:`instalação da fonte ` oferece maior flexibilidade, " +"pois permite, por exemplo, executar várias versões do Odoo no mesmo sistema." +" É adequada para desenvolver módulos e pode ser usada como base para a " +"implementação de produção." #: ../../content/administration/install.rst:20 msgid "" "A `Docker `_ base image is available for " "development or deployment." msgstr "" +"Uma imagem base do `Docker `_ está " +"disponível para desenvolvimento ou implementação." #: ../../content/administration/install.rst:26 msgid "Editions" -msgstr "" +msgstr "Edições" #: ../../content/administration/install.rst:28 msgid "There are two different editions." -msgstr "Tem duas versões diferentes." +msgstr "Há duas versões diferentes." #: ../../content/administration/install.rst:30 msgid "" @@ -100,6 +112,10 @@ msgid "" "`_. It is the core upon " "which Odoo Enterprise is built." msgstr "" +"O **Odoo Community** é a versão gratuita e de código aberto do software, " +"licenciada sob a `LPGM GNU v3 " +"`_. É o núcleo sobre o " +"qual o Odoo Enterprise é construído." #: ../../content/administration/install.rst:34 msgid "" @@ -108,20 +124,26 @@ msgid "" "hosting. `Pricing `_ starts from one app " "free." msgstr "" +"o **Odoo Enterprise** é a versão de fonte compartilhada do software, que dá " +"acesso a mais funcionalidades, incluindo suporte funcional, atualizações e " +"hospedagem. O preço `_ começa com um " +"aplicativo gratuito." #: ../../content/administration/install.rst:39 msgid "" ":doc:`Switch from Community to Enterprise ` at any time" " (except for the source install)." msgstr "" +"É possível :doc:`Mudar do Community para Enterprise ` a" +" qualquer momento (exceto para a instalação de origem)." #: ../../content/administration/install/cdn.rst:3 msgid "Set up a content delivery network (CDN)" -msgstr "" +msgstr "Configurar uma rede de distribuição de conteúdo (CDN)" #: ../../content/administration/install/cdn.rst:8 msgid "Deploying with KeyCDN" -msgstr "" +msgstr "Implementação com KeyCDN" #: ../../content/administration/install/cdn.rst:10 msgid "" @@ -130,16 +152,22 @@ msgid "" "internet content. The :abbr:`CDN (Content Delivery Network)` provides quick," " high-quality content delivery for content-heavy websites." msgstr "" +"Uma :abbr:`CDN (Content Delivery Network)` ou *rede de distribuição de " +"conteúdo* é uma rede de servidores geograficamente distribuída que fornece " +"conteúdo de alta velocidade para a Internet. A :abbr:`CDN` fornece conteúdo " +"rápido e de alta qualidade para sites com muito conteúdo." #: ../../content/administration/install/cdn.rst:14 msgid "" "This document will guide you through the setup of a KeyCDN_ account with an " "Odoo powered website." msgstr "" +"Este documento o orientará na configuração de uma conta KeyCDN_ com um site " +"alimentado pelo Odoo." #: ../../content/administration/install/cdn.rst:17 msgid "Create a pull zone in the KeyCDN dashboard" -msgstr "" +msgstr "Criar uma zona de pull no painel do KeyCDN" #: ../../content/administration/install/cdn.rst:19 msgid "" @@ -153,6 +181,14 @@ msgid "" "address should be the full Odoo database :abbr:`URL (Uniform Resource " "Locator)`." msgstr "" +"No painel de controle do KeyCDN, comece navegando até o item de menu " +":menuselection:`Zonas` à esquerda. No formulário, atribua um valor ao " +":guilabel:`Nome da zona`, que aparecerá como parte do :abbr:`CDN` do " +":abbr:`URL`. Em seguida, defina o :guilabel:`Status da zona` como " +":guilabel:`ativo` para ativar a zona. No :guilabel:`Tipo de zona`, defina o " +"valor como :guilabel:`Pull` e, por fim, em :guilabel:`Definições de pull`, " +"insira o :guilabel:`URL de origem` - deve ser o endereço completo do " +":abbr:`URL` da base de dados do Odoo." #: ../../content/administration/install/cdn.rst:28 msgid "" @@ -161,10 +197,14 @@ msgid "" "(Uniform Resource Locator)` can be used, as well, in place of the Odoo " "subdomain that was provided to the database." msgstr "" +"Use ``https://yourdatabase.odoo.com`` e substitua o prefixo do subdomínio " +"*yourdatabase* pelo nome real da base de dados. Um :abbr:`URL` personalizado" +" também pode ser usado no lugar do subdomínio do Odoo que foi fornecido à " +"base de dados." #: ../../content/administration/install/cdn.rst-1 msgid "KeyCDN's Zone configuration page." -msgstr "" +msgstr "Página de configuração da zona do KeyCDN." #: ../../content/administration/install/cdn.rst:36 msgid "" @@ -174,6 +214,11 @@ msgid "" ":guilabel:`General Settings` ensure that the :guilabel:`CORS` option is " ":guilabel:`enabled`." msgstr "" +"No cabeçalho :guilabel:`Configurações gerais` abaixo do formulário da zona, " +"clique no botão :guilabel:`Mostrar todas as configurações` para expandir as " +"opções da zona. Essa deve ser a última opção na página. Após expandir a " +"seção :guilabel:`Configurações gerais`, certifique-se de que a opção " +":guilabel:`CORS` esteja :guilabel:`ativada`." #: ../../content/administration/install/cdn.rst:41 msgid "" @@ -181,10 +226,13 @@ msgid "" ":guilabel:`Save` the changes. KeyCDN will indicate that the new zone will be" " deployed. This can take about 10 minutes." msgstr "" +"Em seguida, role até a parte inferior da página de configuração da zona e " +":guilabel:`Salve` as alterações. O KeyCDN indicará que a nova zona será " +"implementada. Isso pode levar cerca de 10 minutos." #: ../../content/administration/install/cdn.rst-1 msgid "KeyCDN deploying the new Zone." -msgstr "" +msgstr "KeyCDN implementando a nova zona." #: ../../content/administration/install/cdn.rst:49 msgid "" @@ -192,16 +240,21 @@ msgid "" " it is ``pulltest-xxxxx.kxcdn.com``. This value will differ for each " "database." msgstr "" +"Um novo :guilabel:`URL de zona` foi gerado para sua zona; neste exemplo, ele" +" é ``pulltest-xxxxx.kxcdn.com``. Esse valor será diferente para cada base de" +" dados." #: ../../content/administration/install/cdn.rst:52 msgid "" "Copy this :guilabel:`Zone URL` to a text editor for later, as it will be " "used in the next steps." msgstr "" +"Copie esse :guilabel:`URL de zona` em um editor de texto para usá-lo " +"posteriormente, pois ele será usado nas próximas etapas." #: ../../content/administration/install/cdn.rst:55 msgid "Configure the Odoo instance with the new zone" -msgstr "" +msgstr "Configurar a instância do Odoo com a nova zona" #: ../../content/administration/install/cdn.rst:57 msgid "" @@ -212,16 +265,24 @@ msgid "" "when :doc:`Developer Mode <../../applications/general/developer_mode>` is " "activated." msgstr "" +"No aplicativo Odoo :guilabel:`Website`, vá para :menuselection:`Definições` " +"e, em seguida, ative a configuração :guilabel:`Content Delivery Network " +"(CDN)` e copie/cole o valor do :guilabel:`URL de zona` da etapa anterior no " +"campo :guilabel:`URL da base CDN`. Esse campo só é visível e configurável " +"quando o :doc:`Modo desenvolvedor " +"<../../applications/general/developer_mode>` está ativado." #: ../../content/administration/install/cdn.rst:63 msgid "" "Ensure that there are two *forward slashes* (`//`) before the :guilabel:`CDN" " Base URL` and one forward slash (`/`) after the :guilabel:`CDN Base URL`." msgstr "" +"Certifique-se de que haja duas *barras* (`//`) antes e uma barra (`/`) após " +"o :guilabel:`URL da base CDN`." #: ../../content/administration/install/cdn.rst:66 msgid ":guilabel:`Save` the settings when complete." -msgstr "" +msgstr ":guilabel:`Salve` as configurações quando estiver concluído." #: ../../content/administration/install/cdn.rst-1 msgid "Activate the CDN setting in Odoo." @@ -232,6 +293,8 @@ msgid "" "Now the website is using the CDN for the resources matching the " ":guilabel:`CDN filters` regular expressions." msgstr "" +"Agora o site está usando a CDN para os recursos que correspondem às " +"expressões regulares de :guilabel:`filtros CDN`." #: ../../content/administration/install/cdn.rst:75 msgid "" @@ -242,16 +305,24 @@ msgid "" "website. Look for it's record by searching within the :guilabel:`Network` " "tab inside of devtools." msgstr "" +"No HTML do site da Odoo, a integração :abbr:`CDN (content delivery network)`" +" é evidenciada como funcionando corretamente ao verificar o :abbr:`URL` das " +"imagens. O valor do *URL da base CDN* pode ser visto usando o recurso " +":guilabel:`Inspecionar` de seu navegador da web no site do Odoo. Procure seu" +" registro pesquisando na aba :guilabel:`Network` dentro do devtools." #: ../../content/administration/install/cdn.rst-1 msgid "" "The CDN Base URL can be seen using the inspect function on the Odoo website." msgstr "" +"É possível ver o URL da base CDN usando a função de inspeção no site do " +"Odoo." #: ../../content/administration/install/cdn.rst:85 msgid "" "Prevent security issues by activating cross-origin resource sharing (CORS)" msgstr "" +"Evitar problemas de segurança ativando CORS (Cross-origin resource sharing)" #: ../../content/administration/install/cdn.rst:87 msgid "" @@ -259,6 +330,9 @@ msgid "" "Chrome) prevents a remotely linked CSS file to fetch relative resources on " "this same external server." msgstr "" +"Uma restrição de segurança em alguns navegadores (como o Mozilla Firefox e o" +" Google Chrome) impede que um arquivo CSS vinculado remotamente busque " +"recursos relativos nesse mesmo servidor externo." #: ../../content/administration/install/cdn.rst:90 msgid "" @@ -267,6 +341,10 @@ msgid "" "Odoo website will be the lack of *Font Awesome* icons because the font file " "declared in the *Font Awesome* CSS won't be loaded from the remote server." msgstr "" +"Se a opção :abbr:`CORS` não estiver ativada na :guilabel:`Zona CDN`, o " +"problema mais óbvio resultante em um site padrão do Odoo será a falta de " +"ícones do *Font Awesome* porque o arquivo de fonte declarado no CSS *Font " +"Awesome* não será carregado do servidor remoto." #: ../../content/administration/install/cdn.rst:95 msgid "" @@ -274,6 +352,9 @@ msgid "" "similar to the output below will appear in the web browser's developer " "console:" msgstr "" +"Quando esses problemas de recursos de origem cruzada ocorrem, uma mensagem " +"de erro de segurança semelhante à saída abaixo será exibida no console do " +"desenvolvedor do navegador da web:" #: ../../content/administration/install/cdn.rst:98 msgid "" @@ -282,16 +363,23 @@ msgid "" "Allow-Origin' header is present on the requested resource. Origin " "'http://yourdatabase.odoo.com' is therefore not allowed access.``" msgstr "" +"``A fonte da origem 'http://pulltest-xxxxx.kxcdn.com' foi impedida de " +"carregar /shop:1 pela política de compartilhamento de recursos entre " +"origens: Não há cabeçalho 'Access-Control-Allow-Origin' presente no recurso " +"solicitado. Portanto, a origem 'http://yourdatabase.odoo.com' não tem " +"permissão de acesso.``" #: ../../content/administration/install/cdn.rst-1 msgid "Error message populated in the browser console." -msgstr "" +msgstr "Mensagem de erro preenchida no console do navegador." #: ../../content/administration/install/cdn.rst:106 msgid "" "Enabling the :abbr:`CORS (Cross-Origin Resource Sharing)` option in the " ":abbr:`CDN (Content Delivery Network)` settings fixes this issue." msgstr "" +"A ativação da opção :abbr:`CORS` nas configurações de :abbr:`CDN` corrige " +"esse problema." #: ../../content/administration/install/deploy.rst:3 msgid "System configuration" @@ -304,16 +392,22 @@ msgid "" "not generally necessary for a development systems that is not exposed on the" " internet." msgstr "" +"Este documento descreve as etapas básicas para configurar o Odoo em produção" +" ou em um servidor voltado para a Internet. Ele segue o :doc:`installation " +"<.../install>`, e geralmente não é necessário para sistemas de " +"desenvolvimento que não estão expostos na internet." #: ../../content/administration/install/deploy.rst:10 msgid "" "If you are setting up a public server, be sure to check our :ref:`security` " "recommendations!" msgstr "" +"Se estiver configurando um servidor público, não deixe de verificar nossas " +"recomendações de :ref:`segurança`!" #: ../../content/administration/install/deploy.rst:15 msgid "dbfilter" -msgstr "" +msgstr "dbfilter" #: ../../content/administration/install/deploy.rst:17 msgid "" @@ -322,6 +416,10 @@ msgid "" "customizations (starting from the modules being loaded) depending on the " "\"current database\"." msgstr "" +"O Odoo é um sistema multilocatário: um único sistema Odoo pode executar e " +"atender a várias instâncias de base de dados. Ele também é altamente " +"personalizável, com personalizações (a partir dos módulos carregados) " +"dependendo da \"base de dados atual\"." #: ../../content/administration/install/deploy.rst:21 msgid "" @@ -329,6 +427,9 @@ msgid "" "in company user: the database can be selected when logging in, and " "customizations loaded afterwards." msgstr "" +"Isso não é um problema ao trabalhar no back-end (cliente da web) como um " +"usuário da empresa conectado: a base de dados pode ser selecionada ao fazer " +"login e as personalizações carregadas posteriormente." #: ../../content/administration/install/deploy.rst:25 msgid "" @@ -339,6 +440,12 @@ msgid "" "multiple databases accessible Odoo needs a rule to know which one it should " "use." msgstr "" +"No entanto, isso é um problema para usuários não logados (portal, site) que " +"não estão vinculados a uma base de dados: o Odoo precisa saber qual base de " +"dados deve ser usada para carregar a página do site ou executar a operação. " +"Se a não for usada multilocação, isso não é um problema, pois há apenas uma " +"base de dados para usar, mas se houver várias bases de dados acessíveis, o " +"Odoo precisará de uma regra para saber qual delas deve ser usada." #: ../../content/administration/install/deploy.rst:31 msgid "" @@ -348,6 +455,12 @@ msgid "" "possibly including the dynamically injected hostname (``%h``) or the first " "subdomain (``%d``) through which the system is being accessed." msgstr "" +"Essa é uma das finalidades de :option:`--db-filter `: " +"ela especifica como a base de dados deve ser selecionada de acordo com o " +"nome do host (domínio) que está sendo solicitado. O valor é uma `expressão " +"regular`_, possivelmente incluindo o nome de host injetado dinamicamente " +"(``%h``) ou o primeiro subdomínio (``%d``) pelo qual o sistema está sendo " +"acessado." #: ../../content/administration/install/deploy.rst:37 msgid "" @@ -355,14 +468,17 @@ msgid "" "``website`` is used, dbfilter **must** be set, otherwise a number of " "features will not work correctly." msgstr "" +"Para servidores que hospedam várias bases de dados de produção, " +"especialmente se for usado o ``site``, o dbfilter **deve** ser definido, " +"caso contrário, muitos recursos não funcionarão corretamente." #: ../../content/administration/install/deploy.rst:42 msgid "Configuration samples" -msgstr "" +msgstr "Exemplos de configuração" #: ../../content/administration/install/deploy.rst:44 msgid "Show only databases with names beginning with 'mycompany'" -msgstr "" +msgstr "Mostrar apenas bases de dados com nomes que começam com 'mycompany'" #: ../../content/administration/install/deploy.rst:46 #: ../../content/administration/install/deploy.rst:58 @@ -370,6 +486,7 @@ msgstr "" #: ../../content/administration/install/deploy.rst:280 msgid "in :ref:`the configuration file ` set:" msgstr "" +"no :ref:`arquivo de configuração `, defina:" #: ../../content/administration/install/deploy.rst:53 msgid "" @@ -378,6 +495,11 @@ msgid "" " ``www.mycompany.com`` or ``mycompany.co.uk``, but not for " "``www2.mycompany.com`` or ``helpdesk.mycompany.com``." msgstr "" +"Mostrar apenas bases de dados que correspondam ao primeiro subdomínio após " +"``www``: por exemplo, a base de dados \"mycompany\" será exibida se a " +"solicitação de entrada tiver sido enviada para ``www.mycompany.com`` ou " +"``mycompany.co.uk``, mas não para ``www2.mycompany.com`` ou " +"``helpdesk.mycompany.com``." #: ../../content/administration/install/deploy.rst:67 msgid "" @@ -388,11 +510,19 @@ msgid "" "database-list`` startup parameter to prevent listing your databases, and to " "block access to the database management screens. See also security_." msgstr "" +"A configuração de uma :option:`--db-filter ` adequada " +"é uma parte importante da segurança de sua implementação. Quando estiver " +"funcionando corretamente e corresponder apenas a uma única base de dados por" +" nome de host, é altamente recomendável bloquear o acesso às telas do " +"gerenciador da base de dados e usar o parâmetro de inicialização ``--no-" +"database-list`` para evitar a listagem das bases de dados e para bloquear o " +"acesso às telas de gerenciamento da base de dados. Consulte também " +"security_." #: ../../content/administration/install/deploy.rst:76 #: ../../content/administration/install/source.rst:193 msgid "PostgreSQL" -msgstr "" +msgstr "PostgreSQL" #: ../../content/administration/install/deploy.rst:78 msgid "" @@ -400,6 +530,9 @@ msgid "" " connections (from \"localhost\", the same machine the PostgreSQL server is " "installed on)." msgstr "" +"Por padrão, o PostgreSQL só permite conexão por soquetes UNIX e conexões de " +"loopback (de \"localhost\", a mesma máquina em que o servidor PostgreSQL " +"está instalado)." #: ../../content/administration/install/deploy.rst:82 msgid "" @@ -408,6 +541,11 @@ msgid "" "and PostgreSQL to execute on different machines [#different-machines]_ it " "will need to `listen to network interfaces`_ [#remote-socket]_, either:" msgstr "" +"O soquete UNIX é adequado se você quiser que o Odoo e o PostgreSQL sejam " +"executados na mesma máquina, e é o padrão quando nenhum host é fornecido, " +"mas se você quiser que o Odoo e o PostgreSQL sejam executados em máquinas " +"diferentes [#different-machines]_, ele precisará `ler as interfaces de " +"rede`_ [#remote-socket]_, seja:" #: ../../content/administration/install/deploy.rst:87 msgid "" @@ -415,6 +553,9 @@ msgid "" "machine on which Odoo runs and the one on which PostgreSQL runs, then " "configure Odoo to connect to its end of the tunnel" msgstr "" +"Aceite apenas conexões de loopback e `use um túnel SSH`_ entre a máquina na " +"qual o Odoo é executado e a máquina na qual o PostgreSQL é executado e, em " +"seguida, configure o Odoo para se conectar à sua extremidade do túnel" #: ../../content/administration/install/deploy.rst:90 msgid "" @@ -422,34 +563,40 @@ msgid "" "ssl (see `PostgreSQL connection settings`_ for details), then configure Odoo" " to connect over the network" msgstr "" +"Aceite conexões com a máquina na qual o Odoo está instalado, possivelmente " +"por ssl (consulte `Configurações de conexão PostgreSQL`_ para obter " +"detalhes) e, em seguida, configure o Odoo para se conectar pela rede" #: ../../content/administration/install/deploy.rst:95 #: ../../content/administration/install/deploy.rst:145 #: ../../content/administration/install/deploy.rst:235 #: ../../content/administration/install/deploy.rst:275 msgid "Configuration sample" -msgstr "" +msgstr "Exemplo de configuração" #: ../../content/administration/install/deploy.rst:97 msgid "Allow tcp connection on localhost" -msgstr "" +msgstr "Permitir conexão tcp no host local" #: ../../content/administration/install/deploy.rst:98 msgid "Allow tcp connection from 192.168.1.x network" -msgstr "" +msgstr "Permitir conexão tcl da rede 192.168.1.x" #: ../../content/administration/install/deploy.rst:100 msgid "in ``/etc/postgresql//main/pg_hba.conf`` set:" msgstr "" +"em ``/etc/postgresql//main/pg_hba.conf``, defina:" #: ../../content/administration/install/deploy.rst:108 msgid "" "in ``/etc/postgresql//main/postgresql.conf`` set:" msgstr "" +"em ``/etc/postgresql//main/postgresql.conf``, " +"defina:" #: ../../content/administration/install/deploy.rst:119 msgid "Configuring Odoo" -msgstr "" +msgstr "Configurar o Odoo" #: ../../content/administration/install/deploy.rst:121 msgid "" @@ -458,12 +605,18 @@ msgid "" "` when your Postgres deployment is not " "local and/or does not use the installation defaults." msgstr "" +"Fora da caixa, o Odoo se conecta a um Postgres local através de um soquete " +"UNIX pela porta 5432. Isso pode ser substituído usando :ref:`as opções de " +"base de dados ` quando sua implementação " +"do Postgres não for local e/ou não usar os padrões de instalação." #: ../../content/administration/install/deploy.rst:126 msgid "" "The :doc:`packaged installers ` will automatically create a new " "user (``odoo``) and set it as the database user." msgstr "" +"O :doc:`instaladores de pacotes ` criará automaticamente um novo " +"usuário (``odoo``) e o definirá como o usuário da base de dados." #: ../../content/administration/install/deploy.rst:129 msgid "" @@ -473,6 +626,11 @@ msgid "" " randomly generated value to ensure third parties can not use this " "interface." msgstr "" +"As telas de gerenciamento da base de dados são protegidas pela configuração " +"``admin_passwd``. Essa configuração só pode ser definida através de arquivos" +" de configuração e é verificada antes da realização de alterações na base de" +" dados. Ela deve ser definida como um valor gerado aleatoriamente para " +"garantir que terceiros não possam usar essa interface." #: ../../content/administration/install/deploy.rst:134 msgid "" @@ -481,6 +639,10 @@ msgid "" "screen. For the database management screen to work requires that the " "PostgreSQL user have ``createdb`` right." msgstr "" +"Todas as operações da base de dados utilizam as opções de :ref:`base de " +"dados `, incluindo a tela de " +"gerenciamento. Para que a tela de gerenciamento de base de dados funcione, é" +" necessário que o usuário do PostgreSQL tenha o direito ``createdb``." #: ../../content/administration/install/deploy.rst:138 msgid "" @@ -489,34 +651,38 @@ msgid "" "with ``no-createdb`` and the database must be owned by a different " "PostgreSQL user." msgstr "" +"Os usuários sempre podem abandonar as bases de dados que possuem. Para que a" +" tela de gerenciamento de base de dados fique completamente não funcional, o" +" usuário do PostgreSQL precisa ser criado com ``no-createdb`` e a base de " +"dados deve pertencer a um usuário do PostgreSQL diferente." #: ../../content/administration/install/deploy.rst:142 msgid "the PostgreSQL user *must not* be a superuser" -msgstr "" +msgstr "o usuário do PostgreSQL *não* deve ser um superusuário" #: ../../content/administration/install/deploy.rst:147 msgid "connect to a PostgreSQL server on 192.168.1.2" -msgstr "" +msgstr "conecte-se a um servidor PostgreSQL em 192.168.1.2" #: ../../content/administration/install/deploy.rst:148 msgid "port 5432" -msgstr "" +msgstr "porta 5432" #: ../../content/administration/install/deploy.rst:149 msgid "using an 'odoo' user account," -msgstr "" +msgstr "usando uma conta de usuário 'odoo'," #: ../../content/administration/install/deploy.rst:150 msgid "with 'pwd' as a password" -msgstr "" +msgstr "com 'pwd' como senha" #: ../../content/administration/install/deploy.rst:151 msgid "filtering only db with a name beginning with 'mycompany'" -msgstr "" +msgstr "filtragem de bd com nome que começa com 'mycompany'" #: ../../content/administration/install/deploy.rst:168 msgid "SSL Between Odoo and PostgreSQL" -msgstr "" +msgstr "SSL entre Odoo e PostgreSQL" #: ../../content/administration/install/deploy.rst:170 msgid "" @@ -525,21 +691,29 @@ msgid "" "value chosen out of 'disable', 'allow', 'prefer', 'require', 'verify-ca' or " "'verify-full'" msgstr "" +"Desde o Odoo 11.0, você pode impor a conexão ssl entre o Odoo e o " +"PostgreSQL. No Odoo, o db_sslmode controla a segurança ssl da conexão com o " +"valor escolhido entre 'disable', 'allow', 'prefer', 'require', 'verify-ca' " +"ou 'verify-full'" #: ../../content/administration/install/deploy.rst:175 msgid "" "`PostgreSQL Doc `_" msgstr "" +"`Doc do PostgreSQL `_" #: ../../content/administration/install/deploy.rst:180 msgid "Builtin server" -msgstr "" +msgstr "Servidor integrado" #: ../../content/administration/install/deploy.rst:182 msgid "" "Odoo includes built-in HTTP, cron, and live-chat servers, using either " "multi-threading or multi-processing." msgstr "" +"O Odoo inclui servidores HTTP, cron e chat ao vivo integrados, usando multi-" +"threading ou multiprocessamento." #: ../../content/administration/install/deploy.rst:185 msgid "" @@ -550,6 +724,12 @@ msgid "" "cron threads are spawned too. Due to a Python limitation (GIL), it doesn't " "make the best use of the hardware." msgstr "" +"O servidor de **multi-threading** é um servidor mais simples, usado " +"principalmente para desenvolvimento, demonstrações e sua compatibilidade com" +" vários sistemas operacionais (inclusive o Windows). Um novo thread é gerado" +" para cada nova solicitação HTTP, mesmo para conexões de longa duração, como" +" o websocket. Também são gerados threads cron extra daemônicos. Devido a uma" +" limitação do Python (GIL), ele não faz o melhor uso do hardware." #: ../../content/administration/install/deploy.rst:191 msgid "" @@ -557,6 +737,9 @@ msgid "" " It is selected by leaving the :option:`--workers ` " "option out or setting it to ``0``." msgstr "" +"O servidor multi-threading é o padrão, também para contêineres docker. Ele é" +" selecionado deixando a opção :option:`--workers ` de " +"fora ou definindo-a como ``0``." #: ../../content/administration/install/deploy.rst:194 msgid "" @@ -569,67 +752,91 @@ msgid "" "spawned too. A configurable process reaper monitors resource usage and can " "kill/restart failed workers." msgstr "" +"O servidor de **multiprocessamento** é um servidor completo usado " +"principalmente para produção. Ele não está sujeito à mesma limitação do " +"Python (GIL) sobre o uso de recursos e, portanto, faz o melhor uso do " +"hardware. Um pool de workers é criado na inicialização do servidor. Novas " +"solicitações HTTP são enfileiradas pelo sistema operacional até que haja " +"workers prontos para processá-las. Um worker HTTP adicional acionado por " +"eventos do chat ao vivo é gerado em uma porta alternativa. Também são " +"gerados workers adicionais do cron. Um reaper de processo configurável " +"monitora o uso de recursos e pode eliminar/reiniciar os workers com falha." #: ../../content/administration/install/deploy.rst:201 msgid "" "The multi-processing server is opt-in. It is selected by setting the " ":option:`--workers ` option to a non-null integer." msgstr "" +"O servidor de multiprocessamento é opcional. Ele é selecionado ao definir a " +"opção :option:`--workers ` como um número inteiro não " +"nulo." #: ../../content/administration/install/deploy.rst:205 msgid "" "Because it is highly customized for Linux servers, the multi-processing " "server is not available on Windows." msgstr "" +"Por ser altamente personalizado para servidores Linux, o servidor de " +"multiprocessamento não está disponível no Windows." #: ../../content/administration/install/deploy.rst:209 msgid "Worker number calculation" -msgstr "" +msgstr "Cálculo do número de workers" #: ../../content/administration/install/deploy.rst:211 msgid "Rule of thumb : (#CPU * 2) + 1" -msgstr "" +msgstr "Regra geral: (#CPU * 2) + 1" #: ../../content/administration/install/deploy.rst:212 msgid "Cron workers need CPU" -msgstr "" +msgstr "Os workers Cron precisam de CPU" #: ../../content/administration/install/deploy.rst:213 msgid "1 worker ~= 6 concurrent users" -msgstr "" +msgstr "1 worker ~= 6 usuários simultâneos" #: ../../content/administration/install/deploy.rst:216 msgid "memory size calculation" -msgstr "" +msgstr "Cálculo do tamanho da memória" #: ../../content/administration/install/deploy.rst:218 msgid "" "We consider 20% of the requests are heavy requests, while 80% are simpler " "ones" msgstr "" +"Consideramos que 20% das solicitações são pesadas, enquanto 80% são mais " +"simples" #: ../../content/administration/install/deploy.rst:219 msgid "" "A heavy worker, when all computed field are well designed, SQL requests are " "well designed, ... is estimated to consume around 1GB of RAM" msgstr "" +"Estima-se que um worker pesado, quando todos os campos computados estão bem " +"projetados, as solicitações SQL estão bem projetadas... consome cerca de 1 " +"GB de RAMt" #: ../../content/administration/install/deploy.rst:220 msgid "" "A lighter worker, in the same scenario, is estimated to consume around 150MB" " of RAM" msgstr "" +"Estima-se que um worker mais leve, no mesmo cenário, consuma cerca de 150 MB" +" de RAM" #: ../../content/administration/install/deploy.rst:222 msgid "" "Needed RAM = #worker * ( (light_worker_ratio * light_worker_ram_estimation) " "+ (heavy_worker_ratio * heavy_worker_ram_estimation) )" msgstr "" +"RAM necessária = #worker * ( (light_worker_ratio * " +"light_worker_ram_estimation) + (heavy_worker_ratio * " +"heavy_worker_ram_estimation) )" #: ../../content/administration/install/deploy.rst:225 #: ../../content/administration/install/deploy.rst:412 msgid "LiveChat" -msgstr "" +msgstr "Chat ao vivo" #: ../../content/administration/install/deploy.rst:227 msgid "" @@ -642,36 +849,48 @@ msgid "" " --proxy-mode>` so it uses the real client headers (such as hostname, " "scheme, and IP) instead of the proxy ones." msgstr "" +"No multiprocessamento, um trabalhador dedicado do Chat ao Vivo é iniciado " +"automaticamente e escuta :option:`--gevent-port `. " +"Por padrão, as solicitações HTTP continuarão acessando os workers HTTP " +"normais em vez do chat ao vivo. Você deve implementar um proxy na frente do " +"Odoo e redirecionar as solicitações de entrada cujo caminho começa com " +"``/websocket/`` para o worker do chat ao vivo. Você também deve iniciar o " +"Odoo em :option:`--proxy-mode ` para que ele use os " +"cabeçalhos reais do cliente (como nome do host, esquema e IP) em vez dos " +"cabeçalhos do proxy." #: ../../content/administration/install/deploy.rst:237 msgid "Server with 4 CPU, 8 Thread" -msgstr "" +msgstr "Servidor com 4 CPUs, 8 threads" #: ../../content/administration/install/deploy.rst:238 msgid "60 concurrent users" -msgstr "" +msgstr "60 usuários simultâneos" #: ../../content/administration/install/deploy.rst:240 msgid "60 users / 6 = 10 <- theoretical number of worker needed" -msgstr "" +msgstr "60 usuários / 6 = 10 <- número teórico de workers necessários" #: ../../content/administration/install/deploy.rst:241 msgid "(4 * 2) + 1 = 9 <- theoretical maximal number of worker" -msgstr "" +msgstr "(4 * 2) + 1 = 9 <- número máximo teórico de workers" #: ../../content/administration/install/deploy.rst:242 msgid "" "We'll use 8 workers + 1 for cron. We'll also use a monitoring system to " "measure cpu load, and check if it's between 7 and 7.5 ." msgstr "" +"Usaremos 8 workers + 1 para o cron. Também usaremos um sistema de " +"monitoramento para medir a carga da CPU e verificar se ela está entre 7 e " +"7,5." #: ../../content/administration/install/deploy.rst:243 msgid "RAM = 9 * ((0.8*150) + (0.2*1024)) ~= 3Go RAM for Odoo" -msgstr "" +msgstr "RAM = 9 * ((0,8*150) + (0,2*1024)) ~= 3Go RAM para Odoo" #: ../../content/administration/install/deploy.rst:245 msgid "in :ref:`the configuration file `:" -msgstr "" +msgstr "no :ref:`o arquivo de configuração `:" #: ../../content/administration/install/deploy.rst:261 msgid "HTTPS" @@ -684,42 +903,51 @@ msgid "" "Odoo must use HTTPS\\ [#switching]_. SSL termination can be implemented via " "just about any SSL termination proxy, but requires the following setup:" msgstr "" +"Independentemente de ser acessar pelo site/cliente da web ou pelo serviço da" +" Web, o Odoo transmite informações de autenticação em texto simples. Isso " +"significa que uma implementação segura do Odoo deve usar HTTPS\\ " +"[#switching]_. A terminação SSL pode ser implementada por praticamente " +"qualquer proxy de terminação SSL, mas requer a seguinte configuração:" #: ../../content/administration/install/deploy.rst:268 msgid "" "Enable Odoo's :option:`proxy mode `. This should only" " be enabled when Odoo is behind a reverse proxy" msgstr "" +"Habilite :option:`proxy mode ` do Odoo. Isso só deve " +"ser ativado quando o Odoo estiver atrás de um proxy reverso" #: ../../content/administration/install/deploy.rst:269 msgid "Set up the SSL termination proxy (`Nginx termination example`_)" -msgstr "" +msgstr "Configurar o proxy de terminação SSL (`exemplo de terminação Nginx`_)" #: ../../content/administration/install/deploy.rst:270 msgid "Set up the proxying itself (`Nginx proxying example`_)" -msgstr "" +msgstr "Configurar o proxy propriamente dito (`exemplo de proxy Nginx`_)" #: ../../content/administration/install/deploy.rst:271 msgid "" "Your SSL termination proxy should also automatically redirect non-secure " "connections to the secure port" msgstr "" +"Seu proxy de terminação SSL também deve redirecionar automaticamente as " +"conexões não seguras para a porta segura" #: ../../content/administration/install/deploy.rst:277 msgid "Redirect http requests to https" -msgstr "" +msgstr "Redirecionar solicitações http para https" #: ../../content/administration/install/deploy.rst:278 msgid "Proxy requests to odoo" -msgstr "" +msgstr "Solicitações de proxy para odoo" #: ../../content/administration/install/deploy.rst:286 msgid "in ``/etc/nginx/sites-enabled/odoo.conf`` set:" -msgstr "" +msgstr "em ``/etc/nginx/sites-enabled/odoo.conf``, defina:" #: ../../content/administration/install/deploy.rst:361 msgid "HTTPS Hardening" -msgstr "" +msgstr "Proteção de HTTPS" #: ../../content/administration/install/deploy.rst:363 msgid "" @@ -729,12 +957,19 @@ msgid "" "this domain at all times, otherwise your users will see security alerts or " "be entirely unable to access it." msgstr "" +"Adicione o cabeçalho `Strict-Transport-Security` a todas as solicitações, " +"para evitar que os navegadores enviem uma solicitação HTTP simples para esse" +" domínio. Você precisará manter um serviço HTTPS em funcionamento com um " +"certificado válido nesse domínio o tempo todo; caso contrário, seus usuários" +" receberão alertas de segurança ou não conseguirão acessá-lo." #: ../../content/administration/install/deploy.rst:369 msgid "" "Force HTTPS connections during a year for every visitor in NGINX with the " "line:" msgstr "" +"Forçar conexões HTTPS durante um ano para cada visitante no NGINX com a " +"linha:" #: ../../content/administration/install/deploy.rst:375 msgid "" @@ -742,10 +977,13 @@ msgid "" "`Secure` flag can be added to ensure it is never transmitted over HTTP and " "`SameSite=Lax` to prevent authenticated `CSRF`_." msgstr "" +"Configurações adicionais podem ser definidas para o cookie `session_id`. O " +"sinalizador `Secure` pode ser adicionado para garantir que ele nunca seja " +"transmitido por HTTP e `SameSite=Lax` para evitar `CSRF`_ autenticado." #: ../../content/administration/install/deploy.rst:386 msgid "Odoo as a WSGI Application" -msgstr "" +msgstr "Odoo como um aplicativo WSGI" #: ../../content/administration/install/deploy.rst:388 msgid "" @@ -756,6 +994,12 @@ msgid "" ":mod:`odoo.tools.config` rather than through the command-line or a " "configuration file." msgstr "" +"Também é possível montar o Odoo como um aplicativo WSGI_ padrão. O Odoo " +"fornece a base para um script de lançamento WSGI como ``odoo-" +"wsgi.example.py``. Esse script deve ser personalizado (possivelmente depois " +"de copiá-lo do diretório de configuração) para definir a configuração " +"correta diretamente no :mod:`odoo.tools.config` em vez de usar a linha de " +"comando ou um arquivo de configuração." #: ../../content/administration/install/deploy.rst:394 msgid "" @@ -763,10 +1007,14 @@ msgid "" "client, website and webservice API. Because Odoo does not control the " "creation of workers anymore it can not setup cron or livechat workers" msgstr "" +"No entanto, o servidor WSGI exporá apenas o endpoint HTTP principal do " +"cliente da web, o site e a API do serviço da web. Como o Odoo não controla " +"mais a criação de workers, não é possível configurar workers cron ou chat ao" +" vivo" #: ../../content/administration/install/deploy.rst:399 msgid "Cron Workers" -msgstr "" +msgstr "Workers Cron" #: ../../content/administration/install/deploy.rst:401 msgid "" @@ -776,6 +1024,11 @@ msgid "" "--no-http>` cli option or the ``http_enable = False`` configuration file " "setting." msgstr "" +"É necessário iniciar um dos servidores Odoo integrados ao lado do servidor " +"WSGI para processar os trabalhos cron. Esse servidor deve ser configurado " +"para processar apenas crons e não solicitações HTTP com a opção " +":option:`--no-http ` do cli ou a definição do arquivo de" +" configuração ``http_enable = False``." #: ../../content/administration/install/deploy.rst:406 msgid "" @@ -785,6 +1038,11 @@ msgid "" "--workers>` and :option:`--max-cron-threads=n `" " cli options." msgstr "" +"Em sistemas do tipo Linux, é recomendável usar o servidor de " +"multiprocessamento em vez do de multi-threading para se aproveitar o melhor " +"uso do hardware e a maior estabilidade, ou seja, usar as opções " +":option:`--workers=-1 ` e :option:`--max-cron-threads=n " +"` de cli." #: ../../content/administration/install/deploy.rst:414 msgid "" @@ -795,6 +1053,13 @@ msgid "" "directed to that server. A regular (thread/process-based) WSGI server should" " be used for all other requests." msgstr "" +"O uso de um servidor WSGI compatível com gevent é necessário para a operação" +" correta do recurso de chat ao vivo. Esse servidor deve ser capaz de lidar " +"com muitas conexões simultâneas de longa duração, mas não precisa de muita " +"capacidade de processamento. Todas as solicitações cujo caminho começa com " +"``/websocket/`` devem ser direcionadas a esse servidor. Um servidor WSGI " +"normal (baseado em thread/processo) deve ser usado para todas as outras " +"solicitações." #: ../../content/administration/install/deploy.rst:420 msgid "" @@ -805,10 +1070,17 @@ msgid "" "--http-port>` (multi-threading server) or on the :option:`--gevent-port " "` (multi-processing server)." msgstr "" +"O servidor cron do Odoo também pode ser usado para atender às solicitações " +"de chat ao vivo. Basta remover a opção :option:`--no-http ` do servidor cron e certificar-se de que as solicitações cujo caminho " +"começa com ``/websocket/`` sejam direcionadas para esse servidor, seja no " +"servidor :option:`--http-port ` (servidor multi-" +"threading) ou no :option:`--gevent-port ` (servidor " +"de multiprocessamento)." #: ../../content/administration/install/deploy.rst:429 msgid "Serving static files and attachments" -msgstr "" +msgstr "Fornecimento de arquivos estáticos e anexos" #: ../../content/administration/install/deploy.rst:431 msgid "" @@ -817,10 +1089,14 @@ msgid "" "performances, and static files should generally be served by a static HTTP " "server." msgstr "" +"Para desenvolvimento conveniente, o Odoo fornecem todos os arquivos " +"estáticos e anexos diretamente em seus módulos. Isso pode não ser ideal " +"quando se trata de desempenho, e os arquivos estáticos geralmente devem ser " +"fornecidos por um servidor HTTP estático." #: ../../content/administration/install/deploy.rst:436 msgid "Serving static files" -msgstr "" +msgstr "Fornecimento de arquivos estáticos" #: ../../content/administration/install/deploy.rst:438 msgid "" @@ -829,6 +1105,11 @@ msgid "" ":samp:`/{MODULE}/static/{FILE}`, and looking up the right module (and file) " "in the various addons paths." msgstr "" +"Os arquivos estáticos do Odoo estão localizados na pasta :file:`static/` de " +"cada módulo, de modo que os arquivos estáticos podem ser fornecidos " +"interceptando todas as solicitações para :samp:`/{MODULE}/static/{FILE}` e " +"procurando o módulo (e o arquivo) correto nos vários caminhos de " +"complementos." #: ../../content/administration/install/deploy.rst:442 msgid "" @@ -838,12 +1119,20 @@ msgid "" ":file:`static/` folder and existing images are final (they do not fetch new " "resources by themselves). However, it is good practice." msgstr "" +"Recomenda-se definir o cabeçalho ``Content-Security-Policy: default-src " +"'none'`` em todas as imagens fornecidas pelo servidor Web. Isso não é " +"obrigatório, pois os usuários não podem modificar/injetar conteúdo dentro da" +" pasta :file:`static/` dos módulos e as imagens existentes são finais (elas " +"não buscam novos recursos por si mesmas). No entanto, é uma boa prática." #: ../../content/administration/install/deploy.rst:447 msgid "" "Using the above NGINX (https) configuration, the following ``map`` and " "``location`` blocks should be added to serve static files via NGINX." msgstr "" +"Usando a configuração do NGINX (https) acima, os blocos ``mapa`` e " +"``localização`` devem ser adicionados para fornecer arquivos estáticos por " +"NGINX." #: ../../content/administration/install/deploy.rst:474 msgid "" @@ -851,10 +1140,12 @@ msgid "" "installation, specifically on your :option:`--addons-path `." msgstr "" +"As diretivas ``root`` e ``try_files`` dependem da sua instalação, " +"especificamente de :option:`--addons-path `." #: ../../content/administration/install/deploy.rst:481 msgid "Debian package" -msgstr "" +msgstr "Pacote Debian" #: ../../content/administration/install/deploy.rst:483 msgid "" @@ -862,15 +1153,18 @@ msgid "" "Enterprise, and that the :option:`--addons-path ` is" " ``'/usr/lib/python3/dist-packages/odoo/addons'``." msgstr "" +"Digamos que o Odoo tenha sido instalado pelos **pacotes Debian** para " +"Community e Enterprise, e que :option:`--addons-path ` seja ``'/usr/lib/python3/dist-packages/odoo/addons'```." #: ../../content/administration/install/deploy.rst:487 #: ../../content/administration/install/deploy.rst:501 msgid "The ``root`` and ``try_files`` should be:" -msgstr "" +msgstr "O ``root`` e o ``try_files`` devem ser:" #: ../../content/administration/install/deploy.rst:494 msgid "Git sources" -msgstr "" +msgstr "Fontes do Git" #: ../../content/administration/install/deploy.rst:496 msgid "" @@ -880,10 +1174,15 @@ msgid "" "path ` is " "``'/opt/odoo/community/odoo/addons,/opt/odoo/community/addons,/opt/odoo/enterprise'``." msgstr "" +"Digamos que o Odoo tenha sido instalado por **fontes**, que os repositórios " +"git Community e Enterprise tenham sido clonados em " +":file:`/opt/odoo/community` e :file:`/opt/odoo/enterprise` respectivamente, " +"e que :option:`--addons-path ` é " +"``'/opt/odoo/community/odoo/addons,/opt/odoo/community/addons,/opt/odoo/enterprise'``." #: ../../content/administration/install/deploy.rst:509 msgid "Serving attachments" -msgstr "" +msgstr "Fornecimento de anexos" #: ../../content/administration/install/deploy.rst:511 msgid "" @@ -892,6 +1191,11 @@ msgid "" "them requires multiple lookups in the database to determine where the files " "are stored and whether the current user can access them or not." msgstr "" +"Os anexos são arquivos armazenados no armazenamento de arquivos cujo acesso " +"é regulado pelo Odoo. Eles não podem ser acessados diretamente por um " +"servidor da web estático, pois o acesso a eles requer várias pesquisas na " +"base de dados para determinar onde os arquivos estão armazenados e se o " +"usuário atual pode acessá-los ou não." #: ../../content/administration/install/deploy.rst:516 msgid "" @@ -906,18 +1210,31 @@ msgid "" "--x-sendfile>` CLI flag (this unique flag is used for both X-Sendfile and " "X-Accel)." msgstr "" +"No entanto, uma vez que o arquivo tenha sido localizado e os direitos de " +"acesso verificados pelo Odoo, é uma boa ideia fornecer o arquivo usando o " +"servidor da web estático, em vez do Odoo. Para que o Odoo delegue o " +"fornecimento de arquivos ao servidor web estático, as extensões `X-Sendfile " +"`_ (apache) ou `X-Accel " +"`_ " +"(nginx) devem estar ativadas e configuradas no servidor web estático. Depois" +" de configurado, inicie o Odoo com o sinalizador :option:`--x-sendfile " +"` de CLI (esse sinalizador exclusivo é usado tanto " +"para o X-Sendfile quanto para o X-Accel)." #: ../../content/administration/install/deploy.rst:526 msgid "" "The X-Sendfile extension for apache (and compatible web servers) does not " "require any supplementary configuration." msgstr "" +"A extensão X-Sendfile para Apache (e servidores da web compatíveis) não " +"requer nenhuma configuração adicional." #: ../../content/administration/install/deploy.rst:528 msgid "" "The X-Accel extension for NGINX **does** require the following additionnal " "configuration:" msgstr "" +"A extensão X-Accel para o NGINX **exige** a seguinte configuração adicional:" #: ../../content/administration/install/deploy.rst:537 msgid "" @@ -927,6 +1244,10 @@ msgid "" "NGINX). This logs a warnings, the message contains the configuration you " "need." msgstr "" +"Caso não saiba qual é o caminho para o seu filestore, inicie o Odoo com a " +"opção :option:`--x-sendfile ` e navegue até o URL " +"``/web/filestore`` diretamente do Odoo (não acesse o URL pelo NGINX). Isso " +"registra um aviso, a mensagem contém a configuração necessária." #: ../../content/administration/install/deploy.rst:546 msgid "Security" @@ -938,6 +1259,9 @@ msgid "" "continuous process, not a one-shot operation. At any moment, you will only " "be as secure as the weakest link in your environment." msgstr "" +"Para começar, tenha em mente que a proteção de um sistema de informações é " +"um processo contínuo, não uma operação única. Você sempre estará tão seguro " +"quanto o elo mais fraco do seu ambiente." #: ../../content/administration/install/deploy.rst:552 msgid "" @@ -948,12 +1272,20 @@ msgid "" "system and distribution, best practices in terms of users, passwords, and " "access control management, etc." msgstr "" +"Portanto, não considere esta seção como a lista definitiva de medidas que " +"evitarão todos os problemas de segurança. Ela serve apenas como um resumo " +"das primeiras coisas importantes que você deve incluir em seu plano de ação " +"de segurança. O restante virá das práticas recomendadas de segurança de sua " +"distribuição e sistema operacional, práticas recomendadas em termos de " +"usuários, senhas e gerenciamento de controle de acesso etc." #: ../../content/administration/install/deploy.rst:558 msgid "" "When deploying an internet-facing server, please be sure to consider the " "following security-related topics:" msgstr "" +"Ao implementar um servidor voltado para a Internet, não deixe de considerar " +"os seguintes tópicos de segurança:" #: ../../content/administration/install/deploy.rst:561 msgid "" @@ -961,6 +1293,9 @@ msgid "" "database management pages as soon as the system is set up. See " ":ref:`db_manager_security`." msgstr "" +"Sempre defina uma senha forte de superadministrador e restrinja o acesso às " +"páginas de gerenciamento da base de dados assim que o sistema for " +"configurado. Consulte :ref:`db_manager_security`." #: ../../content/administration/install/deploy.rst:564 msgid "" @@ -970,6 +1305,11 @@ msgid "" "*Never* use any default passwords like admin/admin, even for test/staging " "databases." msgstr "" +"Escolha logins exclusivos e senhas fortes para todas as contas de " +"administrador em todas as bases de dados. Não use \"admin\" como login. Não " +"use esses logins para operações diárias, apenas para controlar/gerenciar a " +"instalação. *Nunca use senhas padrão como admin/admin, mesmo para bases de " +"dados de teste/staging." #: ../../content/administration/install/deploy.rst:569 msgid "" @@ -977,6 +1317,10 @@ msgid "" " data contain default logins and passwords that can be used to get into your" " systems and cause significant trouble, even on staging/dev systems." msgstr "" +"**Não** instale dados de demonstração em servidores voltados para a " +"Internet. As bases com dados de demonstração contêm logins e senhas padrão " +"que podem ser usados para entrar em seus sistemas e causar problemas " +"significativos, mesmo em sistemas de teste/dev." #: ../../content/administration/install/deploy.rst:573 msgid "" @@ -987,6 +1331,12 @@ msgid "" "from, instead of letting the system fetch them all from the database " "backend." msgstr "" +"Use os filtros de base de dados adequados ( :option:`--db-filter `) para restringir a visibilidade de suas bases de acordo com o " +"nome do host. Consulte :ref:`db_filter`. Você também pode usar a :option:`-d" +" ` para fornecer sua própria lista (separada por vírgulas) de " +"bases de dados disponíveis para filtrar, em vez de permitir que o sistema " +"busque todos eles no back-end da base." #: ../../content/administration/install/deploy.rst:580 msgid "" @@ -997,6 +1347,12 @@ msgid "" ":option:`--no-database-list ` command-line " "option)" msgstr "" +"Depois que ``db_name`` e ``db_filter`` estiverem configurados e " +"corresponderem a apenas uma base de dados por nome de host, você deverá " +"definir a opção de configuração ``list_db`` como ``False``, para impedir " +"totalmente a listagem de bases de dados e bloquear o acesso às telas de " +"gerenciamento da base (isso também é exposto como a opção de linha de " +"comando :option:`--no-database-list `)" #: ../../content/administration/install/deploy.rst:586 msgid "" @@ -1006,6 +1362,12 @@ msgid "" "using a dedicated non-privileged ``db_user``. See also " ":ref:`setup/deploy/odoo`." msgstr "" +"Certifique-se de que o usuário do PostgreSQL (:option:`--db_user `) não seja um superusuário e de que suas bases de dados sejam de " +"propriedade de um usuário diferente. Por exemplo, eles podem ser de " +"propriedade do superusuário ``postgres`` se você estiver usando um " +"``db_user`` dedicado e sem privilégios. Consulte também " +":ref:`setup/deploy/odoo`." #: ../../content/administration/install/deploy.rst:591 msgid "" @@ -1013,12 +1375,18 @@ msgid "" " via GitHub or by downloading the latest version from " "https://www.odoo.com/page/download or http://nightly.odoo.com" msgstr "" +"Mantenha as instalações atualizadas instalando regularmente as últimas " +"compilações, seja pelo GitHub ou baixando a versão mais recente em " +"https://www.odoo.com/page/download ou http://nightly.odoo.com" #: ../../content/administration/install/deploy.rst:595 msgid "" "Configure your server in multi-process mode with proper limits matching your" " typical usage (memory/CPU/timeouts). See also :ref:`builtin_server`." msgstr "" +"Configure seu servidor no modo multiprocessos com limites adequados que " +"correspondam ao seu uso normal (memória/CPU/tempo limite). Consulte também " +":ref:`builtin_server`." #: ../../content/administration/install/deploy.rst:598 msgid "" @@ -1029,6 +1397,12 @@ msgid "" "enable the :option:`proxy mode ` option. See also " ":ref:`https_proxy`." msgstr "" +"Execute o Odoo em um servidor da web que forneça terminação HTTPS com um " +"certificado SSL válido, para evitar a interceptação de comunicações em texto" +" simples. Os certificados SSL são baratos e existem muitas opções gratuitas." +" Configure o proxy da web para limitar o tamanho das solicitações, defina " +"tempos limite apropriados e, em seguida, ative a opção :option:`proxy mode " +"`. Consulte também :ref:`https_proxy`." #: ../../content/administration/install/deploy.rst:605 msgid "" @@ -1039,6 +1413,13 @@ msgid "" " allowing only trusted IPs in the firewall, and/or running a brute-force " "detection system such as `fail2ban` or equivalent." msgstr "" +"Se você precisar permitir o acesso SSH remoto aos seus servidores, " +"certifique-se de definir uma senha forte para **todas** as contas, não " +"apenas para o `root`. É altamente recomendável desativar totalmente a " +"autenticação baseada em senha e permitir apenas a autenticação por chave " +"pública. Considere também a possibilidade de restringir o acesso com uma " +"VPN, permitindo apenas IPs confiáveis no firewall e/ou executando um sistema" +" de detecção de força bruta, como o `fail2ban` ou equivalente." #: ../../content/administration/install/deploy.rst:611 msgid "" @@ -1046,6 +1427,10 @@ msgid "" "prevent brute-force attacks and denial of service attacks. See also " ":ref:`login_brute_force` for specific measures." msgstr "" +"Considere a possibilidade de instalar uma limitação de taxa adequada em seu " +"proxy ou firewall para evitar ataques de força bruta e ataques de negação de" +" serviço. Consulte também :ref:`login_brute_force` para obter medidas " +"específicas." #: ../../content/administration/install/deploy.rst:615 msgid "" @@ -1053,6 +1438,9 @@ msgid "" "of Service attacks (DDOS), but this is often an optional service, so you " "should consult with them." msgstr "" +"Muitos provedores de rede oferecem atenuação automática para ataques " +"distribuído de negação de serviço (DDOS), mas isso geralmente é um serviço " +"opcional, portanto, você deve consultá-los." #: ../../content/administration/install/deploy.rst:619 msgid "" @@ -1060,6 +1448,9 @@ msgid "" "different machines than the production ones. And apply the same security " "precautions as for production." msgstr "" +"Sempre que possível, hospede suas instâncias de demonstração/teste/staging " +"voltadas para o público em máquinas diferentes das de produção, e aplique as" +" mesmas precauções de segurança que nas de produção." #: ../../content/administration/install/deploy.rst:623 msgid "" @@ -1075,6 +1466,18 @@ msgid "" "systemd.html>`_ may also be useful to implement per-process network access " "control." msgstr "" +"Se o seu servidor Odoo voltado para o público tiver acesso a recursos ou " +"serviços de rede interna confidenciais (por exemplo, por uma VLAN privada), " +"implemente regras de firewall adequadas para proteger esses recursos " +"internos. Isso garantirá que o servidor Odoo não possa ser usado " +"acidentalmente (ou como resultado de ações maliciosas do usuário) para " +"acessar ou interromper esses recursos internos. Normalmente, isso pode ser " +"feito aplicando uma regra DENY padrão de saída no firewall e, então, " +"autorizando explicitamente somente o acesso aos recursos internos que o " +"servidor Odoo precisa acessar. O `Controle de acesso ao tráfego IP do " +"sistema `_ também pode ser útil para implementar o controle de acesso à" +" rede por processo." #: ../../content/administration/install/deploy.rst:634 msgid "" @@ -1090,18 +1493,36 @@ msgid "" "CloudFlare usually maintain a public list of their IP address ranges for " "this purpose." msgstr "" +"Se o seu servidor Odoo voltado para o público estiver atrás de um firewall " +"de aplicativo web, um balanceador de carga, um serviço transparente de " +"proteção contra DDoS (como o CloudFlare) ou um dispositivo semelhante no " +"nível da rede, talvez você queira evitar o acesso direto ao sistema Odoo. " +"Geralmente, é difícil manter os endereços IP do endpoint de seus servidores " +"Odoo em segredo. Por exemplo, eles podem aparecer nos registros do servidor " +"da Web ao consultar sistemas públicos ou nos cabeçalhos de e-mails enviados " +"a partir do Odoo. Em tal situação, pode ser interessante configurar seu " +"firewall para que os endpoints não sejam acessíveis publicamente, exceto a " +"partir dos endereços IP específicos do seu WAF, balanceador de carga ou " +"serviço de proxy. Provedores de serviços como o CloudFlare geralmente mantêm" +" uma lista pública de seus intervalos de endereços IP para essa finalidade." #: ../../content/administration/install/deploy.rst:645 msgid "" "If you are hosting multiple customers, isolate customer data and files from " "each other using containers or appropriate \"jail\" techniques." msgstr "" +"Se estiver hospedando vários clientes, isole os dados e arquivos dos " +"clientes uns dos outros usando contêineres ou técnicas apropriadas de " +"\"jail\"." #: ../../content/administration/install/deploy.rst:648 msgid "" "Setup daily backups of your databases and filestore data, and copy them to a" " remote archiving server that is not accessible from the server itself." msgstr "" +"Configure backups diários de suas bases de dados e dados de armazenamento de" +" arquivos e copie-os para um servidor de arquivamento remoto que não seja " +"acessível a partir do próprio servidor." #: ../../content/administration/install/deploy.rst:651 msgid "" @@ -1110,10 +1531,14 @@ msgid "" "hardening review of the server should be conducted and is outside of the " "scope of this guide." msgstr "" +"Recomenda-se fortemente a implementação do Odoo no Linux, em vez de no " +"Windows. Se, mesmo assim, você optar por implementar em uma plataforma " +"Windows, deverá ser realizada uma revisão completa da solidez da segurança " +"do servidor, o que está fora do escopo deste guia." #: ../../content/administration/install/deploy.rst:659 msgid "Blocking Brute Force Attacks" -msgstr "" +msgstr "Bloqueio de ataques de força bruta" #: ../../content/administration/install/deploy.rst:661 msgid "" @@ -1122,56 +1547,71 @@ msgid "" "emits a log entry whenever a login attempt is performed, and reports the " "result: success or failure, along with the target login and source IP." msgstr "" +"Em implementações voltadas para a Internet, ataques de força bruta às senhas" +" dos usuários são muito comuns, e essa ameaça não deve ser negligenciada nos" +" servidores Odoo. O Odoo emite uma entrada de registro sempre que uma " +"tentativa de login é realizada e informa o resultado (sucesso ou falha), " +"juntamente com o login de destino e o IP de origem." #: ../../content/administration/install/deploy.rst:665 msgid "The log entries will have the following form." -msgstr "" +msgstr "As entradas de registro terão o seguinte formato." #: ../../content/administration/install/deploy.rst:667 msgid "Failed login::" -msgstr "" +msgstr "Falha no login::" #: ../../content/administration/install/deploy.rst:671 msgid "Successful login::" -msgstr "" +msgstr "Login bem-sucedido::" #: ../../content/administration/install/deploy.rst:676 msgid "" "These logs can be easily analyzed by an intrusion prevention system such as " "`fail2ban`." msgstr "" +"Esses registros podem ser facilmente analisados por um sistema de prevenção " +"de intrusões, como o `fail2ban`." #: ../../content/administration/install/deploy.rst:678 msgid "" "For example, the following fail2ban filter definition should match a failed " "login::" msgstr "" +"Por exemplo, a seguinte definição de filtro fail2ban deve corresponder a um " +"login com falha::" #: ../../content/administration/install/deploy.rst:685 msgid "" "This could be used with a jail definition to block the attacking IP on " "HTTP(S)." msgstr "" +"Isso pode ser usado com uma definição de jail para bloquear o IP de ataque " +"em HTTP(S)." #: ../../content/administration/install/deploy.rst:687 msgid "" "Here is what it could look like for blocking the IP for 15 minutes when 10 " "failed login attempts are detected from the same IP within 1 minute::" msgstr "" +"Isso poderia ser feito para bloquear o IP por 15 minutos quando 10 " +"tentativas de login com falha são detectadas do mesmo IP em 1 minuto::" #: ../../content/administration/install/deploy.rst:701 msgid "Database Manager Security" -msgstr "" +msgstr "Segurança do gerenciador da base de dados" #: ../../content/administration/install/deploy.rst:703 msgid ":ref:`setup/deploy/odoo` mentioned ``admin_passwd`` in passing." -msgstr "" +msgstr ":ref:`setup/deploy/odoo` mencionou ``admin_passwd`` na passagem." #: ../../content/administration/install/deploy.rst:705 msgid "" "This setting is used on all database management screens (to create, delete, " "dump or restore databases)." msgstr "" +"Essa configuração é usada em todas as telas de gerenciamento de base de " +"dados (para criar, excluir, fazer dump ou restaurar bases de dados)." #: ../../content/administration/install/deploy.rst:708 msgid "" @@ -1179,6 +1619,9 @@ msgid "" "``list_db`` configuration option to ``False``, to block access to all the " "database selection and management screens." msgstr "" +"Se as telas de gerenciamento não puderem ser acessadas de forma alguma, " +"defina a opção de configuração ``list_db`` como ``False`` para bloquear o " +"acesso a todas as telas de seleção e gerenciamento de base de dados." #: ../../content/administration/install/deploy.rst:714 msgid "" @@ -1188,6 +1631,12 @@ msgid "" "production, and may even expose dangerous features to attackers. It is also " "not designed to handle large databases, and may trigger memory limits." msgstr "" +"É altamente recomendável desativar o gerenciador de base de dados em " +"qualquer sistema voltado para a internet! Ele foi criado como uma ferramenta" +" de desenvolvimento/demo, para facilitar a criação e o gerenciamento rápidos" +" de bases de dados. Não foi projetado para uso em produção e pode até expor " +"recursos perigosos a invasores. Também não foi projetado para lidar com " +"bases de dados grandes e pode disparar limites de memória." #: ../../content/administration/install/deploy.rst:720 msgid "" @@ -1195,6 +1644,9 @@ msgid "" "performed by the system administrator, including provisioning of new " "databases and automated backups." msgstr "" +"Em sistemas de produção, as operações de gerenciamento da base de dados " +"devem sempre ser realizadas pelo administrador do sistema, inclusive o " +"provisionamento de novos bases de dados e backups automatizados." #: ../../content/administration/install/deploy.rst:723 msgid "" @@ -1203,6 +1655,11 @@ msgid "" "each request, otherwise users will be blocked as they won't be allowed to " "choose the database themselves." msgstr "" +"Certifique-se de configurar um parâmetro ``db_name`` adequado (e, " +"opcionalmente, ``db_filter`` também) para que o sistema possa determinar a " +"base de dados de destino em cada solicitação; caso contrário, os usuários " +"serão bloqueados, pois não poderão escolher a base de dados por conta " +"própria." #: ../../content/administration/install/deploy.rst:728 msgid "" @@ -1211,6 +1668,11 @@ msgid "" "starting with ``/web/database`` except (maybe) ``/web/database/selector`` " "which displays the database-selection screen." msgstr "" +"Se as telas de gerenciamento só puderem ser acessadas a partir de um " +"conjunto selecionado de máquinas, use os recursos do servidor proxy para " +"bloquear o acesso a todas as rotas que começam com ``/web/database``, exceto" +" (talvez) ``/web/database/selector``, que exibe a tela de seleção de base de" +" dados." #: ../../content/administration/install/deploy.rst:732 msgid "" @@ -1218,60 +1680,74 @@ msgid "" "``admin_passwd`` setting must be changed from its ``admin`` default: this " "password is checked before allowing database-alteration operations." msgstr "" +"Se a tela de gerenciamento da base de dados permanecer acessível, a " +"configuração ``admin_passwd`` deverá ser alterada do padrão ``admin``: essa " +"senha é verificada antes de permitir operações de alteração da base de " +"dados." #: ../../content/administration/install/deploy.rst:736 msgid "It should be stored securely, and should be generated randomly e.g." msgstr "" +"Ela deve ser armazenado de forma segura e deve ser gerado aleatoriamente, " +"ex.:" #: ../../content/administration/install/deploy.rst:742 msgid "which will generate a 32 characters pseudorandom printable string." -msgstr "" +msgstr "que gerará uma string imprimível pseudo-aleatória de 32 caracteres." #: ../../content/administration/install/deploy.rst:745 msgid "Supported Browsers" -msgstr "" +msgstr "Navegadores compatíveis" #: ../../content/administration/install/deploy.rst:747 msgid "" "Odoo supports all the major desktop and mobile browsers available on the " "market, as long as they are supported by their publishers." msgstr "" +"O Odoo é compatível com todos os principais navegadores de desktop e móveis " +"disponíveis no mercado, desde que sejam suportados por seus editores." #: ../../content/administration/install/deploy.rst:750 msgid "Here are the supported browsers:" -msgstr "" +msgstr "Aqui estão os navegadores compatíveis:" #: ../../content/administration/install/deploy.rst:752 msgid "Google Chrome" -msgstr "" +msgstr "Google Chrome" #: ../../content/administration/install/deploy.rst:753 msgid "Mozilla Firefox" -msgstr "" +msgstr "Mozilla Firefox" #: ../../content/administration/install/deploy.rst:754 msgid "Microsoft Edge" -msgstr "" +msgstr "Microsoft Edge" #: ../../content/administration/install/deploy.rst:755 msgid "Apple Safari" -msgstr "" +msgstr "Apple Safari" #: ../../content/administration/install/deploy.rst:757 msgid "" "Please make sure your browser is up-to-date and still supported by its " "publisher before filing a bug report." msgstr "" +"Certifique-se de que seu navegador esteja atualizado e ainda seja suportado " +"pelo respectivo editor antes de preencher um relatório de bug." #: ../../content/administration/install/deploy.rst:762 msgid "Since Odoo 13.0, ES6 is supported. Therefore, IE support is dropped." msgstr "" +"A partir do Odoo 13.0, o ES6 é compatível. Portanto, o suporte ao IE foi " +"descontinuado." #: ../../content/administration/install/deploy.rst:765 msgid "" "to have multiple Odoo installations use the same PostgreSQL database, or to " "provide more computing resources to both software." msgstr "" +"para que várias instalações do Odoo usem a mesma base de dados PostgreSQL ou" +" para fornecer mais recursos de computação para ambos os softwares." #: ../../content/administration/install/deploy.rst:768 msgid "" @@ -1279,6 +1755,9 @@ msgid "" "networks, but that is mostly for software which can only be used over UNIX " "sockets" msgstr "" +"Tecnicamente, uma ferramenta como socat_ pode ser usada para fazer proxy de " +"soquetes UNIX em redes, mas isso é sobretudo para softwares que só podem ser" +" usado em soquetes UNIX" #: ../../content/administration/install/deploy.rst:772 msgid "" @@ -1289,28 +1768,40 @@ msgid "" "certificates are easier to deploy on a controlled environment than over the " "internet." msgstr "" +"ou ser acessível somente em uma rede interna comutada por pacotes, mas isso " +"requer switches seguros, proteções contra `ARP spoofing`_ e impede o uso de " +"Wi-Fi. Mesmo em redes seguras de comutação de pacotes, recomenda-se a " +"implementação em HTTPS, e os possíveis custos são reduzidos, pois os " +"certificados \"autoassinados\" são mais fáceis de implementar em um ambiente" +" controlado do que na internet." #: ../../content/administration/install/email_gateway.rst:3 msgid "Email gateway" -msgstr "" +msgstr "Gateway de e-mail" #: ../../content/administration/install/email_gateway.rst:5 msgid "" "The Odoo mail gateway allows you to inject directly all the received emails " "in Odoo." msgstr "" +"O gateway de e-mail do Odoo permite que você injete diretamente todos os " +"e-mails recebidos no Odoo." #: ../../content/administration/install/email_gateway.rst:7 msgid "" "Its principle is straightforward: your SMTP server executes the \"mailgate\"" " script for every new incoming email." msgstr "" +"Seu princípio é simples: o servidor SMTP executa o script \"mailgate\" para " +"cada novo e-mail recebido." #: ../../content/administration/install/email_gateway.rst:10 msgid "" "The script takes care of connecting to your Odoo database through XML-RPC, " "and send the emails via the `MailThread.message_process()` feature." msgstr "" +"O script cuida da conexão com a base de dados do Odoo por meio de XML-RPC e " +"envia os e-mails pelo recurso `MailThread.message_process()`." #: ../../content/administration/install/email_gateway.rst:14 msgid "Prerequisites" @@ -1318,23 +1809,23 @@ msgstr "Pré-requisitos" #: ../../content/administration/install/email_gateway.rst:16 msgid "Administrator access to the Odoo database." -msgstr "" +msgstr "Acesso de administrador à base de dados do Odoo." #: ../../content/administration/install/email_gateway.rst:17 msgid "Your own mail server such as Postfix or Exim." -msgstr "" +msgstr "Seu próprio servidor de e-mail, como Postfix ou Exim." #: ../../content/administration/install/email_gateway.rst:18 msgid "Technical knowledge on how to configure an email server." -msgstr "" +msgstr "Conhecimento técnico sobre como configurar um servidor de e-mail." #: ../../content/administration/install/email_gateway.rst:21 msgid "For Postfix" -msgstr "" +msgstr "Para Postfix" #: ../../content/administration/install/email_gateway.rst:23 msgid "In you alias config (:file:`/etc/aliases`):" -msgstr "" +msgstr "Em sua configuração de alias (:file:`/etc/aliases`):" #: ../../content/administration/install/email_gateway.rst:30 #: ../../content/administration/install/email_gateway.rst:45 @@ -1343,29 +1834,154 @@ msgstr "Recursos" #: ../../content/administration/install/email_gateway.rst:32 msgid "`Postfix `_" -msgstr "" +msgstr "`Postfix `_" #: ../../content/administration/install/email_gateway.rst:33 msgid "`Postfix aliases `_" -msgstr "" +msgstr "`Aliases do Postfix `_" #: ../../content/administration/install/email_gateway.rst:34 msgid "`Postfix virtual `_" -msgstr "" +msgstr "`Postfix virtual `_" #: ../../content/administration/install/email_gateway.rst:38 msgid "For Exim" -msgstr "" +msgstr "Para Exim" #: ../../content/administration/install/email_gateway.rst:47 msgid "`Exim `_" -msgstr "" +msgstr "`Exim `_" #: ../../content/administration/install/email_gateway.rst:50 msgid "" "If you don't have access/manage your email server, use :ref:`inbound " "messages `." msgstr "" +"Se você não tiver acesso/gerenciar seu servidor de e-mail, use " +":ref:`mensagens receebidas `." + +#: ../../content/administration/install/geo_ip.rst:3 +msgid "Geo IP" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:6 +msgid "This documentation only applies to On-premise databases." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:9 +msgid "Installation" +msgstr "Instalação" + +#: ../../content/administration/install/geo_ip.rst:11 +msgid "" +"Download both the GeoLite2 City and Country `databases " +"`_. You should end up with " +"two files called :file:`GeoLite2-City.mmdb` and " +":file:`GeoLite2-Country.mmdb`." +msgstr "" +"Baixe ambas as `bases de dados " +"`_ Cidade e País do " +"GeoLite2. Você deverá ter dois arquivos, chamados :file:`GeoLite2-City.mmdb`" +" e :file:`GeoLite2-Country.mmdb`." + +#: ../../content/administration/install/geo_ip.rst:15 +msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." +msgstr "Mova os arquivos para a pasta :file:`/usr/share/GeoIP/`." + +#: ../../content/administration/install/geo_ip.rst:22 +msgid "Restart the server" +msgstr "Reiniciar o servidor" + +#: ../../content/administration/install/geo_ip.rst:25 +msgid "" +"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," +" use the :option:`--geoip-city-db ` and " +":option:`--geoip-country-db ` options of the " +"Odoo command line interface. These options take the absolute path to the " +"GeoIP database file and use it as the GeoIP database. For example:" +msgstr "" +"Se não quiser localizar a base de dados geoip em :file:`/usr/share/GeoIP/`, " +"use as opções :option:`--geoip-city-db ` e " +":option:`--geoip-country-db ` da interface de " +"linha de comando do Odoo. Essas opções pegam o caminho absoluto para o " +"arquivo da base de dados GeoIP e a usam como o base de dados GeoIP. Por " +"exemplo:" + +#: ../../content/administration/install/geo_ip.rst:36 +msgid ":doc:`CLI documentation `." +msgstr ":doc:`CLI documentation `." + +#: ../../content/administration/install/geo_ip.rst:39 +msgid "Test GeoIP geolocation in your Odoo website" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:41 +msgid "" +"Edit a web page to include some geo-ip information such as the country name " +"of the current request IP address. To do so:" +msgstr "" +"Edite uma página da web para incluir algumas informações de geo-ip, como o " +"nome do país do endereço IP da solicitação atual. Para isso:" + +#: ../../content/administration/install/geo_ip.rst:44 +msgid "Go to your website. Open the web page that you want to test ``GeoIP``." +msgstr "" +"Acesse o site. Abra a página da web em que você quer testar o ``GeoIP``." + +#: ../../content/administration/install/geo_ip.rst:45 +msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." +msgstr "Clique em :menuselection:`Personalizar --> Editor HTML/CSS/JS`." + +#: ../../content/administration/install/geo_ip.rst:46 +msgid "Add the following piece of XML in the page :" +msgstr "Adicione o seguinte trecho de XML na página:" + +#: ../../content/administration/install/geo_ip.rst:52 +msgid "Save and refresh the page." +msgstr "Salve e atualize a página." + +#: ../../content/administration/install/geo_ip.rst:54 +msgid "" +"Geo-ip is working if you read your country name displayed in bold in the " +"middle of the page." +msgstr "" +"Se o nome do seu país estiver exibidio em negrito no meio da página, o Geo-" +"ip está funcionando." + +#: ../../content/administration/install/geo_ip.rst:56 +msgid "" +"In case you read \"**geoip failure**\" instead then the geolocalization " +"failed. The common causes are:" +msgstr "" +"Se em vez disso aparecer \"**falha de geoip**\", a geolocalização falhou. As" +" causas comuns são:" + +#: ../../content/administration/install/geo_ip.rst:58 +msgid "" +"The browsing IP address is the localhost (``127.0.0.1``) or a local area " +"network one. If you don't know, you can access your website using mobile " +"data." +msgstr "" +"O endereço IP de navegação é o localhost (``127.0.0.1``) ou o de uma rede " +"local. Se não souber, pode acessar o seu site utilizando dados móveis." + +#: ../../content/administration/install/geo_ip.rst:60 +msgid "" +"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " +"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." +msgstr "" +"Está utilizando um reverse-proxy (apache, nginx) à frente do Odoo, mas não " +"iniciou o Odoo com o modo proxy ativado. Veja :option:`proxy mode `." + +#: ../../content/administration/install/geo_ip.rst:62 +msgid "" +"The GeoIP database is corrupt, missing or unaccessible. In such case a " +"warning was logged in the server logs." +msgstr "" +"A base de dados GeoIP está corrompida, ausente ou inacessível. Nesse caso, " +"foi registrado um aviso nos logs do servidor." #: ../../content/administration/install/online.rst:3 msgid "Online" @@ -1376,6 +1992,8 @@ msgid "" "Online instances are accessed using any web browser and do not require a " "local installation." msgstr "" +"As instâncias on-line são acessadas usando qualquer navegador da web e não " +"exigem uma instalação local." #: ../../content/administration/install/online.rst:8 msgid "Demo" @@ -1387,13 +2005,16 @@ msgid "" "are available. No registration is required, but each instance only lives for" " a few hours." msgstr "" +"Para experimentar o Odoo rapidamente, há instâncias `demo " +"`_ compartilhadas disponíveis. Não é necessário fazer" +" nenhum cadastro, mas cada instância dura apenas algumas horas." #: ../../content/administration/install/online.rst:14 #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 #: ../../content/administration/maintain/supported_versions.rst:29 -#: ../../content/administration/upgrade.rst:92 -#: ../../content/administration/upgrade.rst:309 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "Odoo Online" @@ -1404,14 +2025,20 @@ msgid "" "production or to test Odoo thoroughly, including customizations that don't " "require code." msgstr "" +"O `Odoo Online `_ fornece instâncias privadas " +"que são totalmente gerenciadas e hospedadas pelo Odoo. Ele pode ser usado " +"para produção de longo prazo ou para testar o Odoo como um todo, incluindo " +"personalizações que não precisam de código." #: ../../content/administration/install/online.rst:21 msgid "Odoo Online is incompatible with custom modules or the Odoo App Store." msgstr "" +"O Odoo Online é incompatível com módulos personalizados ou com a loja de " +"aplicativos do Odoo." #: ../../content/administration/install/packages.rst:3 msgid "Packaged installers" -msgstr "" +msgstr "Instaladores em pacote" #: ../../content/administration/install/packages.rst:5 msgid "" @@ -1419,6 +2046,9 @@ msgid "" "(Debian, Ubuntu, etc.), RPM-based Linux distributions (Fedora, CentOS, RHEL," " etc.), and Windows for the Community and Enterprise editions." msgstr "" +"O Odoo fornece instaladores em pacote para distribuições Linux baseadas em " +"Debian (Debian, Ubuntu, etc.), distribuições Linux baseadas em RPM (Fedora, " +"CentOS, RHEL, etc.) e Windows para as edições Community e Enterprise." #: ../../content/administration/install/packages.rst:9 msgid "" @@ -1426,22 +2056,29 @@ msgid "" "requirements are available on the `nightly server " "`_." msgstr "" +"Os pacotes **Community** noturnos oficiais com todos os requisitos de " +"dependência relevantes estão disponíveis no servidor `nightly " +"`_." #: ../../content/administration/install/packages.rst:13 msgid "Nightly packages may be difficult to keep up to date." -msgstr "" +msgstr "Pode ser difícil manter os pacotes noturnos atualizados." #: ../../content/administration/install/packages.rst:15 msgid "" "Official **Community** and **Enterprise** packages can be downloaded from " "the `Odoo download page `_." msgstr "" +"Os pacotes oficiais **Community** e **Enterprise** podem ser baixados da " +"página de download do Odoo `_." #: ../../content/administration/install/packages.rst:19 msgid "" "It is required to be logged in as a paying customer or partner to download " "the Enterprise packages." msgstr "" +"É necessário estar conectado como cliente ou parceiro pagante para fazer o " +"download dos pacotes Enterprise." #: ../../content/administration/install/packages.rst:25 #: ../../content/administration/install/source.rst:52 @@ -1459,20 +2096,22 @@ msgstr "Linux" #: ../../content/administration/install/packages.rst:28 #: ../../content/administration/install/source.rst:116 msgid "Prepare" -msgstr "Prepare" +msgstr "Preparar" #: ../../content/administration/install/packages.rst:30 msgid "" "Odoo needs a `PostgreSQL `_ server to run " "properly." msgstr "" +"O Odoo precisa de um servidor `PostgreSQL `_ " +"para ser executado corretamente." #: ../../content/administration/install/packages.rst:34 #: ../../content/administration/install/packages.rst:70 #: ../../content/administration/install/packages.rst:100 #: ../../content/administration/install/source.rst:278 msgid "Debian/Ubuntu" -msgstr "" +msgstr "Debian/Ubuntu" #: ../../content/administration/install/packages.rst:36 msgid "" @@ -1480,18 +2119,24 @@ msgid "" "PostgreSQL server on the same host as the Odoo instance. Execute the " "following command to install the PostgreSQL server:" msgstr "" +"A configuração padrão do pacote 'deb' do Odoo é usar o servidor PostgreSQL " +"no mesmo host que a instância do Odoo. Execute o seguinte comando para " +"instalar o servidor PostgreSQL:" #: ../../content/administration/install/packages.rst:44 #: ../../content/administration/install/packages.rst:80 #: ../../content/administration/install/packages.rst:132 msgid "Fedora" -msgstr "" +msgstr "Fedora" #: ../../content/administration/install/packages.rst:46 msgid "" "Make sure that the `sudo` command is available and well configured and, only" " then, execute the following command to install the PostgreSQL server:" msgstr "" +"Certifique-se de que o comando `sudo` esteja disponível e bem configurado e," +" somente então, execute o seguinte comando para instalar o servidor " +"PostgreSQL:" #: ../../content/administration/install/packages.rst:57 #: ../../content/administration/install/source.rst:416 @@ -1503,29 +2148,39 @@ msgid "" "`_ for more details on the " "various versions." msgstr "" +"O `wkhtmltopdf` não é instalado por **pip** e deve ser instalado manualmente" +" na `versão 0.12.6 " +"`_ para " +"que ofereça suporte a cabeçalhos e rodapés. Consulte o `wkhtmltopdf wiki " +"`_ para obter mais detalhes " +"sobre as várias versões." #: ../../content/administration/install/packages.rst:63 msgid "Repository" -msgstr "" +msgstr "Repositório" #: ../../content/administration/install/packages.rst:65 msgid "" "Odoo S.A. provides a repository that can be used to install the " "**Community** edition by executing the following commands:" msgstr "" +"A Odoo S.A. fornece um repositório que pode ser usado para instalar a edição" +" **Community** executando os seguintes comandos:" #: ../../content/administration/install/packages.rst:78 msgid "" "Use the usual `apt-get upgrade` command to keep the installation up-to-date." msgstr "" +"Use o comando `apt-get upgrade` habitual para manter a instalação " +"atualizada." #: ../../content/administration/install/packages.rst:90 msgid "Currently, there is no nightly repository for the Enterprise edition." -msgstr "" +msgstr "Atualmente, não há um repositório noturno para a edição Enterprise." #: ../../content/administration/install/packages.rst:93 msgid "Distribution package" -msgstr "" +msgstr "Pacote de distribuição" #: ../../content/administration/install/packages.rst:95 msgid "" @@ -1533,6 +2188,9 @@ msgid "" "**Enterprise** editions can be downloaded from the `Odoo download page " "`_." msgstr "" +"Em vez de usar o repositório, os pacotes para as edições **Community** e " +"**Enterprise** podem ser baixados na página de download do `Odoo " +"`_." #: ../../content/administration/install/packages.rst:103 msgid "" @@ -1540,6 +2198,9 @@ msgid "" "`_ and `Ubuntu 18.04 " "`_ or above." msgstr "" +"Atualmente, o pacote 'deb' do Odoo 17 é compatível com `Debian Buster " +"`_ e `Ubuntu 18.04 " +"`_ ou superior." #: ../../content/administration/install/packages.rst:107 msgid "" @@ -1547,6 +2208,9 @@ msgid "" "as a service, create the necessary PostgreSQL user, and automatically start " "the server:" msgstr "" +"Após o download, execute os seguintes comandos **como root** para instalar o" +" Odoo como um serviço, criar o usuário do PostgreSQL necessário e iniciar " +"automaticamente o servidor:" #: ../../content/administration/install/packages.rst:117 msgid "" @@ -1554,6 +2218,9 @@ msgid "" "does not exist in Debian Buster nor Ubuntu 18.04. If needed, install it " "manually with the following:" msgstr "" +"O pacote Debian `python3-xlwt`, necessário para exportar para o formato XLS," +" não existe no Debian Buster nem no Ubuntu 18.04. Se necessário, instale-o " +"manualmente com o seguinte:" #: ../../content/administration/install/packages.rst:124 msgid "" @@ -1561,16 +2228,22 @@ msgid "" " exist in Debian Buster nor Ubuntu 18.04, which could cause problems with " "the `l10n_mx_edi` module. If needed, install it manually with the following:" msgstr "" +"Pacote Python `num2words` - necessário para renderizar valores textuais - " +"não existe no Debian Buster nem no Ubuntu 18.04, o que pode causar problemas" +" com o módulo `l10n_mx_edi`. Se necessário, instale-o manualmente com o " +"seguinte:" #: ../../content/administration/install/packages.rst:135 msgid "Odoo 17 'rpm' package supports Fedora 36." -msgstr "" +msgstr "O pacote 'rpm' do Odoo 17 é compatível com o Fedora 36." #: ../../content/administration/install/packages.rst:137 msgid "" "Once downloaded, the package can be installed using the 'dnf' package " "manager:" msgstr "" +"Após o download, o pacote pode ser instalado usando o gerenciador de pacotes" +" 'dnf':" #: ../../content/administration/install/packages.rst:148 #: ../../content/administration/install/source.rst:70 @@ -1583,7 +2256,7 @@ msgstr "" #: ../../content/administration/install/source.rst:393 #: ../../content/administration/install/source.rst:456 msgid "Windows" -msgstr "" +msgstr "Windows" #: ../../content/administration/install/packages.rst:151 msgid "" @@ -1592,6 +2265,10 @@ msgid "" "a number of limitations and risks associated with deploying Odoo on a " "Windows platform." msgstr "" +"O pacote Windows é oferecido testar ou executar instâncias locais de usuário" +" único convenientemente, mas a implementação de produção é desencorajada " +"devido a diversas limitações e riscos associados à implementação do Odoo em " +"uma plataforma Windows." #: ../../content/administration/install/packages.rst:155 msgid "" @@ -1599,30 +2276,38 @@ msgid "" " (Community only) or the Windows installer from the `Odoo download page " "`_ (any edition." msgstr "" +"Faça o download do instalador no `servidor noturno " +"`_ (somente para a Community) ou do instalador do " +"Windows na `página de download do Odoo " +"`_ (qualquer edição." #: ../../content/administration/install/packages.rst:158 msgid "Execute the downloaded file." -msgstr "" +msgstr "Execute o arquivo baixado." #: ../../content/administration/install/packages.rst:161 msgid "" "On Windows 8 and later, a warning titled *Windows protected your PC* may be " "displayed. Click **More Info** and then **Run anyway** to proceed." msgstr "" +"No Windows 8 e posterior, pode ser exibido um aviso intitulado *O Windows " +"protegeu seu PC*. Clique em **Mais informações** e depois em **Executar " +"mesmo assim** para prosseguir." #: ../../content/administration/install/packages.rst:164 msgid "" "Accept the `UAC `_ " "prompt." msgstr "" +"Aceite o prompt `UAC `_." #: ../../content/administration/install/packages.rst:165 msgid "Go through the installation steps." -msgstr "" +msgstr "Siga as etapas de instalação." #: ../../content/administration/install/packages.rst:167 msgid "Odoo launches automatically at the end of the installation." -msgstr "" +msgstr "O Odoo é iniciado automaticamente no final da instalação." #: ../../content/administration/install/source.rst:3 msgid "Source" @@ -1633,12 +2318,17 @@ msgid "" "The source 'installation' is not about installing Odoo but running it " "directly from the source instead." msgstr "" +"A 'instalação' de fonte não se trata de instalar o Odoo, mas de executá-lo " +"diretamente da fonte." #: ../../content/administration/install/source.rst:8 msgid "" "Using the Odoo source can be more convenient for module developers as it is " "more easily accessible than using packaged installers." msgstr "" +"Usar a fonte do Odoo pode ser mais conveniente para desenvolvedores de " +"módulos, pois é mais fácil de acessar do que pelo uso de instaladores em " +"pacote." #: ../../content/administration/install/source.rst:11 msgid "" @@ -1647,22 +2337,32 @@ msgid "" "settings using :ref:`command-line parameters ` without " "needing to edit a configuration file." msgstr "" +"Isso torna a inicialização e a interrupção do Odoo mais flexíveis e " +"explícitas do que os serviços configurados pelos instaladores em pacote. " +"Além disso, permite substituir configurações usando :ref:`parâmetros de " +"linha de comando ` sem a necessidade de editar um arquivo" +" de configuração." #: ../../content/administration/install/source.rst:15 msgid "" "Finally, it provides greater control over the system's setup and allows to " "more easily keep (and run) multiple versions of Odoo side-by-side." msgstr "" +"Por fim, oferece também maior controle sobre a configuração do sistema e " +"permite manter (e executar) com mais facilidade várias versões do Odoo lado " +"a lado." #: ../../content/administration/install/source.rst:19 msgid "Fetch the sources" -msgstr "" +msgstr "Obter as fontes" #: ../../content/administration/install/source.rst:21 msgid "" "There are two ways to obtain the source code of Odoo: as a ZIP **archive** " "or through **Git**." msgstr "" +"Há duas maneiras de obter o código-fonte do Odoo: como um **arquivo ZIP** ou" +" pelo **Git**." #: ../../content/administration/install/source.rst:24 msgid "Archive" @@ -1670,38 +2370,41 @@ msgstr "Arquivar" #: ../../content/administration/install/source.rst:26 msgid "Community edition:" -msgstr "" +msgstr "Edição Community:" #: ../../content/administration/install/source.rst:28 #: ../../content/administration/install/source.rst:34 msgid "`Odoo download page `_" -msgstr "" +msgstr "`Página de download do Odoo `_" #: ../../content/administration/install/source.rst:29 msgid "`GitHub Community repository `_" -msgstr "" +msgstr "`Repositório da comunidade do GitHub `_" #: ../../content/administration/install/source.rst:30 msgid "`Nightly server `_" -msgstr "" +msgstr "`Servidor noturno `" #: ../../content/administration/install/source.rst:32 msgid "Enterprise edition:" -msgstr "" +msgstr "Edição Enterprise:" #: ../../content/administration/install/source.rst:35 msgid "`GitHub Enterprise repository `_" msgstr "" +"`Repositório do GitHub Enterprise `_" #: ../../content/administration/install/source.rst:40 msgid "Git" -msgstr "" +msgstr "Git" #: ../../content/administration/install/source.rst:43 msgid "" "It is required to have `Git `_ installed, and it is " "recommended to have a basic knowledge of Git commands to proceed." msgstr "" +"É necessário ter o `Git `_ instalado, e é recomendável" +" ter um conhecimento básico dos comandos do Git para prosseguir." #: ../../content/administration/install/source.rst:46 msgid "" @@ -1710,18 +2413,23 @@ msgid "" "source code or when following the :doc:`Getting Started developer tutorial " "`." msgstr "" +"Para clonar um repositório Git, escolha entre clonar com HTTPS ou SSH. Na " +"maioria dos casos, a melhor opção é HTTPS. No entanto, escolha SSH para " +"contribuir com o código-fonte do Odoo ou ao seguir o tutorial do " +"desenvolvedor :doc:`Primeiros Passos " +"`." #: ../../content/administration/install/source.rst:56 #: ../../content/administration/install/source.rst:74 #: ../../content/administration/install/source.rst:92 msgid "Clone with HTTPS" -msgstr "" +msgstr "Clone com HTTPS" #: ../../content/administration/install/source.rst:63 #: ../../content/administration/install/source.rst:81 #: ../../content/administration/install/source.rst:99 msgid "Clone with SSH" -msgstr "" +msgstr "Clone com SSH" #: ../../content/administration/install/source.rst:88 #: ../../content/administration/install/source.rst:141 @@ -1733,7 +2441,7 @@ msgstr "" #: ../../content/administration/install/source.rst:405 #: ../../content/administration/install/source.rst:467 msgid "Mac OS" -msgstr "SO Mac" +msgstr "Mac OS" #: ../../content/administration/install/source.rst:107 msgid "" @@ -1745,6 +2453,13 @@ msgid "" "Community and Enterprise repositories to have a working Odoo Enterprise " "installation." msgstr "" +"**O repositório git do Enterprise não contém o código-fonte completo do " +"Odoo**. Ele é apenas uma coleção de complementos extras. O código principal " +"do servidor está na edição Community. Executar a versão Enterprise significa" +" executar o servidor a partir da versão Community com a opção `addons-path` " +"definida para a pasta com a edição Enterprise. É necessário clonar os " +"repositórios Community e Enterprise para ter uma instalação funcional do " +"Odoo Enterprise." #: ../../content/administration/install/source.rst:119 msgid "Python" @@ -1752,66 +2467,88 @@ msgstr "Python" #: ../../content/administration/install/source.rst:121 msgid "Odoo requires **Python 3.10** or later to run." -msgstr "" +msgstr "O Odoo requer **Python 3.10** ou posterior para ser executado." #: ../../content/administration/install/source.rst:123 msgid "Minimum requirement updated from Python 3.7 to Python 3.10." -msgstr "" +msgstr "Requisito mínimo atualizado de Python 3.7 para Python 3.10." #: ../../content/administration/install/source.rst:131 msgid "Use a package manager to download and install Python 3 if needed." msgstr "" +"Use um gerenciador de pacotes para fazer download e instalar o Python 3, se " +"necessário." #: ../../content/administration/install/source.rst:135 msgid "" "`Download the latest version of Python 3 " "`_ and install it." msgstr "" +"Faça o download da versão mais recente do Python 3 " +"`_ e instale-o." #: ../../content/administration/install/source.rst:138 msgid "" "During installation, check **Add Python 3 to PATH**, then click **Customize " "Installation** and make sure that **pip** is checked." msgstr "" +"Durante a instalação, marque **Adicionar Python 3 ao PATH**, clique em " +"**Personalizar instalação** e verifique se **pip** está marcado." #: ../../content/administration/install/source.rst:143 msgid "" "Use a package manager (`Homebrew `_, `MacPorts " "`_) to download and install Python 3 if needed." msgstr "" +"Use um gerenciador de pacotes (`Homebrew `_, `MacPorts " +"`_) para fazer download e instalar o Python 3, se " +"necessário." #: ../../content/administration/install/source.rst:147 msgid "" "If Python 3 is already installed, make sure that the version is 3.7 or " "above, as previous versions are not compatible with Odoo." msgstr "" +"Se o Python 3 já estiver instalado, certifique-se de que a versão seja a 3.7" +" ou superior, pois as versões anteriores não são compatíveis com o Odoo." #: ../../content/administration/install/source.rst:170 msgid "" "Verify that `pip `_ is also installed for this version." msgstr "" +"Verifique se o `pip `_ também está instalado para essa " +"versão." #: ../../content/administration/install/source.rst:195 msgid "Odoo uses PostgreSQL as its database management system." msgstr "" +"O Odoo usa o PostgreSQL como seu sistema de gerenciamento da base de dados." #: ../../content/administration/install/source.rst:201 msgid "" "Use a package manager to download and install PostgreSQL (supported " "versions: 12.0 or above). It can be achieved by executing the following:" msgstr "" +"Use um gerenciador de pacotes para fazer download e instalar o PostgreSQL " +"(versões compatíveis: 12.0 ou superior). Isso pode ser feito executando o " +"seguinte:" #: ../../content/administration/install/source.rst:210 msgid "" "`Download PostgreSQL `_ " "(supported versions: 12.0 or above) and install it." msgstr "" +"Faça o download do PostgreSQL " +"`_ (versões compatíveis: 12.0 " +"ou superior) e instale-o." #: ../../content/administration/install/source.rst:215 msgid "" "Use `Postgres.app `_ to download and install " "PostgreSQL (supported version: 12.0 or above)." msgstr "" +"Use `Postgres.app `_ para fazer download e instalar" +" o PostgreSQL (versão compatível: 12.0 ou superior)." #: ../../content/administration/install/source.rst:219 msgid "" @@ -1819,12 +2556,18 @@ msgid "" "sure to set up the `$PATH` variable by following the `Postgres.app CLI tools" " instructions `_." msgstr "" +"Para disponibilizar as ferramentas de linha de comando incluídas no " +"Postgres.app, certifique-se de configurar a variável `$PATH` seguindo as " +"instruções das ferramentas de CLI do Postgres.app " +"`_." #: ../../content/administration/install/source.rst:223 msgid "" "By default, the only user is `postgres`. As Odoo forbids connecting as " "`postgres`, create a new PostgreSQL user." msgstr "" +"Por padrão, o único usuário é o `postgres`. Como o Odoo proíbe a conexão " +"como `postgres`, crie um novo usuário PostgreSQL." #: ../../content/administration/install/source.rst:236 #: ../../content/administration/install/source.rst:261 @@ -1832,44 +2575,55 @@ msgid "" "Because the PostgreSQL user has the same name as the Unix login, it is " "possible to connect to the database without a password." msgstr "" +"Como o usuário do PostgreSQL tem o mesmo nome de login do Unix, é possível " +"se conectar à base de dados sem uma senha." #: ../../content/administration/install/source.rst:241 msgid "" "Add PostgreSQL's `bin` directory (by default: :file:`C:\\\\Program " "Files\\\\PostgreSQL\\\\\\\\bin`) to the `PATH`." msgstr "" +"Adicione o diretório `bin` do PostgreSQL (por padrão: :file:`C:\\\\Program " +"Files\\\\PostgreSQL\\\\\\1\\\\bin`) ao `PATH`." #: ../../content/administration/install/source.rst:243 msgid "Create a postgres user with a password using the pg admin gui:" msgstr "" +"Crie um usuário postgres com uma senha usando o gui de administração do pg:" #: ../../content/administration/install/source.rst:245 msgid "Open **pgAdmin**." -msgstr "" +msgstr "Abra o **pgAdmin**." #: ../../content/administration/install/source.rst:246 msgid "Double-click the server to create a connection." -msgstr "" +msgstr "Clique duas vezes no servidor para criar uma conexão." #: ../../content/administration/install/source.rst:247 msgid "Select :menuselection:`Object --> Create --> Login/Group Role`." msgstr "" +"Selecione :menuselection:`Objeto --> Criar --> Função de grupo/Login`." #: ../../content/administration/install/source.rst:248 msgid "Enter the username in the **Role Name** field (e.g., `odoo`)." msgstr "" +"Digite o nome de usuário no campo **Nome da função** (por exemplo, `odoo`)." #: ../../content/administration/install/source.rst:249 msgid "" "Open the **Definition** tab, enter a password (e.g., `odoo`), and click " "**Save**." msgstr "" +"Abra a aba **Definição**, digite uma senha (por exemplo, `odoo`) e clique em" +" **Salvar**." #: ../../content/administration/install/source.rst:250 msgid "" "Open the **Privileges** tab and switch **Can login?** to `Yes` and **Create " "database?** to `Yes`." msgstr "" +"Abra a aba **Privilégios** e altere **Pode fazer login?** para `Sim` e " +"**Criar base de dados?** para `Sim`." #: ../../content/administration/install/source.rst:267 msgid "Dependencies" @@ -1880,6 +2634,9 @@ msgid "" "Using **distribution packages** is the preferred way of installing " "dependencies. Alternatively, install the Python dependencies with **pip**." msgstr "" +"O uso de **pacotes de distribuição** é a maneira preferida de instalar " +"dependências. Como alternativa, instale as dependências do Python com " +"**pip**." #: ../../content/administration/install/source.rst:280 msgid "" @@ -1887,34 +2644,45 @@ msgid "" "`_ file of the Odoo " "sources." msgstr "" +"Para sistemas baseados em Debian, os pacotes são listados no arquivo " +"`debian/control `_ da" +" fonte do Odoo." #: ../../content/administration/install/source.rst:283 msgid "" "On Debian/Ubuntu, the following commands should install the required " "packages:" msgstr "" +"No Debian/Ubuntu, os seguintes comandos devem instalar os pacotes " +"necessários:" #: ../../content/administration/install/source.rst:290 msgid "Install with pip" -msgstr "" +msgstr "Instalar com pip" #: ../../content/administration/install/source.rst:292 msgid "" "As some of the Python packages need a compilation step, they require system " "libraries to be installed." msgstr "" +"Como alguns dos pacotes Python precisam de uma etapa de compilação, é " +"necessário que bibliotecas do sistema sejam instaladas." #: ../../content/administration/install/source.rst:295 msgid "" "On Debian/Ubuntu, the following command should install these required " "libraries:" msgstr "" +"No Debian/Ubuntu, o comando a seguir deve instalar essas bibliotecas " +"necessárias:" #: ../../content/administration/install/source.rst:301 msgid "" "Odoo dependencies are listed in the :file:`requirements.txt` file located at" " the root of the Odoo Community directory." msgstr "" +"As dependências do Odoo estão listadas no arquivo :file:`requirements.txt` " +"localizado na raiz do diretório Odoo Community." #: ../../content/administration/install/source.rst:305 msgid "" @@ -1924,6 +2692,11 @@ msgid "" "2.8.0 in Debian Bullseye and 2.6.0 in Ubuntu Focal. The lowest version is " "then chosen in the :file:`requirements.txt`." msgstr "" +"Os pacotes Python em :file:`requirements.txt` são baseados em suas versões " +"correspondentes stable/LTS Debian/Ubuntu no momento do lançamento do Odoo. " +"Por exemplo, para o Odoo 15.0, a versão do pacote `python3-babel` é 2.8.0 no" +" Debian Bullseye e 2.6.0 no Ubuntu Focal. A versão mais baixa é então " +"escolhida no :file:`requirements.txt`." #: ../../content/administration/install/source.rst:312 #: ../../content/administration/install/source.rst:334 @@ -1934,6 +2707,10 @@ msgid "" "`virtualenv `_ to create isolated " "Python environments." msgstr "" +"Pode ser preferível não misturar pacotes de módulos Python entre diferentes " +"instâncias do Odoo ou com o sistema. No entanto, é possível usar o " +"`virtualenv `_ para criar ambientes " +"Python isolados." #: ../../content/administration/install/source.rst:316 msgid "" @@ -1941,6 +2718,9 @@ msgid "" "(:file:`CommunityPath`) and run **pip** on the requirements file to install " "the requirements for the current user." msgstr "" +"Navegue até o caminho da instalação do Odoo Community " +"(:file:`CommunityPath`) e execute **pip** no arquivo de requisitos para " +"instalar os requisitos para o usuário atual." #: ../../content/administration/install/source.rst:326 msgid "" @@ -1948,6 +2728,10 @@ msgid "" "for Visual Studio `_. Select " "**C++ build tools** in the **Workloads** tab and install them when prompted." msgstr "" +"Antes de instalar as dependências, faça download e instale as `Ferramentas " +"de Build para Visual Studio " +"`_. Selecione **C++ build " +"tools** na aba **Workloads** e instale-as quando solicitado." #: ../../content/administration/install/source.rst:330 #: ../../content/administration/install/source.rst:349 @@ -1955,6 +2739,8 @@ msgid "" "Odoo dependencies are listed in the `requirements.txt` file located at the " "root of the Odoo Community directory." msgstr "" +"As dependências do Odoo estão listadas no arquivo `requirements.txt` " +"localizado na raiz do diretório Odoo Community." #: ../../content/administration/install/source.rst:338 msgid "" @@ -1962,46 +2748,59 @@ msgid "" "and run **pip** on the requirements file in a terminal **with Administrator " "privileges**:" msgstr "" +"Navegue até o caminho da instalação do Odoo Community (`CommunityPath`) e " +"execute **pip** no arquivo de requisitos em um terminal **com privilégios de" +" administrador**:" #: ../../content/administration/install/source.rst:357 msgid "" "Navigate to the path of the Odoo Community installation (`CommunityPath`) " "and run **pip** on the requirements file:" msgstr "" +"Navegue até o caminho da instalação do Odoo Community (`CommunityPath`) e " +"execute **pip** no arquivo de requisitos:" #: ../../content/administration/install/source.rst:367 msgid "" "Non-Python dependencies must be installed with a package manager (`Homebrew " "`_, `MacPorts `_)." msgstr "" +"As dependências que não são do Python devem ser instaladas com um " +"gerenciador de pacotes (`Homebrew `_, `MacPorts " +"`_)." #: ../../content/administration/install/source.rst:370 msgid "Download and install the **Command Line Tools**:" -msgstr "" +msgstr "Faça o download e instale as **Ferramentas de linha de comando**:" #: ../../content/administration/install/source.rst:376 msgid "Use the package manager to install non-Python dependencies." msgstr "" +"Use o gerenciador de pacotes para instalar dependências que não sejam do " +"Python." #: ../../content/administration/install/source.rst:379 msgid "" "For languages using a **right-to-left interface** (such as Arabic or " "Hebrew), the `rtlcss` package is required." msgstr "" +"Para idiomas que usam uma interface da **direita para a esquerda** (como " +"árabe ou hebraico), o pacote `rtlcss` é necessário." #: ../../content/administration/install/source.rst:386 msgid "Download and install **nodejs** and **npm** with a package manager." msgstr "" +"Faça download e instale **nodejs** e **npm** com um gerenciador de pacotes." #: ../../content/administration/install/source.rst:387 #: ../../content/administration/install/source.rst:396 #: ../../content/administration/install/source.rst:409 msgid "Install `rtlcss`:" -msgstr "" +msgstr "Instalar o `rtlcss`:" #: ../../content/administration/install/source.rst:395 msgid "Download and install `nodejs `_." -msgstr "" +msgstr "Faça download e instale o `nodejs `_." #: ../../content/administration/install/source.rst:402 msgid "" @@ -2009,16 +2808,21 @@ msgid "" "`rtlcss.cmd` is located (typically: " ":file:`C:\\\\Users\\\\\\\\AppData\\\\Roaming\\\\npm\\\\`)." msgstr "" +"Edite a variável `PATH` do ambiente do sistema para adicionar a pasta onde o" +" `rtlcss.cmd` está localizado (normalmente: " +":file:`C:\\\\Users\\\\\\\\AppData\\\\Roaming\\\\npm\\\\`)." #: ../../content/administration/install/source.rst:407 msgid "" "Download and install **nodejs** with a package manager (`Homebrew " "`_, `MacPorts `_)." msgstr "" +"Faça download e instale o **nodejs** com um gerenciador de pacotes " +"(`Homebrew `_, `MacPorts `_)." #: ../../content/administration/install/source.rst:424 msgid "Running Odoo" -msgstr "" +msgstr "Executar o Odoo" #: ../../content/administration/install/source.rst:426 msgid "" @@ -2026,6 +2830,9 @@ msgid "" "bin`, the command-line interface of the server. It is located at the root of" " the Odoo Community directory." msgstr "" +"Depois que todas as dependências estiverem configuradas, o Odoo poderá ser " +"iniciado executando o `odoo-bin`, a interface de linha de comando do " +"servidor. Ela está localizada na raiz do diretório Odoo Community." #: ../../content/administration/install/source.rst:429 msgid "" @@ -2033,6 +2840,9 @@ msgid "" "` or a :ref:`configuration file " "`." msgstr "" +"Para configurar o servidor, especifique :ref:`argumentos de linha de comando" +" ` ou um :ref:`arquivo de configuração " +"`." #: ../../content/administration/install/source.rst:433 msgid "" @@ -2040,22 +2850,27 @@ msgid "" "`addons-path` argument. Note that it must come before the other paths in " "`addons-path` for add-ons to be loaded correctly." msgstr "" +"Para a edição Enterprise, adicione o caminho para os add-ons `enterprise` ao" +" argumento `addons-path`. Observe que ele deve vir antes dos outros caminhos" +" em `addons-path` para que os add-ons sejam carregados corretamente." #: ../../content/administration/install/source.rst:437 msgid "Common necessary configurations are:" -msgstr "" +msgstr "As configurações comuns necessárias são:" #: ../../content/administration/install/source.rst:439 msgid "PostgreSQL user and password." -msgstr "" +msgstr "Usuário e senha do PostgreSQL." #: ../../content/administration/install/source.rst:440 msgid "Custom addon paths beyond the defaults to load custom modules." msgstr "" +"Personalize os caminhos de complemento além dos padrões para carregar " +"módulos personalizados." #: ../../content/administration/install/source.rst:442 msgid "A typical way to run the server would be:" -msgstr "" +msgstr "Uma maneira típica de executar o servidor seria:" #: ../../content/administration/install/source.rst:453 #: ../../content/administration/install/source.rst:474 @@ -2063,6 +2878,8 @@ msgid "" "Where `CommunityPath` is the path of the Odoo Community installation, and " "`mydb` is the name of the PostgreSQL database." msgstr "" +"Em que `CommunityPath` é o caminho da instalação do Odoo Community e `mydb` " +"é o nome da base de dados PostgreSQL." #: ../../content/administration/install/source.rst:463 msgid "" @@ -2070,6 +2887,9 @@ msgid "" "`dbuser` is the PostgreSQL login, `dbpassword` is the PostgreSQL password, " "and `mydb` is the name of the PostgreSQL database." msgstr "" +"Em que `CommunityPath` é o caminho da instalação do Odoo Community, `dbuser`" +" é o login do PostgreSQL, `dbpassword` é a senha do PostgreSQL e `mydb` é o " +"nome da base de dados PostgreSQL." #: ../../content/administration/install/source.rst:477 msgid "" @@ -2078,31 +2898,41 @@ msgid "" "into the Odoo database with the base administrator account: use `admin` as " "the email and, again, `admin` as the password." msgstr "" +"Depois que o servidor for iniciado (o registro INFO `odoo.modules.loading: " +"Módulos carregados.` é impresso), abra o site http://localhost:8069 em um " +"navegador da Web e faça login na base de dados do Odoo com a conta de " +"administrador da base: use `admin` como e-mail e, novamente, `admin` como " +"senha." #: ../../content/administration/install/source.rst:482 msgid "" "From there, create and manage new :doc:`users " "<../../applications/general/users/manage_users>`." msgstr "" +"A partir daí, crie e gerencie novos :doc:`usuários " +"<../../applications/general/users/manage_users>`." #: ../../content/administration/install/source.rst:483 msgid "" "The user account used to log into Odoo's web interface differs from the " ":option:`--db_user ` CLI argument." msgstr "" +"A conta de usuário usada para fazer login na interface da web do Odoo é " +"diferente do argumento de CLI :option:`--db_user `." #: ../../content/administration/install/source.rst:487 msgid "" ":doc:`The list of CLI arguments for odoo-bin `" msgstr "" +":doc:`A lista de argumentos da CLI para odoo-bin `" #: ../../content/administration/maintain.rst:5 msgid "Maintain" -msgstr "" +msgstr "Manter" #: ../../content/administration/maintain/azure_oauth.rst:3 msgid "Connect Microsoft Outlook 365 to Odoo using Azure OAuth" -msgstr "" +msgstr "Conecte o Microsoft Outlook 365 ao Odoo usando o Azure OAuth" #: ../../content/administration/maintain/azure_oauth.rst:5 msgid "" @@ -2112,6 +2942,11 @@ msgid "" " the Odoo database. This configuration works with either a personal email " "address or an address created by a custom domain." msgstr "" +"O Odoo é compatível com o Azure OAuth da Microsoft para o Microsoft 365. " +"Para enviar e receber e-mails seguros de um domínio personalizado, basta " +"definir algumas configurações na plataforma do Azure e no back-end da base " +"de dados do Odoo. Essa configuração funciona com um endereço de e-mail " +"pessoal ou com um endereço criado por um domínio personalizado." #: ../../content/administration/maintain/azure_oauth.rst:11 msgid "" @@ -2119,6 +2954,9 @@ msgid "" "platform `_" msgstr "" +"`Microsoft Learn: Registrar um aplicativo na plataforma de identidade da " +"Microsoft `_" #: ../../content/administration/maintain/azure_oauth.rst:15 msgid ":doc:`/applications/general/auth/azure`" @@ -2126,11 +2964,11 @@ msgstr ":doc:`/applications/general/auth/azure`" #: ../../content/administration/maintain/azure_oauth.rst:16 msgid ":doc:`/applications/productivity/calendar/outlook`" -msgstr "" +msgstr ":doc:`/applications/productivity/calendar/outlook`" #: ../../content/administration/maintain/azure_oauth.rst:19 msgid "Setup in Microsoft Azure Portal" -msgstr "" +msgstr "Configuração no portal do Microsoft Azure" #: ../../content/administration/maintain/azure_oauth.rst:22 msgid "Create a new application" @@ -2146,6 +2984,13 @@ msgid "" " Next, navigate to the section labeled :guilabel:`Manage Microsoft Entra ID`" " (formally *Azure Active Directory*)." msgstr "" +"Para começar, acesse o `Portal do Microsoft Azure " +"`_. Faça login com a conta do " +":guilabel:`Microsoft Outlook Office 365` se houver uma, caso contrário, faça" +" login com a conta pessoal :guilabel:`Microsoft`. Um usuário com acesso " +"administrativo às configurações do Azure precisará se conectar e realizar a " +"seguinte configuração. Em seguida, navegue até a seção denominada " +":guilabel:`Gerenciar Microsoft Entra ID` (antigo *Azure Active Directory*)." #: ../../content/administration/maintain/azure_oauth.rst:30 msgid "" @@ -2157,6 +3002,13 @@ msgid "" "directory - Multitenant) and personal Microsoft accounts (e.g. Skype, " "Xbox)`." msgstr "" +"Agora, clique em :guilabel:`Adicionar (+)`, localizado no menu superior, e " +"selecione :guilabel:`Registro de aplicativo`. Na tela :guilabel:`Registrar " +"um aplicativo`, renomeie o :guilabel:`Nome` para `Odoo` ou algo " +"reconhecível. Na seção :guilabel:`Tipos de conta suportados`, selecione " +":guilabel:`Contas em qualquer diretório organizacional (qualquer diretório " +"Microsoft Entra ID - Multilocatário) e contas pessoais da Microsoft (por " +"exemplo, Skype, Xbox)`." #: ../../content/administration/maintain/azure_oauth.rst:36 msgid "" @@ -2165,22 +3017,31 @@ msgid "" " in the :guilabel:`URL` field. The Odoo base URL is the canonical domain at " "which your Odoo instance can be reached in the URL field." msgstr "" +"Na seção :guilabel:`URL de redirecionamento`, selecione :guilabel:`Web` como" +" a plataforma e, em seguida, insira `https:///microsoft_outlook/confirm` no arquivo :guilabel:`URL` no campo " +":guilabel:`URL`. O URL de base do Odoo é o domínio canônico no qual sua " +"instância do Odoo pode ser acessada no campo URL." #: ../../content/administration/maintain/azure_oauth.rst:41 msgid "" "*mydatabase.odoo.com*, where *mydatabase* is the actual prefix of the " "database's subdomain, assuming it's hosted on Odoo.com" msgstr "" +"*mydatabase.odoo.com*, em que *mydatabase* é o prefixo real do subdomínio da" +" base de dados, supondo que ele esteja hospedado no Odoo.com" #: ../../content/administration/maintain/azure_oauth.rst:44 msgid "" "After the URL has been added to the field, :guilabel:`Register` the " "application so it is created." msgstr "" +"Depois que o URL tiver sido adicionado ao campo, :guilabel:`Registre` o " +"aplicativo para que ele seja criado." #: ../../content/administration/maintain/azure_oauth.rst:47 msgid "API permissions" -msgstr "" +msgstr "Permissões de API" #: ../../content/administration/maintain/azure_oauth.rst:49 msgid "" @@ -2192,40 +3053,55 @@ msgid "" ":guilabel:`Commonly Used Microsoft APIs`. After, select the " ":guilabel:`Delegated Permissions` option." msgstr "" +"As :guilabel:`permissões de API` devem ser definidas em seguida. O Odoo " +"precisará de permissões específicas de API para poder ler (IMAP) e enviar " +"(SMTP) e-mails na configuração do Microsoft 365. Primeiro, clique no link " +":guilabel:`permissões de API`, localizado na barra de menu à esquerda. Em " +"seguida, clique no botão :guilabel:`(+) Adicionar uma permissão` e selecione" +" :guilabel:`Microsoft Graph` em :guilabel:`APIs da Microsoft comumente " +"usadas`. Depois, selecione a opção :guilabel:`Permissões delegadas`." #: ../../content/administration/maintain/azure_oauth.rst:55 msgid "" "In the search bar, search for the following :guilabel:`Deregulated " "permissions` and click :guilabel:`Add permissions` for each one:" msgstr "" +"Na barra de pesquisa, procure as seguintes :guilabel:`Permissões " +"desreguladas` e clique em :guilabel:`Adicionar permissões` para cada uma " +"delas:" #: ../../content/administration/maintain/azure_oauth.rst:58 msgid ":guilabel:`SMTP.Send`" -msgstr "" +msgstr ":guilabel:`SMTP.Send`" #: ../../content/administration/maintain/azure_oauth.rst:59 msgid ":guilabel:`IMAP.AccessAsUser.All`" -msgstr "" +msgstr ":guilabel:`IMAP.AccessAsUser.All`" #: ../../content/administration/maintain/azure_oauth.rst:62 msgid "The :guilabel:`User.Read` permission will be added by default." -msgstr "" +msgstr "A permissão :guilabel:`User.Read` será adicionada por padrão." #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "" "API permissions needed for Odoo integration are listed under the Microsoft " "Graph." msgstr "" +"As permissões de API necessárias para a integração do Odoo estão listadas no" +" Microsoft Graph." #: ../../content/administration/maintain/azure_oauth.rst:69 msgid "Assign users and groups" -msgstr "" +msgstr "Atribuir usuários e grupos" #: ../../content/administration/maintain/azure_oauth.rst:71 msgid "" "After adding the API permissions, navigate back to the :guilabel:`Overview` " "of the :guilabel:`Application` in the top of the left sidebar menu." msgstr "" +"Depois de adicionar as permissões de API, navegue de volta para o " +":guilabel:`Visão geral` do :guilabel:`Aplicativo` na parte superior do menu " +"da barra lateral esquerda." #: ../../content/administration/maintain/azure_oauth.rst:74 msgid "" @@ -2234,12 +3110,18 @@ msgid "" "Local Directory`, or the last option on the bottom right-hand side of the " "table." msgstr "" +"Agora, adicione usuários a esse aplicativo. Na tabela de visão geral " +":guilabel:`Noções básicas`, clique no link rotulado :guilabel:`Gerenciar " +"aplicativo no diretório local` ou na última opção no canto inferior direito " +"da tabela." #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "" "Add users/groups by clicking the Managed application in local directory link for the\n" "created application." msgstr "" +"Adicione usuários/grupos clicando no link Aplicativo gerenciado no diretório local\n" +"para o aplicativo criado." #: ../../content/administration/maintain/azure_oauth.rst:83 msgid "" @@ -2249,6 +3131,11 @@ msgid "" ":guilabel:`Users`. Personal accounts will only allow for :guilabel:`Users` " "to be added." msgstr "" +"No menu da barra lateral esquerda, selecione :guilabel:`Usuários e Grupos`. " +"Em seguida, clique em :guilabel:`(+) Adicionar usuário/grupo`. Dependendo da" +" conta, é possível adicionar um :guilabel:`Grupo` e um :guilabel:`Usuário` " +"ou somente :guilabel:`Usuários`. As contas pessoais só permitirão a adição " +"de :guilabel:`Usuários`." #: ../../content/administration/maintain/azure_oauth.rst:88 msgid "" @@ -2258,6 +3145,11 @@ msgid "" "users/groups, click :guilabel:`Select`, and then :guilabel:`Assign` them to " "the application." msgstr "" +"Em :guilabel:`Usuários` ou :guilabel:`Grupos`, clique em :guilabel:`Nenhum " +"selecionado` e adicione os usuários ou grupos de usuários que enviarão " +"e-mails da :guilabel:`Conta Microsoft` no Odoo. :guilabel:`Adicione` os " +"usuários/grupos, clique em :guilabel:`Selecionar` e, em seguida, " +":guilabel:`Atribua` eles ao aplicativo." #: ../../content/administration/maintain/azure_oauth.rst:94 msgid "Create credentials" @@ -2272,10 +3164,17 @@ msgid "" " :guilabel:`Application ID` is located under the :guilabel:`Display Name` in" " the :guilabel:`Essentials` overview of the app." msgstr "" +"Agora que o aplicativo do Microsoft Azure está configurado, precisam ser " +"criadas credenciais para a configuração do Odoo. Elas incluem o " +":guilabel:`ID do cliente` e o :guilabel:`Segredo do cliente`. Para começar, " +"o :guilabel:`ID do cliente` pode ser copiado da página :guilabel:`Visão " +"geral` do aplicativo. O :guilabel:`ID do cliente` ou :guilabel:`ID do " +"aplicativo` está localizado sob o :guilabel:`Nome de exibição` na visão " +"geral :guilabel:`Noções básicas` do aplicativo." #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "Application/Client ID located in the Overview of the app." -msgstr "" +msgstr "ID do aplicativo/cliente localizado na Visão geral do aplicativo." #: ../../content/administration/maintain/azure_oauth.rst:106 msgid "" @@ -2284,6 +3183,11 @@ msgid "" "menu. Then, a :guilabel:`Client Secret` needs to be produced. In order to do" " this, click on the :guilabel:`(+) New Client Secret` button." msgstr "" +"Em seguida, o :guilabel:`Valor do segredo do cliente` precisa ser " +"recuperado. Para obter esse valor, clique em :guilabel:`Certificados e " +"Secredos` no menu da barra lateral esquerda. Em seguida, um " +":guilabel:`Segredo do cliente` precisa ser produzido. Para fazer isso, " +"clique no botão :guilabel:`(+) Novo segredo do cliente`." #: ../../content/administration/maintain/azure_oauth.rst:110 msgid "" @@ -2291,6 +3195,10 @@ msgid "" "client secret`. Under :guilabel:`Description`, type in `Odoo Fetchmail` or " "something recognizable, and then set the :guilabel:`expiration date`." msgstr "" +"Uma janela à direita será preenchida com um botão chamado " +":guilabel:`Adicionar um segredo do cliente`. Em :guilabel:`Descrição`, " +"digite `Odoo Fetchmail` ou algo reconhecível e, em seguida, defina a " +":guilabel:`data de expiração`." #: ../../content/administration/maintain/azure_oauth.rst:115 msgid "" @@ -2299,6 +3207,10 @@ msgid "" "service, so the expiration date should be noted and set to the furthest " "possible date." msgstr "" +"Um novo :guilabel:`Segredo de cliente` precisará ser produzido e configurado" +" se o primeiro expirar. Nesse caso, poderá haver uma interrupção do serviço," +" portanto, a data de expiração deve ser observada e definida para a data " +"mais distante possível." #: ../../content/administration/maintain/azure_oauth.rst:119 msgid "" @@ -2308,28 +3220,41 @@ msgid "" "Value` into a notepad as it will become encrypted after leaving this page. " "The :guilabel:`Secret ID` is not needed." msgstr "" +"Em seguida, clique em :guilabel:`Adicionar` quando esses dois valores forem " +"inseridos. Serão criados o :guilabel:`Valor do segredo do cliente` e o " +":guilabel:`ID do segredo`. É importante copiar o :guilabel:`Valor` ou " +":guilabel:`Valor do segredo do cliente` em um bloco de notas, pois ele será " +"criptografado após sair desta página. O :guilabel:`ID do segredo` não é " +"necessário." #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "Client Secret Value or Value in the app's credentials." -msgstr "" +msgstr "Valor secreto do cliente ou Valor nas credenciais do aplicativo." #: ../../content/administration/maintain/azure_oauth.rst:128 msgid "" "After these steps, the following items should be ready to be set up in Odoo:" msgstr "" +"Após essas etapas, os seguintes itens devem estar prontos para serem " +"configurados no Odoo:" #: ../../content/administration/maintain/azure_oauth.rst:130 msgid "A client ID (:guilabel:`Client ID` or :guilabel:`Application ID`)" msgstr "" +"ID de cliente (:guilabel:`ID do cliente` ou :guilabel:`ID do aplicativo`)" #: ../../content/administration/maintain/azure_oauth.rst:131 msgid "A client secret (:guilabel:`Value` or :guilabel:`Client Secret Value`)" msgstr "" +"Segredo do cliente (:guilabel:`Valor` ou :guilabel:`Valor do segredo do " +"cliente`)" #: ../../content/administration/maintain/azure_oauth.rst:133 msgid "" "This completes the setup on the :guilabel:`Microsoft Azure Portal` side." msgstr "" +"Isso conclui a configuração no lado do :guilabel:`Portal do Microsoft " +"Azure`." #: ../../content/administration/maintain/azure_oauth.rst:136 #: ../../content/administration/maintain/google_oauth.rst:111 @@ -2338,7 +3263,7 @@ msgstr "Configuração no Odoo" #: ../../content/administration/maintain/azure_oauth.rst:139 msgid "Enter Microsoft Outlook credentials" -msgstr "" +msgstr "Inserir as credenciais do Microsoft Outlook" #: ../../content/administration/maintain/azure_oauth.rst:141 msgid "" @@ -2347,6 +3272,10 @@ msgid "" "`Outlook`. After that, install the module called :guilabel:`Microsoft " "Outlook`." msgstr "" +"Primeiro, abra a base de dados do Odoo e navegue até o módulo " +":guilabel:`Aplicativos`. Em seguida, remova o filtro :guilabel:`Aplicativos`" +" da barra de pesquisa e digite `Outlook`. Depois disso, instale o módulo " +"chamado :guilabel:`Microsoft Outlook`." #: ../../content/administration/maintain/azure_oauth.rst:145 msgid "" @@ -2355,10 +3284,14 @@ msgid "" ":guilabel:`Custom Email Servers` is checked. This populates a new option for" " :guilabel:`Outlook Credentials`." msgstr "" +"Em seguida, navegue até :menuselection:`Definições --> Configurações gerais`" +" e, na seção :guilabel:`Mensagens`, verifique se a caixa de seleção " +":guilabel:`Servidores de e-mail personalizados` está marcada. Isso popula " +"uma nova opção de :guilabel:`Credenciais do Outlook`." #: ../../content/administration/maintain/azure_oauth.rst:149 msgid ":guilabel:`Save` the progress." -msgstr "" +msgstr ":guilabel:`Salve` o progresso." #: ../../content/administration/maintain/azure_oauth.rst:151 msgid "" @@ -2366,15 +3299,18 @@ msgid "" ":guilabel:`Client Secret (Client Secret Value)` into the respective fields " "and :guilabel:`Save` the settings." msgstr "" +"Em seguida, copie e cole o :guilabel:`ID do cliente` (ID do aplicativo) e o " +":guilabel:`Segredo do cliente (valor do segredo do cliente)` nos respectivos" +" campos e :guilabel:`Salve` as configurações." #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "Outlook Credentials in Odoo General Settings." -msgstr "" +msgstr "Credenciais do Outlook nas Configurações Gerais do Odoo." #: ../../content/administration/maintain/azure_oauth.rst:159 #: ../../content/administration/maintain/google_oauth.rst:127 msgid "Configure outgoing email server" -msgstr "" +msgstr "Configurar o servidor de envio de e-mail" #: ../../content/administration/maintain/azure_oauth.rst:161 msgid "" @@ -2382,6 +3318,10 @@ msgid "" "Servers` setting, click the :guilabel:`Outgoing Email Servers` link to " "configure the Microsoft account." msgstr "" +"Na página :guilabel:`Configurações gerais`, na configuração " +":guilabel:`Servidores de e-mail personalizados`, clique no link " +":guilabel:`Servidores de envio de e-mail` para configurar a conta da " +"Microsoft." #: ../../content/administration/maintain/azure_oauth.rst:164 msgid "" @@ -2389,16 +3329,21 @@ msgid "" "Next, fill in the :guilabel:`Name` (it can be anything) and the Microsoft " "Outlook email :guilabel:`Username`." msgstr "" +"Em seguida, crie um novo servidor de e-mail e marque a caixa de seleção " +":guilabel:`Outlook`. Em seguida, preencha o :guilabel:`Nome` (pode ser " +"qualquer coisa) e o e-mail do Microsoft Outlook :guilabel:`Nome de usuário`." #: ../../content/administration/maintain/azure_oauth.rst:167 msgid "" "If the :guilabel:`From Filter` field is empty, enter either a :ref:`domain " "or email address `." msgstr "" +"Se o campo :guilabel:`Do filtro` estiver vazio, digite um :ref:`domínio ou " +"endereço de e-mail `." #: ../../content/administration/maintain/azure_oauth.rst:170 msgid "Then, click on :guilabel:`Connect your Outlook account`." -msgstr "" +msgstr "Em seguida, clique em :guilabel:`Conectar sua conta Outlook`." #: ../../content/administration/maintain/azure_oauth.rst:172 msgid "" @@ -2406,10 +3351,15 @@ msgid "" "process`. Select the appropriate email address that is being configured in " "Odoo." msgstr "" +"Uma nova janela da Microsoft será aberta para concluir o :guilabel:`processo" +" de autorização`. Selecione o endereço de e-mail que está sendo configurado " +"no Odoo." #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "Permission page to grant access between newly created app and Odoo." msgstr "" +"Página de permissão para conceder acesso do aplicativo recém-criado e o " +"Odoo." #: ../../content/administration/maintain/azure_oauth.rst:179 msgid "" @@ -2419,10 +3369,15 @@ msgid "" "automatically loads the :guilabel:`token` in Odoo, and a tag stating " ":guilabel:`Outlook Token Valid` appears in green." msgstr "" +"Em seguida, permita que o Odoo acesse a conta da Microsoft clicando em " +":guilabel:`Sim`. Depois disso, a página navegará de volta para o recém-" +"configurado :guilabel:`Servidor de envio de e-mail` no Odoo. A configuração " +"carrega automaticamente o :guilabel:`token` no Odoo, e um marcador " +"informando :guilabel:`Token válido do Outlook` aparece em verde." #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "Valid Outlook Token indicator." -msgstr "" +msgstr "Indicador de token válido do Outlook." #: ../../content/administration/maintain/azure_oauth.rst:188 msgid "" @@ -2430,10 +3385,13 @@ msgid "" "appear. The Odoo database can now send safe, secure emails through Microsoft" " Outlook using OAuth authentication." msgstr "" +"Por fim, clique em :guilabel:`Testar conexão`. Uma mensagem de confirmação " +"deve aparecer. A base de dados do Odoo pode então enviar e-mails seguros e " +"protegidos pelo Microsoft Outlook usando a autenticação OAuth." #: ../../content/administration/maintain/azure_oauth.rst:194 msgid "Configuration with a single outgoing mail server" -msgstr "" +msgstr "Configuração com um único servidor de envio de e-mail" #: ../../content/administration/maintain/azure_oauth.rst:196 msgid "" @@ -2441,6 +3399,9 @@ msgid "" " for Microsoft Azure and it doesn't require extensive access rights for the " "users in the database." msgstr "" +"A configuração de um único servidor de envio é a configuração mais simples " +"disponível para o Microsoft Azure e não requer direitos de acesso extensos " +"para os usuários na base de dados." #: ../../content/administration/maintain/azure_oauth.rst:199 msgid "" @@ -2452,6 +3413,13 @@ msgid "" "`{mail.default.from}@{mail.catchall.domain}` key combination in the system " "parameters." msgstr "" +"Um endereço de e-mail genérico seria usado para enviar e-mails para todos os" +" usuários do banco de dados. Por exemplo, ele poderia ser estruturado com um" +" alias de `notificações` (`notifications@example.com`) ou `contato` " +"(`contact@example.com`). Esse endereço deve ser definido como o " +":guilabel:`FIltro DE` no servidor. Esse endereço também deve corresponder à " +"combinação de chaves `{mail.default.from}@{mail.catchall.domain}` nos " +"parâmetros do sistema." #: ../../content/administration/maintain/azure_oauth.rst:206 #: ../../content/administration/maintain/azure_oauth.rst:247 @@ -2459,6 +3427,8 @@ msgid "" "For more information on the from filter visit: " ":ref:`email_communication/default`." msgstr "" +"Para obter mais informações sobre o filtro DE, visite: " +":ref:`email_communication/default`." #: ../../content/administration/maintain/azure_oauth.rst:209 #: ../../content/administration/maintain/azure_oauth.rst:254 @@ -2467,6 +3437,9 @@ msgid "" ":ref:`developer-mode` in the :menuselection:`Settings --> Technical --> " "Parameters --> System Parameters` menu." msgstr "" +"O :guilabel:`Parâmetros do sistema` pode ser acessado ativando o :ref:`modo " +"de desenvolvedor` no menu :menuselection:`Definições --> Técnico --> " +"Parâmetros --> Parâmetros do sistema`." #: ../../content/administration/maintain/azure_oauth.rst:212 msgid "" @@ -2475,39 +3448,47 @@ msgid "" "should be noted that the name of the sender will appear but their email " "address will change:" msgstr "" +"Ao usar essa configuração, todos os e-mails enviados da base de dados usarão" +" o endereço da caixa de e-mail `notificação` configurada. No entanto, deve-" +"se observar que o nome do remetente aparecerá, mas o endereço de e-mail será" +" alterado:" #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "Name from real sender with static email." -msgstr "" +msgstr "Nome do remetente real com e-mail estático." #: ../../content/administration/maintain/azure_oauth.rst:221 msgid "Single outgoing mail server configuration:" -msgstr "" +msgstr "Configuração de um único servidor de envio de e-mail:" #: ../../content/administration/maintain/azure_oauth.rst:223 msgid "" "Outgoing mail server **username** (login) = `notifications@example.com`" msgstr "" +"**Nome de usuário** (login) do servidor de envio de e-mail = " +"`notifications@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:224 msgid "" "Outgoing mail server :guilabel:`FROM Filtering` = " "`notifications@example.com`" msgstr "" +"Servidor de envio de e-mail :guilabel:`Filtro DE` = " +"`notifications@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:225 #: ../../content/administration/maintain/azure_oauth.rst:279 msgid "`mail.catchall.domain` in system parameters = `example.com`" -msgstr "" +msgstr "`mail.catchall.domain` nos parâmetros do sistema = `example.com`" #: ../../content/administration/maintain/azure_oauth.rst:226 #: ../../content/administration/maintain/azure_oauth.rst:280 msgid "`mail.default.from` in system parameters = `notifications`" -msgstr "" +msgstr "`mail.default.from` nos parâmetros do sistema = `notifications`" #: ../../content/administration/maintain/azure_oauth.rst:229 msgid "User-specific (multiple user) configuration" -msgstr "" +msgstr "Configuração específica do usuário (múltiplos usuários)" #: ../../content/administration/maintain/azure_oauth.rst:231 msgid "" @@ -2516,6 +3497,10 @@ msgid "" ":guilabel:`FROM Filtering` on each individual server for this configuration " "to work." msgstr "" +"Além de um servidor de e-mail genérico, servidores de e-mail individuais " +"podem ser configurados para usuários em uma base de dados. Esses endereços " +"de e-mail devem ser definidos como :guilabel:`Filtro DE` em cada servidor " +"individual para que essa configuração funcione." #: ../../content/administration/maintain/azure_oauth.rst:235 msgid "" @@ -2524,11 +3509,15 @@ msgid "" "to have access rights to settings in order to establish a connection to the " "email server." msgstr "" +"Essa configuração é a mais difícil das duas configurações do Microsoft " +"Azure, pois exige que todos os usuários configurados com servidores de " +"e-mail tenham direitos de acesso às configurações para estabelecer uma " +"conexão com o servidor de e-mail." #: ../../content/administration/maintain/azure_oauth.rst:240 #: ../../content/administration/odoo_sh/getting_started/branches.rst:480 msgid "Setup" -msgstr "Definição" +msgstr "Configuração" #: ../../content/administration/maintain/azure_oauth.rst:242 msgid "" @@ -2537,6 +3526,11 @@ msgid "" "server. In other words, only a user with an email address that matches the " "set :guilabel:`FROM Filtering` is able to use this server." msgstr "" +"Cada usuário deve ter um servidor de e-mail separado configurado. O " +":guilabel:`Filtro DE` deve ser configurado para que somente o e-mail do " +"usuário seja enviado desse servidor. Em outras palavras, somente um usuário " +"com um endereço de e-mail que corresponda ao conjunto :guilabel:`Filtro DE` " +"poderá usar esse servidor." #: ../../content/administration/maintain/azure_oauth.rst:249 msgid "" @@ -2545,6 +3539,10 @@ msgid "" " for this server should have the value of the " "`{mail.default.from}@{mail.catchall.domain}`." msgstr "" +"Um :ref:` servidor defallback ` deve ser " +"configurado para permitir o envio de :guilabel:`notificações`. O " +":guilabel:`Filtro DE` desse servidor deve ter o valor de " +"`{mail.default.from}@{mail.catchall.domain}`." #: ../../content/administration/maintain/azure_oauth.rst:258 msgid "" @@ -2553,57 +3551,73 @@ msgid "" "mass-mailing email server can remain empty, but it's require to be added in " "the settings of the *Email Marketing* application." msgstr "" +"A configuração desse servidor de e-mail transacional pode funcionar junto " +"com um servidor de e-mail de envio em massa. O :guilabel:`Filtro DE` do " +"servidor de envio de e-mai em massa pode permanecer vazio, mas é necessário " +"adicioná-lo nas configurações do aplicativo *Marketing por e-mail*." #: ../../content/administration/maintain/azure_oauth.rst:263 msgid "" "For more information on setting the mass-mailing email server visit " ":ref:`email_communication/mass_mails`." msgstr "" +"Para obter mais informações sobre a configuração do servidor de envio de " +"e-mail em massa, visite :ref:`email_communication/mass_mails`." #: ../../content/administration/maintain/azure_oauth.rst:267 msgid "Multiple user outgoing mail server configuration:" -msgstr "" +msgstr "Configuração do servidor de envio de e-mail de múltiplos usuários:" #: ../../content/administration/maintain/azure_oauth.rst:270 msgid "User #1 mailbox" -msgstr "" +msgstr "Caixa de e-mail do usuário nº 1" #: ../../content/administration/maintain/azure_oauth.rst:270 msgid "Outgoing mail server #1 **username** (login) = `john@example.com`" msgstr "" +"**Nome de usuário** (login) do servidor de envio de e-mail nº 1 = " +"`john@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:271 msgid "" "Outgoing mail server #1 :guilabel:`FROM Filtering` = `john@example.com`" msgstr "" +"Servidor de envio de e-mail nº 1 :guilabel:`Filtro DE` = `john@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:273 msgid "User #2 mailbox" -msgstr "" +msgstr "Caixa de e-mail do usuário nº 2" #: ../../content/administration/maintain/azure_oauth.rst:273 msgid "Outgoing mail server #2 **username** (login) = `jane@example.com`" msgstr "" +"**Nome de usuário** (login) do servidor de envio de e-mail nº 2 = " +"`jane@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:274 msgid "" "Outgoing mail server #2 :guilabel:`FROM Filtering` = `jane@example.com`" msgstr "" +"Servidor de envio de e-mail nº 2 :guilabel:`Filtro DE` = `jane@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:276 msgid "Notifications mailbox" -msgstr "" +msgstr "Caixa de e-mail de notificações" #: ../../content/administration/maintain/azure_oauth.rst:276 msgid "" "Outgoing mail server #3 **username** (login) = `notifications@example.com`" msgstr "" +"**Nome de usuário** (login) do servidor de envio de e-mail nº 3 = " +"`notifications@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:277 msgid "" "Outgoing mail server #3 :guilabel:`FROM Filtering` = " "`notifications@example.com`" msgstr "" +"Servidor de envio de e-mail nº 3 :guilabel:`Filtro DE` = " +"`notifications@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:279 msgid "System Parameters" @@ -2611,7 +3625,7 @@ msgstr "Parâmetros do sistema" #: ../../content/administration/maintain/azure_oauth.rst:283 msgid "Configure incoming email server" -msgstr "" +msgstr "Configurar o servidor para e-mails recebidos" #: ../../content/administration/maintain/azure_oauth.rst:285 msgid "" @@ -2624,15 +3638,24 @@ msgid "" ":guilabel:`Outlook Token Valid` Now :guilabel:`Test and Confirm` the " "account. The account should be ready to receive email to the Odoo database." msgstr "" +"A conta de entrada deve ser configurada de forma semelhante à conta de " +"envios de e-mail. Navegue até :guilabel:`Servidores de envio de e-mail` no " +":guilabel:`Menu técnico` e :guilabel:`Crie` uma nova configuração. Marque ou" +" selecione o botão ao lado de :guilabel:`Autenticação Outlook OAuth` e " +"digite o :guilabel:`Nome de usuário do Microsoft Outlook`. Clique em " +":guilabel:`Conectar sua conta do Outlook`. O Odoo informará: " +":guilabel:`Token válido do Outlook` Agora :guilabel:`Teste e Confirme` a " +"conta. A conta deve estar pronta para receber e-mails na base de dados do " +"Odoo." #: ../../content/administration/maintain/azure_oauth.rst:293 msgid ":doc:`../../applications/general/email_communication/email_servers`" -msgstr "" +msgstr ":doc:`../../applications/general/email_communication/email_servers`" #: ../../content/administration/maintain/domain_names.rst:3 #: ../../content/administration/maintain/odoo_online.rst:70 msgid "Domain names" -msgstr "" +msgstr "Nomes de domínio" #: ../../content/administration/maintain/domain_names.rst:5 msgid "" @@ -2641,23 +3664,33 @@ msgid "" "address, such as ``www.odoo.com``, rather than its server's IP address with " "a series of numbers." msgstr "" +"Um **nome de domínio** funciona como um endereço para seu site. Ele torna a " +"internet muito mais acessível, pois permite que os usuários digitem um " +"endereço da web significativo, como ``www.odoo.com``, em vez do endereço IP " +"do servidor com uma série de números." #: ../../content/administration/maintain/domain_names.rst:9 msgid "" "You can use a custom domain name to access your Odoo database and websites:" msgstr "" +"Você pode usar um nome de domínio personalizado para acessar sua base de " +"dados e sites do Odoo:" #: ../../content/administration/maintain/domain_names.rst:11 msgid "" "By :ref:`registering a free domain name with Odoo ` (for Odoo Online databases)" msgstr "" +"Ao :ref:`registrar um nome de domínio gratuito com o Odoo ` (para base de dados do Odoo Online)" #: ../../content/administration/maintain/domain_names.rst:13 msgid "" "By :ref:`configuring a custom domain that you already own `." msgstr "" +"Ao :ref:`configurar um domínio personalizado que você já possui `." #: ../../content/administration/maintain/domain_names.rst:16 msgid "" @@ -2665,6 +3698,9 @@ msgid "" "a subdomain of ``odoo.com`` for both the URL and the emails (e.g., " "``https://example.odoo.com``)." msgstr "" +"As bases de dados Odoo Online e Odoo.sh, incluindo seus sites, usam por " +"padrão um subdomínio de ``odoo.com`` para a URL e os e-mails (por exemplo, " +"``https://example.odoo.com``)." #: ../../content/administration/maintain/domain_names.rst:20 msgid "" @@ -2683,16 +3719,20 @@ msgid "" "`Odoo Tutorials: Register a Free Domain Name " "`_" msgstr "" +"`Tutoriais do Odoo: Registrar um nome de domínio gratuito " +"`_" #: ../../content/administration/maintain/domain_names.rst:27 msgid "" "`Odoo Quick Tips: Get a free domain name! " "`_" msgstr "" +"`Dicas rápidas do Odoo: Obtenha um nome de domínio gratuito! " +"`_" #: ../../content/administration/maintain/domain_names.rst:32 msgid "About domain names" -msgstr "" +msgstr "Sobre nomes de domínio" #: ../../content/administration/maintain/domain_names.rst:34 msgid "" @@ -2701,6 +3741,10 @@ msgid "" " notice. We recommend you keep them *simple, short, easy to remember and " "spell*." msgstr "" +"Ter um **bom nome de domínio** é tão importante para sua marca quanto o nome" +" de sua empresa ou organização, pois é a primeira coisa que seus visitantes " +"notarão. Recomendamos que você os mantenha *simples, curtos, fáceis de " +"lembrar e digitar*." #: ../../content/administration/maintain/domain_names.rst:38 msgid "" @@ -2711,6 +3755,13 @@ msgid "" "to other websites than your main website or to specific pages (e.g., " "``experience.odoo.com`` points to a specific page.)" msgstr "" +"Um **subdomínio** é um domínio que faz parte de outro domínio. Ele " +"geralmente se refere à parte adicional que vem antes do nome do domínio " +"principal. Tradicionalmente, a maioria dos sites usa o subdomínio ``www.``, " +"mas qualquer sequência de letras também pode ser usada. Você pode usar " +"subdomínios para direcionar seus visitantes a outros sites que não o site " +"principal ou a páginas específicas (por exemplo, ``experience.odoo.com`` " +"aponta para uma página específica.)" #: ../../content/administration/maintain/domain_names.rst:44 msgid "" @@ -2719,10 +3770,15 @@ msgid "" "servers, so any modification to the DNS can take up to 72 hours to propagate" " worldwide on all servers." msgstr "" +"Todos os nomes de domínio são referenciados no **Sistema de Nomes de " +"Domínio**, ou **DNS**, que funciona como um diretório gigante para a " +"internet. Há muitos servidores DNS, portanto, qualquer modificação no DNS " +"pode levar até 72 horas para se propagar pelo mundo todo, em todos os " +"servidores." #: ../../content/administration/maintain/domain_names.rst:51 msgid "Indexing of domain names by search engines" -msgstr "" +msgstr "Indexação de nomes de domínio por mecanismos de busca" #: ../../content/administration/maintain/domain_names.rst:53 msgid "" @@ -2733,18 +3789,31 @@ msgid "" "after a while, as long as their URLs are mentioned elsewhere on the " "Internet." msgstr "" +"Os mecanismos de busca, como o Google e o Bing, dependem de rastreadores da " +"web (:dfn:`robôs que exploram e analisam a web`) para indexar todos os sites" +" e seus nomes de domínio relacionados. Esses rastreadores descobrem novos " +"URLs graças a links em páginas da web conhecidas. Como resultado, os " +"mecanismos de pesquisa devem indexar os nomes de domínio automaticamente " +"após algum tempo, desde que seus URLs sejam mencionados em outro lugar na " +"Internet." #: ../../content/administration/maintain/domain_names.rst:58 msgid "" "Improving the appearance and positioning of web pages on search engines is a" " practice named \"Search Engine Optimization\" (SEO)." msgstr "" +"Melhorar a aparência e o posicionamento das páginas da Web nos mecanismos de" +" busca é uma prática denominada \"otimização de mecanismos de busca\" (SEO -" +" Search Engine Optimization)." #: ../../content/administration/maintain/domain_names.rst:62 msgid "" "Adding relevant content, optimizing metadata, and building high-quality " "backlinks can all help improve a website's search engine visibility." msgstr "" +"A adição de conteúdo relevante, a otimização de metadados e a criação de " +"backlinks de alta qualidade podem ajudar a melhorar a visibilidade de um " +"site nos mecanismos de busca." #: ../../content/administration/maintain/domain_names.rst:65 msgid "" @@ -2757,52 +3826,71 @@ msgid "" "registered with Odoo ` and for domain names managed" " by other providers." msgstr "" +"Alguns mecanismos de busca fornecem ferramentas para administradores da web," +" como o `Google Search Console `_ " +"e o `Bing Webmaster Tools `_, para ajudá-lo" +" a analisar e melhorar a classificação de sua página. Para usar esses " +"serviços, você deve provar que é o proprietário do seu nome de domínio. Uma " +"maneira de verificar a propriedade do seu nome de domínio é adicionar um " +"registro DNS. Você pode fazer isso para :ref:`nomes de domínio registrados " +"na Odoo ` e para nomes de domínio gerenciados por " +"outros provedores." #: ../../content/administration/maintain/domain_names.rst:74 msgid ":doc:`/applications/websites/website/pages/seo`" -msgstr "" +msgstr ":doc:`/applications/websites/website/pages/seo`" #: ../../content/administration/maintain/domain_names.rst:75 msgid "" "`Google Search Console Help - Verify your site ownership " "`_" msgstr "" +"Ajuda do Google Search Console - Verifique a propriedade do seu site " +"`_" #: ../../content/administration/maintain/domain_names.rst:76 msgid "" "`Bing Webmaster Tools - Add and Verify site " "`_" msgstr "" +"`Bing Webmaster Tools - Adicionar e verificar site " +"`_" #: ../../content/administration/maintain/domain_names.rst:81 msgid "Register a free domain name with Odoo" -msgstr "" +msgstr "Registrar um nome de domínio gratuito com o Odoo" #: ../../content/administration/maintain/domain_names.rst:83 msgid "" "You can register a domain name for your Odoo Online database directly from " "Odoo Website or your database manager." msgstr "" +"Você pode registrar um nome de domínio para a sua de dados Odoo Online " +"diretamente no site do Odoo ou no seu gerenciador de base de dados." #: ../../content/administration/maintain/domain_names.rst:87 msgid "" "Your domain name is **free for one year** if you register it with Odoo!" msgstr "" +"Seu nome de domínio é **gratuito por um ano** se você registrá-lo no Odoo!" #: ../../content/administration/maintain/domain_names.rst:88 msgid "" "The domain name is registered with `Gandi `_, the " "domain name registrar." msgstr "" +"O nome de domínio está registrado com `Gandi `_, o " +"registrador de nomes de domínio." #: ../../content/administration/maintain/domain_names.rst:90 msgid "" "You are the owner of the domain name and can use it for other purposes." msgstr "" +"Você é o proprietário do nome de domínio e pode usá-lo para outros fins." #: ../../content/administration/maintain/domain_names.rst:91 msgid "Odoo manages payment and technical support for you." -msgstr "" +msgstr "A Odoo gerencia o pagamento e o suporte técnico para você." #: ../../content/administration/maintain/domain_names.rst:92 msgid "" @@ -2810,6 +3898,9 @@ msgid "" "your MX records ` to use your own email server or " "solution such as Google Workspace." msgstr "" +"Essa oferta não inclui nenhuma caixa de e-mail. No entanto, você pode " +":ref:`configurar seus registros MX ` para usar seu " +"próprio servidor de e-mail ou uma solução como o Google Workspace." #: ../../content/administration/maintain/domain_names.rst:95 msgid "" @@ -2818,34 +3909,48 @@ msgid "" "the :guilabel:`settings` button next to your database, then on " ":guilabel:`Domain names`." msgstr "" +"Para isso, vá para :menuselection:`Site --> Nome de domínio`. Como " +"alternativa, abra o gerenciador de bases de dados " +"`_, clique no botão " +":guilabel:`definições` ao lado da sua base de dados e, em seguida, em " +":guilabel:`Nomes de domínio`." #: ../../content/administration/maintain/domain_names.rst-1 msgid "Clicking on Domain Names from an Odoo website" -msgstr "" +msgstr "Clicar em nomes de domínio em um site Odoo" #: ../../content/administration/maintain/domain_names.rst:103 msgid "" "Search for the domain name of your choice to check its availability, then " "select the one you want to register for your website." msgstr "" +"Pesquise o nome de domínio de sua escolha para verificar sua disponibilidade" +" e, em seguida, selecione o que deseja registrar para o seu site." #: ../../content/administration/maintain/domain_names.rst-1 msgid "" "The search of the domain name example.com shows which associated domains are" " available." msgstr "" +"A pesquisa do nome de domínio example.com mostra quais domínios associados " +"estão disponíveis." #: ../../content/administration/maintain/domain_names.rst:110 msgid "" "Next, fill in the form with your information to become the domain name " "owner." msgstr "" +"Em seguida, preencha o formulário com suas informações para se tornar o " +"proprietário do nome de domínio." #: ../../content/administration/maintain/domain_names.rst:112 msgid "" "Your domain name is directly linked to your database, but you still have to " ":ref:`map your domain name with your website `." msgstr "" +"Seu nome de domínio está diretamente vinculado à sua base de dados, mas você" +" ainda precisa :ref:`mapear seu nome de domínio com o site `." #: ../../content/administration/maintain/domain_names.rst:116 msgid "" @@ -2854,14 +3959,18 @@ msgid "" "request and your website to avoid abuse. This process can take several days " "due to the success of the offer." msgstr "" +"Nomes de domínio gratuitos também estão disponíveis para bases de dados " +"gratuitas do Odoo Online (se você instalou apenas um aplicativo, por " +"exemplo). Nesse caso, a Odoo analisa sua solicitação e seu site para evitar " +"abusos. Esse processo pode levar vários dias devido ao sucesso da oferta." #: ../../content/administration/maintain/domain_names.rst:119 msgid "This is not available for Odoo.sh databases yet." -msgstr "" +msgstr "Isso ainda não está disponível para bases de dados Odoo.sh." #: ../../content/administration/maintain/domain_names.rst:124 msgid "Manage your domain name registered with Odoo" -msgstr "" +msgstr "Gerenciar seu nome de domínio registrado no Odoo" #: ../../content/administration/maintain/domain_names.rst:126 msgid "" @@ -2871,25 +3980,35 @@ msgid "" "button next to your database, on :guilabel:`Domain names`, and then on " ":guilabel:`Contacts` or :guilabel:`DNS`." msgstr "" +"Para gerenciar os registros DNS do seu nome de domínio registrado no Odoo ou" +" para visualizar os contatos associados a ele, abra o seu `gerenciador de " +"bases de dados `_, clique no botão " +":guilabel:`definições` ao lado da sua base de dados, em :guilabel:`Nomes de " +"domínios` e, em seguida, em :guilabel:`Contatos` ou :guilabel:`DNS`." #: ../../content/administration/maintain/domain_names.rst-1 msgid "Management of the domain names linked to an Odoo database" msgstr "" +"Gerenciamento dos nomes de domínio vinculados a uma base de dados do Odoo" #: ../../content/administration/maintain/domain_names.rst:136 msgid "" "Please `submit a support ticket `_ if you need " "further assistance to manage your domain name." msgstr "" +"Envie um chamado de suporte `_ se precisar de " +"mais assistência para gerenciar seu nome de domínio." #: ../../content/administration/maintain/domain_names.rst:142 msgid "Configure your existing domain name" -msgstr "" +msgstr "Configurar seu nome de domínio existente" #: ../../content/administration/maintain/domain_names.rst:144 msgid "" "If you already own a domain name, you can use it to point to your website." msgstr "" +"Se você já possui um nome de domínio, pode usá-lo para direcionar para o seu" +" site." #: ../../content/administration/maintain/domain_names.rst:146 msgid "" @@ -2897,52 +4016,67 @@ msgid "" "name/ssl>`, we highly recommend that you proceed with the following actions " "in this order:" msgstr "" +"Para evitar qualquer problema com a validação do certificado :ref:`SSL " +"`, é altamente recomendável que você execute as seguintes " +"ações nesta ordem:" #: ../../content/administration/maintain/domain_names.rst:149 msgid "" ":ref:`Add a CNAME record ` on your domain name's DNS " "zone." msgstr "" +":ref:`Adicione um registro CNAME ` na zona DNS do seu " +"nome de domínio." #: ../../content/administration/maintain/domain_names.rst:150 msgid "" ":ref:`Map your domain name with your Odoo database `." msgstr "" +":ref:`Mapeie seu nome de domínio com sua base de dados do Odoo `." #: ../../content/administration/maintain/domain_names.rst:151 msgid "" ":ref:`Map your domain name with your Odoo website `." msgstr "" +":ref:`Mapeie seu nome de domínio com seu site do Odoo `." #: ../../content/administration/maintain/domain_names.rst:156 msgid "Add a CNAME record" -msgstr "" +msgstr "Adicionar um registro CNAME" #: ../../content/administration/maintain/domain_names.rst:158 msgid "" "A **CNAME record** is a type of DNS record that points to the domain of " "another website rather than directly to an IP address." msgstr "" +"Um registro **CNAME** é um tipo de registro DNS que aponta para o domínio de" +" outro site em vez de apontar diretamente para um endereço IP." #: ../../content/administration/maintain/domain_names.rst:161 msgid "" "You need a CNAME record that points to your Odoo database. The requirements " "are detailed in your database manager." msgstr "" +"Você precisa de um registro CNAME que aponte para a sua base de dados do " +"Odoo. Os requisitos estão detalhados em seu gerenciador de bases de dados." #: ../../content/administration/maintain/domain_names.rst:168 msgid "" "The target address is the current address of your database, as defined at " "its creation (e.g., ``example.odoo.com``)" msgstr "" +"O endereço de destino é o endereço atual da sua base de dados, conforme " +"definido em sua criação (por exemplo, ``example.odoo.com``)" #: ../../content/administration/maintain/domain_names.rst:171 #: ../../content/administration/maintain/domain_names.rst:250 #: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade.rst:122 -#: ../../content/administration/upgrade.rst:320 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "Odoo.sh" @@ -2951,6 +4085,8 @@ msgid "" "Your project's main address is defined in :menuselection:`Settings --> " "Project Name`." msgstr "" +"O endereço principal de seu projeto é definido em :menuselection:`Definições" +" --> Nome do projeto`." #: ../../content/administration/maintain/domain_names.rst:175 msgid "" @@ -2959,21 +4095,29 @@ msgid "" "Settings --> Custom domains`, and click on :guilabel:`How to set up my " "domain?`. A message indicates which address your CNAME record should target." msgstr "" +"Se quiser se dirigir a uma filial específica (produção, preparação ou " +"desenvolvimento), vá para :menuselection:`Filial --> selecionar sua filial " +"--> Definições --> Domínios personalizados` e clique em :guilabel:`Como " +"configurar meu domínio?`. Uma mensagem indica para qual endereço o seu " +"registro CNAME deve ser direcionado." #: ../../content/administration/maintain/domain_names.rst:180 #: ../../content/administration/maintain/domain_names.rst:222 msgid "Open your domain name's manager dashboard." -msgstr "" +msgstr "Abra o painel de controle do gerenciador de seu nome de domínio." #: ../../content/administration/maintain/domain_names.rst:181 msgid "" "Open the **DNS zone** management page for the domain name you want to " "configure." msgstr "" +"Abra a página de gerenciamento da **zona DNS** do nome de domínio que você " +"deseja configurar." #: ../../content/administration/maintain/domain_names.rst:182 msgid "Create a **CNAME record** pointing to the address of your database." msgstr "" +"Crie um registro **CNAME** apontando para o endereço da sua base de dados." #: ../../content/administration/maintain/domain_names.rst:184 msgid "" @@ -2981,6 +4125,10 @@ msgid "" "(``www.example.com``), you can of course use any domain name of your choice," " with any subdomain (e.g., ``anything.example.com``)." msgstr "" +"Embora o Odoo sugira a criação de um registro CNAME para seu subdomínio " +"``www.`` (``www.example.com``), é claro que você pode usar qualquer nome de " +"domínio de sua escolha, com qualquer subdomínio (por exemplo, " +"``qualquercoisa.exemplo.com``)." #: ../../content/administration/maintain/domain_names.rst:189 msgid "" @@ -2989,6 +4137,10 @@ msgid "" "database primarily with the domain ``www.example.com`` but also with the " ":ref:`naked domain ` ``example.com``." msgstr "" +"Você possui o nome de domínio ``example.com`` e tem uma base de dados Odoo " +"Online no endereço ``example.odoo.com``. Você quer acessar sua base de dados" +" Odoo principalmente com o domínio ``www.example.com``, mas também com o " +":ref:`domínio simples ` ``example.com``." #: ../../content/administration/maintain/domain_names.rst:194 msgid "" @@ -2997,15 +4149,20 @@ msgid "" "following rule and adds it to your DNS zone: ``www IN CNAME " "example.odoo.com.``" msgstr "" +"Para isso, você cria um registro CNAME para o subdomínio ``www``, com " +"``example.odoo.com`` como destino. O gerenciador de zona DNS gera a seguinte" +" regra e a adiciona à sua zona DNS: ``www IN CNAME example.odoo.com.``" #: ../../content/administration/maintain/domain_names.rst:198 msgid "" "You also create a redirection from ``example.com`` to ``wwww.example.com``." msgstr "" +"Você também cria um redirecionamento de ``example.com`` para " +"``wwww.example.com``." #: ../../content/administration/maintain/domain_names.rst:200 msgid "Your new DNS records are propagated to all DNS servers." -msgstr "" +msgstr "Seus novos registros DNS são propagados para todos os servidores DNS." #: ../../content/administration/maintain/domain_names.rst:203 msgid "Here are some specific guidelines to create a CNAME record:" @@ -3014,7 +4171,7 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:205 msgid "`GoDaddy `_" -msgstr "" +msgstr "`GoDaddy `_" #: ../../content/administration/maintain/domain_names.rst:206 msgid "" @@ -3022,6 +4179,9 @@ msgid "" "`_" msgstr "" +"`Namecheap " +"`_" #: ../../content/administration/maintain/domain_names.rst:207 msgid "" @@ -3029,12 +4189,17 @@ msgid "" "`_" msgstr "" +"`OVH " +"`_" #: ../../content/administration/maintain/domain_names.rst:208 msgid "" "`CloudFlare `_" msgstr "" +"`CloudFlare `_" #: ../../content/administration/maintain/domain_names.rst:209 msgid "" @@ -3044,35 +4209,44 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:214 msgid "Naked domain" -msgstr "" +msgstr "Domínio simples" #: ../../content/administration/maintain/domain_names.rst:216 msgid "" "A **naked domain** is a domain name that doesn't have any subdomain at the " "beginning of the address (e.g., ``odoo.com`` instead of ``www.odoo.com``)." msgstr "" +"Um **domínio simples** é um nome de domínio que não tem nenhum subdomínio no" +" início do endereço (por exemplo, ``odoo.com`` em vez de ``www.odoo.com``)." #: ../../content/administration/maintain/domain_names.rst:219 msgid "" "You may want your naked domain to redirect to your website as some visitors " "may not type the full domain name to access your website." msgstr "" +"Você pode querer que o domínio simples seja redirecionado para o seu site, " +"pois alguns visitantes podem não digitar o nome de domínio completo para " +"acessar o seu site." #: ../../content/administration/maintain/domain_names.rst:223 msgid "" "Create a **redirection** from the naked domain (``example.com``) to your " "main domain name (``www.example.com``)." msgstr "" +"Crie um **redirecionamento** do domínio simples (``example.com``) para seu " +"nome de domínio principal (``www.example.com``)." #: ../../content/administration/maintain/domain_names.rst:227 msgid "" "Depending on your domain name registrar, this redirection may be already " "pre-configured." msgstr "" +"Dependendo do registrador do seu nome de domínio, esse redirecionamento pode" +" já estar pré-configurado." #: ../../content/administration/maintain/domain_names.rst:232 msgid "Map your domain name with your Odoo database" -msgstr "" +msgstr "Mapear seu nome de domínio com sua base de dados Odoo" #: ../../content/administration/maintain/domain_names.rst:238 msgid "" @@ -3081,6 +4255,10 @@ msgid "" "names`, and then on :guilabel:`Use my own domain` at the bottom of the right" " column." msgstr "" +"Abra o gerenciador de bases de dados `_, " +"clique no botão :guilabel:`definições` ao lado da sua base de dados, em " +":guilabel:`Nomes de domínio` e, em seguida, em :guilabel:`Usar meu próprio " +"domínio` na parte inferior da coluna da direita." #: ../../content/administration/maintain/domain_names.rst:242 msgid "" @@ -3088,12 +4266,18 @@ msgid "" ":guilabel:`Verify` to check if the CNAME record is correctly configured. " "Once done, click on :guilabel:`I confirm, it's done`." msgstr "" +"Digite o nome de domínio que quer adicionar a essa base de dados e, em " +"seguida, clique em :guilabel:`Verificar` para verificar se o registro CNAME " +"está configurado corretamente. Quando terminar, clique em " +":guilabel:`Confirmo que está cloncluído`." #: ../../content/administration/maintain/domain_names.rst:0 msgid "" "Verification of the CNAME records of a domain name before mapping it with a " "database" msgstr "" +"Verificação dos registros CNAME de um nome de domínio antes de mapeá-lo com " +"uma base de dados" #: ../../content/administration/maintain/domain_names.rst:252 msgid "" @@ -3101,22 +4285,30 @@ msgid "" "Custom domains`, type the domain name you want to add to this database, then" " click on :guilabel:`Add domain`." msgstr "" +"Vá para :menuselection:`Filiais --> selecione sua filial --> Definições --> " +"Dom[inios personalizados`, digite o nome do domínio que deseja adicionar a " +"essa base de dados e clique em :guilabel:`Adicionar domínio`." #: ../../content/administration/maintain/domain_names.rst:0 msgid "Mapping a domain name with an Odoo.sh branch" -msgstr "" +msgstr "Mapeamento de um nome de domínio com uma filial no Odoo.sh" #: ../../content/administration/maintain/domain_names.rst:260 msgid "" ":ref:`Odoo.sh branches: settings tab `" msgstr "" +":ref:`Filiais no Odoo.sh: aba de definições `" #: ../../content/administration/maintain/domain_names.rst:263 msgid "" "Make sure to :ref:`add a CNAME record ` to your domain " "name's DNS **before** mapping your domain name with your Odoo database." msgstr "" +"Certifique-se de :ref:`adicionar um registro CNAME ` ao " +"DNS do seu nome de domínio **antes** de mapear seu nome de domínio com a " +"base de dados do Odoo." #: ../../content/administration/maintain/domain_names.rst:266 msgid "" @@ -3125,6 +4317,10 @@ msgid "" "This is often displayed by web browsers as a warning such as *\"Your " "connection is not private\"*." msgstr "" +"A falta disso poderá impedir a validação do :ref:`certificado SSL ` e resultará em um erro de *incompatibilidade de nome de " +"certificado*. Isso geralmente é exibido pelos navegadores da web como um " +"aviso do tipo *\"Sua conexão não é privada\"*." #: ../../content/administration/maintain/domain_names.rst:270 msgid "" @@ -3133,10 +4329,15 @@ msgid "" "happen. Otherwise, please `submit a support ticket " "`_ including screenshots of your CNAME records." msgstr "" +"Se esse for o caso e você tiver adicionado o nome de domínio às " +"configurações da sua base de dados há menos de cinco dias, aguarde 24 horas," +" pois a validação ainda poderá ocorrer. Caso contrário, `envie um chamado de" +" suporte `_ incluindo capturas de tela dos seus " +"registros CNAME." #: ../../content/administration/maintain/domain_names.rst:277 msgid "SSL encryption (HTTPS protocol)" -msgstr "" +msgstr "Criptografia SSL (protocolo HTTPS)" #: ../../content/administration/maintain/domain_names.rst:279 msgid "" @@ -3145,6 +4346,10 @@ msgid "" "which appears as an ``https://`` protocol at the beginning of your web " "address, rather than a non-secure ``http://`` protocol." msgstr "" +"**A criptografia SSL** é um protocolo de segurança da internet baseado em " +"criptografia. Isso permite que seus visitantes naveguem em seu site por uma " +"conexão segura, que aparece como um protocolo ``https://`` no início do seu " +"endereço da web, em vez de um protocolo ``http://`` não seguro." #: ../../content/administration/maintain/domain_names.rst:283 msgid "" @@ -3153,32 +4358,43 @@ msgid "" "Encrypt Certificate Authority and ACME protocol " "`_." msgstr "" +"O Odoo gera um certificado SSL separado para cada domínio :ref:`mapeado no " +"gerenciador de bases de dados `, usando a integração com" +" a `autoridade de certificação Let's Encrypt e o protocolo ACME " +"`_." #: ../../content/administration/maintain/domain_names.rst:288 msgid "The certificate generation may take up to 24h." -msgstr "" +msgstr "A geração do certificado pode levar até 24 horas." #: ../../content/administration/maintain/domain_names.rst:289 msgid "" "Several attempts to validate your certificate are made during the five days " "following the moment you add your domain name in your database's settings." msgstr "" +"Várias tentativas de validar seu certificado são feitas durante os cinco " +"dias seguintes ao momento em que você adiciona seu nome de domínio nas " +"configurações da sua base de dados." #: ../../content/administration/maintain/domain_names.rst:291 msgid "" "If you already use another service, you can keep using it or simply change " "for Odoo." msgstr "" +"Se você já usa outro serviço, pode continuar usando-o ou apenas mudar para o" +" Odoo." #: ../../content/administration/maintain/domain_names.rst:296 msgid "Web base URL of a database" -msgstr "" +msgstr "URL base da web de uma base de dados" #: ../../content/administration/maintain/domain_names.rst:299 msgid "" "If you have Odoo Website, you can disregard this part and directly :ref:`map" " your domain name with your website `." msgstr "" +"Se você tiver um site Odoo, pode desconsiderar esta parte e diretamente " +":ref:`mapear o nome de domínio com seu site `." #: ../../content/administration/maintain/domain_names.rst:302 msgid "" @@ -3186,6 +4402,9 @@ msgid "" "website address and all the links sent to your customers (e.g., quotations, " "portal links, etc.)." msgstr "" +"O **URL base da web** de uma base de dados, ou **URL raiz**, afeta o " +"endereço de seu site principal e todos os links enviados a seus clientes " +"(ex.: cotações, links de portal etc.)." #: ../../content/administration/maintain/domain_names.rst:305 msgid "" @@ -3193,6 +4412,9 @@ msgid "" "log in as an administrator of your database (any user in the *Settings* " "group) from the login screen." msgstr "" +"Para configurá-lo, acesse sua base de dados Odoo com seu endereço " +"personalizado e, em seguida, faça login como administrador da base de dados " +"(qualquer usuário no grupo *Definições*) na tela de login." #: ../../content/administration/maintain/domain_names.rst:309 msgid "" @@ -3200,6 +4422,10 @@ msgid "" "``example.odoo.com`` also updates the web base URL of your database. See " "below to prevent these automatic updates." msgstr "" +"Conectar-se ao sua base de dados com o endereço de subdomínio original do " +"Odoo (por exemplo, ``example.odoo.com``) também atualiza o URL base da web " +"da sua base de dados. Veja abaixo como evitar essas atualizações " +"automáticas." #: ../../content/administration/maintain/domain_names.rst:312 msgid "" @@ -3207,6 +4433,9 @@ msgid "" ":ref:`developer mode `, then go to :menuselection:`Settings " "--> Technical --> System Parameters`." msgstr "" +"Como alternativa, você pode fazer isso manualmente. Para isso, ative a opção" +" :ref:`modo de desenvolvedor `, em seguida, vá para " +":menuselection:`Definições --> Técnico --> Parâmetros do sistema`." #: ../../content/administration/maintain/domain_names.rst:315 msgid "" @@ -3214,70 +4443,91 @@ msgid "" " enter the full address of your website as value, such as " "``https://www.example.com``." msgstr "" +"Localize a chave chamada ``web.base.url`` (ou crie-a se ainda não existir) e" +" insira o endereço completo de seu site como valor, como " +"``https://www.example.com``." #: ../../content/administration/maintain/domain_names.rst:319 msgid "" "The URL must include the protocol ``https://`` (or ``http://``) and must not" " end with a slash (``/``)." msgstr "" +"O URL deve incluir o protocolo ``https://`` (ou ``http://``) e não deve " +"terminar com uma barra (``/``)." #: ../../content/administration/maintain/domain_names.rst:322 msgid "" "To prevent the automatic update of the web base URL when an administrator " "logs in the database, you can create the following System Parameter:" msgstr "" +"Para impedir a atualização automática da URL base da web quando um " +"administrador faz login na base de dados, você pode criar o seguinte " +"parâmetro do sistema:" #: ../../content/administration/maintain/domain_names.rst:325 msgid "key: ``web.base.url.freeze``" -msgstr "" +msgstr "chave: ``web.base.url.freeze``" #: ../../content/administration/maintain/domain_names.rst:326 msgid "value: ``True``" -msgstr "" +msgstr "valor: ``True``" #: ../../content/administration/maintain/domain_names.rst:331 msgid "Map your domain name with your website" -msgstr "" +msgstr "Mapear seu nome de domínio para seu site" #: ../../content/administration/maintain/domain_names.rst:333 msgid "" "Mapping your domain name to your website isn't the same as mapping it with " "your database:" msgstr "" +"Mapear seu nome de domínio para o site não é o mesmo que mapeá-lo para base " +"de dados:" #: ../../content/administration/maintain/domain_names.rst:335 msgid "" "It defines your domain name as the main one for your website, helping search" " engines to index your website properly." msgstr "" +"Isso define seu nome de domínio como o principal do site, ajudando os " +"mecanismos de pesquisa a indexar seu site adequadamente." #: ../../content/administration/maintain/domain_names.rst:337 msgid "" "It defines your domain name as the base URL for your database, including the" " portal links sent by email to your customers." msgstr "" +"Isso define seu nome de domínio como o URL base da sua base de dados, " +"incluindo os links do portal enviados por e-mail aos seus clientes." #: ../../content/administration/maintain/domain_names.rst:339 msgid "" "If you have multiple websites, it maps your domain name with the appropriate" " website." msgstr "" +"Se você tiver vários sites, isso mapeará seu nome de domínio ao site " +"adequado." #: ../../content/administration/maintain/domain_names.rst:341 msgid "" "Go to :menuselection:`Website --> Configuration --> Settings --> Website " "Info`. If you have multiple websites, select the one you want to configure." msgstr "" +"Vá para :menuselection:`Site --> Configuração --> Definições --> " +"Informações do site`. Se você tiver vários sites, selecione aquele que quer " +"configurar." #: ../../content/administration/maintain/domain_names.rst:344 msgid "" "In the :guilabel:`Domain` field, fill in the web address of your website " "(e.g., ``https://www.example.com``) and click on :guilabel:`Save`." msgstr "" +"No campo :guilabel:`Domínio`, preencha o endereço da web do seu site (por " +"exemplo, ``https://www.example.com``) e clique em :guilabel:`Salvar`." #: ../../content/administration/maintain/domain_names.rst-1 msgid "Configuring https://www.example.com as the Domain of the website" -msgstr "" +msgstr "Configuração de https://www.example.com como o domínio do site" #: ../../content/administration/maintain/domain_names.rst:352 msgid "" @@ -3285,6 +4535,9 @@ msgid "" "indexing both your custom domain name ``www.example.com`` and your original " "odoo database address ``example.odoo.com``." msgstr "" +"O mapeamento de seu nome de domínio com o site do Odoo impede que o Google " +"indexe seu nome de domínio personalizado ``www.example.com`` e o endereço " +"original da base de dados do Odoo ``example.odoo.com``." #: ../../content/administration/maintain/domain_names.rst:355 msgid "" @@ -3293,6 +4546,10 @@ msgid "" "`Google Search Console `_ to fix " "this." msgstr "" +"Se ambos os endereços já estiverem indexados, pode levar algum tempo até que" +" o Google remova a indexação do segundo endereço. Você também pode tentar " +"usar o `Google Search Console `_ " +"para corrigir isso." #: ../../content/administration/maintain/domain_names.rst:360 msgid "" @@ -3302,6 +4559,11 @@ msgid "" " the :ref:`base URL ` according to the company in " "use." msgstr "" +"Se você tiver vários sites e empresas em sua base de dados, certifique-se de" +" selecionar a :guilabel:`Empresa` certa nas configurações do site, ao lado " +"das configurações do :guilabel:`Domínio`. Ao fazer isso, você indica ao Odoo" +" qual URL usar como :ref:`URL base ` de acordo com" +" a empresa em uso." #: ../../content/administration/maintain/domain_names.rst:366 msgid ":doc:`/applications/general/email_communication/email_servers`" @@ -3309,54 +4571,58 @@ msgstr ":doc:`/applications/general/email_communication/email_servers`" #: ../../content/administration/maintain/enterprise.rst:6 msgid "Switch from Community to Enterprise" -msgstr "" +msgstr "Trocar de Community para Enterprise" #: ../../content/administration/maintain/enterprise.rst:8 msgid "" "Depending on your current installation, there are multiple ways to upgrade " "your community version. In any case the basic guidelines are:" msgstr "" +"Dependendo da sua instalação atual, há várias maneiras de atualizar a versão" +" Community. De qualquer forma, as diretrizes básicas são:" #: ../../content/administration/maintain/enterprise.rst:12 #: ../../content/administration/maintain/enterprise.rst:31 #: ../../content/administration/maintain/enterprise.rst:63 #: ../../content/administration/maintain/enterprise.rst:80 msgid "Backup your community database" -msgstr "" +msgstr "Faça backup da sua base de dados Community" #: ../../content/administration/maintain/enterprise.rst:17 #: ../../content/administration/maintain/enterprise.rst:62 msgid "Shutdown your server" -msgstr "" +msgstr "Desligue seu servidor" #: ../../content/administration/maintain/enterprise.rst:19 msgid "Install the web_enterprise module" -msgstr "" +msgstr "Instale o módulo web_enterprise" #: ../../content/administration/maintain/enterprise.rst:21 msgid "Restart your server" -msgstr "" +msgstr "Reinicie seu servidor" #: ../../content/administration/maintain/enterprise.rst:23 msgid "Enter your Odoo Enterprise Subscription code" -msgstr "" +msgstr "Digite seu código de assinatura do Odoo Enterprise" #: ../../content/administration/maintain/enterprise.rst:29 msgid "On Linux, using an installer" -msgstr "" +msgstr "No Linux, usando um instalador" #: ../../content/administration/maintain/enterprise.rst:33 msgid "Stop the odoo service" -msgstr "" +msgstr "Interrompa o serviço Odoo" #: ../../content/administration/maintain/enterprise.rst:39 msgid "" "Install the enterprise .deb (it should install over the community package)" msgstr "" +"Instale o .deb corporativo (ele deve ser instalado em cima do pacote " +"Community)" #: ../../content/administration/maintain/enterprise.rst:45 msgid "Update your database to the enterprise packages using" -msgstr "" +msgstr "Atualize sua base de dados para os pacotes Enterprise usando" #: ../../content/administration/maintain/enterprise.rst:51 msgid "" @@ -3365,10 +4631,14 @@ msgid "" " Enterprise Subscription by entering the code you received by e-mail in the " "form input" msgstr "" +"Você conseguirá se conectar à sua instância do Odoo Enterprise com sua forma" +" de identificação habitual. Então, você pode vincular sua base de dados à " +"sua assinatura do Odoo Enterprise inserindo o código que recebeu por e-mail " +"ao enviar o formulário" #: ../../content/administration/maintain/enterprise.rst:57 msgid "On Linux, using the source code" -msgstr "" +msgstr "No Linux, usando o código-fonte" #: ../../content/administration/maintain/enterprise.rst:59 msgid "" @@ -3376,20 +4646,26 @@ msgid "" "probably have your own favourite. You may need to adapt sections to your " "usual workflow." msgstr "" +"Há muitas maneiras de iniciar seu servidor ao usar códigos-fonte, e você " +"provavelmente tem o seu favorito. Talvez seja necessário adaptar as seções " +"ao seu fluxo de trabalho habitual." #: ../../content/administration/maintain/enterprise.rst:64 msgid "" "Update the ``--addons-path`` parameter of your launch command (see " ":doc:`../install/source`)" msgstr "" +"Atualize o parâmetro ``--addons-path`` de seu comando de inicialização " +"(consulte :doc:`../install/source`)" #: ../../content/administration/maintain/enterprise.rst:65 msgid "Install the web_enterprise module by using" -msgstr "" +msgstr "Instale o módulo web_enterprise usando" #: ../../content/administration/maintain/enterprise.rst:71 msgid "Depending on the size of your database, this may take some time." msgstr "" +"Dependendo do tamanho da sua base de dados, isso pode levar algum tempo." #: ../../content/administration/maintain/enterprise.rst:73 msgid "" @@ -3398,16 +4674,22 @@ msgid "" "Odoo Enterprise Subscription by entering the code you received by e-mail in " "the form input" msgstr "" +"Reinicie o servidor com o caminho de complementos atualizado do ponto 3. " +"Conecte-se à sua instância. Em seguida, você pode vincular sua base de dados" +" à assinatura do Odoo Enterprise inserindo o código que recebeu por e-mail " +"ao enviar o formulário" #: ../../content/administration/maintain/enterprise.rst:78 msgid "On Windows" -msgstr "" +msgstr "No Windows" #: ../../content/administration/maintain/enterprise.rst:82 msgid "" "Uninstall Odoo Community (using the Uninstall executable in the installation" " folder) - PostgreSQL will remain installed" msgstr "" +"Desinstale o Odoo Community (usando o executável Desinstalar na pasta de " +"instalação) - o PostgreSQL permanecerá instalado" #: ../../content/administration/maintain/enterprise.rst:88 msgid "" @@ -3416,12 +4698,18 @@ msgid "" "installation (this folder still contains the PostgreSQL installation). " "Uncheck ``Start Odoo`` at the end of the installation" msgstr "" +"Inicialize o instalador do Odoo Enterprise e siga as etapas normalmente. Ao " +"escolher o caminho de instalação, você pode definir a pasta da instalação do" +" Community (essa pasta ainda contém a instalação do PostgreSQL). Desmarque a" +" opção ``Iniciar Odoo`` no final da instalação" #: ../../content/administration/maintain/enterprise.rst:96 msgid "" "Using a command window, update your Odoo Database using this command (from " "the Odoo installation path, in the server subfolder)" msgstr "" +"Em uma janela de comando, atualize sua base de dados Odoo usando este " +"comando (no caminho de instalação do Odoo, na subpasta do servidor)" #: ../../content/administration/maintain/enterprise.rst:103 msgid "" @@ -3430,10 +4718,15 @@ msgid "" "identification. You can then link your database with your Odoo Enterprise " "Subscription by entering the code you received by e-mail in the form input" msgstr "" +"Não há necessidade de inicializar manualmente o servidor, o serviço está em " +"execução. Você conseguirá se conectar à sua instância do Odoo Enterprise com" +" sua forma de identificação habitual. Você pode então vincular sua base de " +"dados à sua assinatura do Odoo Enterprise inserindo o código que recebeu por" +" e-mail ao enviar o formulário" #: ../../content/administration/maintain/google_oauth.rst:3 msgid "Connect Gmail to Odoo using Google OAuth" -msgstr "" +msgstr "Conectar o Gmail ao Odoo usando o Google OAuth" #: ../../content/administration/maintain/google_oauth.rst:5 msgid "" @@ -3443,12 +4736,20 @@ msgid "" " Odoo database. This configuration works by using either a personal email " "address or an address created by a custom domain." msgstr "" +"O Odoo é compatível com o OAuth for Gmail do Google. Para enviar e-mails " +"seguros de um domínio personalizado, basta definir algumas configurações na " +"plataforma *Workspace* do Google, bem como no back-end da base de dados do " +"Odoo. Essa configuração funciona usando um endereço de e-mail pessoal ou um " +"endereço criado por um domínio personalizado." #: ../../content/administration/maintain/google_oauth.rst:11 msgid "" "For more information, visit `Google's documentation " "`_ on setting up OAuth." msgstr "" +"Para obter mais informações, acesse a documentação do Google " +"`_ sobre a configuração do " +"OAuth." #: ../../content/administration/maintain/google_oauth.rst:15 msgid ":doc:`/applications/general/auth/google`" @@ -3464,7 +4765,7 @@ msgstr "Configuração no Google" #: ../../content/administration/maintain/google_oauth.rst:22 msgid "Create a new project" -msgstr "Criar um novo produto" +msgstr "Criar um novo projeto" #: ../../content/administration/maintain/google_oauth.rst:24 msgid "" @@ -3474,6 +4775,11 @@ msgid "" "Gmail account (this should match the email address you want to configure in " "Odoo)." msgstr "" +"Para começar, acesse o `Google API Console " +"`_. Faça login com sua conta *Google " +"Workspace*, se tiver uma, caso contrário, faça login com sua conta pessoal " +"do Gmail (que corresponda ao endereço de e-mail que você pretende configurar" +" no Odoo)." #: ../../content/administration/maintain/google_oauth.rst:28 msgid "" @@ -3482,6 +4788,11 @@ msgid "" " in this account, then the :guilabel:`New Project` option will be located on" " the top right under the :guilabel:`Select a project` drop-down menu." msgstr "" +"Depois disso, clique em :guilabel:`Criar projeto`, localizado na extremidade" +" direita da :guilabel:`Tela de consentimento de autenticação`. Se um projeto" +" já tiver sido criado nessa conta, a opção :guilabel:`Novo projeto` estará " +"localizada no canto superior direito, no menu suspenso :guilabel:`Selecionar" +" um projeto`." #: ../../content/administration/maintain/google_oauth.rst:33 msgid "" @@ -3491,10 +4802,15 @@ msgid "" "using a personal Gmail account, then leave the :guilabel:`Location` as " ":guilabel:`No Organization`." msgstr "" +"Na tela :menuselection:`Novo projeto`, renomeie o :guilabel:`Nome do " +"projeto` para `Odoo` e procure o :guilabel:`Local`. Defina o " +":guilabel:`Local` como a *organização do Google Workspace*. Se você estiver " +"usando uma conta pessoal do Gmail, deixe o :guilabel:`Local` como " +":guilabel:`Sem organização`." #: ../../content/administration/maintain/google_oauth.rst-1 msgid "Project Name and Location for Google OAuth." -msgstr "" +msgstr "Nome e local do projeto para o Google OAuth." #: ../../content/administration/maintain/google_oauth.rst:42 msgid "Click on :guilabel:`Create` to finish this step." @@ -4559,7 +5875,7 @@ msgstr "" #: ../../content/administration/maintain/odoo_online.rst:113 msgid "Contact us" -msgstr "Entre em contato" +msgstr "Entrar em contato" #: ../../content/administration/maintain/odoo_online.rst:115 msgid "" @@ -4599,7 +5915,7 @@ msgstr "" #: ../../content/administration/maintain/on_premise.rst:6 msgid "Register a database" -msgstr "Registre um banco de dados" +msgstr "Registre um base de dados" #: ../../content/administration/maintain/on_premise.rst:8 msgid "" @@ -4620,8 +5936,8 @@ msgid "" "If you are unable to register your database, you will likely encounter this " "message:" msgstr "" -"Se você não conseguir registrar seu banco de dados, provavelmente encontrará" -" esta mensagem:" +"Se você não conseguir registrar sua base de dados, provavelmente encontrará " +"esta mensagem:" #: ../../content/administration/maintain/on_premise.rst-1 msgid "" @@ -4637,7 +5953,7 @@ msgstr "Soluções" #: ../../content/administration/maintain/on_premise.rst:29 msgid "Do you have a valid Enterprise subscription?" -msgstr "Você tem uma assinatura corporativa válida?" +msgstr "Você tem uma assinatura Enterprise válida?" #: ../../content/administration/maintain/on_premise.rst:31 msgid "" @@ -4645,21 +5961,21 @@ msgid "" " Account `__ or with your Account" " Manager" msgstr "" -"Verifique se os detalhes de sua assinatura receberam a tag \"Em andamento\" " -"em sua conta `Odoo ` __ ou com " -"seu gerente de conta" +"Verifique se os detalhes de sua assinatura receberam o marcador \"Em " +"andamento\" em sua conta `Odoo ` " +"__ ou com seu gerente de conta" #: ../../content/administration/maintain/on_premise.rst:35 msgid "Have you already linked a database with your subscription reference?" -msgstr "Você já vinculou um banco de dados com sua referência de assinatura?" +msgstr "Você já vinculou uma base de dados com sua referência de assinatura?" #: ../../content/administration/maintain/on_premise.rst:37 msgid "" "You can link only one database per subscription. (Need a test or a " "development database? `Find a partner `__)" msgstr "" -"Você pode vincular apenas um banco de dados por assinatura. (Precisa de um " -"teste ou banco de dados de desenvolvimento? `Encontre um parceiro " +"Você pode vincular apenas uma base de dados por assinatura. (Precisa de um " +"teste ou de uma base de dados de desenvolvimento? `Encontre um parceiro " "` __)" #: ../../content/administration/maintain/on_premise.rst:41 @@ -4668,17 +5984,17 @@ msgid "" "`__ with the button \"Unlink " "database\"" msgstr "" -"Você pode desvincular o banco de dados antigo em seu `Contrato Odoo " +"Você pode desconectar a base de dados antiga em seu `Contrato Odoo " "` __ com o botão \"Desvincular " -"banco de dados\"" +"base de dados\"" #: ../../content/administration/maintain/on_premise.rst:47 msgid "" "A confirmation message will appear; make sure this is the correct database " "as it will be deactivated shortly:" msgstr "" -"Uma mensagem de confirmação aparecerá; certifique-se de que este é o banco " -"de dados correto, pois ele será desativado em breve:" +"Uma mensagem de confirmação será exibida; certifique-se de que este é a base" +" de dados certa, pois ela será desativada em breve:" #: ../../content/administration/maintain/on_premise.rst:53 msgid "Do you have the updated version of Odoo 9?" @@ -4690,8 +6006,8 @@ msgid "" "From July 2016 onward, Odoo 9 now automatically change the uuid of a " "duplicated database; a manual operation is no longer required." msgstr "" -"De julho de 2016 em diante, Odoo 9 agora muda automaticamente o uuid de um " -"banco de dados duplicado; uma operação manual não é mais necessária." +"De julho de 2016 em diante, Odoo 9 agora muda automaticamente o uuid de uma " +"base de dados duplicada; não é mais necessário fazer a operação manual." #: ../../content/administration/maintain/on_premise.rst:58 msgid "" @@ -4700,10 +6016,10 @@ msgid "" "`__, a short message will appear " "specifying which database is problematic:" msgstr "" -"Se não for o caso, você pode ter vários bancos de dados compartilhando o " +"Se não for o caso, você pode ter várias bases de dados compartilhando o " "mesmo UUID. Verifique em seu `Contrato Odoo " "` __, uma mensagem curta " -"aparecerá especificando qual banco de dados é problemático:" +"aparecerá especificando qual base de dados tem problemas:" #: ../../content/administration/maintain/on_premise.rst:66 msgid "" @@ -4711,9 +6027,9 @@ msgid "" "this issue. You will find more information about this in :ref:`this section " "`." msgstr "" -"Nesse caso, você precisa alterar o UUID em seus bancos de dados de teste " -"para resolver esse problema. Você encontrará mais informações sobre isso: " -"ref: `esta seção `." +"Nesse caso, você precisa alterar o UUID em suas bases de dados de teste para" +" resolver esse problema. Você encontrará mais informações sobre isso :ref: " +"`nesta seção `." #: ../../content/administration/maintain/on_premise.rst:69 msgid "" @@ -4721,13 +6037,13 @@ msgid "" "database should have a distinct UUID to ensure that registration and " "invoicing proceed effortlessly for your and for us." msgstr "" -"Para sua informação, identificamos banco de dados com UUID. Portanto, cada " -"banco de dados deve ter um UUID distinto para garantir que o registro e o " +"Para sua informação, identificamos a base de dados com UUID. Portanto, cada " +"base de dados deve ter um UUID exclusivo para garantir que o registro e o " "faturamento ocorram sem esforço para você e para nós." #: ../../content/administration/maintain/on_premise.rst:73 msgid "Check your network and firewall settings" -msgstr "Verifique suas configurações de rede e firewall" +msgstr "Verificar configurações de rede e firewall" #: ../../content/administration/maintain/on_premise.rst:75 msgid "" @@ -4735,7 +6051,7 @@ msgid "" " servers. In other words, make sure that the Odoo server is able to open " "outgoing connections towards:" msgstr "" -"A notificação de atualização deve ser capaz de alcançar os servidores de " +"A notificação de atualização precisa conseguir alcançar os servidores de " "validação de assinatura do Odoo. Em outras palavras, certifique-se de que o " "servidor Odoo é capaz de abrir conexões de saída para:" @@ -4746,14 +6062,14 @@ msgstr "services.odoo.com na porta 443 (ou 80)" #: ../../content/administration/maintain/on_premise.rst:80 msgid "services.openerp.com on port 443 (or 80) for older deployments" msgstr "" -"services.openerp.com na porta 443 (ou 80) para implantações mais antigas" +"services.openerp.com na porta 443 (ou 80) para implementações mais antigas" #: ../../content/administration/maintain/on_premise.rst:82 msgid "" "Once you activated your database, you must keep these ports open, as the " "Update notification runs once a week." msgstr "" -"Depois de ativar seu banco de dados, você deve manter essas portas abertas, " +"Depois de ativar sua base de dados, você deve manter essas portas abertas, " "pois a notificação de atualização é executada uma vez por semana." #: ../../content/administration/maintain/on_premise.rst:86 @@ -4765,9 +6081,8 @@ msgid "" "If you have more users in your local database than provisionned in your Odoo" " Enterprise subscription, you may encounter this message:" msgstr "" -"Se você tiver mais usuários em seu banco de dados local do que o " -"provisionado em sua assinatura do Odoo Enterprise, poderá encontrar esta " -"mensagem:" +"Se você tiver mais usuários em sua base de dados local do que o provisionado" +" em sua assinatura do Odoo Enterprise, poderá receber esta mensagem:" #: ../../content/administration/maintain/on_premise.rst-1 msgid "" @@ -4788,7 +6103,7 @@ msgid "" "**Add more users** on your subscription: follow the link and Validate the " "upsell quotation and pay for the extra users." msgstr "" -"** Adicione mais usuários ** em sua assinatura: siga o link e valide a " +"**Adicionar mais usuários** à sua assinatura: clique no link e valide a " "cotação de upsell e pague pelos usuários extras." #: ../../content/administration/maintain/on_premise.rst:104 @@ -4806,27 +6121,27 @@ msgid "" " so you can :ref:`force an Update Notification ` to make the " "message disappear right away." msgstr "" -"Assim que seu banco de dados tiver o número correto de usuários, a mensagem " -"de vencimento desaparecerá automaticamente após alguns dias, quando ocorrer " -"a próxima verificação. Entendemos que pode ser um pouco assustador ver a " +"Quando sua base de dados estiver com o número correto de usuários, a " +"mensagem de expiração desaparecerá automaticamente após alguns dias, durante" +" a próxima verificação. Entendemos que pode ser um pouco assustador ver a " "contagem regressiva, então você pode: ref: `forçar uma Notificação de " "Atualização ` para fazer a mensagem desaparecer imediatamente." #: ../../content/administration/maintain/on_premise.rst:114 msgid "Database expired error message" -msgstr "Mensagem de erro de banco de dados expirado" +msgstr "Mensagem de erro de base de dados expirada" #: ../../content/administration/maintain/on_premise.rst:116 msgid "" "If your database reaches its expiration date before your renew your " "subscription, you will encounter this message:" msgstr "" -"Se o seu banco de dados atingir a data de expiração antes de você renovar a " -"assinatura, você encontrará esta mensagem:" +"Se a sua base de dados atingir a data de expiração antes da renovação da " +"assinatura, você receberá esta mensagem:" #: ../../content/administration/maintain/on_premise.rst-1 msgid "This database has expired." -msgstr "Este banco de dados expirou." +msgstr "Esta base de dados expirou." #: ../../content/administration/maintain/on_premise.rst:123 msgid "" @@ -4834,16 +6149,16 @@ msgid "" " days. If you fail to take action before the end of the countdown, the " "database is expired." msgstr "" -"Esta mensagem de ** bloqueio ** aparece após uma mensagem sem bloqueio que " -"dura 30 dias. Se você não agir antes do final da contagem regressiva, o " -"banco de dados expirará." +"Esta mensagem de **bloqueio** aparece após uma mensagem sem bloqueio que " +"dura 30 dias. Se você não agir antes do final da contagem regressiva, a base" +" de dados expirará." #: ../../content/administration/maintain/on_premise.rst:131 msgid "" "Renew your subscription: follow the link and renew your subscription - note " "that" msgstr "" -"Renove sua assinatura: siga o link e renove sua assinatura - observe que" +"Renovar sua assinatura: clique no link e renove sua assinatura - observe que" #: ../../content/administration/maintain/on_premise.rst:130 msgid "" @@ -4851,14 +6166,13 @@ msgid "" "renewed only when the payment arrives, which can take a few days. Credit " "card payments are processed immediately." msgstr "" -"se desejar pagar por transferência eletrônica, sua assinatura será " -"efetivamente renovada somente quando o pagamento chegar, o que pode levar " -"alguns dias. Os pagamentos com cartão de crédito são processados " -"​​imediatamente." +"se quiser pagar por transferência bancária, sua assinatura será efetivamente" +" renovada somente quando o pagamento cair, o que pode levar alguns dias. Os " +"pagamentos com cartão de crédito são processados ​​imediatamente." #: ../../content/administration/maintain/on_premise.rst:133 msgid "Contact our `Support `__" -msgstr "Contate nosso `Suporte ` __" +msgstr "Entre em contato com nosso `Suporte ` __" #: ../../content/administration/maintain/on_premise.rst:135 msgid "" @@ -4870,7 +6184,7 @@ msgstr "" #: ../../content/administration/maintain/on_premise.rst:143 msgid "Duplicate a database" -msgstr "Duplicar um banco de dados" +msgstr "Duplicar uma base de dados" #: ../../content/administration/maintain/on_premise.rst:145 msgid "" @@ -4878,10 +6192,9 @@ msgid "" "server (/web/database/manager). In this page, you can easily " "duplicate your database (among other things)." msgstr "" -"Você pode duplicar seu banco de dados acessando o gerenciador de banco de " -"dados em seu servidor ( / web / database / manager). Nesta " -"página, você pode facilmente duplicar seu banco de dados (entre outras " -"coisas)." +"Você pode duplicar sua base acessando o gerenciador de base de dados em seu " +"servidor (/web/database/manager). Nesta página, você pode " +"facilmente duplicar a base de dados (entre outras coisas)." #: ../../content/administration/maintain/on_premise.rst:152 msgid "" @@ -4891,10 +6204,10 @@ msgid "" "databases with the same uuid could result in invoicing problems or " "registration problems down the line." msgstr "" -"Quando você duplica um banco de dados local, é ** fortemente ** aconselhado " -"alterar o uuid do banco de dados duplicado (Identificador Universal Único), " -"uma vez que este uuid é como seu banco de dados se identifica com nossos " -"servidores. Ter dois bancos de dados com o mesmo uuid pode resultar em " +"Quando você duplica uma base de dados local, é **fortemente** aconselhado " +"alterar o uuid da base de dados duplicada (Identificador Universal Único), " +"uma vez que este uuid é como sua base de dados é identificada pelos nossos " +"servidores. Ter duas bases de dados com o mesmo uuid pode resultar em " "problemas de faturamento ou de registro no futuro." #: ../../content/administration/maintain/on_premise.rst:162 @@ -4915,8 +6228,8 @@ msgid "" "Odoo provides support and bug fixing **for the 3 last major versions** of " "Odoo." msgstr "" -"O Odoo fornece suporte e correção de bugs ** para as 3 últimas versões " -"principais ** do Odoo." +"O Odoo fornece suporte e correção de bugs **para as três últimas versões " +"principais** do Odoo." #: ../../content/administration/maintain/supported_versions.rst:12 msgid "" @@ -4946,7 +6259,7 @@ msgstr "Esta matriz mostra o status de suporte de cada versão." #: ../../content/administration/maintain/supported_versions.rst:22 msgid "**Major releases are in bold type.**" -msgstr "** Os principais lançamentos estão em negrito. **" +msgstr "**Os principais lançamentos estão em negrito.**" #: ../../content/administration/maintain/supported_versions.rst:31 msgid "On-Premise" @@ -5030,7 +6343,7 @@ msgstr "" #: ../../content/administration/maintain/supported_versions.rst:78 #: ../../content/administration/maintain/supported_versions.rst:79 msgid "N/A" -msgstr "Nenhum" +msgstr "N/D" #: ../../content/administration/maintain/supported_versions.rst:44 msgid "August 2023" @@ -5868,7 +7181,7 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/first_module.rst:360 #: ../../content/administration/odoo_sh/getting_started/first_module.rst:498 msgid "Replace" -msgstr "Trocar" +msgstr "Substituir" #: ../../content/administration/odoo_sh/advanced/submodules.rst:84 msgid "" @@ -8598,64 +9911,68 @@ msgstr "" #: ../../content/administration/upgrade.rst:42 msgid "" -"If your database contains a **custom module**, you must first upgrade its " -"source code to be compatible with the new version of Odoo **before " -"upgrading**." +"If your database contains custom modules, it cannot be upgraded until a " +"version of your custom modules is available for the target version of Odoo. " +"For customers maintaining their own custom modules, we recommend to " +"parallelize the process by :ref:`requesting an upgraded database " +"` while also :doc:`upgrading the source code " +"of your custom modules `." msgstr "" -#: ../../content/administration/upgrade.rst:49 +#: ../../content/administration/upgrade.rst:50 msgid "Upgrading in a nutshell" msgstr "" -#: ../../content/administration/upgrade.rst:51 +#: ../../content/administration/upgrade.rst:52 msgid "" "Request an upgraded test database (see :ref:`obtaining an upgraded test " "database `)." msgstr "" -#: ../../content/administration/upgrade.rst:54 +#: ../../content/administration/upgrade.rst:55 +msgid "" +"If applicable, upgrade the source code of your custom module to be " +"compatible with the new version of Odoo (see " +":doc:`/developer/howtos/upgrade_custom_db`)." +msgstr "" + +#: ../../content/administration/upgrade.rst:58 msgid "" "Thoroughly test the upgraded database (see :ref:`testing the new version of " "the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:57 +#: ../../content/administration/upgrade.rst:61 msgid "" "Report any issue encountered during the testing to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:60 -msgid "" -"(If applicable) : upgrade the source code of your custom module to be " -"compatible with the new version of Odoo." -msgstr "" - -#: ../../content/administration/upgrade.rst:63 +#: ../../content/administration/upgrade.rst:64 msgid "" "Once all issues are resolved and you are confident that the upgraded " "database can be used as your main database without any issues, plan the " "upgrade of your production database." msgstr "" -#: ../../content/administration/upgrade.rst:66 +#: ../../content/administration/upgrade.rst:67 msgid "" "Request the upgrade for the production database, rendering it unavailable " "for the time it takes to complete the process (see :ref:`upgrading the " "production database `)." msgstr "" -#: ../../content/administration/upgrade.rst:69 +#: ../../content/administration/upgrade.rst:70 msgid "" "Report any issue encountered during the upgrade to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:78 +#: ../../content/administration/upgrade.rst:76 msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:78 msgid "" "The `Upgrade page `_ is the main platform for " "requesting an upgraded database. However, depending on the hosting type, you" @@ -8664,7 +9981,7 @@ msgid "" "`_." msgstr "" -#: ../../content/administration/upgrade.rst:86 +#: ../../content/administration/upgrade.rst:84 msgid "" "The Upgrade platform follows the same `Privacy Policy " "`_ as the other Odoo.com services. Visit the " @@ -8672,13 +9989,13 @@ msgid "" "learn more about how Odoo handles your data and privacy." msgstr "" -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:92 msgid "" "Odoo Online databases can be manually upgraded via the `database manager " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:97 +#: ../../content/administration/upgrade.rst:95 msgid "" "The database manager displays all databases associated with the user's " "account. Databases not on the most recent version of Odoo display an arrow " @@ -8690,23 +10007,23 @@ msgid "" "The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:104 +#: ../../content/administration/upgrade.rst:102 msgid "" "Click the **arrow in a circle** icon to start the upgrade process. In the " "popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:106 +#: ../../content/administration/upgrade.rst:104 msgid "" "The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:107 +#: ../../content/administration/upgrade.rst:105 msgid "" "The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:108 +#: ../../content/administration/upgrade.rst:106 msgid "" "The :guilabel:`Purpose` of the upgrade, which is automatically set to " ":guilabel:`Test` for your first upgrade request" @@ -8716,7 +10033,7 @@ msgstr "" msgid "The \"Upgrade your database\" popup." msgstr "" -#: ../../content/administration/upgrade.rst:114 +#: ../../content/administration/upgrade.rst:112 msgid "" "The :guilabel:`Upgrade in progress` tag is displayed next to the database " "name until completion. Once the process succeeds, an email containing a link" @@ -8729,7 +10046,7 @@ msgstr "" msgid "Clicking the menu arrow displays the upgraded test database." msgstr "" -#: ../../content/administration/upgrade.rst:124 +#: ../../content/administration/upgrade.rst:122 msgid "" "Odoo.sh is integrated with the upgrade platform to simplify the upgrade " "process." @@ -8739,13 +10056,13 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "" -#: ../../content/administration/upgrade.rst:129 +#: ../../content/administration/upgrade.rst:127 msgid "" "The **latest production daily automatic backup** is then sent to the " "`upgrade platform `_." msgstr "" -#: ../../content/administration/upgrade.rst:132 +#: ../../content/administration/upgrade.rst:130 msgid "" "Once the upgrade platform is done upgrading the backup and uploading it on " "the branch, it is put in a **special mode**: each time a **commit is " @@ -8756,7 +10073,7 @@ msgid "" "going to :file:`~/logs/upgrade.log`." msgstr "" -#: ../../content/administration/upgrade.rst:140 +#: ../../content/administration/upgrade.rst:138 msgid "" "In databases where custom modules are installed, their source code must be " "up-to-date with the target version of Odoo before the upgrade can be " @@ -8765,58 +10082,72 @@ msgid "" "platform, and the upgrade mode is exited." msgstr "" -#: ../../content/administration/upgrade.rst:152 -#: ../../content/administration/upgrade.rst:344 +#: ../../content/administration/upgrade.rst:143 +msgid "" +"Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more " +"information." +msgstr "" + +#: ../../content/administration/upgrade.rst:145 +#: ../../content/administration/upgrade.rst:341 msgid "On-premise" msgstr "" -#: ../../content/administration/upgrade.rst:154 +#: ../../content/administration/upgrade.rst:147 msgid "" "The standard upgrade process can be initiated by entering the following " "command line on the machine where the database is hosted:" msgstr "" -#: ../../content/administration/upgrade.rst:161 +#: ../../content/administration/upgrade.rst:154 msgid "" "The following command can be used to display the general help and the main " "commands:" msgstr "" -#: ../../content/administration/upgrade.rst:167 +#: ../../content/administration/upgrade.rst:160 msgid "" "An upgraded test database can also be requested via the `Upgrade page " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:171 +#: ../../content/administration/upgrade.rst:164 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. Check out the :doc:`/developer/howtos/upgrade_custom_db` page for" +" more information." +msgstr "" + +#: ../../content/administration/upgrade.rst:169 msgid "" "For security reasons, only the person who submitted the upgrade request can " "download it." msgstr "" -#: ../../content/administration/upgrade.rst:172 +#: ../../content/administration/upgrade.rst:170 msgid "" "For storage reasons, the database's copy is submitted without a filestore to" " the upgrade server. Therefore, the upgraded database does not contain the " "production filestore." msgstr "" -#: ../../content/administration/upgrade.rst:174 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " "as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade.rst:177 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade.rst:179 +#: ../../content/administration/upgrade.rst:177 msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:180 +#: ../../content/administration/upgrade.rst:178 msgid "" "A `filestore` folder containing files extracted from in-database records " "into attachments (if there are any) and new standard Odoo files from the " @@ -8825,13 +10156,13 @@ msgid "" "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade.rst:187 +#: ../../content/administration/upgrade.rst:185 msgid "" "You can request multiple test databases if you wish to test an upgrade more " "than once." msgstr "" -#: ../../content/administration/upgrade.rst:192 +#: ../../content/administration/upgrade.rst:190 msgid "" "When an upgrade request is completed, an upgrade report is attached to the " "successful upgrade email, and it becomes available in the Discuss app for " @@ -8840,171 +10171,171 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:200 +#: ../../content/administration/upgrade.rst:198 msgid "Testing the new version of the database" msgstr "" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:200 msgid "" "It is essential to spend some time testing the upgraded test database to " "ensure that you are not stuck in your day-to-day activities by a change in " "views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade.rst:207 +#: ../../content/administration/upgrade.rst:205 msgid "" "Test databases are neutralized, and some features are disabled to prevent " "them from impacting the production database:" msgstr "" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:208 msgid "Scheduled actions are disabled." msgstr "" -#: ../../content/administration/upgrade.rst:211 +#: ../../content/administration/upgrade.rst:209 msgid "" "Outgoing mail servers are disabled by archiving the existing ones and adding" " a fake one." msgstr "" -#: ../../content/administration/upgrade.rst:212 +#: ../../content/administration/upgrade.rst:210 msgid "" "Payment providers and delivery carriers are reset to the test environment." msgstr "" -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:211 msgid "" "Bank synchronization is disabled. Should you want to test the " "synchronization, contact your bank synchronization provider to get sandbox " "credentials." msgstr "" -#: ../../content/administration/upgrade.rst:216 +#: ../../content/administration/upgrade.rst:214 msgid "" "Testing as many of your business flows as possible is strongly recommended " "to ensure they are working correctly and to get more familiar with the new " "version." msgstr "" -#: ../../content/administration/upgrade.rst:219 +#: ../../content/administration/upgrade.rst:217 msgid "Basic test checklist" msgstr "" -#: ../../content/administration/upgrade.rst:221 +#: ../../content/administration/upgrade.rst:219 msgid "" "Are there views that are deactivated in your test database but active in " "your production database?" msgstr "" -#: ../../content/administration/upgrade.rst:223 +#: ../../content/administration/upgrade.rst:221 msgid "Are your usual views still displayed correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:224 +#: ../../content/administration/upgrade.rst:222 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" -#: ../../content/administration/upgrade.rst:225 +#: ../../content/administration/upgrade.rst:223 msgid "Are your website pages working correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:226 +#: ../../content/administration/upgrade.rst:224 msgid "" "Are you able to create and modify records? (sales orders, invoices, " "purchases, users, contacts, companies, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:226 msgid "Are there any issues with your mail templates?" msgstr "" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:227 msgid "Are there any issues with saved translations?" msgstr "" -#: ../../content/administration/upgrade.rst:230 +#: ../../content/administration/upgrade.rst:228 msgid "Are your search filters still present?" msgstr "" -#: ../../content/administration/upgrade.rst:231 +#: ../../content/administration/upgrade.rst:229 msgid "Can you export your data?" msgstr "" -#: ../../content/administration/upgrade.rst:235 +#: ../../content/administration/upgrade.rst:233 msgid "" "Checking a random product in your product catalog and comparing its test and" " production data to verify everything is the same (product category, selling" " price, cost price, vendor, accounts, routes, etc.)." msgstr "" -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:236 msgid "Buying this product (Purchase app)." msgstr "" -#: ../../content/administration/upgrade.rst:239 +#: ../../content/administration/upgrade.rst:237 msgid "Confirming the reception of this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:238 msgid "" "Checking if the route to receive this product is the same in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:242 +#: ../../content/administration/upgrade.rst:240 msgid "Selling this product (Sales app) to a random customer." msgstr "" -#: ../../content/administration/upgrade.rst:243 +#: ../../content/administration/upgrade.rst:241 msgid "" "Opening your customer database (Contacts app), selecting a customer (or " "company), and checking its data." msgstr "" -#: ../../content/administration/upgrade.rst:245 +#: ../../content/administration/upgrade.rst:243 msgid "Shipping this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:246 +#: ../../content/administration/upgrade.rst:244 msgid "" "Checking if the route to ship this product is the same as in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:248 +#: ../../content/administration/upgrade.rst:246 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:249 +#: ../../content/administration/upgrade.rst:247 msgid "" "Crediting the invoice (issuing a credit note) and checking if it behaves as " "in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:251 +#: ../../content/administration/upgrade.rst:249 msgid "Checking your reports' results (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:250 msgid "" "Randomly checking your taxes, currencies, bank accounts, and fiscal year " "(Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:253 +#: ../../content/administration/upgrade.rst:251 msgid "" "Making an online order (Website apps) from the product selection in your " "shop until the checkout process and checking if everything behaves as in " "your production database." msgstr "" -#: ../../content/administration/upgrade.rst:256 +#: ../../content/administration/upgrade.rst:254 msgid "" "This list is **not** exhaustive. Extend the example to your other apps based" " on your use of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:258 +#: ../../content/administration/upgrade.rst:256 msgid "" "If you face an issue while testing your upgraded test database, you can " "request the assistance of Odoo via the `support page " @@ -9014,7 +10345,7 @@ msgid "" "database." msgstr "" -#: ../../content/administration/upgrade.rst:263 +#: ../../content/administration/upgrade.rst:261 msgid "" "You might encounter significant differences with standard views, features, " "fields, and models during testing. Those changes cannot be reverted on a " @@ -9023,39 +10354,39 @@ msgid "" "module to make it compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:269 +#: ../../content/administration/upgrade.rst:267 msgid "Do not forget to test:" msgstr "" -#: ../../content/administration/upgrade.rst:271 +#: ../../content/administration/upgrade.rst:269 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:272 +#: ../../content/administration/upgrade.rst:270 msgid "" "Workflows between different apps (online sales with eCommerce, converting a " "lead all the way to a sales order, delivery of products, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:274 +#: ../../content/administration/upgrade.rst:272 msgid "Data exports" msgstr "" -#: ../../content/administration/upgrade.rst:275 +#: ../../content/administration/upgrade.rst:273 msgid "Automated actions" msgstr "Ações automatizadas" -#: ../../content/administration/upgrade.rst:276 +#: ../../content/administration/upgrade.rst:274 msgid "" "Server actions in the action menu on form views, as well as by selecting " "multiple records on list views" msgstr "" -#: ../../content/administration/upgrade.rst:282 +#: ../../content/administration/upgrade.rst:280 msgid "Upgrading the production database" msgstr "" -#: ../../content/administration/upgrade.rst:284 +#: ../../content/administration/upgrade.rst:282 msgid "" "Once the :ref:`tests ` are completed and you are " "confident that the upgraded database can be used as your main database " @@ -9064,63 +10395,63 @@ msgid "" "`support page `__." msgstr "" -#: ../../content/administration/upgrade.rst:289 +#: ../../content/administration/upgrade.rst:287 msgid "" "Your production database will be unavailable during its upgrade. Therefore, " "we recommend planning the upgrade at a time when the use of the database is " "minimal." msgstr "" -#: ../../content/administration/upgrade.rst:292 +#: ../../content/administration/upgrade.rst:290 msgid "" "As the standard upgrade scripts and your database are constantly evolving, " "it is also recommended to frequently request another upgraded test database " "to ensure that the upgrade process is still successful, especially if it " -"takes a long time to finish. Fully rehearsing the upgrade process the day " -"before upgrading the production database is also recommended." +"takes a long time to finish. **Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended.**" msgstr "" -#: ../../content/administration/upgrade.rst:298 +#: ../../content/administration/upgrade.rst:296 msgid "Going into production without first testing may lead to:" msgstr "" -#: ../../content/administration/upgrade.rst:300 +#: ../../content/administration/upgrade.rst:298 msgid "Users failing to adjust to the changes and new features" msgstr "" -#: ../../content/administration/upgrade.rst:301 +#: ../../content/administration/upgrade.rst:299 msgid "" "Business interruptions (e.g., no longer having the possibility to validate " "an action)" msgstr "" -#: ../../content/administration/upgrade.rst:302 +#: ../../content/administration/upgrade.rst:300 msgid "" "Poor customer experience (e.g., an eCommerce website that does not work " "correctly)" msgstr "" -#: ../../content/administration/upgrade.rst:304 +#: ../../content/administration/upgrade.rst:302 msgid "" "The process of upgrading a production database is similar to upgrading a " "test database with a few exceptions." msgstr "" -#: ../../content/administration/upgrade.rst:311 +#: ../../content/administration/upgrade.rst:309 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "`, except for the purpose option, which must " "be set to :guilabel:`Production` instead of :guilabel:`Test`." msgstr "" -#: ../../content/administration/upgrade.rst:316 +#: ../../content/administration/upgrade.rst:314 msgid "" "Once the upgrade is requested, the database will be unavailable until the " "upgrade is finished. Once the process is completed, it is impossible to " "revert to the previous version." msgstr "" -#: ../../content/administration/upgrade.rst:322 +#: ../../content/administration/upgrade.rst:320 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "` on the :guilabel:`Production` branch." @@ -9130,7 +10461,7 @@ msgstr "" msgid "View from the upgrade tab" msgstr "" -#: ../../content/administration/upgrade.rst:328 +#: ../../content/administration/upgrade.rst:326 msgid "" "The process is **triggered as soon as a new commit is made** on the branch. " "This allows the upgrade process to be synchronized with the deployment of " @@ -9138,7 +10469,7 @@ msgid "" "the upgrade process is triggered immediately." msgstr "" -#: ../../content/administration/upgrade.rst:334 +#: ../../content/administration/upgrade.rst:332 msgid "" "The database is unavailable throughout the process. If anything goes wrong, " "the platform automatically reverts the upgrade, as it would be for a regular" @@ -9146,21 +10477,23 @@ msgid "" "created." msgstr "" -#: ../../content/administration/upgrade.rst:338 +#: ../../content/administration/upgrade.rst:336 msgid "" "The update of your custom modules must be successful to complete the entire " "upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." +":guilabel:`successful` before trying it in production. More information on " +"how to upgrade your custom modules can be found on " +":doc:`/developer/howtos/upgrade_custom_db`." msgstr "" -#: ../../content/administration/upgrade.rst:346 +#: ../../content/administration/upgrade.rst:343 msgid "" "The command to upgrade a database to production is similar to the one of " "upgrading a test database except for the argument `test`, which must be " "replaced by `production`:" msgstr "" -#: ../../content/administration/upgrade.rst:353 +#: ../../content/administration/upgrade.rst:350 msgid "" "An upgraded production database can also be requested via the `Upgrade page " "`_. Once the database is uploaded, any " @@ -9169,7 +10502,7 @@ msgid "" "process." msgstr "" -#: ../../content/administration/upgrade.rst:360 +#: ../../content/administration/upgrade.rst:357 msgid "" "When requesting an upgraded database for production purposes, the copy is " "submitted without a filestore. Therefore, the upgraded database filestore " @@ -9177,7 +10510,7 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:364 +#: ../../content/administration/upgrade.rst:361 msgid "" "In case of an issue with your production database, you can request the " "assistance of Odoo via the `support page " @@ -9185,92 +10518,92 @@ msgid "" "related to the upgrade in production." msgstr "" -#: ../../content/administration/upgrade.rst:372 +#: ../../content/administration/upgrade.rst:369 msgid "Service-level agreement (SLA)" msgstr "" -#: ../../content/administration/upgrade.rst:374 +#: ../../content/administration/upgrade.rst:371 msgid "" "With Odoo Enterprise, upgrading a database to the most recent version of " "Odoo is **free**, including any support required to rectify potential " "discrepancies in the upgraded database." msgstr "" -#: ../../content/administration/upgrade.rst:377 +#: ../../content/administration/upgrade.rst:374 msgid "" "Information about the upgrade services included in the Enterprise Licence is" " available in the :ref:`Odoo Enterprise Subscription Agreement `. " "However, this section clarifies what upgrade services you can expect." msgstr "" -#: ../../content/administration/upgrade.rst:382 +#: ../../content/administration/upgrade.rst:379 msgid "Upgrade services covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:384 +#: ../../content/administration/upgrade.rst:381 msgid "" "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " "self-hosted (On-Premise) can benefit from upgrade services at all times for:" msgstr "" -#: ../../content/administration/upgrade.rst:387 +#: ../../content/administration/upgrade.rst:384 msgid "the upgrade of all **standard applications**;" msgstr "" -#: ../../content/administration/upgrade.rst:388 +#: ../../content/administration/upgrade.rst:385 msgid "" "the upgrade of all **customizations created with the Studio app**, as long " "as Studio is still installed and the respective subscription is still " "active; and" msgstr "" -#: ../../content/administration/upgrade.rst:390 +#: ../../content/administration/upgrade.rst:387 msgid "" "the upgrade of all **developments and customizations covered by a " "maintenance of customizations subscription**." msgstr "" -#: ../../content/administration/upgrade.rst:393 +#: ../../content/administration/upgrade.rst:390 msgid "" "Upgrade services are limited to the technical conversion and adaptation of a" " database (standard modules and data) to make it compatible with the version" " targeted by the upgrade." msgstr "" -#: ../../content/administration/upgrade.rst:397 +#: ../../content/administration/upgrade.rst:394 msgid "Upgrade services not covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:399 +#: ../../content/administration/upgrade.rst:396 msgid "The following upgrade-related services are **not** included:" msgstr "" -#: ../../content/administration/upgrade.rst:401 +#: ../../content/administration/upgrade.rst:398 msgid "" "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" -#: ../../content/administration/upgrade.rst:402 +#: ../../content/administration/upgrade.rst:399 msgid "" "the upgrade of **custom modules created in-house or by third parties**, " "including Odoo partners;" msgstr "" -#: ../../content/administration/upgrade.rst:403 +#: ../../content/administration/upgrade.rst:400 msgid "" "lines of **code added to standard modules**, i.e., customizations created " "outside the Studio app, code entered manually, and :ref:`automated actions " "using Python code `; and" msgstr "" -#: ../../content/administration/upgrade.rst:406 +#: ../../content/administration/upgrade.rst:403 msgid "**training** on using the upgraded version's features and workflows." msgstr "" -#: ../../content/administration/upgrade.rst:409 +#: ../../content/administration/upgrade.rst:406 msgid ":doc:`Odoo.sh documentation `" msgstr "" -#: ../../content/administration/upgrade.rst:410 +#: ../../content/administration/upgrade.rst:407 msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/pt_BR/LC_MESSAGES/finance.po b/locale/pt_BR/LC_MESSAGES/finance.po index 56dac9df2..24668ae1c 100644 --- a/locale/pt_BR/LC_MESSAGES/finance.po +++ b/locale/pt_BR/LC_MESSAGES/finance.po @@ -8,8 +8,8 @@ # Marcelo Costa , 2023 # grazziano , 2023 # Jonas Vieira de Souza, 2023 -# Silmar , 2023 # Marcos Rodrigues, 2023 +# Silmar , 2023 # Éder Brito , 2023 # Luis Gustavo Almeida , 2023 # braydon ehnes, 2023 @@ -18,16 +18,16 @@ # a75f12d3d37ea5bf159c4b3e85eb30e7_0fa6927, 2023 # Luis Felipe Miléo , 2023 # Wil Odoo, 2023 -# Maitê Dietze, 2023 +# Maitê Dietze, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Maitê Dietze, 2023\n" +"Last-Translator: Maitê Dietze, 2024\n" "Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -189,7 +189,9 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "Relatórios" @@ -201,7 +203,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -383,34 +385,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -551,8 +553,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -563,28 +565,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -981,9 +988,9 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 @@ -1878,7 +1885,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "Reconciliação do Banco" @@ -2740,10 +2747,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "** Conta **" @@ -2759,10 +2764,8 @@ msgstr "** Data de Vencimento **" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2771,10 +2774,8 @@ msgstr "**Débito**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2810,8 +2811,8 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -2829,6 +2830,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -2844,7 +2851,7 @@ msgstr "Vendas" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -3063,7 +3070,7 @@ msgid ":doc:`payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr "" @@ -3667,350 +3674,407 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "Pré-requisitos" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" +msgid "" +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" +msgid "Deferred revenue report" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "Criar novo registro" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "Modelos de receita diferida" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 +msgid "" +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 @@ -4167,7 +4231,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4239,48 +4303,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4290,26 +4418,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "" @@ -4489,22 +4805,48 @@ msgstr "" msgid ":doc:`../reporting/intrastat`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 -msgid "Define an Incoterm" +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +msgid "Define an Incoterm" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 -msgid "Default Incoterm configuration" +msgid "Incoterm location" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 +msgid "Default Incoterm configuration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 +msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " ":menuselection:`Accounting/Invoicing --> Configuration --> Settings`, scroll" @@ -5522,6 +5864,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "Plano de contas" @@ -6619,7 +6962,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -6732,11 +7075,12 @@ msgstr "Tipos de conta" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "Balanço patrimonial" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "Ativos" @@ -6841,70 +7185,64 @@ msgstr "Outro" msgid "Off-Balance Sheet" msgstr "Fora do balanço" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "Marcadores" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "Grupos de contas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -6914,17 +7252,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -6938,7 +7276,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -6949,17 +7287,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -6967,7 +7305,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -6978,11 +7316,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "Obsoleto" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -6990,29 +7328,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7560,7 +7898,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -7787,22 +8125,23 @@ msgstr "Pagamentos" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 @@ -7810,9 +8149,6 @@ msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -7828,174 +8164,195 @@ msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:39 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" +msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -8039,11 +8396,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -8055,7 +8412,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -8065,17 +8422,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -8088,13 +8445,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr "" @@ -8804,253 +9161,91 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "Registre uma transferência interna" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -9237,71 +9432,77 @@ msgstr "Ativar métodos de pagamento de cheques" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " "module is required to print U.S. checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "Estados Unidos" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" "Para os Estados Unidos, Odoo oferece suporte por padrão aos formatos de " "seleção de:" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "Pague uma conta de fornecedor com cheque" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "O pagamento a um fornecedor com cheque é feito em três etapas:" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "impressão de cheques em lote para todos os pagamentos registrados" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "Registrar um pagamento em cheque" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -9309,11 +9510,11 @@ msgid "" " :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "Imprimir cheques" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -9321,7 +9522,7 @@ msgid "" "reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -11598,6 +11799,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "Pré-requisitos" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "Periodicidade de declaração de imposto" @@ -11739,7 +11945,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" @@ -11995,9 +12201,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -12007,10 +12214,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -12019,444 +12226,458 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" +msgid "Activate sales taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" -msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" +msgstr "Cálculo de impostos" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "Opções Básicas" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "Nome do imposto" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "Cálculo de Impostos" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " ":ref:`affects the base of the subsequent ones `." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "Imposto" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "Total" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "1.000" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:102 +msgid "" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "1,100.00" +msgstr "" + #: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" -msgstr "**Porcentagem do preço**" +msgid "**Percentage of Price Tax Included**" +msgstr "**Porcentagem do preço com impostos**" #: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 -msgid "1,100.00" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:130 -msgid "**Percentage of Price Tax Included**" -msgstr "**Porcentagem do preço com impostos**" - -#: ../../content/applications/finance/accounting/taxes.rst:132 -msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:134 -msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:141 msgid "111.11" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 +#: ../../content/applications/finance/accounting/taxes.rst:127 msgid "1,111.11" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:130 +msgid "**Python code**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:132 +msgid "" +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:138 +msgid "" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "Ativo" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "Escopo de imposto" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:177 -msgid "Definition tab" +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:179 +msgid "Definition tab" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "**Baseado Em**:" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" -msgstr "Guia Opções Avançadas" - -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "Rótulo em faturas" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:204 +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" +msgid "The label on invoices is displayed on each invoice line" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "Grupo de impostos" +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:216 +#: ../../content/applications/finance/accounting/taxes.rst:217 msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "Incluir em custos analíticos" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "Incluído no preço" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "Afeta a base de impostos subsequentes" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -12467,15 +12688,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr "" @@ -12595,6 +12820,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -13378,108 +13604,56 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -"Um imposto retido na fonte, também denominado imposto de retenção, é uma " -"exigência governamental para que o pagador de uma fatura de cliente retenha " -"ou deduza o imposto do pagamento e pague esse imposto ao governo. Na maioria" -" das jurisdições, o imposto retido na fonte se aplica à renda do trabalho." -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -"Com impostos normais, o imposto é adicionado ao subtotal para dar a você o " -"total a pagar. Ao contrário dos impostos normais, os impostos retidos na " -"fonte são deduzidos do valor a pagar, uma vez que o imposto será pago pelo " -"cliente." -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" -msgstr "A título de exemplo, na Colômbia você pode ter a seguinte fatura:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" +msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -"Neste exemplo, a ** empresa ** que enviou a fatura deve R$ 20 de impostos ao" -" ** governo ** e o ** cliente ** deve R$ 10 de impostos ao ** governo **." -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -"Em Odoo, um imposto retido na fonte é definido pela criação de um imposto " -"negativo. Para uma retenção de 10%, você configuraria o seguinte imposto " -"(acessível através de: seleção de menus: `Configuração -> Impostos`):" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -"Para que apareça como uma retenção na fatura, você deve definir um grupo de " -"impostos específico ** Retenção ** em seu imposto, na guia ** Opções " -"Avançadas **." -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" -"Uma vez que o imposto é definido, você pode usá-lo em seus produtos, pedidos" -" de venda ou faturas." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" -"Se a retenção for uma porcentagem de um imposto normal, crie um imposto com " -"** Cálculo de imposto ** como um ** Grupo de imposto ** e defina os dois " -"impostos neste grupo (imposto normal e retenção)." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "Aplicação de impostos de retenção em faturas" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" -"Uma vez que seu imposto é criado, você pode usá-lo em formulários de " -"clientes, pedidos de vendas ou faturas de clientes. Você pode aplicar vários" -" impostos em uma única linha de fatura do cliente." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" -"Ao ver a fatura do cliente na tela, você obtém apenas uma ** linha de " -"Impostos ** resumindo todos os impostos (impostos e retenções normais). Mas " -"quando você imprime ou envia a nota fiscal, Odoo faz o agrupamento correto " -"entre todos os impostos." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." -msgstr "" -"A fatura impressa mostrará os diferentes valores em cada grupo de impostos." #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 msgid "TaxCloud integration" @@ -13487,13 +13661,20 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr "" @@ -13568,7 +13749,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "Contas do fornecedor" @@ -13587,6 +13768,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -13816,6 +14001,12 @@ msgstr "Decrescente" msgid "Declining Then Straight Line" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -13826,6 +14017,13 @@ msgstr "" msgid "Configure an Assets Account" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "" @@ -13836,12 +14034,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "" @@ -13855,12 +14051,10 @@ msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -13876,18 +14070,29 @@ msgid "" "automation>` for these products." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " "click on the account, and select the right one." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "Entradas de Ativos" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "Criar novo registro" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -13923,6 +14128,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -14104,6 +14313,13 @@ msgid "" "with the right asset account." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "" @@ -14123,6 +14339,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -14148,243 +14368,189 @@ msgid "" "account`)." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" +msgid "Deferred expenses" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "Modelos de despesas diferidas" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 -msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 -msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 @@ -14632,8 +14798,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -14690,6 +14856,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -17026,7 +17194,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "" @@ -17109,7 +17277,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "" @@ -17276,7 +17444,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "Uso e teste" @@ -18341,29 +18509,1654 @@ msgstr "" msgid "Australia" msgstr "Austrália" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "Folha de pagamento australiana - Employment Hero" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "Compras" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "Folha de pagamento" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "Folha de pagamento australiana - Employment Hero" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -18376,7 +20169,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -18386,13 +20179,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -18402,15 +20198,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -18423,20 +20219,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -18446,7 +20242,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -18542,7 +20338,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -18560,22 +20356,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -18636,7 +20432,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -18742,12 +20538,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -18847,10 +20637,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -19093,12 +20879,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Faturamento eletrônico" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -19107,38 +21262,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -19146,7 +21301,7 @@ msgid "" "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -19154,76 +21309,76 @@ msgid "" "`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "Odoo Online" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "Odoo.sh" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "No local" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "Certificado" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -19231,52 +21386,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -19285,7 +21440,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -19293,17 +21448,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -19312,7 +21467,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "um RS-232 serial-pelo-adaptor USB por FDM" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "uma impressora de recibos" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "módulo caixa preta" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -19360,7 +21515,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -19375,25 +21530,25 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "IoT Box" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -19401,19 +21556,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -19425,7 +21580,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -19433,17 +21588,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -20155,10 +22310,6 @@ msgstr "" "Observe que cada chamada de |API| incorre em um custo. Esteja atento às " "ações que acionam essas chamadas para gerenciar os custos de modo eficaz." -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "Cálculo de impostos" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "Cálculos de impostos sobre cotações e pedidos de vendas" @@ -20376,7 +22527,7 @@ msgstr "" "subsequentes." #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -20649,7 +22800,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -20679,7 +22830,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -20694,12 +22845,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -20712,24 +22861,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -20737,110 +22879,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -20848,11 +22990,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -20861,15 +23003,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -20877,11 +23019,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -20891,50 +23033,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -20945,29 +23087,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -20975,19 +23117,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "Certificado" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -20995,24 +23137,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -21023,13 +23165,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "Multimoedas" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -21038,12 +23180,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -21051,43 +23193,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr ":guilabel:`E-mail`." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -21097,13 +23239,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -21114,56 +23256,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "Caixa 1." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "Caixa 2." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -21171,32 +23313,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -21205,7 +23347,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -21213,7 +23355,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -21221,11 +23363,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -21234,7 +23376,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -21243,14 +23385,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -21258,11 +23400,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -21273,14 +23415,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -21288,60 +23430,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "Transferir Contas" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "Taxa de conversão" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -21353,11 +23495,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -21370,32 +23512,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -21405,7 +23547,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -21418,7 +23560,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -21429,7 +23571,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -21442,7 +23584,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -21453,26 +23595,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -21481,21 +23623,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "" @@ -21503,11 +23645,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -21521,14 +23663,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21539,36 +23681,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -21576,11 +23718,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -21593,12 +23735,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "Erros comuns" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -21690,34 +23832,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -21732,16 +23874,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "Casos de uso" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -21755,11 +23897,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -21773,7 +23915,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -21783,17 +23925,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -21807,23 +23949,23 @@ msgid "" "code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -21834,7 +23976,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -21844,16 +23986,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -21865,55 +24007,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "Aceitação" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -21925,11 +24067,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "Resgatar" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -21944,7 +24086,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -21952,12 +24094,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21965,7 +24107,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21973,14 +24115,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21990,46 +24132,46 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -22040,13 +24182,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -22057,7 +24199,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -22067,18 +24209,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -22087,7 +24229,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -22095,7 +24237,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -22105,7 +24247,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -22113,18 +24255,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -22132,7 +24274,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -22142,7 +24284,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -22156,7 +24298,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -22170,7 +24312,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -22180,11 +24322,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -22194,7 +24336,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -22202,18 +24344,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -22221,13 +24363,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -22237,14 +24379,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -22252,11 +24394,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -22267,11 +24409,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -22283,11 +24425,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -22298,32 +24440,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -22336,20 +24478,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -22362,12 +24504,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -22378,7 +24520,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -22390,31 +24532,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -22426,31 +24568,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -22458,23 +24600,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -22482,7 +24624,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -22495,21 +24637,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -22520,17 +24662,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -22541,7 +24683,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -22549,11 +24691,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -22565,19 +24707,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -22589,18 +24731,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "Devoluções" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -22612,7 +24754,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -22622,24 +24764,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -22647,7 +24789,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -22662,11 +24804,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -22675,13 +24817,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -22692,7 +24834,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -22703,7 +24845,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -24754,8 +26896,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" @@ -25773,7 +27915,7 @@ msgstr "Movimentações" #: ../../content/applications/finance/fiscal_localizations/france.rst:238 msgid "Count" -msgstr "Contar" +msgstr "Total" #: ../../content/applications/finance/fiscal_localizations/france.rst:238 msgid "Percentage" @@ -26333,7 +28475,6 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -32304,7 +34445,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -32898,15 +35039,12 @@ msgid "Spain" msgstr "Espanha" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" +msgid "Spanish chart of accounts" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" -"No Odoo, existem vários planos de contas espanhóis disponíveis por padrão:" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 msgid "PGCE PYMEs 2008" @@ -32922,44 +35060,57 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -"Você pode escolher o que deseja acessando: seleção de menus: ʻContabilidade " -"-> Configuração` e então escolher o pacote que deseja na seção ** " -"Localização Fiscal **." -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "Relatórios de contabilidade espanhóis" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -"Se a Localização Contábil Espanhola for instalada, você terá acesso a " -"relatórios contábeis específicos da Espanha:" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 msgid "Tax Report (Modelo 111)" msgstr "Relatório Fiscal (Modelo 111)" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 msgid "Tax Report (Modelo 115)" msgstr "Relatório Fiscal (Modelo 115)" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "Suíça" @@ -33186,17 +35337,6 @@ msgstr "" msgid "TVA 7.7%" msgstr "TVA 7.7%" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "Compras" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -33871,10 +36011,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "Folha de pagamento" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -34338,6 +36474,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -34345,6 +36482,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -34369,7 +36507,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -34935,10 +37072,10 @@ msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -35357,8 +37494,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -36003,17 +38140,26 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -36510,30 +38656,37 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " "saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -37137,11 +39290,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "Modelos" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -37150,7 +39316,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -37160,40 +39326,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "Funções" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -37204,11 +39371,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -37217,28 +39384,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -37246,7 +39413,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -37254,7 +39421,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -37266,28 +39433,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -37296,7 +39463,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -37307,7 +39474,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -37315,11 +39482,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -37328,7 +39495,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -37339,76 +39506,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -37416,20 +39584,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -37437,33 +39605,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -37471,19 +39639,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -37493,7 +39661,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po b/locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po index dcdbb93f8..8328260af 100644 --- a/locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/pt_BR/LC_MESSAGES/inventory_and_mrp.po @@ -12,8 +12,8 @@ # Martin Trigaux, 2023 # grazziano , 2023 # a75f12d3d37ea5bf159c4b3e85eb30e7_0fa6927, 2023 -# Luis Felipe Miléo , 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 +# Luis Felipe Miléo , 2024 # Maitê Dietze, 2024 # #, fuzzy @@ -21,7 +21,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Maitê Dietze, 2024\n" "Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n" @@ -59,70 +59,270 @@ msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" -msgstr "Processo para um ajuste de estoque com códigos de barras" +msgid "Apply inventory adjustments with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -"Para processar um ajuste de estoque usando códigos de barras, primeiro você " -"precisa abrir o aplicativo *Código de Barras*. Em seguida, no aplicativo, " -"clique em *Ajustes de estoque*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -"Para trabalhar totalmente com códigos de barras, você pode baixar a planilha" -" *Comandos para Inventário*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" -"Depois de clicar em *Ajustes de inventário*, o Odoo criará um " -"automaticamente. Observe que, se você trabalha com vários locais, primeiro " -"precisa especificar em qual local o ajuste de estoque ocorre." #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" -"Se você não trabalha com múltiplos locais, poderá escanear os diferentes " -"produtos que deseja incluir no ajuste de estoque." #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -"Se você tiver 5 artigos idênticos, digitalize cinco vezes ou use o teclado " -"para definir a quantidade." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -"Além de usar o leitor de código de barras, você também pode adicionar " -"manualmente um produto, se necessário. Para isso, clique em *Adicionar " -"Produto* e preencha os dados manualmente." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "Você sabia?" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" -"Depois de escanear todos os itens do local, valide o inventário manualmente " -"ou escaneie o código de barras *Validar*." #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:6 @@ -1057,6 +1257,9 @@ msgstr "Número do lote" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1086,6 +1289,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1396,141 +1600,661 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "Recebimentos" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "Pedidos de entrega" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "Transferências internas" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" +msgid "Create and process transfers with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "Crie uma transferência interna" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 @@ -2966,104 +3690,170 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" -msgstr "Qual é a diferença entre lotes e números de série?" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "Introdução" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 -msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +msgid "Difference between lots and serial numbers" msgstr "" -"No Odoo, os lotes e os números de série têm semelhanças em seu sistema " -"funcional, mas são diferentes em seu comportamento. Ambos são gerenciados no" -" aplicativo ** Inventário **, ** Compras ** e ** Vendas **." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -"** Lotes ** correspondem a um determinado número de produtos que você " -"recebeu e armazena em um único pacote." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -"** Números de série ** são números de identificação atribuídos a um produto " -"em particular, para permitir rastrear o histórico do item desde a recepção " -"até a entrega e pós-venda." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" -msgstr "Quando usar" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -"** Lotes ** são interessantes para produtos que você recebe em grande " -"quantidade e para os quais um número de lote pode ajudar em relatórios, " -"controles de qualidade ou qualquer outra informação. Os lotes ajudarão a " -"identificar várias peças que apresentam, por exemplo, uma falha de produção." -" Pode ser útil para a produção em lote de roupas ou alimentos." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" -"** Os números de série ** são interessantes para itens que podem exigir " -"serviço pós-venda, como smartphones, laptops, geladeiras e quaisquer " -"dispositivos eletrônicos. Você pode usar o número de série do fabricante ou " -"o seu próprio, dependendo da maneira como você gerencia esses produtos" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" +msgstr ":doc:`lots`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "Quando não usar" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" -"Armazenar produtos consumíveis como papel de cozinha, papel higiênico, " -"canetas e blocos de papel em lotes não faria sentido, pois há muito poucas " -"chances de você poder devolvê-los por falha de produção." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" -"Por outro lado, atribuir um número de série a cada produto é uma tarefa " -"demorada que terá uma finalidade apenas no caso de itens que tenham garantia" -" e / ou serviço pós-venda. Colocar um número de série no pão, por exemplo, " -"não faz sentido algum." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr ":doc:`serial_numbers`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" -msgstr ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "Rastreabilidade" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 msgid "Expiration dates" @@ -3572,17 +4362,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3592,10 +4371,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3710,23 +4485,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3734,13 +4509,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3749,7 +4524,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3762,7 +4537,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3770,19 +4545,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3794,7 +4569,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3802,7 +4577,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3817,13 +4592,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -3832,51 +4607,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -3886,14 +4661,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -3901,7 +4676,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -3910,12 +4685,12 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -3927,7 +4702,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -3936,38 +4711,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -3977,7 +4752,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -3989,39 +4764,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "Lotes de rastreabilidade" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -4029,7 +4804,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -4039,10 +4814,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -4566,6 +5339,11 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -4960,7 +5738,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "" @@ -6255,7 +7033,7 @@ msgstr "Receber mercadorias diretamente (1 etapa)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "" @@ -6270,7 +7048,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6332,11 +7110,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "Entregar mercadorias diretamente (1 etapa)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6345,7 +7123,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6356,7 +7134,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6367,12 +7145,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6382,7 +7160,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6718,49 +7496,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6774,7 +7560,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6783,7 +7569,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6792,7 +7578,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6803,7 +7589,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6816,11 +7602,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -6829,7 +7615,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -6844,11 +7630,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -6856,7 +7642,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8700,6 +9486,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "Fluxo de trabalho" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -8833,6 +9786,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9365,6 +10319,624 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "5" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "2" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "1" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "Data de expiração" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "3" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -9814,44 +11386,102 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "Baseado em" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -9860,633 +11490,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" +msgstr "FIFO" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" +msgstr "Local mais próximo" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "" +msgid "Least Packages" +msgstr "Menos pacotes" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "Números de lote e série" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "Embalagens" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "Local mais próximo" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -10942,10 +12144,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "Embalagens" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12249,20 +13447,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12271,14 +13469,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -15161,8 +16359,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -15171,53 +16370,320 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 @@ -15813,10 +17279,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "Rastreabilidade" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/pt_BR/LC_MESSAGES/marketing.po b/locale/pt_BR/LC_MESSAGES/marketing.po index 0380ac057..07c874a0e 100644 --- a/locale/pt_BR/LC_MESSAGES/marketing.po +++ b/locale/pt_BR/LC_MESSAGES/marketing.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Maitê Dietze, 2024\n" "Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n" @@ -859,8 +859,8 @@ msgid "" "look like this:" msgstr "" "Quando o recurso :guilabel:`Campanhas de e-mail` *está* ativado, opções " -"adicionais de :guilabel:`Marketing` aparecem na guia :guilabel:`Definições`," -" que têm a seguinte aparência:" +"adicionais de :guilabel:`Marketing` aparecem na aba :guilabel:`Definições`, " +"que têm a seguinte aparência:" #: ../../content/applications/marketing/email_marketing.rst-1 msgid "" @@ -2035,8 +2035,8 @@ msgid "" "In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` " "and/or :guilabel:`Ticket instructions`." msgstr "" -"Na guia :guilabel:`Notas`, há a opção de adicionar uma :guilabel:`Nota` e/ou" -" :guilabel:`Instruções do ingresso`." +"Na aba :guilabel:`Notas`, há a opção de adicionar uma :guilabel:`Nota` e/ou " +":guilabel:`Instruções do ingresso`." #: ../../content/applications/marketing/events/event_essentials.rst:138 msgid "" @@ -7038,7 +7038,7 @@ msgid "" " account that grants permission is the administrator for the page. It should" " also be noted that different pages can be added for different streams." msgstr "" -"Uma página :guilabel:`Facebook` pode ser adicionada desde que a conta " +"Uma página :guilabel:`Facebook` pode ser adicionada desde que a conta do " ":guilabel:`Facebook` que concede a permissão seja administrador da página. " "Também é possível adicionar páginas diferentes para streams diferentes." @@ -7560,6 +7560,9 @@ msgid "" "When all the desired settings have been entered, click :guilabel:`Save & " "Close` to save the campaign and return to the social media post detail form." msgstr "" +"Quando todas as configurações desejadas tiverem sido inseridas, clique em " +":guilabel:`Salvar e Fechar` para salvar a campanha e retornar ao formulário " +"de detalhes da publicação de rede social." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:287 msgid "When" @@ -7571,6 +7574,10 @@ msgid "" "have Odoo publish the post immediately, or :guilabel:`Schedule later` to " "have Odoo publish the post at a later date and time." msgstr "" +"Em seguida, no campo :guilabel:`Quando`, escolha :guilabel:`Enviar agora` " +"para que o Odoo publique a publicação imediatamente ou :guilabel:`Agendar " +"para mais tarde` para que o Odoo faça a publicação em uma data e hora " +"posteriores." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:293 msgid "" @@ -7578,12 +7585,17 @@ msgid "" "field appears. Clicking the empty field reveals a pop-up calendar, in which " "a future date and time can be designated." msgstr "" +"Se a opção :guilabel:`Agendar para mais tarde` for selecionada, um novo " +"campo :guilabel:`Data programada` será exibido. Clicar no campo vazio revela" +" um calendário pop-up, no qual uma data e hora futuras podem ser indicadas." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "Schedule date pop-up window that appears on social media post detail form in" " Odoo." msgstr "" +"Janela pop-up de data de agendamento que aparece no formulário de detalhes " +"da publicação de rede social no Odoo." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:300 msgid "" @@ -7591,6 +7603,10 @@ msgid "" " will promptly publish the post at that specific date and time on the pre-" "detemined social media account(s)." msgstr "" +"Depois de selecionar a data e a hora desejadas, clique em " +":guilabel:`Aplicar`. Em seguida, o Odoo fará a publicação pontualmente " +"naquela data e hora específicas na(s) conta(s) de rede social pré-" +"determinada(s)." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:304 msgid "" @@ -7598,12 +7614,18 @@ msgid "" "media post detail form changes to :guilabel:`Schedule`. Be sure to click " ":guilabel:`Schedule` after completing the social media post detail form." msgstr "" +"Se estiver agendando uma publicação, o botão :guilabel:`Publicar` na parte " +"superior do formulário de detalhes da publicação de rede social mudará para " +":guilabel:`Agendar`. Certifique-se de clicar em :guilabel:`Agendar` depois " +"de preencher o formulário de detalhes da publicação de rede social." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:308 msgid "" "Doing so, locks in that specific date/time for Odoo to send the post, and it" " changes the status of the post to :guilabel:`Scheduled`." msgstr "" +"Ao fazer isso, o Odoo firma essa data/hora específica para enviar a " +"publicação e altera o status dela para :guilabel:`Agendado`." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:312 msgid "Push Notification Options" @@ -7615,14 +7637,20 @@ msgid "" "the :guilabel:`Post on` field, a specific :guilabel:`Push Notification " "Options` section appears at the bottom of the social media post detail form." msgstr "" +"Se uma (ou várias) opções de :guilabel:`[Notificação push]` forem escolhidas" +" no campo :guilabel:`Publicar em`, uma seção específica :guilabel:`Opções de" +" notificação push` será exibida na parte inferior do formulário de detalhes " +"da publicação de rede social." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "Push notification options section on a social media post detail form." msgstr "" +"Seção de opções de notificação push em um formulário de detalhes da " +"publicação de rede social." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:322 msgid "It should be noted that *none* of these fields are required." -msgstr "" +msgstr "Observe que *nenhum* desses campos é obrigatório." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:324 msgid "" @@ -7630,6 +7658,9 @@ msgid "" "field, there is the option to add a custom title to the push notification " "that will be sent." msgstr "" +"O primeiro campo dessa seção é :guilabel:`Título da notificação`. Nesse " +"campo, há a opção de adicionar um título personalizado à notificação push " +"que será enviada." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:327 msgid "" @@ -7638,6 +7669,10 @@ msgid "" "Then, once a visitor reaches that specific page, Odoo will display the push " "notification." msgstr "" +"Para designar uma página específica no site que deve acionar essa " +"notificação push, insira o URL dessa página no campo :guilabel:`URL alvo`. " +"Então, quando um visitante chegar a essa página específica, o Odoo exibirá a" +" notificação push." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:331 msgid "" @@ -7645,6 +7680,9 @@ msgid "" " push notification. This is an icon that appears beside the push " "notification." msgstr "" +"Abaixo desse campo, há a opção de adicionar uma :guilabel:`Imagem de ícone` " +"personalizada à notificação push. Trata-se do ícone que aparece ao lado da " +"notificação push." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:334 msgid "" @@ -7653,12 +7691,18 @@ msgid "" "window, in which the desired icon image can be located on the hard drive, " "and subsequently uploaded." msgstr "" +"Para carregar uma nova imagem, clique no ícone :guilabel:`✏️ (lápis)` ao " +"passar o mouse sobre o ícone da câmera :guilabel:`Imagem do ícone`. Isso " +"abre uma janela pop-up, na qual a imagem do ícone desejado pode ser " +"localizada no disco rígido e, então, carregada." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:338 msgid "" "Once that's complete, Odoo automatically updates the visual preview of how " "the icon appears on the push notification." msgstr "" +"Quando isso for concluído, o Odoo atualiza automaticamente a visualização de" +" como o ícone aparece na notificação push." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:342 msgid "" @@ -7668,11 +7712,16 @@ msgid "" "appropriate, pre-determined time, taking the visitor's location into " "consideration." msgstr "" +"Em seguida, se a publicação estiver agendada para ser publicada mais tarde, " +"há a opção de garantir que ela seja enviada no fuso horário do visitante, " +"ativando a opção :guilabel:`Hora local`. Se ativada, o Odoo enviará a " +"publicação no horário adequado e predeterminado, levando em consideração a " +"localização do visitante." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0 msgid "" "The Local Time option in the Push Notification Options section of features." -msgstr "" +msgstr "A opção Hora local na seção Opções de notificação push dos recursos." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:351 msgid "" @@ -7681,30 +7730,43 @@ msgid "" "on certain criteria, and can be applied to match :guilabel:`all` or " ":guilabel:`any` of the rules." msgstr "" +"Depois, há o campo :guilabel:`Comparar registros com`. Esse campo permite se" +" dirigir a um grupo específico de destinatários na base de dados, com base " +"em determinados critérios, e pode ser aplicado para corresponder a " +":guilabel:`todas` ou a :guilabel:`qualquer uma` das regras." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:355 msgid "" "To utilize this field, click the :guilabel:`+ Add condition` button, which " "reveals an equation-like rule field." msgstr "" +"Para utilizar esse campo, clique no botão :guilabel:`+ Adicionar condição `," +" que abre um campo de regra semelhante a uma equação." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:358 msgid "" "In this equation-like rule field, specifiy the specific criteria Odoo should" " take into account when sending this post to a particular target audience." msgstr "" +"Nesse campo de regra do tipo equação, especifique os critérios específicos " +"que o Odoo deve levar em conta ao enviar essa publicação para um determinado" +" público-alvo." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "Push notification conditions set up to match a specific amount of records in" " the database." msgstr "" +"Condições de notificação por push configuradas para corresponder a uma " +"quantidade específica de registros na base de dados." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:365 msgid "" "To add an additional rule, click the :guilabel:`➕ (plus sign) icon` to the " "far-right of the rule." msgstr "" +"Para adicionar outra regra, clique no ícone :guilabel:`➕ (sinal de adição)` " +"na extremidade direita da regra." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:367 msgid "" @@ -7712,20 +7774,27 @@ msgid "" "further specify a target audience), click the unique :guilabel:`branch " "icon`, located to the right of the :guilabel:`➕ (plus sign) icon`." msgstr "" +"Para adicionar uma ramificação (série de regras adicionais com base na regra" +" anterior, para definir melhor o público-alvo), clique no ícone de " +":guilabel:`ramificação`, localizado à direita do ícone :guilabel:`➕ (sinal " +"de adição)`." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:371 msgid "Lastly, click the :guilabel:`🗑️ (trash can) icon` to delete any rule." msgstr "" +"Por fim, clique no ícone :guilabel:`🗑️ (lixeira)` para excluir regras." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:373 msgid "" "The size of the specified target audience of recipients is represented by " "the number of :guilabel:`Records` displayed beneath the rules." msgstr "" +"A dimensão do público-alvo especificado de destinatários é representado pelo" +" número de :guilabel:`Registros` exibido abaixo das regras." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:377 msgid "Posts page" -msgstr "" +msgstr "Página de publicações" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:379 msgid "" @@ -7733,18 +7802,27 @@ msgid "" "Marketing app --> Posts`. Here, on the :guilabel:`Social Posts` page, every " "post that has been created and posted with Odoo can be seen and accessed." msgstr "" +"Para ter uma visão geral completa das publicações, acesse o Odoo " +":menuselection:`app Marketing de redes sociais --> Publicações`. Aqui, na " +"página :guilabel:`Publicações de rede social`, todas as publicações que " +"foram criadas e publicadas com o Odoo podem ser visualizadas e acessadas." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:383 msgid "" "There are four different view options for the :guilabel:`Social Posts` page " "data: *kanban*, *calendar*, *list*, and *pivot*." msgstr "" +"Há quatro opções de visualização diferentes para os dados da página " +":guilabel:`Publicações de rede social`: *kanban*, *calendário*, *lista* e " +"*pivô*." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:386 msgid "" "The view options are located in the upper right corner of the " ":guilabel:`Posts` page, beneath the search bar." msgstr "" +"As opções de visualização estão localizadas no canto superior direito da " +"página :guilabel:`Publicações`, abaixo da barra de pesquisa." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:391 msgid "Kanban view" @@ -7757,21 +7835,29 @@ msgid "" "connected social accounts and posts can be quickly seen, accessed, and " "analyzed." msgstr "" +"Por padrão, o Odoo exibe as publicações em uma visualização kanban. As " +"informações nessa página podem ser ainda mais refinadas pela barra lateral " +"esquerda, onde todas as contas de rede sociais conectadas e suas publicações" +" podem ser rapidamente vistas, acessadas e analisadas." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:397 msgid "" "The kanban view is represented by an :guilabel:`inverted bar graph icon` in " "the upper-right corner." msgstr "" +"A visualização kanban é representada por um :guilabel:`ícone de gráfico de " +"barras invertido` no canto superior direito." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0 msgid "" "Kanban view of the posts page in the Odoo Social Marketing application." msgstr "" +"Visualização Kanban da página de publicações no aplicativo Odoo Marketing de" +" redes sociais." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:404 msgid "Calendar view" -msgstr "" +msgstr "Visualização do calendário" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:406 msgid "" @@ -7780,6 +7866,11 @@ msgid "" "published. This option provides a clear overview of any planned day, week, " "or month, and Odoo displays all drafted, scheduled, and published posts." msgstr "" +"A opção de visualização de calendário exibe uma representação visual das " +"publicações em um formato de calendário mostrando quando elas foram " +"publicadas ou estão programadas para serem publicadas. Essa opção fornece " +"uma visão geral clara de qualquer dia, semana ou mês planejado, e o Odoo " +"exibe todas as publicações em rascunho, programadas e publicadas." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:411 msgid "" @@ -7787,16 +7878,21 @@ msgid "" " social media post can be created, and Odoo will post it on that specific " "date/time." msgstr "" +"Clicar em uma data revela um formulário de detalhes de publicação de rede " +"social em branco, no qual é possível criar uma publicação de rede social que" +" o Odoo publicará na data/hora especificada." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:414 msgid "" "The calendar view is represented by a :guilabel:`calendar icon` in the " "upper-right corner." msgstr "" +"A visão de calendário é representada por um ícone de :guilabel:`calendário` " +"no canto superior direito." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0 msgid "Example of the calendar view in Odoo Social Marketing." -msgstr "" +msgstr "Exemplo da visão de calendário no Odoo Marketing de redes sociais." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:422 msgid "" @@ -7805,6 +7901,10 @@ msgid "" "layout. Each line of the list displays the :guilabel:`Social Accounts`, " ":guilabel:`Message`, and :guilabel:`Status` of every post." msgstr "" +"A opção de visualização de lista é semelhante à opção kanban, mas, em vez de" +" blocos individuais, todas as informações de publicações são exibidas em um " +"layout de lista. Cada linha da lista exibe as :guilabel:`Contas de rede " +"sociais`, :guilabel:`Mensagem` e :guilabel:`Status` das publicações." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:426 msgid "" @@ -7812,16 +7912,23 @@ msgid "" ":guilabel:`Status` and lists all connected :guilabel:`Social Accounts`, as " "well." msgstr "" +"Há também uma barra lateral esquerda útil que organiza todas as publicações " +"por :guilabel:`Status`, além de listar todas as :guilabel:`Contas de redes " +"sociais` conectadas." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:429 msgid "" "The list view is represented by four vertical lines in the upper-right " "corner." msgstr "" +"A visualização de lista é representada por quatro linhas verticais no canto " +"superior direito." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0 msgid "View of the list option on the posts page in Odoo Social Marketing." msgstr "" +"Visualização da opção de lista na página de publicação no Odoo Marketing de " +"redes sociais." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:435 msgid "Pivot view" @@ -7832,22 +7939,32 @@ msgid "" "The pivot view option provides a fully customizable grid table, where " "different measures of data can be added and analyzed." msgstr "" +"A opção de visualização pivô fornece uma tabela de grade totalmente " +"personalizável, na qual diferentes medidas de dados podem ser adicionadas e " +"analisadas." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0 msgid "View of the pivot option on the posts page in Odoo Social Marketing." msgstr "" +"Visualização da opção de pivô na página de publicações no Odoo Marketing de " +"redes sociais." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:444 msgid "" "The pivot view option provides numerous analytical options, allowing for in-" "depth, detailed analysis of various posts and metrics." msgstr "" +"A opção de visualização pivô oferece várias opções analíticas, permitindo " +"uma análise profunda e detalhada de várias publicações e métricas." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:447 msgid "" "Click on any :guilabel:`➕ (plus sign) icon` next to a line in the pivot " "table to reveal more metric options to add to the grid." msgstr "" +"Clique em qualquer ícone de :guilabel:`➕ (sinal de adição)` ao lado de uma " +"linha da tabela de pivô para revelar mais opções de métricas para adicionar " +"à grade." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:450 msgid "" @@ -7855,34 +7972,44 @@ msgid "" "available, located to the right of the :guilabel:`Measures` drop-down menu, " "in the upper-left corner of the :guilabel:`Social Posts` page." msgstr "" +"Na visualização de pivô, há a opção :guilabel:`Inserir em planilha` " +"disponível, localizada à direita do menu suspenso :guilabel:`Medidas`, no " +"canto superior esquerdo da página :guilabel:`Publicações de redes sociais`." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:454 msgid "" "Next to the :guilabel:`Insert in Spreadsheet` are three options, specific to" " the pivot view." msgstr "" +"Ao lado de :guilabel:`Inserir em planilha` há três opções específicas para a" +" visualização de pivô." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:456 msgid "From left to right, those options are:" -msgstr "" +msgstr "Da esquerda para a direita, as opções são:" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:458 msgid "" ":guilabel:`Flip Axis`, which switches the *X* and *Y* axis in the grid " "table." msgstr "" +":guilabel:`Virar eixos`, que alterna os eixos *X* e *Y* na tabela de grade." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:459 msgid "" ":guilabel:`Expand All`, which expands each line in the grid, revealing more " "detailed information related to it." msgstr "" +":guilabel:`Expandir tudo`, que expande cada linha da grade, revelando " +"informações mais detalhadas relacionadas a ela." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:461 msgid "" ":guilabel:`Download`, which, when clicked, instantly downloads the pivot " "table as a spreadsheet." msgstr "" +":guilabel:`Download`, que, quando clicado, faz o download instantâneo do " +"pivô como uma planilha." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:465 msgid "Visitors" @@ -7894,10 +8021,15 @@ msgid "" " connected to the database, navigate to :menuselection:`Social Marketing app" " --> Visitors`." msgstr "" +"Para ter uma visão geral completa de todas as pessoas que visitaram o(s) " +"site(s) conectado(s) à base de dados, navegue até :menuselection:`app " +"Marketing de redes sociais --> Visitantes`." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "View of the Visitors page in the Odoo Social Marketing application." msgstr "" +"Visualização da página Visitantes no aplicativo Odoo Marketing de redes " +"sociais." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:474 msgid "" @@ -7906,6 +8038,10 @@ msgid "" "information in the database, the option to send them an :guilabel:`Email` " "and/or an :guilabel:`SMS` is available." msgstr "" +"Aqui, o Odoo fornece um layout detalhado de todas as informações pertinentes" +" dos visitantes em uma visualização kanban padrão. Se os visitantes já " +"tiverem informações de contato na base de dados, a opção de enviar um " +":guilabel:`E-mail` e/ou um :guilabel:`SMS` estará disponível." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:478 msgid "" @@ -7913,10 +8049,13 @@ msgid "" "options are located in the upper-right corner of the :guilabel:`Visitors` " "page." msgstr "" +"Esses mesmos dados de visitantes também podem ser visualizados como uma " +"lista ou um gráfico. Essas opções de visualização estão localizadas no canto" +" superior direito da página :guilabel:`Visitantes`." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:482 msgid "Social media page" -msgstr "" +msgstr "Página de rede social" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:484 msgid "" @@ -7925,6 +8064,10 @@ msgid "" ":guilabel:`Social Media` page, navigate to :menuselection:`Social Marketing " "app --> Configuration --> Social Media`." msgstr "" +"Outra maneira de vincular rapidamente contas de rede social ao Odoo " +"*Marketing de redes sociais* pode ser feita na página :guilabel:`Redes " +"sociais`. Para acessar essa página, navegue até :menuselection:`app " +"Marketing de redes sociais --> Configuração --> Redes sociais`." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:488 msgid "" @@ -7934,15 +8077,21 @@ msgid "" ":guilabel:`Twitter`, :guilabel:`YouTube`, and :guilabel:`Push " "Notifications`." msgstr "" +"Na página :guilabel:`Redes sociais`, há uma coleção de todas as opções de " +"redes sociais, cada uma contando com um botão :guilabel:`Vincular conta`: " +":guilabel:`Facebook`, :guilabel:`Instagram`, :guilabel:`LinkedIn`, " +":guilabel:`Twitter`, :guilabel:`YouTube` e :guilabel:`Notificações push`." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "View of the social media page in the Odoo Social Marketing application." msgstr "" +"Visualização da página de redes sociais no aplicativo Odoo Marketing de " +"redes sociais." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:497 msgid "Social accounts page" -msgstr "" +msgstr "Página de contas de redes sociais" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:499 msgid "" @@ -7953,11 +8102,19 @@ msgid "" "who it was :guilabel:`Created by`, and the :guilabel:`Company` to which it " "is associated." msgstr "" +"Para ver uma lista de todas as contas sociais e sites vinculados à base de " +"dados, vá para :menuselection:`app Marketing de redes sociais --> " +"Configuração --> Contas de rede social`. Essa página :guilabel:`Contas de " +"rede social` exibe o :guilabel:`Nome`, o :guilabel:`Usuário/Apelido`, a " +"plataforma de :guilabel:`Rede social`, por quem foi :guilabel:`Criado` e a " +":guilabel:`Empresa` à qual está associada." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1 msgid "" "View of the social accounts page in the Odoo Social Marketing application." msgstr "" +"Visualização da página de contas de redes sociais no aplicativo Odoo " +"Marketing de redes sociais." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:509 msgid "" @@ -7965,10 +8122,13 @@ msgid "" "desired account from the list on this page, and proceed to make any " "adjustments necessary." msgstr "" +"Para editar/modificar qualquer uma das contas de redes sociais nesta página," +" basta selecionar a conta desejada na lista da página e fazer os ajustes " +"necessários." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:513 msgid "Social streams page" -msgstr "" +msgstr "Página de streams de redes sociais" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:515 msgid "" @@ -7976,6 +8136,10 @@ msgid "" "added to the main *Social Marketing* dashboard, navigate to " ":menuselection:`Social Marketing app --> Configuration --> Social Streams`." msgstr "" +"Para visualizar uma página separada com todos os streams de rede social que " +"foram adicionados ao painel principal do *Marketing de redes sociais*, " +"navegue até o :menuselection:`app Marketing de redes sociais --> " +"Configuração --> Streams de redes sociais`." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:523 msgid "" @@ -7985,17 +8149,25 @@ msgid "" " etc.), who it was :guilabel:`Created by`, and the :guilabel:`Company` to " "which it is associated." msgstr "" +"Ali, as informações sobre os streams são organizadas em uma lista com a " +":guilabel:`Rede social`, o :guilabel:`Título` do stream, o :guilabel:`Tipo` " +"do stream (por exemplo, :guilabel:`Publicações`, :guilabel:`Palavras-chave` " +"etc.), por quem foi :guilabel:`Criado` e a :guilabel:`Empresa` à qual está " +"associado." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:528 msgid "" "To modify any stream's information, simply click the desired stream from the" " list, and proceed to make any necessary adjustments." msgstr "" +"Para modificar as informações de qualquer stream, basta clicar no stream " +"desejado na lista e fazer os ajustes necessários." #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:532 msgid "" ":doc:`/applications/marketing/social_marketing/essentials/social_campaigns`" msgstr "" +":doc:`/applications/marketing/social_marketing/essentials/social_campaigns`" #: ../../content/applications/marketing/surveys.rst:5 msgid "Surveys" @@ -8008,7 +8180,7 @@ msgstr "" #: ../../content/applications/marketing/surveys/create.rst:3 msgid "Survey essentials" -msgstr "" +msgstr "Noções básicas de Pesquisas" #: ../../content/applications/marketing/surveys/create.rst:5 msgid "" @@ -8016,6 +8188,9 @@ msgid "" "customers and employees, which in turn, allows them to make more informed " "business decisions." msgstr "" +"Empresas costumam usar pesquisas para coletar informações valiosas com seus " +"clientes e funcionários, o que, por sua vez, permite que tomam decisões de " +"negócios mais bem fundamentadas." #: ../../content/applications/marketing/surveys/create.rst:8 msgid "" @@ -8023,6 +8198,10 @@ msgid "" " of a recent event, measure the satisfaction of customers (or employees), " "and gain more insight into shifting market sentiments." msgstr "" +"No Odoo, as pesquisas são usadas para coletar feedback dos clientes, avaliar" +" o sucesso de um evento recente, medir a satisfação dos clientes (ou " +"funcionários) e obter mais informações sobre as mudanças nas impressões " +"mercadológicas." #: ../../content/applications/marketing/surveys/create.rst:13 msgid "Getting started" @@ -8034,6 +8213,9 @@ msgid "" ":guilabel:`Create`. Odoo then redirects the page to a blank survey template " "form." msgstr "" +"Para começar, abra o aplicativo :guilabel:`Pesquisas` e clique em " +":guilabel:`Criar`. Em seguida, o Odoo redireciona a página para um " +"formulário de modelo de pesquisa em branco." #: ../../content/applications/marketing/surveys/create.rst:18 msgid "" @@ -8042,6 +8224,11 @@ msgid "" ":guilabel:`Edit (pencil)` icon. When the file explorer window opens, choose " "an image from the local files." msgstr "" +"No formulário de pesquisa, adicione o :guilabel:`Título da pesquisa` e, em " +"seguida, adicione uma imagem de capa à pesquisa passando o mouse sobre o " +"ícone de foto e clicando no ícone :guilabel:`Editar (lápis)`. Quando a " +"janela do explorador de arquivos for aberta, escolha uma imagem nos arquivos" +" locais." #: ../../content/applications/marketing/surveys/create.rst:22 msgid "" @@ -8049,29 +8236,37 @@ msgid "" "questions and format can be created and customized. These tabs are labeled " "as follows:" msgstr "" +"Abaixo do :guilabel:`Título da pesquisa` há várias abas nas quais é possíve " +"criar e personalizar as perguntas e o formato da pesquisa. Essas abas são " +"rotuladas da seguinte forma:" #: ../../content/applications/marketing/surveys/create.rst:25 msgid ":guilabel:`Questions`: the list of questions to be asked in the survey" -msgstr "" +msgstr ":guilabel:`Perguntas`: a lista de perguntas feitas na pesquisa" #: ../../content/applications/marketing/surveys/create.rst:26 msgid "" ":guilabel:`Description`: contextual information to aid in understanding the " "survey" msgstr "" +":guilabel:`Descrição`: informações contextuais para ajudar a entender a " +"pesquisa" #: ../../content/applications/marketing/surveys/create.rst:27 msgid "" ":guilabel:`Options`: choices for survey respondents to answer the questions" msgstr "" +":guilabel:`Opções`: opções para os entrevistados da pesquisa responderem às " +"perguntas" #: ../../content/applications/marketing/surveys/create.rst-1 msgid "Various tabs that can be found on the survey template page." msgstr "" +"Várias abas que podem ser encontradas na página do modelo de pesquisa." #: ../../content/applications/marketing/surveys/create.rst:34 msgid "Questions tab" -msgstr "" +msgstr "Aba Perguntas" #: ../../content/applications/marketing/surveys/create.rst:36 msgid "" @@ -8081,20 +8276,28 @@ msgid "" "type in a section name. Then, add questions or drag and drop questions into " "the divided sections." msgstr "" +"Adicione perguntas e seções ao questionário na aba :guilabel:`Perguntas`. " +"Uma seção divide o questionário em partes para agrupar visualmente perguntas" +" semelhantes. Para criar uma seção, clique em :guilabel:`Adicionar uma " +"seção` e digite o nome da seção. Em seguida, adicione ou arraste e solte " +"perguntas nas seções divididas." #: ../../content/applications/marketing/surveys/create.rst:41 msgid "" "Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and" " Questions` pop-up to create and customize the survey question." msgstr "" +"Clicar em :guilabel:`Adicionar uma pergunta` abre a janela pop-up " +":guilabel:`Criar seções e perguntas` para criar e personalizar perguntas do " +"questionário." #: ../../content/applications/marketing/surveys/create.rst-1 msgid "The survey question pop-up window." -msgstr "" +msgstr "A janela pop-up da pergunta da pesquisa." #: ../../content/applications/marketing/surveys/create.rst:49 msgid "Create questions" -msgstr "" +msgstr "Criar perguntas" #: ../../content/applications/marketing/surveys/create.rst:51 msgid "" @@ -8103,22 +8306,26 @@ msgid "" "Type`. A preview of how the question type looks is shown in the preview " "window." msgstr "" +"Na janela pop-up :guilabel:`Criar seções e perguntas`, digite a pergunta no " +"campo :guilabel:`Pergunta`. Em seguida, escolha o :guilabel:`Tipo de " +"pergunta`. Uma prévia do tipo de pergunta é exibido na janela de " +"visualização." #: ../../content/applications/marketing/surveys/create.rst:55 msgid "Choose from the following :guilabel:`Question Types`:" -msgstr "" +msgstr "Escolha entre os seguintes :guilabel:`Tipos de perguntas`:" #: ../../content/applications/marketing/surveys/create.rst:57 msgid ":guilabel:`Multiple Lines Text Box`" -msgstr "" +msgstr ":guilabel:`Caixa de texto de várias linhas`" #: ../../content/applications/marketing/surveys/create.rst:58 msgid ":guilabel:`Single Line Text Box`" -msgstr "" +msgstr ":guilabel:`Caixa de texto de linha única`" #: ../../content/applications/marketing/surveys/create.rst:59 msgid ":guilabel:`Numerical Value`" -msgstr "" +msgstr ":guilabel:`Valor numérico`" #: ../../content/applications/marketing/surveys/create.rst:60 msgid ":guilabel:`Date`" @@ -8126,19 +8333,19 @@ msgstr ":guilabel:`Data`" #: ../../content/applications/marketing/surveys/create.rst:61 msgid ":guilabel:`Datetime`" -msgstr "" +msgstr ":guilabel:`Data e hora`" #: ../../content/applications/marketing/surveys/create.rst:62 msgid ":guilabel:`Multiple choice: only one answer`" -msgstr "" +msgstr ":guilabel:`Múltipla escolha: apenas uma resposta`" #: ../../content/applications/marketing/surveys/create.rst:63 msgid ":guilabel:`Multiple choice: multiple answers allowed`" -msgstr "" +msgstr ":guilabel:`Múltipla escolha: múltiplas respostas permitidas`" #: ../../content/applications/marketing/surveys/create.rst:64 msgid ":guilabel:`Matrix`" -msgstr "" +msgstr ":guilabel:`Matriz`" #: ../../content/applications/marketing/surveys/create.rst:67 msgid "" @@ -8147,10 +8354,14 @@ msgid "" ":guilabel:`Description` tab always remains the same, regardless of what " "question is chosen." msgstr "" +"Diferentes recursos aparecem nas abas :guilabel:`Respostas` e " +":guilabel:`Opções`, dependendo do :guilabel:`Tipo de pergunta` escolhido. No" +" entanto, a aba :guilabel:`Descrição` sempre permanece a mesma, " +"independentemente da pergunta escolhida." #: ../../content/applications/marketing/surveys/create.rst:72 msgid "Create sections and questions" -msgstr "" +msgstr "Criar seções e perguntas" #: ../../content/applications/marketing/surveys/create.rst:74 msgid "" @@ -8159,54 +8370,71 @@ msgid "" "the :guilabel:`Answers` (if applicable), :guilabel:`Description`, and " ":guilabel:`Options` tabs." msgstr "" +"Após a seleção de um :guilabel:`Tipo de pergunta`, há três abas em que é " +"possível personalizar as informações da pergunta. São elas: " +":guilabel:`Respostas` (se aplicável), :guilabel:`Descrição` e " +":guilabel:`Opções`." #: ../../content/applications/marketing/surveys/create.rst:78 msgid "" "Each tab offers a variety of different features depending on what " ":guilabel:`Question Type` was chosen." msgstr "" +"Cada aba oferece uma variedade de recursos diferentes, dependendo de qual " +":guilabel:`Tipo de pergunta` foi escolhido." #: ../../content/applications/marketing/surveys/create.rst:81 msgid "" "For example, in the :guilabel:`Options` tab, the following options may " "appear:" msgstr "" +"Por exemplo, na aba :guilabel:`Opções`, as seguintes opções podem aparecer:" #: ../../content/applications/marketing/surveys/create.rst:83 msgid ":guilabel:`Mandatory Answer`: the question must be answered." -msgstr "" +msgstr ":guilabel:`Resposta obrigatória`: a pergunta deve ser respondida." #: ../../content/applications/marketing/surveys/create.rst:84 msgid "" ":guilabel:`Matrix Type`: for matrix-type questions, select if one choice or " "multiple choices can be selected per row." msgstr "" +":guilabel:`Tipo de matriz`: para perguntas do tipo matriz, selecione se uma " +"ou várias opções podem ser selecionadas por linha." #: ../../content/applications/marketing/surveys/create.rst:86 msgid ":guilabel:`Number of columns`: select how many columns are displayed." msgstr "" +":guilabel:`Número de colunas`: selecione quantas colunas serão exibidas." #: ../../content/applications/marketing/surveys/create.rst:87 msgid ":guilabel:`Images on answers`: allow images on the answer options." msgstr "" +":guilabel:`Imagens nas respostas`: permite imagens nas opções de resposta." #: ../../content/applications/marketing/surveys/create.rst:88 msgid "" ":guilabel:`Conditional Display`: determine if the question is displayed " "based on the participant's answer to a previous question." msgstr "" +":guilabel:`Exibição condicional`: determina se a pergunta é exibida com base" +" na resposta a uma pergunta anterior." #: ../../content/applications/marketing/surveys/create.rst:90 msgid "" ":guilabel:`Show Comments Field`: allow the participant to type a comment in " "a text box." msgstr "" +":guilabel:`Mostrar campo de comentários`: permite que o participante digite " +"um comentário em uma caixa de texto." #: ../../content/applications/marketing/surveys/create.rst:91 msgid "" ":guilabel:`Question Time Limit`: for live session surveys, set a time limit " "for the question." msgstr "" +":guilabel:`Limite de tempo das perguntas`: para pesquisas em sessões ao " +"vivo, defina um limite de tempo para a pergunta." #: ../../content/applications/marketing/surveys/create.rst:94 msgid "Conditional Display" @@ -8217,6 +8445,9 @@ msgid "" ":guilabel:`Conditional Display` means the question is only displayed if the " "specified conditional answer has been selected in a previous question." msgstr "" +":guilabel:`Exibição condicional` significa que a pergunta só será exibida se" +" a resposta condicional especificada tiver sido selecionada em uma pergunta " +"anterior." #: ../../content/applications/marketing/surveys/create.rst:99 msgid "" @@ -8224,12 +8455,18 @@ msgid "" ":guilabel:`Triggering Question` field appears. Select a question from the " "survey." msgstr "" +"Quando a caixa ao lado de :guilabel:`Exibição condicional` for selecionada, " +"o campo :guilabel:`Pergunta de acionamento` será exibido. Selecione uma " +"pergunta do questionário." #: ../../content/applications/marketing/surveys/create.rst:102 msgid "" "Then, a :guilabel:`Triggering Answer` field appears. Here, select which " "answer will trigger this :guilabel:`Conditional Display` question." msgstr "" +"Então, é exibido o campo :guilabel:`Resposta de acionamento`. Nele, " +"selecione qual resposta acionará essa pergunta de :guilabel:`Exibição " +"condicional`." #: ../../content/applications/marketing/surveys/create.rst:106 msgid "Options tab" @@ -8240,29 +8477,34 @@ msgid "" "Back on the main survey template form, under the :guilabel:`Options` tab, " "there are different sections of settings that can be modified." msgstr "" +"De volta ao formulário principal do modelo de questionário, na aba " +":guilabel:`Opções`, há diferentes seções de configurações que podem ser " +"modificadas." #: ../../content/applications/marketing/surveys/create.rst:111 msgid "The sections include:" -msgstr "" +msgstr "As seções incluem:" #: ../../content/applications/marketing/surveys/create.rst:113 msgid "" ":guilabel:`Questions`: focuses on the overall presentation of the survey" -msgstr "" +msgstr ":guilabel:`Perguntas`: concentra-se na apresentação geral da pesquisa" #: ../../content/applications/marketing/surveys/create.rst:114 msgid ":guilabel:`Scoring`: decides how the survey is scored" -msgstr "" +msgstr ":guilabel:`Pontuação`: decide como a pesquisa será pontuada" #: ../../content/applications/marketing/surveys/create.rst:115 msgid ":guilabel:`Candidates`: manages access to the survey" -msgstr "" +msgstr ":guilabel:`Candidatos`: gerencia o acesso à pesquisa" #: ../../content/applications/marketing/surveys/create.rst:116 msgid "" ":guilabel:`Live Session`: enables the survey into a real-time group " "activity." msgstr "" +":guilabel:`Sessão ao vivo`: habilita a pesquisa em uma atividade de grupo em" +" tempo real." #: ../../content/applications/marketing/surveys/create.rst:119 msgid "Questions" @@ -8273,18 +8515,20 @@ msgid "" "First, select the :guilabel:`Layout` of the survey. The following options " "can be chosen:" msgstr "" +"Primeiro, selecione o :guilabel:`Layout` da pesquisa. As seguintes opções " +"podem ser escolhidas:" #: ../../content/applications/marketing/surveys/create.rst:123 msgid ":guilabel:`One page with all the questions`" -msgstr "" +msgstr ":guilabel:`Uma página com todas as perguntas`" #: ../../content/applications/marketing/surveys/create.rst:124 msgid ":guilabel:`One page per section`" -msgstr "" +msgstr ":guilabel:`Uma página por seção`" #: ../../content/applications/marketing/surveys/create.rst:125 msgid ":guilabel:`One page per question`" -msgstr "" +msgstr ":guilabel:`Uma página por pergunta`" #: ../../content/applications/marketing/surveys/create.rst:127 msgid "" @@ -8293,6 +8537,10 @@ msgid "" "appears. If selected, the :guilabel:`Back Button` option allows the " "participant to go back to a question during the survey." msgstr "" +"Se as opções :guilabel:`Uma página por seção` ou :guilabel:`Uma página por " +"pergunta` forem escolhidas, a opção :guilabel:`Botão Voltar` será exibida. " +"Se selecionada, a opção :guilabel:`Botão Voltar` permite que o participante " +"volte a uma pergunta durante a pesquisa." #: ../../content/applications/marketing/surveys/create.rst:131 msgid "" @@ -8301,6 +8549,10 @@ msgid "" " displayed. It is shown as either a :guilabel:`Percentage` or a " ":guilabel:`Number`." msgstr "" +"Nas opções :guilabel:`Layout` há a configuração :guilabel:`Modo de " +"progressão`, que indica como o progresso do participante durante a pesquisa " +"é exibido. Isso é mostrado como uma :guilabel:`Porcentagem` ou um " +":guilabel:`Número`." #: ../../content/applications/marketing/surveys/create.rst:135 msgid "" @@ -8308,6 +8560,10 @@ msgid "" "To implement this option, simply check the box, and enter the amount of time" " (in minutes) participants have to complete the survey." msgstr "" +"Em seguida, há uma opção disponível para adicionar um :guilabel:`Limite de " +"tempo da pesquisa`. Para implementar essa opção, basta marcar a caixa e " +"inserir a quantidade de tempo (em minutos) que os participantes têm para " +"concluir a pesquisa." #: ../../content/applications/marketing/surveys/create.rst:139 msgid "" @@ -8316,6 +8572,11 @@ msgid "" "section`, in other words, the number of random questions can be configured " "by section. This mode is ignored in a live session." msgstr "" +"Após a opção :guilabel:`Limite de tempo da pesquisa`, há uma seção " +"denominada :guilabel:`Seleção`. Nele, as perguntas podem ser colocadas " +":guilabel:`Em aleatório por seção`, em outras palavras, o número de " +"perguntas aleatórias pode ser configurado por seção. Esse modo é ignorado em" +" uma sessão ao vivo." #: ../../content/applications/marketing/surveys/create.rst:144 #: ../../content/applications/marketing/surveys/scoring.rst:56 @@ -8331,18 +8592,20 @@ msgid "" "The following options are available when deciding how a :guilabel:`Scoring` " "method:" msgstr "" +"Há as seguintes opções disponíveis ao escolher um método " +":guilabel:`Pontuação`:" #: ../../content/applications/marketing/surveys/create.rst:151 msgid ":guilabel:`No scoring`" -msgstr "" +msgstr ":guilabel:`Sem pontuação`" #: ../../content/applications/marketing/surveys/create.rst:152 msgid ":guilabel:`Scoring with answers at the end`" -msgstr "" +msgstr ":guilabel:`Pontuação com respostas no final`" #: ../../content/applications/marketing/surveys/create.rst:153 msgid ":guilabel:`Scoring without answers at the end`" -msgstr "" +msgstr ":guilabel:`Pontuação sem respostas no final`" #: ../../content/applications/marketing/surveys/create.rst:155 msgid "" @@ -8351,6 +8614,10 @@ msgid "" ":guilabel:`Success %` field appears. Set the percentage of correct answers " "needed to pass the survey." msgstr "" +"Se as opções :guilabel:`Pontuação com respostas no final` ou " +":guilabel:`Pontuação sem respostas no final` forem selecionadas, um campo " +":guilabel:`Sucesso %` será exibido. Defina a porcentagem de respostas " +"corretas necessárias para passar na pesquisa." #: ../../content/applications/marketing/surveys/create.rst:159 msgid "" @@ -8362,6 +8629,13 @@ msgid "" "score, an email from Odoo will automatically be sent to that person using " "the selected email template." msgstr "" +"Em seguida, há a opção de transformar a pesquisa em uma certificação. Para " +"fazer isso, marque a caixa ao lado da opção rotulada :guilabel:`É uma " +"certificação`, e dois campos adicionais serão exibidos. Selecione um tema de" +" cor no campo :guilabel:`Modelo de certificado` e, em seguida, escolha um " +":guilabel:`Modelo de e-mail`. Quando um participante for aprovado na " +"certificação com a pontuação exigida, um e-mail do Odoo será enviado " +"automaticamente para essa pessoa usando o modelo de e-mail selecionado." #: ../../content/applications/marketing/surveys/create.rst:165 msgid "" @@ -8369,6 +8643,9 @@ msgid "" ":guilabel:`Certification Badge` is set, the survey participant also receives" " a badge upon passing the certification." msgstr "" +"Se o recurso :guilabel:`Dar medalhas` estiver ativado e o :guilabel:`Medalha" +" de certificação` estiver definido, o participante da pesquisa também " +"receberá um medalha ao ser aprovado na certificação." #: ../../content/applications/marketing/surveys/create.rst:169 #: ../../content/applications/marketing/surveys/time_random.rst:48 @@ -8385,6 +8662,9 @@ msgid "" "options to choose between: :guilabel:`Anyone with the link` and " ":guilabel:`Invited people only`." msgstr "" +"Para determinar o acesso ao questionário, o :guilabel:`Modo de acesso` tem " +"duas opções: :guilabel:`Qualquer pessoa com o link` e :guilabel:`Somente " +"pessoas convidadas`." #: ../../content/applications/marketing/surveys/create.rst:177 msgid "" @@ -8394,6 +8674,11 @@ msgid "" "also populates, in which the number of survey attempts is defined for the " "participant." msgstr "" +"Abaixo da caixa de seleção :guilabel:`Somente gerentes de avaliação` está a " +"opção :guilabel:`Requer login` para exigir um login para participar da " +"pesquisa. Se essa opção for ativada, um campo :guilabel:`Limite de " +"tentativas` também será preenchido, no qual será definido o número de " +"tentativas de pesquisa que o participante terá." #: ../../content/applications/marketing/surveys/create.rst:182 msgid "Live Session" @@ -8405,6 +8690,9 @@ msgid "" "conducting surveys in real-time, wherein they directly engage with and " "collect answers from a live audience." msgstr "" +"A seção :guilabel:`Sessão ao vivo` é dedicada aos usuários que realizam " +"pesquisas em tempo real, nas quais são apresentadas a um público ao vivo e " +"coletam respostas dele." #: ../../content/applications/marketing/surveys/create.rst:187 msgid "" @@ -8414,6 +8702,11 @@ msgid "" "answers`. By checking it, attendees will get more points if they answer " "quickly." msgstr "" +"Personalize o :guilabel:`Código da sessão` aqui; esse código é necessário " +"para que os participantes acessem a pesquisa da sessão ao vivo. Recompense " +"os participantes por respostas rápidas, marcando a caixa de seleção " +"denominada :guilabel:`Recompensar respostas rápidas`. Ao marcá-la, os " +"participantes receberão mais pontos se responderem rapidamente." #: ../../content/applications/marketing/surveys/create.rst:193 msgid "Description tab" @@ -8426,6 +8719,10 @@ msgid "" "beneath the title on the survey's homepage, which is on the front end of the" " website made through the Odoo :guilabel:`Website` app." msgstr "" +"De volta à página principal do modelo de pesquisa, há a aba " +":guilabel:`Descrição`, onde uma descrição personalizada da pesquisa pode ser" +" adicionada. Isso é exibido abaixo do título na página inicial da pesquisa, " +"que está no front-end do site criado pelo aplicativo Odoo :guilabel:`Site`." #: ../../content/applications/marketing/surveys/create.rst:200 msgid "Test and share the survey" @@ -8437,6 +8734,10 @@ msgid "" "errors before finally sending it out to the participants by clicking " ":guilabel:`Test` in the upper left corner of the survey template page." msgstr "" +"Depois que o questionário for criado e salvo, execute um teste para " +"verificar possíveis erros antes de enviá-lo aos participantes, clicando em " +":guilabel:`Testar` no canto superior esquerdo da página do modelo de " +"questionário." #: ../../content/applications/marketing/surveys/create.rst:206 msgid "" @@ -8445,6 +8746,10 @@ msgid "" " participants. Proceed to run through the survey, like a normal participant," " to check for errors." msgstr "" +"Quando ativado, o Odoo redireciona a página para uma versão de teste da " +"pesquisa no front-end do site. Essa página exibe a aparência da pesquisa " +"para os participantes. Prossiga fazendo a pesquisa, como um participante " +"normal, para verificar se há erros." #: ../../content/applications/marketing/surveys/create.rst:210 msgid "" @@ -8454,6 +8759,11 @@ msgid "" " the backend, make any further changes, as needed, before officially sending" " the survey out to participants." msgstr "" +"Para retornar ao formulário de modelo de pesquisa no back-end, basta clicar " +"no link :guilabel:`Esta é uma pesquisa de teste. Editar pesquisa` na faixa " +"azul na parte superior da página. Depois que o Odoo redirecionar a página " +"para o modelo de pesquisa no back-end, faça outras alterações, conforme " +"necessário, antes de enviar oficialmente a pesquisa aos participantes." #: ../../content/applications/marketing/surveys/create.rst:215 msgid "" @@ -8461,6 +8771,10 @@ msgid "" ":guilabel:`Start Survey` button in the upper-left corner of the survey " "template form. Then, click :guilabel:`Share`." msgstr "" +"Quando a pesquisa estiver pronta para ser compartilhada com o público, " +"clique no botão :guilabel:`Iniciar pesquisa` no canto superior esquerdo do " +"formulário de modelo de pesquisa. Em seguida, clique em " +":guilabel:`Compartilhar`." #: ../../content/applications/marketing/surveys/create.rst:218 msgid "" @@ -8469,6 +8783,11 @@ msgid "" " the :guilabel:`Additional emails` field (for contacts that do not want to " "be listed in the Odoo database). Finally, click :guilabel:`Send`." msgstr "" +"Na janela pop-up, adicione os destinatários da pesquisa no campo " +":guilabel:`Destinatários` (para contatos existentes na base de dados do " +"Odoo) ou no campo :guilabel:`E-mails adicionais` (para contatos que não " +"querem ser listados na base de dados do Odoo). Por fim, clique em " +":guilabel:`Enviar`." #: ../../content/applications/marketing/surveys/create.rst:222 msgid "" @@ -8477,10 +8796,15 @@ msgid "" "button in the upper left corner. To end the survey, click the " ":guilabel:`Close` button on the survey template form." msgstr "" +"À medida que as respostas forem recebidas, confira-as clicando no botão " +"inteligente :guilabel:`Respostas` no formulário de modelo de pesquisa ou no " +"botão :guilabel:`Ver resultados` no canto superior esquerdo. Para encerrar a" +" pesquisa, clique no botão :guilabel:`Fechar` no formulário de modelo de " +"pesquisa." #: ../../content/applications/marketing/surveys/scoring.rst:3 msgid "Scoring surveys" -msgstr "" +msgstr "Pontuação de pesquisas" #: ../../content/applications/marketing/surveys/scoring.rst:5 msgid "" @@ -8489,6 +8813,10 @@ msgid "" "survey, these points are summed up, resulting in the participant's final " "score." msgstr "" +"Para medir o desempenho, o conhecimento ou a satisfação geral de um " +"participante da pesquisa, o Odoo atribui pontos às respostas dela. No final " +"da pesquisa, esses pontos são somados, resultando na pontuação final do " +"participante." #: ../../content/applications/marketing/surveys/scoring.rst:9 msgid "" @@ -8497,6 +8825,11 @@ msgid "" "Under the :guilabel;`Scoring` section, choose between :guilabel:`Scoring " "with answers at the end` or :guilabel:`Scoring without answers at the end`." msgstr "" +"Para adicionar pontos às perguntas, abra o aplicativo :guilabel:`Pesquisas`," +" escolha o formulário de pesquisa desejado e clique na aba " +":guilabel:`Opções`. Na seção :guilabel;`Pontuação`, escolha entre " +":guilabel:`Pontuação com respostas no final` ou :guilabel:`Pontuação sem " +"respostas no final`." #: ../../content/applications/marketing/surveys/scoring.rst:14 msgid "" @@ -8505,6 +8838,10 @@ msgid "" " got right or wrong. On questions where there was an incorrect answer, the " "correct answer will be highlighted." msgstr "" +":guilabel:`A pontuação com respostas no final` mostra ao participante as " +"suas respostas após concluir a pesquisa e exibe as perguntas que ele acertou" +" ou errou. Nas perguntas em que houve uma resposta incorreta, a resposta " +"correta será destacada." #: ../../content/applications/marketing/surveys/scoring.rst:18 msgid "" @@ -8512,6 +8849,9 @@ msgid "" "participant their answer choices after completing the survey, only their " "final score." msgstr "" +"A :guilabel:`Pontuação sem respostas no final` não mostra ao participante do" +" questionário suas respostas após a conclusão do questionário, apenas sua " +"pontuação final." #: ../../content/applications/marketing/surveys/scoring.rst:21 msgid "" @@ -8520,6 +8860,10 @@ msgid "" "answer` box for the choice that is the correct answer and attach a score " "value." msgstr "" +"Para indicar as respostas corretas, clique na aba :guilabel:`Perguntas` e " +"escolha uma pergunta. No formulário da pergunta, marque a caixa :guilabel:`É" +" uma resposta correta` na opção que é a resposta correta e anexe um valor de" +" pontuação." #: ../../content/applications/marketing/surveys/scoring.rst:25 msgid "" @@ -8527,6 +8871,9 @@ msgid "" ":guilabel:`Success %`. The percentage entered determines what percentage of " "correct answers is needed to pass the survey." msgstr "" +"Volte à aba :guilabel:`Opções` do questionário, defina o :guilabel:`Sucesso " +"%`. A porcentagem inserida determina qual porcentagem de respostas corretas " +"é necessária para passar no questionário." #: ../../content/applications/marketing/surveys/scoring.rst:28 msgid "" @@ -8535,6 +8882,10 @@ msgid "" "indicates that the survey asks questions to test the participants' knowledge" " level on a subject." msgstr "" +"Além disso, na aba :guilabel:`Opções` do questionário, os administradores do" +" questionário também podem optar por torná-lo uma certificação. Uma " +"certificação indica que a pesquisa faz perguntas para testar o nível de " +"conhecimento dos participantes sobre um assunto." #: ../../content/applications/marketing/surveys/scoring.rst:32 msgid "" @@ -8544,6 +8895,11 @@ msgid "" "survey with a final score that is greater than or equal to the set " ":guilabel:`Success %`." msgstr "" +"Ao ativar a opção :guilabel:`É uma certificação`, escolha um " +":guilabel:`Modelo de e-mail de certificação`. A certificação será " +"automaticamente enviada com esse modelo de e-mail para os usuários que " +"passarem na pesquisa com uma pontuação final maior ou igual ao definido em " +":guilabel:`Sucesso %`." #: ../../content/applications/marketing/surveys/scoring.rst:36 msgid "" @@ -8554,12 +8910,21 @@ msgid "" "option to :guilabel:`Give Badge`, located beneath the " ":guilabel:`Certification` options in the :guilabel:`Scoring` section." msgstr "" +"Na seção :guilabel:`Candidatos`, pode ser solicitado que os participantes " +"façam login para responder ao questionário. Se a configuração " +":guilabel:`Requer login` estiver ativada, duas novas opções aparecerão: a " +"caixa de seleção :guilabel:`Limite de tentativas`, que limita o número de " +"vezes que um participante pode tentar responder ao questionário, e a opção " +":guilabel:`Dar medalha`, localizada abaixo das opções " +":guilabel:`Certificação` na seção :guilabel:`Pontuação`." #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "" "Setting the Required Score (percentage), login required, and certification " "template." msgstr "" +"Definição da pontuação necessária (porcentagem), login obrigatório e modelo " +"de certificação." #: ../../content/applications/marketing/surveys/scoring.rst:46 msgid "" @@ -8568,24 +8933,31 @@ msgid "" "gaining points. Besides the awardee, website visitors who access the " ":guilabel:`Courses` page will also be able to see the granted badges." msgstr "" +"As medalhes são exibidos na parte de eLearning do portal de um determinado " +"usuário e são uma forma de definir marcos e recompensar os participantes por" +" passarem em pesquisas ou ganharem pontos. Além do premiado, os visitantes " +"do site que acessarem a página :guilabel:`Cursos` também poderão ver as " +"medalhas concedidas." #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "Example of how a badge looks on the eLearning portion of the website." -msgstr "" +msgstr "Exemplo de medalha na parte de eLearning do site." #: ../../content/applications/marketing/surveys/time_random.rst:3 msgid "Timed and randomized questions" -msgstr "" +msgstr "Perguntas cronometradas e aleatórias" #: ../../content/applications/marketing/surveys/time_random.rst:5 msgid "" "When creating a survey in Odoo, there are options to set a time limit on the" " survey and randomize the questions." msgstr "" +"Ao criar uma pesquisa no Odoo, há opções para definir um limite de tempo " +"para a pesquisa e para fazer perguntas no aleatório." #: ../../content/applications/marketing/surveys/time_random.rst:9 msgid "Time limit" -msgstr "" +msgstr "Limite de tempo" #: ../../content/applications/marketing/surveys/time_random.rst:11 msgid "" @@ -8595,16 +8967,27 @@ msgid "" " external resources (e.g. web search), and reduces the survey to a \"closed " "book\" testing environment." msgstr "" +"Durante uma pesquisa cronometrada, os participantes devem concluir a " +"pesquisa dentro de um período de tempo especificado. Um caso de uso comum " +"para implementar um limite de tempo é que ele reduz muito a chance de os " +"participantes procurarem respostas em recursos externos (por exemplo, " +"pesquisa na web) e reduz a pesquisa a um ambiente de teste de \"livro " +"fechado\"." #: ../../content/applications/marketing/surveys/time_random.rst:16 msgid "" "Find the :guilabel:`Survey Time Limit` setting in the :guilabel:`Options` " "tab of the survey form, under the :guilabel:`Questions` section." msgstr "" +"Localize a configuração :guilabel:`Limite de tempo da pesquisa` na aba " +":guilabel:`Opções` do formulário de questionário, na seção " +":guilabel:`Perguntas`." #: ../../content/applications/marketing/surveys/time_random.rst-1 msgid "Time limit field in the options tab of a survey template form." msgstr "" +"Campo de limite de tempo na aba de opções de um formulário de modelo de " +"pesquisa." #: ../../content/applications/marketing/surveys/time_random.rst:23 msgid "" @@ -8612,16 +8995,22 @@ msgid "" "displayed on every page of the survey, letting participants keep track of " "the time remaining while the survey is active." msgstr "" +"Quando a opção :guilabel:`Limite de tempo da pesquisa` estiver marcada, um " +"cronômetro será exibido em todas as páginas do questionário, permitindo que " +"os participantes controlem o tempo restante enquanto o questionário estiver " +"ativo." #: ../../content/applications/marketing/surveys/time_random.rst:27 msgid "" "Participants that do not submit their survey by the preconfigured time limit" " will *not* have their answers saved." msgstr "" +"Os participantes que não enviarem a pesquisa até o limite de tempo pré-" +"configurado *não* terão suas respostas salvas." #: ../../content/applications/marketing/surveys/time_random.rst:31 msgid "Randomized selection" -msgstr "" +msgstr "Seleção aleatória" #: ../../content/applications/marketing/surveys/time_random.rst:33 msgid "" @@ -8630,6 +9019,11 @@ msgid "" "randomization as a survey method discourages participants from looking at " "each other's responses, and helps control for individual testing." msgstr "" +"Quando uma pesquisa é feita no modo aleatório, o Odoo embaralha as perguntas" +" e as revela em uma ordem aleatória sempre que os participantes iniciam o " +"questionário. O uso do aleatório como método de pesquisa impede que os " +"participantes a copiem respostas uns dos outros e ajuda a controlar os " +"testes individuais." #: ../../content/applications/marketing/surveys/time_random.rst:37 msgid "" @@ -8640,7 +9034,14 @@ msgid "" "count` column. From there, determine how many questions (per section) Odoo " "should select and display during the shuffling of questions." msgstr "" +"Para fazer uma pesquisa em aleatório, clique na aba :guilabel:`Opções` no " +"formulário de pesquisa. Na seção :guilabel:`Perguntas`, selecione " +":guilabel:`Em aleatório por seção` no campo :guilabel:`Seleção`. Após a " +"ativação, navegue até a aba :guilabel:`Perguntas` e examine a coluna " +":guilabel:`Total de perguntas aleatórias`. A partir daí, determine quantas " +"perguntas (por seção) o Odoo deve selecionar e exibir durante o " +"embaralhamento de perguntas." #: ../../content/applications/marketing/surveys/time_random.rst-1 msgid "Randomized question count in the questions tab of a survey." -msgstr "" +msgstr "Total de perguntas aleatórias na aba de perguntas de um questionário." diff --git a/locale/pt_BR/LC_MESSAGES/productivity.po b/locale/pt_BR/LC_MESSAGES/productivity.po index f0e11eede..2358438c5 100644 --- a/locale/pt_BR/LC_MESSAGES/productivity.po +++ b/locale/pt_BR/LC_MESSAGES/productivity.po @@ -17,7 +17,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Maitê Dietze, 2024\n" "Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n" @@ -11141,21 +11141,21 @@ msgstr "" #: ../../content/applications/productivity/to_do.rst:23 msgid "" -"You can create a new to-do on the fly from anywhere in Odoo by clicking the " -"clock button and then :guilabel:`Add a To-Do`." +"You can create a new to-do on the fly from anywhere in Odoo by opening the " +"**command palette tool** with the keyboard shortcut ´ctrl+k´ and clicking " +":guilabel:`Add a To-Do`, or by clicking the clock button and then " +":guilabel:`Add a To-Do`." msgstr "" -"Você pode criar um novo afazer imediatamente, em qualquer lugar do Odoo, " -"clicando no botão do relógio e depois em :guilabel:`Adicionar um afazer`." #: ../../content/applications/productivity/to_do.rst:0 msgid "Adding a to-do on the fly" msgstr "Adição de um afazer em tempo real" -#: ../../content/applications/productivity/to_do.rst:30 +#: ../../content/applications/productivity/to_do.rst:31 msgid "Converting to-dos into project tasks" msgstr "Conversão de afazeres em tarefas de projeto" -#: ../../content/applications/productivity/to_do.rst:32 +#: ../../content/applications/productivity/to_do.rst:33 msgid "" "If you use the :doc:`Project app <../services/project>`, you can convert to-" "dos into project tasks. To do so, open a to-do and click the gear button " @@ -11166,7 +11166,7 @@ msgstr "" " no botão de engrenagem (:guilabel:`⚙`) e, em seguida, em " ":guilabel:`Converter em tarefa`." -#: ../../content/applications/productivity/to_do.rst:35 +#: ../../content/applications/productivity/to_do.rst:36 msgid "" "Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and " ":guilabel:`Tags`, then click :guilabel:`Convert to Task`. The to-do is now a" @@ -11180,11 +11180,11 @@ msgstr "" msgid "Converting a to-do into a task" msgstr "Conversão de um afazer em uma tarefa" -#: ../../content/applications/productivity/to_do.rst:42 +#: ../../content/applications/productivity/to_do.rst:43 msgid "Managing the to-do pipeline" msgstr "Gerenciar o funil de afazeres" -#: ../../content/applications/productivity/to_do.rst:44 +#: ../../content/applications/productivity/to_do.rst:45 msgid "" "Your assigned **to-dos** are displayed on the app dashboard. You can drag " "and drop a to-do to move it from one stage to another." @@ -11196,7 +11196,7 @@ msgstr "" msgid "Example of a to-do pipeline" msgstr "Exemplo de um funil de afazeres" -#: ../../content/applications/productivity/to_do.rst:51 +#: ../../content/applications/productivity/to_do.rst:52 msgid "" "Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to" " create a new stage." @@ -11204,7 +11204,7 @@ msgstr "" "Clique no botão :guilabel:`+ Estágio pessoal` à esquerda do funil para criar" " um novo estágio." -#: ../../content/applications/productivity/to_do.rst:53 +#: ../../content/applications/productivity/to_do.rst:54 msgid "" "Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, " ":guilabel:`Edit`, or :guilabel:`Delete` it." @@ -11216,11 +11216,11 @@ msgstr "" msgid "Stage settings button" msgstr "Botão de configurações do estágio" -#: ../../content/applications/productivity/to_do.rst:60 +#: ../../content/applications/productivity/to_do.rst:61 msgid "Scheduling activities" msgstr "Agendar atividades" -#: ../../content/applications/productivity/to_do.rst:62 +#: ../../content/applications/productivity/to_do.rst:63 msgid "" "To schedule an activity on a to-do, click the clock button on the app " "dashboard, then the :guilabel:`+ Schedule an activity` button." @@ -11233,23 +11233,23 @@ msgstr "" msgid "Scheduling an activity from the To-do dashboard" msgstr "Agendamento de uma atividade no painel de afazeres" -#: ../../content/applications/productivity/to_do.rst:68 +#: ../../content/applications/productivity/to_do.rst:69 msgid "To create the activity:" msgstr "Para criar a atividade:" -#: ../../content/applications/productivity/to_do.rst:70 +#: ../../content/applications/productivity/to_do.rst:71 msgid "Select an :guilabel:`Activity Type`." msgstr "Selecione um :guilabel:`Tipo de atividade`." -#: ../../content/applications/productivity/to_do.rst:71 +#: ../../content/applications/productivity/to_do.rst:72 msgid "Select a :guilabel:`Due date`." msgstr "Selecione um :guilabel:`Prazo final`." -#: ../../content/applications/productivity/to_do.rst:72 +#: ../../content/applications/productivity/to_do.rst:73 msgid "Choose who the activity should be :guilabel:`Assigned to`." msgstr "Escolha para quem a atividade deve ser :guilabel:`Atribuído a`." -#: ../../content/applications/productivity/to_do.rst:73 +#: ../../content/applications/productivity/to_do.rst:74 msgid "" "Add a brief :guilabel:`Summary` if needed. You can add a more elaborate " "description in the :guilabel:`Log a note` box." @@ -11257,11 +11257,11 @@ msgstr "" "Adicione um breve :guilabel:`Resumo` se necessário. Você pode adicionar uma " "descrição mais elaborada na caixa :guilabel:`Registrar uma nota`." -#: ../../content/applications/productivity/to_do.rst:76 +#: ../../content/applications/productivity/to_do.rst:77 msgid "Click :guilabel:`Schedule` to complete the action." msgstr "Clique em :guilabel:`Agendar` para concluir a ação." -#: ../../content/applications/productivity/to_do.rst:79 +#: ../../content/applications/productivity/to_do.rst:80 msgid "" "The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not " "create a to-do task." @@ -11269,11 +11269,11 @@ msgstr "" "A atividade :guilabel:`Afazer` *não* é uma tarefa a fazer. Selecioná-la não " "cria uma tarefa de afazer." -#: ../../content/applications/productivity/to_do.rst:82 +#: ../../content/applications/productivity/to_do.rst:83 msgid "Viewing to-dos in the Project app" msgstr "Exibição de afazeres no aplicativo Projeto" -#: ../../content/applications/productivity/to_do.rst:84 +#: ../../content/applications/productivity/to_do.rst:85 msgid "" "If you use the :doc:`Project app <../services/project>`, your to-dos also " "appear as private tasks under the :guilabel:`My Tasks` view." @@ -11286,7 +11286,7 @@ msgstr "" msgid "Example of a \"My Tasks\" pipeline in the Project app" msgstr "Exemplo de um funil \"Minhas tarefas\" no aplicativo Projeto" -#: ../../content/applications/productivity/to_do.rst:91 +#: ../../content/applications/productivity/to_do.rst:92 msgid "" "A padlock icon is visible on your private tasks to quickly identify them " "among your project tasks." diff --git a/locale/pt_BR/LC_MESSAGES/sales.po b/locale/pt_BR/LC_MESSAGES/sales.po index e3b2f22c4..f879d89eb 100644 --- a/locale/pt_BR/LC_MESSAGES/sales.po +++ b/locale/pt_BR/LC_MESSAGES/sales.po @@ -5,25 +5,23 @@ # # Translators: # Vanderlei P. Romera , 2023 -# Martin Trigaux, 2023 -# Éder Brito , 2023 # Luis Gustavo Almeida , 2023 # Jonas Vieira de Souza, 2023 # Marcel Savegnago , 2023 # Marcos Rodrigues, 2023 # Luis Felipe Miléo , 2023 # a75f12d3d37ea5bf159c4b3e85eb30e7_0fa6927, 2023 -# Wil Odoo, 2023 # Maitê Dietze, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Maitê Dietze, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -66,25 +64,12 @@ msgstr "Converter leads em oportunidades" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" -"O sistema pode gerar leads, em vez de oportunidades, para adicionar uma " -"etapa de qualificação antes de converter um *Lead* em uma *Oportunidade* e " -"atribuí-lo aos vendedores certos." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" -"Você pode ativar esse modo nas Configurações de CRM. Por padrão, ele se " -"aplica a todos os seus canais de vendas, mas você pode torná-lo específico " -"para canais específicos a partir do formulário de configuração." - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -109,103 +94,201 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "Configuração" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -"Para que esse recurso funcione, vá para :menuselection:`CRM --> Configuração" -" --> Definições` e ative o recurso *Leads*." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." msgstr "" -"Você terá então um novo submenu *Leads* sob *Leads*, no qual eles serão " -"agregados." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "Converter leads em oportunidades" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -"Ao clicar em um *Lead*, você terá a opção de convertê-lo em uma oportunidade" -" e decidir se ele ainda deve ser atribuído ao mesmo canal/pessoa, e se é " -"preciso criar um novo cliente." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -"Se você já tiver uma oportunidade com esse cliente, o Odoo automaticamente " -"oferecerá mesclar com essa oportunidade. Da mesma forma, o Odoo oferecerá " -"automaticamente que você vincule a um cliente existente, se o cliente já " -"existir." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" -msgstr "Mesclar oportunidades" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" -"O Odoo também proporá automaticamente a fusão de oportunidades, se elas " -"tiverem o mesmo endereço de e-mail. Ao mesclar oportunidades, Odoo mescla as" -" informações na oportunidade que foi criada primeiro, dando prioridade às " -"informações presentes na primeira oportunidade." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -"Nenhuma informação é perdida: os dados da outra oportunidade são registrados" -" no chatter e nos campos de informações para fácil acesso." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -"Se você próprio encontrar uma duplicata, também poderá mesclar oportunidades" -" ou leads, mesmo que o sistema não proponha isso." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -"Veja como fazer isso pela visualização de lista. Selecione as oportunidades " -"ou leads que deseja mesclar e o botão de ação aparecerá. Em seguida, você " -"pode selecionar mesclar." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." -msgstr "Também é possível mesclar mais de duas oportunidades ou leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." +msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" @@ -334,7 +417,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Form Builder building blocks" -msgstr "Blocos de construção do criadfor de formulário" +msgstr "Blocos de construção do criador de formulário" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:68 msgid "" @@ -604,6 +687,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Preços" @@ -1438,7 +1522,8 @@ msgstr "Visualização da página de medalhas no Odoo" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3 msgid "Enrich your contacts base with Partner Autocomplete" -msgstr "Enriqueça sua base de contatos com Autocompletar Parceiros" +msgstr "" +"Enriqueça sua base de contatos com o preenchimento automático de parceiros" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5 msgid "" @@ -9102,19 +9187,17 @@ msgid "Rental" msgstr "Locação" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" -"*Odoo Rental*** é uma solução abrangente para administrar seus aluguéis." #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" -"A partir de uma única visão, você pode enviar cotações, confirmar pedidos, " -"programar aluguéis, registrar quando os produtos forem retirados e " -"devolvidos e faturar seus clientes." #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" @@ -9125,88 +9208,238 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "Tutoriais 'Odoo': Aluguel `_" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "Preço da locação" - -#: ../../content/applications/sales/rental.rst:22 -msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +msgid "Dashboard" +msgstr "" + +#: ../../content/applications/sales/rental.rst:19 +msgid "" +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" -"Ir para :menuselection:`Rental --> Products`, selecione ou crie um produto, " -"e clique na aba *Rental* do produto. Em *Preço de aluguel*, clique em " -"*Adicionar um preço*. Depois escolha uma *Unidade* de tempo (horas, dias, " -"semanas ou meses), uma *Duração*, e um *Preço*. Você pode adicionar tantas " -"linhas de preço quantas forem necessárias, geralmente para dar descontos por" -" períodos de aluguel mais longos." #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" -msgstr "Exemplo de configuração de preços de aluguel no app Locação do Odoo" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." +msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" -"Sob *Reservas*, você pode adicionar multas para qualquer *Hora extra* ou " -"*Dia extra*. Você também pode definir um *Tempo de Segurança*, expresso em " -"horas, para tornar o produto temporariamente indisponível entre dois pedidos" -" de aluguel." #: ../../content/applications/sales/rental.rst:37 -msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." -msgstr "" -"Se você quiser alugar um produto criado fora do aplicativo Rental, não se " -"esqueça de assinalar *Cancelar *Cancelar* sob o nome do produto. Por padrão," -" esta opção é marcada quando você cria um produto diretamente do aplicativo " -"de Aluguel." +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "Definições" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "Informática" - -#: ../../content/applications/sales/rental.rst:44 +#: ../../content/applications/sales/rental.rst:39 msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" -"Odoo sempre usa duas regras para calcular o preço de um produto quando você " -"cria uma ordem de locação:" #: ../../content/applications/sales/rental.rst:46 +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:50 +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:52 +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:56 +msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "Reservas" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 msgid "Only one price line is used." msgstr "Apenas uma linha de preço é utilizada." -#: ../../content/applications/sales/rental.rst:47 +#: ../../content/applications/sales/rental.rst:125 msgid "The cheapest line is selected." msgstr "A linha mais barata é selecionada." -#: ../../content/applications/sales/rental.rst:50 +#: ../../content/applications/sales/rental.rst:128 msgid "Consider the following rental pricing configuration for a product:" msgstr "" "Considere a seguinte configuração de preços de aluguel para um produto:" -#: ../../content/applications/sales/rental.rst:52 +#: ../../content/applications/sales/rental.rst:130 msgid "1 day: $100" msgstr "1 dia: $100" -#: ../../content/applications/sales/rental.rst:53 +#: ../../content/applications/sales/rental.rst:131 msgid "3 days: $250" msgstr "3 dias: $250" -#: ../../content/applications/sales/rental.rst:54 +#: ../../content/applications/sales/rental.rst:132 msgid "1 week: $500" msgstr "1 semana: $500" -#: ../../content/applications/sales/rental.rst:56 +#: ../../content/applications/sales/rental.rst:134 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" @@ -9214,7 +9447,7 @@ msgstr "" "Um cliente deseja alugar este produto por oito dias. Qual será o preço que " "eles pagarão?" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " @@ -9224,92 +9457,267 @@ msgstr "" " opção mais barata. O cliente tem que pagar três vezes '3 dias' para cobrir " "os oito dias de aluguel, por um total de $750." -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "Assinatura do cliente" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" -"Você pode pedir a seus clientes que assinem um contrato de locação " -"delineando o acordo entre você e seus clientes antes que eles peguem os " -"produtos para garantir que seus produtos sejam devolvidos dentro do prazo e " -"em suas condições originais. Para isso, vá para :menuselection:`Rental --> " -"Configuration --> Settings', ative *Digital Documents*, e *Save*." #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "Configurações de documentos digitais no Locação do Odoo" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -"Esta característica requer o :doc:`Sign <.../finance/sign>` app. Se " -"necessário, a Odoo o instala após ativar *Documentos Digitais*." -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -"Uma vez salvas as configurações do aplicativo, você tem a opção de alterar o" -" *Acordo de locação* padrão a partir do menu suspenso. Você pode escolher " -"qualquer documento já carregado no aplicativo *Sign*, ou carregar um novo no" -" aplicativo *Sign*, clicando em *Upload Template*." -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -"Para solicitar uma assinatura do cliente, selecione uma ordem de locação " -"confirmada, clique em *Documentos assinados*, escolha o modelo do documento " -"e clique em *Documentos assinados* novamente. Na janela seguinte, selecione " -"seu cliente e clique em *Sign Now* para iniciar o processo de assinatura com" -" seu cliente. Quando o documento estiver concluído, clique em *Validar e " -"Enviar Documento Concluído*." -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" "Tutoriais 'Odoo': Assinatura de Documentos " "`_" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" -msgstr "Recibo de retirada e devolução" - -#: ../../content/applications/sales/rental.rst:96 -msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:252 +msgid "" +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" -"Você pode imprimir e dar a seus clientes recibos quando eles pegarem e/ou " -"devolverem produtos. Para isso, abra qualquer pedido de aluguel, clique em " -"*Imprimir* e selecione *Recibo de retirada e devolução*. Odoo então gera um " -"PDF detalhando todas as informações sobre o status atual dos itens alugados:" -" que foram retirados, quando se espera que sejam devolvidos, que foram " -"devolvidos, e custos potenciais de atraso de aluguel." #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" -msgstr "Imprimir um recibo de retirada e devolução no Locação do Odoo" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." +msgstr "" #: ../../content/applications/sales/sales.rst:10 msgid "" @@ -9331,64 +9739,54 @@ msgid "Amazon Connector" msgstr "Conector Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" -msgstr "Características do Conector Amazon" +msgid "Amazon Connector features" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" -"O **Amazon Connector** sincroniza os pedidos entre a Amazon e seu banco de " -"dados Odoo, o que reduz consideravelmente a quantidade de tempo gasto em seu" -" painel central de vendas da Amazon, tornando sua rotina diária muito mais " -"fácil." #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" -msgstr "Características Suportadas" +msgid "Supported features" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" -msgstr "O conector é capaz de:" +msgid "The Amazon Connector is able to:" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" -"Sincronizar (Amazônia a Odoo) todos os pedidos confirmados (tanto FBA como " -"FBM) e seus itens de pedido que incluem:" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" -msgstr "o nome, descrição e quantidade do produto" +msgid "product name, description, and quantity" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" -msgstr "os custos de envio do produto" +msgid "shipping costs for the product" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" -msgstr "os custos de embalagem para presente" +msgid "gift wrapping charges" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -"Criar na Odoo qualquer parceiro ausente relacionado a um pedido (tipos de " -"contato suportados: contato e entrega)." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -"Notificar a Amazon sobre uma remessa confirmada em Odoo (FBM) a fim de ser " -"paga." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." @@ -9396,267 +9794,271 @@ msgstr "" "Sincronize (Odoo para Amazon) todas as quantidades disponíveis dos seus " "produtos (FBM)." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "Suportar contas de vários vendedores." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "Suporta múltiplos mercados por conta de vendedor." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "Preenchido pela Amazônia (FBA)" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "Preenchido por Comerciante (FBM)" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "**Pedidos**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" -msgstr "Sincronizar os pedidos enviados e cancelados" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "Sincronizar pedidos não expedidos e cancelados" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize unshipped and canceled orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "**Shipping**" msgstr "*Embarque***" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "Cobranças" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "Entrega criada" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "**Gift Wrapping**" msgstr "*Envolvimento para presentes***" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "Manuseado pela Amazônia" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" -msgstr "Cobrança de embrulho de presente" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" -msgstr "Mensagem de presente" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "**Gestão de estoque***" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "Um movimento de estoque criado por item de ordem de venda" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "Manuseado pela entrega" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "Quantidade de produtos disponíveis atualizada do Odoo para a Amazon" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "**Confirmação***" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "Notificar a Amazon ao confirmar a entrega" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -"O conector é projetado para sincronizar os dados dos pedidos, conforme " -"detalhado acima. Outras ações, tais como baixar relatórios mensais de taxas," -" lidar com disputas ou emitir reembolsos devem ser gerenciadas a partir da " -"Central de Vendas da Amazon, como de costume." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" -msgstr "Mercados Apoiados" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" -"O Amazon Connector suporta todos os marketplaces atuais. Se um marketplace " -"não estiver listado nos seus marketplaces da Amazon, você pode " -":ref:`adicionar um novo marketplace `." #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr ":doc:`setup`" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr ":doc:`manage`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" -msgstr "Gerenciar pedidos da Amazônia em Odoo" +msgid "Amazon order management" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" -msgstr "Sincronização de pedidos" +msgid "Order synchronization" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" -"Os pedidos são buscados automaticamente da Amazônia e sincronizados em Odoo " -"em intervalos regulares. A sincronização é baseada no status da Amazon: " -"somente as ordens cujo status mudou desde a última sincronização são " -"buscadas na Amazon. Para **FBA** (Preenchido pela Amazon), apenas " -"**Expedidos** e **Cancelados** os pedidos são buscados. Para **FBM*** " -"(Preenchido pelo Comerciante), o mesmo é feito para os pedidos **Não " -"embarcados** e **Cancelados***. Para cada pedido sincronizado, um pedido de " -"venda e um cliente são criados em Odoo se ainda não estiverem registrados." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -"Quando uma ordem é cancelada na Amazônia e já estava sincronizada em Odoo, a" -" ordem de venda correspondente é automaticamente cancelada em Odoo." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -"Para forçar a sincronização de uma ordem cujo status não mudou desde a " -"última sincronização, ativar o modo :ref:`developer mode`, " -"navegar para sua conta Amazon e modificar a data em :menuselection:`Orders " -"Follow-up --> Last Order Sync'. Escolha uma data anterior à última " -"mudança de status da ordem que você deseja sincronizar e salvar." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" -"Para sincronizar imediatamente as ordens de sua conta Amazon, mude para " -":ref:`developer mode `, vá para sua conta Amazon e clique em" -" **SYNC ORDERS***. O mesmo pode ser feito com pickings, clicando em **SYNC " -"PICKINGS***." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "Gerenciar entregas na FBM" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" -"Quando um pedido **FBM** (Fulfilled by Merchant) é sincronizado em Odoo, um " -"picking é criado junto com o pedido de venda e o cliente. Você pode enviar " -"todos os produtos pedidos ao seu cliente de uma só vez ou enviar produtos " -"parcialmente usando pedidos em atraso." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" -"Quando uma coleta relacionada ao pedido é confirmada, uma notificação é " -"enviada à Amazon que, por sua vez, notificará o cliente que o pedido (ou uma" -" parte dele) está a caminho." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" -"A Amazon exige fornecer uma referência de rastreamento com cada entrega. " -"Você precisará atribuir ums transportadora. Se a transportadora não fornecer" -" automaticamente uma referência de rastreamento, você precisará configurar " -"uma manualmente. Isso se aplica a todos os marketplaces." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" -"Se a transportadora escolhida não for suportada pelo Odoo, você ainda pode " -"criar uma transportadora com o nome dela (por exemplo, criar uma " -"transportadora chamada `Colissimo`). Este nome não diferencia maiúsculas de " -"minúsculas, mas tenha cuidado com erros de digitação, pois a Amazon não os " -"reconhecerá." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." -msgstr "" -"Crie uma transportadora de entrega chamada `Entrega própria` para informar a" -" Amazon que você faz suas próprias entregas. Ainda é necessário inserir uma " -"referência de rastreamento." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" -"Tenha em mente que o cliente é notificado por e-mail sobre a entrega, e a " -"transportadora e a referência de rastreamento são exibidas no e-mail ao " -"cliente." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 +msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 msgid "Manage errors when synchronizing deliveries" msgstr "Gerenciar erros na sincronização de entregas" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " @@ -9669,7 +10071,7 @@ msgstr "" "esses envios são marcados com o marcador :guilabel:`Falha na sincronização " "com a Amazon`." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " @@ -9679,7 +10081,7 @@ msgstr "" "no Odoo. Se o problema for corrigido no Odoo, sincronize o envio novamente " "usando o botão \"Tentar sincronização com Amazon novamente\"." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -9702,170 +10104,205 @@ msgstr "" "ou clique em :guilabel:`Recuperar pedido` e insira a referência do pedido " "relevante da Amazon." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "Acompanhar entregas em FBA" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -"Quando um pedido **FBA** (Fulfilled by Amazon) é sincronizado em Odoo, um " -"movimento de estoque é registrado para cada item do pedido de venda para que" -" seja salvo em seu sistema. Os gerentes de estoque podem encontrar tais " -"movimentos em :menuselection:`Inventory --> Reporting --> Product Moves'. " -"Eles coletam os produtos em um local específico de estoque chamado " -"**Amazônia**. Este local representa seu estoque nos armazéns da Amazon e lhe" -" permite gerenciar o estoque de seus produtos sob o programa FBA." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -"Para acompanhar seu estoque da Amazônia (FBA) em Odoo, você pode fazer um " -"ajuste de estoque após reabastecê-lo. Você também pode acionar um " -"reabastecimento automático a partir das regras de reordenação da localização" -" na Amazônia." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -"A localização da Amazônia é configurável por conta amazônica administrada em" -" Odoo. Todas as contas da mesma empresa utilizam o mesmo local por padrão. É" -" possível, entretanto, acompanhar o estoque por mercado. Primeiro, remova o " -"mercado para o qual deseja seguir o estoque separadamente da lista de " -"mercados sincronizados. Em seguida, criar outro registro para esta conta e " -"remover todos os mercados, exceto um para isolar dos outros. Finalmente, " -"atribua outro local de estoque para o segundo registro de sua conta." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "Emitir faturas e registrar pagamentos" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "Emitir faturas" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -"O envio de faturas para clientes da Amazon diretamente do Odoo não é viável " -"devido à política da Amazon de não compartilhar endereços de e-mail dos " -"clientes. Em vez disso, é possível fazer manualmente o upload das faturas " -"geradas no Odoo para o backend da Amazon." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -"Além disso, para clientes B2B, atualmente é necessário recuperar manualmente" -" os números de IVA do backend da Amazon antes de criar a fatura no Odoo." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "Registrar pagamentos" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -"Como os clientes pagam a Amazon como intermediário, é recomendado criar um " -"diário bancário dedicado (por exemplo, chamado `Pagamentos da Amazon`) com " -"uma conta intermediária dedicada de *Banco e dinheiro*." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" -"Além disso, como a Amazon faz um único pagamento mensal, é necessário " -"selecionar todas as faturas vinculadas a um único pagamento ao registrar os " -"pagamentos. Use o :guilabel:`Diário` dedicado `pagamentos da Amazon` e " -"selecione :guilabel:`Depósito em lote` como a :guilabel:`Forma de " -"pagamento`. Em seguida, selecione todos os pagamentos gerados e clique em " -":menuselection:`Ações --> Criar pagamento em lote --> Validar`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -"O mesmo pode ser feito com as faturas de fornecedores da Amazon dedicadas a " -"comissões. Quando o saldo é recebido na conta bancária no final do mês e os " -"extratos bancários são registrados, credite a conta intermediária da Amazon " -"pelo valor recebido." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" -msgstr "Acompanhe suas vendas na Amazon em relatórios de vendas" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "Emitir faturas" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -"Como uma equipe de vendas é definida em sua conta na guia **Order Follow-" -"up**, isto ajuda você a dar uma rápida olhada nos números em apenas alguns " -"cliques no relatório de vendas. Por padrão, a equipe de vendas de sua conta " -"é compartilhada entre todas as contas de sua empresa." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -"Se desejar, você pode mudar a equipe de vendas em sua conta para que outra " -"equipe realize um relatório separado para as vendas desta conta." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -"Também é possível realizar relatórios por mercado de forma semelhante. " -"Primeiro, remova o mercado que você deseja rastrear separadamente da lista " -"de mercados sincronizados. Em seguida, criar outro registro para esta conta " -"e remover todos os mercados, exceto aquele a ser isolado dos outros. " -"Finalmente, designe outra equipe de vendas para um dos dois registros de sua" -" conta." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "Registrar pagamentos" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr ":doc:`features`" @@ -10184,7 +10621,6 @@ msgstr "" "um novo marketplace, proceda da seguinte forma:" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "Ativar o modo :ref:`developer mode`." @@ -10265,180 +10701,1267 @@ msgstr "" msgid "eBay Connector" msgstr "Conector Ebay" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "Como listar um produto?" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" -msgstr "Listagem sem variação" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 +msgid "" +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" -"Para listar um produto, você precisa verificar o campo ** usar eBay ** em um" -" formulário de produto. A guia eBay estará disponível." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" -"Quando o campo **Use a Quantidade de Estoque** for verificado, os conjuntos " -"de quantidade no eBay serão a quantidade de previsão do Odoo ***." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -"O ** Modelo de descrição ** permite que você use modelos para suas " -"listagens. O modelo padrão usa apenas o campo ** Descrição do eBay ** do " -"produto. Você pode usar html dentro do ** Modelo de descrição ** e na ** " -"Descrição do eBay **." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -"Para usar imagens em sua listagem, você precisa adicioná-las como ** anexos " -"** no modelo do produto." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "Listagem com variações" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" -"Quando a **utilização do eBay** em um produto com variações é verificada e " -"com **Preço fixo** como **Tipo de listagem**, o formulário do eBay é " -"ligeiramente diferente. Na matriz de variantes, você pode escolher qual " -"variante será listada no eBay, assim como definir o preço e a quantidade " -"para cada variante." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" -msgstr "Listagem com itens específicos" +msgid "Listing without variation" +msgstr "Listagem sem variação" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -"Para adicionar especificações do item, você deve criar um atributo do " -"produto com um valor na guia ** Variantes ** no formulário do produto." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" -msgstr "Identificadores de produto" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "Listagem com variações" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "Listagem com itens específicos" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" -"São necessários identificadores de produtos como EAN, UPC, Marca ou MPN na " -"maior parte da categoria eBay. O módulo gerencia os identificadores EAN e " -"UPC com o campo **Barcode** da variante do produto. Se o campo **Barcode*** " -"estiver vazio ou se o valor não for válido, os valores EAN e UPC serão " -"definidos como \"Não se aplica\", conforme recomendado pelo eBay. Os valores" -" da Marca e MPN estão funcionando como itens específicos e devem ser " -"definidos na guia **Variantes** no formulário do produto. Se estes valores " -"não forem definidos, 'Não se aplica' será usado para a listagem do eBay." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" -msgstr "Como configurar o eBay no Odoo?" +msgid "eBay connector setup" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" -msgstr "Crie tokens do eBay" +msgid "Overview" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" -"Para criar seus tokens, você precisa criar uma conta de desenvolvedor no " -"`portal do desenvolvedor ` _. Uma vez " -"conectado, você pode criar ** Sandbox Keys ** e ** Production Keys ** " -"clicando nos botões adequados." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." -msgstr "" -"Após a criação das chaves, você pode obter o token do usuário. Para fazer " -"isso, clique no link ** Obter um token de usuário** na parte inferior da " -"página. Vá até o formulário, faça login com sua conta do eBay e você obterá " -"as chaves e token necessários para configurar o módulo no Odoo." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" -msgstr "Configurar tokens no Odoo?" +msgid "eBay - Odoo linked fields" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" -"Para configurar a integração do eBay, vá para: seleção de menus: `Vendas -> " -"Configuração -> Configurações`." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" msgstr "" -"Primeiro, escolha se deseja usar a produção ou o sandbox do site eBay. Em " -"seguida, preencha os campos ** Chave do desenvolvedor **, ** Token **, ** " -"Chave do aplicativo **, ** Chave cert **. Aplique as alterações." + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" +msgstr "Subtítulo" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" -"Assim que a página for recarregada, você precisará sincronizar as " -"informações do eBay. Clique em ** Sincronizar países e moedas ** para " -"preencher todos os outros campos." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" -"Quando todos os campos estiverem preenchidos, você pode sincronizar as " -"categorias e as políticas clicando nos botões adequados." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "Duração" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "País" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "Token" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "Token do usuário" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 msgid "Accept account deletion notifications" msgstr "Aceitar notificações de exclusão de conta" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -10451,196 +11974,183 @@ msgstr "" "confirmar o recebimento da solicitação e tomar medidas adicionais, se " "necessário." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -"O Odoo tem um endpoint para receber essas notificações, confirmar o " -"recebimento da solicitação e lidar com o primeiro conjunto de ações para " -"anonimizar os detalhes da conta em **Contatos** e remover o acesso do " -"cliente ao portal." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -"Certifique-se de :ref:`configurar corretamente a sua assinatura para receber" -" notificações de exclusão da conta do marketplace `, pois o eBay pode temporariamente desativar a conta" -" em questão até que a assinatura seja concluída." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "Recuperar detalhes do endpoint do Odoo" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -"Os detalhes do endpoint podem ser encontrados em :menuselection:`Vendas --> " -"Configuração --> Definições --> eBay`. Clique em *Gerar Token* para obter o " -"seu **Token de verificação**." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "Botão para gerar um token de verificação do eBay no Odoo" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "Inscrever-se para notificações de exclusão de contas" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -"Faça login no `portal do desenvolvedor do eBay " -"`_ e vá para **Alertas e Notificaçõess**." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "Descrição geral do painel de controle Alertas e Notificações do eBay" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" "Para se inscrever para notificações de exclusão/encerramento, o eBay precisa" " de alguns detalhes:" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -"Um **endereço de e-mail** para o qual enviar notificações se o endpoint " -"estiver inacessível." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" -msgstr "Os **detalhes do endpoint**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "O URL do endpoint da notificação de exclusão de conta do Odoo" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "Um token de verificação" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "Campos dedicados para introduzir os detalhes do endpoint" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -"Você pode editar os dois últimos campos assim que o campo do endereço de " -"e-mail estiver preenchido." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "Verificar a conectividade com o endpoint" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -"Depois de definir os detalhes do endpoint recuperado no painel do eBay, " -"considere testar a conectividade com o botão **Enviar notificação de " -"teste**." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -"Você receberá a seguinte mensagem de confirmação: \"Uma notificação de teste" -" foi enviada com sucesso!\"" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "Botão para enviar notificação de teste" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "Usando o método de sincronização atualizado" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" -"Se você tiver muitos produtos, o eBay API pode, às vezes, recusar algumas " -"chamadas de sincronização devido a um limite de tempo baseado no número de " -"solicitações que o eBay faz cumprir." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" -"Para resolver este problema, foi desenvolvido um novo mecanismo de " -"implementação; entretanto, este mecanismo atualizado é desativado por padrão" -" para evitar que os 2 sistemas funcionem em paralelo nas instalações " -"existentes." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "Para mudar para o novo mecanismo de sincronização:" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" -"Ir para :menuselection:`Settings --> Technical --> Scheduled Actions``" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" -"Arquivar as antigas ações de sincronização (ambas são nomeadas *Ebay: " -"atualizar status do produto*)" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" -"Ativar as novas ações de sincronização (*Ebay: obter novas ordens* que " -"funciona a cada 15min por padrão e *Ebay: sincronizar estoque (para " -"sincronização de 'obter novas ordens')* que funciona uma vez por dia por " -"padrão)" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" -"Garantir que a **Próxima data de execução*** para ambas as ações esteja em " -"um futuro próximo" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" -"A partir da próxima data de execução, será utilizado o novo método, em vez " -"do antigo." - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "Método de faturamento" @@ -14670,12 +16180,6 @@ msgstr "" "Para usar várias moedas no Odoo *Vendas*, o aplicativo *Financeiro* **deve**" " ser instalado." -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "Definições" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -16329,400 +17833,762 @@ msgid "Manage your products" msgstr "Gerencie seus produtos" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" -msgstr "Como importar Produtos com Categorias e Variantes" +msgid "Import products" +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -"Os modelos de importação são fornecidos na ferramenta **Import Tool*** dos " -"dados mais comuns para importação (contatos, produtos, extratos bancários, " -"etc.). Você pode abri-los com qualquer software de planilha (Microsoft " -"Office, OpenOffice, Google Drive, etc.)." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "Como personalizar o arquivo" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -"Remova colunas de que você não precisa. Entretanto, aconselhamos a não " -"remover a coluna *ID* (veja por que abaixo)." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -"Defina um ID exclusivo para cada registro arrastando para baixo a sequência " -"de ID." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" -"Não altere os rótulos das colunas que você quer importar. Caso contrário, " -"Odoo não as reconhecerá mais e você terá que mapeá-las por conta própria na " -"tela de importação." #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -"Sinta-se livre para adicionar novas colunas, mas os campos precisam existir " -"em Odoo. Se Odoo falhar na correspondência do nome da coluna com um campo, " -"você pode fazer a correspondência manualmente ao importar, navegando por uma" -" lista de campos disponíveis." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "Por que uma coluna \"ID\"?" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -"O ID é um identificador único para o item de linha. Você pode usar o do seu " -"software anterior para facilitar a transição para o Odoo." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -"O estabelecimento de uma identificação não é obrigatório na importação, mas " -"ajuda em muitos casos:" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" -"Atualizar importações: você pode importar o mesmo arquivo várias vezes sem " -"criar duplicatas." - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." -msgstr "Campos de relação de importação (veja aqui abaixo)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" -msgstr "Como importar campos de relação" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -"Um objeto Odoo está sempre relacionado a muitos outros objetos (por exemplo," -" um produto está ligado a categorias de produtos, atributos, fornecedores, " -"etc.). Para importar essas relações, é necessário importar primeiro os " -"registros do objeto relacionado a partir de seu próprio menu da lista." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 -msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 +msgid "" +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "Variantes do produto" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" -"Você pode fazer isso usando o nome do registro relacionado ou sua " -"identificação. A identificação é esperada quando dois registros têm o mesmo " -"nome. Nesse caso, adicione \" / ID\" no final do título da coluna (por " -"exemplo, para atributos do produto: Atributos do produto / Atributos / ID)." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" -msgstr "Obter automaticamente imagens de produtos com o Google Images" +msgid "Product images with Google Images" +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -"As imagens de produtos são muito úteis no Odoo, por exemplo, para encontrar " -"rapidamente um produto ou verificar se digitalizou o produto certo, mas isso" -" pode ser um pouco complicado de configurar, especialmente se você tiver " -"muitos produtos. A **Pesquisa personalizada do Google** permite encontrar " -"automaticamente imagens para o seu produto com base no código de barras, " -"podendo assim manter o foco no que importa no seu negócio." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "Esta funcionalidade requer configuração tanto no Google como no Odoo." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -"Com uma conta Google gratuita, pode obter até 100 imagens gratuitas por dia." -" Se precisar de uma quantidade maior, será preciso fazer upgrade para uma " -"conta paga." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "Painel da API do Google" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" "Go to the `Google Cloud Platform API & Services " "`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -"Vá para a página `API e Serviços da Google Cloud Platform " -"`_ para gerar credenciais de API de " -"pesquisa personalizada do Google. Faça login com sua conta do Google." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." msgstr "" -"Selecione ou crie um projeto de API para armazenar as credenciais. Escolha " -"um nome explícito (por exemplo, imagens do Odoo)." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" -"Na seção de credenciais, clique em **Criar credenciais** e selecione " -"**Chaves de API**." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" -msgstr "Página API e Serviços no Google Cloud Platform" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" +msgid "API & Services page on Google Cloud Platform." msgstr "" -"Guarde a sua **Chave de API**. Você precisará dela para o próximo passo no " -"Odoo!" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" -"Utilize a barra de pesquisa para procurar **API de pesquisa personalizada do" -" Google** e selecione-a." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" +msgid "The API key created pop-up window that appears." msgstr "" -"Barra de pesquisa que contém a \"API de pesquisa personalizada\" no Google " -"Cloud Platform" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." -msgstr "Habilite a API." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" -"Bloco da \"API de pesquisa personalizada\" com destaque para o o botão " -"Ativar na Google Cloud Platform" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" -msgstr "Painel de controle da busca programável do Google" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" -"Acesse o `Mecanismo de pesquisa programável do Google " -"`_ e clique em **Primeiros " -"passos**. Inicie sessão com a sua conta Google." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -"Página do mecanismo de pesquisa programável do Google com o botão **Primeiros passos** no canto superior direito\n" -"da página" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." -msgstr "" -"Preencha o idioma e o nome do mecanismo de busca. Escolha um nome explícito " -"(por exemplo, imagens do Odoo)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" +msgstr "Painel de controle da busca programável do Google" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -"O Google não permite criar um mecanismo de pesquisa sem ter inserido pelo " -"menos um site específico para pesquisar. Você pode colocar qualquer site Web" -" (por exemplo, www.google.com) nessa etapa, que removeremos mais tarde." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -"Valide o formulário clicando em **Criar**. Em seguida, acesse o modo de " -"edição do mecanismo de busca que criou (clicando em **Painel de controle** " -"na página de confirmação ou clicando no nome do seu motor de busca na página" -" inicial)." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -"Na aba **básico**, certifique-se de ativar a **Pesquisa de imagens**, a " -"**Pesquisa segura** e a **Pesquisar toda a web**." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" -"Quando a opção **Pesquisar toda a web** estiver ativada, você pode excluir " -"com segurança o site que colocou na etapa anterior." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -"Guarde o seu **ID do mecanismo de pesquisa**. Você precisará dele para o " -"próximo passo no Odoo!" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -"Acesse a :menuselection:`Definições --> Configurações gerais --> " -"Integrações`, ative **Google Images** e salve." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -"Volte a :menuselection:`Definições --> Definições Gerais--> Integrações`, " -"introduza a sua **Chave de API** e **ID do mecanismo de pesquisa** nas " -"definições de **Google Images** e salve novamente." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" -msgstr "Obter automaticamente as imagens de produtos no Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" -"A ação para obter automaticamente as imagens dos seus produtos no Odoo " -"aparece em qualquer vista de lista de Produtos ou Variantes de Produtos. " -"Aqui está um guia com o passo-a-passo no aplicativo Inventário." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -"Acesse o menu Produtos (:menuselection:`Produtos --> Produtos` ou " -":menuselection:`Produtos --> Variantes de produtos`) a partir de qualquer " -"aplicativo que utilize produtos como Inventário ou Vendas." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." -msgstr "Na visão de lista, selecione os produtos que precisam de uma imagem." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -"Apenas os 10.000 primeiros produtos ou variantes de produtos selecionados " -"serão processados." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" -"Apenas os produtos ou variantes de produtos com um código de barras e sem " -"uma imagem serão processados." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" -"Se você selecionar um produto que tenha uma ou mais variantes da " -"visualização de Produtos, cada variante que corresponder aos critérios " -"anteriores será processada." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." -msgstr "" -"No menu de ação, selecione **Obter imagens do Google Images** e valide " -"clicando em **Obter imagem**." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." -msgstr "Você verá as imagens aparecendo gradualmente." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 -msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -"Apenas as 10 primeiras imagens são obtidas imediatamente. Se você selecionar" -" mais de 10, as restantes serão obtidas como trabalho em segundo plano." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -"O trabalho em segundo plano processa cerca de 100 imagens em um minuto. Se " -"atingir a cota autorizada pelo Google (seja com um plano gratuito ou pago), " -"a tarefa em segundo plano ficará em espera durante 24 horas e continuará " -"onde parou no dia anterior." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 +msgid "" +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" @@ -16730,11 +18596,6 @@ msgstr "" "`Criar, modificar ou encerrar sua conta do Google Cloud Billing " "`_" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "Variantes do produto" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -18264,7 +20125,7 @@ msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" @@ -18444,7 +20305,7 @@ msgstr "" "automaticamente (se o aplicativo *Inventário* do Odoo estiver instalado)." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" @@ -18465,7 +20326,7 @@ msgstr "" "das vendas." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -18506,7 +20367,7 @@ msgstr "" "uma cotação. Isso revela um campo em branco na coluna :guilabel:`Produto`." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -18535,7 +20396,7 @@ msgstr "" "mas isso pode ser editado a qualquer momento." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -19665,49 +21526,13 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" -"Em seguida, no campo :guilabel:`Modelo de cotação expira após`, indique por " -"quantos dias o modelo de cotação permanecerá válido, ou deixe o campo no " -"padrão `0` para manter o modelo válido indefinidamente." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" -"Se os recursos :guilabel:`Assinatura on-line` e/ou :guilabel:`Pagamento on-" -"line` estiverem ativados em :guilabel:`Definições` (:menuselection:`app " -"Vendas --> Configuração --> Definições`), essas opções estarão disponíveis " -"no campo :guilabel:`Confirmação on-line`." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" -"No campo :guilabel:`Confirmação on-line`, marque a caixa ao lado de " -":guilabel:`Assinatura` para solicitar uma assinatura on-line do cliente para" -" confirmar um pedido. Marque a caixa ao lado de :guilabel:`Pagamento` para " -"solicitar um pagamento on-line do cliente para confirmar um pedido." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" -"Ambas as opções podem ser ativadas simultaneamente, caso em que o cliente " -"deve fornecer **tanto** uma assinatura **quanto** um pagamento para " -"confirmar um pedido." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." @@ -19717,7 +21542,7 @@ msgstr "" "de e-mail pré-configurado a ser enviado aos clientes após a confirmação de " "um pedido." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -19729,18 +21554,18 @@ msgstr "" " selecione: :guilabel:`Criar` ou :guilabel:`Criar e editar…` no menu " "suspenso exibido." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" -"A seleção de :guilabel:`Criar` cria o modelo de e-mail, que pode ser editado" -" posteriormente. Selecionar :guilabel:`Criar e editar…` cria o modelo de " -"e-mail, e uma janela pop-up :guilabel:`Criar e-mail de confirmação` é " -"exibida, na qual o modelo de e-mail pode ser personalizado e configurado " -"imediatamente." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" @@ -19750,7 +21575,7 @@ msgstr "" "Crie uma janela pop-up de e-mail de confirmação a partir do formulário de " "modelo de cotação no Odoo Vendas." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." @@ -19759,7 +21584,7 @@ msgstr "" ":guilabel:`Salvar e Fechar` para salvar o modelo de e-mail e retornar ao " "formulário de cotação." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." @@ -19768,32 +21593,62 @@ msgstr "" ":guilabel:`Empresa` para designar a qual empresa esse modelo de cotação se " "aplica." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" -"No campo :guilabel:`Recorrência`, escolha entre uma variedade de quantidades" -" de tempo pré-configuradas (por exemplo, :guilabel:`Mensal`, " -":guilabel:`Trimestral`) para designar a frequência com que esse modelo de " -"cotação deve ocorrer." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" -"O campo :guilabel:`Recorrência` **somente** se aplica a planos de " -"assinatura. Para obter mais informações, consulte a documentação em " -":doc:`../../subscriptions/plans`." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "Aba Linhas" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -19807,13 +21662,7 @@ msgstr "" "seções) e explicados com informações discricionárias (como detalhes de " "garantia, termos etc.) clicando em :guilabel:`Adicionar uma nota`." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" -"Aba de linhas preenchidas em um formulário de modelo de cotação no Odoo " -"Vendas." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " @@ -19824,7 +21673,7 @@ msgstr "" "de modelo de cotação. Isso revela um campo em branco na coluna " ":guilabel:`Produtos`." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " @@ -19834,7 +21683,7 @@ msgstr "" "dados. Selecione o produto desejado no menu suspenso para adicioná-lo ao " "modelo de cotação." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -19846,7 +21695,7 @@ msgstr "" "suspenso. Os produtos também podem ser encontrados clicando em " ":guilabel:`Pesquisar mais…` no menu suspenso." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." @@ -19854,7 +21703,7 @@ msgstr "" "Quando um produto é adicionado a um modelo de cotação, o padrão " ":guilabel:`Quantidade` é `1`, mas isso pode ser editado a qualquer momento." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." @@ -19862,7 +21711,7 @@ msgstr "" "Em seguida, arraste e solte o produto na posição desejada pelo ícone de " ":guilabel:`seis quadrados`, localizado à esquerda de cada item de linha." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -19876,7 +21725,7 @@ msgstr "" "qual o nome desejado da seção pode ser digitado. Quando o nome tiver sido " "digitado, clique em outro lugar para manter o nome da seção." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." @@ -19885,7 +21734,7 @@ msgstr "" "ícone de :guilabel:`seis quadrados`, localizado à esquerda de cada item de " "linha." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -19898,7 +21747,7 @@ msgstr "" "desejada pode ser digitada. Quando a nota tiver sido inserida, clique em " "outro lugar para mantê-la." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." @@ -19906,7 +21755,7 @@ msgstr "" "Então, arraste e solte a nota na posição desejada pelo ícone de " ":guilabel:`seis quadrados`." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " @@ -19916,11 +21765,11 @@ msgstr "" "seção e/ou nota), clique no ícone :guilabel:`🗑️ (lixeira)` no lado direito " "da linha." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "Aba de produtos opcionais" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -19932,7 +21781,7 @@ msgstr "" "oferecer produtos úteis e relacionados aos clientes, o que pode resultar no " "aumento das vendas." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -19948,7 +21797,7 @@ msgstr "" "Produtos opcionais que aparecem em um pedido de vendas típico com o Odoo " "Vendas." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -19961,12 +21810,7 @@ msgstr "" " complementem a oferta original como valor agregado para o possível " "comprador." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" -"Aba de produtos opcionais preenchida em um modelo de cotação no Odoo Vendas." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." @@ -19974,17 +21818,17 @@ msgstr "" "Clicar em :guilabel:`Adicionar uma linha` revela um campo em branco na " "coluna :guilabel:`Produto`." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" "Os produtos opcionais **não** são necessários para criar um modelo de " "cotação." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "Aba Termos e Condições" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," @@ -19994,150 +21838,44 @@ msgstr "" "termos e condições ao modelo de cotação. Para adicionar termos e condições, " "basta digitar (ou copiar/colar) os termos e condições desejados nessa aba." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" -"Aba Termos e Condições em um formulário de modelo de cotação no Odoo Vendas." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" "Os termos e condições **não** são necessários para criar um modelo de " "cotação." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" -msgstr "Elaborar modelos de cotações" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." +msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -"No canto superior esquerdo do formulário de modelo de cotação, há um botão " -":guilabel:`Modelo de desing`." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -"Botão de modelo de design no canto superior esquerdo do formulário de modelo" -" de cotação." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" -"Ao clicar, o Odoo revela uma pré-visualização do modelo de cotação, pelo " -"aplicativo Odoo *Site*, como ele aparecerá no front-end do site para o " -"cliente." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" -"Esse recurso está **somente** disponível se o aplicativo *Site* estiver " -"instalado." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" -"O Odoo usa vários blocos azuis de espaço reservado para indicar onde " -"determinados elementos aparecem e o que eles contêm (por exemplo, " -":guilabel:`Cabeçalho do modelo`, :guilabel:`Produto`)." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" -"Para editar o conteúdo, a aparência e o design geral do modelo de cotação " -"por meio do aplicativo *Site*, clique no botão :guilabel:`Editar` no canto " -"superior direito." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" -"Botão de edição do modelo de design no canto superior direito do design do " -"modelo de cotação." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" -"Ao clicar em :guilabel:`Editar`, o Odoo revela uma barra lateral repleta de " -"uma variedade de elementos de design e blocos de construção ricos em " -"recursos. Esses blocos de construção podem ser arrastados e soltos em " -"qualquer lugar no design do modelo de cotação." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" -"Barra lateral de blocos de construção do design de modelo de cotação no site" -" Odoo." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" -"Depois que um bloco é colocado na posição desejada, ele pode ser " -"personalizado e configurado para atender a qualquer necessidade, aparência " -"ou estilo exclusivo." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" -"O design do modelo de cotação usa a mesma metodologia e funcionalidade com " -"blocos de construção de design que um design típico de página da web com o " -"Odoo *Site*. Não deixe de consultar a documentação " -":doc:`../../../websites/website` para saber mais." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" -"Quando todos os blocos e personalizações estiverem concluídos, clique no " -"botão :guilabel:`Salvar` para colocar essas configurações em vigor." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" -"Há também uma faixa azul na parte superior do design do modelo de cotação " -"com um link para retornar rapidamente :guilabel:`Voltar ao modo de edição`. " -"Quando clicado, o Odoo retorna ao formulário de modelo de cotação no back-" -"end do aplicativo *Vendas*." - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "Use modelos de cotação" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -20151,7 +21889,7 @@ msgstr "" "Campo de modelos de cotação em um formulário de cotação padrão no Odoo " "Vendas." -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -20166,6 +21904,33 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "Visualização do cliente de um modelo de cotação no Odoo Vendas." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" +"O design do modelo de cotação usa a mesma metodologia e funcionalidade com " +"blocos de construção de design que um design típico de página da web com o " +"Odoo *Site*. Não deixe de consultar a documentação " +":doc:`../../../websites/website` para saber mais." + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" +"Quando todos os blocos e personalizações estiverem concluídos, clique no " +"botão :guilabel:`Salvar` para colocar essas configurações em vigor." + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Assinaturas" @@ -20523,25 +22288,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr ":doc:`../subscriptions`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr ":doc:`plans`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr ":doc:`products`" @@ -21552,160 +23317,141 @@ msgid ":doc:`ecommerce`" msgstr ":doc:`ecommerce`" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" -msgstr "Renovar uma assinatura" +msgid "Renew subscriptions" +msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -"A característica chave de um modelo de negócios de assinatura é a natureza " -"recorrente dos pagamentos. Neste modelo, os clientes pagam uma quantia " -"recorrente em troca do acesso a um produto ou a um serviço." -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" -"Cada assinante experimenta este processo de renovação mensalmente, " -"anualmente, ou às vezes mais, dependendo da duração do contrato. A maioria " -"das empresas de assinatura optam por automatizar seus processos de renovação" -" mas, em alguns casos, a renovação manual da assinatura ainda é a opção " -"preferida." #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -"Com **Odoo Assinaturas**, você pode ter todas as suas assinaturas em uma " -"única aplicação, sugerir uma renovação automática de assinatura a seus " -"clientes (assim como uma assinatura manual) e, finalmente, filtrar todas as " -"suas assinaturas e encontrar facilmente aquelas para renovar (com a ajuda da" -" etiqueta *Para renovar*)." -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" -msgstr "Renovar sua primeira assinatura" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" +msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" -"Antes de renovar uma assinatura, não se esqueça de consultar a nossa " -"documentação sobre como :doc:`Criar um cotação <../subscriptions>` " -"utilizando produtos de assinatura. Uma vez confirmada, a cotação se torna um" -" pedido de venda e uma nova assinatura é criada automaticamente. Por " -"conseguinte, esta assinatura tem o status *Em andamento*. A partir daí, há a" -" possibilidade de renovar a assinatura. Na aba Outras informações, abaixo da" -" seção *A renovar*, é possível ativar a opção *A renovar*. Quando ativada, " -"aparece automaticamente uma faixa amarelo no canto superior direito da " -"assinatura." #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" -msgstr "Renovar a sua assinatura com o Assinaturas do Odoo" +msgid "Renew button on subscription sales order with Odoo Subscriptions." +msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" -"O marcador *A renovar* é automaticamente colocado quando há falha em um " -"pagamento. Isso também aparece no portal do cliente. Para visualizá-lo, " -"basta clicar no botão *Visualização do cliente*. A faixa *A renovar* aparece" -" no canto superior direito." - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "Visualização do cliente de uma renovação com o Assinaturas do Odoo" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" -"Quando uma assinatura precisa ser renovada, você tem a possibilidade de usar" -" um novo botão chamado *Renovação de cotação*. Ao clicar sobre ele, uma nova" -" cotação é criada. A partir daí, inicie um fluxo básico de vendas que lhe " -"permita enviar a cotação por e-mail a seus clientes ou confirmá-la. É melhor" -" primeiro *Enviar por e-mail* a cotação para seus clientes a fim de ter sua " -"confirmação e, em seguida, *Confirmar* em **Odoo Vendas***." - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" -"No Chatter desta nova citação, é mencionado que \"Esta ordem de renovação " -"foi criada a partir da assinatura anterior\". Uma vez confirmada por seus " -"clientes, esta cotação se torna uma ordem de venda e uma nova venda é " -"mencionada no canto superior direito da assinatura." - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "Renovar uma cotação com o Assinaturas do Odoo" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" -"Ao clicar no botão *Vendas*, você tem um resumo de seus pedidos de venda em " -"uma visualização de lista. A única diferença entre suas duas cotações é a " -"descrição abaixo da categoria *Gestão de Assinaturas*. Lá, você pode " -"visualizar facilmente qual delas é a sua renovação." - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" -"Renovação como formulário de gestão de assinaturas no Assinaturas do Odoo" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "Visualize suas assinaturas para renovar" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." -msgstr "" -"Finalmente, se você quiser visualizar todas as suas assinaturas e encontrar " -"facilmente as para renovar, você pode ir ao seu painel *Subscrições* e usar " -"o filtro *Para renovar*." #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 +msgid "" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" -"Visualização de lista de todas as assinaturas e usp do filtro A renovar no " -"Assinaturas do Odoo" #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Reports" @@ -21976,164 +23722,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "Relatório do painel de controle dos vendedores no Assinaturas do Odoo" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" -msgstr "Upsell uma assinatura" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" +msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" -"As assinaturas são recorrentes e continuam por tempo indeterminado. Com o " -"passar do tempo, nossos clientes podem querer modificá-las. Devemos então " -"ser capazes de adaptar os preços ou alterar as quantidades dos produtos para" -" acomodar suas necessidades. Duas situações podem acontecer:" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -"**Clientes leais:** Este tipo de clientes já confiam em você como uma marca." -" Portanto, você está confiante em relação ao que você oferece, pois eles " -"continuam pagando por seus produtos e serviços. Consequentemente, é mais " -"fácil vender-lhes algo adicional do que seria a um novo cliente." -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -"**Novos clientes:** Para este tipo de clientes, você tem que vir com algo " -"novo, algo atraente. E quanto aos descontos? Normalmente, cada assinatura " -"termina após um determinado período de tempo. Fazer estes tipos de ofertas " -"para novos clientes fortalece seu relacionamento com eles e também aumenta " -"sua retenção." -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" -"Como explicado anteriormente, para aumentar uma assinatura para novos " -"clientes, é recomendável oferecer *Descontos*. Para ativar esta opção, vá " -"para :menuselection:`Sales --> Configuration --> Settings' e, na categoria " -"*Pricing*, você tem a possibilidade de conceder descontos em linhas de ordem" -" de venda." #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" -msgstr "Ativação da opção de desconto no Vendas doOdoo" - -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "Venda sua primeira assinatura" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 -msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +msgid "Activation of the discount option in Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:41 +msgid "" +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" -"Antes de fazer upsell de uma assinatura, não se esqueça de consultar a nossa" -" documentação sobre como :doc:`Criar uma cotação <../subscriptions>` " -"utilizando produtos de assinatura. Uma vez confirmada, uma cotação se torna " -"um pedido de venda e uma nova assinatura é criada automaticamente. Por " -"conseguinte, esta subscrição tem o status *Em andamento*. A partir daí, há a" -" possibilidade de vender a sua subscrição." #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" -msgstr "Fazer upsell da sua assinatura com o Assinaturas do Odoo" - -#: ../../content/applications/sales/subscriptions/upselling.rst:48 -msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:63 +msgid "" +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" -"Usando o botão inteligente *Upsell*, você é capaz de criar uma nova cotação " -"com novos produtos de assinatura e enviá-la aos seus clientes para " -"aprovação." #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -"Adicionar produtos à sua assinatura através da opção de upsell no " -"Assinaturas do Odoo" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -"Quando a cotação é confirmada por seus clientes, os produtos são adicionados" -" à assinatura inicial. Os preços das cotações são, então, rateados para o " -"tempo restante do período de faturamento atual." -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" -"Naturalmente, antes de enviar esta nova cotação a seus clientes, você pode " -"alterar o preço unitário, os impostos e até mesmo o desconto que pretende " -"oferecer. O botão inteligente *Visualização do cliente* é útil para supor a " -"reação do cliente. Neste caso, podemos dizer com confiança que o cliente " -"*assinará e pagará* esta nova cotação. Quando isso estiver feito, você terá " -"que voltar ao modo de edição, confirmar a cotação e clicar no botão " -"inteligente *Assinaturas* para visualizar todas as atualizações. Ali, você " -"pode ver que uma linha adicional foi adicionada à assinatura com o novo " -"serviço extra que o cliente queria comprar." #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" -"Visualizar todas as atualizações das suas assinaturas com o Assinaturas do " -"Odoo" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" -"Além disso, ao clicar no botão *Vendas*, você tem um resumo de seus pedidos " -"de venda em uma visualização de lista." - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "" -"Visualização de lista de todas os pedidos de venda criados para uma " -"assinatura" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." -msgstr "" -"A única diferença entre seus dois pedidos de venda é a descrição sob a " -"categoria *Subscription Management*. Lá, você pode visualizar facilmente " -"qual deles é o seu \"upselling\"." diff --git a/locale/pt_BR/LC_MESSAGES/services.po b/locale/pt_BR/LC_MESSAGES/services.po index 4d29764aa..bb8e40f83 100644 --- a/locale/pt_BR/LC_MESSAGES/services.po +++ b/locale/pt_BR/LC_MESSAGES/services.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Maitê Dietze, 2023\n" "Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n" @@ -5175,13 +5175,9 @@ msgstr "Definições do projeto" #: ../../content/applications/services/project/project_management.rst:58 msgid "" -"`Odoo Tutorials: Customize your project " -"`_" +"`Odoo Tutorials: Customize projects " +"`_" msgstr "" -"`Tutoriais do Odoo: Personalizar seu projeto " -"`_" #: ../../content/applications/services/project/project_management.rst:61 msgid "" diff --git a/locale/pt_BR/LC_MESSAGES/websites.po b/locale/pt_BR/LC_MESSAGES/websites.po index 732439db8..c8a7eb616 100644 --- a/locale/pt_BR/LC_MESSAGES/websites.po +++ b/locale/pt_BR/LC_MESSAGES/websites.po @@ -8,18 +8,18 @@ # Marcos Rodrigues, 2023 # a75f12d3d37ea5bf159c4b3e85eb30e7_0fa6927, 2023 # Martin Trigaux, 2023 -# Wil Odoo, 2023 # Luis Felipe Miléo , 2023 -# Maitê Dietze, 2023 +# Maitê Dietze, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Maitê Dietze, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -31,6 +31,278 @@ msgstr "" msgid "Websites" msgstr "Sites" +#: ../../content/applications/websites/blog.rst:3 +msgid "Blog" +msgstr "Blog" + +#: ../../content/applications/websites/blog.rst:5 +msgid "" +"**Odoo Blog** allows you to create and manage blog posts on your website to " +"engage your audience and build a community." +msgstr "" + +#: ../../content/applications/websites/blog.rst:9 +msgid "" +"If the Blog module is not yet installed, click :guilabel:`+New` on the " +"website builder, select :guilabel:`Blog Post`, and click " +":guilabel:`Install`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:13 +msgid "Creating a blog" +msgstr "" + +#: ../../content/applications/websites/blog.rst:15 +msgid "" +"To create or edit a blog, go to :menuselection:`Website --> Configuration " +"--> Blogs: Blogs`. Click :guilabel:`New`, and enter the :guilabel:`Blog " +"Name` and the :guilabel:`Blog Subtitle`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:18 +msgid "" +"The :guilabel:`Blog` menu item is added to your website's menu the first " +"time you create a blog and gathers all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:22 +msgid "Adding a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:24 +msgid "" +"Go to your website, click :guilabel:`+New` in the top-right corner, and " +"select :guilabel:`Blog Post`. In the pop-up, **select the blog** where the " +"post should appear, write the post's :guilabel:`Title`, and " +":guilabel:`Save`. You can then write the post's content and customize the " +"page using the website builder." +msgstr "" + +#: ../../content/applications/websites/blog.rst:30 +msgid "" +"Illustrate your articles with copyright-free images from :doc:`Unsplash " +"`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:32 +msgid "Type `/` in the text editor to format and add elements to your text." +msgstr "" + +#: ../../content/applications/websites/blog.rst:35 +msgid "" +"Don't forget to toggle the :guilabel:`Unpublished` switch in the top-right " +"corner to publish your post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:39 +msgid "Using tags" +msgstr "" + +#: ../../content/applications/websites/blog.rst:41 +msgid "" +"Tags let visitors filter all posts sharing the same tag. By default, they " +"are displayed at the bottom of posts, but can also be displayed on the " +"blog's main page. To do so, click :menuselection:`Edit --> Customize` and " +"enable the :guilabel:`Sidebar`. By default, the sidebar's :guilabel:`Tags " +"List` is enabled." +msgstr "" + +#: ../../content/applications/websites/blog.rst:46 +msgid "" +"To create a tag, go to :menuselection:`Website --> Configuration --> Blogs: " +"Tags` and click :guilabel:`New`. Fill in the:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:49 +msgid ":guilabel:`Name`" +msgstr ":guilabel:`Nome`" + +#: ../../content/applications/websites/blog.rst:50 +msgid "" +":guilabel:`Category`: tag categories let you group tags displayed on the " +"sidebar by theme." +msgstr "" + +#: ../../content/applications/websites/blog.rst:51 +msgid "" +":guilabel:`Used in`: to apply the tag to existing blog posts, click " +":guilabel:`Add a line`, select the posts, and click :guilabel:`Select`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:54 +msgid "" +"You can add and create tags directly from posts by clicking " +":menuselection:`Edit --> Customize` and select the post's cover. Under " +":guilabel:`Tags`, click :guilabel:`Choose a record...`, and select or create" +" a tag." +msgstr "" + +#: ../../content/applications/websites/blog.rst-1 +msgid "Adding a tag to a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:62 +msgid "" +"To manage tag categories, go to :menuselection:`Website --> Configuration " +"--> Blogs: Tag Categories`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:66 +msgid "Customizing blog homepages" +msgstr "" + +#: ../../content/applications/websites/blog.rst:68 +msgid "" +"Customize the content of blog homepages by opening a blog homepage and " +"clicking :menuselection:`Edit --> Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:72 +msgid "Settings apply to **all** blogs homepages." +msgstr "" + +#: ../../content/applications/websites/blog.rst:74 +msgid "" +":guilabel:`Top Banner`: :guilabel:`Name/Latest Post` displays the title of " +"the latest post on the top banner, while :guilabel:`Drop Zone for Building " +"Blocks` removes the top banner and lets you use any building block instead." +msgstr "" + +#: ../../content/applications/websites/blog.rst:78 +msgid "" +":guilabel:`Layout`: organizes posts as a :guilabel:`Grid` or " +":guilabel:`List`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:80 +msgid ":guilabel:`Cards`: adds a *card* effect." +msgstr "" + +#: ../../content/applications/websites/blog.rst:81 +msgid ":guilabel:`Increase Readability`: improves the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:83 +msgid "" +":guilabel:`Sidebar`: displays a sidebar containing an :guilabel:`About us` " +"section." +msgstr "" + +#: ../../content/applications/websites/blog.rst:85 +msgid "" +":guilabel:`Archives`: allows visitors to select a month and filter all posts" +" created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:87 +msgid "" +":guilabel:`Follow Us`: displays links to your social media networks. They " +"can be configured using the Social Media building block somewhere on your " +"website." +msgstr "" + +#: ../../content/applications/websites/blog.rst:89 +msgid "" +":guilabel:`Tags List`: displays all tags related to a blog. Visitors can " +"select a tag to filter all related posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:92 +msgid "" +":guilabel:`Posts List`: :guilabel:`Cover` displays the posts' images, and " +":guilabel:`No Cover` hides them." +msgstr "" + +#: ../../content/applications/websites/blog.rst:95 +msgid ":guilabel:`Author`: displays the posts' authors." +msgstr "" + +#: ../../content/applications/websites/blog.rst:96 +msgid "" +":guilabel:`Comments/Views Stats`: displays the posts' number of comments and" +" views." +msgstr "" + +#: ../../content/applications/websites/blog.rst:97 +msgid "" +":guilabel:`Teaser & Tags`: displays the posts' first sentences and tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:100 +msgid "Customizing blog posts" +msgstr "" + +#: ../../content/applications/websites/blog.rst:102 +msgid "" +"Customize posts by opening a blog post and clicking :menuselection:`Edit -->" +" Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:105 +msgid "Settings apply to **all** posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:107 +msgid "" +":guilabel:`Layout`: :guilabel:`Title Inside Cover` displays the title inside" +" the cover image, and :guilabel:`Title above Cover` displays it above." +msgstr "" + +#: ../../content/applications/websites/blog.rst:110 +msgid ":guilabel:`Increase Readability`: increases the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:112 +msgid "" +":guilabel:`Sidebar`: displays the :guilabel:`Sidebar` and additional " +"options:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:114 +msgid "" +":guilabel:`Archive`: allows visitors to select a month and filter all posts " +"created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:116 +msgid ":guilabel:`Author`: displays the post's author and creation date." +msgstr "" + +#: ../../content/applications/websites/blog.rst:117 +msgid ":guilabel:`Blog List`: displays links to all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:118 +msgid "" +":guilabel:`Share Links`: displays share buttons to several social networks." +msgstr "" + +#: ../../content/applications/websites/blog.rst:119 +msgid ":guilabel:`Tags`: displays the post's tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:121 +msgid ":guilabel:`Breadcrumb`: displays the path to the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:123 +msgid "" +":guilabel:`Bottom`: :guilabel:`Next Article` displays the next post at the " +"bottom, and :guilabel:`Comments` enable visitors to comment on the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:126 +msgid "" +":guilabel:`Select To Tweet`: visitors are offered to tweet the text they " +"select." +msgstr "" + +#: ../../content/applications/websites/blog.rst:129 +msgid "" +"Use :ref:`Plausible ` to keep track of the " +"traffic on your blog." +msgstr "" + #: ../../content/applications/websites/ecommerce.rst:8 msgid "eCommerce" msgstr "e-Commerce" @@ -5365,21 +5637,14 @@ msgid "" "In order to track the geographical location of visitors, :guilabel:`GeoIP` " "must be installed on the database. While this feature is installed by " "default on *Odoo Online*, *On-Premise* databases will require additional " -":doc:`setup steps `." +":doc:`setup steps `." msgstr "" -"Para registrar a localização geográfica dos visitantes, o :guilabel:`GeoIP` " -"deve ser instalado na base de dados. Embora este recurso esteja instalado " -"por padrão no *Odoo Online*, as bases de dados *On-Premise* necessitam de " -":doc:`etapas de configuração " -"`." -#: ../../content/applications/websites/livechat.rst:191 +#: ../../content/applications/websites/livechat.rst:190 msgid "Widget" msgstr "Widget" -#: ../../content/applications/websites/livechat.rst:193 +#: ../../content/applications/websites/livechat.rst:192 msgid "" "The :guilabel:`Widget` tab on the live chat channel details form provides " "the shortcode for an embeddable website widget. This code can be added to a " @@ -5389,7 +5654,7 @@ msgstr "" "fornece o código curto de um widget de site incorporável. Esse código pode " "ser adicionado a um site para fornecer acesso a uma janela de chat ao vivo." -#: ../../content/applications/websites/livechat.rst:197 +#: ../../content/applications/websites/livechat.rst:196 msgid "" "The live chat widget can be added to websites created through Odoo by " "navigating to the :menuselection:`Website --> Configuration --> Settings`. " @@ -5401,7 +5666,7 @@ msgstr "" "Definições`. Em seguida, vá até à seção :guilabel:`Chat ao Vivo` e selecione" " o canal a adicionar ao site. Clique em :guilabel:`Salvar` para aplicar." -#: ../../content/applications/websites/livechat.rst:201 +#: ../../content/applications/websites/livechat.rst:200 msgid "" "To add the widget to a website created on a third-party platform, click the " "first :guilabel:`COPY` button on the :guilabel:`Widget` tab and paste the " @@ -5411,7 +5676,7 @@ msgstr "" "clique no primeiro botão :guilabel:`COPIAR` na aba :guilabel:`Widget` e cole" " o código no marcador `` no site." -#: ../../content/applications/websites/livechat.rst:204 +#: ../../content/applications/websites/livechat.rst:203 msgid "" "Likewise, to send a live chat session to a customer, click the second " ":guilabel:`COPY` button on the :guilabel:`Widget` tab. This link can be sent" @@ -5427,11 +5692,11 @@ msgstr "" msgid "View of the widget tab for Odoo Live Chat." msgstr "Visão da aba do widget do Chat ao Vivo do Odoo." -#: ../../content/applications/websites/livechat.rst:213 +#: ../../content/applications/websites/livechat.rst:212 msgid "Participate in a conversation" msgstr "Participar de uma conversa" -#: ../../content/applications/websites/livechat.rst:215 +#: ../../content/applications/websites/livechat.rst:214 msgid "" "As explained above, *operators* are the users who will respond to live chat " "requests from customers. The information below outlines the necessary steps " @@ -5442,11 +5707,11 @@ msgstr "" "as etapas necessárias para os operadores que participam de conversas de chat" " ao vivo em uma base de dados do Odoo." -#: ../../content/applications/websites/livechat.rst:220 +#: ../../content/applications/websites/livechat.rst:219 msgid "Set an online chat name" msgstr "Definir um nome do chat online" -#: ../../content/applications/websites/livechat.rst:222 +#: ../../content/applications/websites/livechat.rst:221 msgid "" "Before participating in a live chat, operators should update their *Online " "Chat Name*. This is the name that will be displayed to site visitors in the " @@ -5456,7 +5721,7 @@ msgstr "" "*Nome do chat online*. Este é o nome que será apresentado aos visitantes do " "site na conversa do chat." -#: ../../content/applications/websites/livechat.rst:225 +#: ../../content/applications/websites/livechat.rst:224 msgid "" "To update the :guilabel:`Online Chat Name`, click on the user name in the " "upper-right corner of any page in the database. Select :guilabel:`My " @@ -5474,7 +5739,7 @@ msgstr "" msgid "View of the My Profile option in Odoo." msgstr "Visão da opção Meu perfil no Odoo." -#: ../../content/applications/websites/livechat.rst:234 +#: ../../content/applications/websites/livechat.rst:233 msgid "" "If a users :guilabel:`Online Chat Name` is not set, the name displayed will " "default to the :guilabel:`User Name`." @@ -5482,7 +5747,7 @@ msgstr "" "Se o :guilabel:`Nome do chat online` de um usuário não estiver definido, o " "nome apresentado será o :guilabel:`Nome de usuário`." -#: ../../content/applications/websites/livechat.rst:238 +#: ../../content/applications/websites/livechat.rst:237 msgid "" "A user has their full name as their :guilabel:`User Name`, but they do not " "want to include their last name in a live chat conversation. They would then" @@ -5498,11 +5763,11 @@ msgid "View of user profile in Odoo, emphasizing the Online Chat name field." msgstr "" "Visão do perfil do usuário no Odoo, com ênfase no campo Nome do chat online." -#: ../../content/applications/websites/livechat.rst:247 +#: ../../content/applications/websites/livechat.rst:246 msgid "Join or leave a channel" msgstr "Entrar ou sair de um canal" -#: ../../content/applications/websites/livechat.rst:249 +#: ../../content/applications/websites/livechat.rst:248 msgid "" "To join a live chat channel, go to the :menuselection:`Live Chat` app and " "click the :guilabel:`JOIN` button on the kanban card for the appropriate " @@ -5512,7 +5777,7 @@ msgstr "" ":menuselection:`Chat ao Vivo` e clique no botão :guilabel:`ENTRAR` no cartão" " kanban do canal adequado." -#: ../../content/applications/websites/livechat.rst:252 +#: ../../content/applications/websites/livechat.rst:251 msgid "" "Any channel where the user is currently active will show a :guilabel:`LEAVE`" " button. Click this button to disconnect from the channel." @@ -5527,7 +5792,7 @@ msgstr "" "Visão de um formulário de canal e da opção de entrar em um canal para o Chat" " ao Vivo do Odoo." -#: ../../content/applications/websites/livechat.rst:260 +#: ../../content/applications/websites/livechat.rst:259 msgid "" "*Operators* that do not show any activity in Odoo for more than thirty " "minutes will be considered disconnected, and subsequently removed from the " @@ -5537,11 +5802,11 @@ msgstr "" "minutos serão considerados desconectado e subsequentemente removidos do " "canal." -#: ../../content/applications/websites/livechat.rst:264 +#: ../../content/applications/websites/livechat.rst:263 msgid "Manage live chat requests" msgstr "Administrar solicitações do chat ao vivo" -#: ../../content/applications/websites/livechat.rst:266 +#: ../../content/applications/websites/livechat.rst:265 msgid "" "When an operator is active in a channel, chat windows will open in the " "bottom right corner of the screen, no matter where they are in the database." @@ -5553,7 +5818,7 @@ msgstr "" "localização na base de dados. Eles podem participar de conversas sem sair de" " sua localização atual." -#: ../../content/applications/websites/livechat.rst:271 +#: ../../content/applications/websites/livechat.rst:270 msgid "" "Conversations can also be accessed by clicking the :guilabel:`Conversations`" " icon in the menu bar." @@ -5566,7 +5831,7 @@ msgid "View of the menu bar in Odoo emphasizing the conversations icon." msgstr "" "Visão da barra de menus do Odoo, com destaque para o ícone de conversas." -#: ../../content/applications/websites/livechat.rst:278 +#: ../../content/applications/websites/livechat.rst:277 msgid "" "Live chat conversations can also be viewed by navigating to " ":menuselection:`Dashboard --> Discuss`. New conversations will appear in " @@ -5584,7 +5849,7 @@ msgstr "" "Visão do aplicativo Mensagens com uma mensagem enviada pelo chat ao vivo no " "Odoo." -#: ../../content/applications/websites/livechat.rst:285 +#: ../../content/applications/websites/livechat.rst:284 msgid "" "Click on a conversation in the left panel to select it. This will open the " "conversation. From this view, an operator can participate in the chat the " @@ -5594,7 +5859,7 @@ msgstr "" "conversa. Nesta visão, um operador pode participar da conversa da mesma " "forma que o faria na janela de conversa normal." -#: ../../content/applications/websites/livechat.rst:289 +#: ../../content/applications/websites/livechat.rst:288 msgid "" ":doc:`Get Started with Discuss " "`" @@ -5602,7 +5867,7 @@ msgstr "" ":doc:`Primeiros passos no app Mensagens " "`" -#: ../../content/applications/websites/livechat.rst:290 +#: ../../content/applications/websites/livechat.rst:289 msgid ":doc:`/applications/websites/livechat/responses`" msgstr ":doc:`/applications/websites/livechat/responses`" @@ -7008,6 +7273,123 @@ msgstr "" "Conheça o melhor **Construtor de sites*** e aprenda como construir belos " "sites que convertem visitantes em leads ou em receita." +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:3 +msgid "Address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:5 +msgid "" +"You can use the Google Places API on your website to ensure that your users'" +" delivery addresses exist and are understood by the carrier. The Google " +"Places API allows developers to access detailed information about places " +"using HTTP requests. The autocompletion predicts a list of places when the " +"user starts typing the address." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Address autocomplete example" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:13 +msgid "" +"`Google Maps Platform `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:14 +msgid "" +"`Google Developers Documentation: Google Places API " +"`_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:18 +msgid "" +"To do so, go to :menuselection:`Website --> Configuration --> Settings` and " +"enable :guilabel:`Address Autocomplete` in the :guilabel:`SEO` section." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Enable address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:24 +msgid "" +"Insert your :guilabel:`Google Places API key` in the :guilabel:`API Key` " +"field. If you don't have one, create yours on the `Google Cloud Console " +"`_ and follow these steps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:28 +msgid "Step 1: Enable the Google Places API" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:30 +msgid "**Create a New Project:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:32 +msgid "" +"To enable the **Google Places API**, you first need to create a project. To " +"do so, click :guilabel:`Select a project` in the top left corner, " +":guilabel:`New Project`, and follow the prompts to set up your project." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:34 +msgid "**Enable the Google Places API:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:36 +msgid "" +"Go to the :guilabel:`Enabled APIs & Services` and click :guilabel:`+ ENABLE " +"APIS AND SERVICES.` Search for :guilabel:`\"Places API\"` and select it. " +"Click on the :guilabel:`\"Enable\"` button." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:39 +msgid "" +"Google's pricing depends on the number of requests and their complexity." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:42 +msgid "Step 2: Create API Credentials" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:44 +msgid "" +"Go to `APIs & Services --> Credentials " +"`_." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:46 +msgid "**Create credentials:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:48 +msgid "" +"To create your credentials, go to :guilabel:`Credentials`, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:50 +msgid "Restrict the API Key (Optional)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:52 +msgid "" +"For security purposes, you can restrict the usage of your API key. You can " +"go to the :guilabel:`API restrictions` section to specify which APIs your " +"key can access. For the Google Places API, you can restrict it to only allow" +" requests from specific websites or apps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:57 +msgid "Save Your API Key: Copy your API key and securely store it." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:58 +msgid "Do not share it publicly or expose it in client-side code." +msgstr "" + #: ../../content/applications/websites/website/configuration/cookies_bar.rst:3 msgid "Cookies bar" msgstr "Barra de cookies" @@ -7560,125 +7942,6 @@ msgstr "" "de vendas online e visitantes, podem ser agrupados por site, se necessário. " "Abra o painel de pesquisa e selecione :guilabel:`Agrupar por --> Site`." -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:3 -msgid "Geo IP Installation (On-Premises Database)" -msgstr "Instalação Geo IP (Banco de dados no local)" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:6 -msgid "Installation" -msgstr "Instalação" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:8 -msgid "" -"Download both the GeoLite2 City and Country `databases " -"`_. You should end up with " -"two files called :file:`GeoLite2-City.mmdb` and " -":file:`GeoLite2-Country.mmdb`." -msgstr "" -"Baixe ambas as `bases de dados " -"`_ Cidade e País do " -"GeoLite2. Você deverá ter dois arquivos, chamados :file:`GeoLite2-City.mmdb`" -" e :file:`GeoLite2-Country.mmdb`." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:12 -msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." -msgstr "Mova os arquivos para a pasta :file:`/usr/share/GeoIP/`." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:19 -msgid "Restart the server" -msgstr "Reiniciar o servidor" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:22 -msgid "" -"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," -" use the :option:`--geoip-city-db ` and " -":option:`--geoip-country-db ` options of the " -"Odoo command line interface. These options take the absolute path to the " -"GeoIP database file and use it as the GeoIP database. For example:" -msgstr "" -"Se não quiser localizar a base de dados geoip em :file:`/usr/share/GeoIP/`, " -"use as opções :option:`--geoip-city-db ` e " -":option:`--geoip-country-db ` da interface de " -"linha de comando do Odoo. Essas opções pegam o caminho absoluto para o " -"arquivo da base de dados GeoIP e a usam como o base de dados GeoIP. Por " -"exemplo:" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:33 -msgid ":doc:`CLI documentation `." -msgstr ":doc:`CLI documentation `." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:36 -msgid "Test GeoIP Geolocation In Odoo Website" -msgstr "Testar a geolocalização GeoIP no Site do Odoo" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:38 -msgid "" -"Edit a web page to include some geo-ip information such as the country name " -"of the current request IP address. To do so:" -msgstr "" -"Edite uma página da web para incluir algumas informações de geo-ip, como o " -"nome do país do endereço IP da solicitação atual. Para isso:" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:41 -msgid "Go to your website. Open the web page that you want to test ``GeoIP``." -msgstr "" -"Acesse o site. Abra a página da web em que você quer testar o ``GeoIP``." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:42 -msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." -msgstr "Clique em :menuselection:`Personalizar --> Editor HTML/CSS/JS`." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:43 -msgid "Add the following piece of XML in the page :" -msgstr "Adicione o seguinte trecho de XML na página:" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:49 -msgid "Save and refresh the page." -msgstr "Salve e atualize a página." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:51 -msgid "" -"Geo-ip is working if you read your country name displayed in bold in the " -"middle of the page." -msgstr "" -"Se o nome do seu país estiver exibidio em negrito no meio da página, o Geo-" -"ip está funcionando." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:53 -msgid "" -"In case you read \"**geoip failure**\" instead then the geolocalization " -"failed. The common causes are:" -msgstr "" -"Se em vez disso aparecer \"**falha de geoip**\", a geolocalização falhou. As" -" causas comuns são:" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:55 -msgid "" -"The browsing IP address is the localhost (``127.0.0.1``) or a local area " -"network one. If you don't know, you can access your website using mobile " -"data." -msgstr "" -"O endereço IP de navegação é o localhost (``127.0.0.1``) ou o de uma rede " -"local. Se não souber, pode acessar o seu site utilizando dados móveis." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:57 -msgid "" -"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " -"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." -msgstr "" -"Está utilizando um reverse-proxy (apache, nginx) à frente do Odoo, mas não " -"iniciou o Odoo com o modo proxy ativado. Veja :option:`proxy mode `." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:59 -msgid "" -"The GeoIP database is corrupt, missing or unaccessible. In such case a " -"warning was logged in the server logs." -msgstr "" -"A base de dados GeoIP está corrompida, ausente ou inacessível. Nesse caso, " -"foi registrado um aviso nos logs do servidor." - #: ../../content/applications/websites/website/configuration/spam_protection.rst:3 msgid "Forms spam protection" msgstr "Formas de proteção contra spam" diff --git a/locale/ro/LC_MESSAGES/administration.po b/locale/ro/LC_MESSAGES/administration.po index 2adf8146e..8e602e585 100644 --- a/locale/ro/LC_MESSAGES/administration.po +++ b/locale/ro/LC_MESSAGES/administration.po @@ -4,13 +4,13 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Cozmin Candea , 2023 # Emanuel Bruda, 2023 # Hongu Cosmin , 2023 # Foldi Robert , 2023 # Claudia Baisan, 2023 # Martin Trigaux, 2023 # Lyall Kindmurr, 2023 +# Cozmin Candea , 2024 # Dorin Hongu , 2024 # #, fuzzy @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Dorin Hongu , 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" @@ -1698,6 +1698,107 @@ msgstr "" "Dacă nu aveți acces/administrați serverul de email, utilizați :ref:`mesaje " "de intrare `." +#: ../../content/administration/install/geo_ip.rst:3 +msgid "Geo IP" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:6 +msgid "This documentation only applies to On-premise databases." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:9 +msgid "Installation" +msgstr "Instalare" + +#: ../../content/administration/install/geo_ip.rst:11 +msgid "" +"Download both the GeoLite2 City and Country `databases " +"`_. You should end up with " +"two files called :file:`GeoLite2-City.mmdb` and " +":file:`GeoLite2-Country.mmdb`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:15 +msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:22 +msgid "Restart the server" +msgstr "Reporniți serverul" + +#: ../../content/administration/install/geo_ip.rst:25 +msgid "" +"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," +" use the :option:`--geoip-city-db ` and " +":option:`--geoip-country-db ` options of the " +"Odoo command line interface. These options take the absolute path to the " +"GeoIP database file and use it as the GeoIP database. For example:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:36 +msgid ":doc:`CLI documentation `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:39 +msgid "Test GeoIP geolocation in your Odoo website" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:41 +msgid "" +"Edit a web page to include some geo-ip information such as the country name " +"of the current request IP address. To do so:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:44 +msgid "Go to your website. Open the web page that you want to test ``GeoIP``." +msgstr "" +"Accesați site-ul dvs. Deschideți pagina web pe care doriți să o testați " +"``GeoIP``." + +#: ../../content/administration/install/geo_ip.rst:45 +msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." +msgstr "Alegeti :menuselection:`Customize --> HTML/CSS/JS Editor`." + +#: ../../content/administration/install/geo_ip.rst:46 +msgid "Add the following piece of XML in the page :" +msgstr "Adăugați următoarea secvență de XML în pagina:" + +#: ../../content/administration/install/geo_ip.rst:52 +msgid "Save and refresh the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:54 +msgid "" +"Geo-ip is working if you read your country name displayed in bold in the " +"middle of the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:56 +msgid "" +"In case you read \"**geoip failure**\" instead then the geolocalization " +"failed. The common causes are:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:58 +msgid "" +"The browsing IP address is the localhost (``127.0.0.1``) or a local area " +"network one. If you don't know, you can access your website using mobile " +"data." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:60 +msgid "" +"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " +"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:62 +msgid "" +"The GeoIP database is corrupt, missing or unaccessible. In such case a " +"warning was logged in the server logs." +msgstr "" + #: ../../content/administration/install/online.rst:3 msgid "Online" msgstr "Activ" @@ -1723,8 +1824,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 #: ../../content/administration/maintain/supported_versions.rst:29 -#: ../../content/administration/upgrade.rst:92 -#: ../../content/administration/upgrade.rst:309 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "Odoo Online" @@ -3475,8 +3576,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:250 #: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade.rst:122 -#: ../../content/administration/upgrade.rst:320 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "Odoo.sh" @@ -10492,64 +10593,68 @@ msgstr "" #: ../../content/administration/upgrade.rst:42 msgid "" -"If your database contains a **custom module**, you must first upgrade its " -"source code to be compatible with the new version of Odoo **before " -"upgrading**." +"If your database contains custom modules, it cannot be upgraded until a " +"version of your custom modules is available for the target version of Odoo. " +"For customers maintaining their own custom modules, we recommend to " +"parallelize the process by :ref:`requesting an upgraded database " +"` while also :doc:`upgrading the source code " +"of your custom modules `." msgstr "" -#: ../../content/administration/upgrade.rst:49 +#: ../../content/administration/upgrade.rst:50 msgid "Upgrading in a nutshell" msgstr "" -#: ../../content/administration/upgrade.rst:51 +#: ../../content/administration/upgrade.rst:52 msgid "" "Request an upgraded test database (see :ref:`obtaining an upgraded test " "database `)." msgstr "" -#: ../../content/administration/upgrade.rst:54 +#: ../../content/administration/upgrade.rst:55 +msgid "" +"If applicable, upgrade the source code of your custom module to be " +"compatible with the new version of Odoo (see " +":doc:`/developer/howtos/upgrade_custom_db`)." +msgstr "" + +#: ../../content/administration/upgrade.rst:58 msgid "" "Thoroughly test the upgraded database (see :ref:`testing the new version of " "the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:57 +#: ../../content/administration/upgrade.rst:61 msgid "" "Report any issue encountered during the testing to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:60 -msgid "" -"(If applicable) : upgrade the source code of your custom module to be " -"compatible with the new version of Odoo." -msgstr "" - -#: ../../content/administration/upgrade.rst:63 +#: ../../content/administration/upgrade.rst:64 msgid "" "Once all issues are resolved and you are confident that the upgraded " "database can be used as your main database without any issues, plan the " "upgrade of your production database." msgstr "" -#: ../../content/administration/upgrade.rst:66 +#: ../../content/administration/upgrade.rst:67 msgid "" "Request the upgrade for the production database, rendering it unavailable " "for the time it takes to complete the process (see :ref:`upgrading the " "production database `)." msgstr "" -#: ../../content/administration/upgrade.rst:69 +#: ../../content/administration/upgrade.rst:70 msgid "" "Report any issue encountered during the upgrade to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:78 +#: ../../content/administration/upgrade.rst:76 msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:78 msgid "" "The `Upgrade page `_ is the main platform for " "requesting an upgraded database. However, depending on the hosting type, you" @@ -10558,7 +10663,7 @@ msgid "" "`_." msgstr "" -#: ../../content/administration/upgrade.rst:86 +#: ../../content/administration/upgrade.rst:84 msgid "" "The Upgrade platform follows the same `Privacy Policy " "`_ as the other Odoo.com services. Visit the " @@ -10566,13 +10671,13 @@ msgid "" "learn more about how Odoo handles your data and privacy." msgstr "" -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:92 msgid "" "Odoo Online databases can be manually upgraded via the `database manager " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:97 +#: ../../content/administration/upgrade.rst:95 msgid "" "The database manager displays all databases associated with the user's " "account. Databases not on the most recent version of Odoo display an arrow " @@ -10584,23 +10689,23 @@ msgid "" "The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:104 +#: ../../content/administration/upgrade.rst:102 msgid "" "Click the **arrow in a circle** icon to start the upgrade process. In the " "popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:106 +#: ../../content/administration/upgrade.rst:104 msgid "" "The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:107 +#: ../../content/administration/upgrade.rst:105 msgid "" "The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:108 +#: ../../content/administration/upgrade.rst:106 msgid "" "The :guilabel:`Purpose` of the upgrade, which is automatically set to " ":guilabel:`Test` for your first upgrade request" @@ -10610,7 +10715,7 @@ msgstr "" msgid "The \"Upgrade your database\" popup." msgstr "" -#: ../../content/administration/upgrade.rst:114 +#: ../../content/administration/upgrade.rst:112 msgid "" "The :guilabel:`Upgrade in progress` tag is displayed next to the database " "name until completion. Once the process succeeds, an email containing a link" @@ -10623,7 +10728,7 @@ msgstr "" msgid "Clicking the menu arrow displays the upgraded test database." msgstr "" -#: ../../content/administration/upgrade.rst:124 +#: ../../content/administration/upgrade.rst:122 msgid "" "Odoo.sh is integrated with the upgrade platform to simplify the upgrade " "process." @@ -10633,13 +10738,13 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "Proiectul Odoo.sh și filele" -#: ../../content/administration/upgrade.rst:129 +#: ../../content/administration/upgrade.rst:127 msgid "" "The **latest production daily automatic backup** is then sent to the " "`upgrade platform `_." msgstr "" -#: ../../content/administration/upgrade.rst:132 +#: ../../content/administration/upgrade.rst:130 msgid "" "Once the upgrade platform is done upgrading the backup and uploading it on " "the branch, it is put in a **special mode**: each time a **commit is " @@ -10650,7 +10755,7 @@ msgid "" "going to :file:`~/logs/upgrade.log`." msgstr "" -#: ../../content/administration/upgrade.rst:140 +#: ../../content/administration/upgrade.rst:138 msgid "" "In databases where custom modules are installed, their source code must be " "up-to-date with the target version of Odoo before the upgrade can be " @@ -10659,58 +10764,72 @@ msgid "" "platform, and the upgrade mode is exited." msgstr "" -#: ../../content/administration/upgrade.rst:152 -#: ../../content/administration/upgrade.rst:344 +#: ../../content/administration/upgrade.rst:143 +msgid "" +"Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more " +"information." +msgstr "" + +#: ../../content/administration/upgrade.rst:145 +#: ../../content/administration/upgrade.rst:341 msgid "On-premise" msgstr "" -#: ../../content/administration/upgrade.rst:154 +#: ../../content/administration/upgrade.rst:147 msgid "" "The standard upgrade process can be initiated by entering the following " "command line on the machine where the database is hosted:" msgstr "" -#: ../../content/administration/upgrade.rst:161 +#: ../../content/administration/upgrade.rst:154 msgid "" "The following command can be used to display the general help and the main " "commands:" msgstr "" -#: ../../content/administration/upgrade.rst:167 +#: ../../content/administration/upgrade.rst:160 msgid "" "An upgraded test database can also be requested via the `Upgrade page " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:171 +#: ../../content/administration/upgrade.rst:164 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. Check out the :doc:`/developer/howtos/upgrade_custom_db` page for" +" more information." +msgstr "" + +#: ../../content/administration/upgrade.rst:169 msgid "" "For security reasons, only the person who submitted the upgrade request can " "download it." msgstr "" -#: ../../content/administration/upgrade.rst:172 +#: ../../content/administration/upgrade.rst:170 msgid "" "For storage reasons, the database's copy is submitted without a filestore to" " the upgrade server. Therefore, the upgraded database does not contain the " "production filestore." msgstr "" -#: ../../content/administration/upgrade.rst:174 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " "as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade.rst:177 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade.rst:179 +#: ../../content/administration/upgrade.rst:177 msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:180 +#: ../../content/administration/upgrade.rst:178 msgid "" "A `filestore` folder containing files extracted from in-database records " "into attachments (if there are any) and new standard Odoo files from the " @@ -10719,13 +10838,13 @@ msgid "" "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade.rst:187 +#: ../../content/administration/upgrade.rst:185 msgid "" "You can request multiple test databases if you wish to test an upgrade more " "than once." msgstr "" -#: ../../content/administration/upgrade.rst:192 +#: ../../content/administration/upgrade.rst:190 msgid "" "When an upgrade request is completed, an upgrade report is attached to the " "successful upgrade email, and it becomes available in the Discuss app for " @@ -10734,171 +10853,171 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:200 +#: ../../content/administration/upgrade.rst:198 msgid "Testing the new version of the database" msgstr "" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:200 msgid "" "It is essential to spend some time testing the upgraded test database to " "ensure that you are not stuck in your day-to-day activities by a change in " "views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade.rst:207 +#: ../../content/administration/upgrade.rst:205 msgid "" "Test databases are neutralized, and some features are disabled to prevent " "them from impacting the production database:" msgstr "" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:208 msgid "Scheduled actions are disabled." msgstr "" -#: ../../content/administration/upgrade.rst:211 +#: ../../content/administration/upgrade.rst:209 msgid "" "Outgoing mail servers are disabled by archiving the existing ones and adding" " a fake one." msgstr "" -#: ../../content/administration/upgrade.rst:212 +#: ../../content/administration/upgrade.rst:210 msgid "" "Payment providers and delivery carriers are reset to the test environment." msgstr "" -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:211 msgid "" "Bank synchronization is disabled. Should you want to test the " "synchronization, contact your bank synchronization provider to get sandbox " "credentials." msgstr "" -#: ../../content/administration/upgrade.rst:216 +#: ../../content/administration/upgrade.rst:214 msgid "" "Testing as many of your business flows as possible is strongly recommended " "to ensure they are working correctly and to get more familiar with the new " "version." msgstr "" -#: ../../content/administration/upgrade.rst:219 +#: ../../content/administration/upgrade.rst:217 msgid "Basic test checklist" msgstr "" -#: ../../content/administration/upgrade.rst:221 +#: ../../content/administration/upgrade.rst:219 msgid "" "Are there views that are deactivated in your test database but active in " "your production database?" msgstr "" -#: ../../content/administration/upgrade.rst:223 +#: ../../content/administration/upgrade.rst:221 msgid "Are your usual views still displayed correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:224 +#: ../../content/administration/upgrade.rst:222 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" -#: ../../content/administration/upgrade.rst:225 +#: ../../content/administration/upgrade.rst:223 msgid "Are your website pages working correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:226 +#: ../../content/administration/upgrade.rst:224 msgid "" "Are you able to create and modify records? (sales orders, invoices, " "purchases, users, contacts, companies, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:226 msgid "Are there any issues with your mail templates?" msgstr "" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:227 msgid "Are there any issues with saved translations?" msgstr "" -#: ../../content/administration/upgrade.rst:230 +#: ../../content/administration/upgrade.rst:228 msgid "Are your search filters still present?" msgstr "" -#: ../../content/administration/upgrade.rst:231 +#: ../../content/administration/upgrade.rst:229 msgid "Can you export your data?" msgstr "" -#: ../../content/administration/upgrade.rst:235 +#: ../../content/administration/upgrade.rst:233 msgid "" "Checking a random product in your product catalog and comparing its test and" " production data to verify everything is the same (product category, selling" " price, cost price, vendor, accounts, routes, etc.)." msgstr "" -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:236 msgid "Buying this product (Purchase app)." msgstr "" -#: ../../content/administration/upgrade.rst:239 +#: ../../content/administration/upgrade.rst:237 msgid "Confirming the reception of this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:238 msgid "" "Checking if the route to receive this product is the same in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:242 +#: ../../content/administration/upgrade.rst:240 msgid "Selling this product (Sales app) to a random customer." msgstr "" -#: ../../content/administration/upgrade.rst:243 +#: ../../content/administration/upgrade.rst:241 msgid "" "Opening your customer database (Contacts app), selecting a customer (or " "company), and checking its data." msgstr "" -#: ../../content/administration/upgrade.rst:245 +#: ../../content/administration/upgrade.rst:243 msgid "Shipping this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:246 +#: ../../content/administration/upgrade.rst:244 msgid "" "Checking if the route to ship this product is the same as in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:248 +#: ../../content/administration/upgrade.rst:246 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:249 +#: ../../content/administration/upgrade.rst:247 msgid "" "Crediting the invoice (issuing a credit note) and checking if it behaves as " "in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:251 +#: ../../content/administration/upgrade.rst:249 msgid "Checking your reports' results (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:250 msgid "" "Randomly checking your taxes, currencies, bank accounts, and fiscal year " "(Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:253 +#: ../../content/administration/upgrade.rst:251 msgid "" "Making an online order (Website apps) from the product selection in your " "shop until the checkout process and checking if everything behaves as in " "your production database." msgstr "" -#: ../../content/administration/upgrade.rst:256 +#: ../../content/administration/upgrade.rst:254 msgid "" "This list is **not** exhaustive. Extend the example to your other apps based" " on your use of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:258 +#: ../../content/administration/upgrade.rst:256 msgid "" "If you face an issue while testing your upgraded test database, you can " "request the assistance of Odoo via the `support page " @@ -10908,7 +11027,7 @@ msgid "" "database." msgstr "" -#: ../../content/administration/upgrade.rst:263 +#: ../../content/administration/upgrade.rst:261 msgid "" "You might encounter significant differences with standard views, features, " "fields, and models during testing. Those changes cannot be reverted on a " @@ -10917,39 +11036,39 @@ msgid "" "module to make it compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:269 +#: ../../content/administration/upgrade.rst:267 msgid "Do not forget to test:" msgstr "" -#: ../../content/administration/upgrade.rst:271 +#: ../../content/administration/upgrade.rst:269 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:272 +#: ../../content/administration/upgrade.rst:270 msgid "" "Workflows between different apps (online sales with eCommerce, converting a " "lead all the way to a sales order, delivery of products, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:274 +#: ../../content/administration/upgrade.rst:272 msgid "Data exports" msgstr "" -#: ../../content/administration/upgrade.rst:275 +#: ../../content/administration/upgrade.rst:273 msgid "Automated actions" msgstr "" -#: ../../content/administration/upgrade.rst:276 +#: ../../content/administration/upgrade.rst:274 msgid "" "Server actions in the action menu on form views, as well as by selecting " "multiple records on list views" msgstr "" -#: ../../content/administration/upgrade.rst:282 +#: ../../content/administration/upgrade.rst:280 msgid "Upgrading the production database" msgstr "" -#: ../../content/administration/upgrade.rst:284 +#: ../../content/administration/upgrade.rst:282 msgid "" "Once the :ref:`tests ` are completed and you are " "confident that the upgraded database can be used as your main database " @@ -10958,63 +11077,63 @@ msgid "" "`support page `__." msgstr "" -#: ../../content/administration/upgrade.rst:289 +#: ../../content/administration/upgrade.rst:287 msgid "" "Your production database will be unavailable during its upgrade. Therefore, " "we recommend planning the upgrade at a time when the use of the database is " "minimal." msgstr "" -#: ../../content/administration/upgrade.rst:292 +#: ../../content/administration/upgrade.rst:290 msgid "" "As the standard upgrade scripts and your database are constantly evolving, " "it is also recommended to frequently request another upgraded test database " "to ensure that the upgrade process is still successful, especially if it " -"takes a long time to finish. Fully rehearsing the upgrade process the day " -"before upgrading the production database is also recommended." +"takes a long time to finish. **Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended.**" msgstr "" -#: ../../content/administration/upgrade.rst:298 +#: ../../content/administration/upgrade.rst:296 msgid "Going into production without first testing may lead to:" msgstr "Trecerea în producție fără testare în prealabil poate duce la:" -#: ../../content/administration/upgrade.rst:300 +#: ../../content/administration/upgrade.rst:298 msgid "Users failing to adjust to the changes and new features" msgstr "" -#: ../../content/administration/upgrade.rst:301 +#: ../../content/administration/upgrade.rst:299 msgid "" "Business interruptions (e.g., no longer having the possibility to validate " "an action)" msgstr "" -#: ../../content/administration/upgrade.rst:302 +#: ../../content/administration/upgrade.rst:300 msgid "" "Poor customer experience (e.g., an eCommerce website that does not work " "correctly)" msgstr "" -#: ../../content/administration/upgrade.rst:304 +#: ../../content/administration/upgrade.rst:302 msgid "" "The process of upgrading a production database is similar to upgrading a " "test database with a few exceptions." msgstr "" -#: ../../content/administration/upgrade.rst:311 +#: ../../content/administration/upgrade.rst:309 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "`, except for the purpose option, which must " "be set to :guilabel:`Production` instead of :guilabel:`Test`." msgstr "" -#: ../../content/administration/upgrade.rst:316 +#: ../../content/administration/upgrade.rst:314 msgid "" "Once the upgrade is requested, the database will be unavailable until the " "upgrade is finished. Once the process is completed, it is impossible to " "revert to the previous version." msgstr "" -#: ../../content/administration/upgrade.rst:322 +#: ../../content/administration/upgrade.rst:320 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "` on the :guilabel:`Production` branch." @@ -11024,7 +11143,7 @@ msgstr "" msgid "View from the upgrade tab" msgstr "Afișare din fila de actualizare" -#: ../../content/administration/upgrade.rst:328 +#: ../../content/administration/upgrade.rst:326 msgid "" "The process is **triggered as soon as a new commit is made** on the branch. " "This allows the upgrade process to be synchronized with the deployment of " @@ -11032,7 +11151,7 @@ msgid "" "the upgrade process is triggered immediately." msgstr "" -#: ../../content/administration/upgrade.rst:334 +#: ../../content/administration/upgrade.rst:332 msgid "" "The database is unavailable throughout the process. If anything goes wrong, " "the platform automatically reverts the upgrade, as it would be for a regular" @@ -11040,24 +11159,23 @@ msgid "" "created." msgstr "" -#: ../../content/administration/upgrade.rst:338 +#: ../../content/administration/upgrade.rst:336 msgid "" "The update of your custom modules must be successful to complete the entire " "upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." +":guilabel:`successful` before trying it in production. More information on " +"how to upgrade your custom modules can be found on " +":doc:`/developer/howtos/upgrade_custom_db`." msgstr "" -"Actualizarea modulului dvs. personalizat trebuie să fie reușită pentru a " -"finaliza întregul proces de actualizare. Asigurați-vă că starea actualizării" -" de stagiu este :guilabel:`successful` înainte de a încerca în producție." -#: ../../content/administration/upgrade.rst:346 +#: ../../content/administration/upgrade.rst:343 msgid "" "The command to upgrade a database to production is similar to the one of " "upgrading a test database except for the argument `test`, which must be " "replaced by `production`:" msgstr "" -#: ../../content/administration/upgrade.rst:353 +#: ../../content/administration/upgrade.rst:350 msgid "" "An upgraded production database can also be requested via the `Upgrade page " "`_. Once the database is uploaded, any " @@ -11066,7 +11184,7 @@ msgid "" "process." msgstr "" -#: ../../content/administration/upgrade.rst:360 +#: ../../content/administration/upgrade.rst:357 msgid "" "When requesting an upgraded database for production purposes, the copy is " "submitted without a filestore. Therefore, the upgraded database filestore " @@ -11074,7 +11192,7 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:364 +#: ../../content/administration/upgrade.rst:361 msgid "" "In case of an issue with your production database, you can request the " "assistance of Odoo via the `support page " @@ -11082,92 +11200,92 @@ msgid "" "related to the upgrade in production." msgstr "" -#: ../../content/administration/upgrade.rst:372 +#: ../../content/administration/upgrade.rst:369 msgid "Service-level agreement (SLA)" msgstr "" -#: ../../content/administration/upgrade.rst:374 +#: ../../content/administration/upgrade.rst:371 msgid "" "With Odoo Enterprise, upgrading a database to the most recent version of " "Odoo is **free**, including any support required to rectify potential " "discrepancies in the upgraded database." msgstr "" -#: ../../content/administration/upgrade.rst:377 +#: ../../content/administration/upgrade.rst:374 msgid "" "Information about the upgrade services included in the Enterprise Licence is" " available in the :ref:`Odoo Enterprise Subscription Agreement `. " "However, this section clarifies what upgrade services you can expect." msgstr "" -#: ../../content/administration/upgrade.rst:382 +#: ../../content/administration/upgrade.rst:379 msgid "Upgrade services covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:384 +#: ../../content/administration/upgrade.rst:381 msgid "" "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " "self-hosted (On-Premise) can benefit from upgrade services at all times for:" msgstr "" -#: ../../content/administration/upgrade.rst:387 +#: ../../content/administration/upgrade.rst:384 msgid "the upgrade of all **standard applications**;" msgstr "" -#: ../../content/administration/upgrade.rst:388 +#: ../../content/administration/upgrade.rst:385 msgid "" "the upgrade of all **customizations created with the Studio app**, as long " "as Studio is still installed and the respective subscription is still " "active; and" msgstr "" -#: ../../content/administration/upgrade.rst:390 +#: ../../content/administration/upgrade.rst:387 msgid "" "the upgrade of all **developments and customizations covered by a " "maintenance of customizations subscription**." msgstr "" -#: ../../content/administration/upgrade.rst:393 +#: ../../content/administration/upgrade.rst:390 msgid "" "Upgrade services are limited to the technical conversion and adaptation of a" " database (standard modules and data) to make it compatible with the version" " targeted by the upgrade." msgstr "" -#: ../../content/administration/upgrade.rst:397 +#: ../../content/administration/upgrade.rst:394 msgid "Upgrade services not covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:399 +#: ../../content/administration/upgrade.rst:396 msgid "The following upgrade-related services are **not** included:" msgstr "" -#: ../../content/administration/upgrade.rst:401 +#: ../../content/administration/upgrade.rst:398 msgid "" "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" -#: ../../content/administration/upgrade.rst:402 +#: ../../content/administration/upgrade.rst:399 msgid "" "the upgrade of **custom modules created in-house or by third parties**, " "including Odoo partners;" msgstr "" -#: ../../content/administration/upgrade.rst:403 +#: ../../content/administration/upgrade.rst:400 msgid "" "lines of **code added to standard modules**, i.e., customizations created " "outside the Studio app, code entered manually, and :ref:`automated actions " "using Python code `; and" msgstr "" -#: ../../content/administration/upgrade.rst:406 +#: ../../content/administration/upgrade.rst:403 msgid "**training** on using the upgraded version's features and workflows." msgstr "" -#: ../../content/administration/upgrade.rst:409 +#: ../../content/administration/upgrade.rst:406 msgid ":doc:`Odoo.sh documentation `" msgstr "" -#: ../../content/administration/upgrade.rst:410 +#: ../../content/administration/upgrade.rst:407 msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/ro/LC_MESSAGES/finance.po b/locale/ro/LC_MESSAGES/finance.po index f59ddd206..18425c61a 100644 --- a/locale/ro/LC_MESSAGES/finance.po +++ b/locale/ro/LC_MESSAGES/finance.po @@ -20,7 +20,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Dorin Hongu , 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" @@ -184,7 +184,9 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "Raportare" @@ -196,7 +198,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -378,34 +380,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -583,8 +585,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -595,28 +597,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -1087,13 +1094,10 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" -"Această deconectare poate fi cauzată de suportul Odoo. În acest caz, vă " -"rugăm să contactați `suportul `_ direct cu id-ul " -"clientului sau cu referința erorii listate în conversație." #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 msgid "Migration process for users having installed Odoo before December 2020" @@ -2188,7 +2192,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "Raportul de câștiguri/pierderi de valutare neîncasate după ajustare." #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "Reconciliere bancară" @@ -3070,10 +3074,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "**Cont**" @@ -3089,10 +3091,8 @@ msgstr "**Data scadentă**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -3101,10 +3101,8 @@ msgstr "**Debit**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -3140,8 +3138,8 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -3159,6 +3157,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -3174,7 +3178,7 @@ msgstr "Vânzări" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -3391,7 +3395,7 @@ msgid ":doc:`payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr "" @@ -4012,456 +4016,408 @@ msgstr "Venituri neexigibile" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" -"**Venituri neexigibile**, sau **venituri neîncasate**, sunt plăți făcute în " -"avans de către clienți pentru produsele care nu au fost încă livrate sau " -"serviciile care nu au fost încă prestate." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -"Astfel de plăți sunt o **pasivă** pentru companie deoarece încă îi dă " -"clienților aceste produse sau servicii. Compania nu poate raporta aceste " -"plăți pe **declarația de profit și pierdere**, sau *declarația de venituri*," -" deoarece plățile vor fi efectiv încasate în viitor." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" -"Aceste venituri viitoare trebuie amânate pe bilanțul companiei până la " -"momentul în care pot fi **recunoscute**, o dată sau pe o perioadă definită, " -"pe declarația de profit și pierdere." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -"De exemplu, spunem că vindem o garanție extinsă de cinci ani pentru 350 $. " -"Am primit deja banii, dar nu încă îi am câștigați. Deci, postăm acest nou " -"venit într-un cont de venituri neexigibile și decidem să îl recunoaștem pe o" -" bază anuală. Fiecare an, pentru următorii 5 ani, 70 $ vor fi recunoscute ca" -" venituri." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -"Odoo Contabilitate gestionează veniturile neexigibile prin împărțirea lor în" -" mai multe intrări care sunt create automat în mod *ciornă* și apoi postate " -"periodic." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -"Serverul verifică o dată pe zi dacă o intrare trebuie postată. Acesta poate " -"apoi dura până la 24 de ore înainte de a vedea o schimbare de la *ciornă* la" -" *postat*." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "Cerințe" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" -"Astfel de tranzacții trebuie postate pe un **Cont de venituri neexigibile** " -"în locul contului de venituri implicit." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" -msgstr "Configurați un cont de venituri neexigibile" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -"Pentru a configura contul în **Planul de conturi**, mergeți la " -":menuselection:`Contabilitate --> Configurare --> Planul de conturi`, faceți" -" clic pe *Creare* și completați formularul." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" -msgstr "Configurarea unui cont de venituri neexigibile în Odoo Contabilitate" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -"Tipul acestui cont trebuie să fie fie *Pasivă curentă* sau *Pasivă " -"necurentă*" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" -msgstr "Postați un venit pe contul potrivit" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "Selectați contul pe o factură ciornă" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -"Pe o factură ciornă, selectați contul potrivit pentru toate produsele " -"veniturilor cărora trebuie amânate." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 +msgid "" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" -"Selectarea unui cont de venituri neexigibile pe o factură ciornă în Odoo " -"Contabilitate" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" -msgstr "Alegeți un cont de venituri diferit pentru produse specifice" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" -"Începeți editarea produsului, mergeți la fila *Contabilitate*, selectați " -"contul de venituri potrivit și salvați." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" -msgstr "Schimbarea contului de venituri pentru un produs în Odoo" +msgid "Deferred revenue report" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -"Este posibil să automatizați crearea de intrări de venituri pentru aceste " -"produse (vedeți: `Automatizați veniturile neexigibile`_)." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" -msgstr "Schimbați contul unui element de jurnal postat" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -"Pentru a face acest lucru, deschideți jurnalul de vânzări mergând la " -":menuselection:`Contabilitate --> Contabilitate --> Vânzări`, selectați " -"elementul jurnalului pe care doriți să-l modificați, faceți clic pe cont și " -"selectați cel potrivit." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" -"Modificarea contului unui element de jurnal postat în Odoo Contabilitate" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "Intrări de venituri neexigibile" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "Creați o nouă intrare" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -"O **intrare de venituri neexigibile** generează automat toate intrările " -"jurnalului în *mod ciornă*. Acestea sunt apoi postate una câte una la " -"momentul potrivit până când se recunoaște suma întreagă a venitului." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -"Pentru a crea o nouă intrare, mergeți la :menuselection:`Contabilitate --> " -"Contabilitate --> Venituri neexigibile`, faceți clic pe *Creează* și " -"completați formularul." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -"Faceți clic pe **selectează achizițiile asociate** pentru a lega un element " -"existent al jurnalului la această nouă intrare. Anumite câmpuri sunt apoi " -"completate automat și elementul jurnalului este acum listat în fila " -"**Vânzări asociate**." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" -msgstr "Intrare de venituri neexigibile în Odoo Contabilitate" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -"Odată terminat, puteți face clic pe *Calculează venitul* (lângă butonul " -"*Confirmă*) pentru a genera toate valorile **tabloului de venituri**. Acest " -"tablou vă arată toate intrările pe care Odoo le va posta pentru a recunoaște" -" venitul dvs. și la ce dată." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "Tablou de venituri în Odoo Contabilitate" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" -msgstr "Ce înseamnă \"Prorata Temporis\"?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -"Funcția **Prorata Temporis** este utilă pentru a recunoaște venitul dvs. cât" -" mai precis posibil." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 -msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 +msgid "" +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"Cu această funcție, prima intrare pe tabloul de venituri este calculată pe " -"baza timpului rămas între *Data Prorata* și *Prima dată de recunoaștere* în " #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 -msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 +msgid "" +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" -"De exemplu, tabloul de venituri de mai sus are primul său venit cu o sumă de" -" $ 4,22 în loc de $ 70,00. Ca urmare, ultima intrare este de asemenea mai " -"mică și are o sumă de $ 65,78." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "Intrare de venituri neexigibile din jurnalul de vânzări" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -"Puteți crea o intrare de venituri neexigibile dintr-un element specific din " -"jurnalul dvs. **Jurnal de vânzări**." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"Pentru a face acest lucru, deschideți jurnalul dvs. de vânzări mergând la " -":menuselection:`Contabilitate --> Contabilitate --> Vânzări`, și selectați " -"elementul jurnalului pe care doriți să-l amânați. Asigurați-vă că este " -"postat în contul corect (vezi: `Schimbă contul unui element jurnal " -"postat`_)." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" -"Apoi, faceți clic pe *Acțiune*, selectați **Creați o intrare neexigibilă**, " -"și completați formularul la fel cum ați face pentru a `crea o nouă " -"intrare`_." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" -msgstr "" -"Creați o intrare neexigibilă dintr-un element din jurnal în Odoo " -"Contabilitate" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "Modele de venituri neexigibile" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -"Puteți crea **Modele de venituri neexigibile** pentru a crea intrările de " -"venituri neexigibile mai rapid." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -"Pentru a crea un model, mergeți la :menuselection:`Contabilitate --> " -"Configurare --> Modele de venituri neexigibile`, faceți clic pe *Creați*, și" -" completați formularul la fel cum ați face pentru a crea o nouă intrare." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" -"Puteți converti de asemenea o *intrare de venituri neexigibile confirmată* " -"în un model deschizând-o din :menuselection:`Contabilitate --> Contabilitate" -" ---> Venituri neexigibile` și apoi, prin făcând clic pe butonul *Salvați " -"modelul*." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" -msgstr "Aplicați un model de venituri neexigibile unei noi intrări" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -"Când creați o nouă intrare de venituri neexigibile, completați **Contul de " -"venituri neexigibile** cu contul de recunoaștere corect." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -"Noile butoane cu toate modelele asociate acelui cont apar în partea de sus a" -" formularului. Făcând clic pe un buton de model completează formularul în " -"funcție de acel model." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" -msgstr "Butonul de model de venituri neexigibile în Odoo Contabilitate" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" -msgstr "Automatizați veniturile neexigibile" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" -"Când creați sau editați un cont al cărui tip este fie *Datorii curente* sau " -"*Datorii neactuale*, puteți configura acesta pentru a amâna veniturile care " -"sunt creditate pe acesta automat." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -"Aveți trei opțiuni pentru câmpul **Automatizați veniturile neexigibile**:" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." -msgstr "**Nu:** aceasta este valoarea implicită. Nimic nu se întâmplă." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -"**Creați în draft:** de fiecare dată când o tranzacție este postată pe cont," -" o intrare *Venituri neexigibile în ciornă* este creată, dar nu este " -"validată. Trebuie mai întâi să completați formularul în " -":menuselection:`Contabilitate --> Contabilitate --> Venituri neexigibile`." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" -"**Creați și validați:** trebuie de asemenea să selectați un model de " -"venituri neexigibile (vedeți: `Modele de venituri neexigibile`_). De fiecare" -" dată când o tranzacție este postată pe cont, o intrare *Venituri " -"neexigibile* este creată și validată imediat." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "Automatizați veniturile neexigibile pe un cont în Odoo Contabilitate" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" -"Puteți, de exemplu, selecta acest cont ca **Contul de venituri** implicit al" -" unui produs pentru a automatiza în totalitate vânzarea acestuia. (vedeți: " -"`Alegeți un cont de venituri diferit pentru produse specifice`_)." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" -msgstr "" -"`Odoo Academy: Venituri neexigibile (constatate) " -"`_" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" @@ -4630,7 +4586,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4702,48 +4658,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4753,26 +4773,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "" @@ -4958,22 +5166,48 @@ msgstr "" msgid ":doc:`../reporting/intrastat`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 -msgid "Define an Incoterm" +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +msgid "Define an Incoterm" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 -msgid "Default Incoterm configuration" +msgid "Incoterm location" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 +msgid "Default Incoterm configuration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 +msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " ":menuselection:`Accounting/Invoicing --> Configuration --> Settings`, scroll" @@ -6052,6 +6286,7 @@ msgstr "" "Configurare --> Setări --> Perioade fiscale` și actualizând valorile." #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "Planul de conturi" @@ -7188,7 +7423,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -7305,11 +7540,12 @@ msgstr "Tipuri de conturi" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "Bilanț" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "Active" @@ -7414,71 +7650,65 @@ msgstr "Altele" msgid "Off-Balance Sheet" msgstr "Extrabilanțiere" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "Mijloace fixe, cheltuieli și venituri diferite automate" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" ":guilabel:`No`: aceasta este valoarea implicită. Nimic nu se întâmplă." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "Taxe implicite" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "Etichete" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "Grupuri de conturi" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -7488,11 +7718,11 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "Creați grupuri de conturi manual" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -7500,7 +7730,7 @@ msgstr "" "Utilizatorii obișnuiți nu ar trebui să creeze grupuri de conturi manual. " "Secțiunea următoare este destinată doar cazurilor rare și avansate." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -7514,7 +7744,7 @@ msgstr "" msgid "Account groups creation." msgstr "Crearea grupurilor de conturi." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -7525,11 +7755,11 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Grupurile de conturi în Bilanțul de verificare în Odoo Contabilitate" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "Permiteți reconcilierea" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -7538,7 +7768,7 @@ msgstr "" "unui mod de plată, pot fi utilizate pentru reconcilierea înregistrărilor " "jurnalului." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7550,7 +7780,7 @@ msgstr "" " pentru înregistrarea plăților cu cardul de credit trebuie să fie configurat" " ca **permițând reconcilierea**." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -7561,11 +7791,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "Depreciat" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -7573,29 +7803,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -8184,7 +8414,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -8424,40 +8654,30 @@ msgstr "Plăți" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" -"În Odoo, plățile pot fi legate automat la o factură sau o factură sau pot fi" -" înregistrări independente pentru utilizare ulterioară." #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" -"Dacă o plată este **legată de o factură sau o factură**, aceasta reduce suma" -" datorată a facturii. Puteți avea mai multe plăți legate de aceeași factură." #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" -"Dacă o plată **nu este legată de o factură sau o factură**, clientul are un " -"credit neachitat cu compania dvs., sau compania dvs. are un debit neachitat " -"cu un furnizor. Puteți utiliza aceste sume neachitate pentru a reduce " -"facturile neachitate / facturile." #: ../../content/applications/finance/accounting/payments.rst:18 msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -8475,186 +8695,195 @@ msgstr "Înregistrarea plății dintr-o factură sau factură" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -"Când faceți clic pe :guilabel:`Înregistrați plata` într-o factură de client " -"sau o factură de furnizor, se generează o nouă înregistrare în jurnal și " -"schimbă suma datorată în funcție de suma plății. Opusul este reflectat în " -"contul de plăți sau plăți în așteptare. La acest moment, factura de client " -"sau factura de furnizor este marcată ca :guilabel:`În plată`. Apoi, când " -"contul neachitat este reconciliat cu o linie de declarație bancară, factura " -"sau factura de furnizor se schimbă în starea :guilabel:`Plătit`." -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" -"Pictograma de informații din apropierea liniei de plată afișează mai multe " -"informații despre plată. Puteți accesa informații suplimentare, cum ar fi " -"jurnalul asociat, făcând clic pe :guilabel:`Vizualizați`." #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" -msgstr "Vedeți informații detaliate despre o plată" - -#: ../../content/applications/finance/accounting/payments.rst:39 -msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." -msgstr "" -"Factura de client sau factura de furnizor ar trebui să fie în starea " -":guilabel:`Postat` pentru a înregistra plata." - -#: ../../content/applications/finance/accounting/payments.rst:41 -msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:43 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:46 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" +msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -8698,11 +8927,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -8714,7 +8943,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -8724,17 +8953,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -8747,13 +8976,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr ":doc:`batch_sdd`" @@ -9577,296 +9806,91 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -"În Odoo, transferurile interne de bani pot fi făcute în câteva clicuri. " -"Aveți nevoie de cel puțin două conturi bancare, două jurnale de numerar sau " -"un cont bancar și un jurnal de numerar." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." -msgstr "" -"Un cont de transfer intern este creat automat în baza localizării companiei " -"și în funcție de legislația țării. Dacă este necesar, contul implicit " -":guilabel:`Cont de transfer intern` poate fi modificat accesând " -":menuselection:`Aplicația de contabilitate --> Configurare --> Setări` și " -"apoi în secțiunea :guilabel:`Conturi implicite`." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "Înregistrați un transfer intern de la o bancă la alta" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" -"Să presupunem că aveți două conturi bancare înregistrate în baza de date și " -"vă doriți să transferați 1.000 USD de la Banca A la Banca B." #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "Înregistrați un transfer intern" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -"De pe tabloul de bord al contabilității, faceți clic pe butonul de selecție " -"drop-down (:guilabel:`⋮`) pe una dintre bancile dvs. În coloana " -":guilabel:`Nou` faceți clic pe :guilabel:`Transfer intern` și introduceți " -"informațiile legate de transfer." -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "Completați informațiile legate de transferul intern" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "Completați câmpul :guilabel:`Memo` pentru reconciliere automată." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" -":guilabel:`Salvați` și :guilabel:`Confirmați` pentru a înregistra transferul" -" intern. Banii sunt acum înregistrate în contul de transfer și o altă plată " -"este **automat** creată în jurnalul destinației (Banca B)." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "Jurnal bancar (Banca A)" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "Contul plăților în așteptare" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "$1,000" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "**Contul de transfer intern**" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "**$1,000**" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" -msgstr "Înregistrare automată - Jurnal bancar (BANCA B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" +msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "Contul primirilor în așteptare" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." -msgstr "" -"Există o plată în așteptare și o primire în așteptare în jurnalele dvs. de " -"conturi bancare, deoarece extrasele bancare care confirmă trimiterea și " -"primirea banilor nu au fost înregistrate încă." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "Plăți/Încasări în așteptarea înregistrării extraselor bancare" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "Gestionați și reconciliați extrasele bancare" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 -msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "Liniile de tranzacții care trebuie completate înainte de reconciliere" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 +msgid "" +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." +msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" -"În următoarea fereastră, alegeți contrapartidele pentru plata - în acest " -"exemplu, contul plăților în așteptare - apoi faceți clic pe " -":guilabel:`Validați`." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "Reconciliați plata dvs." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "Înregistrarea jurnalului bancar" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "Plată în așteptare" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "Cont bancar (BANCA A)" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" -"Pașii trebuie repetate o dată ce primiți extrasul bancar legat de Banca B. " -"Înregistrați și reconciliați liniile extrasului bancar." - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "Încasare în așteptare" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "Cont bancar (BANCA B)" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "Plătiți mai multe facturi în același timp" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" -"Odoo oferă posibilitatea de a grupa plățile pentru mai multe facturi într-o " -"singură, facilitând procesul de reconciliere." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "Grupare plăți" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" -"Pentru a înregistra plata pentru mai multe facturi în același timp, mergeți " -"la :menuselection:`Aplicația contabilă --> Furnizori --> Facturi`. Apoi, " -"selectați facturile pentru care doriți să înregistrați o plată, bifând " -"casetele din dreptul facturilor. După ce ați terminat, faceți clic pe " -":guilabel:`Înregistrați plata` sau :menuselection:`Acțiune --> Înregistrați " -"plata`." - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "Buton înregistrare plată." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "Plățile pot fi înregistrate doar pentru facturi :guilabel:`postate`." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" -"Când înregistrați plățile, o fereastră **pop-up** apare. De aici, puteți " -"crea **plăți separate** pentru fiecare factură în același timp, făcând clic " -"pe :guilabel:`Creați plata`, *sau* creați o plată prin combinarea **toate** " -"plățile pentru facturi. Pentru a **combină** toate plățile, bifați caseta " -":guilabel:`Grupare plăți`." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" -"Opțiunea :guilabel:`Grupare plăți` apare doar atunci când selectați două sau" -" mai multe facturi." - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "Opțiuni grupare plăți la înregistrarea unei plăți." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" -"Când selectați :guilabel:`Grupare plăți`, :guilabel:`suma, moneda, data și " -"memorandum` sunt setate automat, dar le puteți modifica în funcție de " -"nevoile dvs." - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "Plăți parțiale grupate cu discounturi în numerar" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -10078,18 +10102,19 @@ msgstr "Activați metodele de plată cu chitanțe" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -"Pentru a activa metoda de plată cu chitanțe, accesați " -":menuselection:`Contabilitate --> Configurare --> Chitanțe`, acolo puteți " -"activa metoda de plată precum și setați :guilabel:`Aspectul chitanței`. " -"Odată activată setarea :guilabel:`Chitanțe`, funcția este automat " -"configurată pentru :guilabel:`Plăți de ieșire`." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " @@ -10100,59 +10125,59 @@ msgstr "" ":guilabel:`Aspectul chitanțelor SUA` este necesar pentru a imprima chitanțe " "SUA." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "Staționar compatibil pentru imprimarea chitanțelor" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "Statele Unite ale Americii" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" "Pentru Statele Unite ale Americii, Odoo suportă în mod implicit formatele de" " chitanțe ale:" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" "**Quickbooks & Quicken**: chitanță deasupra, răsturnări în mijloc și jos;" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "**Peachtree**: chitanță în mijloc, răsturnări deasupra și jos;" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "**ADP**: chitanță în jos, și răsturnări deasupra." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "Plătiți o factură furnizor cu o chitanță" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "Plata unui furnizor cu o chitanță se face în trei etape:" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "înregistrarea unei plăți" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "imprimarea chitanțelor în lot pentru toate plățile înregistrate" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "reconcilierea declarațiilor bancare" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "Înregistrați o plată cu o chitanță" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -10164,11 +10189,11 @@ msgstr "" "este validată, puteți înregistra o plată. Setați :guilabel:`Metoda de plată`" " la :guilabel:`Chitanțe` și validați plata." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "Imprimați chitanțe" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -10180,7 +10205,7 @@ msgstr "" ":guilabel:`Chitanțe de imprimat` aveți posibilitatea de a imprima chitanțele" " reconciliate." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -12622,6 +12647,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "Cerințe" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "Periodicitatea declarației fiscale" @@ -12763,7 +12793,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" @@ -13019,9 +13049,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -13031,10 +13062,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -13043,444 +13074,458 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" +msgid "Activate sales taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "Nume taxa" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "Calculul taxei" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " ":ref:`affects the base of the subsequent ones `." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "Taxă" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "Total" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:102 +msgid "" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "1,100.00" +msgstr "" + #: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" +msgid "**Percentage of Price Tax Included**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 -msgid "1,100.00" +msgid "111.11" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:127 +msgid "1,111.11" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:130 -msgid "**Percentage of Price Tax Included**" +msgid "**Python code**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:132 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:138 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "1,111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "Activ" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "Scop taxă" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:177 -msgid "Definition tab" +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:179 +msgid "Definition tab" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "Etichetă în factură" - #: ../../content/applications/finance/accounting/taxes.rst:204 +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" +msgid "The label on invoices is displayed on each invoice line" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "Grup taxa" +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:216 +#: ../../content/applications/finance/accounting/taxes.rst:217 msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "Includeți în Costul Analitic" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "Inclusă în preț" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "900.10" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "90.9" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "1,000.00" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "Afectează baza taxelor ulterioare" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -13491,15 +13536,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr "" @@ -13601,6 +13650,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -14341,105 +14391,55 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -"O taxă de reținere, numită și taxă de reținere, este o cerință a guvernului " -"pentru platitorul unei facturi de client să rețină sau să deducă taxele din " -"plata și să plătească această taxă guvernului. În majoritatea " -"jurisdicțiilor, taxa de reținere se aplică veniturilor din angajare." -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -"Cu taxele normale, taxele sunt adăugate subtotalului pentru a vă da totalul " -"de plată. În contrast cu taxele normale, taxele de reținere sunt deduse din " -"suma de plată, deoarece taxele vor fi plătite de către client." -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" -msgstr "Ca exemplu, în Colombia, puteți avea următoarea factură:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" +msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -"În acest exemplu, **compania** care a trimis factura are datorii de $ 20 de " -"taxe către **guvern** și **clientul** are datorii de $ 10 de taxe către " -"**guvern**." -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -"În Odoo, o taxă de reținere este definită prin crearea unei taxe negative. " -"Pentru o reținere de 10%, ați configura următoarea taxă (accesibilă prin " -":menuselection:`Configurare --> Taxe`):" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -"Pentru a face ca aceasta să apară ca o reținere pe factură, ar trebui să " -"setați un grup fiscal specific **Retention** pe taxele dvs., în fila " -"**Opțiuni avansate**." -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." -msgstr "" -"Odată ce taxele sunt definite, le puteți utiliza în produsele dvs., ordinele" -" de vânzare sau facturile." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" -"Dacă reținerea este un procentaj dintr-o taxă obișnuită, creați o taxă cu o " -"**Calculare a taxei** ca un **Grup fiscal** și setați cele două taxe în " -"acest grup (taxă normală și reținere)." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "Aplicarea taxelor de reținere pe facturi" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" -"Odată ce taxele sunt create, le puteți utiliza pe formele de client, " -"ordinele de vânzare sau facturile de client. Puteți aplica mai multe taxe pe" -" o singură linie de factură de client." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" -"Când vedeți factura de client pe ecran, obțineți doar o **Linie de taxe** " -"rezumată toate taxele (taxe normale și rețineri). Dar când imprimați sau " -"trimiteți factura, Odoo face gruparea corectă printre toate taxele." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 @@ -14448,13 +14448,20 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr "" @@ -14529,7 +14536,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "" @@ -14548,6 +14555,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -14793,6 +14804,15 @@ msgstr "Declinând" msgid "Declining Then Straight Line" msgstr "Declinând apoi linie dreaptă" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" +"Serverul verifică o dată pe zi dacă o intrare trebuie postată. Acesta poate " +"apoi dura până la 24 de ore înainte de a vedea o schimbare de la *ciornă* la" +" *postat*." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -14805,6 +14825,16 @@ msgstr "" msgid "Configure an Assets Account" msgstr "Configurați un cont de active" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" +"Pentru a configura contul în **Planul de conturi**, mergeți la " +":menuselection:`Contabilitate --> Configurare --> Planul de conturi`, faceți" +" clic pe *Creare* și completați formularul." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "Configurarea unui cont de active în Odoo Contabilitate" @@ -14816,12 +14846,10 @@ msgstr "" "Tipul acestui cont trebuie să fie fie *Active fixe* sau *Active ne-curente*." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "Postați o cheltuială pe contul potrivit" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "Selectați contul pe o factură ciornă" @@ -14838,12 +14866,10 @@ msgstr "" "Selectarea unui cont de active pe o factură ciornă în Odoo Contabilitate" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "Alegeți un cont de cheltuieli diferit pentru produse specifice" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -14863,8 +14889,11 @@ msgstr "" "Este posibil să :ref:`automatizați crearea de intrări de active ` pentru aceste produse." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "Schimbați contul unui element de jurnal postat" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " @@ -14875,10 +14904,19 @@ msgstr "" "elementul de jurnal pe care doriți să-l modificați, faceți clic pe cont și " "selectați cel potrivit." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" +"Modificarea contului unui element de jurnal postat în Odoo Contabilitate" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "Intrări de active" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "Creați o nouă intrare" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -14926,6 +14964,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "Tabloul de depreciere în Odoo Contabilitate" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "Ce înseamnă \"Prorata Temporis\"?" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -15172,6 +15214,16 @@ msgstr "" "Când creați o nouă intrare de activ, completați **Contul activului fix** cu " "contul activului potrivit." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" +"Noile butoane cu toate modelele asociate acelui cont apar în partea de sus a" +" formularului. Făcând clic pe un buton de model completează formularul în " +"funcție de acel model." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "Butonul modelului de active în Odoo Contabilitate" @@ -15194,6 +15246,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "Aveți trei opțiuni pentru câmpul **Active automate**:" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "**Nu:** aceasta este valoarea implicită. Nimic nu se întâmplă." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -15229,328 +15285,190 @@ msgstr "" "al unui produs pentru a automatiza în totalitate achiziția acestuia. (vezi: " ":ref:`product-assets-account`)." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" -msgstr "Cheltuieli amânate și neexigibile" +msgid "Deferred expenses" +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" -"**Cheltuieli neexigibile** și **avansuri** (cunoscute și ca **cheltuieli " -"avansate**), sunt ambele costuri care au deja loc pentru produsele " -"neconsumate sau serviciile încă de primit." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" -"Astfel de costuri sunt **active** pentru companie deoarece aceasta a deja " -"plătit pentru produsele și serviciile încă de primit sau care încă nu au " -"fost utilizate. Compania nu poate raporta acestea în **declarația de profit " -"și pierdere** sau *declarația de venituri și cheltuieli*, deoarece plățile " -"vor fi efectiv cheltuite în viitor." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" -"Aceste cheltuieli viitoare trebuie amânate în bilanțul companiei până la " -"momentul în care pot fi **recunoscute**, o dată sau pe o perioadă definită, " -"pe declarația de profit și pierdere." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" -"De exemplu, spunem că plătim $ 1200 deodată pentru un an de asigurare. Deja " -"plătim costul acum, dar nu am folosit încă serviciul. Deci, postăm această " -"nouă cheltuială într-un *cont de avans* și decidem să o recunoaștem pe o " -"bază lunară. Fiecare lună, pentru următoarele 12 luni, $ 100 vor fi " -"recunoscute ca o cheltuială." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -"Odoo Contabilitate gestionează cheltuieli constatate dar neexigibile și " -"avansuri prin împărțirea lor în mai multe intrări care sunt create automat " -"în modul *ciornă* și apoi postate periodic." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -"Astfel de tranzacții trebuie postate pe un **Cont de cheltuieli " -"neexigibile** în locul contului de cheltuieli implicit." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" -msgstr "Configurați un cont de cheltuieli neexigibile" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -"Configurarea unui cont de cheltuieli neexigibile în Odoo Contabilitate" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "Tipul acestui cont trebuie să fie fie *Active curente* sau *Avansuri*" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -"Pe o factură ciornă, selectați contul potrivit pentru toate produsele " -"cheltuielilor cărora trebuie să le amânați." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" -"Selectarea unui cont de cheltuieli constatate dar neexigibile pe o factură " -"ciornă în Odoo " - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "Schimbarea contului de cheltuieli pentru un produs în Odoo" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" -"Este posibil să automatizați crearea de intrări de cheltuieli pentru aceste " -"produse (vezi: `Automatizați cheltuielile neexigibile`_)." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "Intrări de cheltuieli neexigibile" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" -"O **intrare de cheltuieli neexigibile** generează automat toate intrările " -"jurnalului în modul *ciornă*. Apoi, ele sunt postate una câte una la " -"momentul potrivit până când suma întreagă a cheltuielii este recunoscută." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" -"Pentru a crea o nouă intrare, mergeți la :menuselection:`Contabilitate --> " -"Contabilitate --> Cheltuieli neexigibile`, faceți clic pe *Creați*, și " -"completați formularul." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" -"Faceți clic pe **selectați achizițiile asociate** pentru a lega un element " -"existent din jurnal la această nouă intrare. Anumite câmpuri sunt apoi " -"completate automat, și elementul din jurnal este acum listat în fila " -"**Cheltuieli asociate**." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" -msgstr "Intrare de cheltuieli neexigibile în Odoo Contabilitate" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -"Odată terminat, puteți face clic pe *Calculați amânarea* (lângă butonul " -"*Confirmare*) pentru a genera toate valorile **Tabloului de cheltuieli**. " -"Acest tablou vă arată toate intrările pe care Odoo le va posta pentru a " -"recunoaște cheltuielile dvs., și la ce dată." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" -msgstr "Tabloul de cheltuieli în Odoo Contabilitate" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -"Funcția **Prorata Temporis** este utilă pentru a recunoaște cheltuielile mai" -" precis posibil." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 -msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." -msgstr "" -"Cu această funcție, prima intrare pe Tabloul de cheltuieli este calculată în" -" funcție de timpul rămas între *Data Prorata* și *Data primului " -"recunoaștere* în loc de suma implicită de timp între recunoașteri." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 -msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" -"De exemplu, Tabloul de cheltuieli de mai sus are prima cheltuială cu o sumă " -"de $ 70,97 în loc de $ 100,00. Ca urmare, ultima intrare este de asemenea " -"mai mică și are o sumă de $ 29,03." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "Intrare neexigibilă din jurnalul achizițiilor" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" -"Puteți crea o intrare neexigibilă dintr-un element specific din jurnalul " -"**Achiziții**." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." -msgstr "" -"Pentru a face acest lucru, deschideți jurnalul Achiziții mergând la " -":menuselection:`Contabilitate --> Contabilitate --> Achiziții`, și selectați" -" elementul din jurnal pe care doriți să-l amânați. Asigurați-vă că este " -"postat în contul corect (vezi: `Schimbați contul unui element din jurnal " -"postat`_)." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "Modele de cheltuieli neexigibile" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 -msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." -msgstr "" -"Puteți crea **Modele de cheltuieli neexigibile** pentru a crea intrările de " -"cheltuieli neexigibile mai rapid." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." -msgstr "" -"Pentru a crea un model, mergeți la :menuselection:`Contabilitate --> " -"Configurare --> Modele de cheltuieli amânate`, faceți clic pe *Creați*, și " -"completați formularul la fel cum ați face pentru a crea o nouă intrare." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." -msgstr "" -"Puteți converti de asemenea o *intrare de cheltuieli amânate confirmată* în " -"un model deschizând-o din :menuselection:`Contabilitate --> Contabilitate " -"---> Cheltuieli neexigibile` și apoi, prin făcând clic pe butonul *Salvați " -"modelul*." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "Aplicați un model de cheltuieli neexigibile unei noi intrări" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -"Când creați o nouă intrare de cheltuieli amânate, completați **Contul de " -"cheltuieli neexigibile** cu contul de recunoaștere corect." -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "Butonul model de cheltuieli neexigibile în Odoo Contabilitate" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "Automatizați cheltuielile neexigibile" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 +msgid "" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 +msgid "" +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 +msgid "" +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" -"Când creați sau editați un cont de care tipul este fie *Active curente* sau " -"*Avansuri*, puteți configura acesta pentru a amâna cheltuielile care sunt " -"creditate pe acesta automat." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" -"Aveți trei opțiuni pentru câmpul **Automatizați cheltuielile neexigibile**:" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" -"**Creați în ciornă:** de fiecare dată când o tranzacție este postată pe " -"cont, o *intrare de cheltuieli neexigibile* în ciornă este creată, dar nu " -"este validată. Trebuie mai întâi să completa formularul în " -":menuselection:`Contabilitate --> Contabilitate --> Cheltuieli neexigibile`." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" -"**Creați și validați:** trebuie de asemenea să selectați un model de " -"cheltuieli neexigibile (vedeți: `Modele de cheeltuieli neexigibile`_). De " -"fiecare dată când o tranzacție este postată pe cont, o *intrare de " -"cheltuieli neexigibile* este creată și validată imediat." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" -"Automatizați cheltuielile neexigibile pe un cont în Odoo Contabilitate" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." -msgstr "" -"Puteți, de exemplu, selecta acest cont ca **Contul de cheltuieli** implicit " -"al unui produs pentru a automatiza în totalitate achiziția acestuia. " -"(vedeți: `Alegeți un cont de cheltuieli diferit pentru produse specifice`_)." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 msgid "AI-powered document digitization" @@ -15858,8 +15776,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -15916,6 +15834,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -18334,7 +18254,7 @@ msgstr "" "în mod implicit." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "Tipuri de documente" @@ -18444,7 +18364,7 @@ msgid "document types grouped by letters." msgstr "tipuri de documente grupate după litere." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "Utilizare pe facturi" @@ -18662,7 +18582,7 @@ msgstr "" "furnizat de furnizor." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "Utilizare și testare" @@ -19851,29 +19771,1654 @@ msgstr "Impozit pe profit - Cumpărări deductibile" msgid "Australia" msgstr "Australia" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "Cumpărări" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "Stat de plată" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -19886,7 +21431,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -19896,13 +21441,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -19912,15 +21460,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "Puteti alege orice jurnal Odoo pentru a posta intrarile de salariu." -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "Cum functioneaza API-ul?" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -19933,20 +21481,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -19956,7 +21504,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -20052,7 +21600,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -20070,22 +21618,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -20146,7 +21694,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -20252,12 +21800,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -20357,10 +21899,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -20603,12 +22141,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Facturare Electronică" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -20617,38 +22524,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -20656,7 +22563,7 @@ msgid "" "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -20664,76 +22571,76 @@ msgid "" "`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "Odoo Online" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "Odoo.sh" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "On-Premise" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "Certificat" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -20741,52 +22648,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -20795,7 +22702,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -20803,17 +22710,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -20822,7 +22729,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -20870,7 +22777,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -20885,25 +22792,25 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "Box IoT" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -20911,19 +22818,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -20935,7 +22842,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -20943,17 +22850,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -21501,10 +23408,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -21680,7 +23583,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -21911,7 +23814,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -21941,7 +23844,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -21956,12 +23859,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -21974,24 +23875,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -21999,110 +23893,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -22110,11 +24004,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -22123,15 +24017,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -22139,11 +24033,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -22153,50 +24047,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -22207,29 +24101,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -22237,19 +24131,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "Congigurarea serverului de e-mail intrare pentru DTE chilian." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "Certificate" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -22257,24 +24151,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -22285,13 +24179,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "Configurarea certificatului digital." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "Valută multiplă" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -22300,12 +24194,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -22313,43 +24207,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -22359,13 +24253,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "Datele facturii electronice chilene pentru parteneri." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -22376,56 +24270,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "Lista de tipuri de documente fiscale chilene." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "Vânzări Santiago." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "Vânzări Valparaiso." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "Casa 1." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "Casa 2." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -22433,32 +24327,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "Plata angajaților." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -22467,7 +24361,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -22475,7 +24369,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -22483,11 +24377,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "CAF" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -22496,7 +24390,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -22505,14 +24399,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -22520,11 +24414,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -22535,14 +24429,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -22550,60 +24444,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "Conturi de transfer" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "Rată conversie" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "Chile are mai multe tipuri de taxe, cele mai comune sunt:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -22615,11 +24509,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "Diagrama cu tranzactiile facturii electronice." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -22632,32 +24526,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -22667,7 +24561,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "DIE XML File afisat in chatter." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -22680,7 +24574,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -22691,7 +24585,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -22704,7 +24598,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "Identificarea tranzactiei pentru factura si actualizarea statusului." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -22715,26 +24609,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -22743,21 +24637,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "Postati factura din nou." @@ -22765,11 +24659,11 @@ msgstr "Postati factura din nou." msgid "Message when an invoice is rejected." msgstr "Mesaj cand o factura este respinsa." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "Referinte incrucisate" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -22783,14 +24677,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -22801,36 +24695,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "Odata ce factura a fost trimisa catre client:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "Clientul trebuie sa trimita un email de confirmare de receptie." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -22838,11 +24732,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "Mesaj cu acceptarea comerciala de la client." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -22855,12 +24749,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "Erori comune" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -22952,34 +24846,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -22994,16 +24888,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "Crearea CAF pentru notele de credit." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "Cazuri de utilizare" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -23017,11 +24911,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -23035,7 +24929,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -23045,17 +24939,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "Nota de credit cu valoarea corectata pe linii de factura." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -23071,23 +24965,23 @@ msgstr "" "Nota de credit pentru restituire partiala pentru a corecta sumele, folosind " "codul de referinta SII 3." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -23098,7 +24992,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -23108,16 +25002,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -23129,55 +25023,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "Receptie" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "Acceptare" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -23189,11 +25083,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "Revendicare" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -23208,7 +25102,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -23216,12 +25110,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -23229,7 +25123,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -23237,14 +25131,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -23254,19 +25148,19 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." @@ -23274,11 +25168,11 @@ msgstr "" ":guilabel:`From Product Template`: Odoo ia pretul configurat in sablonul " "produsului si il arata pe document." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" @@ -23288,17 +25182,17 @@ msgstr "" "altul miscari care pot fi din vânzări, eșantioane, consignație, transferuri " "interne și în esență orice mutare a produsului." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -23309,13 +25203,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -23326,7 +25220,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -23336,18 +25230,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -23356,7 +25250,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -23364,7 +25258,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -23374,7 +25268,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -23382,18 +25276,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -23401,7 +25295,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -23411,7 +25305,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -23425,7 +25319,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -23439,7 +25333,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -23449,11 +25343,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "După ce recipisa este postata:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -23463,7 +25357,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -23471,18 +25365,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -23490,13 +25384,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -23506,14 +25400,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -23521,11 +25415,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -23536,11 +25430,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -23552,11 +25446,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -23567,32 +25461,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -23605,20 +25499,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -23631,12 +25525,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -23647,7 +25541,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -23659,31 +25553,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -23695,31 +25589,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -23727,23 +25621,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -23751,7 +25645,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -23764,21 +25658,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -23789,17 +25683,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -23810,7 +25704,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -23818,11 +25712,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -23834,19 +25728,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -23858,18 +25752,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "Retururi" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -23881,7 +25775,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -23891,24 +25785,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -23916,7 +25810,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -23931,11 +25825,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "Formularul F29" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -23944,13 +25838,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -23961,7 +25855,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -23972,7 +25866,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -26023,8 +27917,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" @@ -27539,7 +29433,6 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -33504,7 +35397,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -34098,13 +35991,11 @@ msgid "Spain" msgstr "Spania" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" +msgid "Spanish chart of accounts" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 @@ -34121,39 +36012,57 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 -msgid "Tax Report (Modelo 111)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 -msgid "Tax Report (Modelo 115)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +msgid "Tax Report (Modelo 111)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 +msgid "Tax Report (Modelo 115)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "Elvetia" @@ -34357,17 +36266,6 @@ msgstr "" msgid "TVA 7.7%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "Cumpărări" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -35037,10 +36935,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "Stat de plată" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -35524,6 +37418,7 @@ msgstr ":doc:`Adyen `" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -35531,6 +37426,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -35556,7 +37452,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "Site-ul furnizorului" @@ -36267,10 +38162,10 @@ msgstr ":ref:`payment_providers/add_new`" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -36784,8 +38679,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "Configurati restul optiunilor dupa preferinte." @@ -37489,7 +39384,11 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." @@ -37497,11 +39396,16 @@ msgstr "" ":ref:`Navigate to the payment provider Mercado Pago " "` si schimbati statusul in :guilabel:`Enabled`." -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -38118,7 +40022,14 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "Apasati pe :guilabel:`Create Webhook` pentru a finaliza configurarea." -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." @@ -38126,7 +40037,7 @@ msgstr "" ":ref:`Navigate to the payment provider Razorpay `" " si schimbati starea sa in :guilabel:`Enabled`." -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " @@ -38136,11 +40047,11 @@ msgstr "" ":guilabel:`Key Secret`, si :guilabel:`Webhook Secret` cu valorile salvate la" " pasul :ref:`payment_providers/razorpay/configure_dashboard`." -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "Daca configurati Odoo pentru a captura sumele manual:" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." @@ -38148,7 +40059,7 @@ msgstr "" "Aveti in vedere ca **anularea manuala** a unei tranzactii nu este suportata " "de Razorpay" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -38864,11 +40775,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "Șabloane" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -38877,7 +40801,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -38887,34 +40811,35 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "Roluri" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." @@ -38922,7 +40847,7 @@ msgstr "" "Roluile sunt disponibile accesând :menuselection:`Sign --> Configuration -->" " Roles`" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -38933,11 +40858,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -38946,28 +40871,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -38975,7 +40900,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -38983,7 +40908,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -38995,28 +40920,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "Adauga un hash la documentul tau" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -39025,7 +40950,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -39036,7 +40961,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -39044,11 +40969,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "Semnatarul hash" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -39057,7 +40982,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -39068,76 +40993,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -39145,7 +41071,7 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." @@ -39153,14 +41079,14 @@ msgstr "" "Pentru a crea si edita tipurile de câmpuri, accesați :menuselection:`Sign " "--> Configuration --> Settings --> Edit field types`." -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -39172,7 +41098,7 @@ msgstr "" "lor, sau încărcarea unui fișier local (de obicei o imagine). Fiecare " ":guilabel:`Signature` următor va utiliza datele introduse în primul câmp." -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." @@ -39180,16 +41106,16 @@ msgstr "" ":guilabel:`Initial`: utilizatorii sunt rugați să introducă inițialele lor, " "în mod similar cu câmpul :guilabel:`Signature`." -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr ":guilabel:`Text`: utilizatorii introduc text pe o singură linie." -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" ":guilabel:`Multiline Text`: utilizatorii introduc text pe mai multe linii." -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." @@ -39197,7 +41123,7 @@ msgstr "" ":guilabel:`Checkbox`: utilizatorii pot bifa o casetă (de exemplu, pentru a " "marca aprobarea sau consimțământul)." -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." @@ -39205,7 +41131,7 @@ msgstr "" ":guilabel:`Selection`: utilizatorii aleg o singură opțiune dintr-o varietate" " de opțiuni." -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -39218,7 +41144,7 @@ msgstr "" "semnează documentul. Pentru a face acest lucru, introduceți numele tehnic al" " campului din modelul de contact." -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." @@ -39226,7 +41152,7 @@ msgstr "" "Pentru a afla numele tehnic al unui câmp, activați modul de dezvoltator și " "plasați cursorul deasupra semnului întrebării din dreptul câmpului." -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." @@ -39234,7 +41160,7 @@ msgstr "" "Completează automat valorile sunt sugestii și pot fi modificate după cum " "este necesar de către persoana care semnează documentul." -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -39244,7 +41170,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/ro/LC_MESSAGES/inventory_and_mrp.po b/locale/ro/LC_MESSAGES/inventory_and_mrp.po index e101e0b7b..5548e1142 100644 --- a/locale/ro/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/ro/LC_MESSAGES/inventory_and_mrp.po @@ -7,21 +7,21 @@ # Dragos Vasile, 2023 # Emanuel Bruda, 2023 # Hongu Cosmin , 2023 -# Martin Trigaux, 2023 # Claudia Baisan, 2023 # Cozmin Candea , 2023 # Foldi Robert , 2023 -# Dorin Hongu , 2023 -# Vacaru Adrian , 2023 +# Dorin Hongu , 2024 +# Martin Trigaux, 2024 +# Vacaru Adrian , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Vacaru Adrian , 2023\n" +"Last-Translator: Vacaru Adrian , 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -57,70 +57,270 @@ msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" -msgstr "Procesează o ajustare de inventar cu coduri de bare" +msgid "Apply inventory adjustments with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -"Pentru a procesa o ajustare de inventar folosind coduri de bare, trebuie mai" -" întâi să deschideți aplicația *Coduri de bare*. Apoi, din aplicație, faceți" -" click pe *Ajustări de inventar*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -"Dacă doriți să lucrați în totalitate cu coduri de bare, puteți descărca " -"foaia *Comenzi pentru inventar*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" -"Odată ce ați făcut clic pe *Ajustări de inventar*, Odoo va crea automat una." -" Notați că, dacă lucrați cu locații multiple, trebuie mai întâi să " -"specificați în ce locație are loc ajustarea de inventar." #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" -"Dacă nu lucrați cu locații multiple, veți putea scana diferite produse pe " -"care doriți să le includeți în ajustarea de inventar." #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -"Dacă aveți 5 articole identice, scanați-le de 5 ori sau utilizați tastatura " -"pentru a seta cantitatea." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -"În plus față de utilizarea scannerului de coduri de bare, puteți adăuga și " -"un produs manual, dacă este necesar. Pentru a face acest lucru, faceți clic " -"pe *Adaugă produs* și completați manual informațiile." -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" -"Când ați scana toate articolele din locație, validați manual inventarul sau " -"scanați codul de bare *Validează*." #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:6 @@ -1079,6 +1279,9 @@ msgstr "Numărul lotului" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1108,6 +1311,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1418,190 +1622,662 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" -msgstr "Procesare transferuri" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "Transferuri simple" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 -msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -"Pentru a procesa o transferare din aplicația *Barcode*, primul pas este să " -"mergeți la *Operațiuni*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -"Apoi, aveți opțiunea de a introduce o transferare existentă, mergând la " -"tipul de operațiune corespunzător și selectând manual una pe care doriți să " -"o introduceți, sau prin scanați codul de bare al transferării." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -"De acolo, veți putea scana produsele care fac parte din transferarea " -"existentă și / sau adăugați noi produse la această transferare. După ce " -"toate produsele au fost scanate, puteți valida transferul pentru a continua " -"cu mișcările de stoc." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -"Dacă aveți diferite locații de stocare în depozitul dvs., puteți adăuga pași" -" suplimentari pentru diferitele tipuri de operațiuni." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "Recepții" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -"Când primiți un produs în stoc, trebuie să scanați codul de bare al " -"produsului pentru a-l identifica în sistem. Odată făcut, puteți face ca " -"produsul să intre în locația principală a transferului, de exemplu WH/Stock," -" sau scanați codul de bare al locației pentru a face ca produsul să intre în" -" o sublocație a locației principale." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -"Dacă doriți ca produsul să intre în WH/Stock în exemplul nostru, puteți " -"scana pur și simplu următorul produs." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "Comenzi de livrare" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -"Când livrați un produs, trebuie să scanați locația sursă dacă este diferită " -"de cea inițială setată pe transfer. Apoi, puteți începe să scanați produsele" -" care sunt livrate din această locație specifică." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -"Odată ce diferitele produse au fost scanate, aveți posibilitatea de a scana " -"o altă locație, cum ar fi WH/Stock, și o altă pagină va fi adăugată la " -"comanda dvs. de livrare. Puteți trece de la una la alta prin intermediul " -"butoanelor *Anterior* și *Următor*." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -"Acum, puteți valida transferul dvs. Pentru a face acest lucru, faceți clic " -"pe *Următor* până când ajungeți la ultima pagină a transferului. Acolo, veți" -" putea să-l validați." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "Transferuri interne" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -"Când realizați un transfer intern cu multi-locație, mai întâi trebuie să " -"scanați locația sursă a produsului. Apoi, puteți scana produsul în sine, " -"înainte de a trebui să scanați codul de bare al locației destinație." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -"Dacă sursa și destinația transferurilor interne sunt deja corecte, nu " -"trebuie să le scanați." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" -msgstr "Transferuri cu produse urmărite" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -"Dacă lucrați cu produse urmărite de loturi/numere de serie, aveți două " -"modalități de lucru:" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 -msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -"Dacă lucrați cu numere de serie/loturi luând în considerare toate produsele," -" puteți scana codul de bare al lotului/numărului de serie și Odoo va crește " -"cantitatea de produs, setând lotul/numărul de serie." -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 +msgid "" +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" -"Dacă aveți același lot/număr de serie pentru diferite produse, puteți lucra " -"scanează mai întâi codul de bare al produsului, apoi codul de bare al " -"lotului/numărului de serie." #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" -msgstr "Creați un transfer de la zero" +msgid "Create and process transfers with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -"Pentru a crea un transfer din aplicația *Barcode*, mai întâi trebuie să " -"imprimați codurile de bare ale tipului de operațiune. Pentru a face acest " -"lucru, puteți descărca *Foaia de coduri de bare de stoc* de pe pagina de " -"pornire a aplicației." -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "Creați un transfer intern" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" -"Odată terminat, puteți scana cel pentru care doriți să creați un nou " -"document. Apoi, un document gol va fi creat și veți putea scana produsele " -"dvs. pentru a popula acesta." #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 msgid "Setup" @@ -3143,107 +3819,170 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" -msgstr "Care este diferența dintre loturi și numere de serie?" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "Introducere" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 -msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +msgid "Difference between lots and serial numbers" msgstr "" -"In Odoo, loturile și numerele de serie au similarități în functionale in " -"sistemul lor, dar sunt diferite în comportament. Ambele sunt gestionate în " -"aplicațile **Stoc**, **Achiziții** și **Vânzări**." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -"**Loturi** corespund unui anumit număr de produse pe care le-ați primit și " -"le stocați împreună într-un singur pachet." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -"**Numere de serie** sunt numere de identificare ale unui produs în " -"particular, pentru a permite trasabilitatea produsului de la primire până la" -" livrare și post vânzare." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" -msgstr "Cănd să folosești" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -"**Loturi** sunt interesante pentru produsele care sunt primite în cantități " -"foarte mari și pentru care un număr de lot poate ajuta în rapoartele, " -"controlele de calitate sau alte informații. Loturile vor ajuta la " -"identificarea unui număr de piese care au, de exemplu, o defecțiune de " -"producție. Aceasta poate fi utilă pentru o producție în loturi de haine sau " -"alimente." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" -"**Numere de serie** sunt interesante pentru articole care ar putea necesita " -"servicii post-vânzare, cum ar fi telefoane mobile, laptopuri, frigidere și " -"orice alte dispozitive electronice. Puteți utiliza numărul de serie al " -"producătorului sau propriul dvs., în funcție de modul în care gestionați " -"aceste produse" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" +msgstr ":doc:`lots`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "Când nu să folosești" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" -"Stocarea produselor consumabile, cum ar fi hârtie de bucătărie, hârtie de " -"toaletă, pixuri și blocuri de hârtie în loturi nu ar avea niciun sens, " -"deoarece există foarte puține șanse ca acestea să fie returnate din cauza " -"unei defecțiuni de producție." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" -"De altfel, acordarea unui număr de serie tuturor produselor este o sarcină " -"consumatoare de timp care va avea un scop doar în cazul articolelor care au " -"garanție și / sau servicii post-vânzare. Atribuirea unui număr de serie " -"pâinii, de exemplu, nu are niciun sens." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr ":doc:`serial_numbers`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" -msgstr ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "Urmărire" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 msgid "Expiration dates" @@ -3752,16 +4491,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3771,10 +4500,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3889,23 +4614,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3913,13 +4638,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3928,7 +4653,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3941,7 +4666,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3949,19 +4674,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3973,7 +4698,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3981,7 +4706,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3996,13 +4721,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -4011,51 +4736,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -4065,14 +4790,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -4080,7 +4805,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -4089,12 +4814,12 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -4106,7 +4831,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -4115,38 +4840,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -4156,7 +4881,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -4168,39 +4893,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "Urmărire loturi" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -4208,7 +4933,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -4218,10 +4943,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -4744,6 +5467,11 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -5135,7 +5863,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "Creare comandă de vânzări" @@ -6426,7 +7154,7 @@ msgstr "Recepție bunuri direct în stoc (un pas)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "Creați o comandă de achiziție" @@ -6441,7 +7169,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6503,11 +7231,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "Livrare directă bunuri (1 pas)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6516,7 +7244,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6527,7 +7255,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6538,12 +7266,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6553,7 +7281,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6889,49 +7617,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6945,7 +7681,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6954,7 +7690,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6963,7 +7699,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6974,7 +7710,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6987,11 +7723,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -7000,7 +7736,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -7015,11 +7751,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -7027,7 +7763,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8871,6 +9607,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "Flux de lucru" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -9004,6 +9907,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9565,6 +10469,625 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "2" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" +"În rezervare două loturi pentru o comandă de vânzare cu strategia FIFO." + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -10090,44 +11613,102 @@ msgstr "" "Categoriile de stocare utilizate într-o varietate de reguli de depozitare." #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "Bazat pe" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -10136,664 +11717,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "Ce se întâmplă în interiorul depozitului?" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "Produsele intră în stoc prin intermediul zonei de primire." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" +msgstr "FIFO" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" +msgstr "Locația cea mai apropiată" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "Primul intrat, primul ieșit (FIFO [First In, First Out])" +msgid "Least Packages" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "Loturi & Numere seriale" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "Pachete" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "Ultimul intrat, primul ieșit (LIFO [Last In, First Out])" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" -"Strategia *Primul care expiră, primul ieșit* (FEFO) este puțin diferită de " -"celelalte două strategii de eliminare. Pentru :abbr:`FEFO (Primul care " -"expiră, primul ieșit)`, data expirării este importantă, nu data în care " -"produsul a intrat în stoc." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" -":guilabel:`20001` a intrat în stoc pe 1 iulie și expiră pe 15 iulie, " -":guilabel:`20002` a intrat pe 2 iulie și expiră pe 14 iulie, și " -":guilabel:`20003` a intrat pe 4 iulie și expiră pe 21 iulie. Un client " -"comandă șase cutii pe 5 iulie. Cu strategia de eliminare :abbr:`FEFO (Primul" -" care expiră, primul ieșit)` selectată, se solicită un transfer pentru cinci" -" cutii de :guilabel:`20002` și una de la :guilabel:`20001`. Transferul " -"pentru toate cutiile din lotul :guilabel:`20002` este deoarece au cea mai " -"apropiată dată de expirare. Transferul solicită și o cutie de la " -":guilabel:`20001` deoarece are cea mai apropiată dată de expirare după lotul" -" :guilabel:`20002`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" -"În esență, pentru fiecare comandă de vânzare a unui produs cu strategia de " -"eliminare :abbr:`FEFO (Primul care expiră, primul ieșit)`, se solicită un " -"transfer pentru produsul care are cea mai apropiată dată de expirare de la " -"data comenzii." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "Locația cea mai apropiată" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" -"Strategia *Locația cea mai apropiată* este complet diferită de celelalte " -"strategii de eliminare. Nu este legată de data intrării în depozit, ci mai " -"degrabă de locația produsului. Este folosită în mod obișnuit pentru produse " -"care nu se deteriorează cu timpul." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" -"Scopul este de a evita ca angajatul depozitului să facă un lung drum până la" -" fundul stocului atunci când produsul este de asemenea localizat la o " -"locație apropiată. Această metodă este disponibilă numai dacă setarea " - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "Folosește strategiile de eliminare" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" -"Pentru a diferenția unele unități de altele, unitățile trebuie urmărite, fie" -" prin *lot* sau prin *număr de serie*. Pentru a face acest lucru, mergeți la" -" :menuselection:`Inventar --> Configurare --> Setări`. Apoi, activați " -"setările :guilabel:`Locații de stocare`, :guilabel:`Rute cu mai multe " -"etape`, și :guilabel:`Lote și numere de serie`." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "Primul intrat primul ieșit (FIFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" -"În rezervare două loturi pentru o comandă de vânzare cu strategia FIFO." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "Ultimul intrat primul ieșit (LIFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "În rezervare două loturi pentru vânzare cu strategia LIFO." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "Primul expirat primul ieșit (FEFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "Vizualizarea datei de eliminare pentru 0000001." - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -11249,10 +12371,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "Pachete" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12651,20 +13769,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12673,14 +13791,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -15968,13 +17086,10 @@ msgstr "Gestionați BOM-uri pentru variante de produs" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" -"Odoo permite utilizarea unei liste de materiale (LdM) pentru mai multe " -"variante ale aceluiși produs. Având o listă de materiale consolidată pentru " -"un produs cu variante economisește timp prin prevenirea nevoii de a gestiona" -" mai multe LdM-uri." #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 msgid "Activate product variants" @@ -15982,50 +17097,169 @@ msgstr "Activați variantele de produs" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" -"Pentru a activa variantele, navigați simplu la :menuselection:`Inventar --> " -"Configurare --> Setări --> Produse`, apoi activați opțiunea " -":guilabel:`Variante`. După aceea, faceți clic pe :guilabel:`Salvați` pentru " -"a aplica setarea. Pentru mai multe informații despre configurarea variantei " -"de produs, consultați :doc:`această pagină " -"<../../../sales/sales/products_prices/products/variants>`." #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "Selectarea \"Variante\" din setările aplicației Inventar." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "Aplicați componente LdM la variantele de produs" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" -"În continuare, creați un nou LdM sau editați una existentă prin accesarea " -":menuselection:`Producție --> Produse --> Liste de materiale`. Apoi, faceți " -"clic pe :guilabel:`Editați`. Opțiunea :guilabel:`Aplicați pe variante` " -"pentru a atribui componente unor variante specifice de produs pe LdM este " -"disponibilă o dată ce setarea :guilabel:`Variante` este activată din " -"aplicația :guilabel:`Inventar`. Dacă câmpul :guilabel:`Aplicați pe variante`" -" nu este vizibil imediat, activați-l din meniul opțiunilor suplimentare." #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "Opțiunea \"Aplicați pe variante\" din meniul opțiunilor suplimentare." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " @@ -16036,21 +17270,152 @@ msgstr "" "Același principiu se aplică la configurarea operațiunilor și a produselor " "secundare." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" -"Când definiți variantele LdM prin atribuirea componentelor, câmpul " -":guilabel:`Variantă de produs` în secțiunea principală a LdM-ului trebuie " -"lăsat necompletat, așa cum este aratat mai jos. Acest câmp este utilizat " -"doar atunci când se creează un LdM specific pentru o variantă de produs." + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." -msgstr "Aplicarea componentelor la mai multe variante." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 msgid "Scrap during manufacturing" @@ -16740,10 +18105,6 @@ msgstr "" "subcontractorului nu este necesară, includeți pur și simplu costul **B** în " "prețul subcontractorului **s** și eliminați produsele *B* din *LdM*." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "Urmărire" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/ro/LC_MESSAGES/sales.po b/locale/ro/LC_MESSAGES/sales.po index 64634855f..ac2867c09 100644 --- a/locale/ro/LC_MESSAGES/sales.po +++ b/locale/ro/LC_MESSAGES/sales.po @@ -11,18 +11,18 @@ # Claudia Baisan, 2023 # Vacaru Adrian , 2023 # Fenyedi Levente, 2023 -# Dorin Hongu , 2023 -# Foldi Robert , 2023 -# Martin Trigaux, 2023 +# Dorin Hongu , 2024 +# Foldi Robert , 2024 +# Martin Trigaux, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Martin Trigaux, 2023\n" +"Last-Translator: Martin Trigaux, 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -65,25 +65,12 @@ msgstr "Convertește piste în oportunități" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" -"Sistemul poate genera piste în loc de oportunități, pentru a adăuga un pas " -"de calificare înainte de a converti o *Pistă* într-o *Oportunitate* și " -"atribuirea persoanelor de vânzări potrivite." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" -"Puteți activa acest mod din Setările CRM. Se aplică implicit tuturor " -"canalelor dvs. de vânzări. Dar o puteți face specifică pentru anumite canale" -" din formularul de configurare." - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -108,102 +95,201 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "Configurare" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -"Pentru ca această funcție să funcționeze, mergeți la :menuselection:`CRM -->" -" Configurare --> Setări` și activați funcția *Piste*." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." msgstr "" -"Acum veți avea un nou submeniu *Piste* sub *Piste* unde vor fi agregate." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "Convertește o pistă într-o oportunitate" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -"Când faceți clic pe o *Pistă* veți avea opțiunea de a o converti într-o " -"oportunitate și să decideți dacă trebuie să fie atribuită aceleiași " -"persoane/canal și dacă aveți nevoie să creați un nou client." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -"Dacă aveți deja o oportunitate cu acel client, Odoo vă va oferi automat să " -"le combinați. În același mod, Odoo vă va oferi automat să le asociați unui " -"client existent dacă acest client există deja." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" -msgstr "Îmbinare oportunități" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" -"Odoo va propune, de asemenea, să îmbine automat oportunitățile dacă au " -"aceeași adresă de e-mail. La îmbinarea oportunităților, Odoo îmbină " -"informațiile în oportunitatea care a fost creată mai întâi, acordând " -"prioritate informațiilor prezente în prima oportunitate." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -"Nu se pierde nicio informație: datele din alta oportunitate sunt " -"înregistrate în conversație și câmpurile de informații pentru acces ușor." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -"Dacă găsiți dvs. duplicat, ...de asemenea, puteți combina oportunități sau " -"piste chiar dacă sistemul nu vă propune acest lucru." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -"Vedeți cum, din lista de vizualizare. Selectați oportunitățile sau piste pe " -"care doriți să le combinați și butonul de acțiune va apărea. Apoi, puteți " -"selecta îmbinarea." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." msgstr "" -"Este de asemenea posibil să îmmbinați mai mult de 2 oportunități sau piste." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" @@ -609,6 +695,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Costuri" @@ -7631,20 +7718,17 @@ msgid "Rental" msgstr "Închiriere" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" -"**Odoo Închirieri** este o soluție completă pentru gestionarea " -"închirierilor." #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" -"Într-o singură vizualizare, puteți trimite oferte, confirma comenzile, " -"planifica închirieri, înregistra când produsele sunt ridicate și returnate " -"și emite facturi clienților." #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" @@ -7656,89 +7740,239 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "`Odoo Tutoriale: Închirieri `_" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "Prețuri de închiriere" - -#: ../../content/applications/sales/rental.rst:22 -msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +msgid "Dashboard" +msgstr "" + +#: ../../content/applications/sales/rental.rst:19 +msgid "" +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" -"Accesați :menuselection:`Închirieri --> Produse`, selectați sau creați un " -"produs, și faceți clic pe fila *Închiriere* a produsului. Sub *Prețuri de " -"închiriere*, faceți clic pe *Adăugați un preț*. Apoi alegeți o *Unitate* de " -"timp (ore, zile, săptămâni sau luni), o *Durată*, și un *Preț*. Puteți " -"adăuga atâtea linii de prețuri cât este necesar, de obicei pentru a oferi " -"reduceri pentru duratele de închiriere mai lungi." #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" -msgstr "Exemplu de configurare a prețurilor de închiriere în Odoo Închirieri" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." +msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" -"Sub *Rezervări*, puteți adăuga penalități pentru orice *Oră suplimentară* " -"sau *Zi suplimentară*. Puteți seta și un *Timp de securitate*, exprimat în " -"ore, pentru a face produsul temporar indisponibil între două comenzi de " -"închiriere." #: ../../content/applications/sales/rental.rst:37 -msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." -msgstr "" -"Dacă doriți să închiriați un produs creat în afara aplicației Închirieri, nu" -" uitați să bifați *Poate fi închiriat* sub numele produsului. În mod " -"implicit, această opțiune este bifată atunci când creați un produs direct " -"din aplicația Închirieri." +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "Setări" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "Calcul" - -#: ../../content/applications/sales/rental.rst:44 +#: ../../content/applications/sales/rental.rst:39 msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" -"Odoo folosește întotdeauna două reguli pentru a calcula prețul unui produs " -"atunci când creați o comandă de închiriere:" #: ../../content/applications/sales/rental.rst:46 +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:50 +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:52 +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:56 +msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "Rezervări" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 msgid "Only one price line is used." msgstr "Se folosește doar o singură linie de preț." -#: ../../content/applications/sales/rental.rst:47 +#: ../../content/applications/sales/rental.rst:125 msgid "The cheapest line is selected." msgstr "Este selectată cea mai ieftină linie." -#: ../../content/applications/sales/rental.rst:50 +#: ../../content/applications/sales/rental.rst:128 msgid "Consider the following rental pricing configuration for a product:" msgstr "" "Luați în considerare următoarea configurare a prețurilor de închiriere " "pentru un produs:" -#: ../../content/applications/sales/rental.rst:52 +#: ../../content/applications/sales/rental.rst:130 msgid "1 day: $100" msgstr "1 zi: 100 $" -#: ../../content/applications/sales/rental.rst:53 +#: ../../content/applications/sales/rental.rst:131 msgid "3 days: $250" msgstr "3 zile: 250 $" -#: ../../content/applications/sales/rental.rst:54 +#: ../../content/applications/sales/rental.rst:132 msgid "1 week: $500" msgstr "1 săptămână: 500 $" -#: ../../content/applications/sales/rental.rst:56 +#: ../../content/applications/sales/rental.rst:134 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" @@ -7746,7 +7980,7 @@ msgstr "" "Un client dorește să închirieze acest produs pentru opt zile. Ce preț va " "plăti?" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " @@ -7756,93 +7990,265 @@ msgstr "" " este cea mai ieftină opțiune. Clientul trebuie să plătească trei ori '3 " "zile' pentru a acoperi închirierea a opt zile, pentru un total de 750 $." -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "Semnătură client" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" -"Puteți solicita clienților să semneze un acord de închiriere care să descrie" -" înțelegerea dintre dumneavoastră și clienții dumneavoastră înainte de a " -"ridica produsele pentru a vă asigura că produsele dumneavoastră sunt " -"returnate la timp și în starea lor originală. Pentru a face acest lucru, " -"mergeți la :menuselection:`Închirieri --> Configurare --> Setări`, activați " -"*Documente digitale* și *Salvați*." #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "Setări documente digitale în Odoo Închirieri" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -"Această caracteristică necesită aplicația :doc:`Semn <../finance/sign>`. " -"Dacă este necesar, Odoo o instalează după activarea *Documente digitale*." -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -"Odată ce setările aplicației sunt salvate, aveți opțiunea de a schimba " -"*Acord de închiriere* implicit din meniul dropdown. Puteți alege orice " -"document deja încărcat în aplicația *Semn*, sau încărcați unul nou în " -"aplicația *Semn* apăsând pe *Încărcați șablonul*." -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -"Pentru a solicita o semnătură a clienților, selectați o comandă de " -"închiriere confirmată, apăsați pe *Semnați documentele*, alegeți șablonul de" -" document și apăsați din nou pe *Semnați documentele* în fereastra " -"următoare, selectați clientul dumneavoastră și apăsați pe *Semnați acum* " -"pentru a începe procesul de semnare cu clientul dumneavoastră. După ce " -"documentul este completat, apăsați pe *Validați și trimiteți documentul " -"completat*." -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "`Tutoriale Odoo: Semnare `_" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" -msgstr "Primire și returnare bon" - -#: ../../content/applications/sales/rental.rst:96 -msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:252 +msgid "" +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" -"Puteți imprima și oferi clienților bonuri de primire și/sau returnare a " -"produselor. Pentru a face acest lucru, deschideți orice comandă de " -"închiriere, apăsați pe *Imprimare* și selectați *Primire și returnare bon*. " -"Odoo generează apoi un PDF care detaliază toate informațiile despre starea " -"curentă a elementelor închiriate: care au fost ridicate, când se așteaptă să" -" fie returnate, care au fost returnate și potențiale costuri de întârziere a" -" închirierii." #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" -msgstr "Imprimarea unui bon de primire și returnare în Odoo Închirieri" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." +msgstr "" #: ../../content/applications/sales/sales.rst:10 msgid "" @@ -7864,341 +8270,339 @@ msgid "Amazon Connector" msgstr "Conector Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" -msgstr "Caracteristici Conector Amazon" +msgid "Amazon Connector features" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" -"**Conectorul Amazon** sincronizează comenzile între Amazon și baza de date " -"Odoo, care reduce considerabil cantitatea de timp petrecut pe tabloul de " -"bord Amazon Vânzător, făcând rutina zilnică mult mai ușoară." #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" -msgstr "Caracteristici suportate" +msgid "Supported features" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" -msgstr "Conectorul este capabil să:" +msgid "The Amazon Connector is able to:" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" -"Sincronizeze (Amazon la Odoo) toate comenzile confirmate (atât FBA cât și " -"FBM) și elementele lor de comandă care includ:" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" -msgstr "numele produsului, descrierea și cantitatea" +msgid "product name, description, and quantity" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" -msgstr "costuri de transport pentru produs" +msgid "shipping costs for the product" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" -msgstr "taxele de ambalare cadou" +msgid "gift wrapping charges" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -"Creați în Odoo orice partener lipsă legat de o comandă (tipuri de contacte " -"acceptate: contact și livrare)." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -"Notificați Amazon de o livrare confirmată în Odoo (FBM) pentru a primi " -"plata." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "Suportă mai multe conturi de vânzător." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "Suportă mai multe piețe pe contul de vânzător." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "Fulfilled By Amazon (FBA)" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "Fulfilled By Merchant (FBM)" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "**Comenzi**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" -msgstr "Sincronizați comenzile expediate și anulate" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "Sincronizați comenzile neexpediate și anulate" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize unshipped and canceled orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "**Shipping**" msgstr "**Transport**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "Taxe" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "Livrare creată" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "**Gift Wrapping**" msgstr "**Ambalare cadou**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "Manipulat de Amazon" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" -msgstr "Taxe de ambalare cadou" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" -msgstr "Mesaj cadou" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "**Gestionarea stocului**" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "O singură mișcare de stoc creată pentru fiecare element de comandă" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "Manipulat de livrare" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "**Confirmare**" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "Notificați Amazon la confirmarea livrării" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -"Conectorul este conceput pentru a sincroniza datele comenzilor, așa cum este" -" prezentat mai sus. Alte acțiuni, cum ar fi descărcarea rapoartelor lunare " -"de taxe, gestionarea disputelor sau emiterea de rambursări trebuie " -"gestionate din Amazon Seller Central, de obicei." -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" -msgstr "Piețe acceptate" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" -"Conectorul Amazon acceptă toate piețele actuale. Dacă o piață nu este " -"listată în piețele dvs. Amazon, puteți :ref:`adauga o nouă piață " -"`." #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr ":doc:`setup`" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr ":doc:`manage`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" -msgstr "Gestionați comenzile Amazon în Odoo" +msgid "Amazon order management" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" -msgstr "Sincronizarea comenzilor" +msgid "Order synchronization" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" -"Comenzile sunt preluate automat de la Amazon și sincronizate în Odoo la " -"intervale regulate. Sincronizarea se bazează pe starea Amazon: numai " -"comenzile ale căror stare a fost modificată de la ultima sincronizare sunt " -"preluate de la Amazon. Pentru **FBA** (Fulfilled by Amazon), numai " -"**Livrate** și **Anulate** comenzi sunt preluate. Pentru **FBM** (Fulfilled " -"by Merchant), același lucru este făcut pentru **Neexpediate** și **Anulate**" -" comenzi. Pentru fiecare comandă sincronizată, o comandă de vânzări și un " -"client sunt create în Odoo dacă nu sunt încă înregistrate." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -"Când o comandă este anulată în Amazon și a fost deja sincronizată în Odoo, " -"comanda de vânzări corespunzătoare este anulată automat în Odoo." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -"Pentru a forța sincronizarea unei comenzi a cărei stare nu s-a schimbat de " -"la ultima sincronizare, activați :ref:`modul dezvoltator `, " -"navigați la contul dvs. Amazon și modificați data din :menuselection:`Orders" -" Follow-up --> Last Order Sync`. Alegeți o dată anterioră ultimei modificări" -" a stării comenzii pe care doriți să o sincronizați și salvați." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" -"Pentru a sincroniza imediat comenzile contului dvs. Amazon, comutați la " -":ref:`modul dezvoltator `, mergeți la contul dvs. Amazon și " -"faceți clic pe **SYNC ORDERS**. Același lucru se poate face cu expedierile " -"prin clic pe **SYNC PICKINGS**." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "Gestionați livrările în FBM" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" -"Când o comandă **FBM** (Fulfilled by Merchant) este sincronizată în Odoo, o " -"livrare este creată împreună cu comanda de vânzări și clientul. Puteți livra" -" fie toate produsele comandate clientului o dată sau livra produse parțial " -"prin utilizarea restanțelor." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" -"Când o livrare legată de comandă este confirmată, o notificare este trimisă " -"Amazon care, la rândul său, va notifica clientul că comanda (sau o parte din" -" ea) este pe drum." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" -"Amazon necesită să furnizați o referință de urmărire pentru fiecare livrare." -" Trebuie să atribuiți un transportator. Dacă transportatorul nu furnizează " -"automat o referință de urmărire, va trebui să o setați manual. Acest lucru " -"se aplică tuturor piețelor." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" -"Dacă transportatorul ales nu este unul acceptat de Odoo, totuși puteți crea " -"un transportator purtând numele său (de exemplu, creați un transportator " -"numit `Colissimo`). Acest nume nu este sensibil la majuscule, dar aveți " -"grijă la greșelile de tipar, deoarece Amazon nu le va recunoaște." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." -msgstr "" -"Creați un transportator de livrare numit `Self Delivery` pentru a informa " -"Amazon că faceți propriile livrări. Totuși, trebuie să introduceți o " -"referință" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" -"Rețineți că clientul este notificat prin e-mail despre livrare, iar " -"transportatorul și referința de urmărire sunt afișate în e-mailul " -"clientului." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -8211,152 +8615,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "Urmăriți livrările în FBA" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -"Când o comandă **FBA** (Fulfilled by Amazon) este sincronizată în Odoo, o " -"mișcare de stoc este înregistrată pentru fiecare element al comenzii de " -"vânzări astfel încât să fie salvată în sistemul dvs. Managerii de stoc pot " -"găsi astfel de mișcări în :menuselection:`Inventory --> Reporting --> " -"Product Moves`. Ei ridică produse într-o locație de inventar specifică " -"numită **Amazon**. Această locație reprezintă stocul dvs. în depozitele " -"Amazon și vă permite să gestionați stocul produselor dvs. în cadrul " -"programului FBA." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -"Pentru a urmări stocul dvs. Amazon (FBA) în Odoo, puteți face o ajustare de " -"inventar după reîncărcare. De asemenea, puteți declanșa o reîncărcare " -"automată din regulile de reînnoire a locației Amazon." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." -msgstr "" -"Locația Amazon este configurabilă din contul Amazon gestionat în Odoo. Toate" -" conturile aceleiași companii folosesc aceeași locație în mod implicit. Cu " -"toate acestea, este posibil să urmăriți stocul pe fiecare piață. În primul " -"rând, eliminați piața pentru care doriți să urmăriți stocul separat din " -"lista piețelor sincronizate. Apoi, creați o altă înregistrare pentru acest " -"cont și eliminați toate piețele, cu excepția uneia pentru a fi izolate de " -"celelalte. În cele din urmă, atribuiți o altă locație de stoc celei de-a " -"doua înregistrări din contul dvs." - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "Emiteți facturi și înregistrați încasări" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" -msgstr "Urmăriți vânzările dvs. Amazon în raportarea vânzărilor" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -"Deoarece o echipă de vânzări este setată pe contul dvs. în fila **Urmărire " -"comenzi**, acest lucru vă ajută să aruncați o privire rapidă la cifre din " -"doar câteva clicuri în raportarea vânzărilor. În mod implicit, echipa de " -"vânzări a contului dvs. este partajată între toate conturile companiei dvs." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -"Dacă doriți, puteți schimba echipa de vânzări pe contul dvs. pentru a " -"efectua o raportare separată pentru vânzările acestui cont." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -"Este de asemenea posibil să doriți raportarea pe baza unui raport de pe o " -"piață similară. În primul rând, eliminați piața pe care doriți să o urmăriți" -" separat din lista piețelor sincronizate. Apoi, creați o altă înregistrare " -"pentru acest cont și eliminați toate piețele, cu excepția uneia pentru a " -"izola de celelalte. În cele din urmă, atribuiți o altă echipă de vânzări " -"uneia dintre cele două înregistrări ale contului dvs." -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr ":doc:`features`" @@ -8585,7 +9042,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "Activați :ref:`modul dezvoltator `." @@ -8640,180 +9096,1267 @@ msgstr "" msgid "eBay Connector" msgstr "Conector eBay" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "Cum să listați un produs?" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" -msgstr "Listare fără variantă" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 +msgid "" +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" -"Pentru a lista un produs, trebuie să verificați câmpul **folosește eBay** pe" -" formularul produsului. Fila eBay va fi disponibilă." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" -"Când câmpul **Utilizați cantitatea din stoc** este bifat, cantitatea setată " -"pe eBay va fi **cantitatea prognozată** din Odoo." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -"Câmpul **Șablon descriere** vă permite să utilizați șabloane pentru " -"listările dvs. Șablonul implicit utilizează doar câmpul **Descriere eBay** " -"al produsului. Puteți utiliza html în interiorul **Șablonului descriere** și" -" în **Descrierea eBay**." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -"Pentru a utiliza imagini în listarea dvs., trebuie să le adăugați ca " -"**Atașamente** pe șablonul produsului." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "Listare cu variante" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" -"Când **folosește eBay** este bifat pe un produs cu variante și cu **Preț " -"fix** ca **Tip listare**, formularul eBay este puțin diferit. În matricea de" -" variante, puteți alege care variantă va fi listată pe eBay, precum și seta " -"prețul și cantitatea pentru fiecare variantă." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" -msgstr "Listare cu elemente specifice" +msgid "Listing without variation" +msgstr "Listare fără variantă" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -"Pentru a adăuga elemente specifice, trebuie să creați un atribut de produs " -"cu o valoare în fila **Variante** pe formularul produsului." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" -msgstr "Identificatori produs" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "Listare cu variante" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "Listare cu elemente specifice" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" -"Identificatorii de produse, cum ar fi EAN, UPC, Brand sau MPN, sunt necesari" -" în majoritatea categoriilor de pe eBay. Modulul gestionează identificatorii" -" EAN și UPC cu câmpul **Barcode** al variantelor de produs. Dacă câmpul " -"**Barcode** este gol sau valoarea nu este validă, valorile EAN și UPC vor fi" -" setate ca 'Does not apply' (nu se aplică), conform recomandărilor eBay. " -"Valorile Brand și MPN funcționează ca specificații ale elementului și ar " -"trebui definite în fila **Variants** din formularul produsului. Dacă aceste " -"valori nu sunt setate, 'Does not apply' (nu se aplică) va fi folosit pentru " -"listarea de pe eBay." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" -msgstr "Cum să configurați eBay în Odoo?" +msgid "eBay connector setup" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" -msgstr "Creați token-uri eBay" +msgid "Overview" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" -"Pentru a crea token-urile, trebuie să creați un cont de dezvoltator pe " -"`portalul de dezvoltatori `_. Odată ce " -"sunteți autentificat, puteți crea **Sandbox Keys** și **Production Keys** " -"apăsând pe butoanele corespunzătoare." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." -msgstr "" -"După crearea cheilor, puteți obține token-ul utilizatorului. Pentru a face " -"astfel, apăsați pe link-ul **Get a User Token** din partea de jos a paginii." -" Completați formularul, conectați-vă cu contul dvs. eBay și veți obține " -"cheile și token-ul necesare pentru a configura modulul în Odoo." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" -msgstr "Configurați token-urile în Odoo?" +msgid "eBay - Odoo linked fields" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" -"Pentru a configura integrarea eBay, mergeți la :menuselection:`Vânzări --> " -"Configurare --> Setări`." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" msgstr "" -"În primul rând, alegeți dacă doriți să utilizați site-ul de producție sau " -"sandbox de pe eBay. Apoi completați câmpurile **Developer Key**, **Token**, " -"**App Key**, **Cert Key**. Aplicați modificările." + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" +msgstr "Subtitlu" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" -"Odată ce pagina este reîncărcată, trebuie să sincronizați informațiile de pe" -" eBay. Apăsați pe **Sync countries and currencies**, apoi puteți completa " -"toate celelalte câmpuri." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" -"Când toate câmpurile sunt completate, puteți sincroniza categoriile și " -"politiciile apăsând pe butoanele corespunzătoare." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "Durată" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "Țară" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "Jeton" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "Jeton de utilizator" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 msgid "Accept account deletion notifications" msgstr "Acceptați notificările de ștergere a contului" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -8825,195 +10368,183 @@ msgstr "" " a contului, toți partenerii eBay trebuie să confirme primirea cererii și să" " ia măsuri suplimentare dacă este necesar." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -"Odoo are un punct de notificare pentru a primi aceste notificări, pentru a " -"confirma primirea cererii și pentru a gestiona prima serie de acțiuni pentru" -" anonimizarea detaliilor contului în **Contacte** și pentru a elimina " -"accesul clientului la portal." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -"Asigurați-vă că ați configurat corect :ref:`abonarea la notificările de " -"ștergere a contului de pe piață ` deoarece eBay poate dezactiva temporar contul eBay asociat " -"până când abonamentul este finalizat." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "Obțineți detalii despre punctul de acces din Odoo" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -"Detaliile despre punctul de acces pot fi găsite în :menuselection:`Vânzări " -"--> Configurare --> Setări --> eBay`. Faceți clic pe *Generate Token* pentru" -" a obține **Token-ul de verificare**." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "Buton pentru a genera un token de verificare eBay în Odoo" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "Abonați-vă la notificările de ștergere a contului" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -"Conectați-vă la `portalul de dezvoltatori al eBay " -"`_ și accesați **Alerte și notificări**." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "Prezentare generală a tabloului de bord al Alertelor și notificărilor" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" "Pentru a vă abona la notificările de ștergere / închidere, eBay are nevoie " "de câteva detalii:" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -"O **adresă de e-mail** pentru a trimite notificări dacă punctul de acces nu " -"este accesibil." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" -msgstr "Detaliile **punctului de acces**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "URL-ul către punctul de acces de notificare a ștergerii contului Odoo" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "Un token de verificare" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "Câmpuri dedicate pentru introducerea detaliilor punctului de acces" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -"Puteți edita ultimele două câmpuri după ce câmpul adresei de e-mail este " -"completat." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "Verificați conectivitatea cu punctul de acces" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -"După configurarea detaliilor punctului de acces obținute în tabloul de bord " -"al eBay, luați în considerare posibilitatea de a testa conectivitatea " -"folosind butonul de **Trimite notificare de test**." -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -"Trebuie să primiți următorul mesaj de confirmare: \"O notificare de test a " -"fost trimisă cu succes!\"" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "Buton pentru a trimite o notificare de test" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "Utilizare metodă de sincronizare actualizată" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" -"Dacă aveți multe produse, API-ul eBay poate refuza unele apeluri de " -"sincronizare din cauza unei limite bazate pe timp pentru numărul de cereri " -"pe care eBay le impune." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" -"Pentru a rezolva această problemă, a fost dezvoltat un nou mecanism de " -"implementare; însă acest mecanism actualizat este dezactivat în mod implicit" -" pentru a evita rularea simultană a celor 2 sisteme în instalările " -"existente." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "Pentru a comuta la noul mecanism de sincronizare:" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "Mergeți la :menuselection:`Setări --> Tehnic --> Acțiuni programate`" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" -"Arhivați acțiunile de sincronizare vechi (ambele sunt denumite *Ebay: " -"actualizare stare produs*)" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" -"Activați acțiunile de sincronizare noi (*Ebay: obține comenzi noi* care " -"rulează la fiecare 15 minute în mod implicit și *Ebay: sincronizare stoc " -"(pentru sincronizarea 'obține comenzi noi')* care rulează o dată pe zi în " -"mod implicit)" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" -"Asigurați-vă că **Data următoarei execuții** pentru ambele acțiuni este în " -"viitorul apropiat" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" -"Începând cu data următoarei execuții, se va utiliza noul metoda în locul " -"vechiului." - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "Metoda de facturare" @@ -11929,12 +13460,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "Setări" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -13106,395 +14631,762 @@ msgid "Manage your products" msgstr "Gestionați produsele dvs." #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" -msgstr "Cum să importați produse cu categorii și variante" +msgid "Import products" +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -"Șabloanele de import sunt furnizate în **Instrumentul de import** a celor " -"mai comune date de importat (contacte, produse, declarații bancare, etc.). " -"Le puteți deschide cu orice software de tabele (Microsoft Office, " -"OpenOffice, Google Drive, etc.)." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "Cum să personalizați fișierul" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -"Eliminați coloanele de care nu aveți nevoie. Cu toate acestea, vă recomandăm" -" să nu eliminați coloana *ID* (vedeți de ce mai jos)." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -"Setați un ID unic pentru fiecare înregistrare extinzând secvența ID-ului." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" -"Nu modificați etichetele coloanelor pe care doriți să le importați. În caz " -"contrar, Odoo nu le va mai recunoaște, și va trebui să le mapați singuri în " -"ecranul de import." #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -"Nu ezitați să adăugați noi coloane, dar câmpurile trebuie să existe în Odoo." -" Dacă Odoo nu reușește să potrivească numele coloanei cu un câmp, puteți " -"să-l potriviți manual când importați prin parcurgerea unei liste de câmpuri " -"disponibile." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "De ce o coloană “ID”?" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -"ID-ul este un identificator unic pentru un element. Nu ezitați să utilizați " -"unul din software-ul dvs. anterior pentru a ușura trecerea la Odoo." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -"Setarea unui ID nu este obligatorie la import, dar ajută în multe cazuri:" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" -"Actualizarea importurilor: puteți importa același fișier de mai multe ori " -"fără a crea duplicate." - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." -msgstr "Importați câmpurile de relație (vedeți mai jos)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" -msgstr "Cum să importați câmpurile de relație" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -"Un obiect Odoo este întotdeauna legat de multe alte obiecte (de exemplu, un " -"produs este legat de categorii de produse, atribute, furnizori, etc.). " -"Pentru a importa aceste relații, trebuie să importați mai întâi " -"înregistrările la care obiectul este legat." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 -msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 +msgid "" +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "Variante de produs" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" -"Puteți face acest lucru folosind numele înregistrării legate sau ID-ul. ID-" -"ul este necesar atunci când două înregistrări au același nume. Într-un " -"astfel de caz, adăugați \" / ID\\la sfârșitul titlului coloanei (de exemplu," -" pentru atributele produsului: Atributele produsului / Atribut / ID)." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" -msgstr "Obțineți automat imagini de produs cu Google Images" +msgid "Product images with Google Images" +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -"Imaginile produsului sunt foarte utile în Odoo, de exemplu, pentru a găsi " -"rapid un produs sau pentru a verifica dacă ați scanat cel corect, dar poate " -"fi puțin mai dificil de configurat în special dacă aveți multe produse. " -"**Google Custom Search** permite găsirea automată a imaginilor pentru " -"produsul dvs., pe baza codului de bare, păstrând atenția dvs. pe ceea ce " -"contează în afacere." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" -"Această funcționalitate necesită configurarea atât în Google, cât și în " -"Odoo." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -"Cu un cont gratuit Google, puteți obține până la 100 de imagini gratuite pe " -"zi. Dacă trebuie de mai mult, va trebui să folosiți un cont plătit." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "Panoul de control Google API" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" "Go to the `Google Cloud Platform API & Services " "`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -"Accesați pagina `Google Cloud Platform API & Services " -"`_ pentru a genera credențialele API" -" Google Custom Search. Conectați-vă cu contul dvs. Google." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." msgstr "" -"Selectați sau creați un proiect API pentru a stoca credențialele. Dați-i un " -"nume explicit (de exemplu, Imagini Odoo)." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" -"În secțiunea credențiale, faceți clic pe **Create Credentials** și selectați" -" **API Keys**." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" -msgstr "Pagina API & Services pe Google Cloud Platform" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "Salvați **API Key**. Aveți nevoie de ea pentru următorul pas în Odoo!" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 -msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +msgid "API & Services page on Google Cloud Platform." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 +msgid "" +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" -"Folosiți bara de căutare pentru a căuta **Google Custom Search API** și " -"selectați-l." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" -msgstr "Bara de căutare conține \"Custom Search API\" pe Google Cloud Platform" +msgid "The API key created pop-up window that appears." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." -msgstr "Activați API-ul." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" -"\"Custom Search API\" tile cu butonul Enable evidențiat pe Google Cloud " -"Platform" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" -msgstr "Panoul de control Google Programmable Search" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" -"Accesați pagina `Google Programmable Search Engine " -"`_ și faceți clic pe **Get " -"Started**. Conectați-vă cu contul dvs. Google." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -"Pagina Google Programmable Search Engine cu butonul **Get Started** în partea dreapta sus\n" -"a paginii" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." -msgstr "" -"Completați limba și numele motorului de căutare. Dați-i un nume explicit (de" -" exemplu, Imagini Odoo)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" +msgstr "Panoul de control Google Programmable Search" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -"Google nu permite să creați un motor de căutare fără a fi introdus cel puțin" -" un site specific pentru căutare. Puteți introduce orice site web (de " -"exemplu www.google.com) pentru acest pas, vom îl elimina mai târziu." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -"Validați formularul făcând clic pe **Create**. Apoi, mergeți în modul de " -"editare al motorului de căutare pe care l-ați creat (făcând clic pe " -"**Control Panel** pe pagina de confirmare sau făcând clic pe numele " -"motorului de căutare pe pagina principală)." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -"În fila **basics**, asigurați-vă că activați **Image search**, " -"**SafeSearch** și **Search the entire web**." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" -"Odată ce **Search the entire web** este activat, puteți șterge site-ul care " -"l-ați introdus la pasul anterior." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -"Salvați **Search Engine Id**. Aveți nevoie de el pentru următorul pas în " -"Odoo!" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -"Accesați :menuselection:`Settings --> General Settings --> Integrations`, " -"activați **Google Images** și salvați." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -"Reveniți la :menuselection:`Settings --> General Settings--> Integrations`, " -"introduceți **API Key** și **Search Engine ID** în setările **Google " -"Images** și salvați din nou." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" -msgstr "Obțineți automat imaginile produsului dvs. în Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" -"Acțiunea de a obține automat imaginile produsului dvs. în Odoo apare în " -"orice Vizualizare listă a produselor sau variante de produs. Aici este un " -"ghid pas cu pas din aplicația Inventar." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -"Mergi la meniul Produse (:menuselection:`Products --> Products` sau " -":menuselection:`Products --> Product Variants`) din orice aplicație care " -"folosește produse, cum ar fi Inventar sau Vânzări." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." -msgstr "Pe vizualizarea listei, selectați produsele care necesită o imagine." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -"Doar primele 10.000 de produse sau variante de produs selectate vor fi " -"procesate." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" -"Doar produsele sau variantele de produs cu un cod de bare și fără o imagine " -"vor fi procesate." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" -"Dacă selectați un produs care are una sau mai multe variante din " -"vizualizarea Produse, toate variantele care se potrivesc criteriilor " -"anterioare vor fi procesate." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." -msgstr "" -"În meniul de acțiune, selectați **Get Pictures from Google Images** și " -"validați prin apăsarea butonului **Get picture**." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." -msgstr "Trebuie să vedeți imaginile care apar treptat." - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 -msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -"Doar primele 10 imagini sunt preluate imediat. Dacă ați selectat mai mult de" -" 10, restul vor fi preluate ca un job în fundal." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -"Job-ul din fundal procesează aproximativ 100 de imagini pe minut. Dacă " -"atingeți limita autorizată de Google (fie cu un plan gratuit sau plătit), " -"job-ul din fundal se va pune în așteptare pentru 24 de ore și va continua de" -" unde s-a oprit în ziua anterioară." -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 +msgid "" +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" @@ -13502,11 +15394,6 @@ msgstr "" "`Creați, modificați sau închideți contul dvs. de facturare Google Cloud " "`_" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "Variante de produs" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -14648,7 +16535,7 @@ msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`obțineți-semnătura-pentru-validare`" @@ -14779,7 +16666,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`obțineți-plata-pentru-validare`" @@ -14796,7 +16683,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -14827,7 +16714,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -14848,7 +16735,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -15674,41 +17561,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -15716,12 +17581,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -15730,37 +17600,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -15769,25 +17676,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -15795,19 +17698,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -15816,13 +17719,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -15830,24 +17733,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -15855,7 +17758,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -15866,7 +17769,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -15874,136 +17777,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "Utilizați șabloane de ofertă" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -16013,7 +17843,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -16024,6 +17854,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Abonamente" @@ -16342,25 +18193,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr "" @@ -17150,148 +19001,141 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" -msgstr "Reînnoiți un abonament" +msgid "Renew subscriptions" +msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -"Caracteristica cheie a modelului de afaceri bazat pe abonamente este natura " -"recurentă a plăților. În acest model, clienții plătesc o sumă recurentă în " -"schimbul accesului la un produs sau un serviciu." -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" -"Fiecare abonat experimentează acest proces de reînnoire lunar, anual sau " -"uneori mai mult, în funcție de durata contractului. Majoritatea companiilor " -"de abonamente aleg să automatizeze procesele de reînnoire, dar, în unele " -"cazuri, reînnoirea manuală a abonamentelor este încă opțiunea preferată." #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -"Cu **Odoo Abonamente**, puteți avea toate abonamentele dvs. într-o " -"aplicație, sugerați o reînnoire automată a abonamentelor clienților dvs. (ca" -" și una manuală) și, în final, filtrați toate abonamentele dvs. și le găsiți" -" ușor cele de reînnoit (cu ajutorul etichetei *De reînnoit*)." -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" -msgstr "Reînnoiți primul abonament" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" +msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" -msgstr "Reînnoiți abonamentul dvs. cu Odoo Abonamente" - -#: ../../content/applications/sales/subscriptions/renewals.rst:38 -msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -"Eticheta *De reînnoit* este bifată automat atunci când o plată eșuează. " -"Acest indicator apare de asemenea în portalul clienților. Pentru a-l " -"vizualiza, trebuie doar să faceți clic pe butonul *Previzualizare client*. " -"Eticheta *De reînnoit* apare în colțul din dreapta sus." -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "Previzualizare client a unei reînnoiri cu Odoo Abonamente" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" -"Când un abonament trebuie reînnoit, aveți posibilitatea de a utiliza un nou " -"buton numit *Ofertă de reînnoire*. Prin clic pe el, o nouă ofertă este " -"creată. De acolo, începeți un flux de vânzări de bază care vă permite să " -"trimiteți oferta prin e-mail clienților dvs. sau să o confirmați. Este mai " -"bun să trimiteți mai întâi oferta prin e-mail clienților dvs. pentru a " -"obține confirmarea lor și apoi să o *Confirmați* în **Odoo Vânzări**." - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" -"În Chatter-ul acestei noi oferte, este menționat că \"Această comandă de " -"reînnoire a fost creată din abonamentul anterior\". După confirmarea de " -"către clienții dvs., această ofertă devine o comandă de vânzări și o nouă " -"vânzare este menționată în colțul din dreapta sus al abonamentului." - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "Reînnoiți o ofertă cu Odoo Abonamente" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" -"Prin clic pe butonul *Vânzări*, aveți un rezumat al comenzilor dvs. de " -"vânzări într-o vizualizare listă. Singura diferență dintre ofertele dvs. " -"este descrierea de sub categoria *Managementul abonamentelor*. Acolo, puteți" -" vedea ușor care este reînnoirea dvs." - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "Reînnoirea ca formă de Management al abonamentelor în Odoo Abonamente" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "Vizualizați abonamentele dvs. de reînnoit" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." -msgstr "" -"În cele din urmă, dacă doriți să vizualizați toate abonamentele dvs. și să " -"le găsiți ușor cele de reînnoit, puteți merge la *Tabloul de bord al " -"abonamentelor* și utilizați filtrul *De reînnoit*." #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 +msgid "" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" -"Vizualizare listă a tuturor abonamentelor și utilizarea filtrului de " -"reînnoit în Odoo Abonamente" #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Reports" @@ -17562,154 +19406,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "Raport tablou de bord vânzător în Odoo Abonamente" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" -msgstr "Vânzare suplimentară pe un abonament" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" +msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" -"Abonamentele sunt recurente și continuă în mod neîntrerupt. Cu trecerea " -"timpului, clienții noștri pot dori să le modifice. Trebuie, de aceea, să " -"putem adapta prețurile sau să modificăm cantitățile de produse pentru a " -"acoperi nevoile lor. Pot apărea două situații:" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -"**Clienți loiali:** Acest tip de clienți deja au încredere în dvs. ca brand." -" De aceea, sunteți încrezător în ceea ce oferiți, deoarece continuă să " -"plătească pentru produsele și serviciile dvs. Prin urmare, este mai ușor să " -"le vindeți ceva suplimentar decât ar fi unui client nou." -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -"**Clienți noi:** Pentru acest tip de clienți, trebuie să veniți cu ceva nou," -" ceva atractiv. Ce ziceți de reduceri? De obicei, fiecare abonament se " -"încheie după un anumit timp. Făcând acest fel de oferte pentru clienții noi " -"îmbunătățiți relațiile cu ei și creșteți, de asemenea, retenția lor." -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." msgstr "" -"Ca și în cazul explicat anterior, pentru a vinde suplimentar un abonament " -"clienților noi, este recomandat să oferiți *Reduceri*. Pentru a activa " -"această opțiune, mergeți la :menuselection:`Vânzări --> Configurație --> " -"Setări` și, în categoria *Prețuri*, aveți posibilitatea de a acorda reduceri" -" pe linii de comandă de vânzări." -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" -msgstr "Activarea opțiunii de reducere în Odoo Vânzări" +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "Vinde suplimentar pe primul abonament" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" -msgstr "Vinde suplimentar pe abonament cu Odoo Abonamente" - -#: ../../content/applications/sales/subscriptions/upselling.rst:48 -msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +msgid "Activation of the discount option in Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:41 +msgid "" +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst-1 +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:63 +msgid "" +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" -"Prin utilizarea butonului inteligent *Vinde suplimentar*, puteți crea o nouă" -" ofertă cu produse abonament noi și să o trimiteți clienților pentru " -"aprobare." #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -"Adăugați produse la abonamentul dvs. prin intermediul opțiunii de vânzare " -"suplimentară în Odoo Abonamente" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -"Când oferta este confirmată de clienții dvs., produsele sunt adăugate la " -"abonamentul inițial. Prețurile ofertei sunt, apoi, raportate la timpul rămas" -" din perioada de facturare curentă." -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" -"Cu siguranță, înainte de a trimite această nouă ofertă clienților dvs., " -"puteți schimba prețul unitar, taxele și, chiar și reducerea pe care doriți " -"să o oferiți. Butonul inteligent *Previzualizare client* este util pentru a " -"anticipa reacția clienților. În acest caz, putem spune cu încredere că " -"clientul va *Semna și plăti* această nouă ofertă. Când este gata, trebuie să" -" reveniți în modul de editare, să confirmați oferta și să faceți clic pe " -"butonul inteligent *Abonamente* pentru a vizualiza toate actualizările. De " -"acolo, puteți vedea că o linie suplimentară a fost adăugată la abonament cu " -"serviciul suplimentar pe care clientul dvs. dorește să-l cumpere." #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "Vizualizați toate actualizările abonamentelor dvs. cu Odoo Abonamente" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" -"În completare, făcând clic pe butonul *Vânzări*, aveți un rezumat al " -"comenzilor de vânzări într-o vizualizare listă." - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "" -"Vizualizare listă a tuturor comenzilor de vânzare create pentru un abonament" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." -msgstr "" -"Singura diferență dintre cele două comenzi de vânzare este descrierea de sub" -" categoria *Management abonament*. Acolo, puteți vizualiza ușor care este " -"vânzarea suplimentară." diff --git a/locale/ro/LC_MESSAGES/websites.po b/locale/ro/LC_MESSAGES/websites.po index 18ff1ec65..8d4af7df9 100644 --- a/locale/ro/LC_MESSAGES/websites.po +++ b/locale/ro/LC_MESSAGES/websites.po @@ -12,16 +12,16 @@ # Foldi Robert , 2023 # Hongu Cosmin , 2023 # Dorin Hongu , 2023 -# Martin Trigaux, 2023 +# Martin Trigaux, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Martin Trigaux, 2023\n" +"Last-Translator: Martin Trigaux, 2024\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -33,6 +33,278 @@ msgstr "" msgid "Websites" msgstr "Site-uri web" +#: ../../content/applications/websites/blog.rst:3 +msgid "Blog" +msgstr "Blog" + +#: ../../content/applications/websites/blog.rst:5 +msgid "" +"**Odoo Blog** allows you to create and manage blog posts on your website to " +"engage your audience and build a community." +msgstr "" + +#: ../../content/applications/websites/blog.rst:9 +msgid "" +"If the Blog module is not yet installed, click :guilabel:`+New` on the " +"website builder, select :guilabel:`Blog Post`, and click " +":guilabel:`Install`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:13 +msgid "Creating a blog" +msgstr "" + +#: ../../content/applications/websites/blog.rst:15 +msgid "" +"To create or edit a blog, go to :menuselection:`Website --> Configuration " +"--> Blogs: Blogs`. Click :guilabel:`New`, and enter the :guilabel:`Blog " +"Name` and the :guilabel:`Blog Subtitle`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:18 +msgid "" +"The :guilabel:`Blog` menu item is added to your website's menu the first " +"time you create a blog and gathers all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:22 +msgid "Adding a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:24 +msgid "" +"Go to your website, click :guilabel:`+New` in the top-right corner, and " +"select :guilabel:`Blog Post`. In the pop-up, **select the blog** where the " +"post should appear, write the post's :guilabel:`Title`, and " +":guilabel:`Save`. You can then write the post's content and customize the " +"page using the website builder." +msgstr "" + +#: ../../content/applications/websites/blog.rst:30 +msgid "" +"Illustrate your articles with copyright-free images from :doc:`Unsplash " +"`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:32 +msgid "Type `/` in the text editor to format and add elements to your text." +msgstr "" + +#: ../../content/applications/websites/blog.rst:35 +msgid "" +"Don't forget to toggle the :guilabel:`Unpublished` switch in the top-right " +"corner to publish your post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:39 +msgid "Using tags" +msgstr "" + +#: ../../content/applications/websites/blog.rst:41 +msgid "" +"Tags let visitors filter all posts sharing the same tag. By default, they " +"are displayed at the bottom of posts, but can also be displayed on the " +"blog's main page. To do so, click :menuselection:`Edit --> Customize` and " +"enable the :guilabel:`Sidebar`. By default, the sidebar's :guilabel:`Tags " +"List` is enabled." +msgstr "" + +#: ../../content/applications/websites/blog.rst:46 +msgid "" +"To create a tag, go to :menuselection:`Website --> Configuration --> Blogs: " +"Tags` and click :guilabel:`New`. Fill in the:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:49 +msgid ":guilabel:`Name`" +msgstr "" + +#: ../../content/applications/websites/blog.rst:50 +msgid "" +":guilabel:`Category`: tag categories let you group tags displayed on the " +"sidebar by theme." +msgstr "" + +#: ../../content/applications/websites/blog.rst:51 +msgid "" +":guilabel:`Used in`: to apply the tag to existing blog posts, click " +":guilabel:`Add a line`, select the posts, and click :guilabel:`Select`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:54 +msgid "" +"You can add and create tags directly from posts by clicking " +":menuselection:`Edit --> Customize` and select the post's cover. Under " +":guilabel:`Tags`, click :guilabel:`Choose a record...`, and select or create" +" a tag." +msgstr "" + +#: ../../content/applications/websites/blog.rst-1 +msgid "Adding a tag to a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:62 +msgid "" +"To manage tag categories, go to :menuselection:`Website --> Configuration " +"--> Blogs: Tag Categories`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:66 +msgid "Customizing blog homepages" +msgstr "" + +#: ../../content/applications/websites/blog.rst:68 +msgid "" +"Customize the content of blog homepages by opening a blog homepage and " +"clicking :menuselection:`Edit --> Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:72 +msgid "Settings apply to **all** blogs homepages." +msgstr "" + +#: ../../content/applications/websites/blog.rst:74 +msgid "" +":guilabel:`Top Banner`: :guilabel:`Name/Latest Post` displays the title of " +"the latest post on the top banner, while :guilabel:`Drop Zone for Building " +"Blocks` removes the top banner and lets you use any building block instead." +msgstr "" + +#: ../../content/applications/websites/blog.rst:78 +msgid "" +":guilabel:`Layout`: organizes posts as a :guilabel:`Grid` or " +":guilabel:`List`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:80 +msgid ":guilabel:`Cards`: adds a *card* effect." +msgstr "" + +#: ../../content/applications/websites/blog.rst:81 +msgid ":guilabel:`Increase Readability`: improves the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:83 +msgid "" +":guilabel:`Sidebar`: displays a sidebar containing an :guilabel:`About us` " +"section." +msgstr "" + +#: ../../content/applications/websites/blog.rst:85 +msgid "" +":guilabel:`Archives`: allows visitors to select a month and filter all posts" +" created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:87 +msgid "" +":guilabel:`Follow Us`: displays links to your social media networks. They " +"can be configured using the Social Media building block somewhere on your " +"website." +msgstr "" + +#: ../../content/applications/websites/blog.rst:89 +msgid "" +":guilabel:`Tags List`: displays all tags related to a blog. Visitors can " +"select a tag to filter all related posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:92 +msgid "" +":guilabel:`Posts List`: :guilabel:`Cover` displays the posts' images, and " +":guilabel:`No Cover` hides them." +msgstr "" + +#: ../../content/applications/websites/blog.rst:95 +msgid ":guilabel:`Author`: displays the posts' authors." +msgstr "" + +#: ../../content/applications/websites/blog.rst:96 +msgid "" +":guilabel:`Comments/Views Stats`: displays the posts' number of comments and" +" views." +msgstr "" + +#: ../../content/applications/websites/blog.rst:97 +msgid "" +":guilabel:`Teaser & Tags`: displays the posts' first sentences and tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:100 +msgid "Customizing blog posts" +msgstr "" + +#: ../../content/applications/websites/blog.rst:102 +msgid "" +"Customize posts by opening a blog post and clicking :menuselection:`Edit -->" +" Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:105 +msgid "Settings apply to **all** posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:107 +msgid "" +":guilabel:`Layout`: :guilabel:`Title Inside Cover` displays the title inside" +" the cover image, and :guilabel:`Title above Cover` displays it above." +msgstr "" + +#: ../../content/applications/websites/blog.rst:110 +msgid ":guilabel:`Increase Readability`: increases the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:112 +msgid "" +":guilabel:`Sidebar`: displays the :guilabel:`Sidebar` and additional " +"options:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:114 +msgid "" +":guilabel:`Archive`: allows visitors to select a month and filter all posts " +"created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:116 +msgid ":guilabel:`Author`: displays the post's author and creation date." +msgstr "" + +#: ../../content/applications/websites/blog.rst:117 +msgid ":guilabel:`Blog List`: displays links to all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:118 +msgid "" +":guilabel:`Share Links`: displays share buttons to several social networks." +msgstr "" + +#: ../../content/applications/websites/blog.rst:119 +msgid ":guilabel:`Tags`: displays the post's tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:121 +msgid ":guilabel:`Breadcrumb`: displays the path to the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:123 +msgid "" +":guilabel:`Bottom`: :guilabel:`Next Article` displays the next post at the " +"bottom, and :guilabel:`Comments` enable visitors to comment on the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:126 +msgid "" +":guilabel:`Select To Tweet`: visitors are offered to tweet the text they " +"select." +msgstr "" + +#: ../../content/applications/websites/blog.rst:129 +msgid "" +"Use :ref:`Plausible ` to keep track of the " +"traffic on your blog." +msgstr "" + #: ../../content/applications/websites/ecommerce.rst:8 msgid "eCommerce" msgstr "eCommerce" @@ -4148,22 +4420,21 @@ msgid "" "In order to track the geographical location of visitors, :guilabel:`GeoIP` " "must be installed on the database. While this feature is installed by " "default on *Odoo Online*, *On-Premise* databases will require additional " -":doc:`setup steps `." +":doc:`setup steps `." msgstr "" -#: ../../content/applications/websites/livechat.rst:191 +#: ../../content/applications/websites/livechat.rst:190 msgid "Widget" msgstr "Widget" -#: ../../content/applications/websites/livechat.rst:193 +#: ../../content/applications/websites/livechat.rst:192 msgid "" "The :guilabel:`Widget` tab on the live chat channel details form provides " "the shortcode for an embeddable website widget. This code can be added to a " "website to provide access to a live chat window." msgstr "" -#: ../../content/applications/websites/livechat.rst:197 +#: ../../content/applications/websites/livechat.rst:196 msgid "" "The live chat widget can be added to websites created through Odoo by " "navigating to the :menuselection:`Website --> Configuration --> Settings`. " @@ -4171,14 +4442,14 @@ msgid "" "add to the site. Click :guilabel:`Save` to apply." msgstr "" -#: ../../content/applications/websites/livechat.rst:201 +#: ../../content/applications/websites/livechat.rst:200 msgid "" "To add the widget to a website created on a third-party platform, click the " "first :guilabel:`COPY` button on the :guilabel:`Widget` tab and paste the " "code into the `` tag on the site." msgstr "" -#: ../../content/applications/websites/livechat.rst:204 +#: ../../content/applications/websites/livechat.rst:203 msgid "" "Likewise, to send a live chat session to a customer, click the second " ":guilabel:`COPY` button on the :guilabel:`Widget` tab. This link can be sent" @@ -4190,29 +4461,29 @@ msgstr "" msgid "View of the widget tab for Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat.rst:213 +#: ../../content/applications/websites/livechat.rst:212 msgid "Participate in a conversation" msgstr "" -#: ../../content/applications/websites/livechat.rst:215 +#: ../../content/applications/websites/livechat.rst:214 msgid "" "As explained above, *operators* are the users who will respond to live chat " "requests from customers. The information below outlines the necessary steps " "for operators participating in live chat conversations on an Odoo database." msgstr "" -#: ../../content/applications/websites/livechat.rst:220 +#: ../../content/applications/websites/livechat.rst:219 msgid "Set an online chat name" msgstr "" -#: ../../content/applications/websites/livechat.rst:222 +#: ../../content/applications/websites/livechat.rst:221 msgid "" "Before participating in a live chat, operators should update their *Online " "Chat Name*. This is the name that will be displayed to site visitors in the " "live chat conversation." msgstr "" -#: ../../content/applications/websites/livechat.rst:225 +#: ../../content/applications/websites/livechat.rst:224 msgid "" "To update the :guilabel:`Online Chat Name`, click on the user name in the " "upper-right corner of any page in the database. Select :guilabel:`My " @@ -4225,13 +4496,13 @@ msgstr "" msgid "View of the My Profile option in Odoo." msgstr "" -#: ../../content/applications/websites/livechat.rst:234 +#: ../../content/applications/websites/livechat.rst:233 msgid "" "If a users :guilabel:`Online Chat Name` is not set, the name displayed will " "default to the :guilabel:`User Name`." msgstr "" -#: ../../content/applications/websites/livechat.rst:238 +#: ../../content/applications/websites/livechat.rst:237 msgid "" "A user has their full name as their :guilabel:`User Name`, but they do not " "want to include their last name in a live chat conversation. They would then" @@ -4242,18 +4513,18 @@ msgstr "" msgid "View of user profile in Odoo, emphasizing the Online Chat name field." msgstr "" -#: ../../content/applications/websites/livechat.rst:247 +#: ../../content/applications/websites/livechat.rst:246 msgid "Join or leave a channel" msgstr "" -#: ../../content/applications/websites/livechat.rst:249 +#: ../../content/applications/websites/livechat.rst:248 msgid "" "To join a live chat channel, go to the :menuselection:`Live Chat` app and " "click the :guilabel:`JOIN` button on the kanban card for the appropriate " "channel." msgstr "" -#: ../../content/applications/websites/livechat.rst:252 +#: ../../content/applications/websites/livechat.rst:251 msgid "" "Any channel where the user is currently active will show a :guilabel:`LEAVE`" " button. Click this button to disconnect from the channel." @@ -4264,18 +4535,18 @@ msgid "" "View of a channel form and the option to join a channel for Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat.rst:260 +#: ../../content/applications/websites/livechat.rst:259 msgid "" "*Operators* that do not show any activity in Odoo for more than thirty " "minutes will be considered disconnected, and subsequently removed from the " "channel." msgstr "" -#: ../../content/applications/websites/livechat.rst:264 +#: ../../content/applications/websites/livechat.rst:263 msgid "Manage live chat requests" msgstr "" -#: ../../content/applications/websites/livechat.rst:266 +#: ../../content/applications/websites/livechat.rst:265 msgid "" "When an operator is active in a channel, chat windows will open in the " "bottom right corner of the screen, no matter where they are in the database." @@ -4283,7 +4554,7 @@ msgid "" "location." msgstr "" -#: ../../content/applications/websites/livechat.rst:271 +#: ../../content/applications/websites/livechat.rst:270 msgid "" "Conversations can also be accessed by clicking the :guilabel:`Conversations`" " icon in the menu bar." @@ -4293,7 +4564,7 @@ msgstr "" msgid "View of the menu bar in Odoo emphasizing the conversations icon." msgstr "" -#: ../../content/applications/websites/livechat.rst:278 +#: ../../content/applications/websites/livechat.rst:277 msgid "" "Live chat conversations can also be viewed by navigating to " ":menuselection:`Dashboard --> Discuss`. New conversations will appear in " @@ -4306,20 +4577,20 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/websites/livechat.rst:285 +#: ../../content/applications/websites/livechat.rst:284 msgid "" "Click on a conversation in the left panel to select it. This will open the " "conversation. From this view, an operator can participate in the chat the " "same as they would in the normal chat window." msgstr "" -#: ../../content/applications/websites/livechat.rst:289 +#: ../../content/applications/websites/livechat.rst:288 msgid "" ":doc:`Get Started with Discuss " "`" msgstr "" -#: ../../content/applications/websites/livechat.rst:290 +#: ../../content/applications/websites/livechat.rst:289 msgid ":doc:`/applications/websites/livechat/responses`" msgstr "" @@ -5358,6 +5629,123 @@ msgstr "" "construiți site-uri web frumoase care să transforme vizitatorii în lead-uri " "sau venituri." +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:3 +msgid "Address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:5 +msgid "" +"You can use the Google Places API on your website to ensure that your users'" +" delivery addresses exist and are understood by the carrier. The Google " +"Places API allows developers to access detailed information about places " +"using HTTP requests. The autocompletion predicts a list of places when the " +"user starts typing the address." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Address autocomplete example" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:13 +msgid "" +"`Google Maps Platform `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:14 +msgid "" +"`Google Developers Documentation: Google Places API " +"`_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:18 +msgid "" +"To do so, go to :menuselection:`Website --> Configuration --> Settings` and " +"enable :guilabel:`Address Autocomplete` in the :guilabel:`SEO` section." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Enable address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:24 +msgid "" +"Insert your :guilabel:`Google Places API key` in the :guilabel:`API Key` " +"field. If you don't have one, create yours on the `Google Cloud Console " +"`_ and follow these steps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:28 +msgid "Step 1: Enable the Google Places API" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:30 +msgid "**Create a New Project:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:32 +msgid "" +"To enable the **Google Places API**, you first need to create a project. To " +"do so, click :guilabel:`Select a project` in the top left corner, " +":guilabel:`New Project`, and follow the prompts to set up your project." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:34 +msgid "**Enable the Google Places API:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:36 +msgid "" +"Go to the :guilabel:`Enabled APIs & Services` and click :guilabel:`+ ENABLE " +"APIS AND SERVICES.` Search for :guilabel:`\"Places API\"` and select it. " +"Click on the :guilabel:`\"Enable\"` button." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:39 +msgid "" +"Google's pricing depends on the number of requests and their complexity." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:42 +msgid "Step 2: Create API Credentials" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:44 +msgid "" +"Go to `APIs & Services --> Credentials " +"`_." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:46 +msgid "**Create credentials:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:48 +msgid "" +"To create your credentials, go to :guilabel:`Credentials`, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:50 +msgid "Restrict the API Key (Optional)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:52 +msgid "" +"For security purposes, you can restrict the usage of your API key. You can " +"go to the :guilabel:`API restrictions` section to specify which APIs your " +"key can access. For the Google Places API, you can restrict it to only allow" +" requests from specific websites or apps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:57 +msgid "Save Your API Key: Copy your API key and securely store it." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:58 +msgid "Do not share it publicly or expose it in client-side code." +msgstr "" + #: ../../content/applications/websites/website/configuration/cookies_bar.rst:3 msgid "Cookies bar" msgstr "" @@ -5780,103 +6168,6 @@ msgid "" "and select :guilabel:`Group by --> Website`." msgstr "" -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:3 -msgid "Geo IP Installation (On-Premises Database)" -msgstr "Instalare Geo IP (Baza de date On-Premises)" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:6 -msgid "Installation" -msgstr "Instalare" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:8 -msgid "" -"Download both the GeoLite2 City and Country `databases " -"`_. You should end up with " -"two files called :file:`GeoLite2-City.mmdb` and " -":file:`GeoLite2-Country.mmdb`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:12 -msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:19 -msgid "Restart the server" -msgstr "Reporniți serverul" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:22 -msgid "" -"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," -" use the :option:`--geoip-city-db ` and " -":option:`--geoip-country-db ` options of the " -"Odoo command line interface. These options take the absolute path to the " -"GeoIP database file and use it as the GeoIP database. For example:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:33 -msgid ":doc:`CLI documentation `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:36 -msgid "Test GeoIP Geolocation In Odoo Website" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:38 -msgid "" -"Edit a web page to include some geo-ip information such as the country name " -"of the current request IP address. To do so:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:41 -msgid "Go to your website. Open the web page that you want to test ``GeoIP``." -msgstr "" -"Accesați site-ul dvs. Deschideți pagina web pe care doriți să o testați " -"``GeoIP``." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:42 -msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." -msgstr "Alegeti :menuselection:`Customize --> HTML/CSS/JS Editor`." - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:43 -msgid "Add the following piece of XML in the page :" -msgstr "Adăugați următoarea secvență de XML în pagina:" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:49 -msgid "Save and refresh the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:51 -msgid "" -"Geo-ip is working if you read your country name displayed in bold in the " -"middle of the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:53 -msgid "" -"In case you read \"**geoip failure**\" instead then the geolocalization " -"failed. The common causes are:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:55 -msgid "" -"The browsing IP address is the localhost (``127.0.0.1``) or a local area " -"network one. If you don't know, you can access your website using mobile " -"data." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:57 -msgid "" -"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " -"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:59 -msgid "" -"The GeoIP database is corrupt, missing or unaccessible. In such case a " -"warning was logged in the server logs." -msgstr "" - #: ../../content/applications/websites/website/configuration/spam_protection.rst:3 msgid "Forms spam protection" msgstr "" diff --git a/locale/sl/LC_MESSAGES/administration.po b/locale/sl/LC_MESSAGES/administration.po index d36ad9883..f3a8ed6e4 100644 --- a/locale/sl/LC_MESSAGES/administration.po +++ b/locale/sl/LC_MESSAGES/administration.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" "Last-Translator: Katja Deržič, 2024\n" "Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n" @@ -1362,6 +1362,105 @@ msgid "" "messages `." msgstr "" +#: ../../content/administration/install/geo_ip.rst:3 +msgid "Geo IP" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:6 +msgid "This documentation only applies to On-premise databases." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:9 +msgid "Installation" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:11 +msgid "" +"Download both the GeoLite2 City and Country `databases " +"`_. You should end up with " +"two files called :file:`GeoLite2-City.mmdb` and " +":file:`GeoLite2-Country.mmdb`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:15 +msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:22 +msgid "Restart the server" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:25 +msgid "" +"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," +" use the :option:`--geoip-city-db ` and " +":option:`--geoip-country-db ` options of the " +"Odoo command line interface. These options take the absolute path to the " +"GeoIP database file and use it as the GeoIP database. For example:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:36 +msgid ":doc:`CLI documentation `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:39 +msgid "Test GeoIP geolocation in your Odoo website" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:41 +msgid "" +"Edit a web page to include some geo-ip information such as the country name " +"of the current request IP address. To do so:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:44 +msgid "Go to your website. Open the web page that you want to test ``GeoIP``." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:45 +msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:46 +msgid "Add the following piece of XML in the page :" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:52 +msgid "Save and refresh the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:54 +msgid "" +"Geo-ip is working if you read your country name displayed in bold in the " +"middle of the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:56 +msgid "" +"In case you read \"**geoip failure**\" instead then the geolocalization " +"failed. The common causes are:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:58 +msgid "" +"The browsing IP address is the localhost (``127.0.0.1``) or a local area " +"network one. If you don't know, you can access your website using mobile " +"data." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:60 +msgid "" +"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " +"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:62 +msgid "" +"The GeoIP database is corrupt, missing or unaccessible. In such case a " +"warning was logged in the server logs." +msgstr "" + #: ../../content/administration/install/online.rst:3 msgid "Online" msgstr "Spletno" @@ -1387,8 +1486,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 #: ../../content/administration/maintain/supported_versions.rst:29 -#: ../../content/administration/upgrade.rst:92 -#: ../../content/administration/upgrade.rst:309 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "" @@ -2932,8 +3031,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:250 #: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade.rst:122 -#: ../../content/administration/upgrade.rst:320 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "" @@ -8514,64 +8613,68 @@ msgstr "" #: ../../content/administration/upgrade.rst:42 msgid "" -"If your database contains a **custom module**, you must first upgrade its " -"source code to be compatible with the new version of Odoo **before " -"upgrading**." +"If your database contains custom modules, it cannot be upgraded until a " +"version of your custom modules is available for the target version of Odoo. " +"For customers maintaining their own custom modules, we recommend to " +"parallelize the process by :ref:`requesting an upgraded database " +"` while also :doc:`upgrading the source code " +"of your custom modules `." msgstr "" -#: ../../content/administration/upgrade.rst:49 +#: ../../content/administration/upgrade.rst:50 msgid "Upgrading in a nutshell" msgstr "" -#: ../../content/administration/upgrade.rst:51 +#: ../../content/administration/upgrade.rst:52 msgid "" "Request an upgraded test database (see :ref:`obtaining an upgraded test " "database `)." msgstr "" -#: ../../content/administration/upgrade.rst:54 +#: ../../content/administration/upgrade.rst:55 +msgid "" +"If applicable, upgrade the source code of your custom module to be " +"compatible with the new version of Odoo (see " +":doc:`/developer/howtos/upgrade_custom_db`)." +msgstr "" + +#: ../../content/administration/upgrade.rst:58 msgid "" "Thoroughly test the upgraded database (see :ref:`testing the new version of " "the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:57 +#: ../../content/administration/upgrade.rst:61 msgid "" "Report any issue encountered during the testing to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:60 -msgid "" -"(If applicable) : upgrade the source code of your custom module to be " -"compatible with the new version of Odoo." -msgstr "" - -#: ../../content/administration/upgrade.rst:63 +#: ../../content/administration/upgrade.rst:64 msgid "" "Once all issues are resolved and you are confident that the upgraded " "database can be used as your main database without any issues, plan the " "upgrade of your production database." msgstr "" -#: ../../content/administration/upgrade.rst:66 +#: ../../content/administration/upgrade.rst:67 msgid "" "Request the upgrade for the production database, rendering it unavailable " "for the time it takes to complete the process (see :ref:`upgrading the " "production database `)." msgstr "" -#: ../../content/administration/upgrade.rst:69 +#: ../../content/administration/upgrade.rst:70 msgid "" "Report any issue encountered during the upgrade to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:78 +#: ../../content/administration/upgrade.rst:76 msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:78 msgid "" "The `Upgrade page `_ is the main platform for " "requesting an upgraded database. However, depending on the hosting type, you" @@ -8580,7 +8683,7 @@ msgid "" "`_." msgstr "" -#: ../../content/administration/upgrade.rst:86 +#: ../../content/administration/upgrade.rst:84 msgid "" "The Upgrade platform follows the same `Privacy Policy " "`_ as the other Odoo.com services. Visit the " @@ -8588,13 +8691,13 @@ msgid "" "learn more about how Odoo handles your data and privacy." msgstr "" -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:92 msgid "" "Odoo Online databases can be manually upgraded via the `database manager " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:97 +#: ../../content/administration/upgrade.rst:95 msgid "" "The database manager displays all databases associated with the user's " "account. Databases not on the most recent version of Odoo display an arrow " @@ -8606,23 +8709,23 @@ msgid "" "The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:104 +#: ../../content/administration/upgrade.rst:102 msgid "" "Click the **arrow in a circle** icon to start the upgrade process. In the " "popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:106 +#: ../../content/administration/upgrade.rst:104 msgid "" "The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:107 +#: ../../content/administration/upgrade.rst:105 msgid "" "The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:108 +#: ../../content/administration/upgrade.rst:106 msgid "" "The :guilabel:`Purpose` of the upgrade, which is automatically set to " ":guilabel:`Test` for your first upgrade request" @@ -8632,7 +8735,7 @@ msgstr "" msgid "The \"Upgrade your database\" popup." msgstr "" -#: ../../content/administration/upgrade.rst:114 +#: ../../content/administration/upgrade.rst:112 msgid "" "The :guilabel:`Upgrade in progress` tag is displayed next to the database " "name until completion. Once the process succeeds, an email containing a link" @@ -8645,7 +8748,7 @@ msgstr "" msgid "Clicking the menu arrow displays the upgraded test database." msgstr "" -#: ../../content/administration/upgrade.rst:124 +#: ../../content/administration/upgrade.rst:122 msgid "" "Odoo.sh is integrated with the upgrade platform to simplify the upgrade " "process." @@ -8655,13 +8758,13 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "" -#: ../../content/administration/upgrade.rst:129 +#: ../../content/administration/upgrade.rst:127 msgid "" "The **latest production daily automatic backup** is then sent to the " "`upgrade platform `_." msgstr "" -#: ../../content/administration/upgrade.rst:132 +#: ../../content/administration/upgrade.rst:130 msgid "" "Once the upgrade platform is done upgrading the backup and uploading it on " "the branch, it is put in a **special mode**: each time a **commit is " @@ -8672,7 +8775,7 @@ msgid "" "going to :file:`~/logs/upgrade.log`." msgstr "" -#: ../../content/administration/upgrade.rst:140 +#: ../../content/administration/upgrade.rst:138 msgid "" "In databases where custom modules are installed, their source code must be " "up-to-date with the target version of Odoo before the upgrade can be " @@ -8681,58 +8784,72 @@ msgid "" "platform, and the upgrade mode is exited." msgstr "" -#: ../../content/administration/upgrade.rst:152 -#: ../../content/administration/upgrade.rst:344 +#: ../../content/administration/upgrade.rst:143 +msgid "" +"Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more " +"information." +msgstr "" + +#: ../../content/administration/upgrade.rst:145 +#: ../../content/administration/upgrade.rst:341 msgid "On-premise" msgstr "" -#: ../../content/administration/upgrade.rst:154 +#: ../../content/administration/upgrade.rst:147 msgid "" "The standard upgrade process can be initiated by entering the following " "command line on the machine where the database is hosted:" msgstr "" -#: ../../content/administration/upgrade.rst:161 +#: ../../content/administration/upgrade.rst:154 msgid "" "The following command can be used to display the general help and the main " "commands:" msgstr "" -#: ../../content/administration/upgrade.rst:167 +#: ../../content/administration/upgrade.rst:160 msgid "" "An upgraded test database can also be requested via the `Upgrade page " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:171 +#: ../../content/administration/upgrade.rst:164 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. Check out the :doc:`/developer/howtos/upgrade_custom_db` page for" +" more information." +msgstr "" + +#: ../../content/administration/upgrade.rst:169 msgid "" "For security reasons, only the person who submitted the upgrade request can " "download it." msgstr "" -#: ../../content/administration/upgrade.rst:172 +#: ../../content/administration/upgrade.rst:170 msgid "" "For storage reasons, the database's copy is submitted without a filestore to" " the upgrade server. Therefore, the upgraded database does not contain the " "production filestore." msgstr "" -#: ../../content/administration/upgrade.rst:174 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " "as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade.rst:177 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade.rst:179 +#: ../../content/administration/upgrade.rst:177 msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:180 +#: ../../content/administration/upgrade.rst:178 msgid "" "A `filestore` folder containing files extracted from in-database records " "into attachments (if there are any) and new standard Odoo files from the " @@ -8741,13 +8858,13 @@ msgid "" "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade.rst:187 +#: ../../content/administration/upgrade.rst:185 msgid "" "You can request multiple test databases if you wish to test an upgrade more " "than once." msgstr "" -#: ../../content/administration/upgrade.rst:192 +#: ../../content/administration/upgrade.rst:190 msgid "" "When an upgrade request is completed, an upgrade report is attached to the " "successful upgrade email, and it becomes available in the Discuss app for " @@ -8756,171 +8873,171 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:200 +#: ../../content/administration/upgrade.rst:198 msgid "Testing the new version of the database" msgstr "" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:200 msgid "" "It is essential to spend some time testing the upgraded test database to " "ensure that you are not stuck in your day-to-day activities by a change in " "views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade.rst:207 +#: ../../content/administration/upgrade.rst:205 msgid "" "Test databases are neutralized, and some features are disabled to prevent " "them from impacting the production database:" msgstr "" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:208 msgid "Scheduled actions are disabled." msgstr "" -#: ../../content/administration/upgrade.rst:211 +#: ../../content/administration/upgrade.rst:209 msgid "" "Outgoing mail servers are disabled by archiving the existing ones and adding" " a fake one." msgstr "" -#: ../../content/administration/upgrade.rst:212 +#: ../../content/administration/upgrade.rst:210 msgid "" "Payment providers and delivery carriers are reset to the test environment." msgstr "" -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:211 msgid "" "Bank synchronization is disabled. Should you want to test the " "synchronization, contact your bank synchronization provider to get sandbox " "credentials." msgstr "" -#: ../../content/administration/upgrade.rst:216 +#: ../../content/administration/upgrade.rst:214 msgid "" "Testing as many of your business flows as possible is strongly recommended " "to ensure they are working correctly and to get more familiar with the new " "version." msgstr "" -#: ../../content/administration/upgrade.rst:219 +#: ../../content/administration/upgrade.rst:217 msgid "Basic test checklist" msgstr "" -#: ../../content/administration/upgrade.rst:221 +#: ../../content/administration/upgrade.rst:219 msgid "" "Are there views that are deactivated in your test database but active in " "your production database?" msgstr "" -#: ../../content/administration/upgrade.rst:223 +#: ../../content/administration/upgrade.rst:221 msgid "Are your usual views still displayed correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:224 +#: ../../content/administration/upgrade.rst:222 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" -#: ../../content/administration/upgrade.rst:225 +#: ../../content/administration/upgrade.rst:223 msgid "Are your website pages working correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:226 +#: ../../content/administration/upgrade.rst:224 msgid "" "Are you able to create and modify records? (sales orders, invoices, " "purchases, users, contacts, companies, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:226 msgid "Are there any issues with your mail templates?" msgstr "" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:227 msgid "Are there any issues with saved translations?" msgstr "" -#: ../../content/administration/upgrade.rst:230 +#: ../../content/administration/upgrade.rst:228 msgid "Are your search filters still present?" msgstr "" -#: ../../content/administration/upgrade.rst:231 +#: ../../content/administration/upgrade.rst:229 msgid "Can you export your data?" msgstr "" -#: ../../content/administration/upgrade.rst:235 +#: ../../content/administration/upgrade.rst:233 msgid "" "Checking a random product in your product catalog and comparing its test and" " production data to verify everything is the same (product category, selling" " price, cost price, vendor, accounts, routes, etc.)." msgstr "" -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:236 msgid "Buying this product (Purchase app)." msgstr "" -#: ../../content/administration/upgrade.rst:239 +#: ../../content/administration/upgrade.rst:237 msgid "Confirming the reception of this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:238 msgid "" "Checking if the route to receive this product is the same in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:242 +#: ../../content/administration/upgrade.rst:240 msgid "Selling this product (Sales app) to a random customer." msgstr "" -#: ../../content/administration/upgrade.rst:243 +#: ../../content/administration/upgrade.rst:241 msgid "" "Opening your customer database (Contacts app), selecting a customer (or " "company), and checking its data." msgstr "" -#: ../../content/administration/upgrade.rst:245 +#: ../../content/administration/upgrade.rst:243 msgid "Shipping this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:246 +#: ../../content/administration/upgrade.rst:244 msgid "" "Checking if the route to ship this product is the same as in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:248 +#: ../../content/administration/upgrade.rst:246 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:249 +#: ../../content/administration/upgrade.rst:247 msgid "" "Crediting the invoice (issuing a credit note) and checking if it behaves as " "in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:251 +#: ../../content/administration/upgrade.rst:249 msgid "Checking your reports' results (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:250 msgid "" "Randomly checking your taxes, currencies, bank accounts, and fiscal year " "(Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:253 +#: ../../content/administration/upgrade.rst:251 msgid "" "Making an online order (Website apps) from the product selection in your " "shop until the checkout process and checking if everything behaves as in " "your production database." msgstr "" -#: ../../content/administration/upgrade.rst:256 +#: ../../content/administration/upgrade.rst:254 msgid "" "This list is **not** exhaustive. Extend the example to your other apps based" " on your use of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:258 +#: ../../content/administration/upgrade.rst:256 msgid "" "If you face an issue while testing your upgraded test database, you can " "request the assistance of Odoo via the `support page " @@ -8930,7 +9047,7 @@ msgid "" "database." msgstr "" -#: ../../content/administration/upgrade.rst:263 +#: ../../content/administration/upgrade.rst:261 msgid "" "You might encounter significant differences with standard views, features, " "fields, and models during testing. Those changes cannot be reverted on a " @@ -8939,39 +9056,39 @@ msgid "" "module to make it compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:269 +#: ../../content/administration/upgrade.rst:267 msgid "Do not forget to test:" msgstr "" -#: ../../content/administration/upgrade.rst:271 +#: ../../content/administration/upgrade.rst:269 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:272 +#: ../../content/administration/upgrade.rst:270 msgid "" "Workflows between different apps (online sales with eCommerce, converting a " "lead all the way to a sales order, delivery of products, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:274 +#: ../../content/administration/upgrade.rst:272 msgid "Data exports" msgstr "" -#: ../../content/administration/upgrade.rst:275 +#: ../../content/administration/upgrade.rst:273 msgid "Automated actions" msgstr "" -#: ../../content/administration/upgrade.rst:276 +#: ../../content/administration/upgrade.rst:274 msgid "" "Server actions in the action menu on form views, as well as by selecting " "multiple records on list views" msgstr "" -#: ../../content/administration/upgrade.rst:282 +#: ../../content/administration/upgrade.rst:280 msgid "Upgrading the production database" msgstr "" -#: ../../content/administration/upgrade.rst:284 +#: ../../content/administration/upgrade.rst:282 msgid "" "Once the :ref:`tests ` are completed and you are " "confident that the upgraded database can be used as your main database " @@ -8980,63 +9097,63 @@ msgid "" "`support page `__." msgstr "" -#: ../../content/administration/upgrade.rst:289 +#: ../../content/administration/upgrade.rst:287 msgid "" "Your production database will be unavailable during its upgrade. Therefore, " "we recommend planning the upgrade at a time when the use of the database is " "minimal." msgstr "" -#: ../../content/administration/upgrade.rst:292 +#: ../../content/administration/upgrade.rst:290 msgid "" "As the standard upgrade scripts and your database are constantly evolving, " "it is also recommended to frequently request another upgraded test database " "to ensure that the upgrade process is still successful, especially if it " -"takes a long time to finish. Fully rehearsing the upgrade process the day " -"before upgrading the production database is also recommended." +"takes a long time to finish. **Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended.**" msgstr "" -#: ../../content/administration/upgrade.rst:298 +#: ../../content/administration/upgrade.rst:296 msgid "Going into production without first testing may lead to:" msgstr "" -#: ../../content/administration/upgrade.rst:300 +#: ../../content/administration/upgrade.rst:298 msgid "Users failing to adjust to the changes and new features" msgstr "" -#: ../../content/administration/upgrade.rst:301 +#: ../../content/administration/upgrade.rst:299 msgid "" "Business interruptions (e.g., no longer having the possibility to validate " "an action)" msgstr "" -#: ../../content/administration/upgrade.rst:302 +#: ../../content/administration/upgrade.rst:300 msgid "" "Poor customer experience (e.g., an eCommerce website that does not work " "correctly)" msgstr "" -#: ../../content/administration/upgrade.rst:304 +#: ../../content/administration/upgrade.rst:302 msgid "" "The process of upgrading a production database is similar to upgrading a " "test database with a few exceptions." msgstr "" -#: ../../content/administration/upgrade.rst:311 +#: ../../content/administration/upgrade.rst:309 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "`, except for the purpose option, which must " "be set to :guilabel:`Production` instead of :guilabel:`Test`." msgstr "" -#: ../../content/administration/upgrade.rst:316 +#: ../../content/administration/upgrade.rst:314 msgid "" "Once the upgrade is requested, the database will be unavailable until the " "upgrade is finished. Once the process is completed, it is impossible to " "revert to the previous version." msgstr "" -#: ../../content/administration/upgrade.rst:322 +#: ../../content/administration/upgrade.rst:320 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "` on the :guilabel:`Production` branch." @@ -9046,7 +9163,7 @@ msgstr "" msgid "View from the upgrade tab" msgstr "" -#: ../../content/administration/upgrade.rst:328 +#: ../../content/administration/upgrade.rst:326 msgid "" "The process is **triggered as soon as a new commit is made** on the branch. " "This allows the upgrade process to be synchronized with the deployment of " @@ -9054,7 +9171,7 @@ msgid "" "the upgrade process is triggered immediately." msgstr "" -#: ../../content/administration/upgrade.rst:334 +#: ../../content/administration/upgrade.rst:332 msgid "" "The database is unavailable throughout the process. If anything goes wrong, " "the platform automatically reverts the upgrade, as it would be for a regular" @@ -9062,21 +9179,23 @@ msgid "" "created." msgstr "" -#: ../../content/administration/upgrade.rst:338 +#: ../../content/administration/upgrade.rst:336 msgid "" "The update of your custom modules must be successful to complete the entire " "upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." +":guilabel:`successful` before trying it in production. More information on " +"how to upgrade your custom modules can be found on " +":doc:`/developer/howtos/upgrade_custom_db`." msgstr "" -#: ../../content/administration/upgrade.rst:346 +#: ../../content/administration/upgrade.rst:343 msgid "" "The command to upgrade a database to production is similar to the one of " "upgrading a test database except for the argument `test`, which must be " "replaced by `production`:" msgstr "" -#: ../../content/administration/upgrade.rst:353 +#: ../../content/administration/upgrade.rst:350 msgid "" "An upgraded production database can also be requested via the `Upgrade page " "`_. Once the database is uploaded, any " @@ -9085,7 +9204,7 @@ msgid "" "process." msgstr "" -#: ../../content/administration/upgrade.rst:360 +#: ../../content/administration/upgrade.rst:357 msgid "" "When requesting an upgraded database for production purposes, the copy is " "submitted without a filestore. Therefore, the upgraded database filestore " @@ -9093,7 +9212,7 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:364 +#: ../../content/administration/upgrade.rst:361 msgid "" "In case of an issue with your production database, you can request the " "assistance of Odoo via the `support page " @@ -9101,92 +9220,92 @@ msgid "" "related to the upgrade in production." msgstr "" -#: ../../content/administration/upgrade.rst:372 +#: ../../content/administration/upgrade.rst:369 msgid "Service-level agreement (SLA)" msgstr "" -#: ../../content/administration/upgrade.rst:374 +#: ../../content/administration/upgrade.rst:371 msgid "" "With Odoo Enterprise, upgrading a database to the most recent version of " "Odoo is **free**, including any support required to rectify potential " "discrepancies in the upgraded database." msgstr "" -#: ../../content/administration/upgrade.rst:377 +#: ../../content/administration/upgrade.rst:374 msgid "" "Information about the upgrade services included in the Enterprise Licence is" " available in the :ref:`Odoo Enterprise Subscription Agreement `. " "However, this section clarifies what upgrade services you can expect." msgstr "" -#: ../../content/administration/upgrade.rst:382 +#: ../../content/administration/upgrade.rst:379 msgid "Upgrade services covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:384 +#: ../../content/administration/upgrade.rst:381 msgid "" "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " "self-hosted (On-Premise) can benefit from upgrade services at all times for:" msgstr "" -#: ../../content/administration/upgrade.rst:387 +#: ../../content/administration/upgrade.rst:384 msgid "the upgrade of all **standard applications**;" msgstr "" -#: ../../content/administration/upgrade.rst:388 +#: ../../content/administration/upgrade.rst:385 msgid "" "the upgrade of all **customizations created with the Studio app**, as long " "as Studio is still installed and the respective subscription is still " "active; and" msgstr "" -#: ../../content/administration/upgrade.rst:390 +#: ../../content/administration/upgrade.rst:387 msgid "" "the upgrade of all **developments and customizations covered by a " "maintenance of customizations subscription**." msgstr "" -#: ../../content/administration/upgrade.rst:393 +#: ../../content/administration/upgrade.rst:390 msgid "" "Upgrade services are limited to the technical conversion and adaptation of a" " database (standard modules and data) to make it compatible with the version" " targeted by the upgrade." msgstr "" -#: ../../content/administration/upgrade.rst:397 +#: ../../content/administration/upgrade.rst:394 msgid "Upgrade services not covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:399 +#: ../../content/administration/upgrade.rst:396 msgid "The following upgrade-related services are **not** included:" msgstr "" -#: ../../content/administration/upgrade.rst:401 +#: ../../content/administration/upgrade.rst:398 msgid "" "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" -#: ../../content/administration/upgrade.rst:402 +#: ../../content/administration/upgrade.rst:399 msgid "" "the upgrade of **custom modules created in-house or by third parties**, " "including Odoo partners;" msgstr "" -#: ../../content/administration/upgrade.rst:403 +#: ../../content/administration/upgrade.rst:400 msgid "" "lines of **code added to standard modules**, i.e., customizations created " "outside the Studio app, code entered manually, and :ref:`automated actions " "using Python code `; and" msgstr "" -#: ../../content/administration/upgrade.rst:406 +#: ../../content/administration/upgrade.rst:403 msgid "**training** on using the upgraded version's features and workflows." msgstr "" -#: ../../content/administration/upgrade.rst:409 +#: ../../content/administration/upgrade.rst:406 msgid ":doc:`Odoo.sh documentation `" msgstr "" -#: ../../content/administration/upgrade.rst:410 +#: ../../content/administration/upgrade.rst:407 msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/sl/LC_MESSAGES/finance.po b/locale/sl/LC_MESSAGES/finance.po index fd13c7a9d..6ca5d58ca 100644 --- a/locale/sl/LC_MESSAGES/finance.po +++ b/locale/sl/LC_MESSAGES/finance.po @@ -6,8 +6,8 @@ # Translators: # Boris Kodelja , 2023 # jl2035 , 2023 -# matjaz k , 2023 # Tadej Lupšina , 2023 +# matjaz k , 2023 # 025aa31cb7deb4d52a7a587a91994bd9_c519582, 2023 # Jasmina Macur , 2023 # Tomaž Jug , 2023 @@ -20,7 +20,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Katja Deržič, 2024\n" "Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n" @@ -177,7 +177,9 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "Poročanje" @@ -189,7 +191,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -371,34 +373,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -539,8 +541,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -551,28 +553,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -969,9 +976,9 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 @@ -1823,7 +1830,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "" @@ -2601,10 +2608,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "" @@ -2620,10 +2625,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2632,10 +2635,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2671,8 +2672,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -2690,6 +2691,12 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -2705,7 +2712,7 @@ msgstr "Prodaja" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "" @@ -2880,7 +2887,7 @@ msgid ":doc:`payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr "" @@ -3479,350 +3486,407 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" +msgid "" +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" +msgid "Deferred revenue report" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "Modeli odloženih prihodkov" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 +msgid "" +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 @@ -3979,7 +4043,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4051,48 +4115,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4102,26 +4230,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "" @@ -4301,22 +4617,48 @@ msgstr "" msgid ":doc:`../reporting/intrastat`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 -msgid "Define an Incoterm" +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +msgid "Define an Incoterm" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 -msgid "Default Incoterm configuration" +msgid "Incoterm location" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 +msgid "Default Incoterm configuration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 +msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " ":menuselection:`Accounting/Invoicing --> Configuration --> Settings`, scroll" @@ -5279,6 +5621,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "Kontni načrti" @@ -6376,7 +6719,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -6489,11 +6832,12 @@ msgstr "Vrste kontov" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "Bilanca stanja" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "Sredstva" @@ -6598,70 +6942,64 @@ msgstr "Drugo" msgid "Off-Balance Sheet" msgstr "Izvenbilančna stanja" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "Ključne besede" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "Kontne skupine" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -6671,17 +7009,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -6695,7 +7033,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -6706,17 +7044,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -6724,7 +7062,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -6735,11 +7073,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "Opuščeno" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -6747,29 +7085,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7304,7 +7642,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -7531,22 +7869,23 @@ msgstr "Plačila" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 @@ -7554,9 +7893,6 @@ msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -7572,174 +7908,195 @@ msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:39 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" +msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -7783,11 +8140,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -7799,7 +8156,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -7809,17 +8166,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -7832,13 +8189,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr "" @@ -8548,253 +8905,91 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -8981,69 +9176,75 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " "module is required to print U.S. checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "Združene države" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -9051,11 +9252,11 @@ msgid "" " :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -9063,7 +9264,7 @@ msgid "" "reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -11295,6 +11496,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "" @@ -11436,7 +11642,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" @@ -11692,9 +11898,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11704,10 +11911,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11716,444 +11923,458 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" +msgid "Activate sales taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "Naziv davka" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "Izračun davka" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " ":ref:`affects the base of the subsequent ones `." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "Davek" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "Skupaj" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:102 +msgid "" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "1,100.00" +msgstr "" + #: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" +msgid "**Percentage of Price Tax Included**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 -msgid "1,100.00" +msgid "111.11" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:127 +msgid "1,111.11" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:130 -msgid "**Percentage of Price Tax Included**" +msgid "**Python code**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:132 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:138 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "1,111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "Aktivno" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "Področje obdavčitve" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:177 -msgid "Definition tab" +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:179 +msgid "Definition tab" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "Oznaka na računih" - #: ../../content/applications/finance/accounting/taxes.rst:204 +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" +msgid "The label on invoices is displayed on each invoice line" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "Davčna skupina" +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:216 +#: ../../content/applications/finance/accounting/taxes.rst:217 msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "Vključi v analitični strošek" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "Vključeno v ceno" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "Vplivajo na osnovo kasnejših davkov" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -12164,15 +12385,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr "" @@ -12265,6 +12490,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -13003,78 +13229,55 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 @@ -13083,13 +13286,20 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr "" @@ -13164,7 +13374,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "" @@ -13183,6 +13393,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -13412,6 +13626,12 @@ msgstr "" msgid "Declining Then Straight Line" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -13422,6 +13642,13 @@ msgstr "" msgid "Configure an Assets Account" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "" @@ -13432,12 +13659,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "" @@ -13451,12 +13676,10 @@ msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -13472,18 +13695,29 @@ msgid "" "automation>` for these products." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " "click on the account, and select the right one." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -13519,6 +13753,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -13700,6 +13938,13 @@ msgid "" "with the right asset account." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "" @@ -13719,6 +13964,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -13744,243 +13993,189 @@ msgid "" "account`)." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" +msgid "Deferred expenses" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "Modeli odloženih stroškov" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 -msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 -msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 @@ -14228,8 +14423,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -14286,6 +14481,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -16622,7 +16819,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "" @@ -16705,7 +16902,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "" @@ -16872,7 +17069,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "" @@ -17937,29 +18134,1654 @@ msgstr "" msgid "Australia" msgstr "Avstralija" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "Nabava" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "Plačni seznam" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -17972,7 +19794,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -17982,13 +19804,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -17998,15 +19823,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -18019,20 +19844,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -18042,7 +19867,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -18138,7 +19963,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -18156,22 +19981,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -18232,7 +20057,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -18338,12 +20163,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -18443,10 +20262,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -18689,12 +20504,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -18703,38 +20887,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -18742,7 +20926,7 @@ msgid "" "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -18750,76 +20934,76 @@ msgid "" "`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -18827,52 +21011,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -18881,7 +21065,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -18889,17 +21073,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -18908,7 +21092,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -18956,7 +21140,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -18971,25 +21155,25 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "IoT Box" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -18997,19 +21181,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -19021,7 +21205,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -19029,17 +21213,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -19587,10 +21771,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -19766,7 +21946,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -19997,7 +22177,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -20027,7 +22207,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -20042,12 +22222,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -20060,24 +22238,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -20085,110 +22256,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -20196,11 +22367,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -20209,15 +22380,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -20225,11 +22396,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -20239,50 +22410,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -20293,29 +22464,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -20323,19 +22494,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -20343,24 +22514,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -20371,13 +22542,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -20386,12 +22557,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -20399,43 +22570,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -20445,13 +22616,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -20462,56 +22633,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -20519,32 +22690,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -20553,7 +22724,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -20561,7 +22732,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -20569,11 +22740,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -20582,7 +22753,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -20591,14 +22762,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -20606,11 +22777,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -20621,14 +22792,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -20636,60 +22807,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "Stopnja konverzije" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -20701,11 +22872,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -20718,32 +22889,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -20753,7 +22924,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -20766,7 +22937,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -20777,7 +22948,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -20790,7 +22961,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -20801,26 +22972,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -20829,21 +23000,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "" @@ -20851,11 +23022,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -20869,14 +23040,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -20887,36 +23058,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -20924,11 +23095,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -20941,12 +23112,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -21038,34 +23209,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -21080,16 +23251,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -21103,11 +23274,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -21121,7 +23292,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -21131,17 +23302,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -21155,23 +23326,23 @@ msgid "" "code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -21182,7 +23353,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -21192,16 +23363,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -21213,55 +23384,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -21273,11 +23444,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -21292,7 +23463,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -21300,12 +23471,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21313,7 +23484,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21321,14 +23492,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21338,46 +23509,46 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -21388,13 +23559,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -21405,7 +23576,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -21415,18 +23586,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -21435,7 +23606,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -21443,7 +23614,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -21453,7 +23624,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -21461,18 +23632,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21480,7 +23651,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21490,7 +23661,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -21504,7 +23675,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -21518,7 +23689,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -21528,11 +23699,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -21542,7 +23713,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -21550,18 +23721,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21569,13 +23740,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21585,14 +23756,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -21600,11 +23771,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -21615,11 +23786,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21631,11 +23802,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -21646,32 +23817,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -21684,20 +23855,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -21710,12 +23881,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -21726,7 +23897,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -21738,31 +23909,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -21774,31 +23945,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -21806,23 +23977,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -21830,7 +24001,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -21843,21 +24014,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -21868,17 +24039,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -21889,7 +24060,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -21897,11 +24068,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -21913,19 +24084,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -21937,18 +24108,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -21960,7 +24131,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -21970,24 +24141,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -21995,7 +24166,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -22010,11 +24181,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -22023,13 +24194,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -22040,7 +24211,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -22051,7 +24222,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -24102,8 +26273,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" @@ -25618,7 +27789,6 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -31583,7 +33753,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -32177,13 +34347,11 @@ msgid "Spain" msgstr "Španija" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" +msgid "Spanish chart of accounts" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 @@ -32200,39 +34368,57 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 -msgid "Tax Report (Modelo 111)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 -msgid "Tax Report (Modelo 115)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +msgid "Tax Report (Modelo 111)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 +msgid "Tax Report (Modelo 115)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "Švica" @@ -32436,17 +34622,6 @@ msgstr "" msgid "TVA 7.7%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "Nabava" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -33116,10 +35291,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "Plačni seznam" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -33583,6 +35754,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -33590,6 +35762,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -33614,7 +35787,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -34180,10 +36352,10 @@ msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -34602,8 +36774,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -35248,17 +37420,26 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -35755,30 +37936,37 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " "saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -36382,11 +38570,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "Predloge" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -36395,7 +38596,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -36405,40 +38606,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "Vloge" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -36449,11 +38651,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -36462,28 +38664,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -36491,7 +38693,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -36499,7 +38701,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -36511,28 +38713,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -36541,7 +38743,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -36552,7 +38754,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -36560,11 +38762,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -36573,7 +38775,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -36584,76 +38786,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -36661,20 +38864,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -36682,33 +38885,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -36716,19 +38919,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -36738,7 +38941,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/sl/LC_MESSAGES/inventory_and_mrp.po b/locale/sl/LC_MESSAGES/inventory_and_mrp.po index e4db8f042..a46610c80 100644 --- a/locale/sl/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/sl/LC_MESSAGES/inventory_and_mrp.po @@ -4,24 +4,23 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Simon Gorše , 2023 # Boris Kodelja , 2023 # Tomaž Jug , 2023 # matjaz k , 2023 -# Tadej Lupšina , 2023 -# Jasmina Macur , 2023 -# Matjaz Mozetic , 2023 # Martin Trigaux, 2023 # Grega Vavtar , 2023 +# Jasmina Macur , 2024 +# Matjaz Mozetic , 2024 +# Tadej Lupšina , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Grega Vavtar , 2023\n" +"Last-Translator: Tadej Lupšina , 2024\n" "Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -57,52 +56,269 @@ msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" +msgid "Apply inventory adjustments with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 @@ -1002,6 +1218,9 @@ msgstr "Lot številka" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "" @@ -1031,6 +1250,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1341,141 +1561,661 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "Dokazila" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "Dobavni nalogi" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "Interni prenosi" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" +msgid "Create and process transfers with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 @@ -2910,79 +3650,169 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" +msgid "Difference between lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "Uvodna predstavitev" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 -msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "Sledljivost" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 @@ -3492,16 +4322,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3511,10 +4331,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3629,23 +4445,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3653,13 +4469,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3668,7 +4484,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3681,7 +4497,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3689,19 +4505,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3713,7 +4529,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3721,7 +4537,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3736,13 +4552,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -3751,51 +4567,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -3805,14 +4621,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -3820,7 +4636,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -3829,12 +4645,12 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -3846,7 +4662,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -3855,38 +4671,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -3896,7 +4712,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -3908,39 +4724,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -3948,7 +4764,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -3958,10 +4774,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -4484,6 +5298,11 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -4844,7 +5663,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "" @@ -6100,7 +6919,7 @@ msgstr "Prejemanje blaga neposredno (1 korak)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "" @@ -6115,7 +6934,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6177,11 +6996,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "Neposredna dostava blaga (1 korak)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6190,7 +7009,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6201,7 +7020,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6212,12 +7031,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6227,7 +7046,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6563,49 +7382,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6619,7 +7446,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6628,7 +7455,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6637,7 +7464,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6648,7 +7475,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6661,11 +7488,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -6674,7 +7501,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -6689,11 +7516,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -6701,7 +7528,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8467,6 +9294,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "Delovni tok" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -8600,6 +9594,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9132,6 +10127,624 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -9581,44 +11194,102 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "Na osnovi" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -9627,633 +11298,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" +msgid "Least Packages" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "Loti & Serijske številke" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "Pakiranja" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -10709,10 +11952,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "Pakiranja" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12016,20 +13255,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12038,14 +13277,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -14926,8 +16165,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -14936,53 +16176,320 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 @@ -15578,10 +17085,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "Sledljivost" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/sl/LC_MESSAGES/productivity.po b/locale/sl/LC_MESSAGES/productivity.po index 3f382318b..c9569096c 100644 --- a/locale/sl/LC_MESSAGES/productivity.po +++ b/locale/sl/LC_MESSAGES/productivity.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Katja Deržič, 2024\n" "Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n" @@ -8430,26 +8430,28 @@ msgstr "" #: ../../content/applications/productivity/to_do.rst:23 msgid "" -"You can create a new to-do on the fly from anywhere in Odoo by clicking the " -"clock button and then :guilabel:`Add a To-Do`." +"You can create a new to-do on the fly from anywhere in Odoo by opening the " +"**command palette tool** with the keyboard shortcut ´ctrl+k´ and clicking " +":guilabel:`Add a To-Do`, or by clicking the clock button and then " +":guilabel:`Add a To-Do`." msgstr "" #: ../../content/applications/productivity/to_do.rst:0 msgid "Adding a to-do on the fly" msgstr "" -#: ../../content/applications/productivity/to_do.rst:30 +#: ../../content/applications/productivity/to_do.rst:31 msgid "Converting to-dos into project tasks" msgstr "" -#: ../../content/applications/productivity/to_do.rst:32 +#: ../../content/applications/productivity/to_do.rst:33 msgid "" "If you use the :doc:`Project app <../services/project>`, you can convert to-" "dos into project tasks. To do so, open a to-do and click the gear button " "(:guilabel:`⚙`), then :guilabel:`Convert to Task`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:35 +#: ../../content/applications/productivity/to_do.rst:36 msgid "" "Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and " ":guilabel:`Tags`, then click :guilabel:`Convert to Task`. The to-do is now a" @@ -8460,11 +8462,11 @@ msgstr "" msgid "Converting a to-do into a task" msgstr "" -#: ../../content/applications/productivity/to_do.rst:42 +#: ../../content/applications/productivity/to_do.rst:43 msgid "Managing the to-do pipeline" msgstr "" -#: ../../content/applications/productivity/to_do.rst:44 +#: ../../content/applications/productivity/to_do.rst:45 msgid "" "Your assigned **to-dos** are displayed on the app dashboard. You can drag " "and drop a to-do to move it from one stage to another." @@ -8474,13 +8476,13 @@ msgstr "" msgid "Example of a to-do pipeline" msgstr "" -#: ../../content/applications/productivity/to_do.rst:51 +#: ../../content/applications/productivity/to_do.rst:52 msgid "" "Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to" " create a new stage." msgstr "" -#: ../../content/applications/productivity/to_do.rst:53 +#: ../../content/applications/productivity/to_do.rst:54 msgid "" "Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, " ":guilabel:`Edit`, or :guilabel:`Delete` it." @@ -8490,11 +8492,11 @@ msgstr "" msgid "Stage settings button" msgstr "" -#: ../../content/applications/productivity/to_do.rst:60 +#: ../../content/applications/productivity/to_do.rst:61 msgid "Scheduling activities" msgstr "" -#: ../../content/applications/productivity/to_do.rst:62 +#: ../../content/applications/productivity/to_do.rst:63 msgid "" "To schedule an activity on a to-do, click the clock button on the app " "dashboard, then the :guilabel:`+ Schedule an activity` button." @@ -8504,43 +8506,43 @@ msgstr "" msgid "Scheduling an activity from the To-do dashboard" msgstr "" -#: ../../content/applications/productivity/to_do.rst:68 +#: ../../content/applications/productivity/to_do.rst:69 msgid "To create the activity:" msgstr "" -#: ../../content/applications/productivity/to_do.rst:70 +#: ../../content/applications/productivity/to_do.rst:71 msgid "Select an :guilabel:`Activity Type`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:71 +#: ../../content/applications/productivity/to_do.rst:72 msgid "Select a :guilabel:`Due date`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:72 +#: ../../content/applications/productivity/to_do.rst:73 msgid "Choose who the activity should be :guilabel:`Assigned to`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:73 +#: ../../content/applications/productivity/to_do.rst:74 msgid "" "Add a brief :guilabel:`Summary` if needed. You can add a more elaborate " "description in the :guilabel:`Log a note` box." msgstr "" -#: ../../content/applications/productivity/to_do.rst:76 +#: ../../content/applications/productivity/to_do.rst:77 msgid "Click :guilabel:`Schedule` to complete the action." msgstr "" -#: ../../content/applications/productivity/to_do.rst:79 +#: ../../content/applications/productivity/to_do.rst:80 msgid "" "The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not " "create a to-do task." msgstr "" -#: ../../content/applications/productivity/to_do.rst:82 +#: ../../content/applications/productivity/to_do.rst:83 msgid "Viewing to-dos in the Project app" msgstr "" -#: ../../content/applications/productivity/to_do.rst:84 +#: ../../content/applications/productivity/to_do.rst:85 msgid "" "If you use the :doc:`Project app <../services/project>`, your to-dos also " "appear as private tasks under the :guilabel:`My Tasks` view." @@ -8550,7 +8552,7 @@ msgstr "" msgid "Example of a \"My Tasks\" pipeline in the Project app" msgstr "" -#: ../../content/applications/productivity/to_do.rst:91 +#: ../../content/applications/productivity/to_do.rst:92 msgid "" "A padlock icon is visible on your private tasks to quickly identify them " "among your project tasks." diff --git a/locale/uk/LC_MESSAGES/finance.po b/locale/uk/LC_MESSAGES/finance.po index 2c8c560ea..29d2def9c 100644 --- a/locale/uk/LC_MESSAGES/finance.po +++ b/locale/uk/LC_MESSAGES/finance.po @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2023\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" @@ -172,7 +172,9 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "Звітність" @@ -184,7 +186,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -366,34 +368,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -534,8 +536,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -546,28 +548,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -964,9 +971,9 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 @@ -1834,7 +1841,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "" @@ -2656,10 +2663,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "**Рахунок**" @@ -2675,10 +2680,8 @@ msgstr "**Установлений термін**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2687,10 +2690,8 @@ msgstr "**Дебет**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2726,8 +2727,8 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -2745,6 +2746,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -2760,7 +2767,7 @@ msgstr "Продажі" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -2975,7 +2982,7 @@ msgid ":doc:`payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr "" @@ -3576,350 +3583,407 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "Передумови" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" +msgid "" +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" +msgid "Deferred revenue report" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "Створити новий запис" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "Моделі доходів майбутніх періодів" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 +msgid "" +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 @@ -4076,7 +4140,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4148,48 +4212,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4199,26 +4327,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "" @@ -4398,22 +4714,48 @@ msgstr "" msgid ":doc:`../reporting/intrastat`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 -msgid "Define an Incoterm" +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +msgid "Define an Incoterm" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 -msgid "Default Incoterm configuration" +msgid "Incoterm location" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 +msgid "Default Incoterm configuration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 +msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " ":menuselection:`Accounting/Invoicing --> Configuration --> Settings`, scroll" @@ -5439,6 +5781,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "План рахунків" @@ -6536,7 +6879,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -6649,11 +6992,12 @@ msgstr "Типи рахунків" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "Бухгалтерський баланс" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "Активи" @@ -6758,70 +7102,64 @@ msgstr "Інше" msgid "Off-Balance Sheet" msgstr "Позабалансовий звіт" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "Мітки" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "Групи рахуків" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -6831,17 +7169,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -6855,7 +7193,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -6866,17 +7204,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -6884,7 +7222,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -6895,11 +7233,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "Не використовується" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -6907,29 +7245,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7475,7 +7813,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -7702,22 +8040,23 @@ msgstr "Платежі" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 @@ -7725,9 +8064,6 @@ msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -7743,174 +8079,195 @@ msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:39 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" +msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -7954,11 +8311,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -7970,7 +8327,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -7980,17 +8337,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -8003,13 +8360,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr "" @@ -8719,253 +9076,91 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "Введіть внутрішній переказ" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -9152,69 +9347,75 @@ msgstr "Активізуйте методи оплати чеками" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " "module is required to print U.S. checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "Сумісний прилад для друку чеків" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "Сполучені Штати" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "Для США Odoo за замовчуванням підтримує формати перевірки:" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "**ADP **: чек внизу, і заголовки зверху." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "Оплата рахунку постачальника чеком" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "Оплата постачальника чеком здійснюється в три етапи:" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "друк чеків пакетом для всіх зареєстрованих платежів" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "Зареєструйте платіж чеком" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -9222,11 +9423,11 @@ msgid "" " :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "Друк чеків" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -9234,7 +9435,7 @@ msgid "" "reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -11522,6 +11723,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "Передумови" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "Періодичність повернення податку" @@ -11663,7 +11869,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" @@ -11919,9 +12125,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11931,10 +12138,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11943,444 +12150,458 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" +msgid "Activate sales taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "Назва податку" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "Розрахунок податку" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " ":ref:`affects the base of the subsequent ones `." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "Податок" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "Разом" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:102 +msgid "" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "1,100.00" +msgstr "" + #: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" +msgid "**Percentage of Price Tax Included**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 -msgid "1,100.00" +msgid "111.11" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:127 +msgid "1,111.11" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:130 -msgid "**Percentage of Price Tax Included**" +msgid "**Python code**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:132 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:138 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "1,111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "Активно" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "Сфера податку" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:177 -msgid "Definition tab" +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:179 +msgid "Definition tab" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "Мітка на рахунках" - #: ../../content/applications/finance/accounting/taxes.rst:204 +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" +msgid "The label on invoices is displayed on each invoice line" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "Група податків" +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:216 +#: ../../content/applications/finance/accounting/taxes.rst:217 msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "Включити в аналітичні витрати" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "Включено в ціну" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "Впливає на базу дочірніх податків" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -12391,15 +12612,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr "" @@ -12526,6 +12751,7 @@ msgstr "" " правами, що менш схильні до помилок і простіше для ваших продавців." #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -13319,108 +13545,56 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -"Податок на утримання є державною вимогою платника рахунка-фактури утримувати" -" або відраховувати податок від платежу та сплачувати цей податок уряду. У " -"більшості юрисдикцій оподаткування стягується з податку на прибуток." -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -"Зі звичайними податками цей податок додається до підсумкової суми, щоб ви її" -" сплатили. На відміну від звичайних податків, податок на утримання " -"стягується від сплати податку, оскільки він сплачується замовником." -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" -msgstr "Наприклад, у Колумбії ви можете мати наступний рахунок-фактуру:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" +msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -"У цьому прикладі **компанія**, яка надіслала рахунок-фактуру, зобов'язана " -"**уряду** 20 доларів податків, а **клієнт** зобов'язаний **уряду** 10 " -"доларів податків." -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -"В Odoo податок на утримання визначається шляхом створення негативного " -"податку. Для збереження 10%, ви можете налаштувати наступний податок " -"(доступний через :menuselection:`Налаштування --> Податки`):" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -"Для того, щоби він відображався як збереження в рахунку-фактурі, на вкладці " -"**Додаткові параметри** слід встановити певну групу податків **На " -"утримання** свого податку." -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" -"Після визначення податку ви можете використовувати його у своїх товарах, " -"замовленнях на продаж чи рахунках-фактурах." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" -"Якщо утримання є відсотком від звичайного податку, створіть податок з " -"**податковим розрахунком** як **податкову групу** та встановіть два податки " -"у цій групі (звичайний податок і на утримання)." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "Застосування податку на утримання в рахунках-фактурах" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" -"Коли ваш податок буде створений, ви можете використовувати його за формою " -"замовника, замовлення на продаж або рахунки-фактури для клієнтів. Ви можете " -"подати кілька податків на один рядок рахунка-фактури клієнта." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" -"Коли ви бачите рахунок клієнта на екрані, ви отримуєте лише податковий " -"рядок, узагальнюючи всі податки (звичайні податки та на утримання). Але коли" -" ви роздруковуєте або надсилаєте рахунок-фактуру, Odoo робить правильну " -"групу серед всіх податків." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." -msgstr "" -"У роздрукованому рахунку відображатимуться різні суми в кожній податковій " -"групі." #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 msgid "TaxCloud integration" @@ -13428,13 +13602,20 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr "" @@ -13509,7 +13690,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "" @@ -13528,6 +13709,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -13757,6 +13942,12 @@ msgstr "Зниження" msgid "Declining Then Straight Line" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -13767,6 +13958,13 @@ msgstr "" msgid "Configure an Assets Account" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "" @@ -13777,12 +13975,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "" @@ -13796,12 +13992,10 @@ msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -13817,18 +14011,29 @@ msgid "" "automation>` for these products." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " "click on the account, and select the right one." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "Створити новий запис" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -13864,6 +14069,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -14045,6 +14254,13 @@ msgid "" "with the right asset account." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "" @@ -14064,6 +14280,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -14089,243 +14309,189 @@ msgid "" "account`)." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" +msgid "Deferred expenses" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "Моделі витрат майбутніх періодів" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 -msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 -msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 @@ -14573,8 +14739,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -14631,6 +14797,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -16967,7 +17135,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "" @@ -17050,7 +17218,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "" @@ -17217,7 +17385,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "Використання та тестування" @@ -18282,29 +18450,1654 @@ msgstr "" msgid "Australia" msgstr "Австралія" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "Австралійськ зарплата співробітника Hero" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "Купівлі" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "Зарплата" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "Австралійськ зарплата співробітника Hero" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -18317,7 +20110,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -18327,13 +20120,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -18343,15 +20139,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -18364,20 +20160,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -18387,7 +20183,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -18483,7 +20279,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -18501,22 +20297,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -18577,7 +20373,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -18683,12 +20479,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -18788,10 +20578,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -19034,12 +20820,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Електронне виставлення рахунків" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -19048,38 +21203,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -19087,7 +21242,7 @@ msgid "" "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -19095,76 +21250,76 @@ msgid "" "`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "Сертифіковано" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -19172,52 +21327,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -19226,7 +21381,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -19234,17 +21389,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -19253,7 +21408,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -19301,7 +21456,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -19316,25 +21471,25 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "IoT Box" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -19342,19 +21497,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -19366,7 +21521,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -19374,17 +21529,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -19932,10 +22087,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -20111,7 +22262,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -20342,7 +22493,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -20372,7 +22523,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -20387,12 +22538,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -20405,24 +22554,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -20430,110 +22572,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -20541,11 +22683,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -20554,15 +22696,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -20570,11 +22712,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -20584,50 +22726,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -20638,29 +22780,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -20668,19 +22810,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "Сертифікат" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -20688,24 +22830,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -20716,13 +22858,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "Мультивалютність" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -20731,12 +22873,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -20744,43 +22886,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -20790,13 +22932,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -20807,56 +22949,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -20864,32 +23006,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -20898,7 +23040,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -20906,7 +23048,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -20914,11 +23056,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -20927,7 +23069,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -20936,14 +23078,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -20951,11 +23093,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -20966,14 +23108,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -20981,60 +23123,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "Рахунки переміщення" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "Обмінний курс" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -21046,11 +23188,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -21063,32 +23205,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -21098,7 +23240,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -21111,7 +23253,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -21122,7 +23264,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -21135,7 +23277,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -21146,26 +23288,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -21174,21 +23316,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "" @@ -21196,11 +23338,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -21214,14 +23356,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21232,36 +23374,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -21269,11 +23411,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -21286,12 +23428,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -21383,34 +23525,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -21425,16 +23567,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "Використовуйте різні варіанти" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -21448,11 +23590,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -21466,7 +23608,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -21476,17 +23618,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -21500,23 +23642,23 @@ msgid "" "code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -21527,7 +23669,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -21537,16 +23679,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -21558,55 +23700,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "Надходження" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -21618,11 +23760,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "Претензія" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -21637,7 +23779,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -21645,12 +23787,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21658,7 +23800,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21666,14 +23808,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21683,46 +23825,46 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -21733,13 +23875,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -21750,7 +23892,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -21760,18 +23902,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -21780,7 +23922,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -21788,7 +23930,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -21798,7 +23940,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -21806,18 +23948,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21825,7 +23967,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21835,7 +23977,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -21849,7 +23991,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -21863,7 +24005,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -21873,11 +24015,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -21887,7 +24029,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -21895,18 +24037,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21914,13 +24056,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21930,14 +24072,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -21945,11 +24087,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -21960,11 +24102,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21976,11 +24118,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -21991,32 +24133,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -22029,20 +24171,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -22055,12 +24197,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -22071,7 +24213,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -22083,31 +24225,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -22119,31 +24261,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -22151,23 +24293,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -22175,7 +24317,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -22188,21 +24330,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -22213,17 +24355,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -22234,7 +24376,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -22242,11 +24384,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -22258,19 +24400,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -22282,18 +24424,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "Повернення" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -22305,7 +24447,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -22315,24 +24457,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -22340,7 +24482,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -22355,11 +24497,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -22368,13 +24510,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -22385,7 +24527,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -22396,7 +24538,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -24447,8 +26589,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" @@ -26038,7 +28180,6 @@ msgstr "" "потім виберіть потрібний пакет у розділі Фіскальна локалізація." #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -32019,7 +34160,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -32613,15 +34754,12 @@ msgid "Spain" msgstr "Іспанія" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" -msgstr "Іспанський план рахунків" +msgid "Spanish chart of accounts" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" -"В Odoo існує кілька іспанських планів рахунків, доступних за замовчуванням:" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 msgid "PGCE PYMEs 2008" @@ -32637,44 +34775,57 @@ msgstr "PGCE Entitades" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -"Ви можете вибрати той, який ви хочете, перейшовши в меню: " -":menuselection:`Бухблік --> Налаштування`, потім виберіть потрібний пакет у " -"розділі **Фінансова локалізація**." -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "Іспанська бухгалтерська звітність" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -"Якщо іспанська локалізація бухобліку встановлена, ви матимете доступ до " -"бухгалтерських звітів, специфічних для Іспанії:" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 msgid "Tax Report (Modelo 111)" msgstr "Податковий звіт (Modelo 111)" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 msgid "Tax Report (Modelo 115)" msgstr "Податковий звіт (Modelo 115)" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "Податковий звіт (Modelo 303)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "Швейцарія" @@ -32917,17 +35068,6 @@ msgstr "7.7% achat" msgid "TVA 7.7%" msgstr "TVA 7.7%" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "Купівлі" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -33604,10 +35744,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "Зарплата" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -34071,6 +36207,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -34078,6 +36215,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -34102,7 +36240,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -34668,10 +36805,10 @@ msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -35090,8 +37227,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -35736,17 +37873,26 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -36245,30 +38391,37 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " "saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -36872,11 +39025,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "Шаблони" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -36885,7 +39051,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -36895,40 +39061,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "Ролі" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -36939,11 +39106,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -36952,28 +39119,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -36981,7 +39148,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -36989,7 +39156,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -37001,28 +39168,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -37031,7 +39198,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -37042,7 +39209,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -37050,11 +39217,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -37063,7 +39230,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -37074,76 +39241,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -37151,20 +39319,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -37172,33 +39340,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -37206,19 +39374,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -37228,7 +39396,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/uk/LC_MESSAGES/inventory_and_mrp.po b/locale/uk/LC_MESSAGES/inventory_and_mrp.po index 1147f5644..31e1985df 100644 --- a/locale/uk/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/uk/LC_MESSAGES/inventory_and_mrp.po @@ -6,17 +6,17 @@ # Translators: # Martin Trigaux, 2023 # trolka , 2023 -# Alina Lisnenko , 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 +# Alina Lisnenko , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Alina Lisnenko , 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -52,60 +52,269 @@ msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" -msgstr "Процес коригування запасів за допомогою штрих-кодів" +msgid "Apply inventory adjustments with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." -msgstr "" -"Щоб обробити коригування залишків за допомогою штрих-кодів, спочатку " -"потрібно відкрити модуль *Штрих-код*. Потім у додатку натиснути *Коригування" -" залишків*." - -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 -msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 +msgid "" +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" -"Як тільки ви клікнете на *Коригування залишків*, Odoo автоматично створить " -"інвентаризацію. Зауважте, якщо ви працюєте з кількома складами, ви спочатку " -"маєте визначити, на яких місцезнаходженнях буде виконуватися інвентаризація." #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" -"Якщо ви не працюєте з кількома місцезнаходженнями, ви зможете сканувати " -"різні товари, які хочете включити в коригування залишків." #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 @@ -1005,6 +1214,9 @@ msgstr "Партійний номер" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1034,6 +1246,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1344,141 +1557,661 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "Надходження" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "Замовлення на доставку" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "Внутрішні переміщення" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" +msgid "Create and process transfers with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "Створіть внутрішнє переміщення" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 @@ -2913,102 +3646,170 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" -msgstr "Яка різниця між партіями та серійними номерами?" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "Вступ" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 -msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +msgid "Difference between lots and serial numbers" msgstr "" -"В Odoo партії і серійні номери мають схожість у своїй функціональній " -"системі, але різні у своїй поведінці. Вони обидва керуються в додатках " -"**Склад**, **Купівлі** та **Продажі**." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -"**Партії** відповідають певній кількості товарів, які ви отримали та " -"зберігаються в одному пакунку." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -"**Серійні номери** - ідентифікаційні номери, надані одному товару, зокрема, " -"щоби відстежувати історію товару від прийому до доставки та післяпродажу." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" -msgstr "Коли використовувати" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -"**Партії** для товарів, які ви отримуєте у великій кількості, і для яких " -"партії можуть допомогти у звітах, контролю якості чи іншій інформації. " -"Партії допоможуть ідентифікувати декілька творів, наприклад, виробничу " -"помилку. Це може бути корисним для серійного виробництва одягу або їжі." -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" -"**Серійні номери** є цікавими для товарів, які можуть вимагати післяпродажне" -" обслуговування, наприклад, смартфони, ноутбуки, холодильники та будь-які " -"електронні пристрої. Ви можете використовувати серійний номер виробника або " -"свій власний, залежно від того, як ви керуєте цими товарами." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" +msgstr ":doc:`lots`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "Коли не використовувати" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" -"Зберігання витратних матеріалів, таких як кухонний рулон, туалетний папір, " -"ручки та паперові блоки в партіях, взагалі не матиме сенсу, тому що є дуже " -"мало шансів, що ви можете повернути їх за виробничу помилку." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" -"З іншого боку, присвоєння серійного номера кожному товару забирає багато " -"часу, та матиме цільове значення лише у випадку товарів, що мають гарантійні" -" та/або післяпродажні послуги. Наприклад, введення серійного номера на хліб " -"взагалі не має сенсу." - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr ":doc:`serial_numbers`" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" -msgstr ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "Відстеження" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 msgid "Expiration dates" @@ -3517,16 +4318,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3536,10 +4327,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3654,23 +4441,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3678,13 +4465,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3693,7 +4480,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3706,7 +4493,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3714,19 +4501,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3738,7 +4525,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3746,7 +4533,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3761,13 +4548,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -3776,51 +4563,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -3830,14 +4617,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -3845,7 +4632,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -3854,12 +4641,12 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -3871,7 +4658,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -3880,38 +4667,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -3921,7 +4708,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -3933,39 +4720,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "Відстеження партій" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -3973,7 +4760,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -3983,10 +4770,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -4509,6 +5294,11 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -4901,7 +5691,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "" @@ -6195,7 +6985,7 @@ msgstr "Отримайте товар безпосередньо (1 крок)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "" @@ -6210,7 +7000,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6272,11 +7062,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "Доставка товарів безпосередньо (1 крок)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6285,7 +7075,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6296,7 +7086,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6307,12 +7097,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6322,7 +7112,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6658,49 +7448,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6714,7 +7512,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6723,7 +7521,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6732,7 +7530,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6743,7 +7541,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6756,11 +7554,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -6769,7 +7567,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -6784,11 +7582,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -6796,7 +7594,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8639,6 +9437,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "Робочий процес" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -8772,6 +9737,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9304,6 +10270,624 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "2" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "1" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -9753,44 +11337,102 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "Базується на" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -9799,633 +11441,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" +msgstr "FIFO" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" +msgid "Least Packages" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "Партії та серійні номери" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "Упаковки" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -10881,10 +12095,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "Упаковки" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12188,20 +13398,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12210,14 +13420,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -15111,8 +16321,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -15121,53 +16332,320 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 @@ -15763,10 +17241,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "Відстеження" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/uk/LC_MESSAGES/sales.po b/locale/uk/LC_MESSAGES/sales.po index 1f2b1f3d9..a7fb4e41b 100644 --- a/locale/uk/LC_MESSAGES/sales.po +++ b/locale/uk/LC_MESSAGES/sales.po @@ -5,17 +5,17 @@ # # Translators: # Martin Trigaux, 2023 -# Alina Lisnenko , 2023 -# Wil Odoo, 2023 +# Alina Lisnenko , 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -54,24 +54,12 @@ msgstr "Перетворення лідів у нагоди" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" -"Система може генерувати ліди замість нагод, щоб додати крок кваліфікації " -"перед конвертацією *Ліда* в *Нагоду* та призначення його продавцю." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" -"Ви можете активувати цей режим із Налаштувань CRM. Він застосовується до " -"всіх каналів продажу за замовчуванням. Але ви можете застосувати його для " -"конкретних каналів із їхньої форми налаштування." - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -96,100 +84,201 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "Налаштування" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -"Щоб ця функція працювала, перейдіть на :menuselection:`CRM --> Налаштування " -"--> Налаштування` та активуйте функцію *Ліди*." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." msgstr "" -"Тепер у вас з'явиться нове підменю *Ліди* у розділі *Ліди*, де вони " -"накопичуються." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "Конвертуйте лід у нагоду" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -"Коли ви натиснете на *Лід*, ви матимете можливість перетворити його на " -"нагоду і вирішити, чи слід його ще призначити тому ж каналу/продавцю, і якщо" -" вам потрібно створити нового клієнта." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -"Якщо у вас вже є нагода з цим клієнтом, Odoo автоматично запропонує вам " -"об'єднати цю нагоду. Точно так само Odoo автоматично запропонує вам зв'язати" -" з існуючим клієнтом, якщо цей клієнт вже існує." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" -msgstr "Об'єднайте нагоди" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" -"Odoo також автоматично запропонує об'єднати нагоди, якщо в них однакова " -"електронна адреса. Під час об'єднання нагод Odoo об'єднує й інформацію " -"нагод, яка була спершу створена, надаючи пріоритет інформації першої нагоди." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -"Жодна інформація не втрачаться: дані з інших нагод записується у чаттері та " -"інформаційних полях для легкого доступу." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -"Якщо ви знайдете дублікат самостійно, ... ви також можете об'єднати нагоди " -"або ліди, навіть якщо система цього не пропонує." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -"Тут є як це зробити зі списку. Оберіть нагоди або ліди, які ви хочете " -"об'єднати, тоді з'явиться кнопка дії. Потім ви можете обрати об'єднання." -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." -msgstr "Можливо також об'єднати більше, ніж дві нагоди або ліда." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." +msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" @@ -491,6 +580,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Ціноутворення" @@ -4416,7 +4506,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:5 msgid "Payment methods" -msgstr "" +msgstr "Способи оплати" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:7 msgid "" @@ -6980,14 +7070,16 @@ msgid "Rental" msgstr "Оренда" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" #: ../../content/applications/sales/rental.rst:11 @@ -6999,143 +7091,507 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "Ціна оренди" +msgid "Dashboard" +msgstr "" -#: ../../content/applications/sales/rental.rst:22 +#: ../../content/applications/sales/rental.rst:19 msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" #: ../../content/applications/sales/rental.rst:37 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "Налаштування" + +#: ../../content/applications/sales/rental.rst:39 msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." msgstr "" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "" - -#: ../../content/applications/sales/rental.rst:44 -msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:46 -msgid "Only one price line is used." -msgstr "" - -#: ../../content/applications/sales/rental.rst:47 -msgid "The cheapest line is selected." +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." msgstr "" #: ../../content/applications/sales/rental.rst:50 -msgid "Consider the following rental pricing configuration for a product:" +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." msgstr "" #: ../../content/applications/sales/rental.rst:52 -msgid "1 day: $100" -msgstr "" - -#: ../../content/applications/sales/rental.rst:53 -msgid "3 days: $250" +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." msgstr "" #: ../../content/applications/sales/rental.rst:54 -msgid "1 week: $500" +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "Резервування" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 +msgid "Only one price line is used." +msgstr "" + +#: ../../content/applications/sales/rental.rst:125 +msgid "The cheapest line is selected." +msgstr "" + +#: ../../content/applications/sales/rental.rst:128 +msgid "Consider the following rental pricing configuration for a product:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:130 +msgid "1 day: $100" +msgstr "" + +#: ../../content/applications/sales/rental.rst:131 +msgid "3 days: $250" +msgstr "" + +#: ../../content/applications/sales/rental.rst:132 +msgid "1 week: $500" +msgstr "" + +#: ../../content/applications/sales/rental.rst:134 +msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" msgstr "" -#: ../../content/applications/sales/rental.rst:96 +#: ../../content/applications/sales/rental.rst:252 msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." msgstr "" #: ../../content/applications/sales/sales.rst:10 @@ -7154,285 +7610,339 @@ msgid "Amazon Connector" msgstr "Конектор Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" +msgid "Amazon Connector features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" +msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" +msgid "The Amazon Connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" +msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" +msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" +msgid "gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "**Shipping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "Сплати" - #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "**Gift Wrapping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" +msgid "Synchronize unshipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" +msgid "**Shipping**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "**Gift Wrapping**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" +msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" +msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -7445,121 +7955,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" @@ -7788,7 +8382,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "" @@ -7843,166 +8436,1267 @@ msgstr "" msgid "eBay Connector" msgstr "конектор eBay " +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "Як впорядкувати товари?" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" -msgstr "Список без змін" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 +msgid "" +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" -"Для того, щоби вказати товар, потрібно перевірити поле **використання eBay**" -" на формі товару. Вкладка eBay буде доступна." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" -"Коли позначено поле **Використовувати залишки товарів на складі**, " -"кількість, встановлена в eBay, буде **Прогноз Кількості** Odoo." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -"**Шаблон Опису** дозволяє вам використовувати шаблони для ваших записів. " -"Шаблон за замовчуванням використовує лише поле **опису eBay** у товарі. Ви " -"можете використовувати HTML у **шаблоні опису** та в **описі eBay**." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -"Щоб використовувати фотографії у вашому списку, потрібно додати їх як " -"**Прикріплення** у шаблон товару." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "Список з варіаціями" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" -msgstr "Список з елементами специфікації" +msgid "Listing without variation" +msgstr "Список без змін" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -"Щоб додати специфікацію до елементу, потрібно створити атрибут товару з " -"одним значенням на вкладці **Варіанти** форми товару." -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" -msgstr "Ідентифікатори товару" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "Список з варіаціями" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "Список з елементами специфікації" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" -msgstr "Як налаштувати eBay в Odoo?" +msgid "eBay connector setup" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" -msgstr "Створіть токени eBay" +msgid "Overview" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" -"Щоб створити свої токени, потрібно створити обліковий запис розробника на " -"`порталі розробника `_. Після входу в " -"систему ви можете створити **Тестовий режим** та **Робочий режим** " -"натиснувши відповідні кнопки." - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." -msgstr "" -"Після створення режимів ви можете отримати Токен користувача. Для цього " -"натисніть посилання **Отримати токен користувача** в нижній частині " -"сторінки. Перейдіть за формою, увійдіть у свій обліковий запис eBay, і ви " -"отримаєте ключі та токен, необхідні для налаштування модуля в Odoo." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" -msgstr "Встановлення токенів у Odoo?" +msgid "eBay - Odoo linked fields" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" -"Щоб налаштувати інтеграцію eBay, перейдіть до :menuselection:`Продажі --> " -"Налаштування --> Налаштування`." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" msgstr "" -"Спочатку визначтеся, чи хочете ви використати товар або сайти eBay. Потім " -"заповніть поля **Ключ розробника**, **Токен**, **Ключ додатка** та **Ключ " -"сертифіката**. Застосуйте зміни." + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" +msgstr "Підзаголовок" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" -"Після перезавантаження сторінки потрібно синхронізувати інформацію з eBay. " -"Натисніть на **Синхронізувати країни та валюти**, тоді ви можете заповнити " -"всі інші поля." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" -"Коли всі поля заповнені, ви можете синхронізувати категорії та політики, " -"натиснувши відповідні кнопки." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 -msgid "Accept account deletion notifications" +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "Тривалість" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "Країна" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "Токен" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "Токен користувача" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 +msgid "Accept account deletion notifications" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -8010,154 +9704,181 @@ msgid "" "request and take further action if necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "Метод виставлення рахунку" @@ -11071,12 +12792,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "Налаштування" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -12248,313 +13963,767 @@ msgid "Manage your products" msgstr "Керуйте вашими товарами" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" +msgid "Import products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "Як налаштувати файл" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -"Встановіть унікальний ID для кожного окремого запису, перетягнувши " -"послідовність ID." -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." -msgstr "Пов'язані поля імпорту (див. Нижче)." - #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" -msgstr "Як імпортувати пов'язані поля" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" +msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 -msgid "" -"Go to the `Google Cloud Platform API & Services " -"`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"Go to the `Google Cloud Platform API & Services " +"`_ page to generate Google Custom " +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 +msgid "" +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" +msgid "API & Services page on Google Cloud Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" +msgid "The API key created pop-up window that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." -msgstr "Увімкніть API." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 +msgid "" +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 -msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -13676,7 +15845,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -13807,7 +15976,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -13824,7 +15993,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -13855,7 +16024,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -13876,7 +16045,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -14702,41 +16871,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -14744,12 +16891,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -14758,37 +16910,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -14797,25 +16986,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -14823,19 +17008,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -14844,13 +17029,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -14858,24 +17043,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -14883,7 +17068,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -14894,7 +17079,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -14902,136 +17087,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "Використовуйте шаблони комерційної пропозиції" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -15041,7 +17153,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -15052,6 +17164,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Підписки" @@ -15314,25 +17447,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr "" @@ -16067,113 +18200,140 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" +msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 @@ -16375,114 +18535,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" +msgid "Activation of the discount option in Odoo Sales." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 +#: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" diff --git a/locale/uk/LC_MESSAGES/websites.po b/locale/uk/LC_MESSAGES/websites.po index eeadad831..97cba4fcc 100644 --- a/locale/uk/LC_MESSAGES/websites.po +++ b/locale/uk/LC_MESSAGES/websites.po @@ -6,17 +6,17 @@ # Translators: # Zoriana Zaiats, 2023 # Martin Trigaux, 2023 -# Wil Odoo, 2023 # Alina Lisnenko , 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Alina Lisnenko , 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -28,6 +28,278 @@ msgstr "" msgid "Websites" msgstr "Веб-сайти" +#: ../../content/applications/websites/blog.rst:3 +msgid "Blog" +msgstr "Блог" + +#: ../../content/applications/websites/blog.rst:5 +msgid "" +"**Odoo Blog** allows you to create and manage blog posts on your website to " +"engage your audience and build a community." +msgstr "" + +#: ../../content/applications/websites/blog.rst:9 +msgid "" +"If the Blog module is not yet installed, click :guilabel:`+New` on the " +"website builder, select :guilabel:`Blog Post`, and click " +":guilabel:`Install`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:13 +msgid "Creating a blog" +msgstr "" + +#: ../../content/applications/websites/blog.rst:15 +msgid "" +"To create or edit a blog, go to :menuselection:`Website --> Configuration " +"--> Blogs: Blogs`. Click :guilabel:`New`, and enter the :guilabel:`Blog " +"Name` and the :guilabel:`Blog Subtitle`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:18 +msgid "" +"The :guilabel:`Blog` menu item is added to your website's menu the first " +"time you create a blog and gathers all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:22 +msgid "Adding a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:24 +msgid "" +"Go to your website, click :guilabel:`+New` in the top-right corner, and " +"select :guilabel:`Blog Post`. In the pop-up, **select the blog** where the " +"post should appear, write the post's :guilabel:`Title`, and " +":guilabel:`Save`. You can then write the post's content and customize the " +"page using the website builder." +msgstr "" + +#: ../../content/applications/websites/blog.rst:30 +msgid "" +"Illustrate your articles with copyright-free images from :doc:`Unsplash " +"`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:32 +msgid "Type `/` in the text editor to format and add elements to your text." +msgstr "" + +#: ../../content/applications/websites/blog.rst:35 +msgid "" +"Don't forget to toggle the :guilabel:`Unpublished` switch in the top-right " +"corner to publish your post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:39 +msgid "Using tags" +msgstr "" + +#: ../../content/applications/websites/blog.rst:41 +msgid "" +"Tags let visitors filter all posts sharing the same tag. By default, they " +"are displayed at the bottom of posts, but can also be displayed on the " +"blog's main page. To do so, click :menuselection:`Edit --> Customize` and " +"enable the :guilabel:`Sidebar`. By default, the sidebar's :guilabel:`Tags " +"List` is enabled." +msgstr "" + +#: ../../content/applications/websites/blog.rst:46 +msgid "" +"To create a tag, go to :menuselection:`Website --> Configuration --> Blogs: " +"Tags` and click :guilabel:`New`. Fill in the:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:49 +msgid ":guilabel:`Name`" +msgstr "" + +#: ../../content/applications/websites/blog.rst:50 +msgid "" +":guilabel:`Category`: tag categories let you group tags displayed on the " +"sidebar by theme." +msgstr "" + +#: ../../content/applications/websites/blog.rst:51 +msgid "" +":guilabel:`Used in`: to apply the tag to existing blog posts, click " +":guilabel:`Add a line`, select the posts, and click :guilabel:`Select`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:54 +msgid "" +"You can add and create tags directly from posts by clicking " +":menuselection:`Edit --> Customize` and select the post's cover. Under " +":guilabel:`Tags`, click :guilabel:`Choose a record...`, and select or create" +" a tag." +msgstr "" + +#: ../../content/applications/websites/blog.rst-1 +msgid "Adding a tag to a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:62 +msgid "" +"To manage tag categories, go to :menuselection:`Website --> Configuration " +"--> Blogs: Tag Categories`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:66 +msgid "Customizing blog homepages" +msgstr "" + +#: ../../content/applications/websites/blog.rst:68 +msgid "" +"Customize the content of blog homepages by opening a blog homepage and " +"clicking :menuselection:`Edit --> Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:72 +msgid "Settings apply to **all** blogs homepages." +msgstr "" + +#: ../../content/applications/websites/blog.rst:74 +msgid "" +":guilabel:`Top Banner`: :guilabel:`Name/Latest Post` displays the title of " +"the latest post on the top banner, while :guilabel:`Drop Zone for Building " +"Blocks` removes the top banner and lets you use any building block instead." +msgstr "" + +#: ../../content/applications/websites/blog.rst:78 +msgid "" +":guilabel:`Layout`: organizes posts as a :guilabel:`Grid` or " +":guilabel:`List`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:80 +msgid ":guilabel:`Cards`: adds a *card* effect." +msgstr "" + +#: ../../content/applications/websites/blog.rst:81 +msgid ":guilabel:`Increase Readability`: improves the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:83 +msgid "" +":guilabel:`Sidebar`: displays a sidebar containing an :guilabel:`About us` " +"section." +msgstr "" + +#: ../../content/applications/websites/blog.rst:85 +msgid "" +":guilabel:`Archives`: allows visitors to select a month and filter all posts" +" created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:87 +msgid "" +":guilabel:`Follow Us`: displays links to your social media networks. They " +"can be configured using the Social Media building block somewhere on your " +"website." +msgstr "" + +#: ../../content/applications/websites/blog.rst:89 +msgid "" +":guilabel:`Tags List`: displays all tags related to a blog. Visitors can " +"select a tag to filter all related posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:92 +msgid "" +":guilabel:`Posts List`: :guilabel:`Cover` displays the posts' images, and " +":guilabel:`No Cover` hides them." +msgstr "" + +#: ../../content/applications/websites/blog.rst:95 +msgid ":guilabel:`Author`: displays the posts' authors." +msgstr "" + +#: ../../content/applications/websites/blog.rst:96 +msgid "" +":guilabel:`Comments/Views Stats`: displays the posts' number of comments and" +" views." +msgstr "" + +#: ../../content/applications/websites/blog.rst:97 +msgid "" +":guilabel:`Teaser & Tags`: displays the posts' first sentences and tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:100 +msgid "Customizing blog posts" +msgstr "" + +#: ../../content/applications/websites/blog.rst:102 +msgid "" +"Customize posts by opening a blog post and clicking :menuselection:`Edit -->" +" Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:105 +msgid "Settings apply to **all** posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:107 +msgid "" +":guilabel:`Layout`: :guilabel:`Title Inside Cover` displays the title inside" +" the cover image, and :guilabel:`Title above Cover` displays it above." +msgstr "" + +#: ../../content/applications/websites/blog.rst:110 +msgid ":guilabel:`Increase Readability`: increases the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:112 +msgid "" +":guilabel:`Sidebar`: displays the :guilabel:`Sidebar` and additional " +"options:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:114 +msgid "" +":guilabel:`Archive`: allows visitors to select a month and filter all posts " +"created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:116 +msgid ":guilabel:`Author`: displays the post's author and creation date." +msgstr "" + +#: ../../content/applications/websites/blog.rst:117 +msgid ":guilabel:`Blog List`: displays links to all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:118 +msgid "" +":guilabel:`Share Links`: displays share buttons to several social networks." +msgstr "" + +#: ../../content/applications/websites/blog.rst:119 +msgid ":guilabel:`Tags`: displays the post's tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:121 +msgid ":guilabel:`Breadcrumb`: displays the path to the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:123 +msgid "" +":guilabel:`Bottom`: :guilabel:`Next Article` displays the next post at the " +"bottom, and :guilabel:`Comments` enable visitors to comment on the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:126 +msgid "" +":guilabel:`Select To Tweet`: visitors are offered to tweet the text they " +"select." +msgstr "" + +#: ../../content/applications/websites/blog.rst:129 +msgid "" +"Use :ref:`Plausible ` to keep track of the " +"traffic on your blog." +msgstr "" + #: ../../content/applications/websites/ecommerce.rst:8 msgid "eCommerce" msgstr "Електронна комерція" @@ -4135,22 +4407,21 @@ msgid "" "In order to track the geographical location of visitors, :guilabel:`GeoIP` " "must be installed on the database. While this feature is installed by " "default on *Odoo Online*, *On-Premise* databases will require additional " -":doc:`setup steps `." +":doc:`setup steps `." msgstr "" -#: ../../content/applications/websites/livechat.rst:191 +#: ../../content/applications/websites/livechat.rst:190 msgid "Widget" msgstr "Віджет" -#: ../../content/applications/websites/livechat.rst:193 +#: ../../content/applications/websites/livechat.rst:192 msgid "" "The :guilabel:`Widget` tab on the live chat channel details form provides " "the shortcode for an embeddable website widget. This code can be added to a " "website to provide access to a live chat window." msgstr "" -#: ../../content/applications/websites/livechat.rst:197 +#: ../../content/applications/websites/livechat.rst:196 msgid "" "The live chat widget can be added to websites created through Odoo by " "navigating to the :menuselection:`Website --> Configuration --> Settings`. " @@ -4158,14 +4429,14 @@ msgid "" "add to the site. Click :guilabel:`Save` to apply." msgstr "" -#: ../../content/applications/websites/livechat.rst:201 +#: ../../content/applications/websites/livechat.rst:200 msgid "" "To add the widget to a website created on a third-party platform, click the " "first :guilabel:`COPY` button on the :guilabel:`Widget` tab and paste the " "code into the `` tag on the site." msgstr "" -#: ../../content/applications/websites/livechat.rst:204 +#: ../../content/applications/websites/livechat.rst:203 msgid "" "Likewise, to send a live chat session to a customer, click the second " ":guilabel:`COPY` button on the :guilabel:`Widget` tab. This link can be sent" @@ -4177,29 +4448,29 @@ msgstr "" msgid "View of the widget tab for Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat.rst:213 +#: ../../content/applications/websites/livechat.rst:212 msgid "Participate in a conversation" msgstr "" -#: ../../content/applications/websites/livechat.rst:215 +#: ../../content/applications/websites/livechat.rst:214 msgid "" "As explained above, *operators* are the users who will respond to live chat " "requests from customers. The information below outlines the necessary steps " "for operators participating in live chat conversations on an Odoo database." msgstr "" -#: ../../content/applications/websites/livechat.rst:220 +#: ../../content/applications/websites/livechat.rst:219 msgid "Set an online chat name" msgstr "" -#: ../../content/applications/websites/livechat.rst:222 +#: ../../content/applications/websites/livechat.rst:221 msgid "" "Before participating in a live chat, operators should update their *Online " "Chat Name*. This is the name that will be displayed to site visitors in the " "live chat conversation." msgstr "" -#: ../../content/applications/websites/livechat.rst:225 +#: ../../content/applications/websites/livechat.rst:224 msgid "" "To update the :guilabel:`Online Chat Name`, click on the user name in the " "upper-right corner of any page in the database. Select :guilabel:`My " @@ -4212,13 +4483,13 @@ msgstr "" msgid "View of the My Profile option in Odoo." msgstr "" -#: ../../content/applications/websites/livechat.rst:234 +#: ../../content/applications/websites/livechat.rst:233 msgid "" "If a users :guilabel:`Online Chat Name` is not set, the name displayed will " "default to the :guilabel:`User Name`." msgstr "" -#: ../../content/applications/websites/livechat.rst:238 +#: ../../content/applications/websites/livechat.rst:237 msgid "" "A user has their full name as their :guilabel:`User Name`, but they do not " "want to include their last name in a live chat conversation. They would then" @@ -4229,18 +4500,18 @@ msgstr "" msgid "View of user profile in Odoo, emphasizing the Online Chat name field." msgstr "" -#: ../../content/applications/websites/livechat.rst:247 +#: ../../content/applications/websites/livechat.rst:246 msgid "Join or leave a channel" msgstr "" -#: ../../content/applications/websites/livechat.rst:249 +#: ../../content/applications/websites/livechat.rst:248 msgid "" "To join a live chat channel, go to the :menuselection:`Live Chat` app and " "click the :guilabel:`JOIN` button on the kanban card for the appropriate " "channel." msgstr "" -#: ../../content/applications/websites/livechat.rst:252 +#: ../../content/applications/websites/livechat.rst:251 msgid "" "Any channel where the user is currently active will show a :guilabel:`LEAVE`" " button. Click this button to disconnect from the channel." @@ -4251,18 +4522,18 @@ msgid "" "View of a channel form and the option to join a channel for Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat.rst:260 +#: ../../content/applications/websites/livechat.rst:259 msgid "" "*Operators* that do not show any activity in Odoo for more than thirty " "minutes will be considered disconnected, and subsequently removed from the " "channel." msgstr "" -#: ../../content/applications/websites/livechat.rst:264 +#: ../../content/applications/websites/livechat.rst:263 msgid "Manage live chat requests" msgstr "" -#: ../../content/applications/websites/livechat.rst:266 +#: ../../content/applications/websites/livechat.rst:265 msgid "" "When an operator is active in a channel, chat windows will open in the " "bottom right corner of the screen, no matter where they are in the database." @@ -4270,7 +4541,7 @@ msgid "" "location." msgstr "" -#: ../../content/applications/websites/livechat.rst:271 +#: ../../content/applications/websites/livechat.rst:270 msgid "" "Conversations can also be accessed by clicking the :guilabel:`Conversations`" " icon in the menu bar." @@ -4280,7 +4551,7 @@ msgstr "" msgid "View of the menu bar in Odoo emphasizing the conversations icon." msgstr "" -#: ../../content/applications/websites/livechat.rst:278 +#: ../../content/applications/websites/livechat.rst:277 msgid "" "Live chat conversations can also be viewed by navigating to " ":menuselection:`Dashboard --> Discuss`. New conversations will appear in " @@ -4293,20 +4564,20 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/websites/livechat.rst:285 +#: ../../content/applications/websites/livechat.rst:284 msgid "" "Click on a conversation in the left panel to select it. This will open the " "conversation. From this view, an operator can participate in the chat the " "same as they would in the normal chat window." msgstr "" -#: ../../content/applications/websites/livechat.rst:289 +#: ../../content/applications/websites/livechat.rst:288 msgid "" ":doc:`Get Started with Discuss " "`" msgstr "" -#: ../../content/applications/websites/livechat.rst:290 +#: ../../content/applications/websites/livechat.rst:289 msgid ":doc:`/applications/websites/livechat/responses`" msgstr "" @@ -5342,6 +5613,123 @@ msgid "" "beautiful websites that convert visitors into leads or revenues." msgstr "" +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:3 +msgid "Address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:5 +msgid "" +"You can use the Google Places API on your website to ensure that your users'" +" delivery addresses exist and are understood by the carrier. The Google " +"Places API allows developers to access detailed information about places " +"using HTTP requests. The autocompletion predicts a list of places when the " +"user starts typing the address." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Address autocomplete example" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:13 +msgid "" +"`Google Maps Platform `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:14 +msgid "" +"`Google Developers Documentation: Google Places API " +"`_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:18 +msgid "" +"To do so, go to :menuselection:`Website --> Configuration --> Settings` and " +"enable :guilabel:`Address Autocomplete` in the :guilabel:`SEO` section." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Enable address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:24 +msgid "" +"Insert your :guilabel:`Google Places API key` in the :guilabel:`API Key` " +"field. If you don't have one, create yours on the `Google Cloud Console " +"`_ and follow these steps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:28 +msgid "Step 1: Enable the Google Places API" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:30 +msgid "**Create a New Project:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:32 +msgid "" +"To enable the **Google Places API**, you first need to create a project. To " +"do so, click :guilabel:`Select a project` in the top left corner, " +":guilabel:`New Project`, and follow the prompts to set up your project." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:34 +msgid "**Enable the Google Places API:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:36 +msgid "" +"Go to the :guilabel:`Enabled APIs & Services` and click :guilabel:`+ ENABLE " +"APIS AND SERVICES.` Search for :guilabel:`\"Places API\"` and select it. " +"Click on the :guilabel:`\"Enable\"` button." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:39 +msgid "" +"Google's pricing depends on the number of requests and their complexity." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:42 +msgid "Step 2: Create API Credentials" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:44 +msgid "" +"Go to `APIs & Services --> Credentials " +"`_." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:46 +msgid "**Create credentials:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:48 +msgid "" +"To create your credentials, go to :guilabel:`Credentials`, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:50 +msgid "Restrict the API Key (Optional)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:52 +msgid "" +"For security purposes, you can restrict the usage of your API key. You can " +"go to the :guilabel:`API restrictions` section to specify which APIs your " +"key can access. For the Google Places API, you can restrict it to only allow" +" requests from specific websites or apps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:57 +msgid "Save Your API Key: Copy your API key and securely store it." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:58 +msgid "Do not share it publicly or expose it in client-side code." +msgstr "" + #: ../../content/applications/websites/website/configuration/cookies_bar.rst:3 msgid "Cookies bar" msgstr "" @@ -5764,101 +6152,6 @@ msgid "" "and select :guilabel:`Group by --> Website`." msgstr "" -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:3 -msgid "Geo IP Installation (On-Premises Database)" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:6 -msgid "Installation" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:8 -msgid "" -"Download both the GeoLite2 City and Country `databases " -"`_. You should end up with " -"two files called :file:`GeoLite2-City.mmdb` and " -":file:`GeoLite2-Country.mmdb`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:12 -msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:19 -msgid "Restart the server" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:22 -msgid "" -"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," -" use the :option:`--geoip-city-db ` and " -":option:`--geoip-country-db ` options of the " -"Odoo command line interface. These options take the absolute path to the " -"GeoIP database file and use it as the GeoIP database. For example:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:33 -msgid ":doc:`CLI documentation `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:36 -msgid "Test GeoIP Geolocation In Odoo Website" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:38 -msgid "" -"Edit a web page to include some geo-ip information such as the country name " -"of the current request IP address. To do so:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:41 -msgid "Go to your website. Open the web page that you want to test ``GeoIP``." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:42 -msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:43 -msgid "Add the following piece of XML in the page :" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:49 -msgid "Save and refresh the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:51 -msgid "" -"Geo-ip is working if you read your country name displayed in bold in the " -"middle of the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:53 -msgid "" -"In case you read \"**geoip failure**\" instead then the geolocalization " -"failed. The common causes are:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:55 -msgid "" -"The browsing IP address is the localhost (``127.0.0.1``) or a local area " -"network one. If you don't know, you can access your website using mobile " -"data." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:57 -msgid "" -"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " -"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:59 -msgid "" -"The GeoIP database is corrupt, missing or unaccessible. In such case a " -"warning was logged in the server logs." -msgstr "" - #: ../../content/applications/websites/website/configuration/spam_protection.rst:3 msgid "Forms spam protection" msgstr "" diff --git a/locale/vi/LC_MESSAGES/finance.po b/locale/vi/LC_MESSAGES/finance.po index 2ba7f856b..77fd677d7 100644 --- a/locale/vi/LC_MESSAGES/finance.po +++ b/locale/vi/LC_MESSAGES/finance.po @@ -17,7 +17,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Wil Odoo, 2023\n" "Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n" @@ -174,7 +174,9 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "Báo cáo" @@ -186,7 +188,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -368,34 +370,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -536,8 +538,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -548,28 +550,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -966,9 +973,9 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 @@ -1820,7 +1827,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "" @@ -2598,10 +2605,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "" @@ -2617,10 +2622,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2629,10 +2632,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2668,8 +2669,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -2687,6 +2688,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -2702,7 +2709,7 @@ msgstr "Bán hàng" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -2877,7 +2884,7 @@ msgid ":doc:`payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr "" @@ -3476,350 +3483,407 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "Khoá học tiên quyết" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" +msgid "" +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" +msgid "Deferred revenue report" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "Tạo mới" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "Đối tượng doanh thu trả trước" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 +msgid "" +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 @@ -3976,7 +4040,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4048,48 +4112,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4099,26 +4227,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "" @@ -4298,22 +4614,48 @@ msgstr "" msgid ":doc:`../reporting/intrastat`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 -msgid "Define an Incoterm" +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +msgid "Define an Incoterm" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 -msgid "Default Incoterm configuration" +msgid "Incoterm location" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 +msgid "Default Incoterm configuration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 +msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " ":menuselection:`Accounting/Invoicing --> Configuration --> Settings`, scroll" @@ -5276,6 +5618,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "Hệ thống tài khoản" @@ -6373,7 +6716,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -6486,11 +6829,12 @@ msgstr "Loại tài khoản" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "Bảng cân đối kế toán" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "Tài sản" @@ -6595,70 +6939,64 @@ msgstr "Khác" msgid "Off-Balance Sheet" msgstr "Ngoài bảng cân đối" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "Thẻ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "Nhóm tài khoản" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -6668,17 +7006,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -6692,7 +7030,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -6703,17 +7041,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -6721,7 +7059,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -6732,11 +7070,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "Ngừng sử dụng" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -6744,29 +7082,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7301,7 +7639,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -7528,22 +7866,23 @@ msgstr "Thanh toán" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 @@ -7551,9 +7890,6 @@ msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -7569,174 +7905,195 @@ msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:39 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" +msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -7780,11 +8137,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -7796,7 +8153,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -7806,17 +8163,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -7829,13 +8186,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr "" @@ -8545,253 +8902,91 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -8978,69 +9173,75 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " "module is required to print U.S. checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "Hợp chủng quốc Hoa Kỳ" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -9048,11 +9249,11 @@ msgid "" " :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -9060,7 +9261,7 @@ msgid "" "reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -11292,6 +11493,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "Khoá học tiên quyết" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "Định kỳ khai thuế" @@ -11433,7 +11639,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" @@ -11689,9 +11895,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11701,10 +11908,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11713,444 +11920,458 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" +msgid "Activate sales taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "Tên thuế" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "Tính thuế" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " ":ref:`affects the base of the subsequent ones `." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "Thuế" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "Tổng" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:102 +msgid "" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "1,100.00" +msgstr "" + #: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" +msgid "**Percentage of Price Tax Included**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 -msgid "1,100.00" +msgid "111.11" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:127 +msgid "1,111.11" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:130 -msgid "**Percentage of Price Tax Included**" +msgid "**Python code**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:132 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:138 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "1,111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "Đang hoạt động" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "Phạm vi thuế" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:177 -msgid "Definition tab" +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:179 +msgid "Definition tab" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "Nhãn thuế trên hóa đơn" - #: ../../content/applications/finance/accounting/taxes.rst:204 +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" +msgid "The label on invoices is displayed on each invoice line" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "Nhóm thuế" +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:216 +#: ../../content/applications/finance/accounting/taxes.rst:217 msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "Bao gồm trong giá vốn phân tích" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "Bao gồm trong giá" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "Ảnh hưởng cơ sở tính thuế kế tiếp" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -12161,15 +12382,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr "" @@ -12262,6 +12487,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -13000,78 +13226,55 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 @@ -13080,13 +13283,20 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr "" @@ -13161,7 +13371,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "" @@ -13180,6 +13390,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -13409,6 +13623,12 @@ msgstr "Số dư giảm dần" msgid "Declining Then Straight Line" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -13419,6 +13639,13 @@ msgstr "" msgid "Configure an Assets Account" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "" @@ -13429,12 +13656,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "" @@ -13448,12 +13673,10 @@ msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -13469,18 +13692,29 @@ msgid "" "automation>` for these products." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " "click on the account, and select the right one." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "Tạo mới" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -13516,6 +13750,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -13697,6 +13935,13 @@ msgid "" "with the right asset account." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "" @@ -13716,6 +13961,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -13741,243 +13990,189 @@ msgid "" "account`)." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" +msgid "Deferred expenses" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "Đối tượng chi phí trả trước" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 -msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 -msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 @@ -14225,8 +14420,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -14283,6 +14478,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -16619,7 +16816,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "" @@ -16702,7 +16899,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "" @@ -16869,7 +17066,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "" @@ -17934,29 +18131,1654 @@ msgstr "" msgid "Australia" msgstr "Úc" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "Employment Hero cho Bảng lương của Úc" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "Mua hàng" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "Bảng lương" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "Employment Hero cho Bảng lương của Úc" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -17969,7 +19791,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -17979,13 +19801,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -17995,15 +19820,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -18016,20 +19841,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -18039,7 +19864,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -18135,7 +19960,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -18153,22 +19978,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -18229,7 +20054,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -18335,12 +20160,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -18440,10 +20259,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -18686,12 +20501,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Hóa đơn điện tử" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -18700,38 +20884,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -18739,7 +20923,7 @@ msgid "" "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -18747,76 +20931,76 @@ msgid "" "`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "Certified" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -18824,52 +21008,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -18878,7 +21062,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -18886,17 +21070,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -18905,7 +21089,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -18953,7 +21137,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -18968,25 +21152,25 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "Hộp IoT" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -18994,19 +21178,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -19018,7 +21202,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -19026,17 +21210,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -19584,10 +21768,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -19763,7 +21943,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -19994,7 +22174,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -20024,7 +22204,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -20039,12 +22219,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -20057,24 +22235,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -20082,110 +22253,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -20193,11 +22364,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -20206,15 +22377,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -20222,11 +22393,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -20236,50 +22407,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -20290,29 +22461,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -20320,19 +22491,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "Chứng chỉ" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -20340,24 +22511,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -20368,13 +22539,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -20383,12 +22554,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -20396,43 +22567,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -20442,13 +22613,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -20459,56 +22630,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -20516,32 +22687,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -20550,7 +22721,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -20558,7 +22729,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -20566,11 +22737,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -20579,7 +22750,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -20588,14 +22759,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -20603,11 +22774,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -20618,14 +22789,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -20633,60 +22804,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "Tài khoản chuyển" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "Tỷ giá hối đoái" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -20698,11 +22869,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -20715,32 +22886,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -20750,7 +22921,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -20763,7 +22934,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -20774,7 +22945,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -20787,7 +22958,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -20798,26 +22969,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -20826,21 +22997,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "" @@ -20848,11 +23019,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -20866,14 +23037,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -20884,36 +23055,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -20921,11 +23092,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -20938,12 +23109,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -21035,34 +23206,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -21077,16 +23248,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -21100,11 +23271,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -21118,7 +23289,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -21128,17 +23299,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -21152,23 +23323,23 @@ msgid "" "code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -21179,7 +23350,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -21189,16 +23360,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -21210,55 +23381,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -21270,11 +23441,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -21289,7 +23460,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -21297,12 +23468,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21310,7 +23481,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21318,14 +23489,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21335,46 +23506,46 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -21385,13 +23556,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -21402,7 +23573,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -21412,18 +23583,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -21432,7 +23603,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -21440,7 +23611,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -21450,7 +23621,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -21458,18 +23629,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21477,7 +23648,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21487,7 +23658,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -21501,7 +23672,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -21515,7 +23686,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -21525,11 +23696,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -21539,7 +23710,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -21547,18 +23718,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21566,13 +23737,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21582,14 +23753,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -21597,11 +23768,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -21612,11 +23783,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21628,11 +23799,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -21643,32 +23814,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -21681,20 +23852,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -21707,12 +23878,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -21723,7 +23894,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -21735,31 +23906,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -21771,31 +23942,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -21803,23 +23974,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -21827,7 +23998,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -21840,21 +24011,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -21865,17 +24036,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -21886,7 +24057,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -21894,11 +24065,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -21910,19 +24081,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -21934,18 +24105,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "Trả hàng" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -21957,7 +24128,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -21967,24 +24138,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -21992,7 +24163,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -22007,11 +24178,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -22020,13 +24191,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -22037,7 +24208,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -22048,7 +24219,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -24099,8 +26270,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" @@ -25615,7 +27786,6 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -31580,7 +33750,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -32174,13 +34344,11 @@ msgid "Spain" msgstr "Tây Ban Nha" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" +msgid "Spanish chart of accounts" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 @@ -32197,39 +34365,57 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 -msgid "Tax Report (Modelo 111)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 -msgid "Tax Report (Modelo 115)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +msgid "Tax Report (Modelo 111)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 +msgid "Tax Report (Modelo 115)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "Thụy Sĩ" @@ -32433,17 +34619,6 @@ msgstr "" msgid "TVA 7.7%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "Mua hàng" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -33113,10 +35288,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "Bảng lương" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -33580,6 +35751,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -33587,6 +35759,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -33611,7 +35784,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -34177,10 +36349,10 @@ msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -34599,8 +36771,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -35245,17 +37417,26 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -35752,30 +37933,37 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " "saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -36379,11 +38567,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "Mẫu" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -36392,7 +38593,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -36402,40 +38603,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "Qui tắc" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -36446,11 +38648,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -36459,28 +38661,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -36488,7 +38690,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -36496,7 +38698,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -36508,28 +38710,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -36538,7 +38740,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -36549,7 +38751,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -36557,11 +38759,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -36570,7 +38772,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -36581,76 +38783,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -36658,20 +38861,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -36679,33 +38882,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -36713,19 +38916,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -36735,7 +38938,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/vi/LC_MESSAGES/inventory_and_mrp.po b/locale/vi/LC_MESSAGES/inventory_and_mrp.po index 9fccd28bd..c1db8e362 100644 --- a/locale/vi/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/vi/LC_MESSAGES/inventory_and_mrp.po @@ -8,16 +8,16 @@ # Võ Văn Khoa, 2023 # Martin Trigaux, 2023 # Thi Huong Nguyen, 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -53,52 +53,269 @@ msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" +msgid "Apply inventory adjustments with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 @@ -998,6 +1215,9 @@ msgstr "Số LOT" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1027,6 +1247,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1337,141 +1558,661 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "Phiếu nhập kho" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "Phiếu xuất kho" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "Điều chuyển nội bộ" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" +msgid "Create and process transfers with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 @@ -2906,79 +3647,169 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" +msgid "Difference between lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "Đầu trang" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 -msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "Truy xuất nguồn gốc" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 @@ -3488,16 +4319,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3507,10 +4328,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3625,23 +4442,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3649,13 +4466,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3664,7 +4481,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3677,7 +4494,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3685,19 +4502,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3709,7 +4526,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3717,7 +4534,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3732,13 +4549,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -3747,51 +4564,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -3801,14 +4618,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -3816,7 +4633,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -3825,12 +4642,12 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -3842,7 +4659,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -3851,38 +4668,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -3892,7 +4709,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -3904,39 +4721,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -3944,7 +4761,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -3954,10 +4771,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -4480,6 +5295,11 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -4840,7 +5660,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "" @@ -6096,7 +6916,7 @@ msgstr "Nhận hàng trực tiếp (1 bước)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "" @@ -6111,7 +6931,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6173,11 +6993,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "Giao hàng trực tiếp (1 bước)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6186,7 +7006,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6197,7 +7017,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6208,12 +7028,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6223,7 +7043,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6559,49 +7379,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6615,7 +7443,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6624,7 +7452,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6633,7 +7461,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6644,7 +7472,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6657,11 +7485,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -6670,7 +7498,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -6685,11 +7513,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -6697,7 +7525,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8463,6 +9291,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "Quy trình các công việc" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -8596,6 +9591,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9128,6 +10124,624 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -9577,44 +11191,102 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "Dựa trên" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -9623,633 +11295,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" +msgstr "Vị trí gần nhất" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "" +msgid "Least Packages" +msgstr "Kiện hàng tối thiểu" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "Số lô & sê-ri" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "Kiện hàng" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "Vị trí gần nhất" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -10705,10 +11949,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "Kiện hàng" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12012,20 +13252,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12034,14 +13274,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -14922,8 +16162,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -14932,53 +16173,320 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 @@ -15574,10 +17082,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "Truy xuất nguồn gốc" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/vi/LC_MESSAGES/sales.po b/locale/vi/LC_MESSAGES/sales.po index 1feccd2b2..ddaa3c0c7 100644 --- a/locale/vi/LC_MESSAGES/sales.po +++ b/locale/vi/LC_MESSAGES/sales.po @@ -8,18 +8,17 @@ # Duy BQ , 2023 # Thi Huong Nguyen, 2023 # Hà Trần Thị Minh, 2023 -# Martin Trigaux, 2023 # Nancy Momoland , 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -62,19 +61,12 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -99,80 +91,200 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "Cấu hình" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 -msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 +msgid "" +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 @@ -482,6 +594,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Định giá" @@ -6906,14 +7019,16 @@ msgid "Rental" msgstr "Cho thuê" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" #: ../../content/applications/sales/rental.rst:11 @@ -6925,143 +7040,507 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "Giá cho thuê" +msgid "Dashboard" +msgstr "" -#: ../../content/applications/sales/rental.rst:22 +#: ../../content/applications/sales/rental.rst:19 msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" #: ../../content/applications/sales/rental.rst:37 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "Cài đặt" + +#: ../../content/applications/sales/rental.rst:39 msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." msgstr "" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "" - -#: ../../content/applications/sales/rental.rst:44 -msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:46 -msgid "Only one price line is used." -msgstr "" - -#: ../../content/applications/sales/rental.rst:47 -msgid "The cheapest line is selected." +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." msgstr "" #: ../../content/applications/sales/rental.rst:50 -msgid "Consider the following rental pricing configuration for a product:" +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." msgstr "" #: ../../content/applications/sales/rental.rst:52 -msgid "1 day: $100" -msgstr "" - -#: ../../content/applications/sales/rental.rst:53 -msgid "3 days: $250" +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." msgstr "" #: ../../content/applications/sales/rental.rst:54 -msgid "1 week: $500" +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "Dự trữ" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 +msgid "Only one price line is used." +msgstr "" + +#: ../../content/applications/sales/rental.rst:125 +msgid "The cheapest line is selected." +msgstr "" + +#: ../../content/applications/sales/rental.rst:128 +msgid "Consider the following rental pricing configuration for a product:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:130 +msgid "1 day: $100" +msgstr "" + +#: ../../content/applications/sales/rental.rst:131 +msgid "3 days: $250" +msgstr "" + +#: ../../content/applications/sales/rental.rst:132 +msgid "1 week: $500" +msgstr "" + +#: ../../content/applications/sales/rental.rst:134 +msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" msgstr "" -#: ../../content/applications/sales/rental.rst:96 +#: ../../content/applications/sales/rental.rst:252 msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." msgstr "" #: ../../content/applications/sales/sales.rst:10 @@ -7080,285 +7559,339 @@ msgid "Amazon Connector" msgstr "Kết nối Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" +msgid "Amazon Connector features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" +msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" +msgid "The Amazon Connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" +msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" +msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" +msgid "gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "**Shipping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "Lệ phí" - #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "**Gift Wrapping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" +msgid "Synchronize unshipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" +msgid "**Shipping**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "**Gift Wrapping**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" +msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" +msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -7371,121 +7904,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" @@ -7714,7 +8331,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "" @@ -7769,137 +8385,1267 @@ msgstr "" msgid "eBay Connector" msgstr "Kết nối eBay" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 +msgid "" +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" +msgid "Listing without variation" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" +msgid "eBay connector setup" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" +msgid "Overview" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" +msgid "eBay - Odoo linked fields" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" msgstr "" +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" +msgstr "Phụ đề" + #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 -msgid "Accept account deletion notifications" +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "Thời hạn" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "Quốc gia" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "Token" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "Mã token người dùng" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "Mã khoá của nhà phát triển" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 +msgid "Accept account deletion notifications" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -7907,154 +9653,181 @@ msgid "" "request and take further action if necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "" @@ -10968,12 +12741,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "Cài đặt" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -12145,311 +13912,767 @@ msgid "Manage your products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" +msgid "Import products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" +msgid "" +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 -msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" +msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 -msgid "" -"Go to the `Google Cloud Platform API & Services " -"`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"Go to the `Google Cloud Platform API & Services " +"`_ page to generate Google Custom " +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 +msgid "" +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" +msgid "API & Services page on Google Cloud Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" +msgid "The API key created pop-up window that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 +msgid "" +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 -msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -13571,7 +15794,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -13702,7 +15925,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -13719,7 +15942,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -13750,7 +15973,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -13771,7 +15994,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -14597,41 +16820,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -14639,12 +16840,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -14653,37 +16859,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -14692,25 +16935,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -14718,19 +16957,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -14739,13 +16978,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -14753,24 +16992,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -14778,7 +17017,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -14789,7 +17028,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -14797,136 +17036,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -14936,7 +17102,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -14947,6 +17113,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Đăng ký" @@ -15209,25 +17396,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr "" @@ -15962,113 +18149,140 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" +msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 @@ -16270,114 +18484,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" +msgid "Activation of the discount option in Odoo Sales." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 +#: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" diff --git a/locale/zh_CN/LC_MESSAGES/administration.po b/locale/zh_CN/LC_MESSAGES/administration.po index ceddf38a7..b617ca0d7 100644 --- a/locale/zh_CN/LC_MESSAGES/administration.po +++ b/locale/zh_CN/LC_MESSAGES/administration.po @@ -17,22 +17,22 @@ # Jeffery CHEN , 2023 # Emily Jia , 2023 # mrshelly , 2023 -# Datasource International , 2023 # Mandy Choy , 2023 # Wil Odoo, 2023 # lyper lai, 2023 # 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023 -# diaojiaolou <124412206@qq.com>, 2023 # Chloe Wang, 2024 +# diaojiaolou <124412206@qq.com>, 2024 +# Datasource International , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:55+0000\n" -"Last-Translator: Chloe Wang, 2024\n" +"Last-Translator: Datasource International , 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -498,6 +498,7 @@ msgstr "允许来自 192.168.1.x 网络的 tcp 连接" #: ../../content/administration/install/deploy.rst:100 msgid "in ``/etc/postgresql//main/pg_hba.conf`` set:" msgstr "" +"在 ``/etc/postgresql//main/pg_hba.conf`` set中：" #: ../../content/administration/install/deploy.rst:108 msgid "" @@ -1543,6 +1544,105 @@ msgid "" msgstr "" "如果您无权访问/管理电子邮件服务器，请使用 ：ref：'入站邮件'。" +#: ../../content/administration/install/geo_ip.rst:3 +msgid "Geo IP" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:6 +msgid "This documentation only applies to On-premise databases." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:9 +msgid "Installation" +msgstr "安装" + +#: ../../content/administration/install/geo_ip.rst:11 +msgid "" +"Download both the GeoLite2 City and Country `databases " +"`_. You should end up with " +"two files called :file:`GeoLite2-City.mmdb` and " +":file:`GeoLite2-Country.mmdb`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:15 +msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:22 +msgid "Restart the server" +msgstr "重启服务器" + +#: ../../content/administration/install/geo_ip.rst:25 +msgid "" +"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," +" use the :option:`--geoip-city-db ` and " +":option:`--geoip-country-db ` options of the " +"Odoo command line interface. These options take the absolute path to the " +"GeoIP database file and use it as the GeoIP database. For example:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:36 +msgid ":doc:`CLI documentation `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:39 +msgid "Test GeoIP geolocation in your Odoo website" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:41 +msgid "" +"Edit a web page to include some geo-ip information such as the country name " +"of the current request IP address. To do so:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:44 +msgid "Go to your website. Open the web page that you want to test ``GeoIP``." +msgstr "转到你的网站。打开要测试“GeoIP”的网页。" + +#: ../../content/administration/install/geo_ip.rst:45 +msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." +msgstr "选择 :menuselection:`自定义 --> HTML/CSS/JS编辑器`。" + +#: ../../content/administration/install/geo_ip.rst:46 +msgid "Add the following piece of XML in the page :" +msgstr "在页面添加以下XML：" + +#: ../../content/administration/install/geo_ip.rst:52 +msgid "Save and refresh the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:54 +msgid "" +"Geo-ip is working if you read your country name displayed in bold in the " +"middle of the page." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:56 +msgid "" +"In case you read \"**geoip failure**\" instead then the geolocalization " +"failed. The common causes are:" +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:58 +msgid "" +"The browsing IP address is the localhost (``127.0.0.1``) or a local area " +"network one. If you don't know, you can access your website using mobile " +"data." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:60 +msgid "" +"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " +"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." +msgstr "" + +#: ../../content/administration/install/geo_ip.rst:62 +msgid "" +"The GeoIP database is corrupt, missing or unaccessible. In such case a " +"warning was logged in the server logs." +msgstr "" + #: ../../content/administration/install/online.rst:3 msgid "Online" msgstr "线上" @@ -1569,8 +1669,8 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 #: ../../content/administration/maintain/supported_versions.rst:29 -#: ../../content/administration/upgrade.rst:92 -#: ../../content/administration/upgrade.rst:309 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "Odoo云端版本" @@ -2519,6 +2619,9 @@ msgid "" ":guilabel:`Users`. Personal accounts will only allow for :guilabel:`Users` " "to be added." msgstr "" +"在左侧边栏菜单中选择 :guilabel:`用户和组`。然后，点击 :guilabel:`(+) 添加用户/组`。根据账户，可以添加 " +":guilabel:` 组` 和 :guilabel:` 用户`，也可以只添加 :guilabel:`用户`。个人账户只允许添加 " +":guilabel:`用户`。" #: ../../content/administration/maintain/azure_oauth.rst:88 msgid "" @@ -2528,6 +2631,9 @@ msgid "" "users/groups, click :guilabel:`Select`, and then :guilabel:`Assign` them to " "the application." msgstr "" +"在 :guilabel:`用户` 或 :guilabel:`组` 下，单击 :guilabel:`未选择` 并添加将从 Odoo " +"中的:guilabel:`Microsoft 帐户`发送电子邮件的用户或用户组。 :guilabel:`Add` 用户/组，单击 " +":guilabel:`选择`，然后 :guilabel:`分配` 他们到应用程序。" #: ../../content/administration/maintain/azure_oauth.rst:94 msgid "Create credentials" @@ -2542,10 +2648,14 @@ msgid "" " :guilabel:`Application ID` is located under the :guilabel:`Display Name` in" " the :guilabel:`Essentials` overview of the app." msgstr "" +"现在 Microsoft Azure 应用程序已设置完毕，需要为 Odoo 设置创建凭证。其中包括 :guilabel:`客户 ID` 和 " +":guilabel:`客户密钥`。首先，可从应用程序的 :guilabel:`概览` 页面复制 :guilabel:`客户 " +"ID`。guilabel:`客户 ID` 或 :guilabel:`应用程序 ID` 位于应用程序 :guilabel:`要点` 概览中 " +":guilabel:`显示名称` 下方。" #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "Application/Client ID located in the Overview of the app." -msgstr "" +msgstr "应用程序/客户端 ID 位于应用程序概览中。" #: ../../content/administration/maintain/azure_oauth.rst:106 msgid "" @@ -2554,6 +2664,8 @@ msgid "" "menu. Then, a :guilabel:`Client Secret` needs to be produced. In order to do" " this, click on the :guilabel:`(+) New Client Secret` button." msgstr "" +"接下来，需要检索 :guilabel:`客户密钥值`。要获取该值，请单击左侧边栏菜单中的 :guilabel:`认证 & 密钥`。然后，需要生成 " +":guilabel:`客户密钥`。为此，请单击 :guilabel:`(+) 新客户密文` 按钮。" #: ../../content/administration/maintain/azure_oauth.rst:110 msgid "" @@ -2561,6 +2673,8 @@ msgid "" "client secret`. Under :guilabel:`Description`, type in `Odoo Fetchmail` or " "something recognizable, and then set the :guilabel:`expiration date`." msgstr "" +"右侧窗口会弹出一个标有 :guilabel:`添加客户密钥` 的按钮。在:guilabel:`描述`下，输入`Odoo Fetchmail` " +"或其他可识别的内容，然后设置:guilabel:`失效日期`。" #: ../../content/administration/maintain/azure_oauth.rst:115 msgid "" @@ -2569,6 +2683,7 @@ msgid "" "service, so the expiration date should be noted and set to the furthest " "possible date." msgstr "" +"如果第一个:guilabel:`客户密钥`过期，则需要制作和配置新的:guilabel:`客户密钥`。在此情况下，服务可能会中断，因此应注意过期日期，并将其设置为尽可能远的日期。" #: ../../content/administration/maintain/azure_oauth.rst:119 msgid "" @@ -2578,28 +2693,31 @@ msgid "" "Value` into a notepad as it will become encrypted after leaving this page. " "The :guilabel:`Secret ID` is not needed." msgstr "" +"输入这两个值后，点击 :guilabel:`添加`。将创建 :guilabel:`客户密钥值` 和 :guilabel:`密钥 ID`。请务必将 " +":guilabel:`值` 或 :guilabel:`客户密钥值` 复制到记事本中，因为离开此页面后它将被加密。不需要 :guilabel:`密钥 " +"ID`。" #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "Client Secret Value or Value in the app's credentials." -msgstr "" +msgstr "客户端密文值或应用程序凭证中的值。" #: ../../content/administration/maintain/azure_oauth.rst:128 msgid "" "After these steps, the following items should be ready to be set up in Odoo:" -msgstr "" +msgstr "完成这些步骤后，就可以在 Odoo 中设置以下项目了：" #: ../../content/administration/maintain/azure_oauth.rst:130 msgid "A client ID (:guilabel:`Client ID` or :guilabel:`Application ID`)" -msgstr "" +msgstr "客户端 ID（:guilabel:`客户端 ID` 或 :guilabel:` 应用程序 ID）" #: ../../content/administration/maintain/azure_oauth.rst:131 msgid "A client secret (:guilabel:`Value` or :guilabel:`Client Secret Value`)" -msgstr "" +msgstr "客户密钥（:guilabel:`值` 或 :guilabel:`客户密钥值`)" #: ../../content/administration/maintain/azure_oauth.rst:133 msgid "" "This completes the setup on the :guilabel:`Microsoft Azure Portal` side." -msgstr "" +msgstr "这样就完成了 :guilabel:`Microsoft Azure Portal` 侧的设置。" #: ../../content/administration/maintain/azure_oauth.rst:136 #: ../../content/administration/maintain/google_oauth.rst:111 @@ -2720,14 +2838,14 @@ msgstr "" #: ../../content/administration/maintain/azure_oauth.rst:194 msgid "Configuration with a single outgoing mail server" -msgstr "" +msgstr "使用单一外发邮件服务器配置" #: ../../content/administration/maintain/azure_oauth.rst:196 msgid "" "Configuring a single outgoing server is the simplest configuration available" " for Microsoft Azure and it doesn't require extensive access rights for the " "users in the database." -msgstr "" +msgstr "在 Microsoft Azure 中，配置单个外发服务器是最简单的配置，而且不需要为数据库中的用户设置广泛的访问权限。" #: ../../content/administration/maintain/azure_oauth.rst:199 msgid "" @@ -2739,13 +2857,16 @@ msgid "" "`{mail.default.from}@{mail.catchall.domain}` key combination in the system " "parameters." msgstr "" +"通用电子邮件地址将用于为数据库中的所有用户发送电子邮件。例如，它的结构可以是`通知`别名 (`notifications@example.com`) " +"或`联系人`别名 (`contact@example.com`)。该地址必须设置为服务器上的 :guilabel:`FROM " +"筛选器`。该地址还必须与系统参数中的`{mail.default.from}@{mail.catchall.domain}`关键组合相匹配。" #: ../../content/administration/maintain/azure_oauth.rst:206 #: ../../content/administration/maintain/azure_oauth.rst:247 msgid "" "For more information on the from filter visit: " ":ref:`email_communication/default`." -msgstr "" +msgstr "有关 from 筛选器的更多信息，请访问 :ref:`email_communication/default`。" #: ../../content/administration/maintain/azure_oauth.rst:209 #: ../../content/administration/maintain/azure_oauth.rst:254 @@ -2754,6 +2875,8 @@ msgid "" ":ref:`developer-mode` in the :menuselection:`Settings --> Technical --> " "Parameters --> System Parameters` menu." msgstr "" +"在 :menuselection:`设置 --> 技术 --> 参数 --> 系统参数` 菜单中激活 :ref:`开发者模式` 即可访问 " +":guilabel:`系统参数`。" #: ../../content/administration/maintain/azure_oauth.rst:212 msgid "" @@ -2762,39 +2885,40 @@ msgid "" "should be noted that the name of the sender will appear but their email " "address will change:" msgstr "" +"使用此配置时，从数据库发送的每封电子邮件都将使用配置的 `通知`邮箱地址。不过需要注意的是，发件人的姓名会显示出来，但其电子邮件地址会改变：" #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "Name from real sender with static email." -msgstr "" +msgstr "真实发件人的姓名和静态电子邮件。" #: ../../content/administration/maintain/azure_oauth.rst:221 msgid "Single outgoing mail server configuration:" -msgstr "" +msgstr "单一外发邮件服务器配置：" #: ../../content/administration/maintain/azure_oauth.rst:223 msgid "" "Outgoing mail server **username** (login) = `notifications@example.com`" -msgstr "" +msgstr "外发邮件服务器 **用户名**（登录） = `notifications@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:224 msgid "" "Outgoing mail server :guilabel:`FROM Filtering` = " "`notifications@example.com`" -msgstr "" +msgstr "外发邮件服务器 :guilabel:`FROM 筛选器` = `notifications@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:225 #: ../../content/administration/maintain/azure_oauth.rst:279 msgid "`mail.catchall.domain` in system parameters = `example.com`" -msgstr "" +msgstr "系统参数中的 \"mail.catchall.domain\"=\"example.com" #: ../../content/administration/maintain/azure_oauth.rst:226 #: ../../content/administration/maintain/azure_oauth.rst:280 msgid "`mail.default.from` in system parameters = `notifications`" -msgstr "" +msgstr "系统参数中的 `mail.default.from` = `notifications`" #: ../../content/administration/maintain/azure_oauth.rst:229 msgid "User-specific (multiple user) configuration" -msgstr "" +msgstr "用户特定（多用户）配置" #: ../../content/administration/maintain/azure_oauth.rst:231 msgid "" @@ -2803,6 +2927,8 @@ msgid "" ":guilabel:`FROM Filtering` on each individual server for this configuration " "to work." msgstr "" +"除通用电子邮件服务器外，还可为数据库中的用户设置单独的电子邮件服务器。这些电子邮件地址必须在每个单独服务器上设置为 :guilabel:`FROM " +"筛选器` 才能生效。" #: ../../content/administration/maintain/azure_oauth.rst:235 msgid "" @@ -2811,6 +2937,8 @@ msgid "" "to have access rights to settings in order to establish a connection to the " "email server." msgstr "" +"这种配置是 Microsoft Azure " +"两种配置中难度较大的一种，因为它要求所有配置了电子邮件服务器的用户都有访问设置的权限，才能建立与电子邮件服务器的连接。" #: ../../content/administration/maintain/azure_oauth.rst:240 #: ../../content/administration/odoo_sh/getting_started/branches.rst:480 @@ -2824,6 +2952,8 @@ msgid "" "server. In other words, only a user with an email address that matches the " "set :guilabel:`FROM Filtering` is able to use this server." msgstr "" +"每位用户都应设置独立的电子邮件服务器。应设置 :guilabel:`FROM 筛选器` " +"以便只从该服务器发送用户的电子邮件。换句话说，只有电子邮件地址符合 :guilabel:`FROM 筛选器` 设置的用户才能使用该服务器。" #: ../../content/administration/maintain/azure_oauth.rst:249 msgid "" @@ -2832,6 +2962,9 @@ msgid "" " for this server should have the value of the " "`{mail.default.from}@{mail.catchall.domain}`." msgstr "" +"必须设置 :ref:`后备服务器 `，以便发送 " +":guilabel:`notifications`。该服务器的 :guilabel:`FROM Filtering` " +"值应为`{mail.default.from}@{mail.catchall.domain}`。" #: ../../content/administration/maintain/azure_oauth.rst:258 msgid "" @@ -2840,29 +2973,31 @@ msgid "" "mass-mailing email server can remain empty, but it's require to be added in " "the settings of the *Email Marketing* application." msgstr "" +"该事务性电子邮件服务器的配置可与外发邮件群发服务器同时使用。邮件群发服务器的 :guilabel:`FROM Filtering` " +"可以保持为空，但需要在 *电子邮件市场营销* 应用程序的设置中添加。" #: ../../content/administration/maintain/azure_oauth.rst:263 msgid "" "For more information on setting the mass-mailing email server visit " ":ref:`email_communication/mass_mails`." -msgstr "" +msgstr "有关设置邮件群发服务器的更多信息，请访问 :ref:`email_communication/mass_mails`。" #: ../../content/administration/maintain/azure_oauth.rst:267 msgid "Multiple user outgoing mail server configuration:" -msgstr "" +msgstr "多用户外发邮件服务器配置：" #: ../../content/administration/maintain/azure_oauth.rst:270 msgid "User #1 mailbox" -msgstr "" +msgstr "用户 #1 邮箱" #: ../../content/administration/maintain/azure_oauth.rst:270 msgid "Outgoing mail server #1 **username** (login) = `john@example.com`" -msgstr "" +msgstr "外发邮件服务器 #1 **用户名**（登录） = `john@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:271 msgid "" "Outgoing mail server #1 :guilabel:`FROM Filtering` = `john@example.com`" -msgstr "" +msgstr "外发邮件服务器 #1 :guilabel:`FROM Filtering` = `john@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:273 msgid "User #2 mailbox" @@ -2976,12 +3111,14 @@ msgid "" "`Odoo Tutorials: Register a Free Domain Name " "`_" msgstr "" +"`Odoo 教程：注册免费域名 `_" #: ../../content/administration/maintain/domain_names.rst:27 msgid "" "`Odoo Quick Tips: Get a free domain name! " "`_" -msgstr "" +msgstr "`Odoo 提示： 获取免费域名！`_" #: ../../content/administration/maintain/domain_names.rst:32 msgid "About domain names" @@ -3020,7 +3157,7 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:51 msgid "Indexing of domain names by search engines" -msgstr "" +msgstr "搜索引擎对域名的索引" #: ../../content/administration/maintain/domain_names.rst:53 msgid "" @@ -3058,22 +3195,30 @@ msgid "" "registered with Odoo ` and for domain names managed" " by other providers." msgstr "" +"一些搜索引擎为网站管理员提供工具，如`Google Search Console `_和 `Bing Webmaster Tools " +"`_，帮助您分析和提高页面排名。要使用这些服务，您必须证明您是域名的所有者。验证域名所有权的一种方法是添加" +" DNS 记录。您可以为 :ref:` 在 Odoo <域名/odoo-manage>`注册的域名和由其他提供商管理的域名添加 DNS 记录。" #: ../../content/administration/maintain/domain_names.rst:74 msgid ":doc:`/applications/websites/website/pages/seo`" -msgstr "" +msgstr ":doc:`/applications/websites/website/pages/seo`" #: ../../content/administration/maintain/domain_names.rst:75 msgid "" "`Google Search Console Help - Verify your site ownership " "`_" msgstr "" +"`Google 搜索控制台帮助 - " +"验证您的网站所有权`_" #: ../../content/administration/maintain/domain_names.rst:76 msgid "" "`Bing Webmaster Tools - Add and Verify site " "`_" msgstr "" +"`Bing 网站管理员工具 - 添加和验证网站 `_" #: ../../content/administration/maintain/domain_names.rst:81 msgid "Register a free domain name with Odoo" @@ -3111,6 +3256,8 @@ msgid "" "your MX records ` to use your own email server or " "solution such as Google Workspace." msgstr "" +"此优惠不包括任何邮箱。不过，您可以 :ref:`配置您的 MX 记录 ` 以使用自己的电子邮件服务器或" +" Google Workspace 等解决方案。" #: ../../content/administration/maintain/domain_names.rst:95 msgid "" @@ -3119,10 +3266,13 @@ msgid "" "the :guilabel:`settings` button next to your database, then on " ":guilabel:`Domain names`." msgstr "" +"为此，请访问 :menuselection:`网站 --> 域名`。或者，打开数据库管理器 " +"`_，点击数据库旁边的 :guilabel:`设置` 按钮，然后点击 " +":guilabel:`域名`。" #: ../../content/administration/maintain/domain_names.rst-1 msgid "Clicking on Domain Names from an Odoo website" -msgstr "" +msgstr "从 Odoo 网站点击域名" #: ../../content/administration/maintain/domain_names.rst:103 msgid "" @@ -3134,7 +3284,7 @@ msgstr "搜索您选择的域名以检查其可用性，然后选择要为您的 msgid "" "The search of the domain name example.com shows which associated domains are" " available." -msgstr "" +msgstr "搜索域名 example.com 会显示哪些相关域名可用。" #: ../../content/administration/maintain/domain_names.rst:110 msgid "" @@ -3155,6 +3305,8 @@ msgid "" "request and your website to avoid abuse. This process can take several days " "due to the success of the offer." msgstr "" +"免费域名也适用于免费的 Odoo 在线数据库（例如，如果您只安装了一个应用程序）。在这种情况下，Odoo " +"会审查您的申请和网站，以避免滥用。这个过程可能需要几天时间，这取决于报价是否成功。" #: ../../content/administration/maintain/domain_names.rst:119 msgid "This is not available for Odoo.sh databases yet." @@ -3177,7 +3329,7 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst-1 msgid "Management of the domain names linked to an Odoo database" -msgstr "" +msgstr "管理与 Odoo 数据库链接的域名" #: ../../content/administration/maintain/domain_names.rst:136 msgid "" @@ -3226,7 +3378,7 @@ msgstr "添加 CNAME 记录" msgid "" "A **CNAME record** is a type of DNS record that points to the domain of " "another website rather than directly to an IP address." -msgstr "" +msgstr "**CNAME 记录**是一种 DNS 记录，它指向另一个网站的域名，而不是直接指向一个 IP 地址。" #: ../../content/administration/maintain/domain_names.rst:161 msgid "" @@ -3244,8 +3396,8 @@ msgstr "目标地址是数据库的当前地址，在创建时定义（例如， #: ../../content/administration/maintain/domain_names.rst:250 #: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade.rst:122 -#: ../../content/administration/upgrade.rst:320 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "Odoo.sh" @@ -3286,6 +3438,8 @@ msgid "" "(``www.example.com``), you can of course use any domain name of your choice," " with any subdomain (e.g., ``anything.example.com``)." msgstr "" +"虽然 Odoo 建议为您的 ``www.`` 子域 (``www.example.com``) 创建一个 CNAME " +"记录，但您当然可以使用您选择的任何域名和任何子域（例如，``anything.example.com``）。" #: ../../content/administration/maintain/domain_names.rst:189 msgid "" @@ -3410,7 +3564,7 @@ msgstr "" msgid "" "Verification of the CNAME records of a domain name before mapping it with a " "database" -msgstr "" +msgstr "在将域名映射到数据库之前，验证域名的 CNAME 记录" #: ../../content/administration/maintain/domain_names.rst:252 msgid "" @@ -3423,7 +3577,7 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:0 msgid "Mapping a domain name with an Odoo.sh branch" -msgstr "" +msgstr "将域名与 Odoo.sh 分支进行映射" #: ../../content/administration/maintain/domain_names.rst:260 msgid "" @@ -3821,6 +3975,9 @@ msgid "" "Gmail account (this should match the email address you want to configure in " "Odoo)." msgstr "" +"要开始使用，请访问 `Google API " +"控制台`_。如果您有*Google Workspace* " +"账户，请使用该账户登录，否则请使用个人 Gmail 账户登录（该账户应与您要在 Odoo 中配置的电子邮件地址一致）。" #: ../../content/administration/maintain/google_oauth.rst:28 msgid "" @@ -3829,6 +3986,9 @@ msgid "" " in this account, then the :guilabel:`New Project` option will be located on" " the top right under the :guilabel:`Select a project` drop-down menu." msgstr "" +"然后，点击位于:guilabel:`OAuth 同意屏幕` " +"最右侧的:guilabel:`创建项目\"。如果该账户已创建项目，则:guilabel:`选择项目'下拉菜单右上方会出现 " +":guilabel:`新建项目` 选项。" #: ../../content/administration/maintain/google_oauth.rst:33 msgid "" @@ -3838,14 +3998,17 @@ msgid "" "using a personal Gmail account, then leave the :guilabel:`Location` as " ":guilabel:`No Organization`." msgstr "" +"在:menuselection:`新建项目` 屏幕上，将:guilabel:`项目名称` 重命名为 `Odoo`，并浏览 :guilabel:`位置` " +"。将 :guilabel:`位置` 设置为 *Google 工作区组织*。如果使用的是个人 Gmail 帐户，则将:guilabel:`位置` 设为 " +":guilabel:`无组织`。" #: ../../content/administration/maintain/google_oauth.rst-1 msgid "Project Name and Location for Google OAuth." -msgstr "" +msgstr "Google OAuth 的项目名称和位置。" #: ../../content/administration/maintain/google_oauth.rst:42 msgid "Click on :guilabel:`Create` to finish this step." -msgstr "" +msgstr "点击:guilabel:`创建` 完成此步骤。" #: ../../content/administration/maintain/google_oauth.rst:45 msgid "OAuth consent screen" @@ -3855,7 +4018,7 @@ msgstr "OAuth 同意屏幕" msgid "" "If the page doesn't redirect to the :menuselection:`User Type` options, " "click on :guilabel:`OAuth consent screen` in the left menu." -msgstr "" +msgstr "如果页面没有重定向到 :menuselection:`用户类型` 选项，请单击左侧菜单中的:guilabel:`OAuth 同意屏幕`。" #: ../../content/administration/maintain/google_oauth.rst:50 msgid "" @@ -3863,6 +4026,8 @@ msgid "" "Type`, and then click on :guilabel:`Create` again, which will finally " "navigate to the :menuselection:`Edit app registration` page." msgstr "" +"在 :guilabel:`用户类型` 选项下，选择适当的 :guilabel:`用户类型`，然后再次点击 :guilabel:`创建`，最后将导航到 " +":menuselection:`编辑应用程序注册` 页面。" #: ../../content/administration/maintain/google_oauth.rst:55 msgid "" @@ -3887,7 +4052,7 @@ msgstr "编辑应用程序注册" #: ../../content/administration/maintain/google_oauth.rst:65 msgid "Next we will configure the app registration of the project." -msgstr "" +msgstr " 接下来，我们将配置项目的应用程序注册。" #: ../../content/administration/maintain/google_oauth.rst:67 msgid "" @@ -3896,12 +4061,15 @@ msgid "" " the organization's email address under the :guilabel:`User support` email " "field." msgstr "" +"在 :guilabel:`OAuth 同意屏幕` 步骤中的 :guilabel:`应用程序信息` 部分，在 :guilabel:`应用程序名称` " +"字段中输入`Odoo`。在:guilabel:`用户支持` 电子邮件字段下选择组织的电子邮件地址。" #: ../../content/administration/maintain/google_oauth.rst:71 msgid "" "Next, under :menuselection:`App Domain --> Authorized domains`, click on " ":guilabel:`Add Domain` and enter `odoo.com`." msgstr "" +"接下来，在 :menuselection:`应用程序域名 --> 授权域名` 下，单击 :guilabel:`添加域名` 并输入 `odoo.com`。" #: ../../content/administration/maintain/google_oauth.rst:74 msgid "" @@ -3909,6 +4077,7 @@ msgid "" "enter the organization's email address. Google uses this email address to " "notify the organization about any changes to your project." msgstr "" +"然后，在 :guilabel:`开发者联系信息` 部分中输入组织的电子邮件地址。如果项目有任何变更，Google 会使用此电子邮件地址通知该组织。" #: ../../content/administration/maintain/google_oauth.rst:78 msgid "" @@ -3916,6 +4085,8 @@ msgid "" ":menuselection:`Scopes` page by scrolling to the bottom and clicking on " ":guilabel:`Save and Continue`." msgstr "" +"然后，单击:guilabel:`保存并继续` 按钮。然后，滚动到底部并单击 :guilabel:`保存并继续` " +"跳过:menuselection:`范围` 页面。" #: ../../content/administration/maintain/google_oauth.rst:81 msgid "" @@ -3924,12 +4095,14 @@ msgid "" ":guilabel:`Add Users`, and then the :guilabel:`Save and Continue` button. A " "summary of the app registration appears." msgstr "" +"如果继续测试模式（外部），请通过点击 :guilabel:`添加用户`，然后点击 :guilabel:`保存并继续` 按钮，添加在 " +":guilabel:`测试用户` 步骤下配置的电子邮件地址。应用程序注册摘要将出现。" #: ../../content/administration/maintain/google_oauth.rst:85 msgid "" "Finally, scroll to the bottom and click on :guilabel:`Back to Dashboard` to " "finish setting up the project." -msgstr "" +msgstr "最后，滚动到底部并单击:guilabel:`返回仪表板` 以完成项目设置。" #: ../../content/administration/maintain/google_oauth.rst:89 msgid "Create Credentials" @@ -3940,13 +4113,13 @@ msgid "" "Now that the project is set up, credentials should be created, which " "includes the *Client ID* and *Client Secret*. First, click on " ":guilabel:`Credentials` in the left sidebar menu." -msgstr "" +msgstr "现在项目已建立，应创建凭证，其中包括 *客户 ID* 和 *客户密钥*。首先，点击左侧边栏菜单中的:guilabel:`凭证`。" #: ../../content/administration/maintain/google_oauth.rst:94 msgid "" "Then, click on :guilabel:`Create Credentials` in the top menu and select " ":guilabel:`OAuth client ID` from the dropdown menu." -msgstr "" +msgstr "然后，点击顶部菜单中的 :guilabel:`创建凭证` 并从下拉菜单中选择 :guilabel:`OAuth 客户 ID`。" #: ../../content/administration/maintain/google_oauth.rst:97 msgid "" @@ -3999,6 +4172,9 @@ msgid "" "into the :guilabel:`Client ID` and :guilabel:`Client Secret` fields and " ":guilabel:`Save` the settings." msgstr "" +"接下来，导航至:menuselection:`设置-->常规设置`，在:guilabel:`讨论`部分，确保选中:guilabel:`自定义电子邮件服务器`或:guilabel:`外部电子邮件服务器`复选框。这将弹出一个新选项:guilabel:`Gmail" +" 认证`或:guilabel:`使用 Gmail 服务器`。然后，将相应值复制并粘贴到 :guilabel:`客户 ID` 和 " +":guilabel:`客户密钥` 字段，然后 :guilabel:`保存` 设置。" #: ../../content/administration/maintain/google_oauth.rst:129 msgid "" @@ -4006,10 +4182,11 @@ msgid "" ":guilabel:`Custom Email Servers` setting and then click the " ":guilabel:`Outgoing Email Servers` link." msgstr "" +"要配置外部 Gmail 帐户，请返回到:guilabel:`客户邮件服务器` 设置的顶部，然后单击:guilabel:`外发电子邮件服务器` 链接。" #: ../../content/administration/maintain/google_oauth.rst-1 msgid "Configure Outgoing Email Servers in Odoo." -msgstr "" +msgstr "在 Odoo 中配置外发电子邮件服务器。" #: ../../content/administration/maintain/google_oauth.rst:136 msgid "" @@ -4017,6 +4194,8 @@ msgid "" "server, and fill in the :guilabel:`Name`, :guilabel:`Description`, and the " "email :guilabel:`Username` (if required)." msgstr "" +"然后，点击 :guilabel:`新建` 或 :guilabel:`创建` 新电子邮件服务器，并填写 :guilabel:`名称`, " +":guilabel:`描述` 和电子邮件 :guilabel:`用户名` （如果需要）。" #: ../../content/administration/maintain/google_oauth.rst:139 msgid "" @@ -4047,6 +4226,8 @@ msgid "" "configuration automatically loads the token in Odoo, and a tag stating " ":guilabel:`Gmail Token Valid` appears in green." msgstr "" +"然后，点击:guilabel:`继续` 或 :guilabel:`允许` Odoo 访问 Google 账户。之后，页面会返回到 Odoo " +"中新配置的外发邮件服务器。配置会自动在 Odoo 中加载令牌，并显示绿色标签:guilabel:`Gmail 令牌有效`。" #: ../../content/administration/maintain/google_oauth.rst:158 msgid "" @@ -4054,6 +4235,8 @@ msgid "" "appear. The Odoo database can now send safe, secure emails through Google " "using OAuth authentication." msgstr "" +"最后，输入:guilabel:`测试连接`。此时会出现一条确认信息。现在，Odoo 数据库可以使用 OAuth 身份验证通过 Google " +"发送安全可靠的电子邮件。" #: ../../content/administration/maintain/google_oauth.rst:162 msgid "Google OAuth FAQ" @@ -4185,7 +4368,7 @@ msgstr "" #: ../../content/administration/maintain/hosting_changes.rst:15 #: ../../content/administration/maintain/hosting_changes.rst:83 msgid "Odoo Online is *not* compatible with **non-standard apps**." -msgstr "" +msgstr "Odoo 在线版与**非标准应用程序**不兼容。" #: ../../content/administration/maintain/hosting_changes.rst:16 msgid "" @@ -9160,64 +9343,68 @@ msgstr "" #: ../../content/administration/upgrade.rst:42 msgid "" -"If your database contains a **custom module**, you must first upgrade its " -"source code to be compatible with the new version of Odoo **before " -"upgrading**." +"If your database contains custom modules, it cannot be upgraded until a " +"version of your custom modules is available for the target version of Odoo. " +"For customers maintaining their own custom modules, we recommend to " +"parallelize the process by :ref:`requesting an upgraded database " +"` while also :doc:`upgrading the source code " +"of your custom modules `." msgstr "" -#: ../../content/administration/upgrade.rst:49 +#: ../../content/administration/upgrade.rst:50 msgid "Upgrading in a nutshell" msgstr "" -#: ../../content/administration/upgrade.rst:51 +#: ../../content/administration/upgrade.rst:52 msgid "" "Request an upgraded test database (see :ref:`obtaining an upgraded test " "database `)." msgstr "" -#: ../../content/administration/upgrade.rst:54 +#: ../../content/administration/upgrade.rst:55 +msgid "" +"If applicable, upgrade the source code of your custom module to be " +"compatible with the new version of Odoo (see " +":doc:`/developer/howtos/upgrade_custom_db`)." +msgstr "" + +#: ../../content/administration/upgrade.rst:58 msgid "" "Thoroughly test the upgraded database (see :ref:`testing the new version of " "the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:57 +#: ../../content/administration/upgrade.rst:61 msgid "" "Report any issue encountered during the testing to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:60 -msgid "" -"(If applicable) : upgrade the source code of your custom module to be " -"compatible with the new version of Odoo." -msgstr "" - -#: ../../content/administration/upgrade.rst:63 +#: ../../content/administration/upgrade.rst:64 msgid "" "Once all issues are resolved and you are confident that the upgraded " "database can be used as your main database without any issues, plan the " "upgrade of your production database." msgstr "" -#: ../../content/administration/upgrade.rst:66 +#: ../../content/administration/upgrade.rst:67 msgid "" "Request the upgrade for the production database, rendering it unavailable " "for the time it takes to complete the process (see :ref:`upgrading the " "production database `)." msgstr "" -#: ../../content/administration/upgrade.rst:69 +#: ../../content/administration/upgrade.rst:70 msgid "" "Report any issue encountered during the upgrade to Odoo via the `support " "page `__." msgstr "" -#: ../../content/administration/upgrade.rst:78 +#: ../../content/administration/upgrade.rst:76 msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:78 msgid "" "The `Upgrade page `_ is the main platform for " "requesting an upgraded database. However, depending on the hosting type, you" @@ -9226,7 +9413,7 @@ msgid "" "`_." msgstr "" -#: ../../content/administration/upgrade.rst:86 +#: ../../content/administration/upgrade.rst:84 msgid "" "The Upgrade platform follows the same `Privacy Policy " "`_ as the other Odoo.com services. Visit the " @@ -9234,13 +9421,13 @@ msgid "" "learn more about how Odoo handles your data and privacy." msgstr "" -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:92 msgid "" "Odoo Online databases can be manually upgraded via the `database manager " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:97 +#: ../../content/administration/upgrade.rst:95 msgid "" "The database manager displays all databases associated with the user's " "account. Databases not on the most recent version of Odoo display an arrow " @@ -9252,23 +9439,23 @@ msgid "" "The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:104 +#: ../../content/administration/upgrade.rst:102 msgid "" "Click the **arrow in a circle** icon to start the upgrade process. In the " "popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:106 +#: ../../content/administration/upgrade.rst:104 msgid "" "The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:107 +#: ../../content/administration/upgrade.rst:105 msgid "" "The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:108 +#: ../../content/administration/upgrade.rst:106 msgid "" "The :guilabel:`Purpose` of the upgrade, which is automatically set to " ":guilabel:`Test` for your first upgrade request" @@ -9278,7 +9465,7 @@ msgstr "" msgid "The \"Upgrade your database\" popup." msgstr "" -#: ../../content/administration/upgrade.rst:114 +#: ../../content/administration/upgrade.rst:112 msgid "" "The :guilabel:`Upgrade in progress` tag is displayed next to the database " "name until completion. Once the process succeeds, an email containing a link" @@ -9291,7 +9478,7 @@ msgstr "" msgid "Clicking the menu arrow displays the upgraded test database." msgstr "" -#: ../../content/administration/upgrade.rst:124 +#: ../../content/administration/upgrade.rst:122 msgid "" "Odoo.sh is integrated with the upgrade platform to simplify the upgrade " "process." @@ -9301,13 +9488,13 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "" -#: ../../content/administration/upgrade.rst:129 +#: ../../content/administration/upgrade.rst:127 msgid "" "The **latest production daily automatic backup** is then sent to the " "`upgrade platform `_." msgstr "" -#: ../../content/administration/upgrade.rst:132 +#: ../../content/administration/upgrade.rst:130 msgid "" "Once the upgrade platform is done upgrading the backup and uploading it on " "the branch, it is put in a **special mode**: each time a **commit is " @@ -9318,7 +9505,7 @@ msgid "" "going to :file:`~/logs/upgrade.log`." msgstr "" -#: ../../content/administration/upgrade.rst:140 +#: ../../content/administration/upgrade.rst:138 msgid "" "In databases where custom modules are installed, their source code must be " "up-to-date with the target version of Odoo before the upgrade can be " @@ -9327,58 +9514,72 @@ msgid "" "platform, and the upgrade mode is exited." msgstr "" -#: ../../content/administration/upgrade.rst:152 -#: ../../content/administration/upgrade.rst:344 +#: ../../content/administration/upgrade.rst:143 +msgid "" +"Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more " +"information." +msgstr "" + +#: ../../content/administration/upgrade.rst:145 +#: ../../content/administration/upgrade.rst:341 msgid "On-premise" msgstr "" -#: ../../content/administration/upgrade.rst:154 +#: ../../content/administration/upgrade.rst:147 msgid "" "The standard upgrade process can be initiated by entering the following " "command line on the machine where the database is hosted:" msgstr "" -#: ../../content/administration/upgrade.rst:161 +#: ../../content/administration/upgrade.rst:154 msgid "" "The following command can be used to display the general help and the main " "commands:" msgstr "" -#: ../../content/administration/upgrade.rst:167 +#: ../../content/administration/upgrade.rst:160 msgid "" "An upgraded test database can also be requested via the `Upgrade page " "`_." msgstr "" -#: ../../content/administration/upgrade.rst:171 +#: ../../content/administration/upgrade.rst:164 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. Check out the :doc:`/developer/howtos/upgrade_custom_db` page for" +" more information." +msgstr "" + +#: ../../content/administration/upgrade.rst:169 msgid "" "For security reasons, only the person who submitted the upgrade request can " "download it." msgstr "" -#: ../../content/administration/upgrade.rst:172 +#: ../../content/administration/upgrade.rst:170 msgid "" "For storage reasons, the database's copy is submitted without a filestore to" " the upgrade server. Therefore, the upgraded database does not contain the " "production filestore." msgstr "" -#: ../../content/administration/upgrade.rst:174 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " "as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade.rst:177 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade.rst:179 +#: ../../content/administration/upgrade.rst:177 msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:180 +#: ../../content/administration/upgrade.rst:178 msgid "" "A `filestore` folder containing files extracted from in-database records " "into attachments (if there are any) and new standard Odoo files from the " @@ -9387,13 +9588,13 @@ msgid "" "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade.rst:187 +#: ../../content/administration/upgrade.rst:185 msgid "" "You can request multiple test databases if you wish to test an upgrade more " "than once." msgstr "" -#: ../../content/administration/upgrade.rst:192 +#: ../../content/administration/upgrade.rst:190 msgid "" "When an upgrade request is completed, an upgrade report is attached to the " "successful upgrade email, and it becomes available in the Discuss app for " @@ -9402,171 +9603,171 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:200 +#: ../../content/administration/upgrade.rst:198 msgid "Testing the new version of the database" msgstr "" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:200 msgid "" "It is essential to spend some time testing the upgraded test database to " "ensure that you are not stuck in your day-to-day activities by a change in " "views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade.rst:207 +#: ../../content/administration/upgrade.rst:205 msgid "" "Test databases are neutralized, and some features are disabled to prevent " "them from impacting the production database:" msgstr "" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:208 msgid "Scheduled actions are disabled." msgstr "" -#: ../../content/administration/upgrade.rst:211 +#: ../../content/administration/upgrade.rst:209 msgid "" "Outgoing mail servers are disabled by archiving the existing ones and adding" " a fake one." msgstr "" -#: ../../content/administration/upgrade.rst:212 +#: ../../content/administration/upgrade.rst:210 msgid "" "Payment providers and delivery carriers are reset to the test environment." msgstr "" -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:211 msgid "" "Bank synchronization is disabled. Should you want to test the " "synchronization, contact your bank synchronization provider to get sandbox " "credentials." msgstr "" -#: ../../content/administration/upgrade.rst:216 +#: ../../content/administration/upgrade.rst:214 msgid "" "Testing as many of your business flows as possible is strongly recommended " "to ensure they are working correctly and to get more familiar with the new " "version." msgstr "" -#: ../../content/administration/upgrade.rst:219 +#: ../../content/administration/upgrade.rst:217 msgid "Basic test checklist" msgstr "" -#: ../../content/administration/upgrade.rst:221 +#: ../../content/administration/upgrade.rst:219 msgid "" "Are there views that are deactivated in your test database but active in " "your production database?" msgstr "" -#: ../../content/administration/upgrade.rst:223 +#: ../../content/administration/upgrade.rst:221 msgid "Are your usual views still displayed correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:224 +#: ../../content/administration/upgrade.rst:222 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" -#: ../../content/administration/upgrade.rst:225 +#: ../../content/administration/upgrade.rst:223 msgid "Are your website pages working correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:226 +#: ../../content/administration/upgrade.rst:224 msgid "" "Are you able to create and modify records? (sales orders, invoices, " "purchases, users, contacts, companies, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:226 msgid "Are there any issues with your mail templates?" msgstr "" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:227 msgid "Are there any issues with saved translations?" msgstr "" -#: ../../content/administration/upgrade.rst:230 +#: ../../content/administration/upgrade.rst:228 msgid "Are your search filters still present?" msgstr "" -#: ../../content/administration/upgrade.rst:231 +#: ../../content/administration/upgrade.rst:229 msgid "Can you export your data?" msgstr "" -#: ../../content/administration/upgrade.rst:235 +#: ../../content/administration/upgrade.rst:233 msgid "" "Checking a random product in your product catalog and comparing its test and" " production data to verify everything is the same (product category, selling" " price, cost price, vendor, accounts, routes, etc.)." msgstr "" -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:236 msgid "Buying this product (Purchase app)." msgstr "" -#: ../../content/administration/upgrade.rst:239 +#: ../../content/administration/upgrade.rst:237 msgid "Confirming the reception of this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:238 msgid "" "Checking if the route to receive this product is the same in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:242 +#: ../../content/administration/upgrade.rst:240 msgid "Selling this product (Sales app) to a random customer." msgstr "" -#: ../../content/administration/upgrade.rst:243 +#: ../../content/administration/upgrade.rst:241 msgid "" "Opening your customer database (Contacts app), selecting a customer (or " "company), and checking its data." msgstr "" -#: ../../content/administration/upgrade.rst:245 +#: ../../content/administration/upgrade.rst:243 msgid "Shipping this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:246 +#: ../../content/administration/upgrade.rst:244 msgid "" "Checking if the route to ship this product is the same as in your production" " database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:248 +#: ../../content/administration/upgrade.rst:246 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:249 +#: ../../content/administration/upgrade.rst:247 msgid "" "Crediting the invoice (issuing a credit note) and checking if it behaves as " "in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:251 +#: ../../content/administration/upgrade.rst:249 msgid "Checking your reports' results (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:250 msgid "" "Randomly checking your taxes, currencies, bank accounts, and fiscal year " "(Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:253 +#: ../../content/administration/upgrade.rst:251 msgid "" "Making an online order (Website apps) from the product selection in your " "shop until the checkout process and checking if everything behaves as in " "your production database." msgstr "" -#: ../../content/administration/upgrade.rst:256 +#: ../../content/administration/upgrade.rst:254 msgid "" "This list is **not** exhaustive. Extend the example to your other apps based" " on your use of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:258 +#: ../../content/administration/upgrade.rst:256 msgid "" "If you face an issue while testing your upgraded test database, you can " "request the assistance of Odoo via the `support page " @@ -9576,7 +9777,7 @@ msgid "" "database." msgstr "" -#: ../../content/administration/upgrade.rst:263 +#: ../../content/administration/upgrade.rst:261 msgid "" "You might encounter significant differences with standard views, features, " "fields, and models during testing. Those changes cannot be reverted on a " @@ -9585,39 +9786,39 @@ msgid "" "module to make it compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:269 +#: ../../content/administration/upgrade.rst:267 msgid "Do not forget to test:" msgstr "" -#: ../../content/administration/upgrade.rst:271 +#: ../../content/administration/upgrade.rst:269 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:272 +#: ../../content/administration/upgrade.rst:270 msgid "" "Workflows between different apps (online sales with eCommerce, converting a " "lead all the way to a sales order, delivery of products, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:274 +#: ../../content/administration/upgrade.rst:272 msgid "Data exports" msgstr "" -#: ../../content/administration/upgrade.rst:275 +#: ../../content/administration/upgrade.rst:273 msgid "Automated actions" msgstr "自动动作" -#: ../../content/administration/upgrade.rst:276 +#: ../../content/administration/upgrade.rst:274 msgid "" "Server actions in the action menu on form views, as well as by selecting " "multiple records on list views" msgstr "" -#: ../../content/administration/upgrade.rst:282 +#: ../../content/administration/upgrade.rst:280 msgid "Upgrading the production database" msgstr "" -#: ../../content/administration/upgrade.rst:284 +#: ../../content/administration/upgrade.rst:282 msgid "" "Once the :ref:`tests ` are completed and you are " "confident that the upgraded database can be used as your main database " @@ -9626,63 +9827,63 @@ msgid "" "`support page `__." msgstr "" -#: ../../content/administration/upgrade.rst:289 +#: ../../content/administration/upgrade.rst:287 msgid "" "Your production database will be unavailable during its upgrade. Therefore, " "we recommend planning the upgrade at a time when the use of the database is " "minimal." msgstr "" -#: ../../content/administration/upgrade.rst:292 +#: ../../content/administration/upgrade.rst:290 msgid "" "As the standard upgrade scripts and your database are constantly evolving, " "it is also recommended to frequently request another upgraded test database " "to ensure that the upgrade process is still successful, especially if it " -"takes a long time to finish. Fully rehearsing the upgrade process the day " -"before upgrading the production database is also recommended." +"takes a long time to finish. **Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended.**" msgstr "" -#: ../../content/administration/upgrade.rst:298 +#: ../../content/administration/upgrade.rst:296 msgid "Going into production without first testing may lead to:" msgstr "在没有进行首次测试的情况下投入生产可能会导致：" -#: ../../content/administration/upgrade.rst:300 +#: ../../content/administration/upgrade.rst:298 msgid "Users failing to adjust to the changes and new features" msgstr "" -#: ../../content/administration/upgrade.rst:301 +#: ../../content/administration/upgrade.rst:299 msgid "" "Business interruptions (e.g., no longer having the possibility to validate " "an action)" msgstr "" -#: ../../content/administration/upgrade.rst:302 +#: ../../content/administration/upgrade.rst:300 msgid "" "Poor customer experience (e.g., an eCommerce website that does not work " "correctly)" msgstr "" -#: ../../content/administration/upgrade.rst:304 +#: ../../content/administration/upgrade.rst:302 msgid "" "The process of upgrading a production database is similar to upgrading a " "test database with a few exceptions." msgstr "" -#: ../../content/administration/upgrade.rst:311 +#: ../../content/administration/upgrade.rst:309 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "`, except for the purpose option, which must " "be set to :guilabel:`Production` instead of :guilabel:`Test`." msgstr "" -#: ../../content/administration/upgrade.rst:316 +#: ../../content/administration/upgrade.rst:314 msgid "" "Once the upgrade is requested, the database will be unavailable until the " "upgrade is finished. Once the process is completed, it is impossible to " "revert to the previous version." msgstr "" -#: ../../content/administration/upgrade.rst:322 +#: ../../content/administration/upgrade.rst:320 msgid "" "The process is similar to :ref:`obtaining an upgraded test database " "` on the :guilabel:`Production` branch." @@ -9692,7 +9893,7 @@ msgstr "" msgid "View from the upgrade tab" msgstr "" -#: ../../content/administration/upgrade.rst:328 +#: ../../content/administration/upgrade.rst:326 msgid "" "The process is **triggered as soon as a new commit is made** on the branch. " "This allows the upgrade process to be synchronized with the deployment of " @@ -9700,7 +9901,7 @@ msgid "" "the upgrade process is triggered immediately." msgstr "" -#: ../../content/administration/upgrade.rst:334 +#: ../../content/administration/upgrade.rst:332 msgid "" "The database is unavailable throughout the process. If anything goes wrong, " "the platform automatically reverts the upgrade, as it would be for a regular" @@ -9708,21 +9909,23 @@ msgid "" "created." msgstr "" -#: ../../content/administration/upgrade.rst:338 +#: ../../content/administration/upgrade.rst:336 msgid "" "The update of your custom modules must be successful to complete the entire " "upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." +":guilabel:`successful` before trying it in production. More information on " +"how to upgrade your custom modules can be found on " +":doc:`/developer/howtos/upgrade_custom_db`." msgstr "" -#: ../../content/administration/upgrade.rst:346 +#: ../../content/administration/upgrade.rst:343 msgid "" "The command to upgrade a database to production is similar to the one of " "upgrading a test database except for the argument `test`, which must be " "replaced by `production`:" msgstr "" -#: ../../content/administration/upgrade.rst:353 +#: ../../content/administration/upgrade.rst:350 msgid "" "An upgraded production database can also be requested via the `Upgrade page " "`_. Once the database is uploaded, any " @@ -9731,7 +9934,7 @@ msgid "" "process." msgstr "" -#: ../../content/administration/upgrade.rst:360 +#: ../../content/administration/upgrade.rst:357 msgid "" "When requesting an upgraded database for production purposes, the copy is " "submitted without a filestore. Therefore, the upgraded database filestore " @@ -9739,7 +9942,7 @@ msgid "" "version." msgstr "" -#: ../../content/administration/upgrade.rst:364 +#: ../../content/administration/upgrade.rst:361 msgid "" "In case of an issue with your production database, you can request the " "assistance of Odoo via the `support page " @@ -9747,92 +9950,92 @@ msgid "" "related to the upgrade in production." msgstr "" -#: ../../content/administration/upgrade.rst:372 +#: ../../content/administration/upgrade.rst:369 msgid "Service-level agreement (SLA)" msgstr "" -#: ../../content/administration/upgrade.rst:374 +#: ../../content/administration/upgrade.rst:371 msgid "" "With Odoo Enterprise, upgrading a database to the most recent version of " "Odoo is **free**, including any support required to rectify potential " "discrepancies in the upgraded database." msgstr "" -#: ../../content/administration/upgrade.rst:377 +#: ../../content/administration/upgrade.rst:374 msgid "" "Information about the upgrade services included in the Enterprise Licence is" " available in the :ref:`Odoo Enterprise Subscription Agreement `. " "However, this section clarifies what upgrade services you can expect." msgstr "" -#: ../../content/administration/upgrade.rst:382 +#: ../../content/administration/upgrade.rst:379 msgid "Upgrade services covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:384 +#: ../../content/administration/upgrade.rst:381 msgid "" "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " "self-hosted (On-Premise) can benefit from upgrade services at all times for:" msgstr "" -#: ../../content/administration/upgrade.rst:387 +#: ../../content/administration/upgrade.rst:384 msgid "the upgrade of all **standard applications**;" msgstr "" -#: ../../content/administration/upgrade.rst:388 +#: ../../content/administration/upgrade.rst:385 msgid "" "the upgrade of all **customizations created with the Studio app**, as long " "as Studio is still installed and the respective subscription is still " "active; and" msgstr "" -#: ../../content/administration/upgrade.rst:390 +#: ../../content/administration/upgrade.rst:387 msgid "" "the upgrade of all **developments and customizations covered by a " "maintenance of customizations subscription**." msgstr "" -#: ../../content/administration/upgrade.rst:393 +#: ../../content/administration/upgrade.rst:390 msgid "" "Upgrade services are limited to the technical conversion and adaptation of a" " database (standard modules and data) to make it compatible with the version" " targeted by the upgrade." msgstr "" -#: ../../content/administration/upgrade.rst:397 +#: ../../content/administration/upgrade.rst:394 msgid "Upgrade services not covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:399 +#: ../../content/administration/upgrade.rst:396 msgid "The following upgrade-related services are **not** included:" msgstr "" -#: ../../content/administration/upgrade.rst:401 +#: ../../content/administration/upgrade.rst:398 msgid "" "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" -#: ../../content/administration/upgrade.rst:402 +#: ../../content/administration/upgrade.rst:399 msgid "" "the upgrade of **custom modules created in-house or by third parties**, " "including Odoo partners;" msgstr "" -#: ../../content/administration/upgrade.rst:403 +#: ../../content/administration/upgrade.rst:400 msgid "" "lines of **code added to standard modules**, i.e., customizations created " "outside the Studio app, code entered manually, and :ref:`automated actions " "using Python code `; and" msgstr "" -#: ../../content/administration/upgrade.rst:406 +#: ../../content/administration/upgrade.rst:403 msgid "**training** on using the upgraded version's features and workflows." msgstr "" -#: ../../content/administration/upgrade.rst:409 +#: ../../content/administration/upgrade.rst:406 msgid ":doc:`Odoo.sh documentation `" msgstr "" -#: ../../content/administration/upgrade.rst:410 +#: ../../content/administration/upgrade.rst:407 msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/zh_CN/LC_MESSAGES/finance.po b/locale/zh_CN/LC_MESSAGES/finance.po index a02facbb8..b40f59120 100644 --- a/locale/zh_CN/LC_MESSAGES/finance.po +++ b/locale/zh_CN/LC_MESSAGES/finance.po @@ -45,7 +45,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Chloe Wang, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -208,7 +208,9 @@ msgid "" msgstr "**合作伙伴总帐**报告显示客户和供应商的余额。可通过 :menuselection:`会计 --> 报告 --> 合作伙伴总账` 获得。" #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "报表" @@ -220,7 +222,7 @@ msgstr "以下财务 :doc:`报告 ` 可用并实时更新 #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "财务报告" @@ -407,11 +409,11 @@ msgid "" "on the balance sheet report." msgstr "留存收益是企业保留的收入部分。Odoo 实时计算当年收益，因此无需年终日记账或滚动。损益余额会自动报告在资产负债表报告中。" -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "Fiduciaries" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " @@ -420,23 +422,23 @@ msgstr "" "可以通过 :menuselection:`会计 --> 配置 --> 设置 --> 会计公司模式` 激活 :guilabel:`会计公司` " "模式。启用后：" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "可在所有文档上编辑文档序号；" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "guilabel: `总计（含税）`字段通过自动创建正确的账户和税额，来加快和控制编码；" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "在对交易进行编码时，:guilabel:`发票日期` 和 :guilabel:` 账单日期` 为预填。" -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -583,8 +585,8 @@ msgstr "要编辑现有银行日记账，转到:menuselection:`会计-->配置-- #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -595,28 +597,33 @@ msgstr "要编辑现有银行日记账，转到:menuselection:`会计-->配置-- #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -1036,12 +1043,10 @@ msgstr "如果您与代理服务器的连接断开，点击:guilabel:`提取账 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" -"这种断开连接可能是由 Odoo 支持引起的。在这种情况下，请直接与您的客户 ID 或聊天窗口中列出的错误参考联系`support " -"`_。" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 msgid "Migration process for users having installed Odoo before December 2020" @@ -1928,7 +1933,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "调整后的未实现币种损益报告。" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "银行对账" @@ -2757,10 +2762,8 @@ msgstr "确认开票后, 自动生成的凭证, 样子如下:" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "**科目**" @@ -2776,10 +2779,8 @@ msgstr "**到期日**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2788,10 +2789,8 @@ msgstr "**借项**" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2827,8 +2826,8 @@ msgstr "115" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -2846,6 +2845,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -2861,7 +2866,7 @@ msgstr "销售" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -3039,7 +3044,7 @@ msgid ":doc:`payment_terms`" msgstr ":doc:`payment_terms`" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr ":doc:`../payments`" @@ -3653,364 +3658,408 @@ msgstr "递延收入" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." -msgstr "**递延收入**或**预收收入**是指客户为产品预付的款项，但尚未交付产品或提供服务." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -"这类付款对收到的公司而言属于**负债**，因为它仍欠客户这些产品或服务。公司不能将其列于当前**损益表**或*利润表*，因为未来才能实际确认该款项." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." -msgstr "这些未来收入必须在公司资产负债表上进行递延，直到即刻或一定时期内可在损益表上**确认**." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -"例如，假设我们按$ " -"350的价格售出了五年延保服务。我们现在已经收款，但尚未确认该收入。因此，我们将这笔新收入过账到递延收入科目并决定每年确认一次。在未来5年中，每年确认$" -" 70的收入." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." -msgstr "Odoo会计应用程序处理递延收入的方法是将它们分散在多个分录中，它们以*草稿模式*自动创建，然后定期过账." +"entries that are posted periodically." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." -msgstr "服务器每天一次检查是否有分录需要过账。因此，你所做变更可能需要24小时才能从*草稿*变为*已过账*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "先决条件" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." -msgstr "这类交易应过账到**递延收入科目**，而不是默认收入科目." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" -msgstr "配置递延收入科目" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -"如要在**会计科目表**中配置科目，前往 :menuselection:`会计 --> 配置 --> 会计科目表`，点击*创建*并填写表单." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" -msgstr "Odoo会计应用程序中的递延收入科目配置" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" -msgstr "科目类型必须为*流动负债*或*非流动负债*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" -msgstr "将收入过账到正确的科目" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "在开票草稿上选择科目" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." -msgstr "在开票草稿上，针对需要递延收入的所有产品选择合适的科目." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" -msgstr "在Odoo会计应用程序中选择草稿开票中的递延收入科目" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" -msgstr "为特定产品选择不同的收入科目" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." -msgstr "开始编辑产品，前往*会计*选项卡，选择合适的**收入科目**，并保存." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" -msgstr "在Odoo中修改产品收入科目" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 -msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." -msgstr "你可以自动创建这些产品的收入分录（参见`自动化递延收入`_）." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" -msgstr "更改已过账日记账项目的科目" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 -msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" -"为此，前往 :menuselection:`会计 --> 会计 --> 销售`打开你的销售日记账，选择你想要修改的日记账项目，点击科目并选择合适的一项." #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "在Odoo会计应用程序中修改已过账日记账项目的科目" +msgid "Deferred revenue report" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "递延收入分录" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "创建新分录" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." -msgstr "**递延收入分录**以*草稿模式*自动生成所有日记账分录。然后在收入的全部金额被确认后逐一过账." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." -msgstr "如要创建新分录，前往 :menuselection:`会计 --> 会计 --> 递延收入`，点击*创建*并填写表单." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." -msgstr "点击 **选择相关采购** ，将现有日记账项目关联到这条新分录。某些字段会自动填充，该日记账项目目前列在 **相关销售** 选项卡下." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" -msgstr "Odoo会计应用程序中的递延收入记项" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." -msgstr "完成后，点击*计算收入*（在*确认*按钮旁边），生成**收入面板**的所有值。该面板显示Odoo将执行收入确认过账的所有分录和日期." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "Odoo会计应用程序中的收入面板" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 +msgid "" +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" -msgstr "什么是“即时按比例分配”？" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." -msgstr "**即时按比例分配**功能有助于尽可能准确地确认你的收入." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." -msgstr "使用此功能，收入面板的第一个分录是根据*按比例日期*和*首次确认日期*之间剩余的时间，而不是确认之间的默认时间来计算的." +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." -msgstr "例如，以上收入面板的首次收入金额为$ 4.22，而不是$ 70.00。因此，最后分录金额也相应减少，为$ 65.78." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "销售日记账的递延分录" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." -msgstr "你可在**销售日记账**中从特定的日记账项目创建递延分录." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 -msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -"为此，前往 :menuselection:`会计 --> 会计 --> " -"销售`打开你的销售日记账，选择你想要递延的日记账项目。确保将其过账到正确的科目（参见: `更改已过账日记账项目的科目`_）." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." -msgstr "然后，点击*操作*，选择**创建递延分录**，并用与`创建新分录`_相同的方法填写表单." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" -msgstr "从Odoo会计应用程序中的日记账新建递延记项" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 +msgid "" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "递延收入模型" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." -msgstr "你可创建**递延收入模型**，以便更快地创建递延收入分录." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -"如要创建模型，前往 :menuselection:`会计 --> 配置 --> 递延收入模型`，点击*创建*并按与创建新分录相同的方法填写表单." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -"你也可从 :menuselection:`会计 --> 会计 --> 递延收入`打开*已确认递延收入分录*，将它转化为模型，然后点击按钮*保存模型*." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" -msgstr "将递延收入模型应用到新分录" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 +msgid "" +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." -msgstr "在创建新递延收入分录时，在**递延收入科目**中填写正确的确认科目." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." -msgstr "与该科目关联的所有模型的新按钮都会出现在表单顶部。点击模型按钮，根据该模型填写表单." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" -msgstr "Odoo会计应用程序中的递延收入模板按钮" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" -msgstr "自动化递延收入" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." -msgstr "当你创建或编辑类型为*流动负债*或*非流动负债*的科目时，你可将其配置为为自动贷记该科目的收入进行递延." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" -msgstr "**自动化递延收入**字段可有三种选择：" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." -msgstr "**否：**这是默认值。系统不会进行任何自动化." - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 -msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -"**创建为草稿：**交易在科目中过账时，系统将创建*递延收入分录*草稿，但未确认.你必须首先在 :menuselection:`会计 --> 会计 " -"--> 递延收入`填写对应的表单." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -"**创建并确认：**你还必须选择一种递延收入模型（参见: `递延收入模型`_）。交易在科目中过账时，系统自动创建并立即确认*递延收入分录*." -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "对Odoo会计应用程序中的科目自动处理递延收入" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "例如，你可将此科目选择为某产品默认的**收入科目**，以完全自动化其销售流程.（参见: `为特定产品选择不同的收入科目`_）." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr ":doc:`../get_started/chart_of_accounts`" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" -msgstr "`Odoo学院：递延收入（确认） `_" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" @@ -4167,7 +4216,7 @@ msgid "" msgstr "Odoo 生成的每个 PDF 都包含一个整合的 **Factur-X** XML 文件。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4245,52 +4294,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -"Peppol `_ " -"网络确保企业和当地机构之间的文件和信息交流。它主要用于电子发票，其接入点（Peppol 网络连接器）允许企业交换电子文件。Odoo " -"现在是一个**接入点**，可以实现电子发票交易，无需通过电子邮件或邮寄发送发票和账单。" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" -"首先，:ref:`安装 `:guilabel:`Peppol`模块 (`account_peppol`)。" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4300,25 +4409,213 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." -msgstr "最后，点击:guilabel:`验证注册`。" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." +msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." -msgstr "将包含验证码的短信发送到已提供的手机号码，以完成注册。" +"finalize the verification process." +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "电话验证" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." -msgstr "现在，所有发票和供应商账单都通过 Peppol 网络直接发送。" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" @@ -4501,22 +4798,48 @@ msgstr "" msgid ":doc:`../reporting/intrastat`" msgstr ":doc:`../reporting/intrastat`" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 -msgid "Define an Incoterm" +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +msgid "Define an Incoterm" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 -msgid "Default Incoterm configuration" +msgid "Incoterm location" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 +msgid "Default Incoterm configuration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 +msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " ":menuselection:`Accounting/Invoicing --> Configuration --> Settings`, scroll" @@ -5494,6 +5817,7 @@ msgid "" msgstr "您也可以通过:menuselection:`会计 --> 设置 --> 设定 --> 财政时期` 更新值来更改这些设置." #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "会计科目表" @@ -6617,7 +6941,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -6730,11 +7054,12 @@ msgstr "科目类型" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "资产负债表" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "资产" @@ -6839,70 +7164,64 @@ msgstr "其他" msgid "Off-Balance Sheet" msgstr "资产负债表外" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "资产、递延费用和递延收入自动化" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`否`：默认值。无变化。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "默认税" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "标签" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "科目组" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -6912,17 +7231,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "手动创建科目组" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "普通用户无需手动创建科目组。以下内容仅适用于少数高级用例。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -6936,7 +7255,7 @@ msgstr "" msgid "Account groups creation." msgstr "科目组创建。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -6947,17 +7266,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Odoo会计试算表中的科目组" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "允许对账" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "某些科目，如用于记录某支付方式交易的科目，可用于日记账分录对账." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -6965,7 +7284,7 @@ msgid "" "reconciliation**." msgstr "例如，使用信用卡支付的开票在与付款对账后可以标记为:guilabel:`已支付`。因此，用于记录信用卡付款的科目需配置为**允许对账**。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -6976,11 +7295,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "已弃用" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -6988,29 +7307,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7553,7 +7872,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -7781,33 +8100,30 @@ msgstr "支付" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." -msgstr "在Odoo中，付款可以自动关联至开票或账单，也可以是单独记录，供之后使用。" +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" +msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." -msgstr "如果付款**关联至开票或账单**，则会减少开票到期金额。一张开票可以分为多笔付款。" +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." +msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" -"如果付款**未关联至开票或账单**，则客户在您公司有未完成的付款，或您公司在供应商有未完成的付款。您可以使用未付金额来减少未付开票/账单的金额。" #: ../../content/applications/finance/accounting/payments.rst:18 msgid ":doc:`Internal transfers `" msgstr ":doc:`Internal transfers `" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr ":doc:`bank/reconciliation`" @@ -7823,181 +8139,196 @@ msgstr "登记开票或账单付款" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." -msgstr "付款行附近的信息图标显示有关付款的更多信息，点击:guilabel:`查看`，以查看其他信息，如相关日记账。" - -#: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" -msgstr "查看付款详细信息" - -#: ../../content/applications/finance/accounting/payments.rst:39 -msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." -msgstr "客户开票或供应商账单的状态应为 :guilabel:`已过账`，以登记付款。" - -#: ../../content/applications/finance/accounting/payments.rst:41 -msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr "点击:guilabel:`登记付款`时，您可以选择付款金额，进行部分或全额付款。" - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." +"journal, by clicking :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " -"longer linked to the invoice." -msgstr "如果您未核对付款，付款仍会出现在账簿中，但不再与开票关联。" +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "See detailed information of a payment." +msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:40 +msgid "" +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:42 +msgid "" +"If you unreconcile a payment, it still appears in your books but is no " +"longer linked to the invoice." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "如果您核对了（未核对）一笔其他币种付款，将自动创建日记账记项，以过账汇率损益（冲销）金额。" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "如果您核对了（未核对）一笔付款以及具有现金基础税的开票，会自动创建日记账记项，以过账现金基础税（冲销）金额。" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "登记不与开票或账单关联的付款" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -"通过菜单:menuselection:`客户/供应商-->付款`登记新付款时，付款不会直接关联至开票或账单。相反，应收款项或应付款项与未结款项匹配，直至手动匹配至相关开票或账单。" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "匹配开票/账单和付款" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" -"您验证新开票或账单，且客户或供应商有未完成的付款，将显示蓝色横幅。点击:guilabel:`未结付款`下的:guilabel:`ADD`或:guilabel:`未结债务`，即可以轻松从开票或账单进行匹配。" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" -msgstr "显示核对开票/账单和付款的ADD选项" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." +msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." -msgstr "开票或账单现在标记为:guilabel:`付款中`，直到与银行对账单核对。" +"reconciled with its corresponding bank statement." +msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "批量付款" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr ":doc:`payments/batch`" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr ":doc:`payments/batch_sdd`" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "付款匹配" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -"通过:guilabel:`付款匹配`工具，可以打开所有未对账客户开票或供应商账单，以便逐一处理，同时匹配所有付款和开票。转到:menuselection:`会计仪表板-->客户开票/供应商账单`，点击:guilabel:`⋮`，选择:guilabel:`付款匹配`，或转到:menuselection:`会计-->对账`。" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "批量付款匹配" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" -"可以使用批量对账功能，对特定客户或供应商的多项未付款项或开票进行对账。转到:menuselection:`会计-->报告-->应收账项账龄/应付款项账龄`，您可以看到所有未对账交易，选择客户或供应商后，将显示:guilabel:`对账`选项。" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" -msgstr "参见对账选项" +msgid "The batch payment reconcile option." +msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "核对付款和银行对账单" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" -"付款登记后，开票或账单状态变为:guilabel:`付款中`。下一步，与相关银行对账单行进行核对，以最终确定交易，并将开票或账单标记为 " -":guilabel:`已付`。" #: ../../content/applications/finance/accounting/payments/batch.rst:3 msgid "Batch payments by bank deposit" @@ -8040,11 +8371,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -8056,7 +8387,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -8066,17 +8397,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -8089,13 +8420,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr ":doc:`batch_sdd`" @@ -8813,260 +9144,91 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." -msgstr "在Odoo，点击几次即可完成内部转账。您至少需要2个银行账户、2个现金日记账、或1个银行账户和1个现金日记账。" +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." +msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." -msgstr "" -"根据您公司的本地化和所在国家法律，将在您的数据库中自动创建内部转账账户。如果需要，转到:menuselection:`会计应用程序-->配置-->设置`，然后在:guilabel:`默认账户`部分修改默认的:guilabel:`内部转账账户`。" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "登记银行间内部转账" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." -msgstr "假设您在数据库中注册了2个银行账户，您想从A银行向B银行转账1000美元。" +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." +msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "记录内部转账" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -"在会计仪表板上，在您的银行下点击下拉选择按钮（:guilabel:`⋮`）。在:guilabel:`新增`列中，点击:guilabel:`内部转账`，输入转账信息。" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "填写内部转账信息" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "填写:guilabel:`内存`字段，以实现自动对账。" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" -"点击:guilabel:`保存`和:guilabel:`确认`，登记内部转账。钱款记入转账账户，付款**自动**在目的地日记账（银行B）中创建。" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "银行日记账（银行A）" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "未结付款账户" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "$1,000" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "**内部转账账户**" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "**$1,000**" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" -msgstr "自动记账：银行日记账（银行B）" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" +msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "未结收据账户" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." -msgstr "您的2个银行账户日记账中有一笔未付款和一笔未收款，因为确认汇款和收款的银行对账单尚未记账。" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "未结付款/未结收据银行对账单记账" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "管理、核对银行对账单" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 -msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "对账前需要填写交易记录行" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 +msgid "" +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." +msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr ":doc:`../bank/reconciliation`" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "在下一个窗口中，选择付款接收方（在本例中为未结账户），然后点击:guilabel:`验证`。" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "付款对账" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "银行日记账记项" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "未结付款" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "银行账户（银行A）" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "收到与银行B相关的银行对账单后，重复相同步骤。记账并核对银行对账单各行。" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "未结收据" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "银行账户（银行B）" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "一次支付几笔账单" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "在Odoo中，可以将多个账单付款组合成一个账单，从而简化对账过程。" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr ":doc:`/applications/finance/accounting/bank/reconciliation`" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "合并付款" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" -"要同时登记多个账单付款，转到:menuselection:`会计应用程序-->供应商-->账单`，**勾选**账单旁边的框，选择要登记付款的账单，然后，点击:guilabel:`登记付款`或;menuselection:`动作-->登记付款`。" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "“登记付款”按钮。" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "只能为:guilabel:`已过账`账单登记付款。" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" -"登记付款时，会出现**弹窗**，可以点击:guilabel:`新建付款`，为各账单同时创建**单独付款**，*或者*合并**所有**账单的付款，以创建一个付款。要**合并**所有付款，勾选:guilabel:`合并付款`框。" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr ":guilabel:`合并付款`选项仅在选择两个或多个账单时显示。" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "登记付款时的合并付款选项。" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" -"选择:guilabel:`合并付款`时，:guilabel:`amount, currency, date and " -"memo`自动设置，您也可以根据需要进行修改。" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "部分合并付款享受现金折扣" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -9262,69 +9424,75 @@ msgstr "激活支票付款方式" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " "module is required to print U.S. checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "打印支票的兼容支票纸张" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "美国" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "对于美国, Odoo默认支持支票格式 :" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "**ADP**: 在底部检查,存根在顶部." -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "用支票支付供应商账单" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "用支票支付采购开票, 需要三个步骤:" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "批量打印所有的已登记付款" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "用支票登记付款" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -9332,11 +9500,11 @@ msgid "" " :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "打印支票" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -9344,7 +9512,7 @@ msgid "" "reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -11588,6 +11756,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "先决条件" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "纳税申报表周期" @@ -11729,7 +11902,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr ":doc:`../taxes`" @@ -11985,9 +12158,10 @@ msgstr "**税** 的类型很多，它们的应用差异很大，这主要取决 #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11997,13 +12171,11 @@ msgstr "Odoo根据默认税项自动填写税项字段" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" -"要更改您的 **默认税** ，请转到 :menuselection:` 会计 --> 配置 --> 设置 --> 税 --> 默认税`，为您的默认 " -"**销售税** 选择适当的税，然后 **购置税**，然后单击 *保存* ." #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Define which taxes to use by default on Odoo" @@ -12011,106 +12183,70 @@ msgstr "定义在Odoo中默认使用的税项" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" -msgstr "从列表视图激活营业税" +msgid "Activate sales taxes from the list view" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." -msgstr "" -"要激活销售税，请转到 :menuselection:` 会计 --> 配置 --> 税项` ，然后使用 *激活* 切换按钮来激活或停用税项." - #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "在Odoo会计应用程序中激活预配置税项" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." -msgstr "要编辑或创建 **税**，请转到 :menuselection:`会计 --> 配置 --> 设置`并打开或点击 *创建*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "在Odoo会计应用程序中编辑税项" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." -msgstr "税有三个不同的标签，每个标签都有特定的用途。 请参阅下表以查看它们的显示位置." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" -msgstr ":ref:`税收名称 `" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr ":ref:`开票上的标签 `" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr ":ref:`税务组 `" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "后端" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "出口开票的 *税金* 列" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "出口开票的 *总计* 行上方" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "基本选项" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "税费名称" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "要为后端用户显示的 *税收名称* 。 这是您在编辑销售订单，开票，产品等时看到的 :ref:`label `." - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "税费计算" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "**税种**" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." -msgstr "该税是多个子税的组合。 您可以按照要应用的顺序添加任意数量的税." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " @@ -12119,350 +12255,388 @@ msgstr "" "确保税收顺序是正确的，因为它们的顺序可能会影响税收金额的计算，尤其是如果其中一种税收 :ref:`影响随后税收基础的 ` ." -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "**固定**" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." -msgstr "该税款具有默认货币的固定金额。 无论销售价格如何，金额都保持不变." +"same, regardless of the sales price." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" -msgstr "例如，某产品的销售价格为$ 1000，我们将应用 *$10固定* 税。 然后：" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" +msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" -msgstr "产品销售价" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" +msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "价格不含税" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "税项" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "总计" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "1,000" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "1,010.00" -#: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" -msgstr "**价格百分比**" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:117 +#: ../../content/applications/finance/accounting/taxes.rst:102 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." -msgstr "*销售价格* 是应纳税的基础：税收金额是通过将销售价格乘以税收的百分比得出的." +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:120 +#: ../../content/applications/finance/accounting/taxes.rst:106 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" -msgstr "例如，某产品的销售价格为$ 1000，我们将应用 *价格的10％* 税。 然后：" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "1,100.00" msgstr "1,100.00" -#: ../../content/applications/finance/accounting/taxes.rst:130 +#: ../../content/applications/finance/accounting/taxes.rst:115 msgid "**Percentage of Price Tax Included**" msgstr "**已含价格税的百分比**" -#: ../../content/applications/finance/accounting/taxes.rst:132 +#: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." -msgstr "*总计* 是应纳税的基础：税额是总计的百分比." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" -msgstr "例如，某产品的销售价格为$ 1000，我们将应用 *含税价格的10％* 。 然后：" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 +#: ../../content/applications/finance/accounting/taxes.rst:127 msgid "111.11" msgstr "111.11" -#: ../../content/applications/finance/accounting/taxes.rst:141 +#: ../../content/applications/finance/accounting/taxes.rst:127 msgid "1,111.11" msgstr "1,111.11" -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:130 +msgid "**Python code**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:132 +msgid "" +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:138 +msgid "" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "启用" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." -msgstr "只能将 **有效** 税添加到新文档中." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "无法删除已经使用的税款。 相反，您可以停用它们以防止将来使用." -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." -msgstr "可以从 *列表视图* 修改此字段。 有关更多信息，请 :ref:`参见 ` ." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "税范围" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "*税额范围* 确定税额的应用程序，这也限制了它的显示位置." - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "**销售** ：客户开票，产品的客户税金等." - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "**购买** ：供应商帐单，产品的供应商税等." - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "**没有**" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -"您可以使用 **没有** 税款在您想要包括的 :ref:`税组` 当您不想将其与其他销售或购买税一起列出时." -#: ../../content/applications/finance/accounting/taxes.rst:177 +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:179 msgid "Definition tab" msgstr "定义选项卡" -#: ../../content/applications/finance/accounting/taxes.rst:179 +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." -msgstr "精确地将应税基础的金额或计算所得税额的百分比分配给多个帐户和税收网." +"the computed tax to multiple accounts and tax grids." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "将税额分配至正确的科目和税项网格" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "**基于**：" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "基数：开票行上的价格" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." -msgstr "税收比率%：计算税收的百分比." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." -msgstr "**帐户** ：如果定义，则记录一个附加日记帐项目." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" -msgstr "高级选项卡" - -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "发票上的标签" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:204 -msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 +msgid "" +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" -"税的标签，显示在 **税** 列的每个开票行上。 这是 *前端* 用户导出的开票时，在客户门户上可见的:ref:`标签` " -"." #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" -msgstr "开票标签显示在各开票行中" - -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "税项组" - -#: ../../content/applications/finance/accounting/taxes.rst:216 -msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +msgid "The label on invoices is displayed on each invoice line" msgstr "" -"选择税收所属的 **税组**。 税组名称是上方的 :ref:`标签` 显示在已导出开票和客户门户的 *总计* 行." -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:217 +msgid "" +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "税项分组名称与开票标签不同" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -"在上面的示例中，我们看到欧洲内部社区客户的税率为0％。 它记录特定帐户和特定税额上的金额。 不过，对客户来说，这是0％的税。 这就是为什么 " -":ref:`开票上的标签 ` 指示 * 0％EU* ，而 *总计* 行上方的税组名称指示 *0％* " -"的原因." -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "包含在分析成本中" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." -msgstr "启用此选项后，税额将分配给与开票行相同的 *分析帐户* ." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "税有三个不同的标签，每个标签都有特定的用途。 请参阅下表以查看它们的显示位置." + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr ":ref:`税收名称 `" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr ":ref:`开票上的标签 `" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" +msgstr ":ref:`税务组 `" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "包含在价格中" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." -msgstr "启用此选项后，总计（含税）等于**销售价格** ." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" -msgstr ":dfn:`总计 = 销售价格 = 计算的不含税价格 + 税`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" -msgstr "例如，某产品的销售价格为$ 1000，我们将应用 *价格的10％* 税，*价格中已包括*。 然后我：" +"With this option activated, the total (including the tax) equals the **sales" +" price**." +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "900.10" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "90.9" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "1,000.00" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -"**开票** ：默认情况下，开票上显示的行小计为 *不含税* 。 要显示 *含税* 行分类显示，请转到：:menuselection:`会计 --> " -"配置 --> 设置 --> 客户开票` ，然后在 *行分类税务显示* 字段中选择 *含税* ，然后点击 *保存* ." -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -"**电子商务** ：默认情况下，您的电子商务网站上显示的价格为 *不含税* 。 要显示 *含税* 价格，请转到 " -":menuselection:`网站--> 配置 --> 设置 --> 定价` ，然后在 *产品价格* 字段中选择 *含税* ，然后单击 *保存* ." -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "影响后续税基" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "使用此选项，已含税总额成为适用于同一产品的其他税种的应税基础." -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." -msgstr "您可以配置新的 :ref:`税组 ` 来包括此税，或直接将其添加到产品系列中." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "在产品线上添加税金的顺序对计算金额的方式没有影响。如果直接在产品列上添加税收，则只有税收序列决定应用它们的顺序." -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -12473,15 +12647,19 @@ msgstr "要重新排序序列，请转到 :menuselection:会计 --> 设置 --> msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "Odoo中的税项序列决定了首先应用的税项" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr ":doc:`taxes/fiscal_positions`" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr ":doc:`taxes/B2B_B2C`" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr ":doc:`reporting/tax_returns`" @@ -12584,6 +12762,7 @@ msgstr "" "因为你可以对所有的东西都可以价外税管理, 而这能让你的销售人员操作起来更加简单以及出错更少." #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -13357,80 +13536,56 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." -msgstr "预提税,也称为保留税收. 它是政府要求在销售开票上预扣或是从收款中扣除税,并将之支付给政府。在大多数地区,预提税用于就业收入." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 -msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." -msgstr "关于普通税收,税应计入应付款合计。而非正常的税收,预提税从应付款中扣除,税由客户支付." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" -msgstr "在哥伦比亚,举个例子,你可能有以下开票:" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 -msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." -msgstr "在这个示例中, 开票 **公司** 欠政府20美元的税, **客户** 欠 **政府** 10美元的税." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 -msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" -msgstr "在Odoo, 创建一个负的税来定义预提税。保留的10%, 需要一下配置(通过:menuselection:`配置 --> 税收`):" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 -msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." -msgstr "为了使税在开票上作为保留税出现,你应该设定一个具体的税组 **保留** ,在 ** 高级选项** 选项卡上." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." -msgstr "一旦税率定义完成, 可在产品,销售订单或开票上使用." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "如果保留税是普通税的一定比例, 创建一个税包含 **税计算** 作为 **税集团** , 并在这组设置两个税(正常的税和保留税)." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "在开票上使用保留税" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "一旦税建立, 可用于客户界面,销售订单或客户开票。也可在销售开票行应用多个税." - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -"当你看到客户开票, 只能得到一个 **税行** , 这行汇总了的税收(正常的税收和保留税)。但是当你打印或发送开票, Odoo将正确地组合所有的税." -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." -msgstr "打印的开票将显示每个组合的不同合计." +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 +msgid "" +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 +msgid "" +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 +msgid "" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 +msgid "" +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" +msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 msgid "TaxCloud integration" @@ -13438,13 +13593,20 @@ msgstr "TaxCloud集成" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr ":doc:`avatax`" @@ -13519,7 +13681,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "供应商账单" @@ -13538,6 +13700,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -13771,6 +13937,12 @@ msgstr "递减" msgid "Declining Then Straight Line" msgstr "先下降然后直线" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "服务器每天一次检查是否有分录需要过账。因此，你所做变更可能需要24小时才能从*草稿*变为*已过账*." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -13781,6 +13953,14 @@ msgstr "这类交易应过账到**资产科目**，而不是默认费用科目." msgid "Configure an Assets Account" msgstr "配置资产科目" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" +"如要在**会计科目表**中配置科目，前往 :menuselection:`会计 --> 配置 --> 会计科目表`，点击*创建*并填写表单." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "Odoo会计应用程序中的资产科目配置" @@ -13791,12 +13971,10 @@ msgid "" msgstr "科目类型必须为*固定资产*或*非流动资产*." #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "将费用过账到正确的科目" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "在草稿账单上选择科目" @@ -13810,12 +13988,10 @@ msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" msgstr "Odoo会计应用程序中草稿账单中的资产科目选择" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "为特定产品选择不同的费用科目" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -13831,8 +14007,11 @@ msgid "" "automation>` for these products." msgstr "你可以为这些产品:ref:`自动创建资产分录`." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "更改已过账日记账项目的科目" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " @@ -13840,10 +14019,18 @@ msgid "" msgstr "" "为此，前往 :menuselection:`会计 --> 会计 --> 采购`打开你的采购日记账，选择你想要修改的日记账项目，点击科目并选择合适的一项." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "在Odoo会计应用程序中修改已过账日记账项目的科目" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "资产分录" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "创建新分录" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -13879,6 +14066,10 @@ msgstr "完成后，点击*计算折旧*（在*确认*按钮旁边），生成** msgid "Depreciation Board in Odoo Accounting" msgstr "Odoo会计应用程序中的折旧面板" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "什么是“即时按比例分配”？" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -14066,6 +14257,13 @@ msgid "" "with the right asset account." msgstr "在创建新资产分录时，在**固定资产科目**中填写正确的资产科目." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "与该科目关联的所有模型的新按钮都会出现在表单顶部。点击模型按钮，根据该模型填写表单." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "Odoo会计应用程序中的资产模式按钮" @@ -14085,6 +14283,10 @@ msgstr "当你创建或编辑类型为*非流动资产*或*固定资产*的科 msgid "You have three choices for the **Automate Assets** field:" msgstr "**自动化资产**字段可有三种选择：" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "**否：**这是默认值。系统不会进行任何自动化." + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -14113,255 +14315,190 @@ msgid "" msgstr "" "例如，你可将此科目选择为某产品默认的**费用科目**，以自动化其采购流程。（参见:ref:`product-assets-account`）." +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr ":doc:`../get_started/chart_of_accounts`" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" -msgstr "递延费用和预付款项" +msgid "Deferred expenses" +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." -msgstr "**递延费用**和**预付款**（又称为**预付费用**）都是未消耗产品或服务已发生但尚未收到产品或服务的成本." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" -"这些费用是支付该费用的公司的**资产**，因为公司已经为产品和服务付费但尚未收到或尚未使用产品和服务。公司不能将其列于当前**损益表**或*利润表*，因为未来才会实际花费该款项." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." -msgstr "这些未来费用必须在公司资产负债表上进行递延，直到即刻或一定时期内在损益表上**确认**完毕." +"period, on the profit and loss statement." +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" -"例如，假设我们为一年的保险费一次性支付$ " -"1200。我们现在已经支付了费用，但还没有使用服务。因此，我们将此新费用过账到*预付费科目*并决定每月确认一次。也就是说，未来12个月，每月确认$ " -"100的费用." #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." -msgstr "Odoo会计应用程序处理递延费用和预付款的方法是将它们分散在多个分录中，它们以*草稿模式*自动创建，然后定期过账." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." +msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." -msgstr "这类交易应过账到**递延费用科目**，而不是默认费用科目." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." +msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" -msgstr "配置递延费用科目" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" -msgstr "Odoo会计应用程序中的递延费用科目配置" +msgid "Deferred expense report" +msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "科目类型必须为*流动资产*或*预付款*" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." -msgstr "在草稿账单上，针对需要递延费用的所有产品选择合适的科目." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." +msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "在Odoo会计应用程序中选择草稿账单中的递延费用科目" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "在Odoo中更改产品的费用科目" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "你可以自动创建这些产品的费用分录（参见`自动化递延费用`_）." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "递延费用分录" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "**递延费用分录**以*草稿模式*自动生成所有日记账分录。然后在费用的全部金额被确认后逐一过账." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "如要创建新分录，前往 :menuselection:`会计 --> 会计 --> 递延费用`，点击*创建*并填写表单." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "点击**选择相关采购**，将现有日记账项目关联到这条新分录。某些字段会自动填充，该日记账项目目前列在*相关费用*选项卡下." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" -msgstr "Odoo会计应用程序中的递延费用记项" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." -msgstr "完成后，点击*计算递延*（在*确认*按钮旁边），生成**费用面板**的所有值。该面板显示Odoo将执行费用确认过账的所有分录和日期." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." +msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" -msgstr "Odoo会计应用程序中的费用面板" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." -msgstr "**即时按比例分配**功能有助于尽可能准确地确认你的费用." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 -msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." -msgstr "使用此功能，费用面板的第一个分录是根据*按比例日期*和*首次确认日期*之间剩余的时间，而不是确认之间的默认时间来计算的." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 -msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "例如，以上费用面板的首次费用金额为$ 70.97，而不是$ 100.00。因此，最后分录金额也相应减少，为$ 29.03." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "采购日记账的递延分录" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "你可在**采购日记账**中从特定的日记账项目创建递延分录." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -"为此，前往 :menuselection:`会计 --> 会计 --> " -"采购`打开你的采购日记账，选择你想要递延的日记账项目。确保将其过账到正确的科目（参见: `更改已过账日记账项目的科目`_）." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "递延费用模型" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 -msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." -msgstr "你可创建**递延费用模型**，以便更快地创建递延费用分录." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." -msgstr "" -"如要创建模型，前往 :menuselection:`会计 --> 配置 --> 递延费用模型`，点击*创建*并按与创建新分录相同的方法填写表单." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." -msgstr "" -"你也可从 :menuselection:`会计 --> 会计 --> 递延费用`打开*已确认递延费用分录*，将它转化为模型，然后点击按钮*保存模型*." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "将递延费用模型应用到新分录" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "在创建新递延费用分录时，在**递延费用科目**中填写正确的确认科目." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" +msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "Odoo会计应用程序中的递延费用模式按钮" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "自动化递延费用" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." -msgstr "当你创建或编辑类型为*流动资产*或*预付款*的科目时，你可将其配置为针对自动记入该科目的费用进行递延." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 +msgid "" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 +msgid "" +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 +msgid "" +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" +msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "**自动化递延费用**字段可有三种选择：" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" -"**创建为草稿：**交易在科目中过账时，系统将创建*递延费用分录*草稿，但未确认.你必须首先在 :menuselection:`会计 --> 会计 " -"--> 递延费用`填写对应的表单." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" -"**创建并确认：**你还必须选择一种递延费用模型（参见: `递延费用模型`_）。交易在科目中过账时，系统自动创建并立即确认*递延费用分录*." - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "在Odoo会计应用程序中的科目自动化递延费用" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." -msgstr "例如，你可将此科目选择为某产品默认的**费用科目**，以完全自动化其采购流程.（参见: `为特定产品选择不同的费用科目`_）." #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 msgid "AI-powered document digitization" @@ -14624,8 +14761,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -14682,6 +14819,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -17027,7 +17166,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "" @@ -17110,7 +17249,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "" @@ -17277,7 +17416,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "用法和测试" @@ -18342,29 +18481,1654 @@ msgstr "" msgid "Australia" msgstr "澳大利亚" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "就业英雄 澳大利亚工资单" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "采购" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "工资" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "就业英雄 澳大利亚工资单" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -18377,7 +20141,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -18387,13 +20151,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -18403,15 +20170,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "您可以选择任何Odoo日记帐来过帐工资单条目。" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "API 如何工作？" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -18424,20 +20191,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -18447,7 +20214,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -18543,7 +20310,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -18561,22 +20328,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -18637,7 +20404,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -18743,12 +20510,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -18848,10 +20609,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -19094,12 +20851,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "电子开票" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -19108,38 +21234,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "在比利时，如果发票上有提前付款折扣，则无论客户是否享受折扣，税款均按折扣后的总金额计算。" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "要应用正确的税额并在增值税申报表中正确报告，请将减税设置为 :guilabel:`始终（开具发票时）`。" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr ":doc:`../accounting/customer_invoices/cash_discounts`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -19149,7 +21275,7 @@ msgstr "" "在比利时，法律规定餐馆或餐车等烹饪业务的所有者，必须使用政府认证的**收银系统**来登记收据。如果他们的年收入（不包括增值税、饮料和外卖食品）超过 " "25,000 欧元，则必须使用该系统。" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -19159,7 +21285,7 @@ msgstr "" "该政府认证系统需要使用:ref: `认证 POS 系统`、:ref: " "`财政数据模块`（或**黑盒子**）和:ref: `增值税签名卡`。" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " @@ -19168,11 +21294,11 @@ msgstr "" "请勿忘记在`联邦公共服务财政登记表 " "`_上登记为*食品服务行业经理*。" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "经过认证的 POS 系统" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " @@ -19181,58 +21307,58 @@ msgstr "" "Odoo POS 系统已通过**Odoo Online** 和**Odoo.sh**上托管数据库主要版本的认证。请参考下表，确保您的 POS " "系统已通过认证。" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "Odoo云端版本" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "Odoo.sh" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "本地部署" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "Odoo 16.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "具有证明的" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "未认证" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "Odoo 15.2" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "Odoo 15.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "Odoo 14.0" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr ":doc:`/administration/maintain/supported_versions`" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -19240,52 +21366,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -19294,7 +21420,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -19302,17 +21428,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -19323,7 +21449,7 @@ msgstr "" "FDM 或**黑盒子**是一种经政府认证的设备，它与销售点应用程序一起工作，并保存您的 POS 订单信息。具体来说，每个 POS " "订单都会生成一个**哈希**（:dfn: `唯一码`），并添加到收据上。这样，政府就可以核实所有收入都已申报。" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -19371,7 +21497,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -19390,7 +21516,7 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "员工表格中的 ISNZ 或 BIS 编号字段" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " @@ -19399,18 +21525,18 @@ msgstr "" "要输入您的信息，请单击您的头像，进入 :menuselection:` 我的个人资料 --> 偏好选项卡` 并在指定字段中输入您的 INSZ 或 BIS" " 编号。" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "您必须直接在生产数据库中配置 :abbr:`FDM （财政数据模块）'。在测试环境中使用可能会导致 FDM 中存储的数据不正确。" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "IoT 盒子" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -19420,19 +21546,19 @@ msgstr "" "要使用 " ":abbr:`FDM（财政数据模块）`，您需要注册一个物联网盒子。如要注册，您必须通过我们的`支持联系表`_与我们联系，并提供以下信息：" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "您的增值税号；" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "您公司的名称、地址和法律架构；以及" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "物联网盒子的 Mac 地址" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -19444,7 +21570,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -19452,17 +21578,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -20026,10 +22152,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -20205,7 +22327,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -20437,7 +22559,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -20467,7 +22589,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -20482,12 +22604,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "`l10n_cl_edi_stock`" @@ -20500,24 +22620,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -20525,110 +22638,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -20636,11 +22749,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -20649,15 +22762,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -20665,11 +22778,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -20679,50 +22792,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -20733,29 +22846,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -20763,19 +22876,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "智利DTE入站电邮服务器配置。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "证书" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -20783,24 +22896,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -20811,13 +22924,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "数字证书配置。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "多币种" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -20826,12 +22939,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "线上伙伴信息" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -20839,43 +22952,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -20885,13 +22998,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "智利合作伙伴电子开票数据。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -20902,56 +23015,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "智利财务文件类别列表。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "Ventas Santiago." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "Ventas Valparaiso." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "Cashier 1." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "Cashier 2." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -20959,32 +23072,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "Employees payments." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -20993,7 +23106,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -21001,7 +23114,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -21009,11 +23122,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "CAF" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -21022,7 +23135,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -21031,14 +23144,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -21046,11 +23159,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -21061,14 +23174,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -21076,60 +23189,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "默认应收科目(PoS)" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "转移科目" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "转化率" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "Chile has several tax types, the most common ones are:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -21141,11 +23254,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "带电子开票交易记录的图表。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -21158,32 +23271,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -21193,7 +23306,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "聊天窗口中显示的DTE XML文件。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -21206,7 +23319,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -21217,7 +23330,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -21230,7 +23343,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "用于开票和状态更新的标识交易记录。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -21241,26 +23354,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -21269,21 +23382,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "Post the invoice again." @@ -21291,11 +23404,11 @@ msgstr "Post the invoice again." msgid "Message when an invoice is rejected." msgstr "开票被拒绝时的提示消息。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "Crossed references" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -21309,14 +23422,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "开票报告PDF" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21327,36 +23440,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "Once the invoice has been sent to the customer:" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "The customer must send a reception confirmation email." -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -21364,11 +23477,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "客户的商业接受信息。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -21381,12 +23494,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "Common errors" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -21478,34 +23591,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -21520,16 +23633,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "创建退款单的CAF。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "用例" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -21543,11 +23656,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -21561,7 +23674,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -21571,17 +23684,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "开票行中具有更正值的退款单。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -21595,23 +23708,23 @@ msgid "" "code 3." msgstr "用于更正金额的部分退款的退款单，SII参考代码为3。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -21622,7 +23735,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -21632,16 +23745,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -21653,55 +23766,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "接收" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "Acceptation" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -21713,11 +23826,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "投诉" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -21732,7 +23845,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -21740,12 +23853,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21753,7 +23866,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21761,14 +23874,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21778,46 +23891,46 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." msgstr ":guilabel:`来自产品模板`：Odoo获取产品模板中配置的价格，并显示在文件中。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." msgstr "电子交货指南用于将库存从一个地点转移至另一地点，可以代表销售、抽样、寄售、内部转移，基本上所有产品动态。" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -21828,13 +23941,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -21845,7 +23958,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -21855,18 +23968,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -21875,7 +23988,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -21883,7 +23996,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -21893,7 +24006,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -21901,18 +24014,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21920,7 +24033,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21930,7 +24043,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -21944,7 +24057,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -21958,7 +24071,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -21968,11 +24081,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "收据过账后：" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -21982,7 +24095,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -21990,18 +24103,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -22009,13 +24122,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -22025,14 +24138,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -22040,11 +24153,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -22055,11 +24168,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -22071,11 +24184,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -22086,32 +24199,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -22124,20 +24237,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -22150,12 +24263,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -22166,7 +24279,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -22178,31 +24291,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -22214,31 +24327,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -22246,23 +24359,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -22270,7 +24383,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -22283,21 +24396,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -22308,17 +24421,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -22329,7 +24442,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -22337,11 +24450,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -22353,19 +24466,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -22377,18 +24490,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "退货" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -22400,7 +24513,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -22410,24 +24523,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -22435,7 +24548,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -22450,11 +24563,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "Propuesta F29" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -22463,13 +24576,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -22480,7 +24593,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -22491,7 +24604,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -24547,8 +26660,8 @@ msgstr "这些代码是机密的，应安全存储." #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" "Odoo 电子商务\n" @@ -26301,7 +28414,6 @@ msgstr "" "section." #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -32428,7 +34540,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -33022,16 +35134,12 @@ msgid "Spain" msgstr "西班牙" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" -msgstr "Spanish Chart of Accounts" +msgid "Spanish chart of accounts" +msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 msgid "PGCE PYMEs 2008" @@ -33047,44 +35155,57 @@ msgstr "PGCE Entitades" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "新建Odoo线上版数据库时，默认安装PGCE PYMEs 2008。" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "Spanish Accounting Reports" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 msgid "Tax Report (Modelo 111)" msgstr "Tax Report (Modelo 111)" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 msgid "Tax Report (Modelo 115)" msgstr "Tax Report (Modelo 115)" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "Tax Report (Modelo 303)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "瑞士" @@ -33338,17 +35459,6 @@ msgstr "7.7% achat" msgid "TVA 7.7%" msgstr "TVA 7.7%" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "采购" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -34025,10 +36135,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "工资" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -34495,6 +36601,7 @@ msgstr ":doc:`Adyen `" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -34502,6 +36609,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -34526,7 +36634,6 @@ msgstr ":doc:`亚马逊支付服务`" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -35113,10 +37220,10 @@ msgstr ":ref:`payment_providers/add_new`" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -35557,8 +37664,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "根据个人喜好配置其他选项。" @@ -36220,7 +38327,11 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." @@ -36228,11 +38339,16 @@ msgstr "" ":ref:`Navigate to the payment provider Mercado Pago " "`，且状态变为:guilabel:`已启用`。" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -36770,7 +38886,14 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr " 点击:guilabel:`新建反射API`，完成配置。" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." @@ -36778,7 +38901,7 @@ msgstr "" ":ref:`Navigate to the payment provider Razorpay " "`，且状态变为:guilabel:`已启用`。" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " @@ -36786,17 +38909,17 @@ msgid "" msgstr "" "在:guilabel:`Credentials`选项卡中，将您在步骤:ref:`payment_providers/razorpay/configure_dashboard`中保存的值填入:guilabel:`密钥ID`、:guilabel:`密钥`和:guilabel:`反射API密钥`。" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "如果您在Odoo中配置为手动捕获金额：" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "请注意，Razorpay不支持**手动撤销**交易。" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -37408,11 +39531,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "模板" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -37421,7 +39557,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -37431,40 +39567,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "角色" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -37475,11 +39612,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -37488,28 +39625,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -37517,7 +39654,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -37525,7 +39662,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -37537,28 +39674,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -37567,7 +39704,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -37578,7 +39715,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -37586,11 +39723,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -37599,7 +39736,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -37610,76 +39747,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -37687,20 +39825,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -37708,33 +39846,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -37742,19 +39880,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -37764,7 +39902,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/zh_CN/LC_MESSAGES/general.po b/locale/zh_CN/LC_MESSAGES/general.po index fbafcf82c..bf362daf7 100644 --- a/locale/zh_CN/LC_MESSAGES/general.po +++ b/locale/zh_CN/LC_MESSAGES/general.po @@ -26,7 +26,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Chloe Wang, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -480,6 +480,8 @@ msgid "" " within one organization or is it meant for customer portal access? The " "above configuration is used for internal users in an organization." msgstr "" +":guilabel:`支持的账户类型` 可能因微软账户类型和 OAuth 的最终用途而异。例如： " +"登录是用于一个组织的内部用户，还是用于客户门户访问？上述配置用于一个组织的内部用户。" #: ../../content/applications/general/auth/azure.rst:68 msgid "" @@ -488,6 +490,8 @@ msgid "" " directory only (Default Directory only - Single tenant)` if the target " "audience is company users." msgstr "" +"如果目标受众是门户用户，请选择 :guilabel:`仅限个人 Microsoft 帐户`。如果目标受众是公司用户，请选择 " +":guilabel:`仅本组织目录中的账户（仅默认目录 - 单租户）`。" #: ../../content/applications/general/auth/azure.rst:72 msgid "" @@ -498,13 +502,18 @@ msgid "" "*mydatabase.odoo.com* if you are hosted on Odoo.com) in the :guilabel:`URL` " "field. Then, click :guilabel:`Register`, and the application is created." msgstr "" +"在 :guilabel:`重定向 URL` 部分，选择 :guilabel:`网页` 作为平台，然后在 :guilabel:`URL` 字段中输入 " +"`https://1/auth_oauth/signin`。在 :guilabel:`URL` " +"字段中，Odoo的基本:abbr:`URL（统一资源定位器）`是您的 Odoo " +"实例可以到达的规范域（例如，*mydatabase.odoo.com*，如果您的主机在 Odoo.com）。然后，点击 " +":guilabel:`注册`，应用程序即可创建。" #: ../../content/applications/general/auth/azure.rst:81 msgid "" "Edit the new app's authentication by clicking on the " ":guilabel:`Authentication` menu item in the left menu after being redirected" " to the application's settings from the previous step." -msgstr "" +msgstr "在重定向到上一步的应用程序设置后，点击左侧菜单中的 :guilabel:`认证` 菜单项，编辑新应用程序的身份验证。" #: ../../content/applications/general/auth/azure.rst:84 msgid "" @@ -517,18 +526,22 @@ msgid "" "and check the boxes labeled: :guilabel:`Access tokens (used for implicit " "flows)` and :guilabel:`ID tokens (used for implicit and hybrid flows)`." msgstr "" +"接下来，将选择 OAuth 身份验证所需的*令牌*类型。这些不是货币令牌，而是在微软和 Odoo " +"之间传递的身份验证令牌。因此，这些令牌无需任何费用；它们仅用于两个 " +":abbr:`API（应用程序编程接口）`之间的身份验证目的。向下滚动屏幕并选中标有:guilabel:`访问令牌（用于隐式流程）`和 " +":guilabel:`ID tokens（用于隐式和混合流程）`的复选框，以选择授权端点应签发的令牌。" #: ../../content/applications/general/auth/azure.rst-1 msgid "Authentication settings and endpoint tokens." -msgstr "" +msgstr "身份验证设置和端点令牌。" #: ../../content/applications/general/auth/azure.rst:96 msgid "Click :guilabel:`Save` to ensure these settings are saved." -msgstr "" +msgstr "单击 :guilabel:`保存` 以确保保存这些设置。" #: ../../content/applications/general/auth/azure.rst:99 msgid "Gather credentials" -msgstr "" +msgstr "收集凭证" #: ../../content/applications/general/auth/azure.rst:101 msgid "" @@ -539,6 +552,8 @@ msgid "" "credential to a clipboard / notepad, as this credential will be used in the " "Odoo configuration later." msgstr "" +"在 Microsoft Azure 控制台中创建并验证应用程序后，接下来将收集凭证。为此，请单击左侧栏中的 :guilabel:`概览` " +"菜单项。在出现的窗口中选择并复制 :guilabel:`应用（客户） ID`。将此凭证粘贴到剪贴板/记事本中，因为稍后在 Odoo 配置中将使用此凭证。" #: ../../content/applications/general/auth/azure.rst:106 msgid "" @@ -546,14 +561,16 @@ msgid "" "and click the *copy icon* next to :guilabel:`OAuth 2.0 authorization " "endpoint (v2)` field. Paste this value in the clipboard / notepad." msgstr "" +"完成此步骤后，单击顶部菜单中的 :guilabel:`终端` 并单击 :guilabel:`OAuth 2.0 授权端点 (v2)` 字段旁边的 " +"*复制图标*。将此值粘贴到剪贴板/记事本中。" #: ../../content/applications/general/auth/azure.rst-1 msgid "Application ID and OAuth 2.0 authorization endpoint (v2) credentials." -msgstr "" +msgstr "应用程序 ID 和 OAuth 2.0 授权端点 (v2) 凭证。" #: ../../content/applications/general/auth/azure.rst:115 msgid "Odoo setup" -msgstr "" +msgstr "Odoo 设置" #: ../../content/applications/general/auth/azure.rst:117 msgid "" @@ -563,6 +580,9 @@ msgid "" "OAuth login feature. Click :guilabel:`Save` to ensure the progress is saved." " Then, sign in to the database once the login screen loads." msgstr "" +"最后，Microsoft Azure OAuth 配置的最后一步是在 Odoo 中进行设置。导航至 :menuselection:`设置 --> 整合 " +"--> OAuth 认证` 并选中复选框以激活 OAuth 登录功能。点击 :guilabel:`保存` " +"以确保保存进度。然后，在登录屏幕加载后登录数据库。" #: ../../content/applications/general/auth/azure.rst:122 msgid "" @@ -570,6 +590,8 @@ msgid "" "Authentication` and click on :guilabel:`OAuth Providers`. Now, select " ":guilabel:`New` in the upper-left corner and name the provider `Azure`." msgstr "" +"再次，导航至 :menuselection:`设置 --> 整合 --> OAuth 认证` 并点击 :guilabel:`OAuth " +"提供商`。现在，选择左上角的 :guilabel:`新建`，并将提供程序命名为 `Azure`。" #: ../../content/applications/general/auth/azure.rst:126 msgid "" @@ -578,12 +600,16 @@ msgid "" ":guilabel:`OAuth 2.0 authorization endpoint (v2)` value into the " ":guilabel:`Authorization URL` field." msgstr "" +"将上一节中的 :guilabel:`应用程序（客户）ID` 粘贴到 :guilabel:`客户 ID` 字段。完成此操作后，将新的 " +":guilabel:`OAuth 2.0 授权端点 (v2)` 值粘贴到 :guilabel:`认证 URL` 字段。" #: ../../content/applications/general/auth/azure.rst:130 msgid "" "For the :guilabel:`UserInfo URL` field, paste the following :abbr:`URL " "(Uniform Resource Locator)`: `https://graph.microsoft.com/oidc/userinfo`" msgstr "" +"在 :guilabel:`UserInfo URL` 字段中，粘贴以下 :abbr:`URL （统一资源定位符）`： " +"`https://graph.microsoft.com/oidc/userinfo`" #: ../../content/applications/general/auth/azure.rst:133 msgid "" @@ -592,6 +618,8 @@ msgid "" "screen by entering the following value: `fa fa-fw fa-windows`, in the " ":guilabel:`CSS class` field." msgstr "" +"在:guilabel:`范围` 字段中粘贴以下值：`openid profile email`。然后，在 :guilabel:`CSS class` " +"字段中输入以下值：`fa fa-fw fa-windows`，即可将 Windows 徽标用作登录屏幕的 CSS 类。" #: ../../content/applications/general/auth/azure.rst:137 msgid "" @@ -600,20 +628,22 @@ msgid "" "label` field. This text will appear next to the Windows logo on the login " "page." msgstr "" +"选中 :guilabel:`Allowed` 字段旁边的复选框以启用 OAuth 提供商。最后，在 :guilabel:`登录按钮标签` 字段中添加 " +"`Microsoft Azure`。此文本将显示在登录页面的 Windows 徽标旁边。" #: ../../content/applications/general/auth/azure.rst-1 msgid "Odoo provider setup in the Settings application." -msgstr "" +msgstr "设置应用程序中的 Odoo 提供商设置。" #: ../../content/applications/general/auth/azure.rst:145 msgid "" ":guilabel:`Save` the changes to complete the OAuth authentication setup in " "Odoo." -msgstr "" +msgstr ":guilabel:`保存`更改，以完成 Odoo 中的 OAuth 身份验证设置。" #: ../../content/applications/general/auth/azure.rst:148 msgid "User experience flows" -msgstr "" +msgstr "用户体验流" #: ../../content/applications/general/auth/azure.rst:150 msgid "" @@ -621,6 +651,8 @@ msgid "" ":menuselection:`Odoo password reset page`. This is the only way that Odoo is" " able to link the Microsoft Azure account and allow the user to log in." msgstr "" +"要使用 Microsoft Azure 登录 Odoo，用户必须访问 :menuselection:`Odoo密码重置页面`。这是 Odoo 链接 " +"Microsoft Azure 账户并允许用户登录的唯一方式。" #: ../../content/applications/general/auth/azure.rst:155 msgid "" @@ -629,6 +661,8 @@ msgid "" "click the new user invitation link that was sent via email, then click on " ":guilabel:`Microsoft Azure`. Users should not set a new password." msgstr "" +"现有用户必须:ref:`重置密码 ` 访问 :menuselection:`Odoo 密码重置页面`。新 " +"Odoo 用户必须点击通过电子邮件发送的新用户邀请链接，然后点击 :guilabel:`Microsoft Azure`。用户不应设置新密码。" #: ../../content/applications/general/auth/azure.rst:160 msgid "" @@ -638,10 +672,13 @@ msgid "" "click on the option labeled :guilabel:`Microsoft Azure`. The page will " "redirect to the Microsoft login page." msgstr "" +"要使用 Microsoft Azure OAuth 提供商首次登录 Odoo，请导航至 " +":menuselection:`Odoo密码重置页面`（使用新用户邀请链接）。此时会出现密码重置页面。然后，点击标有 " +":guilabel:`Microsoft Azure` 的选项。页面将重定向到 Microsoft 登录页面。" #: ../../content/applications/general/auth/azure.rst-1 msgid "Microsoft Outlook login page." -msgstr "" +msgstr "Microsoft Outlook 登录页面。" #: ../../content/applications/general/auth/azure.rst:169 msgid "" @@ -834,7 +871,7 @@ msgstr "OAuth 客户端 ID 选择。" msgid "" "Select :guilabel:`Web Application` as the :guilabel:`Application Type`. Now," " configure the allowed pages on which Odoo will be redirected." -msgstr "" +msgstr "选择 :guilabel:`Web 应用程序` 作为 :guilabel:`应用类型`。现在，配置允许 Odoo 重定向的页面。" #: ../../content/applications/general/auth/google.rst:99 msgid "" @@ -843,6 +880,9 @@ msgid "" "For example: `https://mydomain.odoo.com/auth_oauth/signin`, then click on " ":guilabel:`Create`." msgstr "" +"为此，请在:guilabel:`授权重定向 URIs` " +"字段中输入数据库的域，紧接着输入`/auth_oauth/signin`。例如：`https://mydomain.odoo.com/auth_oauth/signin`，然后点击" +" :guilabel:`创建`。" #: ../../content/applications/general/auth/google.rst:103 msgid "" @@ -851,6 +891,8 @@ msgid "" ":guilabel:`Client ID` for later, as it will be necessary for the " "configuration in Odoo, which will be covered in the following steps." msgstr "" +"创建 *OAuth 客户端* 后，屏幕将显示 :guilabel:`客户 ID` 和 :guilabel:`客户密钥`。复制:guilabel:`客户 " +"ID` 以备不时之需，因为它是在 Odoo 中进行配置所必需的，这将在下面的步骤中介绍。" #: ../../content/applications/general/auth/google.rst:110 msgid "Google Authentication on Odoo" @@ -866,10 +908,12 @@ msgid "" "API Dashboard: :guilabel:`Client ID` and :guilabel:`Client Secret`. Copy the" " :guilabel:`Client ID`." msgstr "" +"完成前面的步骤后，Google API 控制面板上会生成两个密钥：:guilabel:`客户 ID` 和 :guilabel:` 客户密钥`。复制 " +":guilabel:`客户端 ID`。" #: ../../content/applications/general/auth/google.rst-1 msgid "Google OAuth Client ID generated." -msgstr "" +msgstr "已生成 Google OAuth 客户端 ID。" #: ../../content/applications/general/auth/google.rst:127 msgid "Odoo activation" @@ -879,11 +923,11 @@ msgstr "Odoo 激活" msgid "" "Go to :menuselection:`Odoo General Settings --> Integrations` and activate " ":guilabel:`OAuth Authentication`." -msgstr "" +msgstr "进入 :menuselection:`Odoo 常规设置 --> 整合` 并激活 :guilabel:`OAuth 认证`。" #: ../../content/applications/general/auth/google.rst:133 msgid "Odoo may prompt the user to log-in again after this step." -msgstr "" +msgstr "完成此步骤后，Odoo 可能会提示用户重新登录。" #: ../../content/applications/general/auth/google.rst:135 msgid "" @@ -894,10 +938,13 @@ msgid "" ":guilabel:`Client ID` with the key from the Google API Dashboard, and " ":guilabel:`Save`." msgstr "" +"返回 :menuselection:`常规设置 --> 整合 --> OAuth 认证`，激活选择并 :guilabel:`保存`。接下来，返回 " +":menuselection:`常规设置 --> 整合 --> Google 认证` 并激活选择。然后用 Google API 控制面板中的密钥填写 " +":guilabel:`客户 ID`，然后 :guilabel:`保存`。" #: ../../content/applications/general/auth/google.rst:0 msgid "Filling out the client id in Odoo settings." -msgstr "" +msgstr "在 Odoo 设置中填写客户端 ID。" #: ../../content/applications/general/auth/google.rst:145 msgid "" @@ -905,6 +952,8 @@ msgid "" ":guilabel:`OAuth Providers` under the :guilabel:`OAuth Authentication` " "heading in :menuselection:`Integrations`." msgstr "" +"还可通过点击 :menuselection:`整合`中:guilabel:`OAuth 认证` 标题下的 :guilabel:`OAuth 提供商` " +"访问 Google OAuth2 配置。" #: ../../content/applications/general/auth/google.rst:151 msgid "Log in to Odoo with Google" @@ -914,11 +963,11 @@ msgstr "使用谷歌登录Odoo" msgid "" "To link the Google account to the Odoo profile, click on :guilabel:`Log in " "with Google` when first logging into Odoo." -msgstr "" +msgstr "要将 Google 帐户链接到 Odoo 配置文件，请在首次登录 Odoo 时点击 :guilabel:`用 Google 登录`。" #: ../../content/applications/general/auth/google.rst:0 msgid "Reset password screen with \"Log in with Google\" button." -msgstr "" +msgstr "重置密码界面，带有“使用 Google 登录”按钮。" #: ../../content/applications/general/auth/google.rst:161 msgid "" @@ -927,6 +976,8 @@ msgid "" "directly click on :guilabel:`Log in with Google`, instead of choosing a new " "password." msgstr "" +"现有用户必须 :ref:`重置密码 ` 才能访问 :menuselection:`重设密码` " +"页面，而新用户可以直接点击 :guilabel:`使用 Google 登录`，而无需选择新密码。" #: ../../content/applications/general/auth/google.rst:166 msgid "" @@ -1003,6 +1054,11 @@ msgid "" " the :ref:`command palette ` or the" " :ref:`URL `." msgstr "" +"开发人员模式（或调试模式）可解锁访问 Odoo 中的额外和高级工具。激活开发者模式有几种方法：通过 :ref:`设置 " +"`, :ref:`浏览器扩展 " +"`, 通过 :ref:`命令面板 " +"` 或 :ref:`URL " +"`。" #: ../../content/applications/general/developer_mode.rst:17 msgid "Activate through the Settings" @@ -1016,10 +1072,13 @@ msgid "" "to be installed for the :guilabel:`Developer Tools` section to appear in the" " :guilabel:`Settings` module." msgstr "" +"调试模式可在 Odoo 数据库设置中激活。进入 :menuselection:`设置-->常规设置-->开发工具`，点击 " +":guilabel:`激活开发模式`。至少需要安装一个应用程序才能在 :guilabel:`设置` 模块中显示 :guilabel:`开发者工具` " +"部分。" #: ../../content/applications/general/developer_mode.rst-1 msgid "Overview of the debug options under settings in Odoo." -msgstr "" +msgstr "Odoo 设置下的调试选项概览。" #: ../../content/applications/general/developer_mode.rst:29 msgid "" @@ -1027,23 +1086,24 @@ msgid "" " :guilabel:`Activate the developer mode (with tests assets)` is used by " "developers and testers." msgstr "" +":guilabel:`激活开发者模式（带资产）`供开发者使用； :guilabel:`激活开发者模式（带测试资产）`由开发者和测试人员使用。" #: ../../content/applications/general/developer_mode.rst:32 msgid "" "Once activated, the :guilabel:`Deactivate the developer mode` option becomes" " available." -msgstr "" +msgstr "一旦激活，:guilabel:`停用开发者模式`选项就会可用。" #: ../../content/applications/general/developer_mode.rst:37 msgid "Activate through the browser extension" -msgstr "" +msgstr "通过浏览器扩展程序激活" #: ../../content/applications/general/developer_mode.rst:39 msgid "" "Within a web browser, navigate to the browser settings and extensions and " "search for the `Odoo Debug` extension. Once the extension is installed, a " "new icon will be shown on the browser's toolbar." -msgstr "" +msgstr "在网络浏览器中，进入浏览器设置和扩展，搜索 `Odoo Debug` 扩展。安装扩展后，浏览器工具栏上将显示一个新图标。" #: ../../content/applications/general/developer_mode.rst:43 msgid "" @@ -1054,7 +1114,7 @@ msgstr "对于 *Odoo Debug* 扩展，单击可启用模式的正常版本，而 #: ../../content/applications/general/developer_mode.rst-1 msgid "View of Odoo's debug icon in a Google Chrome toolbar." -msgstr "" +msgstr "Google Chrome 工具栏中 Odoo 调试图标的视图。" #: ../../content/applications/general/developer_mode.rst:53 msgid "Activate through the command palette" @@ -1066,10 +1126,12 @@ msgid "" "First, open the command palette tool with the keyboard shortcut `ctrl+k` and" " then type `debug`. A command will show up to activate the debug mode." msgstr "" +"在 Odoo 中，命令调板工具有一个激活调试模式的命令。首先，使用键盘快捷键 `ctrl+k` 打开命令调色板工具，然后输入 " +"`debug`。这时会出现一条激活调试模式的命令。" #: ../../content/applications/general/developer_mode.rst-1 msgid "Command palette with debug command." -msgstr "" +msgstr "带有调试指令的指令调色板。" #: ../../content/applications/general/developer_mode.rst:68 msgid "Activate through the URL" @@ -1081,10 +1143,12 @@ msgid "" "database's URL. In the URL, add `?debug=1` or `?debug=true` after `/web`. To" " deactivate the debug mode, change the value to `?debug=0` instead." msgstr "" +"调试模式也可以通过在数据库的 URL 中添加额外的查询字符串来激活。在 URL " +"中，在`/web`后添加`?debug=1`或`?debug=true`。要停用调试模式，可将其值改为 `?debug=0`。" #: ../../content/applications/general/developer_mode.rst-1 msgid "Overview of a URL with the debug mode command added." -msgstr "" +msgstr "添加了调试模式命令的 URL 概述。" #: ../../content/applications/general/developer_mode.rst:79 msgid "" @@ -1099,18 +1163,18 @@ msgstr "" #: ../../content/applications/general/developer_mode.rst:86 msgid "Locate the developer mode tools" -msgstr "" +msgstr "找到开发者模式工具" #: ../../content/applications/general/developer_mode.rst:88 msgid "" "Once developer mode is activated, the developer mode tools can be accessed " "from the :guilabel:`Open Developer Tools` button, the bug icon located in " "the header of the Odoo database." -msgstr "" +msgstr "激活开发者模式后，可通过 :guilabel:`打开开发者工具` 按钮访问开发者模式工具，该按钮是位于 Odoo 数据库标题中的错误图标。" #: ../../content/applications/general/developer_mode.rst-1 msgid "Overview of a console page and the debug icon being shown in Odoo." -msgstr "" +msgstr "Odoo 中显示的控制台页面和调试图标概览。" #: ../../content/applications/general/developer_mode.rst:95 msgid "" @@ -1119,22 +1183,23 @@ msgid "" "filters, actions, and view options, the developer mode tools contain some " "useful menu items such as:" msgstr "" +"该菜单包含对理解或编辑技术数据（如页面的视图或操作）非常有用的附加工具。在具有过滤器、操作和视图选项的页面上，开发人员模式工具包含一些有用的菜单项，如：" #: ../../content/applications/general/developer_mode.rst:99 msgid ":guilabel:`Edit Action`" -msgstr "" +msgstr ":guilabel:`编辑操作`" #: ../../content/applications/general/developer_mode.rst:100 msgid ":guilabel:`Manage Filters`" -msgstr "" +msgstr ":guilabel:`管理筛选器`" #: ../../content/applications/general/developer_mode.rst:101 msgid "Edit the current view (e.g. Kanban, List, Graph, etc.)" -msgstr "" +msgstr "编辑当前视图（例如看板、列表、图表等）" #: ../../content/applications/general/developer_mode.rst:102 msgid "See the :guilabel:`Fields View Get`" -msgstr "" +msgstr "请参阅:guilabel:`字段视图获取`" #: ../../content/applications/general/digest_emails.rst:3 msgid "Digest Emails" @@ -1432,11 +1497,11 @@ msgstr "电子邮件通信" #: ../../content/applications/general/email_communication/email_domain.rst:3 msgid "Configure DNS records to send emails in Odoo" -msgstr "" +msgstr "配置 DNS 记录以便在 Odoo 中发送电子邮件" #: ../../content/applications/general/email_communication/email_domain.rst:6 msgid "SPAM labels overview" -msgstr "" +msgstr "垃圾邮件标签概览" #: ../../content/applications/general/email_communication/email_domain.rst:8 msgid "" @@ -1445,6 +1510,8 @@ msgid "" "of Odoo's control, notably the way the different email providers classify " "Odoo's emails according to their own restriction policy and/or limitations." msgstr "" +"有时，来自 Odoo 的电子邮件会被不同的电子邮件提供商错误分类，最终进入垃圾邮件文件夹。目前，有些设置不在 Odoo " +"的控制范围内，特别是不同的电子邮件提供商根据自己的限制政策和/或限制对 Odoo 的电子邮件进行分类的方式。" #: ../../content/applications/general/email_communication/email_domain.rst:12 msgid "" @@ -1456,6 +1523,11 @@ msgid "" "is greatly improved with the :ref:`notifications configuration " "`." msgstr "" +"根据 Odoo 的标准，电子邮件是从 ``\"name of the author\" " +"`` 接收的。可以翻译成：``\"作者姓名\" " +"<{ICP.mail.from.filter}@{mail.catchall.domain}>``. 在这种情况下，ICP 代表 " +"\"ir.config.parameters\"，即系统参数。使用 :ref:`通知配置 " +"`，可大大提高送达率。" #: ../../content/applications/general/email_communication/email_domain.rst:18 msgid "" @@ -1466,6 +1538,9 @@ msgid "" "is also possible to add the Odoo database domain onto a safe senders list or" " whitelist on the receiving domain." msgstr "" +"为了让服务器更经常地接受来自 Odoo 的电子邮件，解决方案之一是让客户在自己的邮箱中创建规则。可以在电子邮件收件箱中添加过滤器，这样当收到来自 " +"Odoo 的电子邮件时（\"notifications@mycompany.odoo.com\"），它就会被移到收件箱中。还可以将 Odoo " +"数据库域添加到安全发件人列表或接收域的白名单中。" #: ../../content/applications/general/email_communication/email_domain.rst:24 msgid "" @@ -1473,6 +1548,8 @@ msgid "" "ticket `_ and the support team will work to get " "the servers removed from the blacklist." msgstr "" +"如果 Odoo 电子邮件服务器出现在黑名单上，请通过 `新帮助工单 `_通知 " +"Odoo，支持团队会将服务器从黑名单中移除。" #: ../../content/applications/general/email_communication/email_domain.rst:28 msgid "" @@ -1484,6 +1561,9 @@ msgid "" "Reporting, & Conformance)`. Ultimately though, it is up to the discretion of" " the final receiving mailbox." msgstr "" +"如果 Odoo 数据库使用自定义域名从 Odoo 发送电子邮件，则应在自定义域名的 DNS " +"上实施三项记录，以确保电子邮件可送达。这包括为:abbr:`SPF（发件人策略框架）`、: abbr:`DKIM（域键识别邮件）`和: " +"abbr:`DMARC（基于域的消息验证、报告和一致性）`设置记录。不过，最终接收邮箱的处理方式由其自行决定。" #: ../../content/applications/general/email_communication/email_domain.rst:38 msgid "Be SPF compliant" @@ -1497,6 +1577,8 @@ msgid "" " sending server is on the list of allowed IPs according to the sender's " ":abbr:`SPF (Sender Policy Framework)` record." msgstr "" +"发件人策略框架（SPF）协议允许域名所有者指定哪些服务器可以从该域名发送电子邮件。当服务器接收到传入的电子邮件时，它会根据发件人的 :abbr:`SPF" +" （发件人策略框架）` 记录，检查发送服务器的 IP 地址是否在允许的 IP 列表中。" #: ../../content/applications/general/email_communication/email_domain.rst:46 msgid "" @@ -1505,6 +1587,8 @@ msgid "" "email sent by Odoo, this domain corresponds to the value of the " "`mail.catchall.domain` key in the database system parameters." msgstr "" +":abbr:`SPF（发件人策略框架）`验证在电子邮件的`返回路径`字段中提到的域上执行。在由 Odoo " +"发送电子邮件的情况下，该域与数据库系统参数中的`mail.catchall.domain`键值相对应。" #: ../../content/applications/general/email_communication/email_domain.rst:50 msgid "" @@ -1514,6 +1598,8 @@ msgid "" "order for the verification to work properly, each domain can only have one " ":abbr:`SPF (Sender Policy Framework)` record." msgstr "" +"域名的 :abbr:`SPF（发件人策略框架）`策略通过 TXT 记录设置。创建或修改 TXT 记录的方法取决于托管域名的 " +":abbr:`DNS（域名系统）` 区域的提供商。为了验证正常，每个域名只能有一个:abbr:`SPF（发件人策略框架）` 记录。" #: ../../content/applications/general/email_communication/email_domain.rst:55 msgid "" @@ -1521,12 +1607,14 @@ msgid "" " record, create one using the following input: `v=spf1 include:_spf.odoo.com" " ~all`" msgstr "" +"如果域名还没有:abbr:`SPF（发件人策略框架）` 记录，请使用以下输入进行创建： v=spf1 include:_spf.odoo.com " +"~all`。" #: ../../content/applications/general/email_communication/email_domain.rst:58 msgid "" "If the domain name already has a :abbr:`SPF (Sender Policy Framework)` " "record, the record must be updated (and do not create a new one)." -msgstr "" +msgstr "如果域名已有:abbr:`SPF（发件人策略框架）` 记录，则必须更新该记录（不要创建新记录）。" #: ../../content/applications/general/email_communication/email_domain.rst:63 msgid "" @@ -1534,12 +1622,17 @@ msgid "" "`include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " "include:_spf.google.com ~all`" msgstr "" +"如果 TXT 记录为`v=spf1 include:_spf.google.com " +"~all`，则编辑它以添加`include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " +"include:_spf.google.com ~all`。" #: ../../content/applications/general/email_communication/email_domain.rst:66 msgid "" "Check if the :abbr:`SPF (Sender Policy Framework)` record is valid with a " "free tool like `MXToolbox SPF `_." msgstr "" +"使用 `MXToolbox SPF `_ " +"等免费工具检查:abbr:`SPF（发件人策略框架）` 记录是否有效。" #: ../../content/applications/general/email_communication/email_domain.rst:72 msgid "Enable DKIM" @@ -1549,7 +1642,7 @@ msgstr "启用DKIM" msgid "" "The DomainKeys Identified Mail (DKIM) allows a user to authenticate emails " "with a digital signature." -msgstr "" +msgstr "域名密钥识别邮件（DKIM）允许用户使用数字签名对电子邮件进行身份验证。" #: ../../content/applications/general/email_communication/email_domain.rst:77 msgid "" @@ -1560,6 +1653,9 @@ msgid "" "contained in the record match, this guarantees that the message is authentic" " and has not been altered during transport." msgstr "" +"发送电子邮件时，Odoo 服务器会在标题中包含一个唯一的 :abbr:`DKIM（域名密钥识别邮件）` " +"签名。收件人的服务器使用数据库域名中的:abbr:`DKIM（域名密钥识别邮件）` " +"记录解密该签名。如果签名和记录中包含的密钥相匹配，就能保证邮件是真实的，在传输过程中没有被篡改。" #: ../../content/applications/general/email_communication/email_domain.rst:83 msgid "" @@ -1567,10 +1663,12 @@ msgid "" "(Canonical Name)` record to the :abbr:`DNS (Domain Name System)` zone of the" " domain name:" msgstr "" +"要启用:abbr:`DKIM（域名密钥识别邮件）`，请在域名的 :abbr:`DNS（域名系统）` 区域添加一条 :abbr:`CNAME（规范名称）`" +" 记录：" #: ../../content/applications/general/email_communication/email_domain.rst:86 msgid "`odoo._domainkey IN CNAME odoo._domainkey.odoo.com.`" -msgstr "" +msgstr "`odoo._domainkey IN CNAME odoo._domainkey.odoo.com.`" #: ../../content/applications/general/email_communication/email_domain.rst:89 msgid "" @@ -1578,6 +1676,8 @@ msgid "" "`odoo._domainkey.mycompany.com` whose canonical name is " "`odoo._domainkey.odoo.com.`." msgstr "" +"如果域名为`mycompany.com`，请确保创建一个子域 `odoo._domainkey.mycompany.com` ，其规范名称为 " +"`odoo._domainkey.odoo.com.`。" #: ../../content/applications/general/email_communication/email_domain.rst:92 msgid "" @@ -1586,6 +1686,8 @@ msgid "" "domain name. The most common providers are :ref:`listed below " "`." msgstr "" +"创建或修改:abbr:`CNAME（规范名称）` 记录的方法取决于托管域名的 :abbr:`DNS（域名系统）` 区域的提供商。最常见的提供商是 " +":ref:`下面列出的 `。" #: ../../content/applications/general/email_communication/email_domain.rst:96 msgid "" @@ -1593,10 +1695,12 @@ msgid "" "a free tool like `DKIM Core `_. If a selector " "is asked, enter `odoo`." msgstr "" +"使用:abbr:`DKIM 核心`_等免费工具检查 " +":abbr:`DKIM（域名密钥识别邮件）` 记录是否有效。如果询问选择器，请输入`odoo`。" #: ../../content/applications/general/email_communication/email_domain.rst:100 msgid "Check the DMARC policy" -msgstr "" +msgstr "查看 DMARC 政策" #: ../../content/applications/general/email_communication/email_domain.rst:102 msgid "" @@ -1608,33 +1712,36 @@ msgid "" " with an incoming email that fails the :abbr:`SPF (Sender Policy Framework)`" " and/or :abbr:`DKIM (DomainKeys Identified Mail)` check." msgstr "" +"基于域的消息验证、报告和一致性（DMARC）记录是一个将 :abbr:`SPF（发件人政策框架）` 和 :abbr:`DKIM（域名密钥识别邮件）` " +"统一起来的协议。域名的 :abbr:`DMARC （基于域的消息身份验证、报告和一致性）` 记录中包含的指令告诉目标服务器如何处理未通过 " +":abbr:`SPF （发件人政策框架）` 和/或:abbr:`DKIM（域名密钥识别邮件）`检查的传入电子邮件。" #: ../../content/applications/general/email_communication/email_domain.rst:110 msgid "DMARC: TXT record" -msgstr "" +msgstr "DMARC：TXT 记录" #: ../../content/applications/general/email_communication/email_domain.rst:112 msgid "`v=DMARC1; p=none;`" -msgstr "" +msgstr "`v=DMARC1; p=none;`" #: ../../content/applications/general/email_communication/email_domain.rst:114 msgid "" "There are three :abbr:`DMARC (Domain-based Message Authentication, " "Reporting, & Conformance)` policies:" -msgstr "" +msgstr "有三种:abbr:`DMARC（基于域的消息验证、报告和一致性）`策略：" #: ../../content/applications/general/email_communication/email_domain.rst:117 msgid "`p=none`" -msgstr "" +msgstr "`p=none`" #: ../../content/applications/general/email_communication/email_domain.rst:118 #: ../../content/applications/general/email_communication/email_domain.rst:171 msgid "`p=quarantine`" -msgstr "" +msgstr "`p=quarantine`" #: ../../content/applications/general/email_communication/email_domain.rst:119 msgid "`p=reject`" -msgstr "" +msgstr "`p=reject`" #: ../../content/applications/general/email_communication/email_domain.rst:121 msgid "" @@ -1642,6 +1749,8 @@ msgid "" "quarantine that email or ignore it if the :abbr:`SPF (Sender Policy " "Framework)` and/or :abbr:`DKIM (DomainKeys Identified Mail)` check fails." msgstr "" +"`p=隔离 和 `p=拒绝` 指示接收电子邮件的服务器隔离该电子邮件，或者如果 :abbr:`SPF（发件人策略框架）和/或 " +"DKIM（域名密钥识别邮件）`检查失败，则忽略该邮件。" #: ../../content/applications/general/email_communication/email_domain.rst:125 msgid "" @@ -1650,6 +1759,8 @@ msgid "" " must be :abbr:`SPF (Sender Policy Framework)` compliant or enable " ":abbr:`DKIM (DomainKeys Identified Mail)`." msgstr "" +"如果域名使用 : abbr:`DMARC（基于域的消息验证、报告和一致性）`并定义了这些策略之一，则域名必须符合 " +":abbr:`SPF（发件人策略框架）`或启用:abbr:`DKIM（域密钥识别邮件）`。" #: ../../content/applications/general/email_communication/email_domain.rst:130 msgid "" @@ -1659,6 +1770,9 @@ msgid "" "*@aol.com* address for the database users. These emails will never reach " "their recipient." msgstr "" +"Yahoo 或 AOL 是电子邮件提供商的例子，它们的: " +"abbr:`DMARC（基于域的消息验证、报告和一致性）`策略设置为`p=reject`。Odoo " +"强烈建议数据库用户不要使用*@yahoo.com*或*@aol.com*地址。这些电子邮件将永远无法送达收件人。" #: ../../content/applications/general/email_communication/email_domain.rst:135 msgid "" @@ -1667,6 +1781,8 @@ msgid "" ":abbr:`DMARC (Domain-based Message Authentication, Reporting, & " "Conformance)` check fails." msgstr "" +"`p=none` 用于域所有者接收关于使用其域的实体的报告。如果:abbr:`DMARC（基于域的消息身份验证、报告和一致性）` " +"检查失败，则不应影响送达率。" #: ../../content/applications/general/email_communication/email_domain.rst:139 msgid "" @@ -1682,10 +1798,15 @@ msgid "" "Authentication, Reporting, & Conformance)` policy should not start out being" " too restrictive." msgstr "" +":abbr:`DMARC（基于域的消息身份验证、报告和一致性）` 记录由:abbr:`DNS（域名系统）` " +"记录形式的标签组成。这些标签/参数可用于报告，如:abbr:`RUA （汇总报告的报告 URI）\"和:abbr:`RUF （取证报告的报告 " +"URI）`，以及更精确的规范，如:abbr:`PCT（被过滤邮件百分比）`、:abbr:`P（组织域策略）`、:abbr:`SP（OD " +"子域策略）`、:abbr:`ADKIM（DKIM 对齐模式）和:abbr:`ASPF（SPF " +"对齐模式）。为获得最佳实践，:abbr:`DMARC（基于域的消息验证、报告和一致性）`策略一开始不应限制性过强。" #: ../../content/applications/general/email_communication/email_domain.rst:148 msgid "The following chart displays available tags:" -msgstr "" +msgstr "下图显示了可用的标签：" #: ../../content/applications/general/email_communication/email_domain.rst:154 msgid "Tag Name" @@ -1729,7 +1850,7 @@ msgstr "ruf" #: ../../content/applications/general/email_communication/email_domain.rst:164 msgid "Reporting URI for forensic reports" -msgstr "" +msgstr "取证报告的报告 URI" #: ../../content/applications/general/email_communication/email_domain.rst:165 msgid "`ruf=mailto:authfail@example.com`" @@ -1741,7 +1862,7 @@ msgstr "rua" #: ../../content/applications/general/email_communication/email_domain.rst:167 msgid "Reporting URI of aggregate reports" -msgstr "" +msgstr "汇总报告的报告 URI" #: ../../content/applications/general/email_communication/email_domain.rst:168 msgid "`rua=mailto:aggrep@example.com`" @@ -1753,43 +1874,43 @@ msgstr "p" #: ../../content/applications/general/email_communication/email_domain.rst:170 msgid "Policy for organizational domain" -msgstr "" +msgstr "组织域政策" #: ../../content/applications/general/email_communication/email_domain.rst:172 msgid "sp" -msgstr "" +msgstr "sp" #: ../../content/applications/general/email_communication/email_domain.rst:173 msgid "Policy for subdomains of the OD" -msgstr "" +msgstr "OD 子域策略" #: ../../content/applications/general/email_communication/email_domain.rst:174 msgid "`sp=reject`" -msgstr "" +msgstr "`sp=reject`" #: ../../content/applications/general/email_communication/email_domain.rst:175 msgid "adkim" -msgstr "" +msgstr "adkim" #: ../../content/applications/general/email_communication/email_domain.rst:176 msgid "Alignment mode for DKIM" -msgstr "" +msgstr "DKIM 对齐模式" #: ../../content/applications/general/email_communication/email_domain.rst:177 msgid "`adkim=s`" -msgstr "" +msgstr "`adkim=s`" #: ../../content/applications/general/email_communication/email_domain.rst:178 msgid "aspf" -msgstr "" +msgstr "aspf" #: ../../content/applications/general/email_communication/email_domain.rst:179 msgid "Alignment mode for SPF" -msgstr "" +msgstr "SPF 对齐模式" #: ../../content/applications/general/email_communication/email_domain.rst:180 msgid "`aspf=r`" -msgstr "" +msgstr "`aspf=r`" #: ../../content/applications/general/email_communication/email_domain.rst:182 msgid "" @@ -1797,6 +1918,8 @@ msgid "" "Conformance)` record of a domain name with a tool like `MXToolbox DMARC " "`_." msgstr "" +"使用`MXToolbox DMARC `_等工具检查域名的 :abbr:`DMARC" +" （基于域的消息身份验证、报告和一致性）`记录。" #: ../../content/applications/general/email_communication/email_domain.rst:186 msgid "" @@ -2012,7 +2135,7 @@ msgid "" ":doc:`email_domain`." msgstr "" "确保发出的域在 :abbr:`DNS （域名系统）` 上设置了 : abbr:`SPF （发件人策略框架）`、: abbr:`DKIM " -"（域名密钥识别邮件）` 和 :abbr:`DMARC （基于域的报文验证、报告和一致性）`，这将提高可送达性。更多信息请参阅 " +"（域名密钥识别邮件）` 和 :abbr:`DMARC （基于域的报文验证、报告和一致性）`，这将提高送达率。更多信息请参阅 " ":doc:`email_domain`。" #: ../../content/applications/general/email_communication/email_servers.rst:78 @@ -2060,24 +2183,26 @@ msgid "" "` and going to :menuselection:`Settings --> Technical --> " "Parameters --> System Parameters` menu." msgstr "" +"激活:ref:`开发者模式` 并进入 :menuselection:`设置 --> 技术 --> 参数 --> " +"系统参数菜单`，访问 :guilabel:`系统参数`。" #: ../../content/applications/general/email_communication/email_servers.rst:102 msgid "" "To force the email address from which emails are sent, a combination of the " "following keys needs to be set in the system parameters of the database:" -msgstr "" +msgstr "要强制从电子邮件地址发送电子邮件，需要在数据库的系统参数中设置以下密钥组合：" #: ../../content/applications/general/email_communication/email_servers.rst:105 msgid "" "`mail.default.from`: accepts the local part or a complete email address as " "value" -msgstr "" +msgstr "`mail.default.from`：接受本地部分或完整的电子邮件地址作为值" #: ../../content/applications/general/email_communication/email_servers.rst:106 msgid "" "`mail.default.from_filter`: accepts a domain name or a full email address as" " value" -msgstr "" +msgstr "`mail.default.from_filter`：接受域名或完整的电子邮件地址作为值" #: ../../content/applications/general/email_communication/email_servers.rst:109 msgid "" @@ -2085,6 +2210,8 @@ msgid "" "the default Odoo email server, otherwise this parameter can be set using the" " `from_filter` field on `ir.mail_server`." msgstr "" +"`mail.default.from_filter`仅适用于`odoo-bin`配置或默认的 Odoo 电子邮件服务器，否则可使用 " +"`ir.mail_server`中的 `from_filter` 字段设置该参数。" #: ../../content/applications/general/email_communication/email_servers.rst:112 msgid "" @@ -2093,6 +2220,8 @@ msgid "" "the email will be encapsulated using a combination of the two system " "parameters: `mail.default.from` and `mail.catchall.domain`." msgstr "" +"该字段可以是域名或整个电子邮件地址，也可以为空。如果发件人的电子邮件地址与此设置过滤器不匹配，则电子邮件将使用两个系统参数的组合进行封装：`mail.default.from`和" +" `mail.catchall.domain`。" #: ../../content/applications/general/email_communication/email_servers.rst:117 msgid "" @@ -2102,6 +2231,9 @@ msgid "" "in Odoo: ``“Admin” `` => ``“Admin” " "``." msgstr "" +"在下面的示例中，发件人电子邮件地址被替换为两个系统参数（`mail.default.from`和`mail.catchall.domain`）的组合。这是" +" Odoo 中的默认通知配置：``\"Admin\" `` => ``\"Admin\" " +"``。" #: ../../content/applications/general/email_communication/email_servers.rst:122 msgid "" @@ -2110,6 +2242,7 @@ msgid "" "`mail.default.from` (if it contains a full email address) or a combination " "of `mail.default.from` and `mail.catchall.domain`." msgstr "" +"换言之，如果作者的电子邮件地址与`mail.default.from_filter`不匹配，电子邮件地址就会被`mail.default.from`（如果其中包含完整的电子邮件地址）或`mail.default.from`和`mail.catchall.domain`的组合所取代。" #: ../../content/applications/general/email_communication/email_servers.rst:126 msgid "" @@ -2118,10 +2251,12 @@ msgid "" "addresses that are different from `mail.default.from` will be encapsulated " "in `mail.default.from`." msgstr "" +"如果`from_filter`包含一个完整的电子邮件地址，而 `mail.default.from` 与该地址相同，那么所有与 " +"`mail.default.from`不同的电子邮件地址都将封装在`mail.default.from`中。" #: ../../content/applications/general/email_communication/email_servers.rst:133 msgid "Utilizing the \"From\" filter on an outgoing email server" -msgstr "" +msgstr "利用外发电子邮件服务器上的 \"发件人\" 筛选器" #: ../../content/applications/general/email_communication/email_servers.rst:135 msgid "" @@ -2134,16 +2269,20 @@ msgid "" "field in Odoo by navigating to :menuselection:`Settings --> Discuss --> " "Custom Mail Servers --> Outgoing Mail Servers --> New`." msgstr "" +"通过 :guilabel:`FROM Filtering` 字段，可根据 Odoo 代表发送的 :guilabel:`From` " +"电子邮件地址或域使用特定的外发电子邮件服务器。此设置可用于提高从数据库发送电子邮件的送达率/发送成功率。设置:guilabel:`FROM " +"Filtering` 字段还可用于在多公司环境中从不同域发送。在 Odoo 中通过导航至 :menuselection:`设置 --> 讨论 --> " +"自定义邮件服务器 --> 发送邮件服务器 --> 新建` 访问此字段。" #: ../../content/applications/general/email_communication/email_servers.rst-1 msgid "Outgoing email server settings and the FROM filter settings." -msgstr "" +msgstr "外发邮件服务器设置和 FROM 筛选器设置。" #: ../../content/applications/general/email_communication/email_servers.rst:146 msgid "" "When an email is sent from Odoo while the :guilabel:`FROM Filtering` field " "is set, an email server is chosen in the following sequence:" -msgstr "" +msgstr "当设置 :guilabel:`FROM Filtering` 字段时，从 Odoo 发送电子邮件时，将按以下顺序选择电子邮件服务器：" #: ../../content/applications/general/email_communication/email_servers.rst:149 msgid "" @@ -2577,23 +2716,23 @@ msgstr ":guilabel:`结构`" #: ../../content/applications/general/email_communication/email_template.rst:45 msgid ":guilabel:`Bulleted list`: Create a simple bulleted list." -msgstr "" +msgstr ":guilabel:`项目符号列表`： 创建一个简单的项目符号列表。" #: ../../content/applications/general/email_communication/email_template.rst:46 msgid ":guilabel:`Numbered list`: Create a list with numbering." -msgstr "" +msgstr ":guilabel:`编号列表`： 创建带编号的列表。" #: ../../content/applications/general/email_communication/email_template.rst:47 msgid ":guilabel:`Checklist`: Track tasks with a checklist." -msgstr "" +msgstr ":guilabel:`清单`：使用清单跟踪任务。" #: ../../content/applications/general/email_communication/email_template.rst:48 msgid ":guilabel:`Table`: Insert a table." -msgstr "" +msgstr ":guilabel:`表格`： 插入表格。" #: ../../content/applications/general/email_communication/email_template.rst:49 msgid ":guilabel:`Separator`: Insert a horizontal rule separator." -msgstr "" +msgstr ":guilabel:`分隔符`：插入水平线分隔符。" #: ../../content/applications/general/email_communication/email_template.rst:50 msgid ":guilabel:`Quote`: Add a blockquote section." @@ -2601,87 +2740,87 @@ msgstr "" #: ../../content/applications/general/email_communication/email_template.rst:51 msgid ":guilabel:`Code`: Add a code section." -msgstr "" +msgstr ":guilabel:`代码`：添加代码部分。" #: ../../content/applications/general/email_communication/email_template.rst:52 msgid ":guilabel:`2 columns`: Convert into two columns." -msgstr "" +msgstr ":guilabel:`2 列`： 转换为两列。" #: ../../content/applications/general/email_communication/email_template.rst:53 msgid ":guilabel:`3 columns`: Convert into three columns." -msgstr "" +msgstr ":guilabel:`3 列`：转换为三列。" #: ../../content/applications/general/email_communication/email_template.rst:54 msgid ":guilabel:`4 columns`: Convert into four columns." -msgstr "" +msgstr ":guilabel:`4 列`：转换为四列。" #: ../../content/applications/general/email_communication/email_template.rst:56 msgid ":guilabel:`Format`" -msgstr "" +msgstr ":guilabel:`格式`" #: ../../content/applications/general/email_communication/email_template.rst:58 msgid ":guilabel:`Heading 1`: Big section heading." -msgstr "" +msgstr ":guilabel:`标题 1`：大标题。" #: ../../content/applications/general/email_communication/email_template.rst:59 msgid ":guilabel:`Heading 2`: Medium section heading." -msgstr "" +msgstr ":guilabel:`标题 2`：中标题。" #: ../../content/applications/general/email_communication/email_template.rst:60 msgid ":guilabel:`Heading 3`: Small section heading." -msgstr "" +msgstr ":guilabel:`标题 3`：小标题。" #: ../../content/applications/general/email_communication/email_template.rst:61 msgid ":guilabel:`Switch direction`: Switch the text's direction." -msgstr "" +msgstr ":guilabel:`切换方向`：切换文本的方向。" #: ../../content/applications/general/email_communication/email_template.rst:62 msgid ":guilabel:`Text`: Paragraph block." -msgstr "" +msgstr ":guilabel:`文本`：段落块。" #: ../../content/applications/general/email_communication/email_template.rst:64 msgid ":guilabel:`Media`" -msgstr "" +msgstr ":guilabel:`媒体`" #: ../../content/applications/general/email_communication/email_template.rst:66 msgid ":guilabel:`Image`: Insert an image." -msgstr "" +msgstr ":guilabel:`图片`：插入图片。" #: ../../content/applications/general/email_communication/email_template.rst:67 msgid ":guilabel:`Article`: Link an article." -msgstr "" +msgstr ":guilabel:`文章`：链接文章。" #: ../../content/applications/general/email_communication/email_template.rst:69 msgid ":guilabel:`Navigation`" -msgstr "" +msgstr ":guilabel:`导航`" #: ../../content/applications/general/email_communication/email_template.rst:71 msgid ":guilabel:`Link`: Add a link." -msgstr "" +msgstr ":guilabel:`链接`：添加链接。" #: ../../content/applications/general/email_communication/email_template.rst:72 msgid ":guilabel:`Button`: Add a button." -msgstr "" +msgstr ":guilabel:`按钮`：添加按钮。" #: ../../content/applications/general/email_communication/email_template.rst:73 msgid ":guilabel:`Appointment`: Add a specific appointment." -msgstr "" +msgstr ":guilabel:`预约`：添加特定预约。" #: ../../content/applications/general/email_communication/email_template.rst:74 msgid ":guilabel:`Calendar`: Schedule an appointment." -msgstr "" +msgstr ":guilabel:`日历`：安排预约。" #: ../../content/applications/general/email_communication/email_template.rst:76 msgid ":guilabel:`Widgets`" -msgstr "" +msgstr ":guilabel:`小工具`" #: ../../content/applications/general/email_communication/email_template.rst:78 msgid ":guilabel:`3 Stars`: Insert a rating over three stars." -msgstr "" +msgstr ":guilabel:`3 星`：插入三星以上的评价。" #: ../../content/applications/general/email_communication/email_template.rst:79 msgid ":guilabel:`5 Stars`: Insert a rating over five stars." -msgstr "" +msgstr ":guilabel:`5 星`：插入五星以上的评价。" #: ../../content/applications/general/email_communication/email_template.rst:81 msgid ":guilabel:`Basic Blocks`" @@ -2731,27 +2870,29 @@ msgid "" "XML/HTML. To return to the standard text editor, click the :guilabel:`` " "icon again." msgstr "" +"要访问电子邮件模板的 XML/HTML 编辑器，首先输入 :ref:`开发者模式`。然后，单击模板右上角的 " +":guilabel:`` 图标，继续编辑 XML/HTML。要返回标准文本编辑器，请再次单击 :guilabel:`` 图标。" #: ../../content/applications/general/email_communication/email_template.rst-1 msgid "HTML editor in the email template." -msgstr "" +msgstr "电子邮件模板中的 HTML 编辑器。" #: ../../content/applications/general/email_communication/email_template.rst:115 msgid "" "The XML/HTML editor should be accessed with caution as this is the backend " "code of the template. Editing the code can cause the email template to break" " immediately or when upgrading the database." -msgstr "" +msgstr "应谨慎访问 XML/HTML 编辑器，因为这是模板的后台代码。编辑代码可能会导致电子邮件模板立即中断或在升级数据库时中断。" #: ../../content/applications/general/email_communication/email_template.rst:122 msgid "Dynamic placeholders" -msgstr "" +msgstr "动态占位符" #: ../../content/applications/general/email_communication/email_template.rst:124 msgid "" "*Dynamic placeholders* reference certain fields within the Odoo database to " "produce unique data in the email template." -msgstr "" +msgstr "*动态占位符*引用 Odoo 数据库中的某些字段，以便在电子邮件模板中生成独特的数据。" #: ../../content/applications/general/email_communication/email_template.rst:128 msgid "" @@ -2859,12 +3000,14 @@ msgid "" " a :guilabel:`Reply To` field. In this field, add email addresses to which " "replies are redirected when sending emails en masse using this template." msgstr "" +"在电子邮件模板的 :guilabel:`电子邮件配置` 选项卡下，有一个 :guilabel:`回复至` " +"字段。使用此模板群发邮件时，可在此字段中添加回复重定向到的电子邮件地址。" #: ../../content/applications/general/email_communication/email_template.rst:191 msgid "" "Add multiple email addresses by adding a comma `,` between the addresses or " "dynamic placeholders." -msgstr "" +msgstr "在地址或动态占位符之间添加逗号\",\"，即可添加多个电子邮件地址。" #: ../../content/applications/general/email_communication/email_template.rst-1 msgid "Reply-to field on template." @@ -2875,7 +3018,7 @@ msgid "" "The :guilabel:`Reply To` field is **only** used for mass mailing (sending " "emails in bulk). Bulk emails can be sent in almost every Odoo application " "that has a list view option." -msgstr "" +msgstr ":guilabel:`回复至`字段**仅**用于群发邮件（批量发送邮件）。几乎所有具有列表视图选项的 Odoo 应用程序都可以群发邮件。" #: ../../content/applications/general/email_communication/email_template.rst:201 msgid "" @@ -2885,6 +3028,9 @@ msgid "" " select the desired email option from the :guilabel:`Action` drop-down menu." " Email options can vary by the particular list view and application." msgstr "" +"要群发电子邮件，请在 :guilabel:`列表` 视图中，选中要发送电子邮件的记录旁边的方框，单击 :guilabel:`操作` 按钮（由 " +":guilabel:`⚙️（齿轮）` 图标表示），然后从 :guilabel:`操作` " +"下拉菜单中选择所需的电子邮件选项。电子邮件选项可能因特定列表视图和应用程序而异。" #: ../../content/applications/general/email_communication/email_template.rst:206 msgid "" @@ -2894,21 +3040,23 @@ msgid "" " in bulk---for example, on the :guilabel:`Customers` page of the CRM app. " "This action occurs throughout the Odoo database." msgstr "" +"如果可以发送电子邮件，则会弹出邮件撰写器窗口，其中的值可以定义和自定义。在可批量发送电子邮件的页面上，例如在 CRM 应用程序的 " +":guilabel:`客户` 页面上，:guilabel:`操作`按钮上将显示此选项。此操作会在整个 Odoo 数据库中进行。" #: ../../content/applications/general/email_communication/email_template.rst-1 msgid "Email composer in mass mailing mode with reply-to highlighted." -msgstr "" +msgstr "群发邮件模式下的电子邮件撰写器，高亮显示“回复至”。" #: ../../content/applications/general/email_communication/email_template.rst:216 msgid "Transactional emails and corresponding URLs" -msgstr "" +msgstr "事务性电子邮件和相应的 URL" #: ../../content/applications/general/email_communication/email_template.rst:218 msgid "" "In Odoo, multiple events can trigger the sending of automated emails. These " "emails are known as *transactional emails*, and sometimes contain links " "redirecting to the Odoo database." -msgstr "" +msgstr "在 Odoo 中，多个活动可触发自动电子邮件发送。这些邮件被称为*事务性电子邮件*，有时包含重定向到 Odoo 数据库的链接。" #: ../../content/applications/general/email_communication/email_template.rst:221 msgid "" @@ -2916,12 +3064,14 @@ msgid "" "key defined in the system parameters. For more information about this, see " ":ref:`system parameters `." msgstr "" +"默认情况下，数据库生成的链接使用系统参数中定义的动态 `web.base.url` 键。有关详细信息，请参阅 :ref:`系统参数 " +"`。" #: ../../content/applications/general/email_communication/email_template.rst:225 msgid "" "If the *Website* application is not installed, the `web.base.url` key will " "always be the default parameter used to generate all the links." -msgstr "" +msgstr "如果未安装 *Website* 应用程序，`web.base.url` 键将始终是用于生成所有链接的默认参数。" #: ../../content/applications/general/email_communication/email_template.rst:229 msgid "" @@ -2932,6 +3082,8 @@ msgid "" "regardless of which website/company is related to the sending of the " "email/document." msgstr "" +"`web.base.url` " +"键只能有一个单一的值，这意味着在多网站或多公司数据库环境中，即使每个网站都有一个特定的域名，为共享文档而生成的链接（或事务性电子邮件中的链接）也可能保持不变，无论哪个网站/公司与发送电子邮件/文档相关。" #: ../../content/applications/general/email_communication/email_template.rst:235 msgid "" @@ -2943,6 +3095,11 @@ msgid "" "`https://www.mycompany.com`, regardless of which company sends the document " "or email." msgstr "" +"如果 :guilabel:`web.base.url` 系统参数的 :guilabel:`值` 等于 " +"`https://www.mycompany.com`，并且 Odoo 中有两个不同的公司，其网站 URL " +"也不同：`https://www.mycompany2.com`和 " +"`https://www.mycompany1.com`，无论哪家公司发送文件或电子邮件，Odoo " +"创建的用于共享文件或发送交易电子邮件的链接都来自`https://www.mycompany.com`域。" #: ../../content/applications/general/email_communication/email_template.rst:241 msgid "" @@ -2952,6 +3109,9 @@ msgid "" "the URL generated in the email template uses the domain defined on the " "corresponding website of the company." msgstr "" +"情况并非总是如此，因为有些 Odoo " +"应用程序（例如*电子商务*）在数据库中与*网站*应用程序建立了链接。在这种情况下，如果为网站定义了特定域，电子邮件模板中生成的 URL " +"就会使用公司相应网站上定义的域。" #: ../../content/applications/general/email_communication/email_template.rst:247 msgid "" @@ -2959,7 +3119,7 @@ msgid "" "has an established link with that website. As a result, the links in the " "confirmation email sent to the customer use the domain name for that " "specific website." -msgstr "" +msgstr "当客户在 Odoo *电子商务* 网站上购物时，订单与该网站建立了链接。因此，发送给客户的确认电子邮件中的链接会使用该特定网站的域名。" #: ../../content/applications/general/email_communication/email_template.rst:252 msgid "" @@ -2969,12 +3129,15 @@ msgid "" "`web.base.url` key value), no matter what company it's shared from. This is " "a known limitation." msgstr "" +"使用 *文档* " +"应用程序共享的文档将**始终**使用`web.base.url`键，因为共享的文档与任何特定网站无关。这意味着，无论从哪家公司共享，URL " +"始终是相同的（`web.base.url` 键值）。这是一个已知的限制。" #: ../../content/applications/general/email_communication/email_template.rst:257 msgid "" "For more information about how to configure domains, check out the " ":doc:`domain name documentation `." -msgstr "" +msgstr "有关如何配置域名的更多信息，请查看 :doc:`域名文档`。" #: ../../content/applications/general/email_communication/email_template.rst:261 msgid "Updating translations within email templates" @@ -2987,13 +3150,14 @@ msgid "" "shouldn't be necessary. However, if for a specific reason, some of the " "translations need to be changed, it can be done." msgstr "" +"在 Odoo 中，电子邮件模板会为数据库中的所有用户自动翻译所安装的所有语言。无需更改翻译。不过，如果出于特殊原因需要更改某些翻译，也是可以做到的。" #: ../../content/applications/general/email_communication/email_template.rst:268 msgid "" "Like any modification in the code, if translation changes are not done " "correctly (for example, modifications leading to bad syntax), it can break " "the template, and as a result, the template will appear blank." -msgstr "" +msgstr "与代码中的任何修改一样，如果翻译更改操作不当（例如，导致语法错误的修改），可能会破坏模板，从而使模板显示为空白。" #: ../../content/applications/general/email_communication/email_template.rst:272 msgid "" @@ -3002,17 +3166,19 @@ msgid "" "and then click on the language button, represented by the initials of the " "language currently being used (e.g. :guilabel:`EN` for English)." msgstr "" +"要编辑翻译，首先进入 :ref:`开发者模式`。然后，在电子邮件模板上点击 :guilabel:`编辑` " +"按钮，再点击语言按钮，该按钮以当前使用的语言首字母表示（例如，:guilabel:`EN`表示英语）。" #: ../../content/applications/general/email_communication/email_template.rst-1 msgid "Edit the language of a template." -msgstr "" +msgstr "编辑模板语言。" #: ../../content/applications/general/email_communication/email_template.rst:281 msgid "" "If there aren't multiple languages installed and activated in the database, " "or if the user does not have administration access rights, the language " "button will not appear." -msgstr "" +msgstr "如果数据库中没有安装和激活多种语言，或者用户没有管理访问权限，则不会出现语言按钮。" #: ../../content/applications/general/email_communication/email_template.rst:284 msgid "" @@ -3020,27 +3186,27 @@ msgid "" "appears. From this pop-up, editing of translations is possible. When the " "desired changes have been made, click the :guilabel:`Save` button to save " "the changes." -msgstr "" +msgstr "弹出一个窗口，显示数据库中安装的不同语言。在弹出窗口中可以编辑翻译。完成所需更改后，点击 :guilabel:`保存` 按钮保存更改。" #: ../../content/applications/general/email_communication/email_template.rst-1 msgid "Translation of the body of the Appointment Booked template." -msgstr "" +msgstr "预约已确认的模板正文翻译。" #: ../../content/applications/general/email_communication/email_template.rst:293 msgid "" "When editing the translations, the default language set in the database " "appears in **bold**." -msgstr "" +msgstr "编辑翻译时，数据库中的默认语言设置将以**粗体**显示。" #: ../../content/applications/general/email_communication/faq.rst:3 msgid "Email issues" -msgstr "" +msgstr "电子邮件问题" #: ../../content/applications/general/email_communication/faq.rst:5 msgid "" "This document contains an explanation of the most recurring emailing issues " "in Odoo." -msgstr "" +msgstr "本文档包含对 Odoo 中最常出现的电子邮件问题的解释。" #: ../../content/applications/general/email_communication/faq.rst:8 msgid "Outgoing emails" @@ -3048,18 +3214,18 @@ msgstr "传出电子邮件" #: ../../content/applications/general/email_communication/faq.rst:13 msgid "Email is not sent" -msgstr "" +msgstr "电子邮件未发送" #: ../../content/applications/general/email_communication/faq.rst:15 msgid "" "The first indicator showing that an email has not been sent is the presence " "of a red :guilabel:`✉️ (envelope)` icon, next to the date and time of the " "message, located in the chatter." -msgstr "" +msgstr "显示电子邮件尚未发送的第一个指标是位于聊天工具中的邮件日期和时间旁边出现一个红色 :guilabel:`✉️ （信封）`图标。" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in chatter." -msgstr "" +msgstr "沟通栏中显示的红包图标。" #: ../../content/applications/general/email_communication/faq.rst:22 msgid "" @@ -3068,6 +3234,9 @@ msgid "" ":menuselection:`Settings app --> Technical menu --> Email --> Emails`. " "Unsent emails appear in turquoise, while sent emails appear in grey." msgstr "" +"未发送的电子邮件也会出现在 Odoo 电子邮件队列中。在 :ref:`开发者模式` 中，可以通过 " +":menuselection:`设置应用程序 --> 技术菜单 --> 电子邮件 --> 电子邮件` " +"访问电子邮件队列。未发送的邮件显示为绿松石色，已发送的邮件显示为灰色。" #: ../../content/applications/general/email_communication/faq.rst:27 msgid "Common error messages" @@ -3075,11 +3244,11 @@ msgstr "常见错误消息" #: ../../content/applications/general/email_communication/faq.rst:32 msgid "Daily limit reached" -msgstr "" +msgstr "已达每日限额" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Warning in Odoo upon email limit reached." -msgstr "" +msgstr "达到电子邮件限制时 Odoo 发出警告。" #: ../../content/applications/general/email_communication/faq.rst:38 msgid "" @@ -3088,6 +3257,8 @@ msgid "" "which limits a customer's sending to prevent Odoo's email servers from being" " blacklisted." msgstr "" +"每个电子邮件服务提供商都有自己的电子邮件发送限制。这些限制可能是每天、每小时，有时甚至是每分钟。Odoo 也是如此，它会限制客户的发送量，以防止 " +"Odoo 的电子邮件服务器被列入黑名单。" #: ../../content/applications/general/email_communication/faq.rst:42 msgid "Here are the default limits for new databases:" @@ -3097,46 +3268,46 @@ msgstr "以下是新数据库的默认限制：" msgid "" "**200 emails per day** for Odoo Online and Odoo.sh databases with an active " "subscription." -msgstr "" +msgstr "**每天 200 封电子邮件**，适用于具有有效订阅的 Odoo 云端版和 Odoo.sh 数据库。" #: ../../content/applications/general/email_communication/faq.rst:45 msgid "**20 emails per day** for one-app free databases." -msgstr "" +msgstr "**每天 20 封电子邮件**，适用于单一应用程序免费数据库。" #: ../../content/applications/general/email_communication/faq.rst:46 msgid "**50 emails per day** for trial databases." -msgstr "" +msgstr "**试用数据库每天 50 封电子邮件**。" #: ../../content/applications/general/email_communication/faq.rst:47 msgid "" "In the case of migration, the daily limit might be reset to 50 emails per " "day." -msgstr "" +msgstr "在迁移的情况下，每日限额可能会重设为每天 50 封电子邮件。" #: ../../content/applications/general/email_communication/faq.rst:49 msgid "If the daily limit is reached:" -msgstr "" +msgstr "如果达到每日限额：" #: ../../content/applications/general/email_communication/faq.rst:51 msgid "" "Contact the Odoo support team, who may increase the daily limit depending on" " the following factors:" -msgstr "" +msgstr "请联系 Odoo 支持团队，他们可能会根据以下因素提高每日限额：" #: ../../content/applications/general/email_communication/faq.rst:54 msgid "How many users are in the database?" -msgstr "" +msgstr "数据库中有多少用户？" #: ../../content/applications/general/email_communication/faq.rst:55 msgid "Which apps are installed?" -msgstr "" +msgstr "安装了哪些应用程序？" #: ../../content/applications/general/email_communication/faq.rst:56 msgid "" "The bounce rate: the percentage of email addresses that did not receive " "emails because they were returned by a mail server on its way to the final " "recipient." -msgstr "" +msgstr "邮件退回率：由于邮件服务器在向最终收件人发送邮件的途中退回邮件，而未收到邮件的电子邮件地址的百分比。" #: ../../content/applications/general/email_communication/faq.rst:59 msgid "" @@ -3144,6 +3315,8 @@ msgid "" " (refer to the corresponding :doc:`email documentation " "`)." msgstr "" +"使用外部外发电子邮件服务器，以独立于 Odoo 的邮件限制（请参阅相应的 " +":doc:`电子邮件文档`）。" #: ../../content/applications/general/email_communication/faq.rst:62 msgid "" @@ -3152,6 +3325,9 @@ msgid "" ":menuselection:`Settings app --> Technical menu --> Email --> Emails`, then " "click the :guilabel:`Retry` button next to an unsent email." msgstr "" +"等到晚上 11 点（世界协调时）重置每日限额，然后重试发送电子邮件。在 :ref:`开发者模式` 中，进入 " +":menuselection:`设置应用程序 --> 技术菜单 --> 电子邮件 --> 电子邮件`，然后点击未发送邮件旁边的 " +":guilabel:`重试` 按钮。" #: ../../content/applications/general/email_communication/faq.rst:67 msgid "" @@ -3161,10 +3337,12 @@ msgid "" "receiving :ref:`notifications in Odoo " "`, instead of emails." msgstr "" +"每日电子邮件限制是对数据库的综合限制。默认情况下，任何内部消息、通知、记录的备注等，如果是通过电子邮件通知他人的，都算作每日限额中的电子邮件。可以通过接收" +" :ref:` Odoo ` 中的通知而不是电子邮件来减轻这种情况。" #: ../../content/applications/general/email_communication/faq.rst:73 msgid "SMTP error" -msgstr "" +msgstr "SMTP 错误" #: ../../content/applications/general/email_communication/faq.rst:75 msgid "" @@ -3174,6 +3352,8 @@ msgid "" " from messages over the Internet. The error messages generated by email " "services are helpful tools to diagnose and troubleshoot email problems." msgstr "" +"简单邮件传输协议（SMTP）错误信息解释了电子邮件未能成功传输的原因。 " +"SMTP（简单邮件传输协议）是一种描述电子邮件结构的协议，通过互联网传输邮件数据。电子邮件服务生成的错误信息是诊断和排除电子邮件问题的有用工具。" #: ../../content/applications/general/email_communication/faq.rst:81 msgid "" @@ -3182,6 +3362,8 @@ msgid "" "mailbox is disabled (554.30). - mta4471.mail.bf1.yahoo.com --- Below this " "line is a copy of the message.`" msgstr "" +"这是一个 554 SMTP 永久发送错误的示例：`554: 发送错误： 对不起，您发往 ------@yahoo.com 的邮件无法送达。此邮箱已禁用 " +"(554.30)。- mta4471.mail.bf1.yahoo.com --- 这一行下面是信息的副本。" #: ../../content/applications/general/email_communication/faq.rst:85 msgid "" @@ -3191,33 +3373,36 @@ msgid "" "the top right of the menu bar (the :guilabel:`🐞 (bug)` icon), " ":menuselection:`Debug Menu --> Manage Messages`" msgstr "" +"调试菜单可用于调查数据库中的 SMTP 发送问题。要访问该菜单，必须激活 :ref:`开发者模式`。激活后，导航至菜单栏右上方的 :menuselection:`调试菜单`（guilabel:` 🐞(飞虫)` " +"图标），:menuselection:` 调试菜单 --> 管理邮件`。" #: ../../content/applications/general/email_communication/faq.rst:90 msgid "" "The :guilabel:`Manage Messages` menu opens a list of all the messages sent " "in a particular record. Within each message there is information on sending," " including the type, and subtype, of the message." -msgstr "" +msgstr "通过 :guilabel:`管理信息` 菜单，可以打开特定记录中所有已发送信息的列表。每条信息都有发送信息，包括信息的类型和子类型。" #: ../../content/applications/general/email_communication/faq.rst:94 msgid "" "Other information includes to whom the message was sent, and whether Odoo " "received a bounce-back message from an email server." -msgstr "" +msgstr "其他信息包括邮件的发送对象，以及 Odoo 是否收到了来自电子邮件服务器的退回信息。" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Manage messages menu option on the debug menu." -msgstr "" +msgstr "调试菜单上的管理消息菜单选项。" #: ../../content/applications/general/email_communication/faq.rst:102 msgid "" "A user must be on a view in Odoo that has a chatter in order for the " ":guilabel:`Manage Messages` menu option to appear." -msgstr "" +msgstr "用户必须位于 Odoo 中具有聊天功能的视图上，才能显示 :guilabel:`管理消息` 菜单选项。" #: ../../content/applications/general/email_communication/faq.rst:106 msgid "No error populated" -msgstr "" +msgstr "没有错误产生" #: ../../content/applications/general/email_communication/faq.rst:108 msgid "" @@ -3225,7 +3410,7 @@ msgid "" "failed. The different email providers implement a personalized policy of " "bounced emails, and it is not always possible for Odoo to interpret it " "correctly." -msgstr "" +msgstr "Odoo 并非总能提供失败原因的信息。不同的电子邮件提供商会对退回的电子邮件实施个性化政策，而 Odoo 并非总能正确理解这些政策。" #: ../../content/applications/general/email_communication/faq.rst:112 msgid "" @@ -3233,6 +3418,7 @@ msgid "" "not hesitate to contact `Odoo Support `_ for help" " in finding a reason." msgstr "" +"如果同一客户或同一域反复出现这种问题，请立即联系 `Odoo 支持 `_ 以帮助查找原因。" #: ../../content/applications/general/email_communication/faq.rst:116 msgid "" @@ -3244,10 +3430,14 @@ msgid "" "navigating to :menuselection:`Settings app --> Technical menu --> Parameters" " --> System Parameters`." msgstr "" +"邮件发送失败且无错误信息的最常见原因之一与 :ref:`SPF ` 和/或 " +":ref:`DKIM ` 配置有关。此外，检查以确保 *系统参数 *中定义了 " +"`mail.bounce.alias` 。在 :ref:`开发者模式` 中访问系统参数，方法是导航至 " +":menuselection:`设置应用程序 --> 技术菜单 --> 参数 --> 系统参数`。" #: ../../content/applications/general/email_communication/faq.rst:124 msgid "Email is sent late" -msgstr "" +msgstr "电子邮件迟发" #: ../../content/applications/general/email_communication/faq.rst:126 msgid "" @@ -3262,6 +3452,10 @@ msgid "" "mode>` by going to :menuselection:`Settings app --> Technical menu --> " "Automation --> Scheduled Actions`." msgstr "" +"电子邮件活动在预定时间发送，使用数据库中预设的延迟时间。Odoo 使用延迟任务发送被认为 \"不紧急\" " +"的电子邮件（通讯格式，如：群发邮件、营销自动化和活动）。系统实用程序**cron**可用于安排程序在预定时间间隔内自动运行。Odoo " +"使用该策略以避免邮件服务器的杂乱，优先处理单个通信。该**cron**称为:guilabel:`邮件：邮件队列管理器\"，可在:ref:`开发者模式`下通过:menuselection:`设置应用程序-->技术菜单-->自动化-->预定操作`访问。" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email scheduled to be sent later." @@ -3271,7 +3465,7 @@ msgstr "预定以后发送的电子邮件" msgid "" "What is a **cron**? A cron is an action that Odoo runs in the background to " "execute particular code to complete a task." -msgstr "" +msgstr "什么是**cron**？cron 是 Odoo 在后台执行特定代码以完成任务的操作。" #: ../../content/applications/general/email_communication/faq.rst:144 msgid "" @@ -3282,13 +3476,16 @@ msgid "" ":guilabel:`Mail: Email Queue Manager`, and proceed to make any necessary " "adjustments." msgstr "" +"默认情况下，*邮件群发 cron* 每 60 分钟运行一次。可以将其更改为不少于 5 分钟。但是，每 5 分钟运行一次将导致 Odoo " +"数据库瘫痪（系统压力过大），因此不建议这样做。要编辑邮件群发 " +"cron，请选择预定操作:guilabel:`邮件：电子邮件队列管理器`，然后进行必要的调整。" #: ../../content/applications/general/email_communication/faq.rst:149 msgid "" "Emails that are considered urgent (communication from one person to another," " such as sales orders, invoices, purchase orders, etc.) are sent " "immediately." -msgstr "" +msgstr "被认为是紧急的电子邮件（从一个人到另一个人的通信，如销售订单、发票、采购订单等）会立即发送。" #: ../../content/applications/general/email_communication/faq.rst:153 msgid "Incoming emails" @@ -3301,21 +3498,23 @@ msgid "" "contact a database, that will get a bounce-back message (most of the time a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" +"当收到的电子邮件出现问题时，Odoo 本身可能不会有任何提示。发送电子邮件的客户端在尝试与数据库联系时，会收到退回信息（大多数情况下是 " +":guilabel:`550: 邮箱不可用` 错误信息）。" #: ../../content/applications/general/email_communication/faq.rst:160 msgid "Email is not received" -msgstr "" +msgstr "未收到电子邮件" #: ../../content/applications/general/email_communication/faq.rst:162 msgid "" "The steps that should be taken depend on the Odoo platform where the " "database is hosted." -msgstr "" +msgstr "应采取的步骤取决于数据库所在的 Odoo 平台。" #: ../../content/applications/general/email_communication/faq.rst:164 msgid "" "**Odoo.sh** users can find their live logs on the folder :file:`~/logs/`." -msgstr "" +msgstr "**Odoo.sh** 用户可以在 :file:`~/logs/` 文件夹中找到他们的实时日志。" #: ../../content/applications/general/email_communication/faq.rst:166 msgid "" @@ -3326,6 +3525,8 @@ msgid "" "message tried to send repeatedly. Logs will show every action to the email " "servers from the database." msgstr "" +"日志是数据库中所有已完成任务的存储集合。它们是纯文本格式，带有在 Odoo " +"数据库中执行的每项操作的时间戳。这有助于跟踪离开数据库的电子邮件。发送失败也可以通过日志看到，日志显示邮件曾多次尝试发送。日志将显示从数据库到电子邮件服务器的每个操作。" #: ../../content/applications/general/email_communication/faq.rst:172 msgid "" @@ -3333,6 +3534,8 @@ msgid "" "dashboard) of an Odoo.sh database contains a list of files containing the " "logs of the database. The log files are created everyday at 5:00 AM (UTC)." msgstr "" +"Odoo.sh 数据库的 :file:`~/logs/` 文件夹（可通过命令行或 Odoo.sh 面板访问）包含数据库日志文件列表。日志文件每天早上 " +"5:00 创建（UTC）。" #: ../../content/applications/general/email_communication/faq.rst:177 msgid "" @@ -3340,25 +3543,28 @@ msgid "" " older ones are, in order to save space. The naming of the files for today " "and yesterday are respectively: :file:`odoo.log` and :file:`odoo.log.1`." msgstr "" +"为了节省空间，最近的两天（今天和昨天）不会压缩，而较早的两天会压缩。今天和昨天的文件命名分别为：:file:`odoo.log` 和 " +":file:`odoo.log.1`。" #: ../../content/applications/general/email_communication/faq.rst:181 msgid "" "For the following days, they are named with their dates, and then " "compressed. Use the command :command:`grep` and :command:`zgrep` (for the " "compressed ones) to search through the files." -msgstr "" +msgstr "对于接下来的日子，它们会以日期命名，然后压缩。使用 :command:`grep` 和 :command:`zgrep` 指令搜索文件。" #: ../../content/applications/general/email_communication/faq.rst:185 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, see :ref:`this administration documentation `." -msgstr "" +msgstr "有关日志以及如何通过 Odoo.sh 面板访问日志的更多信息，请参阅 :ref:`本管理文档 `。" #: ../../content/applications/general/email_communication/faq.rst:188 msgid "" "For more information on accessing logs via the command line visit :ref:`this" " developer documentation `." msgstr "" +"有关通过命令行访问日志的更多信息，请访问 :ref:`本开发者文档 `。" #: ../../content/applications/general/email_communication/faq.rst:191 msgid "" @@ -3366,17 +3572,19 @@ msgid "" "`_ can be contacted if there is a recurring issue" " with the same client or domain." msgstr "" +"**Odoo 云端版** 用户无法访问日志。不过，如果同一客户端或域出现重复性问题，可以联系 `Odoo 支持 " +"`_。" #: ../../content/applications/general/email_communication/faq.rst:196 msgid "Get help from Odoo support" -msgstr "" +msgstr "获得 Odoo 支持帮助" #: ../../content/applications/general/email_communication/faq.rst:198 msgid "" "In order to get helped efficiently, please provide as much information as " "possible. Here is a list of what can be helpful when reaching out to the " "Odoo Support team about an issue:" -msgstr "" +msgstr "为了有效地获得帮助，请提供尽可能多的信息。下面列出了在向 Odoo 支持团队咨询问题时可能有用的信息：" #: ../../content/applications/general/email_communication/faq.rst:201 msgid "" @@ -3387,12 +3595,14 @@ msgid "" "email are obtained, adding it into the Odoo Support ticket is the most " "efficient way for the Odoo Support team to investigate." msgstr "" +"发送电子邮件标题副本。电子邮件的`.EML`文件（或**标题**）是包含调查所需的所有技术信息的文件格式。电子邮件提供商的文档可能会解释如何访问 EML" +" 文件/标题文件。获得电子邮件的标题后，将其添加到 Odoo 支持票单中是 Odoo 支持团队进行调查的最有效方式。" #: ../../content/applications/general/email_communication/faq.rst:208 msgid "" "`Gmail documentation on headers " "`_" -msgstr "" +msgstr "`Gmail 有关标题的文档`_" #: ../../content/applications/general/email_communication/faq.rst:209 msgid "" @@ -3400,40 +3610,42 @@ msgid "" "us/office/view-internet-message-headers-in-outlook-" "cd039382-dc6e-4264-ac74-c048563d212c#tab=Web>`_" msgstr "" +"`关于标头的Outlook文档 `_" #: ../../content/applications/general/email_communication/faq.rst:212 msgid "" "Explain the exact flow that is being followed to normally receive those " "emails in Odoo. Here are examples of questions whose answers can be useful:" -msgstr "" +msgstr "请解释在 Odoo 中正常接收这些邮件的具体流程。以下是一些问题的示例，回答这些问题会有所帮助：" #: ../../content/applications/general/email_communication/faq.rst:215 msgid "Is this a notification message from a reply being received in Odoo?" -msgstr "" +msgstr "这是 Odoo 收到回复的通知信息吗？" #: ../../content/applications/general/email_communication/faq.rst:216 msgid "Is this a message being sent from the Odoo database?" -msgstr "" +msgstr "这是 Odoo 数据库发送的信息吗？" #: ../../content/applications/general/email_communication/faq.rst:217 msgid "" "Is there an incoming email server being used, or is the email somehow being " "redirected?" -msgstr "" +msgstr "是使用了接收电子邮件的服务器，还是电子邮件被重定向了？" #: ../../content/applications/general/email_communication/faq.rst:218 msgid "Is there an example of an email that has been correctly forwarded?" -msgstr "" +msgstr "有没有正确转发电子邮件的示例？" #: ../../content/applications/general/email_communication/faq.rst:220 msgid "Provide answers to the following questions:" -msgstr "" +msgstr "回答下列问题：" #: ../../content/applications/general/email_communication/faq.rst:222 msgid "" "Is it a generic issue, or is it specific to a use case? If specific to a use" " case, which one exactly?" -msgstr "" +msgstr "这是一个通用问题，还是某个用例的特定问题？如果是针对某个用例，具体是哪个用例？" #: ../../content/applications/general/email_communication/faq.rst:224 msgid "" @@ -3441,6 +3653,7 @@ msgid "" "email should reach the Odoo database, and display the :ref:`red envelope " "`." msgstr "" +"是否按预期运行？如果邮件是使用 Odoo 发送的，退回的邮件应到达 Odoo 数据库，并显示 :ref:`红色信封`。" #: ../../content/applications/general/email_communication/faq.rst:228 msgid "" @@ -3451,6 +3664,8 @@ msgid "" ":guilabel:`mail.bounce.alias` and set the value to `bounce` if it isn't " "already set." msgstr "" +"需要在技术设置中设置退订系统参数，以便数据库正确接收退订信息。要访问此设置，请进入 :menuselection:`设置应用程序--> 技术菜单 -->" +" 参数 --> 系统参数`。然后选择参数名称 :guilabel:`mail.bounce.alias`，如果尚未设置，则将其值设为`退回`。" #: ../../content/applications/general/export_import_data.rst:3 msgid "Export and import data" @@ -4217,7 +4432,7 @@ msgid "" "In-App Purchases (IAP) gives access to additional services through Odoo. For" " instance, it allows you to send SMS Text Messages or to send Invoices by " "post directly from your database." -msgstr "" +msgstr "应用内购买（IAP）可让您通过 Odoo 获得更多服务。例如，它允许您发送 SMS 短信或直接从数据库邮寄发票。" #: ../../content/applications/general/in_app_purchase.rst:11 msgid "Buying Credits" @@ -4229,12 +4444,14 @@ msgid "" "To consult your current balance or to recharge your account, go to " ":menuselection:`Settings --> Odoo IAP --> View my Services`." msgstr "" +"每项 IAP 服务都依靠预付点数运行，并有自己的定价。要查询当前余额或为账户充值，请访问:menuselection:`设置--> Odoo " +"IAP-->查看我的服务`。" #: ../../content/applications/general/in_app_purchase.rst:21 msgid "" "If you are on Odoo Online and have the Enterprise version, you benefit from " "free credits to test our IAP features." -msgstr "" +msgstr "如果您使用 Odoo 云端版并拥有企业版，您可以使用免费点数来测试我们的 IAP 功能。" #: ../../content/applications/general/in_app_purchase.rst:25 msgid "IAP accounts" @@ -4248,12 +4465,14 @@ msgid "" "`, then go to :menuselection:`Technical Settings --> IAP " "Account`." msgstr "" +"使用 IAP 服务的点数存储在 IAP 账户中，每个服务都有特定的 IAP 账户。默认情况下，IAP 账户对所有公司通用，但也可限制对特定公司使用。激活" +" :ref:`开发者模式`，然后转到 :menuselection:`技术设置 --> IAP 账户`。" #: ../../content/applications/general/in_app_purchase.rst:36 msgid "" "An IAP account can be disabled by appending `+disabled` to its token. " "Reverting this change will re-enable the account." -msgstr "" +msgstr "在 IAP 帐户的令牌中添加`+disabled`可禁用该帐户。撤销这一更改将重新启用账户。" #: ../../content/applications/general/in_app_purchase.rst:40 msgid "IAP Portal" @@ -4266,6 +4485,8 @@ msgid "" "there, you can view your current balance, recharge your credits and set a " "reminder when your balance falls below a threshold." msgstr "" +"IAP 门户是一个重新组合您的 IAP 服务的平台。可通过 :menuselection:`设置应用程序 --> Odoo IAP --> " +"查看我的服务`访问该门户。在这里，您可以查看当前余额、充值点数，并在余额低于阈值时设置提醒。" #: ../../content/applications/general/in_app_purchase.rst:50 msgid "Get notified when credits are low" @@ -4280,6 +4501,8 @@ msgid "" "every time that the limit is reached, an automatic reminder will be sent by " "email!" msgstr "" +"要在充值点数时收到通知，您可以通过:menuselection:`设置应用程序--> Odoo IAP-->查看我的服务`进入您的 IAP " +"门户，展开一项服务并勾选接收阈值警告选项。然后，您可以提供最低额度和电子邮件地址。现在，每次达到限额时，都会通过电子邮件发送自动提醒！" #: ../../content/applications/general/reporting.rst:3 msgid "Reporting" @@ -4289,11 +4512,11 @@ msgstr "报表" msgid "" "You can find several reports under the :guilabel:`Reporting` menu of most " "apps that let you analyze and visualize the data of your records." -msgstr "" +msgstr "您可以在大多数应用程序的 :guilabel:`报告` 菜单下找到几种报告，让您对记录数据进行分析和可视化。" #: ../../content/applications/general/reporting.rst:11 msgid "Selecting a view" -msgstr "" +msgstr "选择视图" #: ../../content/applications/general/reporting.rst:13 msgid "" @@ -4302,6 +4525,8 @@ msgid "" "several views are available for others. However, two generic views are " "dedicated to reporting: the graph and pivot views." msgstr "" +"根据不同的报告，Odoo " +"可以以不同的方式显示数据。有时，可使用完全为报告定制的独特视图，而其他视图则可使用多种视图。不过，有两种通用视图专门用于报告：图表视图和透视图视图。" #: ../../content/applications/general/reporting.rst:20 msgid "Graph view" @@ -4315,10 +4540,12 @@ msgid "" "elsewhere. Click the **graph view button** located at the top right to " "access it." msgstr "" +":ref:`图表视图 `用于将记录数据可视化，帮助您识别模式和趋势。该视图通常位于应用程序的 " +":guilabel:`报告` 菜单下，但也可在其他地方找到。单击右上角的**图表视图按钮**即可访问该视图。" #: ../../content/applications/general/reporting.rst-1 msgid "Selecting the graph view" -msgstr "" +msgstr "选择图表视图" #: ../../content/applications/general/reporting.rst:33 msgid "Pivot view" @@ -4331,14 +4558,16 @@ msgid "" "the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the" " **pivot view button** located at the top right to access it." msgstr "" +":ref:`透视图`用于汇总记录数据并进行细分分析。该视图通常位于应用程序的 :guilabel:`报告`" +" 菜单下，但也可在其他地方找到。点击右上角的**数据透视按钮**即可访问该视图。" #: ../../content/applications/general/reporting.rst-1 msgid "Selecting the pivot view" -msgstr "" +msgstr "选择透视图" #: ../../content/applications/general/reporting.rst:45 msgid "Choosing measures" -msgstr "" +msgstr "选择衡量标准" #: ../../content/applications/general/reporting.rst:47 msgid "" @@ -4347,6 +4576,8 @@ msgid "" "default, a measure is always selected. If you wish to edit it, click " ":guilabel:`Measures` and choose one or, only for pivots, multiple measures." msgstr "" +"选择视图后，应确保只有相关记录被 :doc:`筛选`。接下来，您应该选择要衡量的内容。默认情况下，总是选择一个值。如果您想编辑它，请单击" +" :guilabel:`衡量标准` 并选择一个或（仅对透视图而言）多个度量。" #: ../../content/applications/general/reporting.rst:52 msgid "" @@ -4357,6 +4588,10 @@ msgid "" "can be measured. In addition, the :guilabel:`Count` option is used to count " "the total number of filtered records." msgstr "" +"当您选择一个衡量值时，Odoo 会将该字段记录的值汇总到筛选记录中。只有数字字段（:ref:`整数`, :ref:`小数 `, :ref:`货币 " +"`）可以被测量。此外，:guilabel:`计数` " +"选项用于计算筛选记录的总数。" #: ../../content/applications/general/reporting.rst:58 msgid "" @@ -4365,20 +4600,22 @@ msgid "" "analyze. By default, the data is often grouped by *Date > Month*, which is " "used to analyze the evolution of a measure over the months." msgstr "" +"选择要测量的内容后，您可以根据要分析的维度定义数据应如何 :ref:` 分组 `。默认情况下，数据通常按 * 日期 > " +"月份* 分组，用于分析某项指标在几个月内的变化情况。" #: ../../content/applications/general/reporting.rst:63 msgid "" "When you filter a single time period, the option to compare it against " "another one appears." -msgstr "" +msgstr "筛选单个时间段时，会出现与另一个时间段进行比较的选项。" #: ../../content/applications/general/reporting.rst:0 msgid "Using the comparison option" -msgstr "" +msgstr "使用比较选项" #: ../../content/applications/general/reporting.rst:72 msgid "Select measures" -msgstr "" +msgstr "选择措施" #: ../../content/applications/general/reporting.rst:74 msgid "" @@ -4386,10 +4623,12 @@ msgid "" ":guilabel:`Count` measures to the Sales Analysis report. By default, the " ":guilabel:`Untaxed Amount` measure is selected." msgstr "" +"除其他措施外，您还可以在销售分析报告中添加 :guilabel:`差值` 和 :guilabel:`计数`指标。默认情况下，选择 " +":guilabel:`未税金额` 指标。" #: ../../content/applications/general/reporting.rst:0 msgid "Selecting different measures on the Sales Analysis report" -msgstr "" +msgstr "在销售分析报告中选择不同的衡量标准" #: ../../content/applications/general/reporting.rst:81 msgid "Group measures" @@ -4399,15 +4638,15 @@ msgstr "" msgid "" "You could group the measures by :guilabel:`Product Category` at the level of" " rows on the previous Sales Analysis report example." -msgstr "" +msgstr "您可以按 :guilabel:`产品类别`，在上一个销售分析报告示例的行级对衡量指标进行分组。" #: ../../content/applications/general/reporting.rst:0 msgid "Adding a group on the Sales Analysis report" -msgstr "" +msgstr "在销售分析报告中添加组" #: ../../content/applications/general/reporting.rst:92 msgid "Using the pivot view" -msgstr "" +msgstr "使用透视视图" #: ../../content/applications/general/reporting.rst:94 msgid "" @@ -4419,12 +4658,15 @@ msgid "" " one of the **preconfigured groups**. To remove one, click the minus button " "(:guilabel:`➖`)." msgstr "" +"分组数据是透视图的精髓。通过分组，可以深入挖掘数据，获得更深层次的见解。如上例所示，您可以使用 :guilabel:`分组` " +"选项在行级快速添加组，也可以在行*和*列级单击 :guilabel:`总计` " +"标题旁边的加号按钮（:guilabel:`➕`），然后从**预配置的组**中选择一个。要删除一个组，请单击减号按钮（:guilabel:`➖`）。" #: ../../content/applications/general/reporting.rst:100 msgid "" "Once you have added a group, you can add new ones on the opposite axis or " "the newly created subgroups." -msgstr "" +msgstr "一旦添加了一个组，就可以在相反的轴上添加新的组或新创建的子组。" #: ../../content/applications/general/reporting.rst:104 msgid "" @@ -4433,55 +4675,57 @@ msgid "" "the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / " "Office Furniture` product category." msgstr "" +"您可以在列的层面上通过 :guilabel:`销售人员` 组和在 :guilabel:`全部 / 出售 / 办公家具` 产品类别上通过 " +":guilabel:`订购日期 > 月份` 组进一步划分上一个销售分析报告示例的衡量指标。" #: ../../content/applications/general/reporting.rst:0 msgid "Adding multiple groups on the Sales Analysis report" -msgstr "" +msgstr "在销售分析报告中添加多个组" #: ../../content/applications/general/reporting.rst:112 msgid "" "Switch the rows and columns' groups by clicking the flip axis button " "(:guilabel:`⇄`)." -msgstr "" +msgstr "点击翻转轴按钮（:guilabel:`⇄`），切换行和列的组。" #: ../../content/applications/general/reporting.rst:113 msgid "" "Click on a measure's label to sort the values by ascending (⏶) or descending" " (⏷) order." -msgstr "" +msgstr "单击测量值的标签，按升序（⏶）或降序（⏷）对测量值进行排序。" #: ../../content/applications/general/reporting.rst:114 msgid "" "Download a `.xlsx` version of the pivot by clicking the download button " "(:guilabel:`⭳`)." -msgstr "" +msgstr "点击下载按钮（:guilabel:`⭳`），下载数据透视表的 `.xlsx` 版本。" #: ../../content/applications/general/reporting.rst:119 msgid "Using the graph view" -msgstr "" +msgstr "使用图表视图" #: ../../content/applications/general/reporting.rst:121 msgid "Three graphs are available: the bar, line, and pie charts." -msgstr "" +msgstr "有三种图表可供选择：柱状图、折线图和饼状图。" #: ../../content/applications/general/reporting.rst:123 msgid "" "**Bar charts** are used to show the distribution or a comparison of several " "categories. They are especially useful as they can deal with larger data " "sets." -msgstr "" +msgstr "**条形图**用于显示多个类别的分布或比较。它们可以处理较大的数据集，因此特别有用。" #: ../../content/applications/general/reporting.rst:126 msgid "" "**Line charts** are useful to show changing time series and trends over " "time." -msgstr "" +msgstr "**折线图**用于显示随时间变化的时间序列和趋势。" #: ../../content/applications/general/reporting.rst:128 msgid "" "**Pie charts** are used to show the distribution or a comparison of a small " "number of categories when they form a meaningful whole." -msgstr "" +msgstr "**饼状图**用于显示少数类别的分布或比较，当它们构成一个有意义的整体时。" #: ../../content/applications/general/reporting.rst:133 msgid "Bar chart" @@ -4489,7 +4733,7 @@ msgstr "条形图" #: ../../content/applications/general/reporting.rst:0 msgid "Viewing the Sales Analysis report as a bar chart" -msgstr "" +msgstr "柱状图：销售分析报告" #: ../../content/applications/general/reporting.rst:138 msgid "Line chart" @@ -4497,7 +4741,7 @@ msgstr "线形图" #: ../../content/applications/general/reporting.rst:0 msgid "Viewing the Sales Analysis report as a line chart" -msgstr "" +msgstr "以折线图形式查看销售分析报告" #: ../../content/applications/general/reporting.rst:143 msgid "Pie chart" @@ -4505,86 +4749,86 @@ msgstr "饼图" #: ../../content/applications/general/reporting.rst:0 msgid "Viewing the Sales Analysis report as a pie chart" -msgstr "" +msgstr "以饼状图查看销售分析报告" #: ../../content/applications/general/reporting.rst:149 msgid "" "For **bar** and **line** charts, you can use the stacked option when you " "have at least two groups, which then appear on top of each other instead of " "next to each other." -msgstr "" +msgstr "对于**柱状图**和**折线图**，如果至少有两组，则可以使用堆叠选项，这两组图表会显示在彼此之上，而不是彼此相邻。" #: ../../content/applications/general/reporting.rst:154 msgid "Stacked bar chart" -msgstr "" +msgstr "堆叠柱状图" #: ../../content/applications/general/reporting.rst:0 msgid "Stacked bar chart example" -msgstr "" +msgstr "堆叠柱状图示例" #: ../../content/applications/general/reporting.rst:159 msgid "Regular bar chart" -msgstr "" +msgstr "常规柱状图" #: ../../content/applications/general/reporting.rst:0 msgid "Non-stacked bar chart example" -msgstr "" +msgstr "非堆叠柱状图示例" #: ../../content/applications/general/reporting.rst:164 msgid "Stacked line chart" -msgstr "" +msgstr "堆叠折线图" #: ../../content/applications/general/reporting.rst:0 msgid "Stacked line chart example" -msgstr "" +msgstr "堆叠折线图示例" #: ../../content/applications/general/reporting.rst:169 #: ../../content/applications/general/reporting.rst:184 msgid "Regular line chart" -msgstr "" +msgstr "常规折线图" #: ../../content/applications/general/reporting.rst:0 msgid "Non-stacked line chart example" -msgstr "" +msgstr "非堆叠折线图示例" #: ../../content/applications/general/reporting.rst:174 msgid "" "For **line** charts, you can use the cumulative option to sum values, which " "is especially useful to show the change in growth over a time period." -msgstr "" +msgstr "对于**线**图，可以使用累计选项来求和数值，这对显示一段时间内的增长变化特别有用。" #: ../../content/applications/general/reporting.rst:179 msgid "Cumulative line chart" -msgstr "" +msgstr "累计折线图" #: ../../content/applications/general/reporting.rst:0 msgid "Cumulative line chart example" -msgstr "" +msgstr "累计折线图示例" #: ../../content/applications/general/reporting.rst:0 msgid "Regular line chart example" -msgstr "" +msgstr "常规折线图示例" #: ../../content/applications/general/search.rst:3 msgid "Search and filter records" -msgstr "" +msgstr "搜索和筛选记录" #: ../../content/applications/general/search.rst:5 msgid "" "Odoo uses filters to include only the most relevant records depending on the" " purpose of the view you are on. However, you can edit the default filter or" " search for specific values." -msgstr "" +msgstr "Odoo 使用筛选器只包含最相关的记录，具体取决于您所使用视图的目的。不过，您可以编辑默认过滤器或搜索特定值。" #: ../../content/applications/general/search.rst:11 msgid "Preconfigured filters" -msgstr "" +msgstr "预配置筛选器" #: ../../content/applications/general/search.rst:13 msgid "" "You can modify the default selection of records by clicking " ":guilabel:`Filters` and selecting one or several **preconfigured filters**." -msgstr "" +msgstr "您可以单击 :guilabel:`筛选` 并选择一个或多个**预配置的筛选器**，从而修改默认的记录选择。" #: ../../content/applications/general/search.rst:17 msgid "" @@ -4594,10 +4838,12 @@ msgid "" "*only* include records from a specific year, for example *2022*, by " "selecting :menuselection:`Order Date --> 2022`." msgstr "" +"在销售分析报告中，默认情况下只选择销售订单阶段的记录。不过，您*也*可以通过选择 :guilabel:`报价` " +"来包括报价阶段的记录。此外，您还可以通过选择 :menuselection:`订购日期 --> 2022`，*仅*包括特定年份的记录，例如*2022*。" #: ../../content/applications/general/search.rst:0 msgid "Using preconfigured filters on the Sales Analysis report" -msgstr "" +msgstr "在销售分析报告中使用预设筛选器" #: ../../content/applications/general/search.rst:27 msgid "" @@ -4606,10 +4852,11 @@ msgid "" "condition to be included. However, if you select filters from different " "groups, the records have to match *all* condition to be included." msgstr "" +"如果您从同一组中选择预配置的筛选器（即*未*用水平线分隔），则记录可以匹配*任何*条件来包括在内。但是，如果从不同组中选择筛选器，则记录必须符合*所有*条件才能包含在内。" #: ../../content/applications/general/search.rst:34 msgid "Custom filters" -msgstr "" +msgstr "自定义筛选器" #: ../../content/applications/general/search.rst:36 msgid "" @@ -4617,6 +4864,8 @@ msgid "" "clicking :menuselection:`Filters --> Add Custom Filter`, selecting a field, " "an operator, a value, and clicking :guilabel:`Apply`." msgstr "" +"您可以通过点击 :menuselection:`筛选器 --> 添加自定义筛选器`，选择一个字段、一个运算符、一个值，然后点击 " +":`应用`，使用模型上的大多数字段创建自定义筛选器。" #: ../../content/applications/general/search.rst:41 msgid "" @@ -4625,10 +4874,12 @@ msgid "" ":guilabel:`Salesperson` as the field, :guilabel:`is equal to` as the " "operator, and typing `Mitchell Admin` as the value." msgstr "" +"通过选择 :guilabel:`销售人员` 作为字段，:guilabel:`等于` 作为运算符，并键入`Mitchell Admin` " +"作为值，您可以在销售分析报告中*只*包含来自单一销售人员的记录，例如*Mitchell Admin*。" #: ../../content/applications/general/search.rst:0 msgid "Using a custom filter on the Sales Analysis report" -msgstr "" +msgstr "在销售分析报告中使用自定义筛选器" #: ../../content/applications/general/search.rst:50 msgid "" @@ -4636,10 +4887,11 @@ msgid "" ":guilabel:`Add a condition` before applying a custom filter. If the records " "should match *all* conditions, add new custom filters instead." msgstr "" +"如果记录*只*符合几个条件中的一个，请在应用自定义筛选器之前点击:guilabel:`添加条件`。如果记录应符合*所有*条件，请添加新的自定义筛选器。" #: ../../content/applications/general/search.rst:57 msgid "Search for values" -msgstr "" +msgstr "搜索值" #: ../../content/applications/general/search.rst:59 msgid "" @@ -4649,6 +4901,7 @@ msgid "" "button (:guilabel:`⏵`) before the chosen field, and select the exact value " "you are looking for." msgstr "" +"您可以使用搜索字段快速查找特定值，并将其添加为筛选器。您可以键入要搜索的完整值，然后选择所需的字段；或者键入部分值，单击所选字段前的下拉按钮（:guilabel:```），然后选择要搜索的准确值。" #: ../../content/applications/general/search.rst:65 msgid "" @@ -4657,10 +4910,12 @@ msgid "" "`Mitch`, click the dropdown button (:guilabel:`⏵`) next to :guilabel:`Search" " Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`." msgstr "" +"与其在销售分析报告中添加自定义筛选器以选择销售人员为*Mitchell Admin*的记录，您可以搜索`Mitch`，点击旁边的下拉按钮 " +"(:guilabel:`⏵`) 选择 :guilabel:`搜索销售人员为：Mitch`，然后选择:guilabel:`Mitchell Admin`。" #: ../../content/applications/general/search.rst:0 msgid "Searching for a specific value on the Sales Analysis report" -msgstr "" +msgstr "在销售分析报告中搜索特定值" #: ../../content/applications/general/search.rst:75 msgid "" @@ -4669,16 +4924,18 @@ msgid "" " desired field, *all* records containing the characters you typed for the " "selected field will be included." msgstr "" +"使用搜索字段相当于在添加自定义筛选器时使用 *包含* " +"操作符。如果输入部分值并直接选择所需字段，则*包含*所选字段中输入的字符的*所有*记录都将包括在内。" #: ../../content/applications/general/search.rst:82 msgid "Group records" -msgstr "" +msgstr "组记录" #: ../../content/applications/general/search.rst:84 msgid "" "You can click :guilabel:`Group By` below the search field to cluster records" " together according to one of the **preconfigured groups**." -msgstr "" +msgstr "您可以单击搜索字段下方的 :guilabel:`按分组`，根据**预设分组**将记录聚类在一起。" #: ../../content/applications/general/search.rst:88 msgid "" @@ -4686,10 +4943,11 @@ msgid "" "clicking :guilabel:`Group By` and selecting :guilabel:`Salesperson`. No " "records are filtered out." msgstr "" +"您可以点击 :guilabel:`按分组` 并选择 :guilabel:`销售人员`，在销售分析报告中按销售人员对记录进行分组。不会筛选掉任何记录。" #: ../../content/applications/general/search.rst:0 msgid "Grouping records on the Sales Analysis report" -msgstr "" +msgstr "销售分析报告中的分组记录" #: ../../content/applications/general/search.rst:95 msgid "" @@ -4697,17 +4955,19 @@ msgid "" "the model. To do so, click :menuselection:`Group By --> Add Custom Group`, " "select a field, and click :guilabel:`Apply`." msgstr "" +"您可以通过使用模型上的各种字段来**自定义组**。为此，请单击:menuselection:`按分组--> " +"添加自定义组`，选择一个字段，然后单击:guilabel:`应用`。" #: ../../content/applications/general/search.rst:99 msgid "" "You can use several groups at the same time. The first group you select is " "the main cluster, the next one you add further divides the main group's " "categories, and so on." -msgstr "" +msgstr "您可以同时使用多个组。您选择的第一个群组是主群组，您添加的下一个群组将进一步划分主群组的类别，以此类推。" #: ../../content/applications/general/users.rst:5 msgid "Users and companies" -msgstr "" +msgstr "用户和公司" #: ../../content/applications/general/users.rst:7 msgid "" @@ -5002,24 +5262,24 @@ msgstr "首先，请确保您的每个公司都针对以下方面进行了正确 msgid "" ":doc:`Chart of Accounts " "<../../finance/accounting/get_started/chart_of_accounts>`" -msgstr "" +msgstr ":doc:`会计科目表<../../finance/accounting/get_started/chart_of_accounts>`" #: ../../content/applications/general/users/companies.rst:90 msgid ":doc:`Taxes <../../finance/accounting/taxes>`" -msgstr "" +msgstr ":doc:`税 <../../finance/accounting/taxes>`" #: ../../content/applications/general/users/companies.rst:91 msgid "" ":doc:`Fiscal Positions <../../finance/accounting/taxes/fiscal_positions>`" -msgstr "" +msgstr ":doc:`财务状况<../../finance/accounting/taxes/fiscal_positions>`" #: ../../content/applications/general/users/companies.rst:92 msgid ":doc:`Journals <../../finance/accounting/bank>`" -msgstr "" +msgstr ":doc:`日记 <../../finance/accounting/bank>`" #: ../../content/applications/general/users/companies.rst:93 msgid ":doc:`Fiscal Localizations <../../finance/fiscal_localizations>`" -msgstr "" +msgstr ":doc:`财务本地化 <../../finance/fiscal_localizations>`" #: ../../content/applications/general/users/companies.rst:94 msgid ":doc:`Pricelists <../../sales/sales/products_prices/prices/pricing>`" @@ -5101,7 +5361,7 @@ msgstr ":doc:`多公司指南`" #: ../../content/applications/general/users/companies.rst:134 msgid ":doc:`../../finance/accounting/get_started/multi_currency`" -msgstr "" +msgstr ":doc:`../../finance/accounting/get_started/multi_currency`" #: ../../content/applications/general/users/language.rst:3 msgid "Change language" @@ -5182,7 +5442,7 @@ msgstr "" #: ../../content/applications/general/users/language.rst:61 msgid ":doc:`../../websites/website/configuration/translate`" -msgstr "" +msgstr ":doc:`../../websites/website/configuration/translate`" #: ../../content/applications/general/users/manage_users.rst:3 msgid "Manage users" @@ -5415,18 +5675,18 @@ msgstr ":doc:`companies`" #: ../../content/applications/general/users/odoo_account.rst:3 msgid "Odoo.com account changes" -msgstr "" +msgstr "Odoo.com 账户变更" #: ../../content/applications/general/users/odoo_account.rst:5 msgid "" "This documentation is dedicated to edits made to an Odoo.com account. The " "following processes describe how to delete an Odoo.com account, and how to " "change the password on an Odoo.com account." -msgstr "" +msgstr "本文档专用于对 Odoo.com 帐户的编辑。以下流程说明了如何删除 Odoo.com 账户以及如何更改 Odoo.com 账户的密码。" #: ../../content/applications/general/users/odoo_account.rst:9 msgid "Delete Odoo.com account" -msgstr "" +msgstr "删除 Odoo.com 账户" #: ../../content/applications/general/users/odoo_account.rst:11 msgid "" @@ -5435,6 +5695,8 @@ msgid "" "down menu. From the drop-down menu, select :guilabel:`My Odoo.com account`, " "which reveals the user portal." msgstr "" +"要删除 Odoo.com 帐户，首先点击右上角的个人资料图标（由用户名和图标表示），显示一个下拉菜单。从下拉菜单中选择 :guilabel:`我的 " +"Odoo.com 帐户`，显示用户门户。" #: ../../content/applications/general/users/odoo_account.rst:15 msgid "" @@ -5443,24 +5705,26 @@ msgid "" "It can also be accessed by going to `https://www.odoo.com/my/home " "`_." msgstr "" +"在用户门户，可通过 :menuselection:`我的账户 --> 编辑安全设置 --> 删除账户` 访问删除选项。也可以访问 " +"`https://www.odoo.com/my/home `_。" #: ../../content/applications/general/users/odoo_account.rst:20 msgid "" "Deleting an Odoo account is irreversible. Be careful performing this action," " as the Odoo.com account is **not** retrievable once deleted." -msgstr "" +msgstr "删除 Odoo 帐户是不可逆的。执行此操作时请务必小心，因为 Odoo.com 帐户一旦删除将**无法**检索。" #: ../../content/applications/general/users/odoo_account.rst:23 msgid "" "Upon clicking the :guilabel:`Delete Account` button, a pop-up window " "appears, requesting confirmation for the account deletion." -msgstr "" +msgstr "点击 :guilabel:`删除账户` 按钮后，会弹出一个窗口，要求确认删除账户。" #: ../../content/applications/general/users/odoo_account.rst-1 msgid "" "Clicking on the Delete Account button will populate a window verifying the " "change." -msgstr "" +msgstr "单击“删除账户”按钮后，会弹出一个窗口验证更改。" #: ../../content/applications/general/users/odoo_account.rst:30 msgid "" @@ -5468,10 +5732,12 @@ msgid "" ":guilabel:`Login` for the account being deleted. Then, click the " ":guilabel:`Delete Account` button to confirm the deletion." msgstr "" +"要确认删除，请输入要删除账户的 :guilabel:`密码` 和 :guilabel:`登录名`。然后点击 :guilabel:`删除账户` " +"按钮确认删除。" #: ../../content/applications/general/users/odoo_account.rst:34 msgid "Odoo.com account password change" -msgstr "" +msgstr "修改 Odoo.com 账户密码" #: ../../content/applications/general/users/odoo_account.rst:36 msgid "" @@ -5481,6 +5747,8 @@ msgid "" "next to the profile icon. Then, select :guilabel:`My Account`, and a portal " "dashboard appears." msgstr "" +"要更改 Odoo.com 账户密码，请首先从 Odoo.com 登录页面登录 Odoo.com 用户账户。登录后，转到屏幕右上角，点击个人资料图标旁边的" +" :guilabel:`▼（向下箭头）` 图标。然后，选择 :guilabel:`我的帐户`，门户仪表板就会出现。" #: ../../content/applications/general/users/odoo_account.rst:41 msgid "" @@ -5490,23 +5758,26 @@ msgid "" ":guilabel:`New Password`, and verify the new password. Lastly, click on " ":guilabel:`Change Password` to complete the password change." msgstr "" +"要更改 Odoo.com 密码，请单击 :menuselection:`账户安全` 部分下方的 :guilabel:`编辑安全设置` " +"链接。然后，输入当前的 :guilabel:`密码` 和 :guilabel:`新密码` 进行必要更改，并验证新密码。最后，点击 " +":guilabel:`更改密码` 完成密码更改。" #: ../../content/applications/general/users/odoo_account.rst:47 msgid "" "If a customer would like to change the login, contact Odoo support `here " "`_." -msgstr "" +msgstr "如果客户希望更改登录名，请联系 Odoo 支持`此处`_。" #: ../../content/applications/general/users/odoo_account.rst:51 msgid "" "Passwords for Odoo.com users and portal users remain separate, even if the " "same email address is used." -msgstr "" +msgstr "即使使用相同的电子邮件地址，Odoo.com 用户和门户网站用户的密码也要分开。" #: ../../content/applications/general/users/odoo_account.rst:55 #: ../../content/applications/general/users/portal.rst:143 msgid "Add two-factor authentication" -msgstr "" +msgstr "添加双因素身份验证" #: ../../content/applications/general/users/odoo_account.rst:57 msgid "" @@ -5516,6 +5787,9 @@ msgid "" ":guilabel:`profile icon`. Then, select :guilabel:`My Account`, and a portal " "dashboard appears." msgstr "" +"要添加双因素身份验证，请从 Odoo.com 登录页面登录 Odoo.com " +"用户账户。登录后，转到屏幕右上角，点击:guilabel:`个人资料图标旁边的:guilabel:`▼（向下箭头）`图标。然后选择 " +":guilabel:`我的账户'，门户仪表板就会出现。" #: ../../content/applications/general/users/odoo_account.rst:62 msgid "" @@ -5523,6 +5797,8 @@ msgid "" "Odoo.com access, click on the :guilabel:`Edit Security Settings` link below " "the :menuselection:`Account Security` section." msgstr "" +"如果用户希望为访问 Odoo.com 启用双因素身份验证 " +"（2FA），请单击:menuselection:`账户安全`部分下方的:guilabel:`编辑安全设置`链接。" #: ../../content/applications/general/users/odoo_account.rst:65 msgid "" @@ -5534,65 +5810,69 @@ msgid "" "etc.), by scanning the :guilabel:`QR code` or entering a " ":guilabel:`Verification Code`." msgstr "" +"点击 :guilabel:`启用双因素身份验证`，打开:abbr:`2FA（双因素身份验证）`。然后，在:guilabel:`Password` " +"字段中确认当前密码。然后，点击 :guilabel:`确认密码`。然后，通过扫描 :guilabel:`QR " +"码`或输入:guilabel:`验证码`，在:abbr:`2FA（双因素身份验证）`应用程序（Google Authenticator、Authy " +"等）中激活:abbr:`2FA（双因素身份验证）`。" #: ../../content/applications/general/users/odoo_account.rst:71 msgid "" "Finally, click on :guilabel:`Enable two-factor authentication` to complete " "the setup." -msgstr "" +msgstr "最后，点击 :guilabel:`启用双因素身份验证` 完成设置。" #: ../../content/applications/general/users/odoo_account.rst:74 msgid "" "Under :guilabel:`My Account` Odoo.com users can also access the following:" -msgstr "" +msgstr "在:guilabel:`我的账户` 下，Odoo.com 用户还可以访问以下内容：" #: ../../content/applications/general/users/odoo_account.rst:76 msgid ":guilabel:`My Partner dashboard`" -msgstr "" +msgstr ":guilabel:`我的合作伙伴仪表板`" #: ../../content/applications/general/users/odoo_account.rst:77 msgid ":guilabel:`My In-App Services`" -msgstr "" +msgstr ":guilabel:`我的应用程序内服务`" #: ../../content/applications/general/users/odoo_account.rst:78 msgid ":guilabel:`My Apps Dashboard`" -msgstr "" +msgstr ":guilabel:`我的应用程序仪表板`" #: ../../content/applications/general/users/portal.rst:3 msgid "Portal access" -msgstr "" +msgstr "门户访问" #: ../../content/applications/general/users/portal.rst:7 msgid "" "Portal access is given to users who need the ability to view certain " "documents or information within an Odoo database." -msgstr "" +msgstr "门户访问权限提供给需要查看 Odoo 数据库中某些文档或信息的用户。" #: ../../content/applications/general/users/portal.rst:10 msgid "" "Some common use cases for providing portal access include allowing customers" " to read/view any or all of the following in Odoo:" -msgstr "" +msgstr "提供门户访问的一些常见用例包括允许客户在 Odoo 中读取/查看以下任何或所有内容：" #: ../../content/applications/general/users/portal.rst:13 msgid "leads/opportunities" -msgstr "" +msgstr "潜在客户/商机" #: ../../content/applications/general/users/portal.rst:14 msgid "quotations/sales orders" -msgstr "" +msgstr "报价/销售订单" #: ../../content/applications/general/users/portal.rst:15 msgid "purchase orders" -msgstr "" +msgstr "采购订单" #: ../../content/applications/general/users/portal.rst:16 msgid "invoices & bills" -msgstr "" +msgstr "发票和账单" #: ../../content/applications/general/users/portal.rst:17 msgid "projects" -msgstr "" +msgstr "项目" #: ../../content/applications/general/users/portal.rst:18 msgid "tasks" @@ -5600,7 +5880,7 @@ msgstr "任务" #: ../../content/applications/general/users/portal.rst:19 msgid "timesheets" -msgstr "" +msgstr "工时单" #: ../../content/applications/general/users/portal.rst:20 msgid "tickets" @@ -5608,7 +5888,7 @@ msgstr "支持请求" #: ../../content/applications/general/users/portal.rst:21 msgid "signatures" -msgstr "" +msgstr "签名" #: ../../content/applications/general/users/portal.rst:22 msgid "subscriptions" @@ -5618,11 +5898,11 @@ msgstr "网站订阅" msgid "" "Portal users only have read/view access, and will not be able to edit any " "documents in the database." -msgstr "" +msgstr "门户用户只有读取/查看权限，不能编辑数据库中的任何文件。" #: ../../content/applications/general/users/portal.rst:29 msgid "Provide portal access to customers" -msgstr "" +msgstr "为客户提供门户访问" #: ../../content/applications/general/users/portal.rst:31 msgid "" @@ -5633,31 +5913,33 @@ msgid "" "the :guilabel:`Action` drop-down menu located at the top-center of the " "interface." msgstr "" +"从主 Odoo 面板，选择:guilabel:`联系人`应用程序。如果联系人尚未在数据库中创建，请单击:guilabel:`创建` " +"按钮，输入联系人的详细信息，然后单击:guilabel:`保存`。否则，请选择一个现有联系人，然后点击界面顶部中央的:guilabel:`操作`下拉菜单。" #: ../../content/applications/general/users/portal.rst-1 msgid "Use the Contacts application to give portal access to users." -msgstr "" +msgstr "使用联系人应用程序为用户提供门户访问权限。" #: ../../content/applications/general/users/portal.rst:40 msgid "" "Then select :guilabel:`Grant portal access`. A pop-up window appears, " "listing three fields:" -msgstr "" +msgstr "然后选择:guilabel:`授予门户访问权限`。弹出一个窗口，列出三个字段：" #: ../../content/applications/general/users/portal.rst:42 msgid "" ":guilabel:`Contact`: the recorded name of the contact in the Odoo database" -msgstr "" +msgstr "guilabel:`联系人`：Odoo 数据库中记录的联系人名称" #: ../../content/applications/general/users/portal.rst:43 msgid "" ":guilabel:`Email`: the contact's email address that they will use to log " "into the portal" -msgstr "" +msgstr "guilabel:`电子邮件`：联系人用于登录门户网站的电子邮件地址" #: ../../content/applications/general/users/portal.rst:44 msgid ":guilabel:`In Portal`: whether or not the user has portal access" -msgstr "" +msgstr "guilabel:`门户网站中`：用户是否拥有门户网站访问权限" #: ../../content/applications/general/users/portal.rst:46 msgid "" @@ -5666,18 +5948,20 @@ msgid "" " Portal` column. Optionally, add text to the invitation message the contact " "will receive. Then click :guilabel:`Apply` to finish." msgstr "" +"要授予门户访问权，首先输入联系人用于登录门户的 :guilabel:` 电子邮件地址`。然后，选中 :guilabel:`在门户网站` " +"栏下的复选框。可选择为联系人将收到的邀请信息添加文本。然后点击 :guilabel:`应用` 完成。" #: ../../content/applications/general/users/portal.rst-1 msgid "" "An email address and corresponding checkbox for the contact need to be filled in before\n" "sending a portal invitation." -msgstr "" +msgstr "在发送门户网站邀请函之前，需要填写联系人的电子邮件地址和相应的复选框。" #: ../../content/applications/general/users/portal.rst:55 msgid "" "An email will be sent to the specified email address, indicating that the " "contact is now a portal user for that Odoo database." -msgstr "" +msgstr "将向指定的电子邮件地址发送一封电子邮件，说明该联系人现已成为该 Odoo 数据库的门户用户。" #: ../../content/applications/general/users/portal.rst:59 msgid "" @@ -5687,6 +5971,9 @@ msgid "" ":guilabel:`In Portal` column for all the contacts that need portal access, " "then click :guilabel:`Apply`." msgstr "" +"要同时向多个用户授予门户访问权限，请导航到公司联系人，然后单击 " +":menuselection:`操作-->授予门户访问权限`，查看该公司所有相关联系人的列表。选中需要门户访问权限的所有联系人的:guilabel:`在门户网站`下的复选框，然后点击" +" :guilabel:`应用`。" #: ../../content/applications/general/users/portal.rst:65 msgid "" @@ -5695,10 +5982,12 @@ msgid "" "unselecting the checkbox under the :guilabel:`In Portal` column and clicking" " :guilabel:`Apply`." msgstr "" +"在任何时候，只要导航到联系人，点击:menuselection:`操作--> " +"授予门户访问权`，然后取消:guilabel:`在门户网站`栏下的复选框并点击:guilabel:`应用`，就可以取消门户访问权限。" #: ../../content/applications/general/users/portal.rst:72 msgid "Change portal username" -msgstr "" +msgstr "更改门户用户名" #: ../../content/applications/general/users/portal.rst:74 msgid "" @@ -5706,13 +5995,13 @@ msgid "" " can be done by any user in the database with administrator access rights. " "The following process outlines the necessary steps to change the portal user" " login." -msgstr "" +msgstr "有时，门户用户可能希望更改其用户登录名。这可以由数据库中任何具有管理员访问权限的用户完成。以下流程概述了更改门户用户登录的必要步骤。" #: ../../content/applications/general/users/portal.rst:79 msgid "" ":doc:`See the documentation on setting access rights " "`." -msgstr "" +msgstr ":doc:`请参阅有关设置访问权限的文档 `。" #: ../../content/applications/general/users/portal.rst:82 msgid "" @@ -5722,6 +6011,9 @@ msgid "" ":guilabel:`Groups` > :guilabel:`contains` > `portal`. After making this " "selection, search for (and open) the portal user that needs to be edited." msgstr "" +"首先，导航至:menuselection:`设置应用程序 --> 用户`。然后，在:guilabel:`筛选` " +"下选择:guilabel:`门户用户`，或选择 :guilabel:`添加自定义筛选器`，并设置以下配置 :guilabel:`组` > " +":guilabel:`包含` > `门户`。选择后，搜索（并打开）需要编辑的门户用户。" #: ../../content/applications/general/users/portal.rst:87 msgid "" @@ -5729,12 +6021,14 @@ msgid "" " Address` field, and proceed to make any necessary changes to this field. " "The :guilabel:`Email Address` field is used to log into the Odoo portal." msgstr "" +"接下来，点击:guilabel:`编辑`（如有必要），点击进入 " +":guilabel:`电子邮件地址`字段，并对该字段进行任何必要的更改。:guilabel:`电子邮件地址` 字段用于登录 Odoo 门户。" #: ../../content/applications/general/users/portal.rst:92 msgid "" "Changing the :guilabel:`Email Address` (or login) only changes the " "*username* on the customer's portal login." -msgstr "" +msgstr "更改:guilabel:`电子邮件地址`（或登录名）只能更改客户门户登录的*用户名*。" #: ../../content/applications/general/users/portal.rst:95 msgid "" @@ -5743,10 +6037,11 @@ msgid "" "change their email directly from the portal, but the login **cannot** be " "changed. :ref:`See change customer info `." msgstr "" +"要更改联系人的电子邮件，需要在*联系人*应用程序的联系人模板上进行更改。或者，客户可以直接从门户网站更改电子邮件，但登录名**不能**更改。" #: ../../content/applications/general/users/portal.rst:100 msgid "Customer portal changes" -msgstr "" +msgstr "客户门户网站变更" #: ../../content/applications/general/users/portal.rst:102 msgid "" @@ -5755,11 +6050,11 @@ msgid "" "the portal account. This can be performed by the customer from their portal." " The following process is how a customer can change their contact " "information." -msgstr "" +msgstr "有时，客户可能希望更改其门户账户的联系信息、密码/安全性或付款信息。这可以由客户在其门户网站上进行。以下是客户更改联系信息的流程。" #: ../../content/applications/general/users/portal.rst:110 msgid "Change customer info" -msgstr "" +msgstr "更改客户信息" #: ../../content/applications/general/users/portal.rst:112 msgid "" @@ -5768,10 +6063,12 @@ msgid "" "successfully logging in. Portal documents from the various installed Odoo " "applications will appear with the number count of each." msgstr "" +"首先在数据库登录页面输入用户名和密码（登录），以访问门户用户账户。登录成功后，门户仪表板将出现。各种已安装的 Odoo " +"应用程序的门户文件将显示出来，并标明每个文件的数量。" #: ../../content/applications/general/users/portal.rst:117 msgid ":ref:`Portal access documentation `." -msgstr "" +msgstr ":ref:`门户访问文档 `。" #: ../../content/applications/general/users/portal.rst:119 msgid "" @@ -5779,6 +6076,8 @@ msgid "" ":guilabel:`Edit` button, next to the :guilabel:`Details` section. Then, " "change the pertinent information, and click :guilabel:`Confirm`." msgstr "" +"然后，导航到门户网站的右上角，点击:guilabel:`详情`部分旁边的 :guilabel:`编辑`按钮。然后更改相关信息，点击 " +":guilabel:`确认`。" #: ../../content/applications/general/users/portal.rst:124 msgid "Change password" @@ -5791,7 +6090,7 @@ msgid "" "First enter the username and password (login) into the database login page " "to access the portal user account. A portal dashboard will appear upon " "successfully logging in." -msgstr "" +msgstr "首先在数据库登录页面输入用户名和密码（登录），以访问门户用户账户。登录成功后会出现一个门户仪表板。" #: ../../content/applications/general/users/portal.rst:129 msgid "" @@ -5802,6 +6101,9 @@ msgid "" "verify the new password. Lastly, click on :guilabel:`Change Password` to " "complete the password change." msgstr "" +"如果客户想更改其门户访问密码，请单击 :guilabel:`账户安全` 部分下方的 :guilabel:`编辑安全性设置` " +"链接。然后，输入当前的:guilabel:`密码` 和 :guilabel:`新秘密` 进行必要的更改，并验证新密码。最后，点击 " +":guilabel:`更改密码` 完成密码更改。" #: ../../content/applications/general/users/portal.rst:135 msgid "" @@ -5809,12 +6111,13 @@ msgid "" "the Odoo database point-of-contact. :ref:`See above documentation on " "changing the portal username `." msgstr "" +"如果客户想更改登录名，请联系 Odoo 数据库的联系人。 :ref:`请参阅上面关于更改门户用户名 ` 的文档。" #: ../../content/applications/general/users/portal.rst:139 msgid "" "Passwords for portal users and Odoo.com users remain separate, even if the " "same email address is used." -msgstr "" +msgstr "即使使用相同的电子邮件地址，门户网站用户和 Odoo.com 用户的密码也要分开。" #: ../../content/applications/general/users/portal.rst:148 msgid "" @@ -5822,6 +6125,7 @@ msgid "" "portal access, click on the :guilabel:`Edit Security Settings` link, below " "the :guilabel:`Account Security` section." msgstr "" +"如果客户希望为门户访问打开双因素身份验证（2FA），请单击:guilabel:`账户安全`部分下方的:guilabel:`编辑安全设置`链接。" #: ../../content/applications/general/users/portal.rst:151 msgid "" @@ -5832,16 +6136,19 @@ msgid "" "factor authentication)` app (Google Authenticator, Authy, etc.), by scanning" " the :guilabel:`QR code` or entering a :guilabel:`Verification Code`." msgstr "" +"点击 " +":guilabel:`启用双因素身份验证`，打开:abbr:`2FA（双因素身份验证）`。在:guilabel:`密码`字段中确认当前门户密码。然后，点击:guilabel:`确认密码`。然后，通过扫描:guilabel:`QR码`或输入:guilabel:`验证码`，在:abbr:`2FA（双因素身份验证）`应用程序（Google" +" Authenticator、Authy等）中激活:abbr:`2FA（双因素身份验证）`。" #: ../../content/applications/general/users/portal.rst:157 msgid "" "Finally, click :guilabel:`Enable two-factor authentication` to complete the " "setup." -msgstr "" +msgstr "最后，单击:guilabel:`启用双因素身份验证` 完成设置。" #: ../../content/applications/general/users/portal.rst:160 msgid "Change payment info" -msgstr "" +msgstr "更改支付信息" #: ../../content/applications/general/users/portal.rst:165 msgid "" @@ -5849,6 +6156,7 @@ msgid "" ":guilabel:`Manage payment methods` in the menu on the right. Then, add the " "new payment information, and select :guilabel:`Add new card`." msgstr "" +"如果客户希望管理付款选项，请导航至右侧菜单中的 :guilabel:`管理付款方式`。然后，添加新的付款信息，并选择 :guilabel:`添加新卡`。" #: ../../content/applications/general/voip.rst:5 msgid "VoIP (Voice over Internet Protocol)" @@ -6343,6 +6651,8 @@ msgid "" "the international country code. E.g.: `+16506913277` (where `+1` is the " "international prefix for the United States)." msgstr "" +"如果您在 Odoo " +"软电话中看到*号码不正确*的信息，请确保使用国际格式，以加号（+）开头，然后是国际国家代码。例如：`+16506913277`（其中`+1`是美国的国际前缀）。" #: ../../content/applications/general/voip/onsip.rst:67 msgid "" @@ -6371,6 +6681,9 @@ msgid "" "When creating an account, select OnSIP in the list of carriers. You will " "then have to configure it as follows:" msgstr "" +"在 Android 和 iOS 上，OnSIP 已成功与 `Grandstream Wave " +"`_ " +"进行了测试。创建账户时，请在运营商列表中选择 OnSIP。然后按如下步骤进行配置：" #: ../../content/applications/general/voip/onsip.rst:84 msgid "**Account name**: OnSIP" @@ -6402,10 +6715,14 @@ msgid "" "Assistant `_." msgstr "" +"除了在手机上通过 Grandstream Wave 发起呼叫外，您还可以在电脑浏览器上点击电话号码发起呼叫。这将使 Grandstream Wave " +"响铃，并通过您的手机将电话转接给对方。这种方法可以避免浪费拨打电话号码的时间。要执行此操作，您需要使用 Chrome 浏览器扩展 `OnSIP Call" +" Assistant `_。" #: ../../content/applications/general/voip/onsip.rst:97 msgid "" "The downside of using a softphone on your cell phone is that your calls will" " not be logged in Odoo, as the softphone acts as an independent, separate " "app." -msgstr "" +msgstr "在手机上使用软电话的缺点是，您的通话不会被记录在 Odoo 中，因为软电话是一个独立的单独应用程序。" diff --git a/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po b/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po index be0663cef..655f39b63 100644 --- a/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po @@ -5,7 +5,6 @@ # # Translators: # 何彬 , 2023 -# mrshelly , 2023 # liAnGjiA , 2023 # John Lin , 2023 # Jeana Jiang, 2023 @@ -15,21 +14,22 @@ # Miao Zhou , 2023 # Mandy Choy , 2023 # Emily Jia , 2023 -# Gary Wei , 2023 -# Datasource International , 2023 -# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023 # diaojiaolou <124412206@qq.com>, 2023 -# Wil Odoo, 2023 +# Datasource International , 2023 +# Gary Wei , 2024 +# Wil Odoo, 2024 # Chloe Wang, 2024 +# mrshelly , 2024 +# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Chloe Wang, 2024\n" +"Last-Translator: 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -66,53 +66,270 @@ msgid "Daily operations" msgstr "日常作业" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" -msgstr "使用条码来做库存调整" +msgid "Apply inventory adjustments with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." -msgstr "如要使用条码来做库存调整，你首先需要打开*条码*应用程序。然后，在应用程序中，点击*库存调整*。" +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." +msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." -msgstr "如要全面使用条码功能，你可下载*库存命令*表。" +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." +msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." -msgstr "点击*库存调整*后，Odoo将自动创建。注意，如有多个库位，你需首先指定进行库存调整的库位。" +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." -msgstr "如没有多个库位，你可开始扫描库存调整中包含的不同产品。" +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." -msgstr "如有5件相同物品，可将它扫描5次或用键盘设置数量。" +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." +msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." -msgstr "除了使用条码扫描器，如有必要，你还可手动添加产品。为此，点击*添加产品*并手动填写信息。" +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." +msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." -msgstr "当完成了该库位的所有产品的扫描后，手工确认库存或者通过扫描 **认 **码进行确认。" +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "您知道吗？" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/cancel.rst:6 @@ -1074,6 +1291,9 @@ msgstr "地段编号" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1103,6 +1323,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1435,144 +1656,662 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" -msgstr "调拨过程" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "简单调拨" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 -msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." -msgstr "从*条码*应用程序中处理调拨，第一步是进入*作业*页面。" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 -msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." -msgstr "然后，你可前往对应的作业类型并手动选择想要输入的调拨产品，或扫描调拨产品的条码，进入现有的调拨。" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 -msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." -msgstr "在此，你可扫描现有调拨中包含的产品和/或向其添加新产品。在扫描完毕所有产品后，你可确认调拨，进入库存移动环节。" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 -msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." -msgstr "如仓库中有多个不同存储库位，你可为不同的作业类型添加额外步骤。" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "收款" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 -msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -"当收到库存产品时，你需要扫描其条码，以便在系统中识别它。完成后，你可以让它进入调拨的主库位，例如WH/Stock， " -"或者扫描库位条码，使其进入主库位下的子库位。" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." -msgstr "在本例中，如果你让产品进入WH/Stock，只需扫描下一件产品。" +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." +msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "交货单" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." -msgstr "在产品发货时，如果源库位与调拨最初设置不同，则需扫描源库位。然后，你可开始扫描从这个特定库位发货的产品。" +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." +msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." -msgstr "在扫描完毕不同产品后，你可扫描其他库位，如WH/Stock，交货单上将添加另一页。通过*前一项*和*下一项*按钮，你可在不同页面之间切换。" +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." +msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." -msgstr "现在，你可确认调拨操作了。为此，点击*下一步*，然后进入调拨操作的最后页面。你可在此确认所有操作。" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." +msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "内部转账" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." -msgstr "在多个库位之间进行内部调拨时，你首先需要扫描产品的源库位。然后，你应扫描产品本身，再扫描目标库位的条码。" +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." +msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." -msgstr "如内部调拨的源库位和目标库位已正确无误，则无需扫描。" +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." +msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" -msgstr "已追踪产品的调拨" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" -msgstr "如你按批号/序列号处理产品，你有两种操作方法：" +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." +msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 -msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." -msgstr "如你处理包含所有产品的序列号/批号，你应扫描该批号/序列号的条码，Odoo将增加产品数量，设置其批号/序列号。" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." -msgstr "如不同产品的批号/序列号相同，你可首先扫描产品条码，然后扫描批号/序列号条码。" +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 +msgid "" +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 +msgid "" +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 +msgid "" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 +msgid "" +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" -msgstr "从头开始创建调拨" +msgid "Create and process transfers with barcodes" +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." -msgstr "如要从*条码*应用程序创建调拨，你首先需要打印作业类型条码。为此，你可从应用程序的主页下载*库存条码表*。" +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." +msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." -msgstr "完成后，你可扫描需要创建新文档的库存。然后，系统将创建空白文档，你可扫描产品并填充该文档。" +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "创建内部调拨" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." +msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 msgid "Setup" @@ -3009,87 +3748,170 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" -msgstr "批次号和序列号的区别是什么？" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "介绍" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 -msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +msgid "Difference between lots and serial numbers" msgstr "" -"在Odoo中, 批次号和序列号在系统中有者相同的逻辑但是不同的表现行为。他们都是在 **** , **** , **** 模块中使用。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." -msgstr " **** 对应于您收到的一定数量的产品并放在一个包装中。" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 -msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." -msgstr " **列** 是一个单独产品的唯一标识码, 能让我们从收货到发货再到售后进行追踪。" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" -msgstr "什么时候使用" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 -msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -" **次** 通常在大批量的产品收货中使用, 这能够帮你在报表, 质检, " -"或者其余信息中反映出来。批次号能定义一些产品有或者在同一生产环境中。在食品或者服装行业的批量生产中很有用。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -" **序列号** 对于那些需要售后的产品来说比较有用, 例如手机, 笔记本电脑, 以及其余的电子设备。依赖于管理产品的方式, " -"你可以使用生成序列号或者自己的序列号。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "什么时候不用" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "消耗品例如厨房用纸, 厕所用纸, 笔或者手写纸等使用批次是没有意义的, 因为这些产品你从来不会退货。" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -"另一方面, 只有那些使用质保期现／或者售后服务的产品使用单个产品的序列号, 除了这些, " -"给产品分配序列号是浪费时间的行为。例如给一块面包分配一个序列号是没有一点意义的。" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" +msgstr ":doc:`lots` " + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr ":doc:`serial_numbers` " -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" -msgstr ":doc:`lots` " +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "追溯" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 msgid "Expiration dates" @@ -3598,16 +4420,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3617,10 +4429,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3735,23 +4543,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3759,13 +4567,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3774,7 +4582,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3787,7 +4595,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3795,19 +4603,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3819,7 +4627,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3827,7 +4635,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3842,13 +4650,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -3857,51 +4665,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -3911,14 +4719,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -3926,7 +4734,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -3935,12 +4743,12 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -3952,7 +4760,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -3961,38 +4769,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -4002,7 +4810,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -4014,39 +4822,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "批次追踪" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -4054,7 +4862,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -4064,10 +4872,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -4590,6 +5396,11 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -4952,7 +5763,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "" @@ -6211,7 +7022,7 @@ msgstr "直接接收产品(1步收货）" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "创建采购订单" @@ -6226,7 +7037,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6288,11 +7099,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "直接出货（1步）" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6301,7 +7112,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6312,7 +7123,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6323,12 +7134,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6338,7 +7149,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6674,49 +7485,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6730,7 +7549,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6739,7 +7558,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6748,7 +7567,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6759,7 +7578,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6772,11 +7591,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -6785,7 +7604,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -6800,11 +7619,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -6812,7 +7631,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8587,6 +9406,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "工作流" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -8720,6 +9706,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9270,6 +10257,624 @@ msgstr "完成所有更改后，单击 :guilabel:`保存` 保存所有更改。" msgid ":doc:`../inventory_management/count_products`" msgstr ":doc:`../inventory_management/count_products`" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "2" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "1" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "到期日期" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "3" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "采用先进先出策略为销售订单预留两个批次。" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -9727,45 +11332,102 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -"对于有仓库的公司来说，**移除策略**决定了从仓库搬运哪些产品以及何时搬运。移除策略通常是为特定的分拣操作而定义的。这有助于公司选择最佳产品，优化工人为订单分拣物品时需要走的距离，并考虑质量控制，例如移动过期产品。" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." -msgstr "通常，*移动策略*在拣货操作中定义，以选择最佳产品，优化工人的距离，用于质量控制，或首先移动最接近到期日期的产品。" +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "基于" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -9774,666 +11436,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "仓库里发生了什么？" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." -msgstr "" -"在 Odoo 中，通过导航至 :menuselection:`库存` 应用程序接收产品，并在看板视图中点击 :guilabel:`收据` 标题或 " -":guilabel:`# 待处理` 按钮。在 :guilabel:`收据` 面板上，找到并点击单个收据，这将打开仓库接收表单。单击 " -":guilabel:`编辑`，然后在 :guilabel:`已完成`栏中输入收到的数量。最后，:guilabel:`验证`接收产品并在 Odoo " -"数据库中注册。" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" +msgstr "先进先出(FIFO)" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" +msgstr "最近位置" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "先进先出（FIFO）" +msgid "Least Packages" +msgstr "最少包裹" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "批次和序列号" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "包裹" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "后进先出（LIFO）" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." +msgid "Enable the locations and route features." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" -msgstr "先到期先出（FEFO）" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "最近位置" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" -"要查看为销售订单选择的序列号，请转到 :guilabel:`销售应用程序` 并选择有关销售订单。在销售订单中，单击右上角的 :guilabel:`送货`" -" 智能按钮。在:guilabel:`操作'选项卡中，点击产品最右侧的:guilabel:`⦙≣（详细操作）'图标。出现 :guilabel:`详细操作`" -" 窗口，显示为该特定产品选择的交货单批号或序列号。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "FIFO（先进先出）" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" -":abbr:`FIFO（先进先出）`策略是指先进入仓库库存的产品先出库。如果公司销售需求周期短的产品（如服装），则应使用这种方法，以确保库存中不会有过时的款式。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" -"在本例中，有三批白色衬衫。这些衬衫来自 *全部/服装* 类别，其中 *FIFO* 被设为移除策略。在 :guilabel:`库存估价报告` " -"中，三个不同的收据与金额一起列出。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "查看库存评估报告中的白衬衫批次。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "批次 `000001` 包含五件衬衫，批次 `000002` 包含三件衬衫，批次 `000003` 包含两件衬衫。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" -"要查看移除策略的实际效果，请转到 :menuselection:`销售应用程序` 并单击 :guilabel:`创建` " -"以创建销售订单。然后，从下拉菜单中选择 :guilabel:`客户`。然后单击 :guilabel:`订单行` 选项卡中的 " -":guilabel:`添加产品`。从下拉菜单中选择产品（本例中为 :guilabel:`白衬衫`），或在字段中输入产品名称。在 " -":guilabel:`数量` 字段中输入数量（本例中为`6.00`），然后单击 :guilabel:`保存`，再单击 :guilabel:`确认`。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" -"销售订单确认后，将创建交货订单并将其与分拣联系起来，并通过 :abbr:`FIFO（先进先出）`策略保留批号。将从批次 `000001` " -"中选出五件衬衫和批次 `000002` 中选出一件衬衫发送给客户。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "采用先进先出策略为销售订单预留两个批次。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "LIFO （后进先出）" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" -":abbr:`LIFO（后进先出）`策略的工作方式与:abbr:`FIFO（先进先出）`策略相反。采用这种方法时，**后**收到的产品会先出库。这种方法主要用于没有保质期和没有时间敏感因素（如过期日期）的产品。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" -"本例中有三批煤渣砖。这些煤渣块来自 *全部/建筑材料* 类别，其中 *FIFO* 被设为移除策略。在 :guilabel:`库存估价报告` " -"中，三个不同的收据与金额一起列出。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" -"要查看移除策略的实际效果，请转到 :menuselection:`销售应用程序` 并单击 :guilabel:`创建` " -"以创建销售订单。然后，从下拉菜单中选择 :guilabel:`客户`。然后单击 :guilabel:`订单行` 选项卡中的 " -":guilabel:`添加产品`。从下拉菜单中选择产品（本例中为 :guilabel:`煤渣砖`），或在字段中输入产品名称。在 " -":guilabel:`数量` 字段中输入数量（本例中为`5.00`），然后单击 :guilabel:`保存`，再单击 :guilabel:`确认`。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" -"销售订单确认后，将创建交货订单并与分拣链接，最新的批号将通过 :abbr:`LIFO（后进先出）` 策略保留。将从批次 `0000400` " -"中选择所有四块煤渣砖和批次`000030` 中选择一块煤渣砖发送给客户。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "保留两块土地，采用后进先出策略销售。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "FEFO（先到期先出）" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" -":abbr:`FEFO（先到期先出）`移仓策略不同于:abbr:`FIFO（先进先出）`和:abbr:`LIFO（后进先出）`策略，因为它是根据**过期日期**而不是仓库收货日期来移除产品。使用这种方法，最先过期的产品会被先移出。这种方法适用于易腐烂产品，如药品、食品和美容产品。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" -"批次是根据其**移除日期**从最早到最晚挑选。移除日期表示产品需要在有效期前多少天从库存中移除。移除日期在产品表单中设置。未定义移除日期的批次会在有移除日期的批次之后被拣选。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "如果产品没有按时从库存中移除，过了保质期的批次仍有可能被拣选用于送货订单！" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" -"有关到期日期的更多信息，请参阅 :doc:`Expiration dates " -"<../../product_management/product_tracking/expiration_dates>` 文档。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" -"首先，进入 :menuselection:`库存应用程序 --> 配置 --> 设置` 并确保启用 :guilabel:`有效期`。启用 " -":guilabel:`有效期` 设置后，就可以为单个序列化产品以及包含多个产品的批号定义不同的到期日期。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" -"本例中有三批护手霜。这些护手霜来自 *全部/健康与美容* 类别，其中 *FEFO* 被设为移除策略。在 :guilabel:`库存估价报告` " -"中，三个不同的收据与金额一起列出。" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -10889,10 +12090,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "包裹" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12196,20 +13393,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12218,14 +13415,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -15108,8 +16305,9 @@ msgstr "管理产品变型Bom表" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -15118,54 +16316,321 @@ msgstr "激活产品变体" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "应用BOM 组件至产品变体" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." -msgstr "应用组件到多个变体。" +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." +msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 msgid "Scrap during manufacturing" @@ -15766,10 +17231,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "如果不需要在你的分包商所在地管理原材料的补充，只需在分包商的价格中包括 **B** 的成本，并将产品从 *BoM* 中删除。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "追溯" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/zh_CN/LC_MESSAGES/marketing.po b/locale/zh_CN/LC_MESSAGES/marketing.po index dee47b552..b0d52eee1 100644 --- a/locale/zh_CN/LC_MESSAGES/marketing.po +++ b/locale/zh_CN/LC_MESSAGES/marketing.po @@ -20,7 +20,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Chloe Wang, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -2267,7 +2267,7 @@ msgstr "" msgid "" "View of an attendee form emphasizing the send by email and cancel registration in Odoo\n" "Events." -msgstr "" +msgstr "视图：Odoo 中通过电子邮件发送和取消注册的参与者表单" #: ../../content/applications/marketing/events/track_manage_talks.rst:128 msgid "Lead Generation Rules" diff --git a/locale/zh_CN/LC_MESSAGES/productivity.po b/locale/zh_CN/LC_MESSAGES/productivity.po index a67d39f96..32001a68e 100644 --- a/locale/zh_CN/LC_MESSAGES/productivity.po +++ b/locale/zh_CN/LC_MESSAGES/productivity.po @@ -22,7 +22,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Chloe Wang, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -8719,26 +8719,28 @@ msgstr "" #: ../../content/applications/productivity/to_do.rst:23 msgid "" -"You can create a new to-do on the fly from anywhere in Odoo by clicking the " -"clock button and then :guilabel:`Add a To-Do`." +"You can create a new to-do on the fly from anywhere in Odoo by opening the " +"**command palette tool** with the keyboard shortcut ´ctrl+k´ and clicking " +":guilabel:`Add a To-Do`, or by clicking the clock button and then " +":guilabel:`Add a To-Do`." msgstr "" #: ../../content/applications/productivity/to_do.rst:0 msgid "Adding a to-do on the fly" msgstr "" -#: ../../content/applications/productivity/to_do.rst:30 +#: ../../content/applications/productivity/to_do.rst:31 msgid "Converting to-dos into project tasks" msgstr "" -#: ../../content/applications/productivity/to_do.rst:32 +#: ../../content/applications/productivity/to_do.rst:33 msgid "" "If you use the :doc:`Project app <../services/project>`, you can convert to-" "dos into project tasks. To do so, open a to-do and click the gear button " "(:guilabel:`⚙`), then :guilabel:`Convert to Task`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:35 +#: ../../content/applications/productivity/to_do.rst:36 msgid "" "Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and " ":guilabel:`Tags`, then click :guilabel:`Convert to Task`. The to-do is now a" @@ -8749,11 +8751,11 @@ msgstr "" msgid "Converting a to-do into a task" msgstr "" -#: ../../content/applications/productivity/to_do.rst:42 +#: ../../content/applications/productivity/to_do.rst:43 msgid "Managing the to-do pipeline" msgstr "" -#: ../../content/applications/productivity/to_do.rst:44 +#: ../../content/applications/productivity/to_do.rst:45 msgid "" "Your assigned **to-dos** are displayed on the app dashboard. You can drag " "and drop a to-do to move it from one stage to another." @@ -8763,13 +8765,13 @@ msgstr "" msgid "Example of a to-do pipeline" msgstr "" -#: ../../content/applications/productivity/to_do.rst:51 +#: ../../content/applications/productivity/to_do.rst:52 msgid "" "Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to" " create a new stage." msgstr "" -#: ../../content/applications/productivity/to_do.rst:53 +#: ../../content/applications/productivity/to_do.rst:54 msgid "" "Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, " ":guilabel:`Edit`, or :guilabel:`Delete` it." @@ -8779,11 +8781,11 @@ msgstr "" msgid "Stage settings button" msgstr "" -#: ../../content/applications/productivity/to_do.rst:60 +#: ../../content/applications/productivity/to_do.rst:61 msgid "Scheduling activities" msgstr "安排活动" -#: ../../content/applications/productivity/to_do.rst:62 +#: ../../content/applications/productivity/to_do.rst:63 msgid "" "To schedule an activity on a to-do, click the clock button on the app " "dashboard, then the :guilabel:`+ Schedule an activity` button." @@ -8793,43 +8795,43 @@ msgstr "" msgid "Scheduling an activity from the To-do dashboard" msgstr "" -#: ../../content/applications/productivity/to_do.rst:68 +#: ../../content/applications/productivity/to_do.rst:69 msgid "To create the activity:" msgstr "" -#: ../../content/applications/productivity/to_do.rst:70 +#: ../../content/applications/productivity/to_do.rst:71 msgid "Select an :guilabel:`Activity Type`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:71 +#: ../../content/applications/productivity/to_do.rst:72 msgid "Select a :guilabel:`Due date`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:72 +#: ../../content/applications/productivity/to_do.rst:73 msgid "Choose who the activity should be :guilabel:`Assigned to`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:73 +#: ../../content/applications/productivity/to_do.rst:74 msgid "" "Add a brief :guilabel:`Summary` if needed. You can add a more elaborate " "description in the :guilabel:`Log a note` box." msgstr "" -#: ../../content/applications/productivity/to_do.rst:76 +#: ../../content/applications/productivity/to_do.rst:77 msgid "Click :guilabel:`Schedule` to complete the action." msgstr "" -#: ../../content/applications/productivity/to_do.rst:79 +#: ../../content/applications/productivity/to_do.rst:80 msgid "" "The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not " "create a to-do task." msgstr "" -#: ../../content/applications/productivity/to_do.rst:82 +#: ../../content/applications/productivity/to_do.rst:83 msgid "Viewing to-dos in the Project app" msgstr "" -#: ../../content/applications/productivity/to_do.rst:84 +#: ../../content/applications/productivity/to_do.rst:85 msgid "" "If you use the :doc:`Project app <../services/project>`, your to-dos also " "appear as private tasks under the :guilabel:`My Tasks` view." @@ -8839,7 +8841,7 @@ msgstr "" msgid "Example of a \"My Tasks\" pipeline in the Project app" msgstr "" -#: ../../content/applications/productivity/to_do.rst:91 +#: ../../content/applications/productivity/to_do.rst:92 msgid "" "A padlock icon is visible on your private tasks to quickly identify them " "among your project tasks." diff --git a/locale/zh_CN/LC_MESSAGES/sales.po b/locale/zh_CN/LC_MESSAGES/sales.po index 024666c70..12b3f734c 100644 --- a/locale/zh_CN/LC_MESSAGES/sales.po +++ b/locale/zh_CN/LC_MESSAGES/sales.po @@ -4,6 +4,7 @@ # FIRST AUTHOR , YEAR. # # Translators: +# Martin Trigaux, 2023 # John An , 2023 # scott lai, 2023 # 何彬 , 2023 @@ -11,27 +12,26 @@ # mrshelly , 2023 # snow wang <147156565@qq.com>, 2023 # 稀饭~~ , 2023 -# Martin Trigaux, 2023 # diaojiaolou <124412206@qq.com>, 2023 # liAnGjiA , 2023 # Datasource International , 2023 -# Mandy Choy , 2023 # Emily Jia , 2023 # Gary Wei , 2023 # Jeffery CHEN , 2023 -# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023 -# Wil Odoo, 2023 # Chloe Wang, 2024 # 阿隆 , 2024 +# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2024 +# Mandy Choy , 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: 阿隆 , 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -71,19 +71,12 @@ msgstr "销售线索转换商机" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." -msgstr "系统可生成销售线索而不是商机，以便在将 *线索* 转化为 *商机* 之前增加一个资格鉴定步骤，并分配给适当的销售人员。" +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." +msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "你可从CRM设置启用这一模式。它默认适用于你的所有销售渠道。但可从配置表单将它设置为适用于特定渠道。" - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -108,82 +101,201 @@ msgstr "你可从CRM设置启用这一模式。它默认适用于你的所有销 #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "配置" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." -msgstr "要此功能正常运作，请转到菜单选择：:menuselection:`CRM --> 配置 --> 设置`并激活 *销售线索* 功能。" +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." -msgstr "现在，您将在 *销售线索* 下有一个新的子菜单 *销售线索* ，这些子菜单将汇总它们。" +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "将销售线索转换为商机" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." -msgstr "当您单击 *销售线索* 时，您可以选择将其转换为商机，并决定是否仍应将其分配给相同的渠道/人员以及是否需要创建新客户。" - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 -msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -"如果您已经有了该客户的记录，Odoo将自动为您提供与该记录合并的商机。 以相同的方式，Odoo将自动为您提供链接到现有客户（如果该客户已经存在）。" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" -msgstr "合并商机" - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." -msgstr "如果不同商机的邮件地址相同，Odoo将自动建议合并商机。在合并商机时，Odoo将信息合并到首先创建的商机，首个商机中呈现的信息优先。" +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 +msgid "" +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." +msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." -msgstr "不丢失任何信息：其他商机中的数据将记录在沟通栏和信息字段中，方便访问。" +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." -msgstr "如果你发现重复内容，即使系统并未提示，你也可自行合并商机或线索。" +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." -msgstr "以下是在列表视图下的具体操作方法。选择想要合并的商机或线索，页面将出现操作按钮。然后，你可选择合并。" +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." +msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." -msgstr "你也可以合并2个以上商机或线索。" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." +msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" @@ -497,6 +609,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "价格" @@ -6980,15 +7093,17 @@ msgid "Rental" msgstr "出租" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." -msgstr "**Odoo租赁 **一个全面的解决方案来管理您的租金。" +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." +msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." -msgstr "从单一视图中，您可以发送报价、确认订单、安排租赁、在提货和退货时注册，以及向客户开具开票。" +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." +msgstr "" #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" @@ -6999,151 +7114,508 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "`Odoo 教程：租赁`_" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" -msgstr "租赁价格" - -#: ../../content/applications/sales/rental.rst:22 -msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +msgid "Dashboard" +msgstr "" + +#: ../../content/applications/sales/rental.rst:19 +msgid "" +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" -"转到：菜单选择：`租赁-->产品`，选择或创建产品，然后单击产品的*租赁*选项卡。在*租赁定价*下，单击*添加价格*。然后选择时间的*单位（小时、天、周或月）、*持续时间*和*价格*。您可以根据需要添加任意多的价格行，通常是为了为更长的租期提供折扣。" #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" -msgstr "Odoo租赁的租赁定价配置示例" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." +msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" -"在*预订*项下，您可以对任何*额外一小时*或*额外一天*增加罚款。您还可以设置*安全时间*，以小时表示，以使产品在两次租赁订单之间暂时不可用。" #: ../../content/applications/sales/rental.rst:37 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "设置" + +#: ../../content/applications/sales/rental.rst:39 msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." msgstr "" -"如果您想租用在租赁应用程序之外创建的产品，请不要忘记在产品名称下勾选*可租用*。默认情况下，当您直接从租赁应用程序创建产品时，此选项被勾选。" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "计算" - -#: ../../content/applications/sales/rental.rst:44 -msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" -msgstr "在创建租赁订单时，Odoo总是使用两条规则来计算产品的价格：" +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." +msgstr "" #: ../../content/applications/sales/rental.rst:46 +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:50 +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:52 +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:56 +msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "预留" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 msgid "Only one price line is used." msgstr "仅使用一个价格行。" -#: ../../content/applications/sales/rental.rst:47 +#: ../../content/applications/sales/rental.rst:125 msgid "The cheapest line is selected." msgstr "选择最便宜的线路。" -#: ../../content/applications/sales/rental.rst:50 +#: ../../content/applications/sales/rental.rst:128 msgid "Consider the following rental pricing configuration for a product:" msgstr "考虑产品的以下租赁定价配置：" -#: ../../content/applications/sales/rental.rst:52 +#: ../../content/applications/sales/rental.rst:130 msgid "1 day: $100" msgstr "1 天: $100" -#: ../../content/applications/sales/rental.rst:53 +#: ../../content/applications/sales/rental.rst:131 msgid "3 days: $250" msgstr "3 天: $250" -#: ../../content/applications/sales/rental.rst:54 +#: ../../content/applications/sales/rental.rst:132 msgid "1 week: $500" msgstr "1 周: $500" -#: ../../content/applications/sales/rental.rst:56 +#: ../../content/applications/sales/rental.rst:134 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "一位客户想租用该产品八天。他们将支出什么价格？" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "创建订单后，Odoo选择第二行，因为这是最便宜的选项。客户必须支付三次“3天”的费用来支付租金的8天，总计750美元。" -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "客户签名" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" -"您可以要求您的客户签署租赁协议，概述您和您的客户在提货之前的安排，以确保您的产品按时归还，并保持其原始状态。要执行此操作，请转至：菜单选择：`租赁-->配置-->设置`，活动*数字文件*，并且*保存*。" #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "Odoo租赁中的数字文件设置" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." -msgstr "此功能需要：:doc:`签署 <../finance/sign>`应用程序。如有必要，Odoo会在激活*数字文档*后安装它。" - -#: ../../content/applications/sales/rental.rst:79 -msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -"保存应用程序设置后，您可以从下拉菜单中选择更改默认的*租赁协议*。你可以选择已经上传到*签名*应用程序的任何文档，或者通过单击*上传模板*将新文档上传到*签名*应用程序。" -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -"要请求客户签名，请选择已确认的租赁订单，单击*签署文档*，选择文档模板，然后再次单击*签署文档*。在下一个窗口中，选择您的客户并单击*立即签名*开始与客户的签名过程。文档完成后，单击*验证并发送已完成的文档*。" -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "`Odoo 教程: 签署 `_" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" -msgstr "取货和退货收据" - -#: ../../content/applications/sales/rental.rst:96 -msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:252 +msgid "" +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" -"当客户提货和/或退货时，您可以打印并给他们收据。要执行此操作，请打开任何租赁订单，单击*打印*并选择*取货和退货收据*。然后，Odoo生成了一个PDF文件，详细介绍了有关租赁物品当前状态的所有信息：哪些物品被捡到，预计何时归还，哪些物品被归还，以及潜在的租赁延迟成本。" #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" -msgstr "在Odoo租赁中打印提货和退货收据" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." +msgstr "" #: ../../content/applications/sales/sales.rst:10 msgid "" @@ -7161,296 +7633,339 @@ msgid "Amazon Connector" msgstr "亚马逊连接器" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" -msgstr "亚马逊连接器特点" +msgid "Amazon Connector features" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" -" **马逊连接** 可以在亚马逊和您的Odoo数据库之间同步订单，从而大大减少了在亚马逊卖家平台的仪表板上花费时间，从而使您的日常工作变得更加轻松。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" -msgstr "支持的功能" +msgid "Supported features" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" -msgstr "该连接器能够：" +msgid "The Amazon Connector is able to:" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" -msgstr "同步（亚马逊到Odoo）所有已确认的订单（FBA和FBM）及其订单项，包括：" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" -msgstr "产品名称，描述和数量" +msgid "product name, description, and quantity" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" -msgstr "产品的运输费用" +msgid "shipping costs for the product" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" -msgstr "礼品包装费" +msgid "gift wrapping charges" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." -msgstr "在Odoo上创建与缺少合作伙伴的订单（支持的联系类型：联系和交付）。" +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." -msgstr "通知亚马逊的发货确认在Odoo (FBM)，以便付款。" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "支持多个卖方帐户。" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "每个卖方帐户支持多个市场。" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "由亚马逊履行(FBA)" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "由贸易商履行 (FBM)" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr " **** " -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" -msgstr "同步已发货和已取消的订单" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "同步未发货和已取消的订单" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize unshipped and canceled orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "**Shipping**" msgstr " **** " -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "收费" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "交付已创建" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "**Gift Wrapping**" msgstr " **品包** " -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "由亚马逊处理" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" -msgstr "礼品包装费" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" -msgstr "礼品寄语" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr " **存管** " -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "每个销售订单项目创建一个库存移动" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "由物流公司处理" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "" +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr " **认** " +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "确认送货时通知亚马逊" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 -msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." -msgstr "连接器被设计用于同步订单数据，如上所述。 像往常一样，必须从亚马逊卖家平台管理其他操作，例如下载月租费报告，处理纠纷或发放退款。" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" -msgstr "支持的市场" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr ":doc:`setup`" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr ":doc:`manage`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" -msgstr "在Odoo中管理Amazon订单" +msgid "Amazon order management" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" -msgstr "订单的同步" +msgid "Order synchronization" +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" -"订单自动从Amazon获取，并在Odoo中定期同步。同步基于Amazon状态：仅从Amazon获取上次同步之后状态发生变化的订单。对** " -"FBA**（Amazon发货），仅获取 **发货 ** **取消 **订单。对** FBM**（商家发货），获取 **发货 ** **取消 " -"**订单。对于每份已同步的订单，如果尚未注册，则将在Odoo中创建销售订单和客户。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." -msgstr "当订单在Amazon中取消并且已经在Odoo中同步时，相应的销售订单会在Odoo中自动取消。" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." msgstr "" -"要强制同步自上次同步以来状态未更改的订单，请激活：ref:`开发者模式`，导航到您的亚马逊帐户，并在：菜单选择：`订单跟进-->最后订单同步`下修改日期。在要同步和保存的订单的最后一次状态更改之前选择一个日期。" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 -msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 +msgid "" +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" -"要立即同步您的Amazon帐户的订单，请切换到：ref:`开发者模式 `，前往您的Amazon帐户并单击 **步订** " -"。通过单击 **步选** ，也可以对选取进行相同的操作。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "在FBM中管理发货" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" -"当在Odoo中同** " -"FBM**（商家发货）订单时，将与销售订单和客户一同创建拣货命令。你可立即将所有订购的产品发送给客户，也可通过延期交货订单功能部分发货。" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "当与订单相关的拣货命令被确认时，将向Amazon发送通知，然后由Amazon通知客户订单（或部分订单）已在处理中。" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "亚马逊要求在每次交付时提供跟踪参考。您需要指定一个承运人。如果运营商没有自动提供跟踪参考，您需要手动设置一个。这涉及所有市场。" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" -"如果您选择的运营商不是Odoo支持的运营商，您仍然可以创建带有其名称的运营商（例如，创建名为`Colissimo`的运营商）。名称不区分大小写，但应拼写正确，否则亚马逊将无法识别。" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." -msgstr "创建名为 `自行配送`的快递公司，告知亚马逊您自行配送。您仍然需要输入追踪参考号。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." -msgstr "请谨记，客户会通过电子邮件收到关于交货的通知，并且在发送给客户的电子邮件中会显示承运人和追踪参考号。" +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." +msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -7463,127 +7978,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "在FBA中跟进发货" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." -msgstr "" -"当在Odoo中同步**FBA**（Amazon发货）订单时，将对每个销售订单项目记录库存移动，以便将其保存在你的系统中。库存经理可在 " -":menuselection:`库存 --> 报告 --> " -"产品移动`下找到相关记录。他们在**Amazon**的特定库位取货。这个库位代表你在Amazon仓库中的库存，并允许你在FBA程序下管理产品库存。" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 -msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." -msgstr "如要在Odoo中追踪你的Amazon (FBA)库存，你可在补货后进行库存调整。你还可通过Amazon库位的重订货规则触发自动补货。" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 -msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." -msgstr "" -"Amazon库位可通过Odoo管理的Amazon账户进行配置。同一家公司的所有账户默认使用同一库位。但是，你可以按电商平台追踪库存。首先，从已同步的电商平台列表中删除想要单独追踪库存的电商平台。然后，为该账户创建另一个注册账户，并删除所有其他电商平台。最后，为第二个注册账户分配其他库位。" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "开开票和登记付款" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "开具开票" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 -msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 +msgid "" +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 +msgid "" +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 +msgid "" +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" -msgstr "在销售报告中追踪你的Amazon销售情况" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 -msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" msgstr "" -"由于销售团队设置在你的账户下**订单跟进**选项卡中，你只需要在销售报告中点击数次即可快速查看所有数据。默认情况下，你的账户销售团队在公司所有账户之间共享。" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 -msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." -msgstr "如有需要，你可将账户的销售团队更改为另一个，并对该账户的销售情况进行单独报告。" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "开具开票" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -"你也可以类似方式对每个电商平台进行报告。首先，从已同步的电商平台列表中删除想要单独追踪库存的电商平台。然后，为该客户创建另一个注册账户，并删除所有其他电商平台。最后，为注册的两个账户其中一个分配其他销售团队。" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 +msgid "" +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 +msgid "" +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr ":doc:`features`" @@ -7812,7 +8405,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "启用:ref:`开发者模式`." @@ -7867,147 +8459,1267 @@ msgstr "" msgid "eBay Connector" msgstr "eBay 连接器" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "如何上架一个产品" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" -msgstr "上架没有变种" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." -msgstr "为了上架一个产品，你需要点击 **eBay可** 字段在产品的界面上，eBay 标签将可用。" +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 +msgid "" +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." -msgstr "当勾选 **用库存数** 字段，eBay上的数量则会被设置为Odoo的 **期数** 。" +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -" **述模** 允许你为你的上架产品使用模板。默认的模板仅使用产品的 **eBay 描** 字段。你可以使用 **述模** 和 **eBay " -"描** 的内部html。" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." -msgstr "要在列表中使用图片，需要你在产品模板中把它们添加为 **** 。" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "有变种的上架" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" -"当选中 **有变化的产品上使用易** ，并将 **定价格 **为 **录类型 " -"**，易趣表单略有不同。在变体阵列中，您可以选择将在易趣上列出的变体，并设置每个变体的价格和数量。" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" -msgstr "带项目细节的上架产品" +msgid "Listing without variation" +msgstr "上架没有变种" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." -msgstr "为了增加项目规格，你应该在产品表单创建一个产品属性，在 **** 页签里设置一个值。" +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" -msgstr "产品标示" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "有变种的上架" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "带项目细节的上架产品" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" -"大多数易趣类别都需要EAN、UPC、BrandM、PN等产品标识符。该模块使用产品变体的**条形码**字段管理EAN和UPC标识符。如果**条形码**字段为空或is值无效，EAN和UPC值将按照易趣的建议设置为*不适用*。品牌和MPN值作为物品的具体信息，应在产品表单的**变体**选项卡中定义。如果未设置这些值，则*不适用*将用于易趣登录。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" -msgstr "如何在Odoo里配置eBay?" +msgid "eBay connector setup" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" -msgstr "创建eBay令牌" +msgid "Overview" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" -"为了创建令牌，您需要在开发者门户 `开发者门户 `_。 上创建一个开发者帐户。 " -"登录后，可以通过单击适当的按钮来创建 **盒** 和 **产键** 。" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." -msgstr "" -"在秘钥创建后，你可以得到你的用户令牌.这么做，点击在页面底部的链接 **到一个用户令** " -"。通过界面，用你的eBay账号登陆，然后你可以得到需要在Odoo里配置模块的秘钥和令牌。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" -msgstr "在Odoo里设置令牌" +msgid "eBay - Odoo linked fields" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." -msgstr "为了设置eBay集成, 进入菜单 :menuselection:`销售 --> 配置 --> 设置` 。" +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" msgstr "" -"首先选择你要使用的是成品还是eBay沙箱。然后填写字段 **发者秘** ， **** ， **应用秘** , **证秘** 。申请变更。" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" +msgstr "小标题" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." -msgstr "一旦页面被重新载入，你需要从eBay同步信息。点击 **步国家和货** ， 然后你可以填写其他字段。" +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." -msgstr "当所有的字段被填写后, 你可以通过点击按钮同步种类和策略" +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" +msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "持续时间" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "国家" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "令牌" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "用户令牌" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "开发者密钥" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 msgid "Accept account deletion notifications" msgstr "接受帐户删除通知" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -8017,158 +9729,181 @@ msgstr "" "自2021 9月起， **趣需要支持客户账户删除/关闭通** " "。因此，当易趣收到账户删除请求时，所有易趣合作伙伴必须确认收到该请求，并在必要时采取进一步行动。" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -"Odoo有一个通知端点来接收这些通知，确认接收到请求，并处理第一组操作，以匿名化**联系人**中的帐户详细信息，并删除客户对门户的访问权限。" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -"请确保正确：ref:`设置您对市场帐户删除通知的订阅 `，因为在订阅完成之前，易趣可能会暂时禁用相关的易趣帐户。" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "将Odoo更新到最新版本" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "更新可用模块列表" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "从Odoo检索端点详细信息" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." -msgstr "端点详细信息可以在以下菜单中找到：`销售-->配置-->设置-->易趣`。单击*生成令牌*以检索您的 **证令** 。" +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "在Odoo中生成eBay验证令牌的按钮" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "订阅帐户删除通知" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." -msgstr "登录 `eBay 开发者门户 `_ 然后去 **报和通** ." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "eBay提醒和通知仪表板概述" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "要订阅删除/关闭通知，易趣需要一些详细信息：" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." -msgstr "如果无法访问端点，则发送通知的 **子邮件地** 。" +"An *email address* to send notifications to if the endpoint is unreachable." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" -msgstr " **点详细信** ：" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "Odoo帐户删除通知终结点的URL" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "验证令牌" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "用于输入端点详细信息的专用栏" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." -msgstr "填写电子邮件地址字段后，您可以编辑最后两个字段。" +"The administrator can edit the last two fields once the email address field " +"is filled out." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "验证与端点的连接" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." -msgstr "在易趣的仪表板中设置检索到的端点详细信息后，考虑使用**发送测试通知**按钮测试连接性。" +"testing the connectivity with the :guilabel:`Send Test Notification` button." +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" -msgstr "您应该会收到以下确认消息：“测试通知已成功发送！`" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" +msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "用于发送测试通知的按钮" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "使用更新同步方法" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "如有你有大量产品，由于eBay强制规定的一定时间内请求数量限制，eBay API有时可能拒绝某些同步调用。" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "为了解决这个问题，开发了一种新的实施机制；但是，默认情况下禁用此更新机制，以避免在现有安装中两个系统并行运行。" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "如要切换为新同步机制：" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "前往 :menuselection:`设置 --> 技术 --> 预定操作`" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "存档旧的同步操作（二者名称都是*Ebay：更新产品状态*）" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" -"启用新的同步操作（*Ebay：获取新订单*，默认每15分钟运行一次，及*Ebay：同步库存（以便与“获取新订单”同步）*，默认每天运行一次）" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "确保两种操作的 **次执行日期 **为最近" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "从下次执行日期开始，将使用新方法进行同步。" - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "开票方式" @@ -11082,12 +12817,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "设置" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -12259,315 +13988,762 @@ msgid "Manage your products" msgstr "管理您的产品" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" -msgstr "如何导入具有类别和变体的产品" +msgid "Import products" +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -"要导入的最常见数据（联系人、产品、银行对账单等）的 **入工具 **提供了导入模板。您可以使用任何电子表格软件（Microsoft " -"Office、OpenOffice、Google Drive等）打开它们。" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "如何自定义文件" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." -msgstr "删除不需要的列。但是，我们建议您不要删除*ID*列（请参阅下面的原因）。" +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." -msgstr "向下拖动ID顺序，为每个记录设置唯一的ID。" +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." -msgstr "不要更改要导入的列的标签。否则，奥多将无法再识别它们，您必须在导入屏幕中自己映射它们。" +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." -msgstr "可以随意添加新列，但字段需要存在于Odoo中。如果Odoo无法将列名与字段匹配，则可以在导入时通过浏览可用字段列表手动进行匹配。" +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "为什么是“ID”列？" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." -msgstr "ID是行项目的真正唯一标识符。您可以随意使用以前软件中的一款，以轻松过渡到Odoo。" +"From this drop-down menu, select the :guilabel:`Import records` option." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" -msgstr "导入时设置ID不是强制性的，但在许多情况下会有所帮助：" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." -msgstr "更新导入：可以多次导入同一文件，而不创建重复文件。" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." -msgstr "导入关系字段（见下文）" +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" -msgstr "如何导入关系字段" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -"Odoo对象始终与许多其他对象相关（例如，产品与产品类别、属性、供应商等相关联）。要导入这些关系，您需要首先从相关对象的列表菜单导入相关对象的记录。" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 -msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 +msgid "" +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "产品变体" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" -"您可以使用相关记录的名称或其ID来执行此操作。当两个记录具有相同名称时，需要ID。在这种情况下，在列标题的末尾添加“/ID”（例如，对于产品属性：产品属性/属性/ID）。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" -msgstr "使用谷歌图片自动获取产品图片" +msgid "Product images with Google Images" +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -"产品图像在Odoo中非常有用，例如，可以快速找到产品或检查您是否扫描了正确的产品，但设置起来可能有点痛苦，尤其是当您有很多产品时 **歌自定义搜索 " -"**许根据产品的条形码自动查找产品的图像，让您专注于业务中的重要内容。" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "这种功能性需要在Google和Odoo上进行配置。" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." -msgstr "有了免费的谷歌帐号，你每天可以获得多达100张免费图片。如果你需要更高的费率，你必须升级到计费帐户。" +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "谷歌API仪表板" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" "Go to the `Google Cloud Platform API & Services " "`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -"转到`谷歌云平台API和服务`_页面生成谷歌自定义搜索API凭据。用你的谷歌帐号登录。" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." -msgstr "选择或创建API项目以存储凭据。给它一个明确的名称（例如，Odoo Images）。" +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." -msgstr "在凭证部分，单击 **建凭** ，然后选** API密** 。" +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" -msgstr "谷歌云平台的API和服务页面" +msgid "API & Services page on Google Cloud Platform." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "保存**API密钥**。在Odoo的下一步中，你需要它！" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." -msgstr "使用搜索栏查找 **歌自定义搜索API**，然后选择它。" +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" -msgstr "谷歌云平台中包含“自定义搜索API”的搜索栏" +msgid "The API key created pop-up window that appears." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." -msgstr "启用API接口。" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" -msgstr "谷歌云平台上突出显示启用按钮的“自定义搜索API”分区" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" -msgstr "谷歌可编程搜索仪表板" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" -"转到`谷歌可编程搜索引擎`_然后单击 **** " -"。用你的谷歌帐号登录。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -"谷歌可编程搜索引擎页面，右上角有**快速入门**\n" -"按钮" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." -msgstr "填写搜索引擎的语言和名称。给它一个明确的名称（例如，Odoo Images）。" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" +msgstr "谷歌可编程搜索仪表板" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -"谷歌不允许在没有输入至少一个特定网站进行搜索的情况下创建搜索引擎。你可以将任何网站（例如www.Google.com）放在这一步中，我们稍后将删除它。" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." -msgstr "通过单击 **建 **证表单。然后，进入您创建的搜索引擎的编辑模式（单击确认页面上** 控制面** ，或单击主页上的搜索引擎名称）。" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." -msgstr "在 **础 **项卡中，确保启用 **像搜** 、 **全搜索 ** **索整个网** 。" +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." -msgstr "启用 **索整个网站 **，您可以安全删除在上一步放置的网站。" +"Create new search engine form that appears with search engine " +"configurations." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 +msgid "Validate the form by clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" -msgstr "保存您的 **索引擎Id**。在Odoo的下一步中，你需要它！" +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." -msgstr "转到：菜单选择：`设置-->常规设置-->集成`，激活 **歌图** ，然后保存。" +"The Your New Search Engine Has Been Created page that appears with copy " +"code." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." -msgstr "返回：菜单选择：`设置-->常规设置-->集成`，在 **歌图像 **置中输** API键 ** **索引擎ID**，然后再次保存。" +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" -msgstr "在Odoo中自动获取产品图像" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 -msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." -msgstr "在任何产品或产品变体列表视图中都会显示在Odoo中自动获取产品图像的操作。以下是库存应用程序的分步指南。" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -"从任何使用产品（如库存或销售）的应用程序转到产品菜单（：菜单选择:`Products—>Products`或：菜单选择:`Products—>Product" -" Variants`）。" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." -msgstr "在列表视图中，选择需要图像的产品。" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." -msgstr "仅处理10000个首批选定的产品或产品变体。" +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." -msgstr "只有带有条形码且没有图像的产品或产品变体才会被处理。" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "如果从“产品”视图中选择具有一个或多个变体的产品，则将处理与先前标准匹配的每个变体。" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." -msgstr "在操作菜单中，选择 **谷歌图片中获取图** ，然后单击 **取图片 **行验证。" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." +msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." -msgstr "您应该看到图像以增量方式显示。" +msgid "Product images in Odoo with Google Custom Search API" +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." -msgstr "仅立即获取前10幅图像。如果您选择了10个以上，其余的将作为后台作业获取。" +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." -msgstr "后台作业在一分钟内处理大约100幅图像。如果你达到谷歌授权的配额（无论是免费还是有偿），后台工作将暂停24小时，并在前一天停止的地方继续。" +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" +msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" @@ -12575,11 +14751,6 @@ msgstr "" "`创建、修改或关闭您的谷歌云计费帐户`_" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "产品变体" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -13702,7 +15873,7 @@ msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" @@ -13833,7 +16004,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" @@ -13850,7 +16021,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -13881,7 +16052,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -13902,7 +16073,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -14728,41 +16899,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -14770,12 +16919,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -14784,37 +16938,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -14823,25 +17014,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -14849,19 +17036,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -14870,13 +17057,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -14884,24 +17071,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -14909,7 +17096,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -14920,7 +17107,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -14928,136 +17115,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "使用报价模板" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -15067,7 +17181,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -15078,6 +17192,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "订阅" @@ -15348,25 +17483,25 @@ msgstr "通过编辑警报，您可以修改*应用于*、*操作*和*活动*部 #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr "" @@ -16109,120 +18244,141 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" -msgstr "续订" +msgid "Renew subscriptions" +msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." -msgstr "订阅业务模式的关键特征是支付的重复性。在这种模式中，客户支付一笔经常性金额，以换取对产品或服务的访问。" +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." +msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." -msgstr "根据合同期限，每个订阅者每月、每年或有时更多地经历此续订过程。大多数订阅公司选择自动更新流程，但在某些情况下，手动更新订阅仍然是首选。" +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." +msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -"使** Odoo订** " -"，您可以在一个应用程序中拥有所有订阅，向客户建议自动订阅续订（以及手动续订），最后，过滤所有订阅，轻松找到要续订的订阅（借助标记*to renew*）。" -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" -msgstr "续订您的首次订阅" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" +msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" -msgstr "续订Odoo订阅" - -#: ../../content/applications/sales/subscriptions/renewals.rst:38 -msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." -msgstr "付款失败时，自动勾选*续订*标签。此指示器也显示在客户门户上。要将其可视化，只需单击“客户预览”按钮。要续订的标签*出现在右上角。" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "Odoo订阅续订客户预览" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -"当需要续订时，您可以使用名为“续订报价”的新按钮。点击它，创建一个新的报价单。从那里开始，开始一个基本的销售流程，允许您通过电子邮件将报价发送给客户或进行确认。最好先*通过电子邮件*将报价发送给客户，以获得他们的确认，然后**" -" Odoo 销售 ***确认*。" -#: ../../content/applications/sales/subscriptions/renewals.rst:53 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" -"在这个新报价的聊天中，提到“这个续订订单是从以前的订阅中创建的”。一旦您的客户确认，此报价将成为销售订单，并且在订阅的右上角会提到新的销售。" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "Odoo订阅续订报价" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" -"单击*销售*按钮，您可以在列表视图中看到销售订单的摘要。您的两个报价之间的唯一区别是“订阅管理”类别下的描述。在那里，你可以很容易地想象哪一个是你的更新。" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "Odoo订阅续订的订阅管理表" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "可视化订阅以续订" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." -msgstr "最后，如果您想可视化所有订阅并轻松找到要续订的订阅，可以转到“订阅”仪表板*并使用过滤器*续订*。" #: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" -msgstr "订阅列表和使用Odoo订阅续订筛选器的视图" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." +msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Reports" @@ -16434,121 +18590,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "Odoo订阅中的销售人员仪表板报告" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" -msgstr "追加销售订阅" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" +msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" -"订阅是经常性的，并且无限期地持续下去。随着时间的推移，我们的客户可能希望修改它们。然后，我们必须能够调整价格或改变产品的数量，以满足其需求。可能发生两种情况：" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -" " -"**诚的客户：*这种客户已经信任你作为一个品牌。因此，你对你提供的产品和服务充满信心，因为他们一直在为你的产品与服务付费。因此，向他们销售额外的东西比向新客户销售更容易。" -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -" " -"**客户：*对于这类客户，你必须提供一些新的、有吸引力的东西。折扣呢？通常，每个订阅在特定时间后结束。为新客户提供这些类型的服务可以加强您与他们的关系，并提高他们的忠诚度。" -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." msgstr "" -"如前所述，要向新客户追加订购，建议提供*折扣*。要激活此选项，请转至：菜单选择：`销售-->配置-->设置`，在*定价*类别下，您可以对销售订单行授予折扣。" -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" -msgstr "在Odoo销售中激活折扣选项" +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "追加销售您的第一个订阅" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" -msgstr "升级Odoo订阅" +msgid "Activation of the discount option in Odoo Sales." +msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." -msgstr "通过使用智能按钮*追加销售*，您可以使用新的订阅产品创建新报价，并将其发送给客户供其批准。" +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst-1 +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:63 +msgid "" +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." +msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" -msgstr "通过Odoo订阅中的追加销售选项，将产品添至您的订阅" - -#: ../../content/applications/sales/subscriptions/upselling.rst:56 -msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." -msgstr "当客户确认报价后，产品将添加到初始订阅中。然后，报价按当前开票期间的剩余时间按比例计算。" - -#: ../../content/applications/sales/subscriptions/upselling.rst:60 -msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." msgstr "" -"当然，在将此新报价发送给客户之前，您可以更改单价、税费，甚至希望提供的折扣。智能按钮*客户预览*用于模拟客户的反应。在这种情况下，我们可以自信地说，客户将*签署并支付*这一新报价。完成后，您必须返回编辑模式，确认报价，然后单击智能按钮*订阅*以可视化所有更新。从那里，您可以看到，客户想要购买的新额外服务已添加到订阅中。" + +#: ../../content/applications/sales/subscriptions/upselling.rst:78 +msgid "" +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:82 +msgid "" +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." +msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "使用Odoo订阅可视化您的所有订阅更新" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." -msgstr "此外，单击*销售*按钮，您可以在列表视图中获得销售订单的摘要。" - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "为订阅创建的所有销售订单的列表视图" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." -msgstr "您的两个销售订单之间的唯一区别是*订阅管理*类别下的描述。在那里，你可以很容易地想象哪一个是你的追加销售。" +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." +msgstr "" diff --git a/locale/zh_CN/LC_MESSAGES/services.po b/locale/zh_CN/LC_MESSAGES/services.po index 84c77b39c..16cc0ef30 100644 --- a/locale/zh_CN/LC_MESSAGES/services.po +++ b/locale/zh_CN/LC_MESSAGES/services.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Chloe Wang, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -4153,12 +4153,9 @@ msgstr "项目设置" #: ../../content/applications/services/project/project_management.rst:58 msgid "" -"`Odoo Tutorials: Customize your project " -"`_" +"`Odoo Tutorials: Customize projects " +"`_" msgstr "" -"`Odoo 教程：自定义您的项目`_" #: ../../content/applications/services/project/project_management.rst:61 msgid "" diff --git a/locale/zh_CN/LC_MESSAGES/websites.po b/locale/zh_CN/LC_MESSAGES/websites.po index e5dd50b5b..973463717 100644 --- a/locale/zh_CN/LC_MESSAGES/websites.po +++ b/locale/zh_CN/LC_MESSAGES/websites.po @@ -19,20 +19,20 @@ # mrshelly , 2023 # Datasource International , 2023 # Mandy Choy , 2023 -# Wil Odoo, 2023 # 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023 # John An , 2023 # Chloe Wang, 2024 # 阿隆 , 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: 阿隆 , 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -44,6 +44,278 @@ msgstr "" msgid "Websites" msgstr "网站" +#: ../../content/applications/websites/blog.rst:3 +msgid "Blog" +msgstr "博客" + +#: ../../content/applications/websites/blog.rst:5 +msgid "" +"**Odoo Blog** allows you to create and manage blog posts on your website to " +"engage your audience and build a community." +msgstr "" + +#: ../../content/applications/websites/blog.rst:9 +msgid "" +"If the Blog module is not yet installed, click :guilabel:`+New` on the " +"website builder, select :guilabel:`Blog Post`, and click " +":guilabel:`Install`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:13 +msgid "Creating a blog" +msgstr "" + +#: ../../content/applications/websites/blog.rst:15 +msgid "" +"To create or edit a blog, go to :menuselection:`Website --> Configuration " +"--> Blogs: Blogs`. Click :guilabel:`New`, and enter the :guilabel:`Blog " +"Name` and the :guilabel:`Blog Subtitle`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:18 +msgid "" +"The :guilabel:`Blog` menu item is added to your website's menu the first " +"time you create a blog and gathers all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:22 +msgid "Adding a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:24 +msgid "" +"Go to your website, click :guilabel:`+New` in the top-right corner, and " +"select :guilabel:`Blog Post`. In the pop-up, **select the blog** where the " +"post should appear, write the post's :guilabel:`Title`, and " +":guilabel:`Save`. You can then write the post's content and customize the " +"page using the website builder." +msgstr "" + +#: ../../content/applications/websites/blog.rst:30 +msgid "" +"Illustrate your articles with copyright-free images from :doc:`Unsplash " +"`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:32 +msgid "Type `/` in the text editor to format and add elements to your text." +msgstr "" + +#: ../../content/applications/websites/blog.rst:35 +msgid "" +"Don't forget to toggle the :guilabel:`Unpublished` switch in the top-right " +"corner to publish your post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:39 +msgid "Using tags" +msgstr "" + +#: ../../content/applications/websites/blog.rst:41 +msgid "" +"Tags let visitors filter all posts sharing the same tag. By default, they " +"are displayed at the bottom of posts, but can also be displayed on the " +"blog's main page. To do so, click :menuselection:`Edit --> Customize` and " +"enable the :guilabel:`Sidebar`. By default, the sidebar's :guilabel:`Tags " +"List` is enabled." +msgstr "" + +#: ../../content/applications/websites/blog.rst:46 +msgid "" +"To create a tag, go to :menuselection:`Website --> Configuration --> Blogs: " +"Tags` and click :guilabel:`New`. Fill in the:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:49 +msgid ":guilabel:`Name`" +msgstr "" + +#: ../../content/applications/websites/blog.rst:50 +msgid "" +":guilabel:`Category`: tag categories let you group tags displayed on the " +"sidebar by theme." +msgstr "" + +#: ../../content/applications/websites/blog.rst:51 +msgid "" +":guilabel:`Used in`: to apply the tag to existing blog posts, click " +":guilabel:`Add a line`, select the posts, and click :guilabel:`Select`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:54 +msgid "" +"You can add and create tags directly from posts by clicking " +":menuselection:`Edit --> Customize` and select the post's cover. Under " +":guilabel:`Tags`, click :guilabel:`Choose a record...`, and select or create" +" a tag." +msgstr "" + +#: ../../content/applications/websites/blog.rst-1 +msgid "Adding a tag to a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:62 +msgid "" +"To manage tag categories, go to :menuselection:`Website --> Configuration " +"--> Blogs: Tag Categories`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:66 +msgid "Customizing blog homepages" +msgstr "" + +#: ../../content/applications/websites/blog.rst:68 +msgid "" +"Customize the content of blog homepages by opening a blog homepage and " +"clicking :menuselection:`Edit --> Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:72 +msgid "Settings apply to **all** blogs homepages." +msgstr "" + +#: ../../content/applications/websites/blog.rst:74 +msgid "" +":guilabel:`Top Banner`: :guilabel:`Name/Latest Post` displays the title of " +"the latest post on the top banner, while :guilabel:`Drop Zone for Building " +"Blocks` removes the top banner and lets you use any building block instead." +msgstr "" + +#: ../../content/applications/websites/blog.rst:78 +msgid "" +":guilabel:`Layout`: organizes posts as a :guilabel:`Grid` or " +":guilabel:`List`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:80 +msgid ":guilabel:`Cards`: adds a *card* effect." +msgstr "" + +#: ../../content/applications/websites/blog.rst:81 +msgid ":guilabel:`Increase Readability`: improves the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:83 +msgid "" +":guilabel:`Sidebar`: displays a sidebar containing an :guilabel:`About us` " +"section." +msgstr "" + +#: ../../content/applications/websites/blog.rst:85 +msgid "" +":guilabel:`Archives`: allows visitors to select a month and filter all posts" +" created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:87 +msgid "" +":guilabel:`Follow Us`: displays links to your social media networks. They " +"can be configured using the Social Media building block somewhere on your " +"website." +msgstr "" + +#: ../../content/applications/websites/blog.rst:89 +msgid "" +":guilabel:`Tags List`: displays all tags related to a blog. Visitors can " +"select a tag to filter all related posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:92 +msgid "" +":guilabel:`Posts List`: :guilabel:`Cover` displays the posts' images, and " +":guilabel:`No Cover` hides them." +msgstr "" + +#: ../../content/applications/websites/blog.rst:95 +msgid ":guilabel:`Author`: displays the posts' authors." +msgstr "" + +#: ../../content/applications/websites/blog.rst:96 +msgid "" +":guilabel:`Comments/Views Stats`: displays the posts' number of comments and" +" views." +msgstr "" + +#: ../../content/applications/websites/blog.rst:97 +msgid "" +":guilabel:`Teaser & Tags`: displays the posts' first sentences and tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:100 +msgid "Customizing blog posts" +msgstr "" + +#: ../../content/applications/websites/blog.rst:102 +msgid "" +"Customize posts by opening a blog post and clicking :menuselection:`Edit -->" +" Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:105 +msgid "Settings apply to **all** posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:107 +msgid "" +":guilabel:`Layout`: :guilabel:`Title Inside Cover` displays the title inside" +" the cover image, and :guilabel:`Title above Cover` displays it above." +msgstr "" + +#: ../../content/applications/websites/blog.rst:110 +msgid ":guilabel:`Increase Readability`: increases the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:112 +msgid "" +":guilabel:`Sidebar`: displays the :guilabel:`Sidebar` and additional " +"options:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:114 +msgid "" +":guilabel:`Archive`: allows visitors to select a month and filter all posts " +"created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:116 +msgid ":guilabel:`Author`: displays the post's author and creation date." +msgstr "" + +#: ../../content/applications/websites/blog.rst:117 +msgid ":guilabel:`Blog List`: displays links to all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:118 +msgid "" +":guilabel:`Share Links`: displays share buttons to several social networks." +msgstr "" + +#: ../../content/applications/websites/blog.rst:119 +msgid ":guilabel:`Tags`: displays the post's tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:121 +msgid ":guilabel:`Breadcrumb`: displays the path to the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:123 +msgid "" +":guilabel:`Bottom`: :guilabel:`Next Article` displays the next post at the " +"bottom, and :guilabel:`Comments` enable visitors to comment on the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:126 +msgid "" +":guilabel:`Select To Tweet`: visitors are offered to tweet the text they " +"select." +msgstr "" + +#: ../../content/applications/websites/blog.rst:129 +msgid "" +"Use :ref:`Plausible ` to keep track of the " +"traffic on your blog." +msgstr "" + #: ../../content/applications/websites/ecommerce.rst:8 msgid "eCommerce" msgstr "电子商务" @@ -4154,22 +4426,21 @@ msgid "" "In order to track the geographical location of visitors, :guilabel:`GeoIP` " "must be installed on the database. While this feature is installed by " "default on *Odoo Online*, *On-Premise* databases will require additional " -":doc:`setup steps `." +":doc:`setup steps `." msgstr "" -#: ../../content/applications/websites/livechat.rst:191 +#: ../../content/applications/websites/livechat.rst:190 msgid "Widget" msgstr "小工具" -#: ../../content/applications/websites/livechat.rst:193 +#: ../../content/applications/websites/livechat.rst:192 msgid "" "The :guilabel:`Widget` tab on the live chat channel details form provides " "the shortcode for an embeddable website widget. This code can be added to a " "website to provide access to a live chat window." msgstr "" -#: ../../content/applications/websites/livechat.rst:197 +#: ../../content/applications/websites/livechat.rst:196 msgid "" "The live chat widget can be added to websites created through Odoo by " "navigating to the :menuselection:`Website --> Configuration --> Settings`. " @@ -4177,14 +4448,14 @@ msgid "" "add to the site. Click :guilabel:`Save` to apply." msgstr "" -#: ../../content/applications/websites/livechat.rst:201 +#: ../../content/applications/websites/livechat.rst:200 msgid "" "To add the widget to a website created on a third-party platform, click the " "first :guilabel:`COPY` button on the :guilabel:`Widget` tab and paste the " "code into the `` tag on the site." msgstr "" -#: ../../content/applications/websites/livechat.rst:204 +#: ../../content/applications/websites/livechat.rst:203 msgid "" "Likewise, to send a live chat session to a customer, click the second " ":guilabel:`COPY` button on the :guilabel:`Widget` tab. This link can be sent" @@ -4196,29 +4467,29 @@ msgstr "" msgid "View of the widget tab for Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat.rst:213 +#: ../../content/applications/websites/livechat.rst:212 msgid "Participate in a conversation" msgstr "" -#: ../../content/applications/websites/livechat.rst:215 +#: ../../content/applications/websites/livechat.rst:214 msgid "" "As explained above, *operators* are the users who will respond to live chat " "requests from customers. The information below outlines the necessary steps " "for operators participating in live chat conversations on an Odoo database." msgstr "" -#: ../../content/applications/websites/livechat.rst:220 +#: ../../content/applications/websites/livechat.rst:219 msgid "Set an online chat name" msgstr "" -#: ../../content/applications/websites/livechat.rst:222 +#: ../../content/applications/websites/livechat.rst:221 msgid "" "Before participating in a live chat, operators should update their *Online " "Chat Name*. This is the name that will be displayed to site visitors in the " "live chat conversation." msgstr "" -#: ../../content/applications/websites/livechat.rst:225 +#: ../../content/applications/websites/livechat.rst:224 msgid "" "To update the :guilabel:`Online Chat Name`, click on the user name in the " "upper-right corner of any page in the database. Select :guilabel:`My " @@ -4231,13 +4502,13 @@ msgstr "" msgid "View of the My Profile option in Odoo." msgstr "" -#: ../../content/applications/websites/livechat.rst:234 +#: ../../content/applications/websites/livechat.rst:233 msgid "" "If a users :guilabel:`Online Chat Name` is not set, the name displayed will " "default to the :guilabel:`User Name`." msgstr "" -#: ../../content/applications/websites/livechat.rst:238 +#: ../../content/applications/websites/livechat.rst:237 msgid "" "A user has their full name as their :guilabel:`User Name`, but they do not " "want to include their last name in a live chat conversation. They would then" @@ -4248,18 +4519,18 @@ msgstr "" msgid "View of user profile in Odoo, emphasizing the Online Chat name field." msgstr "" -#: ../../content/applications/websites/livechat.rst:247 +#: ../../content/applications/websites/livechat.rst:246 msgid "Join or leave a channel" msgstr "" -#: ../../content/applications/websites/livechat.rst:249 +#: ../../content/applications/websites/livechat.rst:248 msgid "" "To join a live chat channel, go to the :menuselection:`Live Chat` app and " "click the :guilabel:`JOIN` button on the kanban card for the appropriate " "channel." msgstr "" -#: ../../content/applications/websites/livechat.rst:252 +#: ../../content/applications/websites/livechat.rst:251 msgid "" "Any channel where the user is currently active will show a :guilabel:`LEAVE`" " button. Click this button to disconnect from the channel." @@ -4270,18 +4541,18 @@ msgid "" "View of a channel form and the option to join a channel for Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat.rst:260 +#: ../../content/applications/websites/livechat.rst:259 msgid "" "*Operators* that do not show any activity in Odoo for more than thirty " "minutes will be considered disconnected, and subsequently removed from the " "channel." msgstr "" -#: ../../content/applications/websites/livechat.rst:264 +#: ../../content/applications/websites/livechat.rst:263 msgid "Manage live chat requests" msgstr "" -#: ../../content/applications/websites/livechat.rst:266 +#: ../../content/applications/websites/livechat.rst:265 msgid "" "When an operator is active in a channel, chat windows will open in the " "bottom right corner of the screen, no matter where they are in the database." @@ -4289,7 +4560,7 @@ msgid "" "location." msgstr "" -#: ../../content/applications/websites/livechat.rst:271 +#: ../../content/applications/websites/livechat.rst:270 msgid "" "Conversations can also be accessed by clicking the :guilabel:`Conversations`" " icon in the menu bar." @@ -4299,7 +4570,7 @@ msgstr "" msgid "View of the menu bar in Odoo emphasizing the conversations icon." msgstr "" -#: ../../content/applications/websites/livechat.rst:278 +#: ../../content/applications/websites/livechat.rst:277 msgid "" "Live chat conversations can also be viewed by navigating to " ":menuselection:`Dashboard --> Discuss`. New conversations will appear in " @@ -4312,20 +4583,20 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/websites/livechat.rst:285 +#: ../../content/applications/websites/livechat.rst:284 msgid "" "Click on a conversation in the left panel to select it. This will open the " "conversation. From this view, an operator can participate in the chat the " "same as they would in the normal chat window." msgstr "" -#: ../../content/applications/websites/livechat.rst:289 +#: ../../content/applications/websites/livechat.rst:288 msgid "" ":doc:`Get Started with Discuss " "`" msgstr "" -#: ../../content/applications/websites/livechat.rst:290 +#: ../../content/applications/websites/livechat.rst:289 msgid ":doc:`/applications/websites/livechat/responses`" msgstr "" @@ -5361,6 +5632,123 @@ msgid "" "beautiful websites that convert visitors into leads or revenues." msgstr "探索最好的 **源网站建设** ，学习如何创建美丽的网站，将访问者转化为潜在客户或收入。" +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:3 +msgid "Address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:5 +msgid "" +"You can use the Google Places API on your website to ensure that your users'" +" delivery addresses exist and are understood by the carrier. The Google " +"Places API allows developers to access detailed information about places " +"using HTTP requests. The autocompletion predicts a list of places when the " +"user starts typing the address." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Address autocomplete example" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:13 +msgid "" +"`Google Maps Platform `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:14 +msgid "" +"`Google Developers Documentation: Google Places API " +"`_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:18 +msgid "" +"To do so, go to :menuselection:`Website --> Configuration --> Settings` and " +"enable :guilabel:`Address Autocomplete` in the :guilabel:`SEO` section." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Enable address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:24 +msgid "" +"Insert your :guilabel:`Google Places API key` in the :guilabel:`API Key` " +"field. If you don't have one, create yours on the `Google Cloud Console " +"`_ and follow these steps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:28 +msgid "Step 1: Enable the Google Places API" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:30 +msgid "**Create a New Project:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:32 +msgid "" +"To enable the **Google Places API**, you first need to create a project. To " +"do so, click :guilabel:`Select a project` in the top left corner, " +":guilabel:`New Project`, and follow the prompts to set up your project." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:34 +msgid "**Enable the Google Places API:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:36 +msgid "" +"Go to the :guilabel:`Enabled APIs & Services` and click :guilabel:`+ ENABLE " +"APIS AND SERVICES.` Search for :guilabel:`\"Places API\"` and select it. " +"Click on the :guilabel:`\"Enable\"` button." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:39 +msgid "" +"Google's pricing depends on the number of requests and their complexity." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:42 +msgid "Step 2: Create API Credentials" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:44 +msgid "" +"Go to `APIs & Services --> Credentials " +"`_." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:46 +msgid "**Create credentials:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:48 +msgid "" +"To create your credentials, go to :guilabel:`Credentials`, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:50 +msgid "Restrict the API Key (Optional)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:52 +msgid "" +"For security purposes, you can restrict the usage of your API key. You can " +"go to the :guilabel:`API restrictions` section to specify which APIs your " +"key can access. For the Google Places API, you can restrict it to only allow" +" requests from specific websites or apps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:57 +msgid "Save Your API Key: Copy your API key and securely store it." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:58 +msgid "Do not share it publicly or expose it in client-side code." +msgstr "" + #: ../../content/applications/websites/website/configuration/cookies_bar.rst:3 msgid "Cookies bar" msgstr "" @@ -5783,101 +6171,6 @@ msgid "" "and select :guilabel:`Group by --> Website`." msgstr "" -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:3 -msgid "Geo IP Installation (On-Premises Database)" -msgstr "地理IP安装（内部数据库）" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:6 -msgid "Installation" -msgstr "安装" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:8 -msgid "" -"Download both the GeoLite2 City and Country `databases " -"`_. You should end up with " -"two files called :file:`GeoLite2-City.mmdb` and " -":file:`GeoLite2-Country.mmdb`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:12 -msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:19 -msgid "Restart the server" -msgstr "重启服务器" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:22 -msgid "" -"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," -" use the :option:`--geoip-city-db ` and " -":option:`--geoip-country-db ` options of the " -"Odoo command line interface. These options take the absolute path to the " -"GeoIP database file and use it as the GeoIP database. For example:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:33 -msgid ":doc:`CLI documentation `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:36 -msgid "Test GeoIP Geolocation In Odoo Website" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:38 -msgid "" -"Edit a web page to include some geo-ip information such as the country name " -"of the current request IP address. To do so:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:41 -msgid "Go to your website. Open the web page that you want to test ``GeoIP``." -msgstr "转到你的网站。打开要测试“GeoIP”的网页。" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:42 -msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." -msgstr "选择 :menuselection:`自定义 --> HTML/CSS/JS编辑器`。" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:43 -msgid "Add the following piece of XML in the page :" -msgstr "在页面添加以下XML：" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:49 -msgid "Save and refresh the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:51 -msgid "" -"Geo-ip is working if you read your country name displayed in bold in the " -"middle of the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:53 -msgid "" -"In case you read \"**geoip failure**\" instead then the geolocalization " -"failed. The common causes are:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:55 -msgid "" -"The browsing IP address is the localhost (``127.0.0.1``) or a local area " -"network one. If you don't know, you can access your website using mobile " -"data." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:57 -msgid "" -"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " -"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:59 -msgid "" -"The GeoIP database is corrupt, missing or unaccessible. In such case a " -"warning was logged in the server logs." -msgstr "" - #: ../../content/applications/websites/website/configuration/spam_protection.rst:3 msgid "Forms spam protection" msgstr "" diff --git a/locale/zh_TW/LC_MESSAGES/finance.po b/locale/zh_TW/LC_MESSAGES/finance.po index 9de619b53..9fbfd8e7e 100644 --- a/locale/zh_TW/LC_MESSAGES/finance.po +++ b/locale/zh_TW/LC_MESSAGES/finance.po @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Tony Ng, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" @@ -172,7 +172,9 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:77 #: ../../content/applications/finance/accounting/reporting.rst:5 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "Reporting" msgstr "報告" @@ -184,7 +186,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:133 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -366,34 +368,34 @@ msgid "" "on the balance sheet report." msgstr "" -#: ../../content/applications/finance/accounting.rst:225 +#: ../../content/applications/finance/accounting.rst:227 msgid "Fiduciaries" msgstr "" -#: ../../content/applications/finance/accounting.rst:227 +#: ../../content/applications/finance/accounting.rst:229 msgid "" "The :guilabel:`Accounting Firms` mode can be activated by going to " ":menuselection:`Accounting --> Configuration --> Settings --> Accounting " "Firms mode`. When enabled:" msgstr "" -#: ../../content/applications/finance/accounting.rst:230 +#: ../../content/applications/finance/accounting.rst:232 msgid "The document's sequence becomes editable on all documents;" msgstr "" -#: ../../content/applications/finance/accounting.rst:231 +#: ../../content/applications/finance/accounting.rst:233 msgid "" "The :guilabel:`Total (tax incl.)` field appears to speed up and control the " "encoding by automating line creation with the right account and tax;" msgstr "" -#: ../../content/applications/finance/accounting.rst:233 +#: ../../content/applications/finance/accounting.rst:235 msgid "" ":guilabel:`Invoice Date` and :guilabel:`Bill Date` are pre-filled when " "encoding a transaction." msgstr "" -#: ../../content/applications/finance/accounting.rst:234 +#: ../../content/applications/finance/accounting.rst:236 msgid "" "A :guilabel:`Quick encoding` option is available for customer invoices and " "vendor bills." @@ -534,8 +536,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:63 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -546,28 +548,33 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:45 #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:10 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 #: ../../content/applications/finance/accounting/reporting/silverfin.rst:11 -#: ../../content/applications/finance/accounting/taxes.rst:53 +#: ../../content/applications/finance/accounting/taxes.rst:51 #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -#: ../../content/applications/finance/accounting/taxes/retention.rst:23 +#: ../../content/applications/finance/accounting/taxes/retention.rst:11 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 #: ../../content/applications/finance/documents.rst:16 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:878 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 @@ -964,9 +971,9 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:110 msgid "" -"This disconnection can be caused by the Odoo support. In this case, please " -"contact the `support `_ directly with your client" -" id or the reference of the error listed in the chatter." +"If you are unable to reconnect using the :guilabel:`Reconnect` button, " +"please contact the `support `_ directly with your" +" client id or the reference of the error listed in the chatter." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:117 @@ -1818,7 +1825,7 @@ msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:3 -#: ../../content/applications/finance/accounting/payments/batch.rst:55 +#: ../../content/applications/finance/accounting/payments/batch.rst:52 msgid "Bank reconciliation" msgstr "" @@ -2596,10 +2603,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:52 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:69 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:119 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:139 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 msgid "**Account**" msgstr "" @@ -2615,10 +2620,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:53 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:120 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:140 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2627,10 +2630,8 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:107 #: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:54 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:71 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:121 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:141 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 @@ -2666,8 +2667,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:167 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:73 @@ -2685,6 +2686,12 @@ msgstr "15" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -2700,7 +2707,7 @@ msgstr "銷售" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:127 +#: ../../content/applications/finance/accounting/taxes.rst:112 msgid "100" msgstr "100" @@ -2875,7 +2882,7 @@ msgid ":doc:`payment_terms`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:22 -#: ../../content/applications/finance/accounting/payments/batch.rst:71 +#: ../../content/applications/finance/accounting/payments/batch.rst:67 msgid ":doc:`../payments`" msgstr "" @@ -3474,350 +3481,407 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:5 msgid "" -"**Deferred revenues**, or **unearned revenue**, are payments made in advance" -" by customers for products yet to deliver or services yet to render." +"**Deferred revenues**, or **unearned revenues**, are invoices addressed to " +"customers for goods yet to be delivered or services yet to be rendered." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:8 msgid "" -"Such payments are a **liability** for the company that receives them since " -"it still owes its customers these products or services. The company cannot " -"report them on the current **Profit and Loss statement**, or *Income " -"Statement*, since the payments will be effectively earned in the future." +"The company cannot report them on the current **profit and loss statement**," +" or *income statement*, since the goods and services will be effectively " +"delivered/rendered in the future." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:12 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:11 msgid "" -"These future revenues must be deferred on the company's balance sheet until " -"the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"These future revenues must be deferred on the company's balance sheet among " +"the current liabilities until they can be **recognized**, at once or over a " +"defined period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:15 msgid "" -"For example, let's say we sell a five-year extended warranty for $ 350. We " -"already receive the money now but haven't earned it yet. Therefore, we post " -"this new income in a deferred revenue account and decide to recognize it on " -"a yearly basis. Each year, for the next 5 years, $ 70 will be recognized as " -"revenue." +"For example, let's say a business sells a software license of $1200 for 1 " +"year. They immediately invoice it to the customer but can't consider it " +"earned yet, as the future months of licensing have not yet been delivered. " +"Therefore, they post this new revenue in a deferred revenue account and " +"recognize it on a monthly basis. Each month, for the next 12 months, $100 " +"will be recognized as revenue." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:20 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:21 msgid "" "Odoo Accounting handles deferred revenues by spreading them in multiple " -"entries that are automatically created in *draft mode* and then posted " -"periodically." +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:24 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:25 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:25 msgid "" "The server checks once a day if an entry must be posted. It might then take " -"up to 24 hours before you see a change from *draft* to *posted*." +"up to 24 hours before you see a change from :guilabel:`Draft` to " +":guilabel:`Posted`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:28 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -msgid "Prerequisites" -msgstr "先修課程" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:30 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 msgid "" -"Such transactions must be posted on a **Deferred Revenue Account** rather " -"than on the default income account." +"Make sure the default settings are correctly configured for your business. " +"To do so, go to :menuselection:`Accounting --> Configuration --> Settings`. " +"The following options are available:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:34 -msgid "Configure a Deferred Revenue Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:34 +msgid "Journal" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:35 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 +msgid "The deferral entries are posted in this journal." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:36 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:36 +msgid "Deferred Expense Account" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:37 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:37 msgid "" -"To configure your account in the **Chart of Accounts**, go to " -":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " -"on *Create*, and fill out the form." +"Expenses are deferred on this Current Asset account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Configuration of a Deferred Revenue Account in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:38 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:38 +msgid "Deferred Revenue Account" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:39 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:39 msgid "" -"This account's type must be either *Current Liabilities* or *Non-current " -"Liabilities*" +"Revenues are deferred on this Current Liability account until they are " +"recognized." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:47 -msgid "Post an income to the right account" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:43 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:43 +msgid "Generate Entries" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:50 -msgid "Select the account on a draft invoice" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:41 msgid "" -"On a draft invoice, select the right account for all the products of which " -"the incomes must be deferred." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries " +"when you post a customer invoice. However, you can also choose to " +":ref:`generate them manually `" +" by selecting the :guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 +msgid "Amount Computation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:46 msgid "" -"Selection of a Deferred Revenue Account on a draft invoice in Odoo " -"Accounting" +"Suppose an invoice of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation accounts for $100 each month, while " +"the :guilabel:`Based on days` computation accounts for different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +msgid "Generate deferral entries on validation" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Invoice" +" Date`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:60 -msgid "Choose a different Income Account for specific products" +msgid "" +"For each line of the invoice that should be deferred, specify the start and " +"end dates of the deferral period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:62 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:63 msgid "" -"Start editing the product, go to the *Accounting* tab, select the right " -"**Income Account**, and save." +"If the :guilabel:`Generate Entries` field in the **Settings** is set to " +":guilabel:`On invoice/bill validation`, Odoo automatically generates the " +"deferral entries when the invoice is validated. Click the " +":guilabel:`Deferred Entries` smart button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:67 +msgid "" +"One entry, dated on the same day as the invoice, moves the invoice amounts " +"from the income account to the deferred account. The other entries are " +"deferral entries which, month after month, move the invoice amounts from the" +" deferred account to the income account to recognize the revenue." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:72 +msgid "" +"You can defer a January invoice of $1200 over 12 months by specifying a " +"start date of 01/01/2023 and an end date of 12/31/2023. At the end of " +"August, $800 is recognized as an income, whereas $400 remains on the " +"deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:79 +msgid "" +"The deferred revenue report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Revenue`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:82 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:82 +msgid "" +"To view the journal items of each account, click on the account name and " +"then :guilabel:`Journal Items`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Change of the Income Account for a product in Odoo" +msgid "Deferred revenue report" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:70 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:89 msgid "" -"It is possible to automate the creation of revenue entries for these " -"products (see: `Automate the Deferred Revenues`_)." +"Only invoices whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:74 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:75 -msgid "Change the account of a posted journal item" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:95 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:95 +msgid "Generate grouped deferral entries manually" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, select the journal item you want to modify, click on" -" the account, and select the right one." +"If you have a lot of deferred revenues and wish to reduce the number of " +"journal entries created, you can generate deferral entries manually. To do " +"so, set the :guilabel:`Generate Entries` field in the **Settings** to " +":guilabel:`Manually & Grouped`. Odoo then aggregates the deferred amounts in" +" a single entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Modification of a posted journal item's account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:85 -msgid "Deferred Revenues entries" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:88 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 -msgid "Create a new entry" -msgstr "建立新記項" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:102 msgid "" -"A **Deferred Revenues entry** automatically generates all journal entries in" -" *draft mode*. They are then posted one by one at the right time until the " -"full amount of the income is recognized." +"At the end of each month, go to :menuselection:`Accounting --> Reporting -->" +" Deferred Revenue` and click the :guilabel:`Generate Entries` button. This " +"generates two deferral entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:105 msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`, click on *Create*, and fill out the form." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that a part of the deferred " +"revenue is recognized at the end of that period." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:108 msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Sales** tab." +"The reversal of this created entry, dated on the following day (i.e., the " +"first day of the next month) to cancel the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue entry in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:112 +msgid "There are two invoices:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:104 -msgid "" -"Once done, you can click on *Compute Revenue* (next to the *Confirm* button)" -" to generate all the values of the **Revenue Board**. This board shows you " -"all the entries that Odoo will post to recognize your revenue, and at which " -"date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Revenue Board in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:113 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:114 -msgid "What does \"Prorata Temporis\" mean?" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:114 +msgid "Invoice A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:115 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your revenue the " -"most accurately possible." +msgid "Invoice B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "In January" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:119 msgid "" -"With this feature, the first entry on the Revenue Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"At the end of January, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:121 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +msgid "Entry 1 dated on the 31st January:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:123 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:156 msgid "" -"For example, the Revenue Board above has its first revenue with an amount of" -" $ 4.22 rather than $ 70.00. Consequently, the last entry is also lower and " -"has an amount of $ 65.78." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" invoices)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:124 +msgid "" +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:125 -msgid "Deferred Entry from the Sales Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 msgid "" -"You can create a deferred entry from a specific journal item in your **Sales" -" Journal**." +"Line 3: Deferred account 1800 - 150 = **1650** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:129 +msgid "Entry 2 dated on the 1st February, the reversal of the previous entry:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:131 +msgid "Line 1: Expense account **1800**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:132 +msgid "Line 2: Deferred account **-150**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:132 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:133 +msgid "Line 3: Expense account **-1650**" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "In February" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:135 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:136 msgid "" -"To do so, open your Sales Journal by going to :menuselection:`Accounting -->" -" Accounting --> Sales`, and select the journal item you want to defer. Make " -"sure that it is posted in the right account (see: `Change the account of a " -"posted journal item`_)." +"At the end of February, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:134 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:134 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:139 +msgid "Entry 1 dated on the 28th February:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:141 msgid "" -"Then, click on *Action*, select **Create Deferred Entry**, and fill out the " -"form the same way you would do to `create a new entry`_." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Create Deferred Entry from a journal item in Odoo Accounting" +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of invoice A " +"and invoice B)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:142 -msgid "Deferred Revenue Models" -msgstr "Deferred Revenue Models" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:144 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:143 msgid "" -"You can create **Deferred Revenue Models** to create your Deferred Revenue " -"entries faster." +"Line 3: Deferred account 1800 - 300 = **1500** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:146 -msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Revenue Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:145 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +msgid "Entry 2 dated on the 1st March, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:150 -msgid "" -"You can also convert a *confirmed Deferred Revenue entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Revenues` and then, by clicking on the button *Save Model*." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "From March to October" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:155 -msgid "Apply a Deferred Revenue Model to a new entry" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:149 +msgid "The same computation is done for each month until October." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "In November" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:151 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:152 +msgid "" +"At the end of November, after clicking the :guilabel:`Generate Entries` " +"button, there are the following entries:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:154 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 +msgid "Entry 1 dated on the 30th November:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:157 msgid "" -"When you create a new Deferred Revenue entry, fill out the **Deferred " -"Revenue Account** with the right recognition account." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of invoice " +"A and invoice B)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:160 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:159 msgid "" -"New buttons with all the models linked to that account appear at the top of " -"the form. Clicking on a model button fills out the form according to that " -"model." +"Line 3: Deferred account 1800 - 1650 = **150** (amount that has yet to be " +"deferred later on)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Deferred Revenue model button in Odoo Accounting" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:162 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:162 +msgid "Entry 2 dated on the 1st December, the reversal of the previous entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:170 -msgid "Automate the Deferred Revenues" +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:166 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:166 +msgid "In December" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:165 msgid "" -"When you create or edit an account of which the type is either *Current " -"Liabilities* or *Non-current Liabilities*, you can configure it to defer the" -" revenues that are credited on it automatically." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we have an amount of 0 to be deferred." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 -msgid "You have three choices for the **Automate Deferred Revenue** field:" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 +msgid "In total" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:177 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:177 -msgid "**No:** this is the default value. Nothing happens." +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:169 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:169 +msgid "If we aggregate everything, we would have:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:178 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:171 +msgid "invoice A and invoice B" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:172 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Revenues entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Revenues`." +"two entries (one for the deferral and one for the reversal) for each month " +"from January to November" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:181 +#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:175 msgid "" -"**Create and validate:** you must also select a Deferred Revenue Model (see:" -" `Deferred Revenue Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Revenues entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst-1 -msgid "Automate Deferred Revenue on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:190 -msgid "" -"You can, for example, select this account as the default **Income Account** " -"of a product to fully automate its sale. (see: `Choose a different Income " -"Account for specific products`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:194 -#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:195 -msgid ":doc:`../get_started/chart_of_accounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:195 -msgid "" -"`Odoo Academy: Deferred Revenues (Recognition) " -"`_" +"Therefore, at the end of December, invoices A and B are fully recognized as " +"income only once in spite of all the created entries thanks to the reversal " +"mechanism." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:3 @@ -3974,7 +4038,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -4046,48 +4110,112 @@ msgid "" "documents and information between enterprises and governmental authorities. " "It is primarily used for electronic invoicing, and its access points " "(connectors to the Peppol network) allow enterprises to exchange electronic " -"documents. Odoo is now an **access point** enabling electronic invoicing " -"transactions without the need to send invoices and bills by email or post." +"documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:111 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "" -"First, :ref:`install ` the :guilabel:`Peppol` module " -"(`account_peppol`)." +"Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`," +" enabling electronic invoicing transactions without the need to send " +"invoices and bills by email or post." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 +msgid "" +"If not done yet, :ref:`install ` the :guilabel:`Peppol` " +"module (`account_peppol`)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "Peppol registration is **free** and available in Odoo Community" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:113 +msgid "" +"You can send **Customer Invoices** and **Credit Notes** and receive **Vendor" +" Bills** and **Refunds** via Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:115 +msgid "" +"You can send in one of the following supported document formats: **BIS " +"Billing 3.0, XRechnung CIUS, NLCIUS**." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"The following **countries** are eligible for **Peppol registration in " +"Odoo**:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "" +"Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, " +"Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, " +"Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland," +" Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, " +"North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, " +"Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican " +"City State)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:127 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do " +"not have the Peppol module installed, first tick the :guilabel:`Enable " +"PEPPOL` checkbox and then **manually save**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 -msgid "Peppol module install" +msgid "Peppol module installation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:116 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "Fill in the following information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 msgid "" -"Then, go to :menuselection:`Accounting --> Configuration --> Settings`, tick" -" the :guilabel:`Use PEPPOL Invoicing`, and fill in the following " -"information:" +":guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and " +"usually depends on your company's country. Odoo often prefills this with the" +" most commonly used EAS code in your country. For example, the preferred EAS" +" code for most companies in Belgium is 0208." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:139 msgid "" -"`PEPPOL EAS `_" +":guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a " +"VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid ":guilabel:`Peppol Endpoint`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "" ":guilabel:`Phone Number`, including the country code (e.g., `+32` in " "Belgium)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid ":guilabel:`Primary contact email`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +msgid "" +"`Peppol EAS - European Commision `_" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 +msgid "" +"`Peppol Endpoint - OpenPeppol eDEC Code Lists " +"`_ (open the \"Participant " +"Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "" "If you are migrating from another access point, insert the " ":guilabel:`Migration key` from the previous provider." @@ -4097,26 +4225,214 @@ msgstr "" msgid "Configuration for peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 -msgid "Finally, click on :guilabel:`Validate registration`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 +msgid "" +"Finally, click :guilabel:`Validate registration`. If you want to explore or " +"demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise," +" select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:132 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol demo mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +msgid "" +"When testing Peppol, the system parameter `account_peppol.edi.mode` can be " +"changed to `test`. Then, a radio button appears with the option to register " +"on the test server." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode parameter" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 +msgid "Peppol test mode selection" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:170 +msgid "" +"Now, you can request a verification code to be sent to you by clicking " +":guilabel:`Verify phone number`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "phone validation request verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "" "A text message containing a code is sent to the phone number provided to " -"finalize the registration process." +"finalize the verification process." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 msgid "" -"All invoices and vendor bills are now sent directly using the Peppol " +"Once you enter the code and click :guilabel:`Confirm`, you can see that your" +" registration is pending activation. From this point onwards, the default " +"journal for receiving Vendor Bills can be set." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "pending application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:188 +msgid "It should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:191 +msgid "" +"It is also possible to manually trigger the cron that checks the " +"registration status by going to :menuselection:`Settings --> Technical --> " +"Scheduled Actions --> PEPPOL\\: update participant status`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:195 +msgid "" +"Your application status should be updated soon after you are registered on " +"the Peppol network." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "active application" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "" +"All invoices and vendor bills can now be sent directly using the Peppol " "network." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "Contact verification" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "" +"Before sending an invoice to a contact using the Peppol network, it is " +"necessary to verify that they are also registered as a Peppol participant." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "" +"To do so, go to :menuselection:`Accounting --> Customers --> Customers` and " +"open the customer's form. Then go to :menuselection:`Accounting tab --> " +"Electronic Invoicing`, select the correct format, and make sure their " +":guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. " +"Then, click :guilabel:`Verify`. If the contact exists on the network, their " +"Peppol endpoint validity is set to Valid." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "verify contact registration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "" +"While Odoo prefills both the EAS code and the Endpoint number based on the " +"information available for a contact, it is better to confirm these details " +"directly with the contact." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 +msgid "" +"It is possible to verify the Peppol participant status of several customers " +"at once. To do so, go to :menuselection:`Accounting --> Customers --> " +"Customers` and switch to the list view. Select the customers you want to " +"verify and then click :menuselection:`Actions --> Verify Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:226 +msgid "Send invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:228 +msgid "" +"Once ready to send an invoice via the Peppol network, simply click " +":guilabel:`Send & Print` on the invoice form. To queue multiple invoices, " +"select them in the list view and click :menuselection:`Actions --> Send & " +"Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing " +"3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Send peppol invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +msgid "" +"Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol " +"Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access " +"the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the " +"corresponding sales journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Filter Peppol ready invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid "" +"Once the invoices are sent via Peppol, the status is changed to " +":guilabel:`Processing`. The status is changed to `Done` after they have been" +" successfully delivered to the contact's Access Point." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Peppol message status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid "" +"By default, the Peppol status column is hidden on the Invoices list view. " +"You can choose to have it displayed by selecting it from the optional " +"columns, accessible from the top right corner of the Invoices list view." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid "" +"A cron runs regularly to check the status of these invoices. It is possible " +"to check the status before the cron runs by clicking :guilabel:`Fetch Peppol" +" invoice status` in the corresponding sales journal on the Accounting " +"dashboard." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch invoice Peppol status" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:263 +msgid "Receive vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +msgid "" +"Once a day, a cron checks whether any new documents have been sent to you " +"via the Peppol network. These documents are imported, and the corresponding " +"vendor bills are created automatically as drafts." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "peppol receive bills" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:272 +msgid "" +"If you want to retrieve incoming Peppol documents before the cron runs, you " +"can do so from the Accounting dashboard on the main Peppol purchase journal " +"that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst-1 +msgid "Fetch bills from Peppol" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" msgstr "" @@ -4296,22 +4612,48 @@ msgstr "" msgid ":doc:`../reporting/intrastat`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:33 -msgid "Define an Incoterm" +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:29 +msgid ":doc:`../customer_invoices`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:30 +msgid ":doc:`../vendor_bills`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:35 +msgid "Define an Incoterm" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:37 msgid "" "To define an Incoterm manually, create an invoice or bill, click the " ":guilabel:`Other Info` tab, and select the :guilabel:`Incoterm`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:41 -msgid "Default Incoterm configuration" +msgid "Incoterm location" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:43 msgid "" +"A location relevant to the chosen Incoterm can be added to the invoice or " +"bill under :guilabel:`Other Info` in the :guilabel:`Incoterm Location` " +"field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:47 +msgid "" +"If the chosen Incoterm code is `CIF` (Cost, Insurance, Freight), the " +"associated location might be the destination port where the goods will be " +"delivered." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:53 +msgid "Default Incoterm configuration" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/incoterms.rst:55 +msgid "" "You can set a default Incoterm rule to **automatically** populate the " "Incoterm field on all newly created invoices and bills. Under " ":menuselection:`Accounting/Invoicing --> Configuration --> Settings`, scroll" @@ -5274,6 +5616,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:99 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 msgid "Chart of Accounts" msgstr "項目表" @@ -6371,7 +6714,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:146 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:241 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1011 @@ -6484,11 +6827,12 @@ msgstr "賬戶類型" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:27 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 msgid "Balance Sheet" msgstr "資產負債表" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "Assets" msgstr "資產" @@ -6593,70 +6937,64 @@ msgstr "其他" msgid "Off-Balance Sheet" msgstr "資產負債表外" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 -msgid "Assets, deferred expenses, and deferred revenues automation" -msgstr "" - #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:98 msgid "" -"Some **account types** can **automate** the creation of :ref:`assets " -"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`View` on an " "account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:102 msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " "account, a draft entry is created but not validated. You must first fill out" " the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:108 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 msgid "" ":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " "Expense Model`. Whenever a transaction is posted on the account, an entry is" " created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 msgid "" "In the :guilabel:`View` menu of an account, select a **default tax** to be " "applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:117 #: ../../content/applications/finance/documents.rst:52 -#: ../../content/applications/finance/sign.rst:227 +#: ../../content/applications/finance/sign.rst:236 msgid "Tags" msgstr "標籤" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." " To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and " "select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:124 msgid "Account groups" msgstr "賬戶組別" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:127 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " @@ -6666,17 +7004,17 @@ msgid "" ":guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:133 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:136 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:139 msgid "" "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account " @@ -6690,7 +7028,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:148 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:147 msgid "" "To display your **Trial Balance** report with your account groups, go to " ":menuselection:`Accounting --> Reporting --> Trial Balance`, then open the " @@ -6701,17 +7039,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:155 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:158 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:160 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -6719,7 +7057,7 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " "settings, and :guilabel:`Save`; or enable the button from the chart of " @@ -6730,11 +7068,11 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "Deprecated" msgstr "已棄用" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 msgid "" "It is not possible to delete an account once a transaction has been recorded" " on it. You can make them unusable by using the **Deprecated** feature: " @@ -6742,29 +7080,29 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7299,7 +7637,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:252 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 #: ../../content/applications/finance/fiscal_localizations/peru.rst:299 @@ -7526,22 +7864,23 @@ msgstr "付款" #: ../../content/applications/finance/accounting/payments.rst:7 msgid "" -"In Odoo, payments can either be linked automatically to an invoice or bill " -"or be stand-alone records for use at a later date." +"In Odoo, payments can either be automatically linked to an invoice or bill " +"or be stand-alone records for use at a later date:" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 msgid "" -"If a payment is **linked to an invoice or bill**, it reduces the amount due " -"of the invoice. You can have multiple payments related to the same invoice." +"If a payment is **linked to an invoice or bill**, it reduces/settles the " +"amount due of the invoice. You can have multiple payments related to the " +"same invoice." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 msgid "" "If a payment is **not linked to an invoice or bill**, the customer has an " "outstanding credit with your company, or your company has an outstanding " -"debit with a vendor. You can use those outstanding amounts to reduce unpaid " -"invoices/bills." +"debit with a vendor. You can use those outstanding amounts to reduce/settle " +"unpaid invoices/bills." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 @@ -7549,9 +7888,6 @@ msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/payments.rst:54 -#: ../../content/applications/finance/accounting/payments.rst:78 -#: ../../content/applications/finance/accounting/payments.rst:131 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -7567,174 +7903,195 @@ msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 msgid "" -"When clicking on :guilabel:`Register payment` in a customer invoice or " -"vendor bill, it generates a new journal entry and changes the amount due " -"according to the amount of the payment. The counterpart is reflected in an " -"outstanding receipts or payments account. At this point, the customer " -"invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the " -"outstanding account is reconciled with a bank statement line, the invoice or" -" vendor bill changes to the :guilabel:`Paid` status." +"When clicking :guilabel:`Register payment` in a customer invoice or vendor " +"bill, it generates a new journal entry and changes the amount due according " +"to the payment amount. The counterpart is reflected in an :ref:`outstanding " +"` **receipts** or **payments** account. At this " +"point, the customer invoice or vendor bill is marked as :guilabel:`In " +"payment`. Then, when the outstanding account is reconciled with a bank " +"statement line, the invoice or vendor bill changes to the :guilabel:`Paid` " +"status." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:32 +#: ../../content/applications/finance/accounting/payments.rst:33 msgid "" "The information icon near the payment line displays more information about " "the payment. You can access additional information, such as the related " -"journal, by clicking on :guilabel:`View`." +"journal, by clicking :guilabel:`View`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See detailed information of a payment" +msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:39 +#: ../../content/applications/finance/accounting/payments.rst:40 msgid "" -"The customer invoice or vendor bill should be in the status " -":guilabel:`Posted` to register the payment." +"The customer invoice or vendor bill must be in the :guilabel:`Posted` status" +" to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:41 +#: ../../content/applications/finance/accounting/payments.rst:42 msgid "" -"When clicking on :guilabel:`Register payment`, you can select the amount to " -"pay and make a partial or full payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:43 -msgid "" -"If your main bank account is set as :ref:`outstanding account " -"`, and the payment is made in Odoo (not related " -"to a bank statement), invoices and bills are directly registered in the " -"status :guilabel:`Paid`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "" -"If you unreconciled a payment, it still appears in your books but is no " +"If you unreconcile a payment, it still appears in your books but is no " "longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 +#: ../../content/applications/finance/accounting/payments.rst:44 msgid "" "If you (un)reconcile a payment in a different currency, a journal entry is " "automatically created to post the currency exchange gains/losses (reversal) " "amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:50 +#: ../../content/applications/finance/accounting/payments.rst:46 msgid "" "If you (un)reconcile a payment and an invoice having cash basis taxes, a " "journal entry is automatically created to post the cash basis tax (reversal)" " amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:50 +msgid "" +"If your main bank account is set as an :ref:`outstanding account " +"`, and the payment is registered in Odoo (not " +"through a related bank statement), invoices and bills are directly " +"registered as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:55 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 +#: ../../content/applications/finance/accounting/payments.rst:57 msgid "" -"When a new payment is registered via the menu :menuselection:`Customers / " -"Vendors --> Payments`, it is not directly linked to an invoice or bill. " -"Instead, the account receivable or the account payable are matched with the " -"outstanding account until they are manually matched with their related " +"When a new payment is registered via :menuselection:`Customers / Vendors -->" +" Payments` menu, it is not directly linked to an invoice or bill. Instead, " +"the account receivable or the account payable is matched with the " +"**outstanding account** until it is manually matched with its related " "invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:63 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 +#: ../../content/applications/finance/accounting/payments.rst:65 msgid "" -"A blue banner appears when you validate a new invoice or bill and there is " -"an outstanding payment for this specific customer or vendor. It can easily " -"be matched from the invoice or the bill by clicking on :guilabel:`ADD` under" +"A blue banner appears when you validate a new invoice/bill and an " +"**outstanding payment** exists for this specific customer or vendor. It can " +"easily be matched from the invoice or bill by clicking :guilabel:`ADD` under" " :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "Shows the ADD option to reconcile an invoice or a bill with a payment" +msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 +#: ../../content/applications/finance/accounting/payments.rst:72 msgid "" "The invoice or bill is now marked as :guilabel:`In payment` until it is " -"reconciled with the bank statement." +"reconciled with its corresponding bank statement." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:83 +#: ../../content/applications/finance/accounting/payments.rst:78 msgid "Batch payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:85 +#: ../../content/applications/finance/accounting/payments.rst:80 msgid "" "Batch payments allow you to group different payments to ease " ":doc:`reconciliation `. They are also useful when you " -"deposit checks to the bank or for SEPA Payments. To do so, go to " -":menuselection:`Accounting --> Customers --> Batch Payments` or " -":menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view" -" of payments, you can select several payments and group them in a batch by " -"clicking on :menuselection:`Action --> Create Batch Payment`." +"deposit :doc:`checks ` to the bank or for :doc:`SEPA " +"payments `. To do so, go to :menuselection:`Accounting " +"--> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors " +"--> Batch Payments`. In the list view of payments, you can select and group " +"several payments in a batch by clicking :menuselection:`Action --> Create " +"Batch Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:93 +#: ../../content/applications/finance/accounting/payments.rst:88 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:94 +#: ../../content/applications/finance/accounting/payments.rst:89 msgid ":doc:`payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:94 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 +#: ../../content/applications/finance/accounting/payments.rst:96 msgid "" "The :guilabel:`Payments matching` tool opens all unreconciled customer " -"invoices or vendor bills and gives you the opportunity to process them all " -"one by one, doing the matching of all their payments and invoices at once. " -"You can reach this tool from the :menuselection:`Accounting Dashboard --> " -"Customer Invoices / Vendor Bills`, and click on :guilabel:`⋮` and select " -":guilabel:`Payments Matching`, or by going to :menuselection:`Accounting -->" -" Reconciliation`." +"invoices or vendor bills and allows you to process them individually, " +"matching all payments and invoices in one place. You can reach this tool " +"from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor" +" Bills`, click the drop-down menu button (:guilabel:`⋮`), and select " +":guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> " +"Accounting --> Reconciliation`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Payments matching menu in the drop-down menu." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 msgid "" "During the :doc:`reconciliation `, if the sum of the " "debits and credits does not match, there is a remaining balance. This either" " needs to be reconciled at a later date or needs to be written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 +#: ../../content/applications/finance/accounting/payments.rst:113 msgid "" -"To reconcile several outstanding payments or invoices at once, for a " -"specific customer or vendor, the batch reconciliation feature can be used. " -"Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged " -"Payable`. You now see all transactions that have not been reconciled yet, " -"and when you select a customer or vendor, the :guilabel:`Reconcile` option " -"is displayed." +"You can use the **batch reconciliation feature** to reconcile several " +"outstanding payments or invoices simultaneously for a specific customer or " +"vendor. Go to your **Accounting Dashboard** and open your **bank journal**. " +"In the **bank reconciliation** view, select a **transaction**, and click the" +" :guilabel:`Batch Payments` tab. From here, you can reconcile your " +":doc:`batch payments ` with your outstanding payments or " +"invoices." msgstr "" #: ../../content/applications/finance/accounting/payments.rst-1 -msgid "See the reconcile option" +msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:123 +msgid "Registering a partial payment" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:125 +msgid "" +"To register a **partial payment**, click :guilabel:`Register payment` from " +"the related invoice or bill, and enter the amount received or paid. Upon " +"entering the amount, a prompt appears to decide whether to :guilabel:`Keep " +"open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select " +":guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or " +"bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully " +"paid` if you wish to settle the invoice or bill with a difference in the " +"amount." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst-1 +msgid "Partial payment of an invoice or bill." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:136 msgid "Reconciling payments with bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:138 msgid "" "Once a payment has been registered, the status of the invoice or bill is " -":guilabel:`In payment`. The next step is to reconcile it with the related " -"bank statement line to have the transaction finalized and the invoice or " -"bill marked as :guilabel:`Paid`." +":guilabel:`In payment`. The next step is :doc:`reconciling " +"` it with the related bank statement line to have the " +"transaction finalized and the invoice or bill marked as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -7778,11 +8135,11 @@ msgstr "" msgid "Registering a customer payment as part of a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:32 +#: ../../content/applications/finance/accounting/payments/batch.rst:31 msgid "Add payments to a batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:34 +#: ../../content/applications/finance/accounting/payments/batch.rst:33 msgid "" "To add payments to a batch deposit, go to :menuselection:`Accounting --> " "Customers --> Batch Payments`, and click :guilabel:`New`. Next, select the " @@ -7794,7 +8151,7 @@ msgstr "" msgid "Filling out a new inbound batch payment form" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:42 +#: ../../content/applications/finance/accounting/payments/batch.rst:40 msgid "" "Click :guilabel:`Add a line`. In the pop-up window, tick all payments to " "include in the batch deposit, then click :guilabel:`Select`." @@ -7804,17 +8161,17 @@ msgstr "" msgid "Selecting all payments to include in the batch deposit" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:49 +#: ../../content/applications/finance/accounting/payments/batch.rst:46 msgid "Once done, click :guilabel:`Validate` to finalize the batch deposit." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:52 +#: ../../content/applications/finance/accounting/payments/batch.rst:49 msgid "" "Click :guilabel:`Print` to download a PDF file to include with the deposit " "slip." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:57 +#: ../../content/applications/finance/accounting/payments/batch.rst:54 msgid "" "Once the bank transactions are on your database, you can reconcile bank " "statement lines with the batch payment. To do so, go to the " @@ -7827,13 +8184,13 @@ msgstr "" msgid "Reconciling the batch payment with all its transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:67 +#: ../../content/applications/finance/accounting/payments/batch.rst:63 msgid "" "If a specific payment could not be processed by the bank or is missing, " "remove the related payment before reconciling." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch.rst:72 +#: ../../content/applications/finance/accounting/payments/batch.rst:68 msgid ":doc:`batch_sdd`" msgstr "" @@ -8543,253 +8900,91 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 msgid "" -"In Odoo, internal money transfers can be made in a few clicks. You need at " -"least either two bank accounts, two cash journals, or one bank account and " -"one cash journal." +"Internal money transfers can be handled in Odoo. At least two bank accounts " +"are needed to make internal transfers." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:11 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 +msgid ":doc:`How to add an additional bank account <../bank>`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 msgid "" "An internal transfer account is automatically created on your database based" " on your company's localization and depending on your country’s legislation." -" If needed, the default :guilabel:`Internal transfer account` can be " -"modified by going to :menuselection:`Accounting app --> Configuration --> " -"Settings` and then under the :guilabel:`Default Accounts` section." +" To modify the default :guilabel:`Internal transfer account`, go to " +":menuselection:`Accounting --> Configuration --> Settings` and scroll down " +"to the :guilabel:`Default Accounts` section." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:17 -msgid "" -"At least two bank accounts are needed to make internal transfers. Refer to " -":doc:`Bank and cash accounts section <../bank>` to see how to add an " -"additional bank account to your database." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 msgid "Register an internal transfer from one bank to another" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:24 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 msgid "" -"Let's say you have two bank accounts registered on your database and you " -"want to transfer 1,000 USD from Bank A to Bank B." +"If you want to transfer money from one bank to another, access the " +"Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) " +"on the bank from which you want to make the transfer, then click " +":guilabel:`Payments`. Select or create a payment, tick the " +":guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination " +"Journal` before you :guilabel:`Confirm` the internal transfer." msgstr "" #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "Log an internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:30 msgid "" -"From the Accounting Dashboard, click on the drop-down selection button " -"(:guilabel:`⋮`) on one of your banks. In the :guilabel:`New` column click on" -" :guilabel:`Internal Transfer` and enter the information related to the " -"transfer." +"The money is now booked in the transfer account and another payment is " +"automatically created in the destination journal." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Fill in the information related to your internal transfer" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -msgid "Fill in the :guilabel:`Memo` field for automatic reconciliation." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -msgid "" -":guilabel:`Save` and :guilabel:`Confirm` to register your internal transfer." -" The money is now booked in the transfer account and another payment is " -"**automatically** created in the destination journal (Bank B)." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 msgid "Bank journal (Bank A)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:55 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:123 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:144 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 msgid "$1,000" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:75 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 msgid "**Internal transfer account**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:77 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:127 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:146 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 msgid "**$1,000**" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:63 -msgid "Automated booking - Bank journal (BANK B)" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 +msgid "Bank journal (Bank B)" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:72 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 msgid "Outstanding Receipts account" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:80 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 msgid "" -"There are one outstanding payment and one outstanding receipt pending in " -"your two bank account journals, because the bank statement confirming the " -"sending and receiving of the money has not been booked yet." +"There is **one outstanding payment** and **one outstanding receipt** pending" +" in your two bank account journals because the bank statement confirming the" +" sending and receiving of the money has not been booked yet." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Outstanding Payments/Receipts pending bank statement booking" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:91 -msgid "Manage and reconcile bank statements" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:93 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 msgid "" -"The next step is to book the bank statements to finalize the transaction by " -"creating, :doc:`importing <../bank/transactions>`, or :doc:`synchronizing " -"<../bank/bank_synchronization>` your :guilabel:`Transactions lines`. Fill in" -" the :guilabel:`Ending balance` and click on the :guilabel:`Reconcile` " -"button." +"Once this is done, you can book and reconcile your bank statement lines as " +"usual." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Transaction lines to be filled in prior to reconciliation" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:103 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 msgid ":doc:`../bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:105 -msgid "" -"In the next window, choose counterparts for the payment - in this example, " -"the outstanding payment account - then click :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst-1 -msgid "Reconcile your payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:113 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:133 -msgid "Bank journal entry" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:122 -msgid "Outstanding Payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:125 -msgid "Bank Account (BANK A)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:129 -msgid "" -"The same steps must be repeated once you receive the bank statement related " -"to Bank B. Book and reconcile your bank statement lines." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:142 -msgid "Outstanding Receipt" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:145 -msgid "Bank Account (BANK B)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:3 -msgid "Pay several bills at once" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:5 -msgid "" -"Odoo offers the possibility of grouping multiple bills' payments into one, " -"facilitating the reconciliation process." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:9 -#: ../../content/applications/finance/accounting/vendor_bills.rst:13 -msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:10 -msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:13 -msgid "Group payments" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:15 -msgid "" -"To register the payment of multiple bills at once, go to " -":menuselection:`Accounting app --> Vendors --> Bills`. Then, select the " -"bills you wish to register a payment for by **ticking** the boxes next to " -"the bills. When done, either click :guilabel:`Register Payment` or " -":menuselection:`Action --> Register Payment`." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Register payment button." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:25 -msgid "Payments can only be registered for :guilabel:`posted` bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:27 -msgid "" -"When registering the payments, a **pop-up window** appears. From here, you " -"can either create **separate payments** for each bill all at once by " -"clicking :guilabel:`Create Payment`, *or* create one payment by combining " -"**all** bills' payments. To **combine** all payments, tick the " -":guilabel:`Group Payments` box." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:33 -msgid "" -"The :guilabel:`Group Payments` option only appears when selecting two or " -"more bills." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst-1 -msgid "Group payments options when registering a payment." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:39 -msgid "" -"When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, " -"date and memo` are all set automatically, but you can modify them according " -"to your needs." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:43 -msgid "Partial group payments with cash discounts" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:45 -msgid "" -"In case of **partial group payments with cash discounts**, you can follow " -"the steps found on the :doc:`cash discount documentation page " -"`. Make " -"sure to apply the :doc:`payment terms " -"` to the " -"**bills** *instead* of the invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/multiple.rst:53 -msgid "" -":doc:`/applications/finance/accounting/customer_invoices/payment_terms`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 msgid "Online payments" msgstr "" @@ -8976,69 +9171,75 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/pay_checks.rst:15 msgid "" "To activate the checks payment method, go to :menuselection:`Accounting --> " -"Configuration --> Checks`, there you can activate the payment method as well" -" as set up the :guilabel:`Check Layout`. Once activated the " -":guilabel:`Checks` setting, the feature is automatically setup for your " -":guilabel:`Outgoing Payments`." +"Configuration --> Settings`, and scroll down to the :guilabel:`Vendor " +"Payments` section. There, you can activate the payment method as well as set" +" up the :guilabel:`Check Layout`." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:21 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:20 +msgid "" +"Once the :guilabel:`Checks` setting is activated, the **Checks** payment " +"method is automatically set up in the :guilabel:`Outgoing Payments` tabs of " +"**bank** journals." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:22 msgid "" "Some countries require specific modules to print checks; such modules may be" " installed by default. For instance, the :guilabel:`U.S. Checks Layout` " "module is required to print U.S. checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:26 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:27 msgid "Compatible check stationery for printing checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:29 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:30 msgid "United States" msgstr "美國" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:31 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:32 msgid "For the United States, Odoo supports by default the check formats of:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:33 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 msgid "" "**Quickbooks & Quicken**: check on top, stubs in the middle and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:34 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 msgid "**Peachtree**: check in the middle, stubs on top and bottom;" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:35 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:36 msgid "**ADP**: check in the bottom, and stubs on the top." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:38 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:39 msgid "Pay a supplier bill with a check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:40 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:41 msgid "Paying a supplier with a check is done in three steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:42 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 msgid "registering a payment" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:43 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 msgid "printing checks in batch for all registered payments" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:44 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:45 msgid "reconciling bank statements" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:47 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:48 msgid "Register a payment by check" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:49 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:50 msgid "" "To register a payment, open any supplier bill from the menu " ":menuselection:`Purchases --> Vendor Bills`. Once the supplier bill is " @@ -9046,11 +9247,11 @@ msgid "" " :guilabel:`Checks` and validate the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:55 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:56 msgid "Print checks" msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:57 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:58 msgid "" "On your :guilabel:`Accounting Dashboard` in the :guilabel:`Bank` Journal, " "you can see the number of checks registered. By clicking on " @@ -9058,7 +9259,7 @@ msgid "" "reconciled checks." msgstr "" -#: ../../content/applications/finance/accounting/payments/pay_checks.rst:61 +#: ../../content/applications/finance/accounting/payments/pay_checks.rst:62 msgid "" "To print all checks in batch, select all payments from the list view and " "click on :guilabel:`Print`." @@ -11290,6 +11491,11 @@ msgid "" "`_." msgstr "" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:20 +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:32 +msgid "Prerequisites" +msgstr "先修課程" + #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:25 msgid "Tax Return Periodicity" msgstr "報稅周期" @@ -11431,7 +11637,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 -#: ../../content/applications/finance/accounting/taxes/retention.rst:70 +#: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" @@ -11687,9 +11893,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:16 msgid "" -"**Default Taxes** define which taxes are automatically selected when " +"**Default taxes** define which taxes are automatically selected when " "creating a new product. They are also used to prefill the :guilabel:`Taxes` " -"field when adding a new line on an invoice in **Accounting Firms** mode." +"field when adding a new line on an invoice in :ref:`Accounting Firms " +"` mode." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11699,10 +11906,10 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:23 msgid "" -"To change your **Default Taxes**, go to :menuselection:`Accounting --> " +"To change your **default taxes**, go to :menuselection:`Accounting --> " "Configuration --> Settings --> Taxes --> Default Taxes`, select the " -"appropriate taxes for your default **Sales Tax** and **Purchase Tax**, and " -"click on *Save*." +"appropriate taxes for your default sales tax and purchase tax, and click on " +":guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 @@ -11711,444 +11918,458 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:31 msgid "" -"**Default Taxes** are automatically set up according to the country selected" +"**Default taxes** are automatically set up according to the country selected" " at the creation of your database, or when you set up a :ref:`fiscal " "localization package ` for your company." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate Sales Taxes from the List view" +msgid "Activate sales taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 msgid "" "As part of your :ref:`fiscal localization package " "`, most of your country's sales taxes are " -"already preconfigured on your database. However, only a few of them are " -"activated by default, so that you can activate only the ones relevant for " -"your business." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:44 -msgid "" -"To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration " -"--> Taxes` and use the *Activate* toggle button to activate or deactivate a " -"tax." +"already preconfigured on your database. However, only a few taxes are " +"activated by default. To activate taxes relevant to your business, go to " +":menuselection:`Accounting --> Configuration --> Taxes` and enable the " +"toggle button under the :guilabel:`Active` column." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Activate pre-configured taxes in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:55 +#: ../../content/applications/finance/accounting/taxes.rst:53 msgid "" -"To edit or create a **Tax**, go to :menuselection:`Accounting --> " -"Configuration --> Taxes` and open a tax or click on *Create*." +"To edit or create a **tax**, go to :menuselection:`Accounting --> " +"Configuration --> Taxes` and open a tax or click on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Edition of a tax in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:64 +#: ../../content/applications/finance/accounting/taxes.rst:60 +msgid "Basic options" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:65 +msgid "Tax name" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:67 msgid "" -"Taxes have three different labels, each one having a specific use. Refer to " -"the following table to see where they are displayed." +"The **tax name** is displayed for backend users in the :guilabel:`Taxes` " +"field in :doc:`sales orders <../../sales/sales>`, :doc:`invoices " +"`, product forms, etc." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Name `" +#: ../../content/applications/finance/accounting/taxes.rst:73 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "Tax computation" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Label on Invoice `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:68 -msgid ":ref:`Tax Group `" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Back end" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "*Taxes* column on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:71 -msgid "Above the *Total* line on exported invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:76 -msgid "Basic Options" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:81 -msgid "Tax Name" -msgstr "稅項名稱" - -#: ../../content/applications/finance/accounting/taxes.rst:83 -msgid "" -"The **Tax Name** as you want to display it for backend users. This is the " -":ref:`label ` you see while editing Sales Orders, Invoices, " -"Products, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:89 -msgid "Tax Computation" -msgstr "計稅方式" - -#: ../../content/applications/finance/accounting/taxes.rst:91 +#: ../../content/applications/finance/accounting/taxes.rst:75 msgid "**Group of Taxes**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:93 +#: ../../content/applications/finance/accounting/taxes.rst:77 msgid "" -"The tax is a combination of multiple sub-taxes. You can add as many taxes " -"you want, in the order you want them to be applied." +"The tax is a combination of multiple sub-taxes. You can add as many taxes as" +" you want, in the order you want them to be applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:97 +#: ../../content/applications/finance/accounting/taxes.rst:81 msgid "" "Make sure that the tax sequence is correct, as the order in which they are " "may impact the taxes' amounts computation, especially if one of the taxes " ":ref:`affects the base of the subsequent ones `." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:101 +#: ../../content/applications/finance/accounting/taxes.rst:85 msgid "**Fixed**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:103 +#: ../../content/applications/finance/accounting/taxes.rst:87 msgid "" "The tax has a fixed amount in the default currency. The amount remains the " -"same, regardless of the Sales Price." +"same, regardless of the sales price." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:106 +#: ../../content/applications/finance/accounting/taxes.rst:91 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *$10 " -"fixed* tax. We then have:" +"A product has a sales price of $1000, and we apply a $10 *fixed* tax. We " +"then have:" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 -msgid "Product's Sales Price" +#: ../../content/applications/finance/accounting/taxes.rst:268 +msgid "Product sales price" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Price without tax" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 #: ../../content/applications/finance/fiscal_localizations/romania.rst:92 msgid "Tax" msgstr "稅金" +#: ../../content/applications/finance/accounting/taxes.rst:94 #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 -#: ../../content/applications/finance/accounting/taxes.rst:138 -#: ../../content/applications/finance/accounting/taxes.rst:251 +#: ../../content/applications/finance/accounting/taxes.rst:268 msgid "Total" msgstr "總計" +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/accounting/taxes.rst:112 #: ../../content/applications/finance/accounting/taxes.rst:127 -#: ../../content/applications/finance/accounting/taxes.rst:141 -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 #: ../../content/applications/finance/fiscal_localizations/france.rst:84 msgid "10" msgstr "10" -#: ../../content/applications/finance/accounting/taxes.rst:112 +#: ../../content/applications/finance/accounting/taxes.rst:97 msgid "1,010.00" msgstr "" +#: ../../content/applications/finance/accounting/taxes.rst:100 +msgid "**Percentage of price**" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:102 +msgid "" +"The *sales price* is the taxable basis: the tax amount is computed by " +"multiplying the sales price by the tax percentage." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:106 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax. We " +"then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "1,100.00" +msgstr "" + #: ../../content/applications/finance/accounting/taxes.rst:115 -msgid "**Percentage of Price**" +msgid "**Percentage of Price Tax Included**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:117 msgid "" -"The *Sales Price* is the taxable basis: the tax's amount is computed by " -"multiplying the Sales Price by the tax's percentage." +"The **total** is the taxable basis: the tax amount is a percentage of the " +"total." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:120 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax. We then have:" +"A product has a Sales Price of $1000, and we apply a *10% of Price Tax " +"Included* tax. We then have:" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 -msgid "1,100.00" +msgid "111.11" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:127 +msgid "1,111.11" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:130 -msgid "**Percentage of Price Tax Included**" +msgid "**Python code**" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:132 msgid "" -"The *Total* is the taxable basis: the tax's amount is a percentage of the " -"Total." +"A tax defined as **Python code** consists of two snippets of Python code " +"that are executed in a local environment containing data such as the unit " +"price, product or partner. :guilabel:`Python Code` defines the amount of the" +" tax, and :guilabel:`Applicable Code` defines if the tax is to be applied. " +"The formula is found at the bottom of the :guilabel:`Definition` tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:134 +#: ../../content/applications/finance/accounting/taxes.rst:138 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price Tax Included* tax. We then have:" +":guilabel:`Python Code`: `result = price_unit * 0.10` :guilabel:`Applicable " +"Code`: `result = true`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:141 -msgid "1,111.11" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:147 +#: ../../content/applications/finance/accounting/taxes.rst:144 msgid "Active" msgstr "啟用" -#: ../../content/applications/finance/accounting/taxes.rst:149 -msgid "Only **Active** taxes can be added to new documents." +#: ../../content/applications/finance/accounting/taxes.rst:146 +msgid "Only **active** taxes can be added to new documents." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:152 +#: ../../content/applications/finance/accounting/taxes.rst:149 msgid "" "It is not possible to delete taxes that have already been used. Instead, you" " can deactivate them to prevent future use." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:156 +#: ../../content/applications/finance/accounting/taxes.rst:153 msgid "" -"This field can be modified from the *List View*. See :ref:`above " -"` for more information." +"This field can be modified from the :ref:`list view " +"`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:158 +msgid "Tax type" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:160 +msgid "" +"The :guilabel:`Tax Type` determines the tax application, which also " +"restricts where it is displayed." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:162 -msgid "Tax Scope" -msgstr "徵稅範圍" +msgid "**Sales**: Customer invoices, product customer taxes, etc." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:163 +msgid "**Purchase**: Vendor bills, product vendor taxes, etc." +msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:164 -msgid "" -"The **Tax Scope** determines the tax's application, which also restricts " -"where it is displayed." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:166 -msgid "**Sales**: Customer Invoices, Product's Customer Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:167 -msgid "**Purchase**: Vendor Bills, Product's Vendor Taxes, etc." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:168 msgid "**None**" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:171 +#: ../../content/applications/finance/accounting/taxes.rst:167 msgid "" -"You can use **None** for taxes that you want to include in a :ref:`Group of " -"Taxes ` but that you don't want to list along with other " -"Sales or Purchase taxes." +"You can use :guilabel:`None` for taxes that you want to include in a " +":ref:`Group of Taxes ` but that you do not want to list " +"along with other sales or purchase taxes." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:177 -msgid "Definition tab" +#: ../../content/applications/finance/accounting/taxes.rst:171 +msgid "Tax scope" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:173 +msgid "" +"The :guilabel:`Tax Scope` restricts the use of taxes to a type of product, " +"either **goods** or **services**." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:179 +msgid "Definition tab" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:181 msgid "" "Allocate with precision the amount of the taxable basis or percentages of " -"the computed tax to multiple accounts and Tax Grids." +"the computed tax to multiple accounts and tax grids." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "Allocate tax amounts to the right accounts and tax grids" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:185 +#: ../../content/applications/finance/accounting/taxes.rst:187 msgid "**Based On**:" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:187 -msgid "Base: the price on the invoice line" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes.rst:188 -msgid "% of tax: a percentage of the computed tax." +#: ../../content/applications/finance/accounting/taxes.rst:189 +msgid ":guilabel:`Base`: the price on the invoice line" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:190 -msgid "**Account**: if defined, an additional Journal Item is recorded." +msgid ":guilabel:`% of tax`: a percentage of the computed tax." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:191 +#: ../../content/applications/finance/accounting/taxes.rst:192 +msgid "**Account**: if defined, an additional journal item is recorded." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:193 msgid "" -"**Tax Grids**: used to generate :doc:`Tax Reports ` " +"**Tax Grids**: used to generate :doc:`tax reports ` " "automatically, according to your country's regulations." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:197 -msgid "Advanced Options tab" +#: ../../content/applications/finance/accounting/taxes.rst:199 +msgid "Advanced options tab" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:202 -msgid "Label on Invoices" -msgstr "發票上標示為" - #: ../../content/applications/finance/accounting/taxes.rst:204 +msgid "Label on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:206 msgid "" -"The label of the tax, as displayed on each invoice line in the **Taxes** " -"column. This is the :ref:`label ` visible to *front end* " -"users, on exported invoices, on their Customer Portals, etc." +"The tax label is displayed on each invoice line in the :guilabel:`Taxes` " +"column. This is visible to *front-end* users on exported invoices, in " +"customer portals, etc." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 -msgid "The Label on Invoices is displayed on each invoice line" +msgid "The label on invoices is displayed on each invoice line" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:214 -msgid "Tax Group" -msgstr "稅項組別" +#: ../../content/applications/finance/accounting/taxes.rst:215 +msgid "Tax group" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:216 +#: ../../content/applications/finance/accounting/taxes.rst:217 msgid "" -"Select to which **Tax Group** the tax belongs. The Tax Group name is the " -":ref:`label ` displayed above the *Total* line on exported " -"invoices, and the Customer Portals." +"Select which **tax group** the tax belongs to. The tax group name is the " +"displayed above the **total** line on exported invoices and in customer " +"portals." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:219 +#: ../../content/applications/finance/accounting/taxes.rst:220 msgid "" "Tax groups include different iterations of the same tax. This can be useful " -"when you must record differently the same tax according to :doc:`Fiscal " -"Positions `." +"when you must record the same tax differently according to :doc:`fiscal " +"positions `." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The Tax Group name is different from the Label on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:225 +#: ../../content/applications/finance/accounting/taxes.rst:228 msgid "" -"In the example above, we see a 0% tax for Intra-Community customers in " -"Europe. It records amounts on specific accounts and with specific tax grids." -" Still, to the customer, it is a 0% tax. That's why the :ref:`Label on the " -"Invoice ` indicates *0% EU*, and the Tax Group name, " -"above the *Total* line, indicates *0%*." +"In the example above, the :guilabel:`0% EU S` tax for intra-community " +"customers in Europe records the amount on specific accounts and tax grids. " +"However, it remains a 0% tax to the customer. This is why the label " +"indicates :guilabel:`0% EU S`, and the tax group name above the " +":guilabel:`Total` line indicates :guilabel:`VAT 0%`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:233 -msgid "Include in Analytic Cost" -msgstr "包含在成本分析" - -#: ../../content/applications/finance/accounting/taxes.rst:235 +#: ../../content/applications/finance/accounting/taxes.rst:234 msgid "" -"With this option activated, the tax's amount is assigned to the same " -"**Analytic Account** as the invoice line." +"Taxes have three different labels, each one having a specific use. Refer to " +"the following table to see where they are displayed." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Name `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Label on Invoice `" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:238 +msgid ":ref:`Tax Group `" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:241 -msgid "Included in Price" -msgstr "包含在價格中" +msgid "Backend" +msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:243 +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid ":guilabel:`Taxes` column on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:241 +msgid "Above the :guilabel:`Total` line on exported invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:249 +msgid "Include in analytic cost" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:251 msgid "" -"With this option activated, the total (including the tax) equals the **Sales" -" Price**." +"With this option activated, the tax amount is assigned to the same " +"**analytic account** as the invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:245 -msgid ":dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`" +#: ../../content/applications/finance/accounting/taxes.rst:257 +msgid "Included in price" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:247 +#: ../../content/applications/finance/accounting/taxes.rst:259 msgid "" -"For example, a product has a Sales Price of $1000, and we apply a *10% of " -"Price* tax, which is *included in the price*. We then have:" +"With this option activated, the total (including the tax) equals the **sales" +" price**." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:261 +msgid "`Total = Sales Price = Computed Tax-Excluded price + Tax`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:264 +msgid "" +"A product has a sales price of $1000, and we apply a *10% of Price* tax, " +"which is *included in the price*. We then have:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "900.10" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "90.9" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:271 msgid "1,000.00" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:258 +#: ../../content/applications/finance/accounting/taxes.rst:275 msgid "" "If you need to define prices accurately, both tax-included and tax-excluded," " please refer to the following documentation: :doc:`taxes/B2B_B2C`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:262 +#: ../../content/applications/finance/accounting/taxes.rst:279 msgid "" -"**Invoices**: By default, the Line Subtotals displayed on your invoices are " -"*Tax-Excluded*. To display *Tax-Included* Line Subtotals, go to " -":menuselection:`Accounting --> Configuration --> Settings --> Customer " -"Invoices`, and select *Tax-Included* in the **Line Subtotals Tax Display** " -"field, then click on *Save*." +"By default, only the :guilabel:`Tax excluded` column is displayed on " +"invoices. To display the :guilabel:`Tax included` column, click the " +"**dropdown toggle** button and check :guilabel:`Tax incl.`." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:266 -msgid "" -"**eCommerce**: By default, the prices displayed on your eCommerce website " -"are *Tax-Excluded*. To display *Tax-Included* prices, go to " -":menuselection:`Website --> Configuration --> Settings --> Pricing`, and " -"select *Tax-Included* in the **Product Prices** field, then click on *Save*." +#: ../../content/applications/finance/accounting/taxes.rst:288 +msgid "Affect base of subsequent taxes" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:273 -msgid "Affect Base of Subsequent Taxes" -msgstr "影響其後稅項的計稅基數" - -#: ../../content/applications/finance/accounting/taxes.rst:275 +#: ../../content/applications/finance/accounting/taxes.rst:290 msgid "" "With this option, the total tax-included becomes the taxable basis for the " "other taxes applied to the same product." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:278 +#: ../../content/applications/finance/accounting/taxes.rst:293 msgid "" -"You can configure a new :ref:`Group of Taxes ` to include" -" this tax, or add it directly to a product line." +"You can configure a new :ref:`group of taxes ` to include" +" this tax or add it directly to a product line." msgstr "" #: ../../content/applications/finance/accounting/taxes.rst-1 msgid "The eco-tax is taken into the basis of the 21% VAT tax" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:285 +#: ../../content/applications/finance/accounting/taxes.rst:300 msgid "" "The order in which you add the taxes on a product line has no effect on how " "amounts are computed. If you add taxes directly on a product line, only the " "tax sequence determines the order in which they are applied." msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:289 +#: ../../content/applications/finance/accounting/taxes.rst:304 msgid "" "To reorder the sequence, go to :menuselection:`Accounting --> Configuration " "--> Taxes`, and drag and drop the lines with the handles next to the tax " @@ -12159,15 +12380,19 @@ msgstr "" msgid "The taxes' sequence in Odoo determines which tax is applied first" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:297 +#: ../../content/applications/finance/accounting/taxes.rst:311 msgid ":doc:`taxes/fiscal_positions`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:298 +#: ../../content/applications/finance/accounting/taxes.rst:312 msgid ":doc:`taxes/B2B_B2C`" msgstr "" -#: ../../content/applications/finance/accounting/taxes.rst:299 +#: ../../content/applications/finance/accounting/taxes.rst:313 +msgid ":doc:`taxes/taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes.rst:314 msgid ":doc:`reporting/tax_returns`" msgstr "" @@ -12260,6 +12485,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 @@ -12998,78 +13224,55 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:5 msgid "" -"A withholding tax, also called a retention tax, is a government requirement " -"for the payer of a customer invoice to withhold or deduct tax from the " -"payment, and pay that tax to the government. In most jurisdictions, " -"withholding tax applies to employment income." +"A **withholding tax**, also known as retention tax, mandates the payer of a " +"customer invoice to deduct a tax from the payment and remit it to the " +"government. Typically, a tax is included in the subtotal to calculate the " +"total amount paid, while withholding taxes are directly subtracted from the " +"payment." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:10 +#: ../../content/applications/finance/accounting/taxes/retention.rst:13 msgid "" -"With normal taxes, the tax is added to the subtotal to give you the total to" -" pay. As opposed to normal taxes, withholding taxes are deducted from the " -"amount to pay, as the tax will be paid by the customer." +"In Odoo, a withholding tax is defined by creating a negative tax. To create " +"one, go to :menuselection:`Accounting --> Configuration --> Taxes` and, in " +"the :guilabel:`Amount` field, enter a negative amount." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:14 -msgid "As, an example, in Colombia you may have the following invoice:" +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "negative tax amount in field" msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:19 +#: ../../content/applications/finance/accounting/taxes/retention.rst:20 msgid "" -"In this example, the **company** who sent the invoice owes $20 of taxes to " -"the **government** and the **customer** owes $10 of taxes to the " -"**government**." +"Then, go to the :menuselection:`Advanced Options` tab and create a retention" +" :guilabel:`Tax Group`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:25 +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "tax group for retention tax." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:26 msgid "" -"In Odoo, a withholding tax is defined by creating a negative tax. For a " -"retention of 10%, you would configure the following tax (accessible through " -":menuselection:`Configuration --> Taxes`):" +"If the retention is a percentage of a regular tax, create a :guilabel:`Tax` " +"with a :guilabel:`Tax Computation` as a :guilabel:`Group of Taxes`. Then, " +"set both the regular tax and the retention one in the :guilabel:`Definition`" +" tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:32 +#: ../../content/applications/finance/accounting/taxes/retention.rst:31 +msgid "Retention taxes on invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/retention.rst:33 msgid "" -"In order to make it appear as a retention on the invoice, you should set a " -"specific tax group **Retention** on your tax, in the **Advanced Options** " -"tab." +"Once the retention tax has been created, it can be used on customer forms, " +"sales orders, and customer invoices. Several taxes can be applied on a " +"single customer invoice line." msgstr "" -#: ../../content/applications/finance/accounting/taxes/retention.rst:39 -msgid "" -"Once the tax is defined, you can use it in your products, sales order or " -"invoices." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:43 -msgid "" -"If the retention is a percentage of a regular tax, create a Tax with a **Tax" -" Computation** as a **Tax Group** and set the two taxes in this group " -"(normal tax and retention)." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:48 -msgid "Applying retention taxes on invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:50 -msgid "" -"Once your tax is created, you can use it on customer forms, sales order or " -"customer invoices. You can apply several taxes on a single customer invoice " -"line." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:58 -msgid "" -"When you see the customer invoice on the screen, you get only a **Taxes " -"line** summarizing all the taxes (normal taxes & retentions). But when you " -"print or send the invoice, Odoo does the correct grouping amongst all the " -"taxes." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/retention.rst:63 -msgid "The printed invoice will show the different amounts in each tax group." +#: ../../content/applications/finance/accounting/taxes/retention.rst-1 +msgid "invoice lines with taxes" msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:3 @@ -13078,13 +13281,20 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/taxcloud.rst:6 msgid "" -"The Odoo TaxCloud integration has begun its decommissioning, starting in " -"Odoo 17. New installations are prohibited in Odoo 17, and in Odoo 18, the " +"The out-of-the-box Odoo TaxCloud integration has begun its decommissioning. " +"Starting in Odoo 17, new installations are prohibited, and in Odoo 18 the " "TaxCloud module(s) won't exist at all. Odoo recommends the use of the Avatax" " platform." msgstr "" -#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:11 +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:10 +msgid "" +"If you are hosted on-premise or on Odoo.SH and you wish to use Taxcloud, you" +" can contact them directly `here `_." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/taxcloud.rst:14 msgid ":doc:`avatax`" msgstr "" @@ -13159,7 +13369,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:588 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 #: ../../content/applications/finance/fiscal_localizations/italy.rst:279 msgid "Vendor bills" msgstr "" @@ -13178,6 +13388,10 @@ msgid "" "bill-1683?fullscreen=1>`_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills.rst:13 +msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills.rst:16 msgid "Bill creation" msgstr "" @@ -13407,6 +13621,12 @@ msgstr "遞減" msgid "Declining Then Straight Line" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:28 +msgid "" +"The server checks once a day if an entry must be posted. It might then take " +"up to 24 hours before you see a change from *draft* to *posted*." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:34 msgid "" "Such transactions must be posted on an **Assets Account** rather than on the" @@ -13417,6 +13637,13 @@ msgstr "" msgid "Configure an Assets Account" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:40 +msgid "" +"To configure your account in the **Chart of Accounts**, go to " +":menuselection:`Accounting --> Configuration --> Chart of Accounts`, click " +"on *Create*, and fill out the form." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Configuration of an Assets Account in Odoo Accounting" msgstr "" @@ -13427,12 +13654,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:51 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:48 msgid "Post an expense to the right account" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:51 msgid "Select the account on a draft bill" msgstr "" @@ -13446,12 +13671,10 @@ msgid "Selection of an Assets Account on a draft bill in Odoo Accounting" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:65 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:61 msgid "Choose a different Expense Account for specific products" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:67 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 msgid "" "Start editing the product, go to the *Accounting* tab, select the right " "**Expense Account**, and save." @@ -13467,18 +13690,29 @@ msgid "" "automation>` for these products." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:81 +msgid "Change the account of a posted journal item" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:83 -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:77 msgid "" "To do so, open your Purchases Journal by going to :menuselection:`Accounting" " --> Accounting --> Purchases`, select the journal item you want to modify, " "click on the account, and select the right one." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 +msgid "Modification of a posted journal item's account in Odoo Accounting" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:92 msgid "Assets entries" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:97 +msgid "Create a new entry" +msgstr "建立新記項" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:99 msgid "" "An **Asset entry** automatically generates all journal entries in *draft " @@ -13514,6 +13748,10 @@ msgstr "" msgid "Depreciation Board in Odoo Accounting" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:122 +msgid "What does \"Prorata Temporis\" mean?" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:124 msgid "" "The **Prorata Temporis** feature is useful to depreciate your assets the " @@ -13695,6 +13933,13 @@ msgid "" "with the right asset account." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:222 +msgid "" +"New buttons with all the models linked to that account appear at the top of " +"the form. Clicking on a model button fills out the form according to that " +"model." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst-1 msgid "Assets model button in Odoo Accounting" msgstr "" @@ -13714,6 +13959,10 @@ msgstr "" msgid "You have three choices for the **Automate Assets** field:" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:240 +msgid "**No:** this is the default value. Nothing happens." +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/assets.rst:241 msgid "" "**Create in draft:** whenever a transaction is posted on the account, a " @@ -13739,243 +13988,189 @@ msgid "" "account`)." msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/assets.rst:256 +msgid ":doc:`../get_started/chart_of_accounts`" +msgstr "" + #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:3 -msgid "Deferred expenses and prepayments" +msgid "Deferred expenses" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:5 msgid "" "**Deferred expenses** and **prepayments** (also known as **prepaid " -"expense**), are both costs that have already occurred for unconsumed " -"products or services yet to receive." +"expenses**) are both costs that have already occurred for products or " +"services yet to be received." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:8 msgid "" "Such costs are **assets** for the company that pays them since it already " -"paid for products and services still to receive or that are yet to be used. " -"The company cannot report them on the current **Profit and Loss statement**," -" or *Income Statement*, since the payments will be effectively expensed in " -"the future." +"paid for products and services but has either not yet received them or not " +"yet used them. The company cannot report them on the current **profit and " +"loss statement**, or *income statement*, since the payments will be " +"effectively expensed in the future." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:13 msgid "" "These future expenses must be deferred on the company's balance sheet until " "the moment in time they can be **recognized**, at once or over a defined " -"period, on the Profit and Loss statement." +"period, on the profit and loss statement." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:16 msgid "" -"For example, let's say we pay $ 1200 at once for one year of insurance. We " +"For example, let's say we pay $1200 at once for one year of insurance. We " "already pay the cost now but haven't used the service yet. Therefore, we " "post this new expense in a *prepayment account* and decide to recognize it " -"on a monthly basis. Each month, for the next 12 months, $ 100 will be " +"on a monthly basis. Each month, for the next 12 months, $100 will be " "recognized as an expense." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:21 msgid "" -"Odoo Accounting handles deferred expenses and prepayments by spreading them " -"in multiple entries that are automatically created in *draft mode* and then " -"posted periodically." +"Odoo Accounting handles deferred expenses by spreading them across multiple " +"entries that are posted periodically." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:31 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:41 msgid "" -"Such transactions must be posted on a **Deferred Expense Account** rather " -"than on the default expense account." +"By default, Odoo :ref:`automatically generates " +"` the deferral entries when " +"you post a vendor bill. However, you can also choose to :ref:`generate them " +"manually ` by selecting the " +":guilabel:`Manually & Grouped` option instead." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:35 -msgid "Configure a Deferred Expense Account" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:46 +msgid "" +"Suppose a bill of $1200 must be deferred over 12 months. The " +":guilabel:`Equal per month` computation recognizes $100 each month, while " +"the :guilabel:`Based on days` computation recognizes different amounts " +"depending on the number of days in each month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:56 +msgid "" +"Make sure the :guilabel:`Start Date` and :guilabel:`End Date` fields are " +"visible in the :guilabel:`Invoice Lines` tab. In most cases, the " +":guilabel:`Start Date` should be in the same month as the :guilabel:`Bill " +"Date`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:60 +msgid "" +"For each line of the bill that should be deferred, specify the start and end" +" dates of the deferral period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:63 +msgid "" +"If the :guilabel:`Generate Entries` field is set to :guilabel:`On " +"invoice/bill validation`, Odoo automatically generates the deferral entries " +"when the bill is validated. Click on the :guilabel:`Deferred Entries` smart " +"button to see them." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:67 +msgid "" +"One entry, dated on the same day as the bill, moves the bill amounts from " +"the expense account to the deferred account. The other entries are deferral " +"entries which will, month after month, move the bill amounts from the " +"deferred account to the expense account to recognize the expense." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:72 +msgid "" +"You can defer a January bill of $1200 over 12 months by specifying a start " +"date of 01/01/2023 and an end date of 12/31/2023. At the end of August, $800" +" is recognized as an expense, whereas $400 remains on the deferred account." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:79 +msgid "" +"The deferred expense report computes an overview of the necessary deferral " +"entries for each account. To access it, go to :menuselection:`Accounting -->" +" Reporting --> Deferred Expense`." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Configuration of a Deferred Expense Account in Odoo Accounting" +msgid "Deferred expense report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:45 -msgid "This account's type must be either *Current Assets* or *Prepayments*" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:89 msgid "" -"On a draft bill, select the right account for all the products of which the " -"expenses must be deferred." +"Only bills whose accounting date is before the end of the period of the " +"report are taken into account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:102 msgid "" -"Selection of a Deferred Expense Account on a draft bill in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Change of the Expense Account for a product in Odoo" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:71 -msgid "" -"It is possible to automate the creation of expense entries for these " -"products (see: `Automate the Deferred Expenses`_)." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:86 -msgid "Deferred Expenses entries" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:91 -msgid "" -"A **Deferred Expense entry** automatically generates all journal entries in " -"*draft mode*. They are then posted one by one at the right time until the " -"full amount of the expense is recognized." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:94 -msgid "" -"To create a new entry, go to :menuselection:`Accounting --> Accounting --> " -"Deferred Expense`, click on *Create*, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:97 -msgid "" -"Click on **select related purchases** to link an existing journal item to " -"this new entry. Some fields are then automatically filled out, and the " -"journal item is now listed under the **Related Expenses** tab." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense entry in Odoo Accounting" +"At the end of each month, go to the Deferred Expenses report and click the " +":guilabel:`Generate Entries` button. This generates two deferral entries:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:105 msgid "" -"Once done, you can click on *Compute Deferral* (next to the *Confirm* " -"button) to generate all the values of the **Expense Board**. This board " -"shows you all the entries that Odoo will post to recognize your expense, and" -" at which date." +"One dated at the end of the month which aggregates, for each account, all " +"the deferred amounts of that month. This means that at the end of that " +"period, a part of the deferred expense is recognized." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Expense Board in Odoo Accounting" +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:113 +msgid "There are two bills:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:115 +msgid "Bill A: $1200 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:116 -msgid "" -"The **Prorata Temporis** feature is useful to recognize your expense the " -"most accurately possible." +msgid "Bill B: $600 to be deferred from 01/01/2023 to 12/31/2023" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:118 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:141 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 msgid "" -"With this feature, the first entry on the Expense Board is computed based on" -" the time left between the *Prorata Date* and the *First Recognition Date* " -"rather than the default amount of time between recognitions." +"Line 1: Expense account -1200 -600 = **-1800** (cancelling the total of both" +" bills)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:125 msgid "" -"For example, the Expense Board above has its first expense with an amount of" -" $ 70.97 rather than $ 100.00. Consequently, the last entry is also lower " -"and has an amount of $ 29.03." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:126 -msgid "Deferred Entry from the Purchases Journal" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:128 -msgid "" -"You can create a deferred entry from a specific journal item in your " -"**Purchases Journal**." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:130 -msgid "" -"To do so, open your Purchases Journal by going to :menuselection:`Accounting" -" --> Accounting --> Purchases`, and select the journal item you want to " -"defer. Make sure that it is posted in the right account (see: `Change the " -"account of a posted journal item`_)." +"Line 2: Expense account 100 + 50 = **150** (recognizing 1/12 of bill A and " +"bill B)" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:142 -msgid "Deferred Expense Models" -msgstr "Deferred Expense Models" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:144 msgid "" -"You can create **Deferred Expense Models** to create your Deferred Expense " -"entries faster." +"Line 2: Expense account 200 + 100 = **300** (recognizing 2/12 of bill A and " +"bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:146 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:158 msgid "" -"To create a model, go to :menuselection:`Accounting --> Configuration --> " -"Deferred Expense Models`, click on *Create*, and fill out the form the same " -"way you would do to create a new entry." +"Line 2: Expense account 1100 + 550 = **1650** (recognizing 11/12 of bill A " +"and bill B)" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:150 +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:165 msgid "" -"You can also convert a *confirmed Deferred Expense entry* into a model by " -"opening it from :menuselection:`Accounting --> Accounting --> Deferred " -"Expenses` and then, by clicking on the button *Save Model*." +"There is no need to generate entries in December. Indeed, if we do the " +"computation for December, we will have an amount of 0 to be deferred." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:155 -msgid "Apply a Deferred Expense Model to a new entry" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:157 -msgid "" -"When you create a new Deferred Expense entry, fill out the **Deferred " -"Expense Account** with the right recognition account." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Deferred Expense model button in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:170 -msgid "Automate the Deferred Expenses" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:172 -msgid "" -"When you create or edit an account of which the type is either *Current " -"Assets* or *Prepayments*, you can configure it to defer the expenses that " -"are credited on it automatically." +#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:171 +msgid "bill A and bill B" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:175 -msgid "You have three choices for the **Automate Deferred Expense** field:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:178 msgid "" -"**Create in draft:** whenever a transaction is posted on the account, a " -"draft *Deferred Expenses entry* is created, but not validated. You must " -"first fill out the form in :menuselection:`Accounting --> Accounting --> " -"Deferred Expenses`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:181 -msgid "" -"**Create and validate:** you must also select a Deferred Expense Model (see:" -" `Deferred Expense Models`_). Whenever a transaction is posted on the " -"account, a *Deferred Expenses entry* is created and immediately validated." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst-1 -msgid "Automate Deferred Expense on an account in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:190 -msgid "" -"You can, for example, select this account as the default **Expense Account**" -" of a product to fully automate its purchase. (see: `Choose a different " -"Expense Account for specific products`_)." +"Therefore, at the end of December, bills A and B are fully recognized as " +"expense only once in spite of all the created entries thanks to the reversal" +" mechanism." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 @@ -14223,8 +14418,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/documents.rst:47 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 msgid ":guilabel:`Name`" @@ -14281,6 +14476,8 @@ msgstr "" #: ../../content/applications/finance/documents.rst:74 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:31 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -16617,7 +16814,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:200 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:252 msgid "Document types" msgstr "" @@ -16700,7 +16897,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:243 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Use on invoices" msgstr "" @@ -16867,7 +17064,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:330 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 #: ../../content/applications/finance/fiscal_localizations/peru.rst:351 msgid "Usage and testing" msgstr "" @@ -17932,29 +18129,1654 @@ msgstr "" msgid "Australia" msgstr "澳洲" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:8 -msgid "Employment Hero Australian Payroll" -msgstr "Employment Hero Australian Payroll" - -#: ../../content/applications/finance/fiscal_localizations/australia.rst:10 -msgid "" -"The Employment Hero module synchronizes payslip accounting entries (e.g., " -"expenses, social charges, liabilities, taxes) from Employment Hero to Odoo " -"automatically. Payroll administration is still done in Employment Hero. We " -"only record the journal entries in Odoo." +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +msgid "Module Name" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:15 -msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgid "Module Key" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:17 +msgid ":guilabel:`Australia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:18 +msgid "`l10n_au`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:19 msgid "" -":ref:`Activate ` the :guilabel:`Employment Hero Australian " -"Payroll` module (technical name: `l10n_au_keypay`)." +"Installed by default when the Accounting :guilabel:`Fiscal Localization` " +"package is set to :guilabel:`Australia`. This module also installs the " +":guilabel:`ABA credit transfer` and the :guilabel:`Remittance Advice report`" +" module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:22 +msgid ":guilabel:`Australian Reports - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:23 +msgid "`l10n_au_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:24 +msgid "" +"Includes the :guilabel:`Taxable Payments Annual Reports (TPAR)` and the " +":guilabel:`BAS report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:26 +msgid ":guilabel:`Australia - Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:27 +msgid "`l10n_au_hr_payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:28 +msgid "Payroll localisation for Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:29 +msgid ":guilabel:`Australia - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +msgid "`l10n_au_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:31 +msgid "" +"Installs the link between Australian payroll and accounting. The module also" +" installs the modules: :guilabel:`Australian - Accounting`; " +":guilabel:`Australian Reports - Accounting`; and :guilabel:`Australia - " +"Payroll`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:34 +msgid ":guilabel:`Accounting Customer Statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +msgid "`l10n_account_customer_statements`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:36 +msgid "" +"Allows the management and sending of monthly customer statements from the " +"partner ledger and the contact form. Also used in New Zealand." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:38 +msgid ":guilabel:`Employment Hero Australian Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:39 +msgid "`l10n_au_keypay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:40 +msgid "" +"Synchronises all pay runs from Employment Hero with Odoo’s journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +msgid "" +"The Australian chart of accounts is included in the **Australia - " +"Accounting** module. Go to :menuselection:`Accounting --> Configuration --> " +"Chart of Accounts` to access it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:51 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +msgid ":doc:`../accounting/get_started/chart_of_accounts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:56 +msgid "Taxes and GST" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +msgid "" +"The default Australian taxes impact the :ref:`BAS Report `, " +"which can be accessed through :menuselection:`Accounting --> Reporting --> " +"BAS Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:61 +msgid "" +"In Australia, the standard **Goods and Services Tax** (GST) rate is 10%, but" +" different rates and exemptions exist for specific categories of goods and " +"services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Default GST of Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:68 +msgid "Tax Mapping" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:70 +msgid "" +"Within the Australian localisation package, tax names encompass the tax rate" +" as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +msgid "" +"Despite the high amount of taxes in Odoo, these taxes are pretty similar " +"(mostly 0% and 10%), with different tax grid variations for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:76 +msgid "Goods" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:77 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:201 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:221 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:237 +msgid "Services" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:78 +msgid "TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:79 +msgid "TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:82 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +msgid ":doc:`Taxes <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:84 +msgid "" +"Taxes including a **TPAR** mention impact not only the **BAS** report but " +"also the **TPAR** report. Businesses from certain industries need to report " +"payments made to subcontractors from relevant services during the financial " +"year. Odoo combines the use of taxes and fiscal positions to report these " +"payments on the **TPAR** report. Taxes with the mention **TPAR without ABN**" +" are used to record amounts withheld from subcontractors without an **ABN** " +"for the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:91 +msgid ":ref:`TPAR `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:93 +msgid "Here are the taxes for Australia in Odoo 17." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:99 +msgid "GST Name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +msgid "GST Scope" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:103 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:139 +msgid "10%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:104 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:168 +msgid "GST Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:126 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:166 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:170 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 +msgid "Purchases" +msgstr "採購" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:107 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +msgid "10% INC" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:172 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:176 +msgid "GST Inclusive Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:111 +msgid "10% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:180 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:184 +msgid "Capital Purchases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:115 +msgid "0% C" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:116 +msgid "Zero Rated Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:119 +msgid "100% T EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:200 +msgid "Purchase (Taxable Imports) - Tax Paid Separately" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:123 +msgid "10% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:208 +msgid "Purchases for Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:127 +msgid "10% P" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:216 +msgid "Purchases for Private use or not deductible" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:131 +msgid "100% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:132 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:224 +msgid "GST Only on Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +msgid "10% Adj" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:232 +msgid "Tax Adjustments (Purchases)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:140 +msgid "GST Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:144 +msgid "GST Inclusive Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +msgid "0% EX" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:148 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +msgid "0% EXEMPT" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:152 +msgid "Exempt Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +msgid "0% I" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:156 +msgid "Input Taxed Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:160 +msgid "Tax Adjustments (Sales)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:163 +msgid "10% TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:167 +msgid "10% TPAR NO ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:171 +msgid "10% INC TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:175 +msgid "10% INC TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:179 +msgid "10% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:183 +msgid "10% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:187 +msgid "0% C TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:188 +msgid "Zero Rated Purch TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:191 +msgid "0% C TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:192 +msgid "Zero Rated Purch TPAR without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:195 +msgid "100% T EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:199 +msgid "100% T EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:203 +msgid "10% I TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:207 +msgid "100% I TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:211 +msgid "10% P TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:215 +msgid "10% P TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:219 +msgid "100% EX TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:223 +msgid "100% EX TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:227 +msgid "10% Adj TPAR" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:231 +msgid "10% Adj TPAR N ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:235 +msgid "47% WH" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:236 +msgid "Tax Withheld for Partners without ABN" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:243 +msgid "BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:245 +msgid "" +"The **Business Activity Statement (BAS)** report is a critical tax reporting" +" requirement for businesses registered for **Goods and Services Tax (GST)** " +"in Australia. The **BAS** is used to report and remit various taxes to the " +"**Australian Taxation Office (ATO)**. With the Odoo **BAS** feature, " +"businesses can report on the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:250 +msgid "Goods and Services Tax (GST)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:251 +msgid "PAYG tax withheld" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:256 +msgid "" +"The taxes for GST are collected from the **tax grid**, which is pre-" +"configured in the system. The **tax grid** can also be manually set up for " +"any additional special GST. Once the tax for each account is set up, the " +"system automatically slots journal items into the correct tax category. This" +" ensures the **BAS** report is accurate and reflective of the business's " +"financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST grids in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:264 +msgid "" +"In addition, the **BAS** report includes the **PAYG** tax withheld " +"components (**W1** to **W5**, then **summary, section 4**). This integration" +" ensures that all payroll-related withholding taxes are accurately captured " +"and reflected within the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "PAYG Tax Withheld and Summary of BAS report in Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:271 +msgid "" +"The module incorporates built-in rules that facilitate the automatic " +"calculation of taxes for types **W1** to **W5**. For a detailed walkthrough " +"and more information on the calculation process for these taxes, please " +"refer to the Payroll app documentation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:276 +msgid ":ref:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:279 +msgid "Closing the BAS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:281 +msgid "" +"When it is time to file the tax return with the **ATO**, click " +":guilabel:`Closing entry`. The tax return period can be configured in " +":menuselection:`configuration --> Settings --> Tax Return Periodicity`. " +"Also, the start date of the tax return period can be defined through the " +"**period button** (marked by a calendar icon 📅)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:287 +msgid ":doc:`Year-end closing <../accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:290 +msgid "" +"Odoo uses the *calendar quarter* rather than the Australian FY quarter, " +"which means **July to September is Q3 in Odoo**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:293 +msgid "" +"Before closing the entry for the first time, the default **GST payable " +"account** and **GST receivable account** need to be set. A notification pops" +" up and redirects the user to tax group configurations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:297 +msgid "" +"Once the **GST payable** and **GST receivable** accounts are set up, the " +"**BAS** report generates an accurate journal closing entry automatically, " +"which balances out the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "GST accounts for the BAS report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:304 +msgid "" +"The balance between **GST receivable** and **payable** is set against the " +"tax clearing account defined on the tax group. The amount to be paid to or " +"received from the **ATO** can be reconciled against a bank statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "BAS tax payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:312 +msgid "" +"The **BAS** report is not directly submitted to the **ATO**. Odoo helps you " +"automatically compute the necessary values in each section, with the " +"possibility to audit them to better understand the history behind these " +"numbers. Businesses can copy these values and enter them on the `ATO’s " +"portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:320 +msgid "TPAR report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:322 +msgid "" +"Odoo allows businesses to report payments made to contractors or " +"subcontractors during the financial year. This is done by generating a " +":abbr:`TPAR (Taxable Payments Annual Report)`. If you are unsure your " +"business needs this report, refer to the documentation provided by the `ATO " +"`_. You can find " +"this report in :menuselection:`Accounting --> Reporting --> Taxable Payments" +" Annual Reports (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:331 +msgid "" +"Under :menuselection:`Accounting --> Customers` or " +":menuselection:`Accounting --> Vendors`, select a your contractor and set a " +":guilabel:`Fiscal Position` under the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "TPAR fiscal position" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:337 +msgid "" +"Upon billing a contact with a fiscal position set to :guilabel:`TPAR` or " +":guilabel:`TPAR without ABN`, the report is automatically generated in " +":menuselection:`Accounting --> Reporting --> Taxable Payments Annual Reports" +" (TPAR)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:341 +msgid "" +"The report includes the **ABN**, **Total GST**, **Gross Paid**, and **Tax " +"Withheld** from their **TPAR** subcontractors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:344 +msgid "**Total GST**: the total tax paid" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:345 +msgid "" +"**Gross Paid amounts**: shows after registering a payment for those bills" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:346 +msgid "" +"**Tax Withheld**: shown if the subcontractor is registered with a fiscal " +"position set to :guilabel:`TPAR without ABN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:349 +msgid "The **TPAR** report can be exported to PDF, XLSX, and TPAR formats." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:354 +msgid "Customer statements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:356 +msgid "" +"Customer statements allow customers to see their financial transactions with" +" the company over a certain period, and overdue statement details. These " +"statements can be sent out to customers by email." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:363 +msgid "There are **two** ways for customers to download these statements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:365 +msgid "" +"**From the contact form:** Customer statements are under " +":menuselection:`Customers --> Customers`. Select a customer, click the " +"**gear icon (⚙)**, and then :guilabel:`Print Customer Statements`. This " +"prints out the statement from the beginning of the month to today's date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +msgid "" +"**From the partner ledger:** This option allows for more flexibility in " +"selecting a statement's start and end date. You can access it by going to " +":menuselection:`Accounting --> Reporting --> Partner Ledger`. From here, " +"specify a date range in the **calendar menu (📅)** for the statement, hover " +"over a partner, and click the :guilabel:`Customer Statements` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Customer statement from partner ledger report in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:381 +msgid "Remittance advice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:383 +msgid "" +"A remittance advice is a document used as proof of payment to a business. In" +" Odoo, it can be accessed by going to :menuselection:`Accounting ‣ Vendors ‣" +" Payments`, selecting the payment(s), and clicking :menuselection:`Print -->" +" Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Remittance advice in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:393 +msgid "E-Invoicing via Peppol" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:395 +msgid "" +"Odoo is compliant with Australia's and New Zealand's `PEPPOL requirements " +"`_. You can find " +"and set up **electronic invoicing** settings per partner under " +":menuselection:`Accounting --> Customers` or :menuselection:`Accounting --> " +"Vendors`, select a partner, and click the :guilabel:`Accounting` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Peppol settings from a partner in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:404 +msgid "" +"Validating an invoice or credit note for a partner on the PEPPOL network " +"will download a compliant XML file that can be manually uploaded to your " +"PEPPOL network." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:410 +msgid "ABA files for batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:415 +msgid "" +"An ABA file is a digital format developed by the `Australian Bankers' " +"Association `_. It is designed for business " +"customers to facilitate bulk payment processing by uploading a single file " +"from their business management software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:419 +msgid "" +"The main advantage of using ABA files is to improve payment and matching " +"efficiency. This is achieved by consolidating numerous payments into one " +"file for batch processing, which can be submitted to all Australian banks." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:427 +msgid "Settings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:429 +msgid "" +"To enable **batch payments**, go to :menuselection:`Accounting --> " +"Configuration --> Setting --> Batch Payment` and enable :guilabel:`Allow " +"Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:433 +msgid "Bank journal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:435 +msgid "" +"Then, go to :menuselection:`Accounting --> Configuration --> Journals` and " +"select the :guilabel:`Bank` journal type. In the :guilabel:`Journal Entries`" +" tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and " +"edit`. In the pop-up window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:440 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:477 +msgid ":guilabel:`Bank`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:441 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:478 +msgid ":guilabel:`Account Holder Name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:442 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:479 +msgid ":guilabel:`BSB`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:443 +msgid ":guilabel:`Account Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Account Number settings for ABA in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:449 +msgid "The :guilabel:`Send Money` field must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:452 +msgid "The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:454 +msgid "" +"Go back to the :guilabel:`Journal Entries` tab and fill in the following " +"fields related to the ABA:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:456 +msgid ":guilabel:`BSB`: This field is auto-formatted from the bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:457 +msgid "" +":guilabel:`Financial Institution Code`: The official 3-letter abbreviation " +"of the financial institution (e.g., WBC for Westpac)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:459 +msgid "" +":guilabel:`Supplying User Name`: 6-digit number provided by your bank. " +"Contact or check your bank website if you need to know." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:463 +msgid "" +":guilabel:`Include Self-Balancing Transactions`: Selecting this option adds " +"an additional" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:462 +msgid "" +"\"self-balancing\" transaction to the end of the ABA file, which some " +"financial institutions require when generating ABA files. Check with your " +"bank to see if you need this option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:465 +msgid "" +"Then, go to the :guilabel:`Outgoing Payments` tab on the same " +":guilabel:`Bank` type journal. Click :guilabel:`Add a line` and select " +":guilabel:`ABA Credit Transfer` as the **payment method**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:469 +msgid "Partners’ bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:471 +msgid "" +"Go to :menuselection:`Accounting --> Customers --> Customers` or " +":menuselection:`Accounting --> Vendors --> Vendors` and select a partner for" +" whom you want to add banking information. Once selected, click the " +":guilabel:`Accounting` tab, and under the :guilabel:`Bank Accounts` section," +" click :guilabel:`Add a line` to fill in:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +msgid ":guilabel:`Account Number` of that partner" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:480 +msgid ":guilabel:`Accounter Holder`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:481 +msgid "" +":guilabel:`Send Money` defines the bank account as *trusted*, which is " +"essential for ABA files and must be enabled if to be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:485 +msgid "Generate an ABA file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:487 +msgid "" +"To generate an **ABA** file, :guilabel:`Create` a vendor bill (manually or " +"from a purchase order). :guilabel:`Confirm` the bill and ensure the vendor’s" +" banking information is set up correctly before registering a payment.." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:491 +msgid "" +"Next, click :guilabel:`Register Payment` in the pop-up window: select the " +":guilabel:`Bank` journal, select :guilabel:`ABA Credit Transfer` as " +":guilabel:`Payment Method`, and select the right :guilabel:`Recipient Bank " +"Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:495 +msgid "" +"Once payments are confirmed, they appear in :menuselection:`Accounting --> " +"Vendors --> Payments`. Tick the box of the payments to be included in the " +"batch, then click :guilabel:`Create Batch`. Verify all information is " +"correct and finally :guilabel:`Validate`. Once validated, the ABA file " +"becomes available in the **chatter** on the right." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:500 +msgid "" +"After uploading it to your bank’s portal, an ABA transaction line will " +"appear in your bank feed at the following bank feed iteration. You will need" +" to reconcile it against the **batch payment** made in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:505 +msgid ":doc:`Batch Payment <../accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:510 +msgid "Buy Now, Pay Later solutions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:512 +msgid "" +"Buy Now, Pay Later solutions are popular payment methods for eShops in " +"Australia. Some of these solutions are available via the `Stripe " +"`_ and `AsiaPay " +"`_ payment providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:517 +msgid ":doc:`AsiaPay Payment Provider <../payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:518 +msgid ":doc:`Stripe Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:521 +msgid "POS terminals for Australia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:523 +msgid "" +"If you wish to have a direct connection between Odoo and your PoS terminal " +"in Australia, you *must* have a **Stripe** terminal. Odoo supports the " +"**EFTPOS** payment solution in Australia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:527 +msgid "" +"You do not need a Stripe payment terminal to use Odoo as your main PoS " +"system. The only drawback of not using Stripe is that cashiers must manually" +" enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:532 +msgid ":doc:`Stripe Odoo Payment Provider <../payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:533 +msgid "" +":doc:`Stripe Odoo Payment Terminal " +"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:534 +msgid "`Stripe Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:535 +msgid "`Stripe Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:540 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +msgid "Payroll" +msgstr "薪資表" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:543 +msgid "Odoo is currently not compliant with STP Phase 2." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:546 +msgid "Create your employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:548 +msgid "" +"To create an **employee form** and fill in mandatory information, go to the " +"**Employees** app and click :guilabel:`Create`. In the :guilabel:`HR " +"Settings` tab, you can input the mandatory information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:552 +msgid "" +":guilabel:`TFN Status`: if the employee provides a TFN, make sure to add it " +"to the “TFN” field" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:553 +msgid ":guilabel:`Non-resident`: if the employee is a foreign resident" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:554 +msgid "" +":guilabel:`Tax-free Threshold`: if the employee is below or above the " +"threshold" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:555 +msgid "" +":guilabel:`HELP / STSL`: for all types of study and training support loans " +"(e.g. HELP, VSL, SSL…)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:556 +msgid ":guilabel:`Medicare levy Deduction`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:557 +msgid ":guilabel:`Medicare levy Exemption`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:558 +msgid ":guilabel:`Withholding for Extra Pay`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:559 +msgid "..." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:562 +msgid "Manage Australian contracts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:564 +msgid "" +"Once the employee form has been created, ensure the contract is enabled by " +"clicking the :guilabel:`Contracts` smart button or by going to " +":menuselection:`Employees --> Employees --> Contracts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:569 +msgid "" +"Only one contract can be active simultaneously per employee, but an employee" +" can be assigned consecutive contracts during their employment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:572 +msgid "" +"Contractual information related to Australia can be found in the following " +"**three** places:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:574 +msgid "" +"Before assigning a salary amount, pay frequency, and other important details" +" to a contract, defining the **salary structure**, **start date**, and " +"**work entry** source is important. In Australia, a \"Salary Structure\" is " +"employed to specify the tax schedule applicable to that contract, as defined" +" by the Australian Taxation Office (ATO). Most contracts will fall under the" +" following **three structures**:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:580 +msgid "" +"**Regular (Schedule 1)**: the great majority of Australian employees will " +"fall in this category; hence, this structure is assigned by default to all " +"contracts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:582 +msgid "" +"**Working holiday makers (Schedule 15)**. When employing working holiday " +"makers (WHMs), other taxes apply. For detailed information on these specific" +" tax implications, refer to the documentation provided by the **ATO**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:585 +msgid "" +"**No TFN**. Choose this structure if the employee hasn’t provided a **TFN** " +"for over **28** days." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Employees form in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:592 +msgid "" +"The structures **Horticulture/Shearing (Schedule 2)** and **Artists and " +"Performers (Schedule 3)** are only partially complete, and proper tests " +"should be performed before using them to pay employees in your production " +"database. Send your feedback to au-feedback@mail.odoo.com." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:596 +msgid "" +"The field :guilabel:`Work Entry Source` is also significant and defines how " +"**working hours** and **days** are accounted for in the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:599 +msgid "" +":guilabel:`Working Schedule`: work entries are automatically generated based" +" on the employee’s working schedule, starting from the contract's start " +"date.. For example, let’s assume that an employee works 38 hours a week, and" +" their contract’s begins on January 1st. Today is January 16th, and the user" +" generates a pay run from January 14th to 20th. The working hours on the " +"payslip will be automatically calculated to be 38 hours (5 * 7.36 hours) if " +"no leave is taken." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:604 +msgid "" +":guilabel:`Attendances`: The default working schedule is ignored, and work " +"entries are only generated after clocking in and out of the attendance app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:606 +msgid "" +":guilabel:`Planning`: The default working schedule is ignored, and work " +"entries are generated from planning shifts only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:610 +msgid "" +"Additional configurations are necessary to ensure that Odoo’s payslips " +"automatically compute various **penalty rates** as defined by an **award " +"(overtime rate, public holiday rate, etc)**. To create these configurations," +" create new work-entry types for each penalty rate and then assign a penalty" +" rate in % to each. Once this one-time configuration is done, work entries " +"can be manually imported for each period, and Odoo will separate the pay " +"items and rates on the employee’s payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:618 +msgid "Timesheets do not impact work entries in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:620 +msgid "" +"The :guilabel:`Salary Information` tab contains a few essential fields " +"impacting the frequency of pay runs and the management of payslip rules in " +"Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:623 +msgid "" +":guilabel:`Wage Type`: Select the :guilabel:`Fixed Wage` pay type for full-" +"time and part-time employees. For casual workers and other :guilabel:`Hourly" +" Wage` type. For employees being paid hourly, make sure to define the " +"correct **casual loading**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:626 +msgid "" +":guilabel:`Schedule Pay`: In Australia, only the following pay run " +"frequencies are accepted: **daily, weekly, bi-weekly (or fortnightly), " +"monthly, and quarterly**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:628 +msgid "" +":guilabel:`Wage` (/period): Assign a wage to the contract according to their" +" pay frequency. On payslips, the corresponding annual and hourly rates will " +"be automatically computed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:632 +msgid "" +"For hourly workers, please note that the hourly wage should exclude casual " +"loading." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:634 +msgid "" +"The :guilabel:`Australia` tab. Most of the fields in this tab are used for " +"**Single Touch Payroll** (or **STP**) reporting, which requires a thorough " +"understanding of several details from an employee’s contract. Review the " +"information on this tab before moving forward with pay runs. This includes " +"the following **four** fields which impact payslip computations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:639 +msgid "" +":guilabel:`Withholding Variation`: use this field in case the employee’s " +"withholding must be varied upward or downward according to their " +"circumstances. E.g., if employee X benefits from a 25% withholding " +"variation, their percentage of tax withheld will vary from whatever amount " +"they were supposed to pay according to their salary structure and situation " +"to a fixed 25%." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:643 +msgid "" +":guilabel:`Leave Loading`: if the employee benefits from a regular leave " +"loading, the value set in the field :guilabel:`Leave Loading Rate` (e.g., " +"17.5%) is added to any amount earned when taking annual or long service " +"leaves." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:646 +msgid "" +":guilabel:`Salary Sacrifice Superannuation`: any amount added to this field " +"is deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary. Then, this amount is added to the super " +"guarantee line of their payslip. E.g., if employee Y earns 5,000 AUD per " +"month and sacrifices 300 AUD to superannuation, their gross salary will be " +"4,700 AUD, and 300 AUD will be added on top of their normal super " +"contributions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:651 +msgid "" +":guilabel:`Salary Sacrifice Other`: any amount added to this field is " +"deducted, per pay frequency, from the employee’s basic salary before the " +"computation of the gross salary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:654 +msgid "" +"Once all important information has been entered, ensure the transition of " +"the contract's status from \"New\" to \"Running\" to facilitate its use in " +"pay runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "\"Australia\" payroll tab in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:661 +msgid "Assign superannuation accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:663 +msgid "" +"Upon receipt of superannuation details from a new employee, ensure the " +"creation of a new account in :menuselection:`Payroll --> Configuration --> " +"Super Accounts` to link it to the employee. Input the :guilabel:`Super " +"Fund`, :guilabel:`Member Since` date, and :guilabel:`TFN` number of the " +"employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:667 +msgid "" +"Suppose the employee uses a superannuation fund that does not exist in the " +"database yet. In that case Odoo creates a new one and centralises basic " +"information about this fund, such as its **ABN**, **address**, type " +"(**APRA** or **SMSF**), **USI**, and **ESA**. Super funds can be created or " +"imported in :menuselection:`Payroll --> Configuration --> Super Funds`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:673 +msgid "Odoo is currently not **SuperStream-compliant**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:676 +msgid "Create pay runs with payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:678 +msgid "" +"Odoo can create pay runs in **two** ways: via **batch** or via " +"**individual** payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:681 +msgid "Create a batch of payslips" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:683 +msgid "" +"When preparing to generate employees’ draft payslips (e.g., at the end of " +"every week, fortnight, or month), navigate to :menuselection:`Payroll --> " +"Payslips --> Batches` and click :guilabel:`New`. Fill in the necessary info," +" click :guilabel:`Generate Payslips`, select the :guilabel:`Salary " +"Structure`, :guilabel:`Department`, :guilabel:`Employees`, and " +":guilabel:`Generate`. This method allows the creation of multiple payslips " +"corresponding to each employee in a single batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:690 +msgid "Give the batch a name. (E.g., `2024 – Weekly W1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:691 +msgid "" +"Choose the pay run's start and end date. (E.g., 01/01/2024 to 07/01/2024)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:692 +msgid "" +"Click on :guilabel:`Generate`. A pop-up window asks to confirm which " +"employees should be included in the batch. By default, all active employees " +"are included. You can leave :guilabel:`Salary Structure` field blank as Odoo" +" automatically selects the structure linked to each employee’s contract." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:696 +msgid "" +"The batch creates as many payslips as there are employees. There is no limit" +" to the number of payslips created in a batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:698 +msgid "" +"Verify important information on each payslip. After payslips from a batch " +"have been generated, there is no need to manually compute payslip lines; " +"Odoo does it for you." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:702 +msgid "Create an individual payslip" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:704 +msgid "" +"In cases where the pay run does not fall into the category of regular " +"payslips, the option exists to create a pay run dedicated to a single " +"employee. Go to :menuselection:`Payroll --> Payslips --> All Payslips` and " +"click :guilabel:`New`. Employ this method when processing **one-time " +"payments** for employees, including **return-to-work** payments (**ATO " +"Schedule 4**), **employment termination** payments (**ATO Schedule 7 and " +"11**), and **commissions and bonuses** (**ATO Schedule 5**). When generating" +" an individual payslip, make sure to proceed with the following steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:711 +msgid "" +"Select an :guilabel:`Employee`; their :guilabel:`Contract` will be filled " +"out automatically" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:712 +msgid "Add a pay :guilabel:`Period`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:713 +msgid "Select a salary :guilabel:`Structure` (e.g., return-to-work payment)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:714 +msgid "" +"Unlike payslips generated from a batch, the payroll user must click the " +":guilabel:`Compute Sheet` button to generate payslip lines" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "One-time payments in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:721 +msgid "Understand payslip features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:723 +msgid "" +"The same features apply no matter how payslips are created (individually or " +"via batch)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:725 +msgid "" +"Depending on how work entries are created, the :guilabel:`Worked Days & " +"Inputs` table automatically shows the number of days and hours the employee " +"worked during the payslip period next to the corresponding total gross " +"amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:730 +msgid "" +"There is one line per work entry type, meaning **paid** and **unpaid time-" +"off**, in addition to custom **hourly penalty rates** (overtime, public " +"holidays, etc.) which are automatically added to the table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Worked days and hours in Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:737 +msgid "" +"In the :guilabel:`Other Inputs` section, You can add entries such as " +"**allowances** and **extra pay** items in the :guilabel:`Other Inputs` " +"section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:740 +msgid "" +"To incorporate various **allowances** into an employee's payslip, create " +"**allowances** in :menuselection:`Payroll --> Configuration --> Other Input " +"Types`. Once created, tick the :guilabel:`Is an Allowance` checkbox for the " +"involved allowances." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:745 +msgid "" +"Withholding for allowances is not computed automatically. The payroll user " +"has to use the field :guilabel:`Withholding for allowance` under the other " +"inputs table to manually add the total amount to be withheld across all " +"allowances on that payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:749 +msgid "" +"**Extra pay** items are other inputs added to the **payslip’s gross** and, " +"as a result, to the **withholding amount**. An example lies in regular sales" +" commissions, taxed at the same rate as the regular salary (unlike " +"discretionary bonuses, which fall under the ATO’s Schedule 5 and its " +"corresponding salary structure). To configure such a custom pay item, go to " +":menuselection:`Payroll --> Configuration --> Other Input Types` and create " +"a new entry with the code **EXTRA**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Extra pay item input type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:759 +msgid "" +"In the :guilabel:`Salary Computation` tab, the payroll user can verify " +"whether all the pay rules have been computed correctly as per employee, " +"contract and salary structure. Here are a few guidelines to better " +"understand the data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Salary computation in Odoo Payroll." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:766 +msgid "" +"**Basic salary:** amount from which tax-deductible lines can be subtracted" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:767 +msgid "" +"**Gross salary:** amount subject to the taxes defined by the salary " +"structure" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:768 +msgid "**Withholding:** tax amount to be paid to the **ATO**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:769 +msgid "**Net salary:** amount to be paid to the employee’s bank account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:770 +msgid "" +"**Superannuation Guarantee:** amount to be provisioned for quarterly " +"payments to the employee’s super account" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:772 +msgid "" +"**Allowances & Extra pay items:** these lines will show if other inputs are " +"added to the payslip." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:773 +msgid "" +"**Other lines:** depending on the employee and contract specifics (Medicare," +" child support, salary, sacrifice, etc.)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:776 +msgid "" +"When satisfied with the payslip, click :guilabel:`Create Draft entry` to " +"generate a draft accounting journal entry that the accountant can review. " +"Note that in the case of a payslip batch, this accounting entry will sum up " +"balances from all payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:781 +msgid "Pay employees" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:783 +msgid "" +"After a batch or a payslip’s journal entry has been posted, the company can " +"pay their employees. The user can choose between **two** different **payment" +" methods**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:786 +msgid "" +"Pay the employee in batch via **ABA** files. This is **only** possible from " +"the **payslip batch** level. Ensure the batch’s journal entry has been " +"posted to generate the **ABA** file. From the batch form view, click " +":guilabel:`Create ABA File` and choose the desired bank journal. The newly " +"generated **ABA** file becomes available for download in the field " +":guilabel:`ABA File`. It is possible to re-generate the ABA file after " +"applying corrections to existing payslips." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:793 +msgid "" +"It is always possible to include an individual payslip into an existing " +"batch in an **ABA** file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:797 +msgid "" +"An ABA file can only be generated if both the company’s bank account and " +"each employee’s bank account have been properly :ref:`configured " +"`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:800 +msgid "" +"From the employee's payslip (:menuselection:`Payroll --> Payslips`), once " +"the payslip's journal entry has been posted, click :guilabel:`Register " +"Payment`. The process is the same as :doc:`paying vendor bills " +"<../accounting/payments>`: select the desired bank journal and payment " +"method, then later reconcile the payment with the corresponding bank " +"statement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:806 +msgid "One-time payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:808 +msgid "" +"Certain payments, such as **Return-to-Work** payments and **Employment " +"Termination Payments** **(ETP)**, are processed only once and require a " +"slightly different approach." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:812 +msgid "Return-to-Work payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:814 +msgid "" +"A **Return-to-Work** payment is a payment made to an employee to resume " +"working. To process one, create an individual payslip, select the employee, " +"and modify its **regular structure** to :guilabel:`Australia: Return to " +"work`. Then, add the **gross amount** of that payment in the " +":guilabel:`Other Inputs` section and compute the payslip. Odoo automatically" +" computes the **PAYG withholding**, the **net amount**, and the **super " +"guarantee** corresponding to that payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Return-to-work payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:824 +msgid "Termination payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:826 +msgid "" +"Before proceeding with the employee’s ETP, make sure that a **Contract End " +"Date** has been set on that employee’s contract so that Odoo can " +"automatically compute the final prorated salary of that employee for the " +"current month." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:830 +msgid "" +"First, create the final salary for that employee this month. To do so, " +"create an individual payslip. If the contract end date is set correctly, " +"Odoo will automatically compute the prorated salary up to the final payslip " +"date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment worked days computation in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:838 +msgid "" +"We recommend creating a batch on the fly for that payslip, in which the ETP " +"is added as a second payslip of that same batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:841 +msgid "" +"Create a second individual payslip and include it in the same batch. Change " +"the salary structure on that payslip to :guilabel:`Australia: Termination " +"Payments`. Before computing the sheet, it is important to provide the " +"payslip with termination details ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Termination payment" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:848 +msgid "" +":guilabel:`Genuine` or :guilabel:`Non-Genuine Redundancy`. This choice " +"impacts the amounts and caps defined per **ETP** type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:850 +msgid "" +"**ETP types**: see the full list of termination payment types in " +":guilabel:`Other Input Types` by filtering by `ETP Type is Set`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst-1 +msgid "Payslip other inputs" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:856 +msgid "" +"Add the relevant **ETP type** in the :guilabel:`Other Inputs` table of the " +"payslip, then compute the payslip. Odoo computes the **gross ETP**, the " +"**withholding**, the **unused leaves**, and the **net salary** according to " +"the rules defined on the **ETP**, the **employee**, and their **contract**. " +"Once payment for both payslips is ready to be processed, an **ABA** file can" +" be created directly from the batch." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:865 +msgid "Employment Hero Australian Payroll" +msgstr "Employment Hero Australian Payroll" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:867 +msgid "" +"If your business is already up and running with `Employment Hero " +"`_, you can use our connector as an alternative" +" payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:870 +msgid "" +"The Employment Hero module synchronises payslip accounting entries (e.g., " +"expenses, social charges, liabilities, taxes) automatically from Employment " +"Hero to Odoo. Payroll administration is still done in Employment Hero. We " +"only record the **journal entries** in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:875 +msgid "KeyPay was rebranded as **Employment Hero** in March 2023." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:880 +msgid "" +":ref:`Activate ` the :guilabel:`Employment Hero Australian " +"Payroll` module (`l10n_au_keypay`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:882 msgid "" "Configure the **Employment Hero API** by going to :menuselection:`Accounting" " --> Configuration --> Settings`. More fields become visible after clicking " @@ -17967,7 +19789,7 @@ msgid "" "settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:30 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:890 msgid "" "You can find the API Key in the :guilabel:`My Account` section of the " "Employment Hero platform." @@ -17977,13 +19799,16 @@ msgstr "" msgid "\"Account Details\" section on the Employment Hero dashboard" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:895 msgid "" -"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`. " -"*Please do not change it.*" +"The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:898 +msgid "Do not change the **pre-filled Payroll URL**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/australia.rst:900 msgid "" "You can find the **Business ID** in the Employment Hero URL. (i.e., " "`189241`)" @@ -17993,15 +19818,15 @@ msgstr "" msgid "The Employment Hero \"Business ID\" number is in the URL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:905 msgid "You can choose any Odoo journal to post the payslip entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:908 msgid "How does the API work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:47 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:910 msgid "" "The API syncs the journal entries from Employment Hero to Odoo and leaves " "them in draft mode. The reference includes the Employment Hero payslip entry" @@ -18014,20 +19839,20 @@ msgid "" "Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:917 msgid "" -"By default, the synchronization happens once per week. You can fetch the " +"By default, the synchronisation happens once per week. You can fetch the " "records manually by going to :menuselection:`Accounting --> Configuration " "--> Settings` and, in the :guilabel:`Enable Employment Hero Integration` " "option, click on :guilabel:`Fetch Payruns Manually`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:58 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:921 msgid "" "Employment Hero payslip entries also work based on double-entry bookkeeping." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:60 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:923 msgid "" "The accounts used by Employment Hero are defined in the section " ":guilabel:`Payroll settings`." @@ -18037,7 +19862,7 @@ msgstr "" msgid "Chart of Accounts menu in Employment Hero" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:928 msgid "" "For the API to work, you need to create the same accounts as the default " "accounts of your Employment Hero business (**same name and same code**) in " @@ -18133,7 +19958,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:72 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -18151,22 +19976,22 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:83 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 msgid ":guilabel:`Country`" msgstr "" @@ -18227,7 +20052,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 msgid "Accounting settings" msgstr "" @@ -18333,12 +20158,6 @@ msgid "" ":guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 -msgid ":doc:`../accounting/get_started/chart_of_accounts`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 msgid "" "Default Belgian taxes are created automatically when the :guilabel:`Belgium " @@ -18438,10 +20257,6 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 -msgid ":doc:`Taxes <../accounting/taxes>`" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid ":doc:`../accounting/reporting/tax_returns`" @@ -18684,12 +20499,381 @@ msgid "Import SODA files" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 +msgid "CodaBox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +msgid "" +"**CodaBox** is a service that allows Belgian accounting firms accessing " +"their clients' bank information and statements. Odoo provides a way to " +"import such statements automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +msgid "" +"As an accounting firm, you must manage your clients on separate databases " +"and configure them individually to avoid mixing up their data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +msgid "" +"The configuration must be done on each client database. In the following " +"instructions, we will refer to your client's company as *Company* and to " +"your accounting firm as *Accounting Firm*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +msgid "" +"You must first :ref:`Install ` :guilabel:`CodaBox` and " +":guilabel:`CodaBox Bridge` to start." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +msgid "" +"Make sure the company settings are correctly configured, i.e., the country " +"is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and " +":guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax" +" ID` of the accounting firm (unless it is the same as the company's " +":guilabel:`Tax ID`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +msgid "Configure the Journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +msgid ":doc:`Create a new bank journal <../accounting/bank>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +msgid "Set the right IBAN in the :guilabel:`Account Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 +msgid "" +"Select :guilabel:`CodaBox synchronisation` as the :guilabel:`Bank Feed`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a CODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +msgid "For SODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +msgid "Create a new miscellaneous journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +msgid "Select the journal you just created in the SODA journal field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configuration of a SODA journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +msgid "Configure the Connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +msgid "" +"First, you must select which users can access the **CodaBox** connection " +"settings. To do so, go to :menuselection:`Settings --> Users & Companies -->" +" Groups`, and search for the group :guilabel:`Allow to show and modify the " +"CodaBox Connection Settings`. Add the users you want to this group. By " +"default, only the :guilabel:`Administrator` is part of this group." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +msgid "" +"Then, to configure the connection itself, go to :menuselection:`Accounting " +"--> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +msgid "" +"The procedure differs depending on whether **CodaBox** is being setup for a " +"first client or an additional one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +msgid "First connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +msgid "" +"Click on :guilabel:`Connect`, where you are redirected to the **CodaBox** " +"platform, here validate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +msgid "" +"Once redirected back to Odoo, the :guilabel:`Status` should be set to " +":guilabel:`Connected` and a new field :guilabel:`Access Token` should " +"appear." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Configured connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +msgid "" +"This :guilabel:`Access Token` will be used to create new connections for " +"other clients without having to validate the connection again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +msgid "Following connection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +msgid "Copy the :guilabel:`Access Token` from a previous connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +msgid "Click on :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +msgid "" +"The **CodaBox** connection linked to the :guilabel:`Access Token` should " +"still exist, therefore there is no need to validate the connection again. A " +"new and different :guilabel:`Access Token` is generated, and the " +":guilabel:`Status` should be set to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 +msgid "" +"By having a different :guilabel:`Access Token` for each client, you can " +"easily revoke the access of a client to your CodaBox account without " +"affecting the other clients. One client cannot interfere with another." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +msgid "Synchronisation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 +msgid "" +"Once the connection is established, Odoo can be synchronized with CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "" +"CODA files are automatically imported from CodaBox every 12 hours. You do " +"not have to do anything. However, if you wish, it can also be done manually," +" by clicking on :guilabel:`Fetch CODA's` in the Accounting Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch CODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +msgid "" +"SODA files are automatically imported from CodaBox once a day as draft. You " +"do not have to do anything. However, if you wish, it can also be done " +"manually, by clicking on :guilabel:`Fetch SODA's` in the Accounting " +"Dashboard." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:367 +msgid "" +"By default, if an account in the SODA is not mapped to an account in Odoo, " +"the Suspense Account (499000) is used and a note is left in the created " +"journal entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:0 +msgid "Manually fetch SODA's." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +msgid "" +"You can access the mapping between the SODA accounts and the Odoo accounts " +"by clicking on the :guilabel:`SODA Mapping` button in " +":menuselection:`Accounting --> Configuration --> Accounting: CodaBox`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 +msgid "" +"The connection between Odoo and CodaBox can be revoked by using the " +":guilabel:`Revoke` button in the CodaBox settings, which will revoke the " +"link on Odoo's side only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +msgid "" +"If you have multiple connections, you will still be able to use the Access " +"Token of one of them to easily reconnect Odoo and CodaBox for another " +"client." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +msgid "" +"However, if you have only one (remaining) connection, you will not be able " +"to use its Access Token to create new connections. In that case, you will " +"have to revoke the connection from the CodaBox platform too, and then " +"recreate a new one following the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 +msgid "Potential issues" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "CodaBox is not configured. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 +msgid "Either the Company VAT of the Accounting Firm VAT is not set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"It seems that the fiduciary VAT number you provided is not valid. Please " +"check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +msgid "" +"Either the Company VAT of the Accounting Firm VAT is in the wrong format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"It seems that the fiduciary VAT number you provided does not exist in " +"CodaBox. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:404 +msgid "" +"The Accounting Firm VAT number you provided is not registered in CodaBox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 +msgid "Error while connecting to the IAP server. Please contact Odoo support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 +msgid "" +"It seems that Odoo's IAP server is down or unreachable. Please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +msgid "" +"It seems that your CodaBox connection is not valid anymore. Please check " +"your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +msgid "" +"It seems that you have either revoked the access of Odoo to your CodaBox " +"account, or that you have not completed the configuration process. In this " +"case, you must click on the :guilabel:`Revoke connection` button in the " +"settings, and follow again the steps in the :ref:`first connection " +"` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 +msgid "" +"A previous CodaBox registration already exists. Paste the access token from " +"a previous connection here. Odoo will generate a new one, exclusive to this " +"database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +msgid "" +"It seems that you have already your Accounting Firm with Odoo, but that the " +"Access Token is either not filled or wrong. You should follow the steps in " +"the :ref:`following connection ` " +"tab section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +msgid "" +"If you have lost your Access Token, you have to go on the CodaBox platform, " +"and revoke the access of Odoo to your CodaBox account. Then, you will have " +"to follow the steps in the :ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "" +"The provided access token is not valid for this fiduciary. Please check your" +" configuration. If you have lost your access token, please contact Odoo " +"support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 +msgid "Same as above." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +msgid "" +"It seems that no connection linked to your database/VAT number exists. " +"Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +msgid "" +"You may obtain this error when revoking or trying to fetch files from " +"CodaBox if the pair (Accounting Firm VAT, Company VAT) is not registered " +"yet. This may happen if you have changed the company VAT after the " +"connection was established for instance. For security reasons, you have to " +"recreate a connection for this company VAT by following the steps in the " +":ref:`first connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +msgid "No files were found. Please check your configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "" +"This may occur if the company VAT has changed after the connection was " +"established. In that case, you must click on the :guilabel:`Revoke " +"connection` button in the settings, and recreate the connection." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +msgid "" +"It seems you have already created a connection to CodaBox with this " +"fiduciary. To create a new connection, you must first revoke the old one on " +"myCodaBox portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:441 +msgid "" +"You must go on the CodaBox platform, and revoke the access of Odoo to your " +"CodaBox account. Then, you will have to follow the steps in the :ref:`first " +"connection ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "電子發票" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "" "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing " "format. To enable it for a customer, go to :menuselection:`Accounting --> " @@ -18698,38 +20882,38 @@ msgid "" "format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 #: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 msgid "" "In Belgium, if an early payment discount is offered on an invoice, the tax " "is calculated based on the discounted total amount, whether the customer " "benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 msgid "" "To apply the right tax amount and report it correctly in your VAT return, " "set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:267 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "" "In Belgium, the owner of a cooking business such as a restaurant or food " "truck is required by law to use a government-certified **Cash Register " @@ -18737,7 +20921,7 @@ msgid "" "(excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 msgid "" "This government-certified system entails the use of a :ref:`certified POS " "system `, along with a device called a :ref:`Fiscal " @@ -18745,76 +20929,76 @@ msgid "" "`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:283 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 msgid "" "Do not forget to register as *foodservice industry manager* on the `Federal " "Public Service Finance registration form " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 msgid "" "The Odoo POS system is certified for the major versions of databases hosted " "on **Odoo Online** and **Odoo.sh**. Please refer to the following table to " "ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 #: ../../content/applications/finance/payment_providers/stripe.rst:17 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:300 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 msgid "On-Premise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:316 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "Certified" msgstr "已認證" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:513 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 msgid "Not certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Odoo 15.2" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:314 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid ":doc:`/administration/maintain/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "" "A `certified POS system " "`_ must " @@ -18822,52 +21006,52 @@ msgid "" "differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "" "Set up and use the **global discounts** feature (the `pos_discount` module " "is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "" "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is" " blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 msgid "" "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be " "activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:334 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 msgid "" "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` " "feature must be activated and set to a :guilabel:`Rounding Precision` of " "`0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 msgid "" "Taxes must be set as included in the price. To set it up, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, and from the " @@ -18876,7 +21060,7 @@ msgid "" ":guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "" "At the start of a POS session, users must click :guilabel:`Work in` to clock" " in. Doing so allows the registration of POS orders. If users are not " @@ -18884,17 +21068,17 @@ msgid "" ":guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "" "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you " "cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 msgid "" "An FDM, or **black box**, is a government-certified device that works " "together with the Point of Sale application and saves your POS orders " @@ -18903,7 +21087,7 @@ msgid "" "verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "" "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC01 " "`_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "" "Before setting up your database to work with an FDM, ensure you have the " "following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:574 msgid "a **Boîtenoire.be** (certificate number BMC01) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:578 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 msgid "" "As a pre-requisite, :ref:`activate ` the `Belgian " "Registered Cash Register` module (technical name: `pos_blackbox_be`)." @@ -18951,7 +21135,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "" "Once the module is activated, add your VAT number to your company " "information. To set it up, go to :menuselection:`Settings --> Companies --> " @@ -18966,25 +21150,25 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "" "To input your information, click on your avatar, go to :menuselection:`My " "Profile --> Preference tab`, and enter your INSZ or BIS number in the " "designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "" "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the " "production database. Utilizing it in a testing environment may result in " "incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "IoT Box" msgstr "IoT 盒子" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:613 msgid "" "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered " "IoT Box. To register your IoT box, you must contact us through our `support " @@ -18992,19 +21176,19 @@ msgid "" "information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:621 msgid "" "Once your IoT box is certified, :doc:`connect " "<../../productivity/iot/config/connect>` it to your database. To verify that" @@ -19016,7 +21200,7 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "" "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale" " --> Configuration --> Point of Sale`, select your POS, scroll down to the " @@ -19024,17 +21208,17 @@ msgid "" "Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:633 msgid "" "To be able to use an FDM, you must at least connect one :guilabel:`Receipt " "Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:638 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:640 msgid "" "When you open a POS session and make your initial transaction, you are " "prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`." @@ -19582,10 +21766,6 @@ msgid "" "that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 -msgid "Tax computation" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid "Tax calculations on quotations and sales orders" msgstr "" @@ -19761,7 +21941,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:599 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" @@ -19992,7 +22172,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:40 -msgid ":guilabel:`Chile - E-invoiving`" +msgid ":guilabel:`Chile - E-invoicing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:41 @@ -20022,7 +22202,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:48 -msgid ":guilabel:`Electronic Esports of Goods for Chile`" +msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:49 @@ -20037,12 +22217,10 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:56 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:53 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "`l10n_cl_edi_stock`" msgstr "" @@ -20055,24 +22233,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:58 msgid "" -"Includes all technical and functional requirements to generate delivery " -"guides online based on the :abbr:`SII (Servicio de Impuestos Internos)` " -"regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:62 -msgid "" "Odoo automatically installs the appropriate package for the company " "according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:64 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "" "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 msgid "" "All features are only available if the company already completed the `SII " "Sistema de Facturación de Mercado " @@ -20080,110 +22251,110 @@ msgid "" " certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 msgid "" "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure " "the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:86 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid "" ":guilabel:`Tax ID`: enter the identification number for the selected " ":ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:89 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "" ":guilabel:`Company Activity Description`: enter a short description of the " "company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid "" "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings " "--> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:97 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:99 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:111 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid "" ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to " "customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 msgid "" ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees" " receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:113 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:114 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 msgid "" ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de " "Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 msgid "" ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio " "Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos " @@ -20191,11 +22362,11 @@ msgid "" "the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 msgid "" ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in" " demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos " @@ -20204,15 +22375,15 @@ msgid "" "demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:139 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -20220,11 +22391,11 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:148 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box " "Electronic Invoicing` can be defined to receive your customers' claim and " @@ -20234,50 +22405,50 @@ msgid "" "Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 msgid "" "In order to receive your SII documents, it's necessary to set up your own " "email server. More information on how to do this can be found in this " "documentation: :doc:`../../general/email_communication/email_servers`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid "" "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click " ":guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:169 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 msgid "" ":guilabel:`Local Server`: uses a local script to fetch emails and create new" " records. The script can be found in the :guilabel:`Configuration` section " "with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 msgid "" ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials " "to be configured in the general settings. A direct link to the configuration" " can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 msgid "" ":guilabel:`DTE Server`: enable this option. By checking this option, this " "email account will be used to receive the electronic invoices from the " @@ -20288,29 +22459,29 @@ msgid "" "CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:186 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 msgid "" ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using " "the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:187 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -20318,19 +22489,19 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:195 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 msgid "" "Before going live, it is recommended to archive or remove all emails related" " to vendor bills that are not required to be processed in Odoo from your " "inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 #: ../../content/applications/finance/fiscal_localizations/peru.rst:219 msgid "Certificate" msgstr "證書" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 msgid "" "A digital certificate in `.pfx` format is required to generate the " "electronic invoice signature. To add one, click :guilabel:`Configure " @@ -20338,24 +22509,24 @@ msgid "" "section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 msgid "" ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select " "the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid "" ":guilabel:`Subject Serial Number`: depending on the certificate format, the " "field might not be automatically populated. In that case, enter the " "certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:212 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 msgid "" ":guilabel:`Certificate Owner`: select one if you need to restrict the " "certificate for a specific user. Leave the field empty to share it with all " @@ -20366,13 +22537,13 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 #: ../../content/applications/finance/fiscal_localizations/peru.rst:230 msgid "Multicurrency" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 msgid "" "The official currency rate is provided by `Chilean mindicador.cl " "`_. Navigate to :menuselection:`Accounting --> " @@ -20381,12 +22552,12 @@ msgid "" "select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 msgid "" "Configuring partner contacts is also required to send :abbr:`SII (Servicio " "de Impuestos Internos)` electronic invoices. Open the " @@ -20394,43 +22565,43 @@ msgid "" " new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1048 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:83 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 msgid ":guilabel:`Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid "" ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "" ":guilabel:`Delivery Guide Price`: select which price the delivery guide " "displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid "" "The :guilabel:`DTE Email` is the email used for sending electronic documents" " and must be set in the contact that will be part of an electronic document." @@ -20440,13 +22611,13 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "" "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos " "Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 msgid "" "Document types are created automatically upon installation of the " "localization module, and can be managed by navigating to " @@ -20457,56 +22628,56 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 msgid "" "Several document types are inactive by default but can be activated by " "toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "" "The journal related to the invoice, identifying if the journal uses " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 msgid "" "The condition applied based on the type of issuer and recipient (e.g., the " "buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "" "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "" "For retail stores it is common to have one journal per :abbr:`POS (Point of " "Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 msgid "" "The *purchase* transactions can be managed with a single journal, but " "sometimes companies use more than one journal in order to handle some " @@ -20514,32 +22685,32 @@ msgid "" "configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid "" "To create a sales journal, navigate to :menuselection:`Accounting --> " "Configuration --> Journals`. Then, click the :guilabel:`New` button, and " "fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 msgid "" ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for " "customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "" ":guilabel:`Point of sale type`: if the sales journal will be used for " "electronic documents, the option :guilabel:`Online` must be selected. " @@ -20548,7 +22719,7 @@ msgid "" "portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid "" ":guilabel:`Use Documents`: check this field if the journal will use document" " types. This field is only applicable to purchase and sales journals that " @@ -20556,7 +22727,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid "" "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default" " Income Account` and :guilabel:`Dedicated Credit Note Squence` in the " @@ -20564,11 +22735,11 @@ msgid "" "required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 msgid "" "A *folio authorization code* (CAF) is required for each document type that " "will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is" @@ -20577,7 +22748,7 @@ msgid "" "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 msgid "" "Your company can request multiple folios and obtain several :abbr:`CAFs " "(Folio Authorization Codes)` linked to different folio ranges. These " @@ -20586,14 +22757,14 @@ msgid "" " type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 msgid "" "Please refer to the `SII documentation " "`_ to check the details on how " "to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "" "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII " "(Servicio de Impuestos Internos)` are different from production to test " @@ -20601,11 +22772,11 @@ msgid "" "Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 msgid "" "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired " "from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to " @@ -20616,14 +22787,14 @@ msgid "" ":guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 msgid "" "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, " "when a transaction is used for this document type, the invoice number takes " "the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "" "The document types have to be active before uploading the :abbr:`CAF (Folio " "Authorization Code)` files. In case some folios have been used in the " @@ -20631,60 +22802,60 @@ msgid "" "transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 msgid "" "The chart of accounts is installed by default as part of the data set " "included in the localization module. The accounts are mapped automatically " "in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 #: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 msgid "Transfer Accounts" msgstr "Transfer Accounts" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 msgid "Conversion Rate" msgstr "轉換率" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 msgid "" "As part of the localization module, taxes are created automatically with " "their related financial account and configuration. These taxes can be " "managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 msgid "" "In the Chilean localization, the electronic invoice workflow includes " "customer invoice issuance and vendor bill reception. The following diagram " @@ -20696,11 +22867,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way. For Chile, one of the differences is the " @@ -20713,32 +22884,32 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 msgid "" ":guilabel:`Documents type 33` electronic invoice must have at least one item" " with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` " "rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:879 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:875 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "" "Once all invoice information is filled, either manually or automatically " "when generated from a sales order, validate the invoice. After the invoice " "is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created " "automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio " "de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." @@ -20748,7 +22919,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated " "automatically by Odoo with a scheduled action that runs every day at night, " @@ -20761,7 +22932,7 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 msgid "" "The first step is to send the :abbr:`DTE (Documentos Tributarios " "Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can" @@ -20772,7 +22943,7 @@ msgid "" " Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 msgid "" "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, " "Odoo updates the :guilabel:`DTE status`. To do it manually, click on the " @@ -20785,7 +22956,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 msgid "" "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos " "Internos)` before acceptance or rejection. It's recommended to **NOT** " @@ -20796,26 +22967,26 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid "" "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can" " take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 msgid "" ":guilabel:`Accepted`: indicates the invoice information is correct, our " "document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid "" ":guilabel:`Accepted with objections`: indicates the invoice information is " "correct, but a minor issue was identified, nevertheless the document is now " "fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 msgid "" ":guilabel:`Rejected`: indicates the invoice information is incorrect and " "must be corrected. Details are sent to emails you registered in the " @@ -20824,21 +22995,21 @@ msgid "" " is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 msgid "" "Make the required corrections based on the message received from the " ":abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 msgid "Post the invoice again." msgstr "" @@ -20846,11 +23017,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 msgid "" "When the invoice is created, as a result of another fiscal document, the " "information related to the originator document must be registered in the " @@ -20864,14 +23035,14 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 #: ../../content/applications/finance/fiscal_localizations/india.rst:271 #: ../../content/applications/finance/fiscal_localizations/peru.rst-1 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -20882,36 +23053,36 @@ msgstr "" msgid "SII Validation fiscal elements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:519 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "`pdf417gen `_ library. Use the " "following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:534 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 msgid "" "Subsequently, if commercial terms and invoice data are correct, an " "acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:536 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -20919,11 +23090,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:543 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:545 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:541 msgid "" "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos " "Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for" @@ -20936,12 +23107,12 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:555 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:557 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:553 msgid "" "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio " "de Impuestos Internos)`, but these are some of the common errors you might " @@ -21033,34 +23204,34 @@ msgid "" "of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "" "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "" "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect" " or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 msgid "" "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único " "Tributario)` number (this should be correct by default) is incorrect or " "missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:594 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:601 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:597 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a :abbr:`CAF" @@ -21075,16 +23246,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:609 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:665 msgid "Use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:616 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:618 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:614 msgid "" "In case you need to cancel or invalidate an invoice, navigate to " ":menuselection:`Accounting --> Customers --> Invoices` and select the " @@ -21098,11 +23269,11 @@ msgstr "" msgid "Credit note canceling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:628 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:630 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:626 msgid "" "If a correction in the invoice information is required, for example the " "street name on the original invoice is wrong, then use the button " @@ -21116,7 +23287,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:639 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:635 msgid "" "Odoo creates a credit note with the corrected text in an invoice and " ":guilabel:`Price` `0.00`." @@ -21126,17 +23297,17 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "" "Make sure to define the :guilabel:`Default Credit Account` in the sales " "journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:650 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:652 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:648 msgid "" "When a correction on the amounts is required, use the button :guilabel:`Add " "Credit note` and select :guilabel:`Partial Refund`. In this case the " @@ -21150,23 +23321,23 @@ msgid "" "code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:659 msgid "" "In Chilean localization, debit notes, in addition to credit notes, can be " "created using the :guilabel:`Add Debit Note` button, with two main use " "cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:672 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:670 msgid "" "The primary use case for debit notes is to increase the value of an existing" " invoice. To do so, select option :guilabel:`3. Corrige el monto del " @@ -21177,7 +23348,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:678 msgid "" "In this case Odoo automatically includes the :guilabel:`Source Invoice` in " "the :guilabel:`Cross Reference` tab." @@ -21187,16 +23358,16 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:686 msgid "" "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:693 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:695 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:691 msgid "" "In Chile, debits notes are used to cancel a valid credit note. To do this, " "click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: " @@ -21208,55 +23379,55 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:702 msgid "" "As part of the Chilean localization, you can configure your incoming email " "server to match the one you have registered in the :abbr:`SII (Servicio de " "Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "" "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios " "Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "" "As soon as the vendor email with the attached :abbr:`DTE (Documentos " "Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:718 msgid "" "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:725 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:727 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:723 msgid "" "If all the commercial information is correct on your vendor bill, then you " "can accept the document using the :guilabel:`Aceptar Documento` button. Once" @@ -21268,11 +23439,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:736 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 msgid "Claim" msgstr "領取" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:738 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:734 msgid "" "In case there is a commercial issue or the information is not correct on " "your vendor bill, you can claim the document before validating it, using the" @@ -21287,7 +23458,7 @@ msgid "" "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:744 msgid "" "If you claim a vendor bill, the status changes from :guilabel:`Draft` to " ":guilabel:`Cancel` automatically. Considering this as best practice, all the" @@ -21295,12 +23466,12 @@ msgid "" "accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:753 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 msgid "" "To install the :guilabel:`Delivery Guide` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21308,7 +23479,7 @@ msgid "" "Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "" ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21316,14 +23487,14 @@ msgid "" "installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 msgid "" "The *Delivery Guide* module includes the ability to send the :abbr:`DTE " "(Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos " "Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21333,46 +23504,46 @@ msgid "" ":abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid "" "Verify the following important information in the :guilabel:`Price for the " "Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "" ":guilabel:`From Sales Order`: delivery guide takes the product price from " "the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "" ":guilabel:`From Product Template`: Odoo takes the price configured in the " "product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:781 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 msgid "" "Electronic delivery guides are used to move stock from one place to another " "and they can represent sales, sampling, consignment, internal transfers, and" " basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 msgid "" "A delivery guide should **not** be longer than one page or contain more than" " 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 msgid "" "When a sales order is created and confirmed, a delivery order is generated. " "After validating the delivery order, the option to create a delivery guide " @@ -21383,13 +23554,13 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:800 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "" "When clicking on :guilabel:`Create Delivery Guide` for the first time, a " "warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 msgid "" "`No se encontró una secuencia para la guía de despacho. Por favor, " "establezca el primer número dentro del campo número para la guía de " @@ -21400,7 +23571,7 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:810 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:806 msgid "" "This warning message means the user needs to indicate the next sequence " "number Odoo has to take to generate the delivery guide (e.g. next available " @@ -21410,18 +23581,18 @@ msgid "" "(Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:814 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:890 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "" "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" @@ -21430,7 +23601,7 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every night. To get a response from the :abbr:`SII " @@ -21438,7 +23609,7 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 msgid "" "Once the delivery guide is sent, it may then be printed by clicking on the " ":guilabel:`Print Delivery Guide` button." @@ -21448,7 +23619,7 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:837 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "" "Delivery guide will have fiscal elements that indicate that the document is " "fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* " @@ -21456,18 +23627,18 @@ msgid "" ":ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:839 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:845 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "" "To install the :guilabel:`Electronic Receipt` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " ":guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 msgid "" ":guilabel:`Chile - Electronic Receipt` has a dependency with " ":guilabel:`Chile - Facturación Electrónica`. Odoo will install the " @@ -21475,7 +23646,7 @@ msgid "" "module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:850 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21485,7 +23656,7 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:856 msgid "" "Electronic receipts are useful when clients do not need an electronic " "invoice. By default, there is a partner in the database called " @@ -21499,7 +23670,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:865 msgid "" "Although electronic receipts should be used for final consumers with a " "generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific" @@ -21513,7 +23684,7 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:877 msgid "" "When all of the electronic receipt information is filled, manually (or " "automatically) proceed to validate the receipt from the sales order. By " @@ -21523,11 +23694,11 @@ msgid "" ":guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:882 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "" "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax " "Document) is created automatically and added to the :guilabel:`chatter`." @@ -21537,7 +23708,7 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:892 msgid "" "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled" " action that runs every day at night. To get a response from the :abbr:`SII " @@ -21545,18 +23716,18 @@ msgid "" " to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:896 msgid "" "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt " "follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:900 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:906 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "" "To install the :guilabel:`Electronic Exports of Goods` module, go to " ":menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click " @@ -21564,13 +23735,13 @@ msgid "" " Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:911 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:907 msgid "" ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency " "with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:914 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "" "Once all configurations have been made for :ref:`electronic invoices " "` (e.g., uploading a valid company certificate, " @@ -21580,14 +23751,14 @@ msgid "" "acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:916 msgid "" "Electronic invoices for the export of goods are tax documents that are used " "not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also " "used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:921 msgid "Contact configurations" msgstr "" @@ -21595,11 +23766,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:928 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 msgid "" "When creating an electronic exports of goods invoice, these new fields in " "the :guilabel:`Other Info` tab are required to comply with Chilean " @@ -21610,11 +23781,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:942 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 msgid "" "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de " "Impuestos Internos)` and the PDF is printed, it includes the fiscal elements" @@ -21626,11 +23797,11 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:953 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:951 msgid "" "To install the :guilabel:`Chilean eCommerce` module, go to " ":menuselection:`Apps, search for the module by its technical name " @@ -21641,32 +23812,32 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:960 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "" "Effectively let the final client decide the electronic document to be " "generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:965 msgid "" "Once all of the configurations are made for the Chilean :ref:`electronic " "invoice ` flow, the following configurations are " "required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 msgid "" "To configure your website to generate electronic documents during the sale " "process, go to :menuselection:`Website --> Configuration --> Settings --> " @@ -21679,20 +23850,20 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 msgid "" "Since an online payment needs to be confirmed for the *automatic invoice* " "feature to generate the document, a payment provider must be configured for " "the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "" "Review the :doc:`../payment_providers` documentation for information on " "which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:989 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "" "It is also recommended to configure your products so they are able to be " "invoiced when an online payment is confirmed. To do so, go to " @@ -21705,12 +23876,12 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:995 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 msgid "" "Clients from Chile will be able to select if they need an **invoice** or a " "**ballot** for their purchase with an extra step added during the checkout " @@ -21721,7 +23892,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1004 msgid "" "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal " "fields are required to be filled out, including the :guilabel:`Activity " @@ -21733,31 +23904,31 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "" "If the client selects the :guilabel:`Electronic Receipts` option, they will " "be directed to the next step, and the electronic document will be generated " "for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1015 msgid "" "Clients from countries other than Chile, will have their electronic receipts" " automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1019 msgid "" "If a purchase through eCommerce requires an export, the customer will need " "to contact your company to generate an electronic export invoice (*document " "type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1028 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1024 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 msgid "" "To install the :guilabel:`Chilean Module for Point of Sale`, go to the " ":menuselection:`Apps` application on the main Odoo dashboard, search for the" @@ -21769,31 +23940,31 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1036 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1041 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "" "Support the required fiscal fields for contacts created in the *Point of " "Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1038 msgid "" "Effectively lets the final client decide the type of electronic document to " "be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1046 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "" "To configure contacts with the required fiscal information, review the " ":ref:`partner information ` section, or directly " @@ -21801,23 +23972,23 @@ msgid "" "Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1054 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1050 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1055 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1053 msgid ":guilabel:`RUT`" msgstr "" @@ -21825,7 +23996,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 msgid "" "To configure the products, navigate to :menuselection:`Point of Sale --> " "Products --> Products` and select a product record. In the :guilabel:`Sales`" @@ -21838,21 +24009,21 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1068 msgid "" "Optionally, the following features are available for configuration in the " ":menuselection:`Point of Sale --> Configuration --> Settings --> Bills & " "Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1075 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "" ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be " "printed on the user's receipt so they can easily request an invoice after " "their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1077 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 msgid "" ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code " "to be generated on the receipt, allowing the user to request an invoice " @@ -21863,17 +24034,17 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "" "The following sections cover the invoicing flows for the *Point of Sale* " "application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "" "When making a purchase as an anonymous user that does not request an " "electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final " @@ -21884,7 +24055,7 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid "" "If the client requests a credit note due to a return of their purchase, the " "credit note should be made using the *Accounting* app. See the :doc:`credit " @@ -21892,11 +24063,11 @@ msgid "" "documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "" "When specific user makes a purchase that does not request an electronic " "invoice, Odoo automatically selects the contact for the order as the " @@ -21908,19 +24079,19 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "" "If the client requests a credit note because of a return of this type of " "purchase, the credit note and return process can be managed directly from " "the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1117 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 msgid "" "When clients request an electronic invoice, it is possible to select or " "create the required contact with their fiscal information. When the payment " @@ -21932,18 +24103,18 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "" "For both the electronic receipts and invoices, if the product is not " "affected by taxes, Odoo detects this and generates the correct type of " "document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1132 msgid "Returns" msgstr "退回" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 msgid "" "For electronic receipts (not generated for the *Consumidor Final Anónimo*) " "and electronic invoices, it is possible to manage the process to return " @@ -21955,7 +24126,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "" "Orders can be searched by the order status or by contact, and be selected " "for the refund to be based on the client's original order." @@ -21965,24 +24136,24 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "" "When the return payment is validated, Odoo generates the necessary credit " "note, referencing the original receipt or invoice, partially or fully " "canceling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1153 msgid "" "`Smart tutorial - Electronic invoicing for point of sale " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -21990,7 +24161,7 @@ msgid "" " time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1170 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> " "Balance Sheet` and selecting in the :guilabel:`Report` field the option " @@ -22005,11 +24176,11 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1185 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 msgid "" "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos " "Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales " @@ -22018,13 +24189,13 @@ msgid "" "improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "" "This record is supplied by the electronic tax documents (DTE's) that have " "been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1193 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 msgid "" "You can find this report in :menuselection:`Accounting --> Reporting --> Tax" " Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta " @@ -22035,7 +24206,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 msgid "" "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` " "and the :guilabel:`Proportional Factor for the fiscal year` from the " @@ -22046,7 +24217,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 msgid "" "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -24097,8 +26268,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/asiapay.rst:34 #: ../../content/applications/finance/payment_providers/buckaroo.rst:27 #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:27 -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 msgid "Configuration on Odoo" msgstr "" @@ -25613,7 +27784,6 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:17 msgid "" "Be careful, you can only change the accounting package as long as you have " "not created any accounting entry." @@ -31578,7 +33748,7 @@ msgstr "" msgid "" "The same process above can also be done for a *single* vendor :doc:`payment " "<../accounting/payments>` if they were linked to one or more :doc:`vendor " -"bills <../accounting/payments/multiple>` with applied withholding taxes." +"bills <../accounting/payments>` with applied withholding taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:86 @@ -32172,13 +34342,11 @@ msgid "Spain" msgstr "西班牙" #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 -msgid "Spanish Chart of Accounts" +msgid "Spanish chart of accounts" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:8 -msgid "" -"In Odoo, there are several Spanish Chart of Accounts that are available by " -"default:" +msgid "Several Spanish charts of accounts are available by default in Odoo:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:10 @@ -32195,39 +34363,57 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:14 msgid "" -"You can choose the one you want by going in :menuselection:`Accounting --> " -"Configuration` then choose the package you want in the **Fiscal " -"Localization** section." +"To choose the one you want, go to :menuselection:`Accounting --> " +"Configuration --> Settings`, then select a package in the :guilabel:`Fiscal " +"localization` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:20 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:18 msgid "" "When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed" " by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:23 -msgid "Spanish Accounting Reports" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:25 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:21 msgid "" -"If the Spanish Accounting Localization is installed, you will have access to" -" accounting reports specific to Spain:" +"You can only change the accounting package as long as you have not created " +"any accounting entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:28 -msgid "Tax Report (Modelo 111)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid "Spanish accounting reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:29 -msgid "Tax Report (Modelo 115)" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid "" +"If the Spanish accounting localization is installed, you have access to " +"accounting reports specific to Spain:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +msgid "Tax Report (Modelo 111)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:31 +msgid "Tax Report (Modelo 115)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "Tax Report (Modelo 303)" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +msgid "Tax Report (Modelo 347)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:34 +msgid "Tax Report (Modelo 349)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +msgid "Tax Report (Modelo 390)" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:3 msgid "Switzerland" msgstr "瑞士" @@ -32431,17 +34617,6 @@ msgstr "" msgid "TVA 7.7%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:120 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:124 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:126 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:128 -msgid "Purchases" -msgstr "採購" - #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:122 @@ -33111,10 +35286,6 @@ msgid "" " other providers are available under the :guilabel:`Service` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -msgid "Payroll" -msgstr "薪資表" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:152 msgid "" "The :guilabel:`UAE - Payroll` module creates the necessary **salary rules** " @@ -33578,6 +35749,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:73 #: ../../content/applications/finance/payment_providers.rst:91 +#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:139 msgid "Odoo" msgstr "Odoo" @@ -33585,6 +35757,7 @@ msgstr "Odoo" #: ../../content/applications/finance/payment_providers.rst:74 #: ../../content/applications/finance/payment_providers.rst:92 #: ../../content/applications/finance/payment_providers.rst:104 +#: ../../content/applications/finance/payment_providers.rst:128 #: ../../content/applications/finance/payment_providers.rst:140 #: ../../content/applications/finance/payment_providers.rst:143 msgid "|V|" @@ -33609,7 +35782,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:109 #: ../../content/applications/finance/payment_providers.rst:115 #: ../../content/applications/finance/payment_providers.rst:121 -#: ../../content/applications/finance/payment_providers.rst:127 #: ../../content/applications/finance/payment_providers.rst:133 msgid "The provider website" msgstr "" @@ -34175,10 +36347,10 @@ msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:51 #: ../../content/applications/finance/payment_providers/buckaroo.rst:37 #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:133 msgid ":doc:`../payment_providers`" @@ -34597,8 +36769,8 @@ msgstr "" #: ../../content/applications/finance/payment_providers/amazon_payment_services.rst:44 #: ../../content/applications/finance/payment_providers/asiapay.rst:47 #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:33 -#: ../../content/applications/finance/payment_providers/razorpay.rst:36 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -35243,17 +37415,26 @@ msgid "" ":guilabel:`Access token`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:29 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst-1 +msgid "Production and testing credentials in Mercado Pago." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:32 msgid "" ":ref:`Navigate to the payment provider Mercado Pago " "` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:31 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:34 msgid "" "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` " -"with the value you saved at the step " -":ref:`payment_providers/mercado_pago/configure_dashboard`." +"with the value you saved at the " +":ref:`payment_providers/mercado_pago/configure_dashboard` step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:40 +msgid "" +"`Mercado Pago Odoo webinar `_" msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:3 @@ -35750,30 +37931,37 @@ msgstr "" msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:31 +#: ../../content/applications/finance/payment_providers/razorpay.rst:29 +msgid "" +"The :guilabel:`Recurring payments` feature must be activated if you want to " +"make recurring payments. Send a request to the `Razorpay Support team " +"`_ to enable recurring payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 msgid "" ":ref:`Navigate to the payment provider Razorpay `" " and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:33 +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 msgid "" "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, " ":guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you " "saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +#: ../../content/applications/finance/payment_providers/razorpay.rst:47 msgid "If you configure Odoo to capture amounts manually:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +#: ../../content/applications/finance/payment_providers/razorpay.rst:49 msgid "" "Be aware that the **manual voiding** of a transaction is not supported by " "Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +#: ../../content/applications/finance/payment_providers/razorpay.rst:50 msgid "" "After **five days**, if the transaction hasn't been captured yet, it'll " "automatically be **voided**." @@ -36377,11 +38565,24 @@ msgid "Signature status" msgstr "" #: ../../content/applications/finance/sign.rst:104 +msgid "Validity dates and reminders" +msgstr "" + +#: ../../content/applications/finance/sign.rst:106 +msgid "" +"You can set **validity dates** on limited-duration agreement documents or " +"send **automatic email reminders** to obtain signatures on time. From your " +"dashboard, click :guilabel:`Send` on your document. On the new page, go to " +"the :guilabel:`Options` section and fill in the :guilabel:`Valid Until` and " +":guilabel:`Reminder` fields." +msgstr "" + +#: ../../content/applications/finance/sign.rst:112 #: ../../content/applications/finance/spreadsheet/templates.rst:3 msgid "Templates" msgstr "範本" -#: ../../content/applications/finance/sign.rst:106 +#: ../../content/applications/finance/sign.rst:114 msgid "" "You can create document templates when you have to send the same document " "several times. From your dashboard, click :guilabel:`Upload a PDF template`." @@ -36390,7 +38591,7 @@ msgid "" "selecting the one you want." msgstr "" -#: ../../content/applications/finance/sign.rst:111 +#: ../../content/applications/finance/sign.rst:119 msgid "" "Click :guilabel:`Template Properties` to add :guilabel:`Tags` to your " "template, define a :guilabel:`Signed Document Workspace`, add " @@ -36400,40 +38601,41 @@ msgid "" "the use of your template to specific authorized users or groups." msgstr "" -#: ../../content/applications/finance/sign.rst:117 +#: ../../content/applications/finance/sign.rst:125 msgid "" "Your templates are visible by default on your dashboard. You can click " ":guilabel:`Send` to quickly send a document template to a signer or " ":guilabel:`Sign Now` if you are ready to sign your document immediately." msgstr "" -#: ../../content/applications/finance/sign.rst:122 +#: ../../content/applications/finance/sign.rst:130 msgid "" "You can **create a template from a document that was previously sent**. To " "do so, go to :menuselection:`Documents --> All Documents`. On the document " -"you want to retrieve, click on ⋮, then :guilabel:`Template`. Click on ⋮ " +"you want to retrieve, click on the the vertical ellipsis (:guilabel:`⋮`), " +"then :guilabel:`Template`. Click on the vertical ellipsis (:guilabel:`⋮`) " "again, then :guilabel:`Restore`. Your document now appears on your dashboard" " next to your other templates." msgstr "" -#: ../../content/applications/finance/sign.rst:130 +#: ../../content/applications/finance/sign.rst:139 msgid "Roles" msgstr "Roles" -#: ../../content/applications/finance/sign.rst:132 +#: ../../content/applications/finance/sign.rst:141 msgid "" "Each field in a Sign document is related to a role corresponding to a " "specific person. When a document is being signed, the person assigned to the" " role must fill in their assigned fields and sign it." msgstr "" -#: ../../content/applications/finance/sign.rst:136 +#: ../../content/applications/finance/sign.rst:145 msgid "" "Roles are available by going to :menuselection:`Sign --> Configuration --> " "Roles`." msgstr "" -#: ../../content/applications/finance/sign.rst:138 +#: ../../content/applications/finance/sign.rst:147 msgid "" "It is possible to update existing roles or to create new roles by clicking " "on :guilabel:`New`. Choose a :guilabel:`Role Name`, add an :guilabel:`Extra " @@ -36444,11 +38646,11 @@ msgid "" "field when configuring a template." msgstr "" -#: ../../content/applications/finance/sign.rst:146 +#: ../../content/applications/finance/sign.rst:155 msgid "Secured identification" msgstr "" -#: ../../content/applications/finance/sign.rst:148 +#: ../../content/applications/finance/sign.rst:157 msgid "" "As the owner of a document, you may request an :guilabel:`Extra " "Authentication Step` through :ref:`SMS verification ` or via " @@ -36457,28 +38659,28 @@ msgid "" "do not have any credits left, the authentication steps will be skipped." msgstr "" -#: ../../content/applications/finance/sign.rst:154 +#: ../../content/applications/finance/sign.rst:163 msgid ":doc:`In-App Purchase (IAP) <../general/in_app_purchase>`" msgstr "" -#: ../../content/applications/finance/sign.rst:155 +#: ../../content/applications/finance/sign.rst:164 msgid "" ":doc:`SMS pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/finance/sign.rst:160 +#: ../../content/applications/finance/sign.rst:169 msgid "SMS verification" msgstr "" -#: ../../content/applications/finance/sign.rst:162 +#: ../../content/applications/finance/sign.rst:171 msgid "" "Go to :menuselection:`Sign --> Configuration --> Roles`. Click in the " ":guilabel:`Extra Authentication Step` column for the role, and select " ":guilabel:`Unique Code Via SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:166 +#: ../../content/applications/finance/sign.rst:175 msgid "" "Before being able to send SMS Text Messages, you need to register your phone" " number. To do so, go to :menuselection:`Sign --> Configuration --> " @@ -36486,7 +38688,7 @@ msgid "" " SMS`." msgstr "" -#: ../../content/applications/finance/sign.rst:170 +#: ../../content/applications/finance/sign.rst:179 msgid "" "Go to the document to sign, add the field for which the SMS verification is " "required, for example, the :guilabel:`Signature` field, and click " @@ -36494,7 +38696,7 @@ msgid "" " :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/sign.rst:174 +#: ../../content/applications/finance/sign.rst:183 msgid "" "The person signing the document fills in the :guilabel:`Signature` field, " "then :guilabel:`Sign`, and clicks :guilabel:`Validate & Send Completed " @@ -36506,28 +38708,28 @@ msgstr "" msgid "Add a hash to your document" msgstr "" -#: ../../content/applications/finance/sign.rst:182 +#: ../../content/applications/finance/sign.rst:191 msgid "This feature is enabled by default." msgstr "" -#: ../../content/applications/finance/sign.rst:183 +#: ../../content/applications/finance/sign.rst:192 msgid "" "As soon as the :guilabel:`Extra Authentication Step` applies to a role, this" " validation step is requested for any field assigned to this role." msgstr "" -#: ../../content/applications/finance/sign.rst:189 +#: ../../content/applications/finance/sign.rst:198 msgid "Itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:191 +#: ../../content/applications/finance/sign.rst:200 msgid "" "Itsme® authentication can be used to allow signatories to provide their " "identity using itsme®. This feature is only available in **Belgium** and the" " **Netherlands**." msgstr "" -#: ../../content/applications/finance/sign.rst:194 +#: ../../content/applications/finance/sign.rst:203 msgid "" "The feature can be enabled in :guilabel:`Sign Settings` and applies " "automatically to the :guilabel:`Customer (identified with itsme®)` role. To " @@ -36536,7 +38738,7 @@ msgid "" "role, and select :guilabel:`Via itsme®`." msgstr "" -#: ../../content/applications/finance/sign.rst:199 +#: ../../content/applications/finance/sign.rst:208 msgid "" "Go to the document that needs to be signed and add the :guilabel:`Signature`" " field. Switch to any role configured to use the feature, and click " @@ -36547,7 +38749,7 @@ msgstr "" msgid "select customer identified with itsme®" msgstr "" -#: ../../content/applications/finance/sign.rst:205 +#: ../../content/applications/finance/sign.rst:214 msgid "" "Upon signing the document, the signer completes the :guilabel:`Signature` " "field and proceeds by clicking on :guilabel:`Validate & Send Completed " @@ -36555,11 +38757,11 @@ msgid "" "authentication via itsme® is required." msgstr "" -#: ../../content/applications/finance/sign.rst:210 +#: ../../content/applications/finance/sign.rst:219 msgid "Signatory hash" msgstr "" -#: ../../content/applications/finance/sign.rst:212 +#: ../../content/applications/finance/sign.rst:221 msgid "" "Each time someone signs a document, a **hash** - a unique digital signature " "of the operation - is generated to ensure traceability, integrity, and " @@ -36568,7 +38770,7 @@ msgid "" "authenticity and security throughout its lifecycle." msgstr "" -#: ../../content/applications/finance/sign.rst:217 +#: ../../content/applications/finance/sign.rst:226 msgid "" "A visual security frame displaying the beginning of the hash is added to the" " signatures. Internal users can hide or show it by turning the " @@ -36579,76 +38781,77 @@ msgstr "" msgid "Adding the visual security frame to a signature." msgstr "" -#: ../../content/applications/finance/sign.rst:229 +#: ../../content/applications/finance/sign.rst:238 msgid "" "Tags can be used to categorize and organize documents, allowing users to " -"search for and filter documents based on specific criteria quickly." +"quickly search for and filter documents based on specific criteria." msgstr "" -#: ../../content/applications/finance/sign.rst:232 +#: ../../content/applications/finance/sign.rst:241 msgid "" "You can manage tags by going to :menuselection:`Configuration --> Tags`. To " "create a tag, click :guilabel:`New`. On the new line, add the :guilabel:`Tag" " Name` and select a :guilabel:`Color Index` for your tag." msgstr "" -#: ../../content/applications/finance/sign.rst:236 +#: ../../content/applications/finance/sign.rst:245 msgid "" "To apply a tag to a document, use the dropdown list available in your " "document." msgstr "" -#: ../../content/applications/finance/sign.rst:239 +#: ../../content/applications/finance/sign.rst:248 +msgid "" +"You can modify the tags of a signed document by going to " +":menuselection:`Documents --> All Documents`, clicking the vertical ellipsis" +" (:guilabel:`⋮`) on your document, then :guilabel:`Details`, and modifying " +"your :guilabel:`Tags`." +msgstr "" + +#: ../../content/applications/finance/sign.rst:253 msgid "Sign order" msgstr "" -#: ../../content/applications/finance/sign.rst:241 +#: ../../content/applications/finance/sign.rst:255 msgid "" "When a document needs to be signed by different parties, the signing order " "lets you control the order in which your recipients receive it for " "signature." msgstr "" -#: ../../content/applications/finance/sign.rst:244 +#: ../../content/applications/finance/sign.rst:258 msgid "" -"By going to :menuselection:`Configuration --> Settings`, you can " -":guilabel:`Enable Signing Order`. Each recipient receives the signature " -"request notification only once the previous recipient has completed their " -"action." +"After uploading a PDF with at least two signature fields with two different " +"roles and clicking :guilabel:`Send`, toggle the :guilabel:`Specify Signing " +"Order` button and search for the signer's name or email information to add " +"them. You can decide on the signing order by typing **1** or **2** in the " +"first column." msgstr "" -#: ../../content/applications/finance/sign.rst:248 +#: ../../content/applications/finance/sign.rst:263 msgid "" -"Add at least two :guilabel:`Signature` fields with different roles to your " -"document. Click :guilabel:`Send`, go to the :guilabel:`Options` tab, and " -"tick the :guilabel:`Specify signing order` box." +"Each recipient receives the signature request notification only once the " +"previous recipient has completed their action." msgstr "" -#: ../../content/applications/finance/sign.rst:252 -msgid "" -"Add the signer's :guilabel:`Name or email` information. You can decide on " -"the :guilabel:`Sign Order` by typing :guilabel:`1` or :guilabel:`2` in the " -":guilabel:`Sign Order` column." -msgstr "" - -#: ../../content/applications/finance/sign.rst:256 +#: ../../content/applications/finance/sign.rst:267 msgid "" "`Odoo Quick Tips: Sign order [video] " "`_" msgstr "" -#: ../../content/applications/finance/sign.rst:261 +#: ../../content/applications/finance/sign.rst:272 msgid "Field types" msgstr "" -#: ../../content/applications/finance/sign.rst:263 +#: ../../content/applications/finance/sign.rst:274 msgid "" "Fields are used in a document to indicate what information must be completed" " by the signers. You can add fields to your document simply by dragging and " "dropping them for the left column into your document." msgstr "" -#: ../../content/applications/finance/sign.rst:267 +#: ../../content/applications/finance/sign.rst:278 msgid "" "Various field types can be used to sign documents (placeholder, " "autocompletion, etc.). By configuring your own field types, also known as " @@ -36656,20 +38859,20 @@ msgid "" "customers, partners, and employees." msgstr "" -#: ../../content/applications/finance/sign.rst:271 +#: ../../content/applications/finance/sign.rst:282 msgid "" "To create and edit field types, go to :menuselection:`Sign --> Configuration" " --> Settings --> Edit field types`." msgstr "" -#: ../../content/applications/finance/sign.rst:274 +#: ../../content/applications/finance/sign.rst:285 msgid "" "You can select an existing field by clicking on it, or you can " ":guilabel:`Create` a new one. First, edit the :guilabel:`Field Name`. Then, " "select a :guilabel:`Field Type`:" msgstr "" -#: ../../content/applications/finance/sign.rst:277 +#: ../../content/applications/finance/sign.rst:288 msgid "" ":guilabel:`Signature`: users are asked to enter their signature either by " "drawing it, generating an automatic one based on their name, or uploading a " @@ -36677,33 +38880,33 @@ msgid "" "type then reuses the data entered in the first field." msgstr "" -#: ../../content/applications/finance/sign.rst:280 +#: ../../content/applications/finance/sign.rst:291 msgid "" ":guilabel:`Initial`: users are asked to enter their initials, in a similar " "way to the :guilabel:`Signature` field." msgstr "" -#: ../../content/applications/finance/sign.rst:282 +#: ../../content/applications/finance/sign.rst:293 msgid ":guilabel:`Text`: users enter text on a single line." msgstr "" -#: ../../content/applications/finance/sign.rst:283 +#: ../../content/applications/finance/sign.rst:294 msgid ":guilabel:`Multiline Text`: users enter text on multiple lines." msgstr "" -#: ../../content/applications/finance/sign.rst:284 +#: ../../content/applications/finance/sign.rst:295 msgid "" ":guilabel:`Checkbox`: users can tick a box (e.g., to mark their approval or " "consent)." msgstr "" -#: ../../content/applications/finance/sign.rst:285 +#: ../../content/applications/finance/sign.rst:296 msgid "" ":guilabel:`Selection`: users choose a single option from a variety of " "options." msgstr "" -#: ../../content/applications/finance/sign.rst:287 +#: ../../content/applications/finance/sign.rst:298 msgid "" "The :guilabel:`Auto-fill Partner Field` setting is used to automatically " "fill in a field during the signature process. It uses the value of one of " @@ -36711,19 +38914,19 @@ msgid "" "document. To do so, enter the contact model field's technical name." msgstr "" -#: ../../content/applications/finance/sign.rst:292 +#: ../../content/applications/finance/sign.rst:303 msgid "" "To know the technical name of a field, enable developer mode and hover your " "mouse on the question mark next to the field." msgstr "" -#: ../../content/applications/finance/sign.rst:296 +#: ../../content/applications/finance/sign.rst:307 msgid "" "Auto-completed values are suggestions and can be modified as required by the" " person signing the document." msgstr "" -#: ../../content/applications/finance/sign.rst:299 +#: ../../content/applications/finance/sign.rst:310 msgid "" "The size of the fields can also be changed by editing the :guilabel:`Default" " Width` and :guilabel:`Default Height`. Both sizes are defined as a " @@ -36733,7 +38936,7 @@ msgid "" "1.5% (0.015) of a full page's height." msgstr "" -#: ../../content/applications/finance/sign.rst:305 +#: ../../content/applications/finance/sign.rst:316 msgid "" "Next, write a :guilabel:`Tip`. Tips are displayed inside arrows on the left-" "hand side of the user's screen during the signing process to help them " diff --git a/locale/zh_TW/LC_MESSAGES/inventory_and_mrp.po b/locale/zh_TW/LC_MESSAGES/inventory_and_mrp.po index 4a8c2562c..24ce94bcc 100644 --- a/locale/zh_TW/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/zh_TW/LC_MESSAGES/inventory_and_mrp.po @@ -8,16 +8,16 @@ # Benson , 2023 # Martin Trigaux, 2023 # Tony Ng, 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -53,52 +53,269 @@ msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 -msgid "Process to an Inventory Adjustment with Barcodes" +msgid "Apply inventory adjustments with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" -"To process an inventory adjustment by using barcodes, you first need to open" -" the *Barcode* app. Then, from the application, click on *Inventory " -"Adjustments*." +"In a warehouse, the recorded inventory counts in the database might not " +"always match the actual, real inventory counts. In such cases, inventory " +"adjustments can be made to reconcile the differences, and ensure that the " +"recorded counts in the database match the actual counts in the warehouse. In" +" Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:13 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" -"If you want to fully work with barcodes, you can download the sheet " -"*Commands for Inventory*." +"These adjustments can be done in real time using an Odoo-compatible barcode " +"scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" -"Once you have clicked on *Inventory Adjustments*, Odoo will automatically " -"create one. Note that, if you work with multi-location, you first need to " -"specify in which location the inventory adjustment takes place." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " +"Hardware page `_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 +msgid "" +":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 +msgid "Enable Barcode app" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" -"If you don’t work with multi-location, you will be able to scan the " -"different products you want to include in the inventory adjustment." +"To use the *Barcode* app to create and apply inventory adjustments, it " +"**must** be installed by enabling the feature from the settings of the " +"*Inventory* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" -"If you have 5 identical articles, scan it 5 times or use the keyboard to set" -" the quantity." +"Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " +"to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:34 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" -"Besides using the barcode scanner, you can also manually add a product if " -"necessary. To do so, click on *Add Product* and fill the information in " -"manually." +"After saving, a new drop-down menu appears under the :guilabel:`Barcode " +"Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " +":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" +" be selected. Each nomenclature option determines how scanners interpret " +"barcodes in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:44 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" -"When you have scanned all the items of the location, validate the inventory " -"manually or scan the *Validate* barcode." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"along with a set of :guilabel:`Print` buttons for printing barcode commands " +"and a barcode demo sheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Enabled Barcode feature in Inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 +msgid "" +"For more information on setting up and configuring the :guilabel:`Barcode` " +"app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" +" :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 +msgid "Perform an inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 +msgid "" +"Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" +" dashboard, where different options will be displayed, including " +":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " +":guilabel:`Batch Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 +msgid "" +"To create and apply inventory adjustments, click on the :guilabel:`Inventory" +" Adjustments` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 +msgid "" +"Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" +" :guilabel:`Inventory Adjustment` in the top header section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Barcode app start screen with scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 +msgid "" +"To begin the adjustment, first scan the *source location*, which is the " +"current location in the warehouse of the product whose count should be " +"adjusted. Then, scan the product barcode(s)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 +msgid "" +"The barcode of a specific product can be scanned multiple times to increase " +"the quantity of that product in the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 +msgid "" +"If the warehouse *multi-location* feature is **not** enabled in the " +"database, a source location does not need to be scanned. Instead, simply " +"scan the product barcode to start the inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 +msgid "" +"Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " +"(pencil)` icon on the far right of the product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 +msgid "" +"Doing so opens a separate window with a keypad. Edit the number in the " +":guilabel:`Quantity` line to change the quantity. Additionally, the " +":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " +"quantity of the product, and the number keys can be used to add quantity, as" +" well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 +msgid "" +"In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " +"was scanned, assigning the location. Then, the barcode for the product " +"`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " +"units in the adjustment. Additional products can be added to this adjustment" +" by scanning the barcodes for those specific products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Barcode Inventory Client Action page with inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 +msgid "" +"To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark at the bottom of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 +msgid "" +"Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " +"screen. A small green banner appears in the top right corner, confirming " +"validation of the adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 +msgid "Did you know?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 +msgid "" +"To access this demo data, navigate to the :menuselection:`Barcode app` and " +"click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " +"Inventory` (bolded and highlighted in blue) in the information pop-up window" +" above the scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Demo data prompt pop-up on Barcode app main screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 +msgid "Manually add products to inventory adjustment" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 +msgid "" +"When the barcodes for the location or product are not available, Odoo " +"*Barcode* can still be used to perform inventory adjustments." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 +msgid "" +"To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" +" --> Inventory Adjustments`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 +msgid "" +"To manually add products to this adjustment, click the white :guilabel:`➕ " +"Add Product` button at the bottom of the screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 +msgid "" +"This navigates to a new, blank page where the desired product, quantity, and" +" source location must be chosen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 +msgid "Keypad to add products on Barcode Inventory Client Action page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 +msgid "" +"First, click the :guilabel:`Product` line, and choose the product whose " +"stock count should be adjusted. Then, manually enter the quantity of that " +"product, either by changing the `1` in the :guilabel:`Quantity` line, or by " +"clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " +"quantity of the product. The number pad can be used to add quantity, as " +"well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 +msgid "" +"Below the number pad is the :guilabel:`location` line, which should read " +"`WH/Stock` by default. Click this line to reveal a drop-down menu of " +"locations to choose from, and choose the :guilabel:`source location` for " +"this inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 +msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 +msgid "" +"To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " +"button with the check mark, at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 @@ -998,6 +1215,9 @@ msgstr "批次號碼" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:41 msgid "10" msgstr "10" @@ -1027,6 +1247,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/wave_transfers.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst:44 @@ -1337,141 +1558,661 @@ msgstr "" msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:3 -msgid "Process to Transfers" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 +msgid "Process receipts and deliveries with barcodes" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:8 -msgid "Simple Transfers" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:10 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" -"To process a transfer from the *Barcode* app, the first step is to go to " -"*Operations*." +"The *Barcode* app can be used to process receipts, deliveries, and other " +"types of operations in real time using a barcode scanner or the Odoo mobile " +"app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:16 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" -"Then, you have the choice to either enter an existing transfer, by going to " -"the corresponding operation type and manually selecting the one you want to " -"enter, or by scanning the barcode of the transfer." +"This makes it possible to process operations on the warehouse floor when " +"they happen, instead of having to wait to validate transfers from a " +"computer. Processing operations this way can help to properly attribute " +"barcodes to the appropriate products, pickings, locations, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:26 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" -"From there, you will be able to scan the products that are part of the " -"existing transfer and/or add new products to this transfer. Once all the " -"products have been scanned, you can validate the transfer to proceed with " -"the stock moves." +"To use the *Barcode* app to process transfers, it must be installed by " +"enabling the feature from the settings of the *Inventory* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:35 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" -"If you have different storage locations in your warehouse, you can add " -"additional steps for the different operation types." +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " +"the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:41 -msgid "Receipts" -msgstr "收貨" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:43 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" -"When receiving a product in stock, you need to scan its barcode in order to " -"identify it in the system. Once done, you can either make it enter the main " -"location of the transfer, for example WH/Stock, or scan a location barcode " -"to make it enter a sub-location of the main location." +"Once the page has refreshed, new options will be displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:52 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" -"If you want the product to enter WH/Stock in our example, you can simply " -"scan the next product." +"There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " +"and a set of :guilabel:`Print` buttons for printing barcode commands and a " +"barcode demo sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:56 -msgid "Delivery Orders" -msgstr "交貨單" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:58 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" -"When delivering a product, you have to scan the source location if it is " -"different than the one initially set on the transfer. Then, you can start " -"scanning the products that are delivered from this specific location." +"For more on setting up and configuring the :guilabel:`Barcode` app, refer to" +" the :doc:`Set up your barcode scanner <../setup/hardware>` and " +":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " +"pages." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:66 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 +msgid "Scan barcodes for receipts" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" -"Once the different products have been scanned, you have the possibility to " -"scan another location, such as WH/Stock, and another page will be added to " -"your delivery order. You can move from one to the other thanks to the " -"*Previous* and *Next* buttons." +"To process warehouse receipts for incoming products, there first needs to be" +" a purchase order (PO) created, and a receipt operation to process." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:74 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" -"Now, you can validate your transfer. To do so, click on *Next* until you " -"reach the last page of the transfer. There, you will be able to validate it." +"To create a :abbr:`PO (purchase order)`, navigate to the " +":menuselection:`Purchase app --> Create` to create a new request for " +"quotation (RFQ)." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:82 -msgid "Internal Transfers" -msgstr "內部調撥" - -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:84 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" -"When realizing an internal transfer with multi-location, you first have to " -"scan the source location of the product. Then, you can scan the product in " -"itself, before having to scan the barcode of the destination location." +"From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" +" menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " +":guilabel:`Product` line under the :guilabel:`Products` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:89 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" -"If the source and destination of the internal transfers are already correct," -" you don’t need to scan them." +"Once ready, click :guilabel:`Save` at the top of the form, then click " +":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" +" to a :abbr:`PO (purchase order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:93 -msgid "Transfers with Tracked Products" +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed purchase order for barcode product." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:95 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" -"If you work with products tracked by lot/serial numbers, you have two ways " -"of working:" +"To process and scan barcodes for warehouse receipts, navigate to the " +":menuselection:`Barcode app`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:98 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 msgid "" -"If you work with serial/lot numbers taking all products into consideration, " -"you can scan the barcode of the lot/serial number and Odoo will increase the" -" quantity of the product, setting its lot/serial number." +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process receipts, click" +" on the :guilabel:`Operations` button at the bottom of the screen. This " +"navigates to an :menuselection:`Operations` overview page." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/internal.rst:103 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 msgid "" -"If you have the same lot/serial number for different products, you can work " -"by scanning the product barcode first, and then the barcode of the " -"lot/serial number." +"From this page, locate the :guilabel:`Receipts` card, and click the " +":guilabel:`# To Process` button to view all outstanding receipts. Then, " +"select the desired receipt operation to process. This navigates to the " +"barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 +msgid "" +"If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " +"each transfer of a corresponding operation type can be scanned to be " +"processed easily. Once scanned, the products that are part of an existing " +"transfer can be scanned, and new products can be added to the transfer, as " +"well. Once all products have been scanned, validate the transfer to proceed " +"with the stock moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 +msgid "" +"From this screen, an overview of all receipts to process within that " +"transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " +"options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " +"products need to be added to the operation, or if the whole operation should" +" be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Overview of receipts in transfer to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " +"clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " +"can be clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 +msgid "" +"From this screen, the product that's being received is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`PO (purchase order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 +msgid "" +"In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " +"Product` is expected to be received. `[BARCODE_PROD]` is the " +":guilabel:`Internal Reference` set on the product form. Scan the barcode of " +"the `Barcode Product` to receive one unit. Afterwards, click the " +":guilabel:`pencil` icon to manually enter the received quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 +msgid "Product line editor for individual transfer in Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the :guilabel:`number keys` " +"can be used to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another *location* is listed on the " +"product itself. Click this line to reveal a drop-down menu of additional " +"locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 +msgid "" +"Once ready, click :guilabel:`Confirm` to confirm the changes made to the " +"product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"receipt has now been processed, and the :guilabel:`Barcode app` can be " +"closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of receipts in transfer to validate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 +msgid "Scan barcodes for delivery orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 +msgid "" +"To process warehouse deliveries for outgoing products, there first needs to " +"be a sales order (SO) created, and a delivery operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 +msgid "" +"To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " +"app --> Create` to create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 +msgid "" +"From the blank quotation form, click the drop-down menu next to the " +":guilabel:`Customer` field to add a customer. Then, on the " +":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " +":guilabel:`Add a product`, and select the desired product(s) to add to the " +"quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form, and click " +":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " +"order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Completed sales order for barcode product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 +msgid "" +"To process and scan barcodes for warehouse deliveries, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented. To process deliveries, " +"click on the :guilabel:`Operations` button at the bottom of the screen. This" +" navigates to an :guilabel:`Operations` overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 +msgid "" +"From this page, locate the :guilabel:`Delivery Orders` card, and click the " +":guilabel:`# To Process` button to view all outstanding deliveries. Then, " +"select the desired delivery order to process. This navigates to the barcode " +"transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Operations overview page in Barcode app dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 +msgid "" +"From this screen, an overview of all deliveries to process within that " +"transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" +" options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" +" products need to be added to the operation, or if the whole operation " +"should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 +msgid "" +"To process and scan each product individually, choose a specific product " +"line. The :guilabel:`+1` button can be clicked to indicate delivery of that " +"product, or the :guilabel:`pencil icon` can be clicked to open a new screen " +"to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 +msgid "" +"From this screen, the product that's being delivered is listed. Under the " +"product name, the :guilabel:`Quantity` line can be edited. Either change the" +" `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " +"button (in this case, :guilabel:`/10 Units`) to automatically fill the " +"quantity ordered from the :abbr:`SO (sales order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 +msgid "" +"Below the :guilabel:`number keys` is the :guilabel:`location` line, which " +"reads `WH/Stock` by default, unless another location is listed on the " +"product itself." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 +msgid "" +"This is the location that the product is being pulled from for delivery. " +"Click this line to reveal a drop-down menu of additional locations to choose" +" from (if this product is stored in multiple locations in the warehouse)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 +msgid "" +"For warehouses that have multiple different storage locations, putaway " +"rules, and removal strategies, additional steps can be added for various " +"operation types, while using the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 +msgid "" +"Then, from the overview page with all receipts to process within that " +"transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " +"line for the products being received, and click :guilabel:`Validate`. The " +"delivery has now been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 +msgid "Overview of deliveries in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 -msgid "Create a Transfer from Scratch" +msgid "Create and process transfers with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" -"To create a transfer from the *Barcode* application, you first need to print" -" the operation type barcodes. To do so, you can download the *Stock barcode " -"sheet* from the home page of the app." +"The *Barcode* app can be used to process internal transfers for all types of" +" products, including transfers for products tracked using lots or serial " +"numbers. Transfers can be created from scratch in real time using an Odoo-" +"compatible barcode scanner or the Odoo mobile app." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:12 +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" -"Once done, you can scan the one for which you want to create a new document." -" Then, an empty document will be created and you will be able to scan your " -"products to populate it." +"For a list of Odoo-compatible barcode mobile scanners, and other hardware " +"for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " +"`_." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 +msgid "" +"When the page has refreshed, new options are displayed under the " +":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " +"a corresponding drop-down menu), where either :guilabel:`Default " +"Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " +"nomenclature selected changes how scanners interpret barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 +msgid "Scan barcodes for internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 +msgid "" +"To create and process internal transfers for products in a warehouse, the " +":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " +"**must** be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 +msgid "" +"To do so, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" +" the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" +"Step Routes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 +msgid "Then, click :guilabel:`Save` at the top of the page to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 +msgid "Create an internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 +msgid "" +"To process existing internal transfers, there first needs to be an internal " +"transfer created, and an operation to process." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 +msgid "" +"To create an internal transfer, navigate to the :menuselection:`Inventory " +"app`. From the :guilabel:`Inventory Overview` dashboard, locate the " +":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " +"Process` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 +msgid "" +"Then, click :guilabel:`Create` in the top left of the resulting page. This " +"navigates to a new :guilabel:`Internal Transfer` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 +msgid "" +"On this blank form, the :guilabel:`Operation Type` is automatically listed " +"as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " +"Location` and :guilabel:`Destination Location` are set as " +":guilabel:`WH/Stock` by default, but can be changed to whichever locations " +"the products are being moved from, and moved to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "" +"Blank internal transfer form with source location and destination location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 +msgid "" +"Once the desired locations have been selected, products can be added to the " +"transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " +"tab, click :guilabel:`Add a product`, and select the desired product(s) to " +"add to the transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 +msgid "" +"Once ready, click :guilabel:`Save` at the top of the form to save the new " +"internal transfer. Once saved, click the :guilabel:`Detailed Operations` " +"icon (four lines, at the far right of the :guilabel:`Product` line) to open " +"the :guilabel:`Detailed Operations` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Internal transfer detailed operations pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 +msgid "From the pop-up, click :guilabel:`Add a line`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 +msgid "" +"Then, in the :guilabel:`To` column, change the location from " +":guilabel:`WH/Stock` to a different location, where the products should be " +"moved." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 +msgid "" +"Next, in the :guilabel:`Done` column, change the quantity to the desired " +"quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 +msgid "Scan barcodes for internal transfer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 +msgid "" +"To process and scan barcodes for internal transfers, navigate to the " +":menuselection:`Barcode app`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 +msgid "" +"Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " +"screen displaying different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 +msgid "" +"To process internal transfers, click on the :guilabel:`Operations` button at" +" the bottom of the screen. This navigates to an :menuselection:`Operations` " +"overview page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 +msgid "" +"From this page, locate the :guilabel:`Internal Transfers` card, and click " +"the :guilabel:`# To Process` button to view all outstanding internal " +"transfers. Then, select the desired operation to process. This navigates to " +"the barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 +msgid "" +"When using the *Barcode* app without the *Inventory* app (**only** if using " +"a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" +" a corresponding operation type can be scanned to be processed easily." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 +msgid "" +"Once scanned, the products that are part of an existing transfer can be " +"scanned, and new products can be added to the transfer, as well. Once all " +"products have been scanned, validate the transfer to proceed with the stock " +"moves." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" +" screen, there are options to :guilabel:`Add Product` or " +":guilabel:`Validate`, depending on if products need to be added to the " +"operation, or if the whole operation should be validated at once." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 +msgid "" +"Then, scan the barcode of the product to process the internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 +msgid "" +"Or, to process and scan each product individually, choose a specific product" +" line. The :guilabel:`+ 1` button can be clicked to add additional quantity " +"of that product to the transfer, or the :guilabel:`pencil icon` can be " +"clicked to open a new screen to edit that product line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 +msgid "" +"In the product's pop-up window, the product and the units to process is " +"displayed with a number pad. Under the product name, the " +":guilabel:`Quantity` line can be edited. Change the number in the line to " +"the quantity listed to be transferred on the internal transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 +msgid "" +"In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " +"`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " +"`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " +"form. Scan the barcode of the `Transfer Product` to receive one unit. " +"Afterwards, click the :guilabel:`pencil icon` to manually enter the " +"transferred quantities." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 +msgid "" +"Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " +"to add or subtract quantity of the product, and the number keys can be used " +"to add quantity, as well." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 +msgid "" +"Below the number keys are the two :guilabel:`location` lines, which read " +"whichever locations were previously specified on the internal transfer form," +" in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" +" a drop-down menu of additional locations to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" +" been processed, and the *Barcode* app can be closed out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 +msgid "" +"The *Barcode* app can also be used to scan products in internal transfers " +"containing unique lot numbers and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 +msgid "" +"From the barcode transfer screen, scan the barcode of a lot or serial " +"number, and Odoo automatically increases the quantity of the product to the " +"quantity recorded in the database. If the same lot or serial number is " +"shared between different products, scan the product barcode first, then the " +"barcode of the lot/serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 +msgid "Create a transfer from scratch" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 +msgid "" +"In addition to processing and scanning barcodes for existing, previously-" +"created internal transfers, the *Barcode* app can also be used to create " +"transfers from scratch, simply by scanning a printed operation type barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 +msgid "" +"Odoo's *Barcode* application provides demo data with barcodes to explore the" +" features of the app. These can be used for testing purposes, and can be " +"printed from the home screen of the app. To access this demo data, navigate " +"to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " +"sheet` (bolded and highlighted in blue) in the information pop-up above the " +"scanner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 +msgid "" +"To do this, first navigate to the :menuselection:`Barcode app`. Once inside " +"the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " +"different options is presented." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 +msgid "" +"From this screen, when using a USB or bluetooth barcode scanner, directly " +"scan the product barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 +msgid "" +"When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " +"Scan` button (next to the camera icon, at the center of the screen). This " +"opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" +" the device being used." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 +msgid "" +"Face the camera toward the printed operation type barcode to scan it. Doing " +"so processes the barcode, and navigates to a barcode transfer screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 +msgid "" +"From this screen, an overview of all products to process within that " +"specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " +"transfer created from scratch, however, there should not be any products " +"listed on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 +msgid "" +"To add products, scan the product barcode. If the barcode is not available, " +"manually enter the product into the system by clicking the :guilabel:`Add " +"Product` button at the bottom of the screen, and add the products and " +"product quantities that should be transferred." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 +msgid "Blank product editor in scratch internal transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 +msgid "" +"Then, from the overview page with all products to process within that " +"transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " +"transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 @@ -2906,79 +3647,169 @@ msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:3 -msgid "What's the difference between lots and serial numbers?" +msgid "Difference between lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:6 -msgid "Introduction" -msgstr "介紹" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:8 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:5 msgid "" -"In Odoo, lots and serial numbers have similarities in their functional " -"system but are different in their behavior. They are both managed within the" -" **Inventory**, **Purchases** and **Sales** app." +"*Lots* and *serial numbers* are the two ways to identify and track products " +"in Odoo. While there are similarities between the two traceability methods, " +"there are also notable differences that affect receipts, deliveries, and " +"inventory reports." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:9 msgid "" -"**Lots** correspond to a certain number of products you received and store " -"altogether in one single pack." +"A *lot* usually indicates a specific batch of an item that was received, is " +"currently stored, or was shipped from a warehouse. However, it can also " +"pertain to a batch of products manufactured in-house, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:13 msgid "" -"**Serial numbers** are identification numbers given to one product in " -"particular, to allow to track the history of the item from reception to " -"delivery and after-sales." +"A *serial number* is a unique identifier assigned incrementally (or " +"sequentially) to an item or product, used to distinguish it from other items" +" or products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:20 -msgid "When to use" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:17 +msgid ":doc:`lots`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:22 -msgid "" -"**Lots** are interesting for products you receive in great quantity and for " -"which a lot number can help in reportings, quality controls, or any other " -"info. Lots will help identify a number of pieces having for instance a " -"production fault. It can be useful for a batch production of clothes or " -"food." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:28 -msgid "" -"**Serial numbers** are interesting for items that could require after-sales " -"service, such as smartphones, laptops, fridges, and any electronic devices. " -"You could use the manufacturer's serial number or your own, depending on the" -" way you manage these products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:34 -msgid "When not to use" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:36 -msgid "" -"Storing consumable products such as kitchen roll, toilet paper, pens and " -"paper blocks in lots would make no sense at all, as there are very few " -"chances that you can return them for production fault." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:40 -msgid "" -"On the other hand, giving a serial number to every product is a time-" -"consuming task that will have a purpose only in the case of items that have " -"a warranty and/or after-sales services. Putting a serial number on bread, " -"for instance, makes no sense at all." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:47 -msgid ":doc:`lots`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 +msgid "Enable lots & serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:23 +msgid "" +"To track products using lots and serial numbers, the *Lots & Serial Numbers*" +" feature must be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:26 +msgid "" +"To do that, go to the :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the box next to :guilabel:`Lots & Serial Numbers`. Then, click the " +":guilabel:`Save` button to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 +msgid "Enabled lots and serial numbers feature in inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:35 +msgid "When to use lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:37 +msgid "" +"Lots are useful for products that are manufactured or received in large " +"quantities, such as clothes or food. Lots and can be used to trace a product" +" back to a group, which is especially useful when managing product recalls " +"or expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "Created lot with quantity of products in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:46 +msgid "" +"Manufacturers assign lot numbers to groups of products that have common " +"properties; this can lead to multiple goods sharing the same lot number. " +"This helps identify a number of products in a single group, and allows for " +"end-to-end traceability of these products through each step in their life " +"cycles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:52 +msgid "When to use serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:54 +msgid "" +"The goal of assigning serial numbers to individual products is to make sure " +"every item's history is identifiable when it travels through the supply " +"chain. This can be especially useful for manufacturers that provide after-" +"sales services related to products they sell and deliver." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:0 +msgid "List of serial numbers for product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:63 +msgid "" +"Serial numbers can contain many different types of characters: numbers, " +"letters, typographical symbols, or a mixture of all three types." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 +msgid "Traceability" +msgstr "追溯性" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:69 +msgid "" +"Manufacturers and companies can refer to traceability reports to see the " +"entire life cycle of a product. These reports include vital information, " +"like where it came from (and when), where it was stored, and to whom it was " +"sent." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:73 +msgid "" +"To see the full traceability of a product, or group products by lots and/or " +"serial numbers, go to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " +"dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:77 +msgid "" +"From here, products with lots or serial numbers assigned to them are listed " +"by default. They can also be expanded to show what lots or serial numbers " +"have been specifically assigned to them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:80 +msgid "" +"To group by lots or serial numbers, first remove any default filters from " +"the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " +"and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " +"menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " +"and click :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:85 +msgid "" +"Doing so reveals all existing lots and serial numbers, and each can be " +"expanded to show all product quantities with that assigned number. For " +"unique serial numbers that are *not* reused, there should *only* be one " +"product per serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst-1 +msgid "Reporting page with drop-down lists of lots and serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences.rst:94 +msgid "" +"For additional information regarding an individual lot number or serial " +"number, click the line item for the lot or serial number to reveal that " +"specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " +"this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" +" buttons to see all stock on-hand using that serial number. Any operations " +"made using that lot or serial number can be found here, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 @@ -3488,16 +4319,6 @@ msgid "" "expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 -msgid "Enable lots & serial numbers" -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products using lots, the *Lots & Serial Numbers* feature must be " @@ -3507,10 +4328,6 @@ msgid "" ":guilabel:`Save` button to save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 -msgid "Enabled lots and serial numbers feature in inventory settings." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid "Track products by lots" msgstr "" @@ -3625,23 +4442,23 @@ msgid "" "order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Manage lots on receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Assigning lot numbers to **incoming** goods can be done directly from the " "purchase order (PO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "" "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app " "--> Create`. Doing so reveals a new, blank request for quotation (RFQ) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "On this :abbr:`RFQ (request for quotation)`, fill out the necessary " "information by adding a :guilabel:`Vendor`, and adding the desired products " @@ -3649,13 +4466,13 @@ msgid "" "(under the :guilabel:`Products` tab)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:115 msgid "" "Choose the desired quantity of the product to order by changing the number " "in the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:118 msgid "" "Once the :abbr:`RFQ (request for quotation)` has been filled out, click " ":guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is " @@ -3664,7 +4481,7 @@ msgid "" "smart button to be taken to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:124 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number to the ordered " "product quantities will result in a :guilabel:`User Error` pop-up. The pop-" @@ -3677,7 +4494,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:133 msgid "" "From here, click the :guilabel:`Additional Options` menu, represented by a " ":guilabel:`hamburger (four horizontal lines)` icon, located to the right of " @@ -3685,19 +4502,19 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` " "column, located at the bottom of the pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:138 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "There are two ways to assign lot numbers: **manually** and **copy/paste**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the" " location the products will be stored in under the :guilabel:`To` column. " @@ -3709,7 +4526,7 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "" "If quantities should be processed in multiple locations and lots, click " ":guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for " @@ -3717,7 +4534,7 @@ msgid "" "the :guilabel:`Demand`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:155 msgid "" "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with " "all of the lot numbers received from the supplier (or manually chosen to " @@ -3732,13 +4549,13 @@ msgstr "" msgid "List of lot numbers copied on excel spreadsheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:165 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "" "A :guilabel:`Traceability` smart button appears upon validating the receipt." " Click the :guilabel:`Traceability` smart button to see the updated " @@ -3747,51 +4564,51 @@ msgid "" " assigned, and more." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 msgid "Manage lots on delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 msgid "" "Assigning lot numbers to **outgoing** goods can be done directly from the " "sales order (SO)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 msgid "" "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app " "--> Create`. Doing so reveals a new, blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:181 msgid "" "On this blank quotation form, fill out the necessary information by adding a" " :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines " "(in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:187 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, it becomes an " ":abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" @@ -3801,14 +4618,14 @@ msgid "" "Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:198 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with the full :guilabel:`Reserved` quantity taken from that specific lot (if" " there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:202 msgid "" "If there is insufficient stock in that lot, or if partial quantities of the " ":guilabel:`Demand` should be taken from multiple lots, change the quantity " @@ -3816,7 +4633,7 @@ msgid "" "total quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:207 msgid "" "The lot automatically chosen for delivery orders varies, depending on the " "selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO " @@ -3825,12 +4642,12 @@ msgid "" "lot to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:215 msgid "" "Then, click :guilabel:`Add a line`, select an additional (different) " ":guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` " @@ -3842,7 +4659,7 @@ msgstr "" msgid "Detailed operations popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid "" "Upon validating the delivery order, a :guilabel:`Traceability` smart button " "appears. Click the :guilabel:`Traceability` smart button to see the updated " @@ -3851,38 +4668,38 @@ msgid "" "the :guilabel:`Lot/Serial #` assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:228 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order, if the product quantities shared " "the same lot number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "" "In Odoo, the creation of new lots is only allowed upon **receiving** " "products from a purchase order, by default. **Existing** lot numbers cannot " "be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" "For sales orders, the opposite is true: new lot numbers cannot be created on" " the delivery order, only existing lot numbers can be used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" "To change the ability to use new (or existing) lot numbers on any operation " "type, go to the :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "" "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` " "page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be " @@ -3892,7 +4709,7 @@ msgid "" " to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:249 msgid "" "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking " @@ -3904,39 +4721,39 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "For inter-warehouse transfers involving products tracked by lots, it can be " "useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for" " warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "Lots traceability" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:264 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where (and when) it came from, where it was " "stored, and who (and when) it went to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "To see the full traceability of a product, or group by lots, go to the " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "From here, products with lot numbers assigned to them will be listed by " "default, and can be expanded to show the lot numbers those products have " "assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "" "To group by lots (or serial numbers), begin by removing any filters in the " "search bar. Then, click the :guilabel:`Group By` drop-down, select " @@ -3944,7 +4761,7 @@ msgid "" "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." @@ -3954,10 +4771,8 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 -msgid "" -":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:286 +msgid ":doc:`differences`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 @@ -4480,6 +5295,11 @@ msgid "" "serial number." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" @@ -4840,7 +5660,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/label_type.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "Create a sales order" msgstr "" @@ -6096,7 +6916,7 @@ msgstr "直接接收產品(1步收貨)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "Create a purchase order" msgstr "" @@ -6111,7 +6931,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:98 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " @@ -6173,11 +6993,11 @@ msgid "" "reception process in one step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:88 msgid "Deliver goods directly (1 step)" msgstr "直接出貨(1步)" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:93 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " @@ -6186,7 +7006,7 @@ msgid "" ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:101 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " @@ -6197,7 +7017,7 @@ msgstr "" msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:109 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " @@ -6208,12 +7028,12 @@ msgstr "" msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "Process the delivery" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:120 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." @@ -6223,7 +7043,7 @@ msgstr "" msgid "Validate the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:127 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" @@ -6559,49 +7379,57 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:28 msgid "" -"Next, the warehouse needs to be configured for three-step receipts. Go to " -":menuselection:`Inventory --> Configuration --> Warehouses`, and click " -":guilabel:`Edit` to edit the warehouse. Then, select :guilabel:`Receive " +"Next, the warehouse needs to be configured for three-step receipts. To do " +"that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," +" and select the desired warehouse to be edited. Doing so reveals the detail " +"form for that specific warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:32 +msgid "" +"On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " -":guilabel:`Incoming Shipments`. Then, :guilabel:`Save` the changes." +":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:39 msgid "" -"Activating three-step receipts and deliveries will create two new internal " +"Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " -"To rename these locations, go to :menuselection:`Configuration --> " -"Locations`, select the :guilabel:`Location` to change, click " -":guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`." +"To rename these locations, go to :menuselection:`Inventory app --> " +"Configuration --> Locations`, then click on the desired location to change " +"(or update) the name." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 -msgid "Process a receipt in three steps (input + quality + stock)" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:45 +msgid "Receive in three steps (input + quality + stock)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:50 msgid "" -"In the :menuselection:`Purchase` application, create a new quote by clicking" -" :guilabel:`Create`. Select a :guilabel:`Vendor`, add a storable " -":guilabel:`Product`, and click :guilabel:`Confirm Order`." +"To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " +":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " +"(Request for Quotation)` form page. On this page, select a " +":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " +":guilabel:`Confirm Order`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:54 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "Process a receipt" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:65 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " @@ -6615,7 +7443,7 @@ msgid "" "are waiting another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:74 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " @@ -6624,7 +7452,7 @@ msgid "" "processed until the linked step before each transfer is completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:79 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " @@ -6633,7 +7461,7 @@ msgid "" ":guilabel:`Done`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:84 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " @@ -6644,7 +7472,7 @@ msgstr "" msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:92 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " @@ -6657,11 +7485,11 @@ msgid "" "WH/Quality location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "Process a transfer to Quality Control" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:103 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " @@ -6670,7 +7498,7 @@ msgid "" "kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:112 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " @@ -6685,11 +7513,11 @@ msgid "" "location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "Process a transfer to stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:124 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " @@ -6697,7 +7525,7 @@ msgid "" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:128 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " @@ -8463,6 +9291,173 @@ msgid "" "mark the batch transfer as :guilabel:`Done`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:3 +msgid "Closest location removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:5 +msgid "" +"For the *Closest Location* removal strategy, products are picked based on " +"the alphanumeric order of storage location titles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:8 +msgid "" +"The goal of this strategy is to save the warehouse worker from taking a long" +" journey to a farther shelf when the product is also available at a closer " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:13 +msgid ":doc:`About removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:16 +msgid "" +"To understand *location sequence* in the closest removal strategy, consider " +"the following example:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:19 +msgid "" +"A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " +"A/Rack 1`, and `Shelf A/Rack 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Show a mockup of real storage location in a warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:26 +msgid "" +"The sublocation, `Pallet`, is on the ground level. Products stored here are " +"easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " +"`Rack 2`. The storage locations were strategically named in alphabetic " +"order, based on ease of access." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:31 +msgid "" +"To use this removal strategy, the :guilabel:`Storage Locations` and " +":guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:35 +msgid "" +":ref:`Set up removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:40 +msgid "Location names" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:42 +msgid "" +"To configure location names, begin by navigating to " +":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" +" an existing location, or click :guilabel:`New` to create a new one, and " +"then enter the desired name in the :guilabel:`Location Name` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:46 +msgid "" +"Once the locations are named in alphabetical order, based on their proximity" +" to the output or packing location, set the removal strategy on the " +":ref:`parent location `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:50 +msgid "" +"To do that, in the :guilabel:`Locations` list, select the parent location of" +" the alphabetically named storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:53 +msgid "" +"Doing so opens the form for the parent location. In the :guilabel:`Removal " +"Strategy` field, select :guilabel:`Closest Location`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:57 +msgid "" +"In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " +"to the packing area, where products retrieved from shelves are packed for " +"shipment. The popular product, `iPhone charger` is stored in three " +"locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:62 +msgid "" +"To use closest location, set the removal strategy on the parent location, " +"'WH/Stock'." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:30 +msgid "Workflow" +msgstr "工作流" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:67 +msgid "" +"To see how the closest location removal strategy works, consider the " +"following example, featuring the popular product, `iPhone charger`, which is" +" stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:71 +msgid "" +"Fifteen, five, and thirty units are in stock at each respective location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:74 +msgid "" +"To check the on-hand stock at each storage location, navigate to the product" +" form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:0 +msgid "Show on-hand stock at all locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:81 +msgid "" +"Create a :ref:`delivery order ` for eighteen " +"units of the `iPhone charger` by navigating to the :menuselection:`Sales " +"app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:84 +msgid "" +"After adding the products, clicking :guilabel:`Confirm` creates a delivery " +"order that reserves items stored at the closest location, using the removal " +"strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:87 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window that displays how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. All fifteen of the units stored at the closest location, " +"`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " +"selected from the second closest location, `WH/Stock/Shelf 2`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/closest_location.rst-1 +msgid "Display *Pick From* quantities for the order for iPhone chargers." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:3 msgid "Cluster picking" msgstr "" @@ -8596,6 +9591,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 msgid ":ref:`Packages `" msgstr "" @@ -9128,6 +10124,624 @@ msgstr "" msgid ":doc:`../inventory_management/count_products`" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:3 +msgid "FEFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:5 +msgid "" +"The *First Expired, First Out* (FEFO) removal strategy targets products for " +"removal based on their assigned removal dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:9 +msgid ":doc:`Other removal strategies `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:14 +msgid "Removal date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:16 +msgid "" +"Products **must** be removed from inventory before their *removal date*, " +"which is set as a certain number of days before the product's *expiration " +"date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:19 +msgid "" +"The user sets this number of days by navigating to the product form's " +":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " +"ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " +"or :guilabel:`By Unique Serial Number`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:23 +msgid "" +"Next, select the :guilabel:`Expiration Date` option, which makes the " +":guilabel:`Removal Date` field (and other date fields) appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:27 +msgid "" +"The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " +"features **must** be enabled in :menuselection:`Inventory app --> " +"Configuration --> Settings` to track expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:31 +msgid "" +"The expiration date of a product is determined by adding the date the " +"product was received to the number of days specified in the " +":guilabel:`Expiration Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:34 +msgid "" +"The removal date takes this expiration date, and subtracts the number of " +"days specified in the :guilabel:`Removal Date` field of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:38 +msgid "" +":doc:`Expiration dates " +"<../../product_management/product_tracking/expiration_dates>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:41 +msgid "" +"In the :guilabel:`Inventory` tab of the product, `Egg`, the following " +":guilabel:`Dates` are set by the user:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:44 +msgid ":guilabel:`Expiration Date`: `30` days after receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:45 +msgid ":guilabel:`Removal Date`: `15` days before expiration date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "Display expiration and removal dates set on the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:51 +msgid "" +"A shipment of Eggs arrive at the warehouse on January 1st. So, the " +"expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " +"extension, the removal date is **January 16th** (Jan 31 - 15)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:57 +msgid "" +"To view the expiration dates of items in stock, navigate to the product " +"form, and click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:60 +msgid "" +"Next, click the additional options icon, located on the far-right, and " +"select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " +"Date`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "" +"Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" +"smart button from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:71 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " +"that products with the nearest removal date are picked first." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:74 +msgid "" +"To understand how this removal strategy works, consider the following " +"example below about the product, `Carton of eggs`, which is a box containing" +" twelve eggs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:77 +msgid "" +"The product is tracked :guilabel:`By Lots`, and the product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" +" Out (FEFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:24 +msgid "" +":ref:`Set up force removal strategy `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:25 +msgid ":ref:`Enable lots tracking `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:83 +msgid "" +"`Odoo Tutorials: Perishable Products " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:35 +msgid "LOT1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:36 +msgid "LOT2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:37 +msgid "LOT3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:38 +msgid "On-hand stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:73 +msgid "5" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:75 +msgid "2" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:96 +msgid "1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 +msgid "Expiration date" +msgstr "到期日期" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:98 +msgid "April 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:99 +msgid "April 10" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:100 +msgid "April 15" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:101 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:102 +msgid "February 26" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:103 +msgid "March 4" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:104 +msgid "March 9" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:106 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and create a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:109 +msgid "" +"Clicking :guilabel:`Confirm` creates a delivery order for today, December " +"29th, and the lot numbers with the soonest expiration dates are reserved, " +"using the :abbr:`FEFO (First Expired, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:113 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the Carton of egg's product line, in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:117 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst:120 +msgid "" +"Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " +"Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " +"the removal date of February 26th, are picked. The remaining Carton is " +"selected from `LOT2`, which has a removal date of March 4th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fefo.rst-1 +msgid "The stock moves window that shows the lots to be removed using FEFO." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:3 +msgid "FIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:5 +msgid "" +"The *First In, First Out* (FIFO) removal strategy selects products with the " +"earliest arrival dates. This method is useful for companies selling products" +" that have short demand cycles, like clothes, for example. By using " +":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " +"retention of specific styles." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:11 +msgid ":doc:`Other removal methods `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:14 +msgid "" +"Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" +" on August 1st and August 25th. For an order made on September 1st, the " +":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " +"have been in stock the longest. So, products received on August 1st are " +"selected first for picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Illustration of FIFO selecting the oldest products in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:24 +msgid "" +":ref:`Lot/serial number setup details `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:29 +msgid "Arrival date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:31 +msgid "" +"To see the product lot or serial number that arrived in inventory first, " +"navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " +"Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:34 +msgid "" +"Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" +" product line, in order to reveal a list of the product's lots or serial " +"numbers that are in stock. The :guilabel:`Created On` field shows the " +"lot/serial number creation date, which is, essentially, the arrival date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:39 +msgid "" +"Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" +" December 29th, as displayed in the :guilabel:`Created On` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:0 +msgid "Display arrival date of a lot for an item." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:49 +msgid "" +"To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " +"consider the following example, focusing on three lots of white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:52 +msgid "" +"The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," +" First Out)` is set as the :guilabel:`Force Removal Strategy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:55 +msgid "" +"The white shirts are tracked :guilabel:`By Lots` in the " +":guilabel:`Inventory` tab of the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:62 +msgid "" +"The following table represents the on-hand stock and lot number details of " +"white shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:74 +msgid "3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:42 +msgid ":ref:`Created on `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:77 +msgid "March 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:78 +msgid "April 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:79 +msgid "May 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:81 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for six white shirts by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:84 +msgid "" +"After clicking :guilabel:`Confirm` on the sales order, a delivery order with" +" the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " +"(First In, First Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:87 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the white shirt's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst:91 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded six shirts, all five shirts from " +"`LOT1`, and one shirt from `LOT2`, are selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/fifo.rst-1 +msgid "Two lots being reserved for a sales order with the FIFO strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:3 +msgid "Least packages removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:5 +msgid "" +"The *Least Packages* removal strategy fulfills an order by opening the " +"fewest number of packages, which is ideal for maintaining organized stock " +"without needing to open multiple boxes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:10 +msgid "" +"`Odoo Tutorials: Least Packages " +"`_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:12 +msgid "" +"To understand how the removal strategy works, consider the following " +"example, featuring a warehouse that stores packages of flour in bulk " +"packages of `100 kg`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:15 +msgid "" +"To minimize moisture, and/or prevent pests from entering open packages, the " +"least packages removal strategy is used to pick from a single, opened " +"package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:21 +msgid "" +"A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " +"orders. There are other packages of `100 kg` in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:24 +msgid "" +"When an order for `14 kg` of flour is placed, the package of `54 kg` is " +"selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:25 +msgid "" +"When an order for *more* than `54 kg` of flour is placed, an unopened `100 " +"kg` package is used to fulfill the order. While this temporarily results in " +"two open packages, these open packages are prioritized in the next picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:32 +msgid "" +"Using the least package removal strategy, the fewest number of packages is " +"used to fulfill an order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:35 +msgid "" +"The :ref:`Packages feature ` " +"**must** be enabled to use this strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:38 +msgid "" +"Consider the following example, featuring the product, `Flour`. The " +"product's :guilabel:`Units of Measure` field, located on the product form, " +"is set to `kg`. The product is stored in packages of `100 kg`, with one " +"remaining package containing `54 kg`. The product category's " +":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:44 +msgid "" +":ref:`Set removal strategy on product category " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:47 +msgid "" +"To check the product's on-hand stock, navigate to the product form, and " +"click the :guilabel:`On Hand` smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:0 +msgid "Show on-hand stock in each package." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:54 +msgid "" +"Create a :ref:`delivery order ` for eighty " +"kilograms of flour by going to the :menuselection:`Sales app` and creating a" +" new quotation. After clicking :guilabel:`Confirm`, the delivery order is " +"created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:58 +msgid "" +"On the delivery order, the :guilabel:`Quantity` field displays the amount " +"automatically picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:61 +msgid "" +"For more details about *where* the units were picked, select the " +":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " +"opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " +"reserved items were picked, according to the removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst:65 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked. Since the order demanded eighty kilograms, which exceeds the " +"quantity in the opened package of `54 kg`, an unopened package of `100 kg` " +"is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/least_packages.rst-1 +msgid "Show which package was picked in the *Pick From* field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:3 +msgid "LIFO removal" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:5 +msgid "" +"The *Last In, First Out* (LIFO) removal strategy picks the **newest** " +"products on-hand, based on the date they entered a warehouse's stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:8 +msgid "" +"Every time an order is placed for products using the :abbr:`LIFO (Last In, " +"First Out)` strategy, a transfer is created for the lot/serial number that " +"has most recently entered the stock (the **last** lot/serial number that " +"entered the warehouse's inventory)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:16 +msgid "" +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:19 +msgid "" +"Consider the following example, with the product, `Cinder Block`, which is " +"tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " +"form. The :guilabel:`Force Removal Strategy` for the cinder block's product " +"category is set to :guilabel:`Last In, First Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:26 +msgid ":ref:`Check arrival date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:28 +msgid "" +"The following table represents the cinder blocks in stock, and their various" +" lot number details." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:43 +msgid "June 1" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:44 +msgid "June 3" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:45 +msgid "June 6" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:47 +msgid "" +"To see the removal strategy in action, create a :ref:`delivery order " +"` for seven cinder blocks by navigating to the " +":menuselection:`Sales app` and creating a new quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:51 +msgid "" +":guilabel:`Confirm` the sales order to create a delivery order. Doing so " +"reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:54 +msgid "" +"To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " +"icon, located on the far-right of the cinder block's product line in the " +":guilabel:`Operations` tab of the delivery order. Doing so opens the " +":guilabel:`Open: Stock move` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst:58 +msgid "" +"In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" +" field displays where the quantities to fulfill the :guilabel:`Demand` are " +"picked from. Since the order demanded seven cinder blocks, the newest cinder" +" blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " +"Out)` removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/lifo.rst-1 +msgid "" +"The detailed operations shows which lots are being selected for the picking." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" @@ -9577,44 +11191,102 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:3 -msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgid "Removal strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:7 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:5 msgid "" -"For companies with warehouses, **removal strategies** determine which " -"products are taken from the warehouse, and when. Removal strategies are " -"typically defined for specific picking operations. This helps companies to " -"select the best products, optimize the distance workers need to travel when " -"picking items for orders, and account for quality control, such as moving " -"products with expiration dates." +"For companies with warehouses, *removal strategies* determine **which** " +"products are taken from the warehouse, and **when**. For example, for " +"perishable products, prioritizing the picking of goods with the nearest " +"expiration date helps minimize food spoilage." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:9 msgid "" -"Usually, *Removal Strategies* are defined in picking operations to select " -"the best products to optimize the distance for the worker, for quality " -"control purposes, or to first move the products with the closest expiration " -"date." +"The following columns in the table below list the removal strategies " +"available in Odoo, and detail how pickings are determined along with the " +"picking order. Leverage these removal strategies to have Odoo automatically " +"select how products are selected for orders:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:17 -msgid "" -"When a product needs to be moved, Odoo finds available products that can be " -"assigned to the transfer. The way Odoo assigns these products depends on the" -" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " -"Category` or the :guilabel:`Location` dashboards." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:18 +msgid ":doc:`FIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:19 +msgid ":doc:`LIFO `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:20 +msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:21 +msgid ":doc:`Closest Location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:22 +msgid ":doc:`Least Packages `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:23 +msgid "Based on" +msgstr "根據" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:25 +msgid ":ref:`Incoming date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:26 +msgid ":ref:`Removal date `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:27 +msgid ":ref:`Location sequence `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:28 +msgid ":ref:`Package quantity `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:29 +msgid "Selection order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:30 +msgid "First in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:31 +msgid "Last in" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:32 +msgid ":ref:`First to expire `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 msgid "" -"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " -"app --> Configuration --> Locations` or :menuselection:`Product Categories`." -" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " -"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" -" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " -"drop-down menu and selecting the desired removal strategy. After selecting " -"the new removal strategy, click :guilabel:`Save`." +":ref:`Alphanumeric name of location `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:34 +msgid "Quantity closest to fulfilling demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:36 +msgid "" +"For comprehensive examples for how to use each removal strategy, refer to " +"each individual documentation page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:44 +msgid "" +"Removal strategies are set on either the product category or storage " +"location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 @@ -9623,633 +11295,205 @@ msgid "" "Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:33 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:50 msgid "" -"Most warehouses share the same important areas: receiving docks and sorting " -"areas, storage locations, picking and packing areas, and shipping/loading " -"docks. While all products entering or leaving the warehouse might go through" -" each of these locations at some point, removal strategies can have an " -"effect on which products are taken, from where, and when." +"Configure removal strategies on the location by going to " +":menuselection:`Inventory --> Configuration --> Locations`, and selecting " +"the desired location. On the location form, choose a removal strategy from " +"the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:55 msgid "" -"In this example below, vendor trucks unload pallets of goods at the " -"receiving docks. Then, operators scan the products in the receiving area, " -"with the reception date and expiration date. After that, products are stored" -" in their respective storage locations." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:45 -msgid "" -"Not all products have expiration dates, but in this example, expiration " -"dates apply." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Products entering stock via the receiving area." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:51 -msgid "" -"In Odoo, receive products by navigating to the :menuselection:`Inventory` " -"application, and in the kanban view, click on either the " -":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " -":guilabel:`Receipts` dashboard, find and click on the individual receipt " -"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " -"enter the received quantity in the :guilabel:`Done` column. To finish, " -":guilabel:`Validate` to receive the products and register them in the Odoo " -"database." +"To set a removal strategy on a location, the :guilabel:`Storage Locations` " +"and :guilabel:`Multi-Step Routes` settings **must** be enabled in " +":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:59 msgid "" -"Receiving products can also be done within the Odoo *Barcode* application. " -"If using the *Barcode* app, scan the product(s), update the quantity, and " -"finally, click :guilabel:`Validate`. After products are received in Odoo, " -"the products can then be moved to their respective storage locations." +"These features are **only** necessary when setting the removal strategy on a" +" location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:61 msgid "" -"Continuing with the same example, below, imagine several sales orders are " -"made for the products received earlier, that use expiration dates. In this " -"example, the products weren't received on the same day, and they don't have " -"the same expiration date. In this situation, logically, sending products " -"with the closest expiration date is preferred, instead of products received " -"first or last. Using the chosen removal strategy configured for those " -"products (in this example, :ref:`FEFO `), Odoo generates a " -"transfer for the products with the soonest expiration date to the picking " -"area, then the packing area, and finally, to the shipping docks for delivery" -" to the customer." +"Configure removal strategies on product categories by going to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"selecting the intended product category. Next, choose a removal strategy " +"from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:66 msgid "" -"Products being packed at the packing area for delivery, taking the expiration dates into\n" -"account." +"When there are different removal strategies applied on both the location and" +" product category for a product, the value set on the :guilabel:`Force " +"Removal Strategy` field set on a :guilabel:`Product Category` form is " +"applied as top priority." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:91 +msgid "Required features" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:73 msgid "" -"To pick for delivery, the product's lot/serial number can be found on the " -"transfer form. To learn more about picking and shipping, refer to either the" -" :ref:`Two-step delivery ` or " -":ref:`Three-step delivery ` documentation." +"While some removal strategies are available by default, some additional " +"features **must** be enabled in :menuselection:`Inventory --> Configuration " +"--> Settings` for the removal strategy option to appear in the drop-down " +"menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " +"Strategy` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:85 -msgid "How each removal strategy works" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:78 +msgid "" +"Refer to the table below for a summary of required features. Otherwise, " +"refer to the dedicated sections for the removal strategy for more details on" +" requirements and usage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:86 +msgid "FIFO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:87 -msgid "" -"Removal strategies determine which products are taken from the warehouse " -"when orders are confirmed." +msgid "LIFO" msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:88 +msgid "FEFO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:89 +msgid "Closest Location" +msgstr "最接近位置" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:90 -msgid "First In, First Out (FIFO)" -msgstr "" +msgid "Least Packages" +msgstr "最少包裝" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:92 -msgid "" -"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " -"product triggers a removal rule, which requests a transfer for the " -"lot/serial number that entered the stock first (and therefore, has been in " -"stock for the longest time)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:93 +msgid "Lots & Serial Numbers" +msgstr "批次及序號" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:94 +msgid "Lots & Serial Numbers, Expiration Date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:95 +msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:96 -msgid "" -"For example, imagine there are three lots of nails in the warehouse, and " -"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " -"five boxes of nails in it." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 +msgid "Packages" +msgstr "包裹" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:101 +msgid "Lots and serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:103 msgid "" -"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " -"`00003` on June 1. A customer orders six boxes on June 11." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:102 -msgid "" -"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " -"request will pick the five boxes from lot `00001` first, and then from the " -"boxes in lot `00002`, since lot `00001` entered the stock first. The box " -"from lot `00002` is taken next because it has the oldest receipt date after " -"lot `00001`." +"Lots and serial numbers differentiate identical products and track " +"information like arrival or expiration dates. To enable this feature, " +"navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" +" the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " +"& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations for the transfer shows the nail lots to be removed." +msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:112 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:114 msgid "" -"Similar to the :abbr:`FIFO (First In, First Out)` method, the " -":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " -"on the date they entered a warehouse's stock. Instead of removing the oldest" -" stock on-hand, however, it targets the **newest** stock on-hand for " -"removal." +"Next, ensure the intended product is tracked by lots or serial numbers by " +"navigating to the product form through :menuselection:`Inventory --> " +"Products --> Products`, and selecting the desired product. On the product " +"form, switch to the :guilabel:`Inventory` tab, and under the " +":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " +"Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:118 msgid "" -"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " -"method is placed, a transfer is created for the lot/serial number that has " -"most recently entered the stock (the **last** lot/serial number that entered" -" the warehouse's inventory)." +"After enabling the features, assign lot or serial numbers to products using " +"an :doc:`inventory adjustment <../inventory_management/count_products>` or " +"during :ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:123 -msgid "" -"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" -" banned, since it can potentially result in old, expired, or obsolete " -"products being delivered to customers." +msgid "Locations and routes" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:125 msgid "" -"For example, imagine there are three lots of boxes of screws in the " -"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " -"`10003`, each with 10 boxes of screws per lot." +"**Storage locations** and **multi-step routes** are necessary features for " +"setting **all** types of removal strategies on a location. However, these " +"features are specifically required for the closest location removal strategy" +" since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:129 msgid "" -"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " -"`10003` on June 6. A customer orders seven boxes on June 8." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:132 -msgid "" -"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " -"requested for seven boxes of screws from lot `10003` because that lot is the" -" last one to have entered the stock." +"To activate these features, navigate to :menuselection:`Inventory --> " +"Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" +" the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " +"features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"The detailed operations shows which lots are being selected for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:140 -msgid "First Expired, First Out (FEFO)" +msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:142 msgid "" -"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" -" Out)` methods target products for removal based on date of entry into the " -"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " -"products for removal based on their assigned expiration dates." +"Enable the **expiration date** feature to track expiration dates, best " +"before dates, removal dates, and alert dates on a lot or serial number by " +"navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:146 msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " -"sales order that includes products with this removal strategy assigned " -"ensures that transfers are requested for products with the expiration date " -"soonest to the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:150 -msgid "" -"As an example, imagine there are three lots of six-egg boxes. Those three " -"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " -"with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:153 -msgid "" -"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " -"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " -"and expires on July 21. A customer orders six boxes on July 5." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:157 -msgid "" -"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " -"requested for the five boxes from lot `20002` and one from lot `20001`. All " -"the boxes in lot `20002` are transferred because they have the earliest " -"expiration date. The transfer also requests one box from lot `20001` because" -" it has the next closest expiration date after lot `20002`." +"Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " +"Serial Numbers` feature is selected, and then select the check box for " +":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "The detailed operations for the transfer shows the lots to be removed." +msgid "Enable expiration dates feature for FEFO." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:167 -msgid "Using removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:158 msgid "" -"To differentiate some units of products from others, the units need to be " -"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " -"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " -"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " -"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " -"save changes." +"The *packages* feature is used to group products together and is required " +"for the least packages removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:161 +msgid "" +"Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " +"select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Traceability settings." +msgid "Enable the packages feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid ":alt: Warehouse settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:170 msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " -":guilabel:`Expiration Dates` setting needs to be activated as well. To " -"enable this, go to :menuselection:`Inventory app --> Configuration --> " -"Settings`, scroll down to the :guilabel:`Traceability` section, and click " -"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " -":guilabel:`Save` to save all changes." +":doc:`2-step delivery " +"<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:171 msgid "" -"Now, specific removal strategies can be defined on product categories. To do" -" this, go to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and choose a product category to define the removal strategy " -"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " -"strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:194 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:198 -msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"`)." -" Those three lots have the following numbers: :guilabel:`20001`, " -":guilabel:`20002`, and :guilabel:`20003`, each with five boxes in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:204 -msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:213 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:218 -msgid "Closest Location" -msgstr "最接近位置" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:220 -msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:224 -msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:230 -msgid "Use removal strategies" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:232 -msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Removal strategy on a product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:241 -msgid "" -"To view all products with lots/serial numbers assigned to them, navigate to " -":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " -"reveals a page with drop-down menus of all products assigned lots or serial " -"numbers, filtered by *product* by default. To change the category these " -"products are filtered by, click :guilabel:`Product` (in the search bar, in " -"the top right of the page) to remove the default filter, and select a new " -"filter if desired." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" -"numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:252 -msgid "" -"To view the serial numbers being selected for a sales order, go to the " -":guilabel:`Sales app` and select the sales order in question. In the sales " -"order, click the :guilabel:`Delivery` smart button in the top right. In the " -":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " -"icon in the far right for the product in question. The :guilabel:`Detailed " -"Operations` window appears, and displays the lot or serial numbers selected " -"for that specific product for the delivery order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:260 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:262 -msgid "" -"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " -"products which enter a warehouse's stock first are removed first. Companies " -"should use this method if they are selling products with short demand " -"cycles, such as clothes, to ensure they are not stuck with outdated styles " -"in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:267 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " -"the :guilabel:`Inventory Valuation Report`, the three different receipts are" -" listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of white shirts in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:275 -msgid "" -"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " -"lot `000003` contains two shirts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:278 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:285 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the oldest lot numbers will be reserved thanks to" -" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " -"`000001` and one shirt from lot `000002` will be selected to be sent to the " -"customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for a sales order with the FIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:295 -msgid "LIFO (Last In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:297 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " -"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " -"With this method, the products that are received **last** are moved out " -"first. This method is mostly used for products without a shelf life, and no " -"time-sensitive factors, such as expiration dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:302 -msgid "" -"In this example, there are three lots of cinder blocks. The blocks are from " -"the *All/Building Materials* category, where *FIFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the lots of cinder blocks in the inventory valuation report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:310 -msgid "" -"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" -" blocks, and lot `0000400` contains four cinder blocks." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:313 -msgid "" -"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " -"navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (for this example, the " -":guilabel:`All/Building Materials` category) to edit. This reveals a product" -" category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:318 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " -"Out (LIFO)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Last in first out (LIFO) strategy set up as forced removal strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:325 -msgid "" -"To see the removal strategy in action, go to the :menuselection:`Sales app` " -"and click :guilabel:`Create` to create a sales order. Next, select a " -":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " -"product` in the :guilabel:`Order Lines` tab. Select a product (for this " -"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " -"the name of the product in the field. Enter a quantity (for this example, " -"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" -" click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:332 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the newest lot numbers will be reserved thanks to" -" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" -" lot `0000400` and one cinder block from lot `000030` will be selected to be" -" sent to the customer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Two lots being reserved for sale with the LIFO strategy." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:344 -msgid "FEFO (First Expired, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:346 -msgid "" -"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " -"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" -" strategies, because it targets products for removal based on **expiration " -"dates** instead of their warehouse receipt dates. With this method, the " -"products that are going to expire first are moved out first. This method is " -"used for perishable products, such as medicine, food, and beauty products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:352 -msgid "" -"Lots are picked based on their **removal date** from earliest to latest. " -"Removal dates indicate how many days *before* the expiration date the " -"product needs to be removed from stock. The removal date is set on the " -"product form. Lots without a removal date defined are picked after lots with" -" removal dates." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:358 -msgid "" -"If products are not removed from stock when they should be, lots that are " -"past the expiration date may still be picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:362 -msgid "" -"For more information about expiration dates, reference the :doc:`Expiration " -"dates <../../product_management/product_tracking/expiration_dates>` " -"document." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:365 -msgid "" -"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " -"and ensure :guilabel:`Expiration Dates` is enabled. Once the " -":guilabel:`Expiration Dates` setting is enabled, it's possible to define " -"different expiration dates for individual serialized products, as well as " -"for lot numbers containing many products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:370 -msgid "" -"In this example, there are three lots of hand cream. The creams are from the" -" *All/Health & Beauty* category, where *FEFO* is set as the removal " -"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" -" receipts are listed with the amounts." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:374 -msgid "" -"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " -"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" -" `0000003` contains ten tubes of hand cream, expiring on October 31." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "" -"View the hand cream lot numbers and expiration dates in the inventory " -"report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:382 -msgid "" -"Expiration dates can be entered when validating the received products, or " -"set on products by going to :menuselection:`Inventory app --> Products --> " -"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" -" select the product from the drop-down menu. Next, select the expiration " -"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "View of the removal date for 0000001." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:391 -msgid "" -"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" -" navigate to :menuselection:`Inventory app --> Configuration --> Product " -"Categories`, and select a product category (in this example, the " -":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " -"category form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:396 -msgid "" -"Once on the product category form, under the :guilabel:`Logistics` section, " -"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," -" First Out)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "FEFO forced removal strategy set on the product category." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:403 -msgid "" -"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " -"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" -" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " -"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " -"the drop-down menu, or type in the name of the product in the field. Enter a" -" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" -" click :guilabel:`Save`, then click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst:410 -msgid "" -"Once the sales order is confirmed, the delivery order will be created and " -"linked to the picking, and the lot numbers expiring first will be reserved " -"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " -"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " -"selected to be sent to the customer, detailed in the :guilabel:`Detailed " -"Operations` tab in the sales order." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst-1 -msgid "Hand cream lot numbers selected for the sales order." +":doc:`3-step delivery " +"<../../shipping_receiving/daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst:3 @@ -10705,10 +11949,6 @@ msgid "" "`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:66 -msgid "Packages" -msgstr "包裹" - #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/usage.rst:68 msgid "" "Packages are a physical container that holds one or several products from a " @@ -12012,20 +13252,20 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:38 msgid "" -":guilabel:`Removal Strategy`: the :ref:`strategy " -"` for how items should be taken from " -"inventory" +":guilabel:`Removal Strategy`: the :doc:`strategy " +"<../advanced_operations_warehouse/removal>` for how items should be taken " +"from inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "Create location hierarchies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:50 msgid "" "The *Parent Location* setting on the new location form allows for a location" " to exist within a warehouse or another location. Every location can serve " @@ -12034,14 +13274,14 @@ msgid "" "structure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" "Location hierarchy could be organized so that a shelf is located within an " "aisle, which is located within a room, which is located within the overall " "warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid "" "To create the location hierarchy in the example above, set the warehouse as " "the parent of the room, the room as the parent of the aisle, and the aisle " @@ -14922,8 +16162,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " -"the same product. Having a consolidated BoM for a product with variants " -"saves time by preventing the need to manage multiple BoMs." +"the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " +"a product with variants saves time by preventing the need to manage multiple" +" :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 @@ -14932,53 +16173,320 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" -"To activate variants, simply navigate to :menuselection:`Inventory --> " -"Configuration --> Settings --> Products`, and then enable the " -":guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the" -" setting. For more information on configuring product variants, refer to " -":doc:`this page <../../../sales/sales/products_prices/products/variants>`." +"To activate the product variants feature, navigate to " +":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " +"down to the :guilabel:`Products` section. Then, click the checkbox to enable" +" the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " +"apply the setting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 +msgid "" +"For more information on configuring product variants, refer to the " +":doc:`product variants " +"<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:22 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 +msgid "Create custom product attributes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 +msgid "" +"Once the product variants feature is activated, create and edit product " +"attributes on the :guilabel:`Attributes` page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 +msgid "" +"The :guilabel:`Attributes` page is accessible either from " +":menuselection:`Inventory app --> Configuration --> Settings` by clicking " +"the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " +"app --> Configuration --> Attributes`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 +msgid "" +"Once on the :guilabel:`Attributes` page, either click into an existing " +"attribute, or click :guilabel:`Create` to create a new one. Clicking " +":guilabel:`Create` reveals a new, blank form for customizing an attribute. " +"For an existing attribute, click :guilabel:`Edit` on its form to make " +"changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +msgid "" +"Assign an :guilabel:`Attribute Name`, and choose a category from the " +":guilabel:`Category` field's drop-down menu. Then, select the desired " +"options next to the :guilabel:`Display Type` and :guilabel:`Variants " +"Creation Mode` fields. Once the desired options are selected, click " +":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " +"new value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 +msgid "" +"Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " +"checkbox. If selected, this value will be recognized as a custom value, " +"which allows customers to type special customization requests upon ordering " +"a custom variant of a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 +msgid "Product variant attribute configuration screen." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 +msgid "" +"Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " +"to save the new attribute." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 +msgid "Add product variants on the product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 +msgid "" +"Created attributes can be applied on specific variants for particular " +"products. To add product variants to a product, navigate to the product form" +" by going to :menuselection:`Inventory app --> Products --> Products`. To " +"make changes to the product, click :guilabel:`Edit`. Then, click the " +":guilabel:`Variants` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 +msgid "" +"Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " +"a new attribute, and select one to add from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 +msgid "" +"Then, under the :guilabel:`Values` header, click the drop-down menu to " +"choose from the list of existing values. Click on each desired value to add " +"them, and repeat this process for any additional attributes that should be " +"added to the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 +msgid "Once finished, click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Product form variants tab with values and attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 +msgid "" +":abbr:`BoM (bill of materials)` products with multiple variants that are " +"manufactured in-house should either have a **0,0 reordering rule** set up, " +"or have their replenishment routes set to *Replenish on Order (MTO)*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" -"Next, create a new BoM or edit an existing one by going to " -":menuselection:`Manufacturing --> Products --> Bills of Materials`. Then, " -"click :guilabel:`Edit`. The :guilabel:`Apply on Variants` option to assign " -"components to specific product variants on the BoM is available once the " -":guilabel:`Variants` setting is activated from the :guilabel:`Inventory` " -"application. If the :guilabel:`Apply on Variants` field is not immediately " -"visible, activate it from the additional options menu." +"Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " +"one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" +" Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " +"of Materials` form to configure from scratch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 +msgid "" +"Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" +"down menu in the :guilabel:`Product` field and selecting the desired " +"product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 +msgid "" +"Then, add components by clicking :guilabel:`Add a line` under the " +":guilabel:`Component` section of the :guilabel:`Components` tab, and " +"choosing the desired components from the drop-down menu." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 +msgid "" +"Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" +" Unit of Measure` columns. Then, choose the desired values in the " +":guilabel:`Apply on Variants` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 +msgid "" +"The :guilabel:`Apply on Variants` option to assign components to specific " +"product variants on the :abbr:`BoM (bill of materials)` is available once " +"the :guilabel:`Variants` setting is activated from the " +":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" +" field is not immediately visible, activate it from the additional options " +"menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:35 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" -"When defining variant BoMs by component assignment, the :guilabel:`Product " -"Variant` field in the main section of the BoM should be left blank, as shown" -" below. This field is used only when creating a BoM specifically for one " +"When defining variant :abbr:`BoMs (bills of material)` by component " +"assignment, the :guilabel:`Product Variant` field in the main section of the" +" :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " +"used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 +msgid "" +"When all desired configurations have been made to the :abbr:`BoM (bill of " +"materials)`, click :guilabel:`Save` at the top of the form to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 +msgid "" +"For components that only apply for specific variants, choose which " +"operations the components should be consumed in. If the :guilabel:`Consumed " +"in Operation` column is *not* immediately visible, activate it from the " +"additional options menu (three-dots icon, to the right of the header row)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 +msgid "Sell and manufacture variants of BoM products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 +msgid "" +"To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" +" to order, navigate to :menuselection:`Sales app --> Create` to create a new" +" quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 +msgid "Sell variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 +msgid "" +"Once on the blank :guilabel:`Quotation` form, click the drop-down next to " +"the :guilabel:`Customer` field to add a customer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 +msgid "" +"Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " +"product`, and select the previously-created :abbr:`BoM (bill of materials)` " +"product with variants from the drop-down menu. Doing so reveals a " +":guilabel:`Configure a product` pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 +msgid "" +"From the pop-up window, click the desired attribute options to configure the" +" correct variant of the product to manufacture. Then, click the green " +":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " +"to sell and manufacture, if desired." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 -msgid "Applying components to multiple variants." +msgid "Configure a product pop-up for choosing variant attributes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 +msgid "" +"Once all the specifications have been chosen, click :guilabel:`Add`. This " +"will change the pop-up to a second :guilabel:`Configure` pop-up, where " +"available optional products will appear, if they have been created " +"previously." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 +msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 +msgid "" +"Then, click :guilabel:`Save` to save all changes, and click " +":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " +"and confirm a new sales order (SO)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 +msgid "Manufacture variant of BoM product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 +msgid "" +"Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " +"smart button appears at the top of the :abbr:`SO (sales order)` form. Click " +"the :guilabel:`Manufacturing` smart button to open the " +":guilabel:`Manufacturing Order` form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 +msgid "" +"On this form, under the :guilabel:`Components` tab, the appropriate " +"components for the chosen variant are listed. And, depending on the variant," +" different components will be listed. To see any mandatory or optional " +":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 +msgid "" +"To enter the tablet view work order screen, click the :guilabel:`tablet " +"icon` to the right of the row for the desired operation to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 +msgid "" +"From the tablet view, click :guilabel:`Mark as Done` as the operation " +"progresses to complete the operation steps." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 +msgid "" +"Alternatively, click the :guilabel:`Mark as Done` button at the top of the " +"manufacturing order form to complete the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 +msgid "Manufacturing order for variant of BoM product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 +msgid "" +"Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " +"the top of the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 +msgid "" +"Now that the product has been manufactured, click the :guilabel:`Delivery` " +"smart button to deliver the product to the customer. From the " +":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " +":guilabel:`Apply` to deliver the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 +msgid "" +"To finish the sale, click back to the :abbr:`SO (sales order)` via the " +":guilabel:`breadcrumbs` at the top of the page again. Then, click " +":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " +"invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 @@ -15574,10 +17082,6 @@ msgid "" "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 -msgid "Traceability" -msgstr "追溯性" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " diff --git a/locale/zh_TW/LC_MESSAGES/productivity.po b/locale/zh_TW/LC_MESSAGES/productivity.po index f0c2bed8d..5ae9f90f0 100644 --- a/locale/zh_TW/LC_MESSAGES/productivity.po +++ b/locale/zh_TW/LC_MESSAGES/productivity.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Tony Ng, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" @@ -8425,26 +8425,28 @@ msgstr "" #: ../../content/applications/productivity/to_do.rst:23 msgid "" -"You can create a new to-do on the fly from anywhere in Odoo by clicking the " -"clock button and then :guilabel:`Add a To-Do`." +"You can create a new to-do on the fly from anywhere in Odoo by opening the " +"**command palette tool** with the keyboard shortcut ´ctrl+k´ and clicking " +":guilabel:`Add a To-Do`, or by clicking the clock button and then " +":guilabel:`Add a To-Do`." msgstr "" #: ../../content/applications/productivity/to_do.rst:0 msgid "Adding a to-do on the fly" msgstr "" -#: ../../content/applications/productivity/to_do.rst:30 +#: ../../content/applications/productivity/to_do.rst:31 msgid "Converting to-dos into project tasks" msgstr "" -#: ../../content/applications/productivity/to_do.rst:32 +#: ../../content/applications/productivity/to_do.rst:33 msgid "" "If you use the :doc:`Project app <../services/project>`, you can convert to-" "dos into project tasks. To do so, open a to-do and click the gear button " "(:guilabel:`⚙`), then :guilabel:`Convert to Task`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:35 +#: ../../content/applications/productivity/to_do.rst:36 msgid "" "Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and " ":guilabel:`Tags`, then click :guilabel:`Convert to Task`. The to-do is now a" @@ -8455,11 +8457,11 @@ msgstr "" msgid "Converting a to-do into a task" msgstr "" -#: ../../content/applications/productivity/to_do.rst:42 +#: ../../content/applications/productivity/to_do.rst:43 msgid "Managing the to-do pipeline" msgstr "" -#: ../../content/applications/productivity/to_do.rst:44 +#: ../../content/applications/productivity/to_do.rst:45 msgid "" "Your assigned **to-dos** are displayed on the app dashboard. You can drag " "and drop a to-do to move it from one stage to another." @@ -8469,13 +8471,13 @@ msgstr "" msgid "Example of a to-do pipeline" msgstr "" -#: ../../content/applications/productivity/to_do.rst:51 +#: ../../content/applications/productivity/to_do.rst:52 msgid "" "Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to" " create a new stage." msgstr "" -#: ../../content/applications/productivity/to_do.rst:53 +#: ../../content/applications/productivity/to_do.rst:54 msgid "" "Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, " ":guilabel:`Edit`, or :guilabel:`Delete` it." @@ -8485,11 +8487,11 @@ msgstr "" msgid "Stage settings button" msgstr "" -#: ../../content/applications/productivity/to_do.rst:60 +#: ../../content/applications/productivity/to_do.rst:61 msgid "Scheduling activities" msgstr "" -#: ../../content/applications/productivity/to_do.rst:62 +#: ../../content/applications/productivity/to_do.rst:63 msgid "" "To schedule an activity on a to-do, click the clock button on the app " "dashboard, then the :guilabel:`+ Schedule an activity` button." @@ -8499,43 +8501,43 @@ msgstr "" msgid "Scheduling an activity from the To-do dashboard" msgstr "" -#: ../../content/applications/productivity/to_do.rst:68 +#: ../../content/applications/productivity/to_do.rst:69 msgid "To create the activity:" msgstr "" -#: ../../content/applications/productivity/to_do.rst:70 +#: ../../content/applications/productivity/to_do.rst:71 msgid "Select an :guilabel:`Activity Type`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:71 +#: ../../content/applications/productivity/to_do.rst:72 msgid "Select a :guilabel:`Due date`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:72 +#: ../../content/applications/productivity/to_do.rst:73 msgid "Choose who the activity should be :guilabel:`Assigned to`." msgstr "" -#: ../../content/applications/productivity/to_do.rst:73 +#: ../../content/applications/productivity/to_do.rst:74 msgid "" "Add a brief :guilabel:`Summary` if needed. You can add a more elaborate " "description in the :guilabel:`Log a note` box." msgstr "" -#: ../../content/applications/productivity/to_do.rst:76 +#: ../../content/applications/productivity/to_do.rst:77 msgid "Click :guilabel:`Schedule` to complete the action." msgstr "" -#: ../../content/applications/productivity/to_do.rst:79 +#: ../../content/applications/productivity/to_do.rst:80 msgid "" "The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not " "create a to-do task." msgstr "" -#: ../../content/applications/productivity/to_do.rst:82 +#: ../../content/applications/productivity/to_do.rst:83 msgid "Viewing to-dos in the Project app" msgstr "" -#: ../../content/applications/productivity/to_do.rst:84 +#: ../../content/applications/productivity/to_do.rst:85 msgid "" "If you use the :doc:`Project app <../services/project>`, your to-dos also " "appear as private tasks under the :guilabel:`My Tasks` view." @@ -8545,7 +8547,7 @@ msgstr "" msgid "Example of a \"My Tasks\" pipeline in the Project app" msgstr "" -#: ../../content/applications/productivity/to_do.rst:91 +#: ../../content/applications/productivity/to_do.rst:92 msgid "" "A padlock icon is visible on your private tasks to quickly identify them " "among your project tasks." diff --git a/locale/zh_TW/LC_MESSAGES/sales.po b/locale/zh_TW/LC_MESSAGES/sales.po index eaf6198f1..1f11eeafb 100644 --- a/locale/zh_TW/LC_MESSAGES/sales.po +++ b/locale/zh_TW/LC_MESSAGES/sales.po @@ -6,16 +6,16 @@ # Translators: # 敬雲 林 , 2023 # Tony Ng, 2023 -# Wil Odoo, 2023 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -54,19 +54,12 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" -"The system can generate leads instead of opportunities, in order to add a " -"qualification step before converting a *Lead* into an *Opportunity* and " -"assigning to the right sales people." +"*Leads* act as qualifying steps before an opportunity is created. This " +"provides additional time before a potential opportunity is assigned to a " +"sales person." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 -msgid "" -"You can activate this mode from the CRM Settings. It applies to all your " -"sales channels by default. But you can make it specific for specific " -"channels from their configuration form." -msgstr "" - -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 @@ -91,80 +84,200 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 -#: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "配置" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" -"For this feature to work, go to :menuselection:`CRM --> Configuration --> " -"Settings` and activate the *Leads* feature." +"To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " +"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " +"Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 -msgid "" -"You will now have a new submenu *Leads* under *Leads* where they will " -"aggregate." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads setting on CRM configuration page." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 +msgid "" +"Activating this feature adds a new menu, :guilabel:`Leads`, to the header " +"menu bar at the top of the screen." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Leads menu on CRM application." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 +msgid "" +"Once the *Leads* setting has been activated, it applies to all sales teams " +"by default. To turn off leads for a specific team, navigate to " +":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " +"team from the list to open the record, and uncheck the :guilabel:`Leads` " +"box. Once done, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" -"When you click on a *Lead* you will have the option to convert it to an " -"opportunity and decide if it should still be assigned to the same " -"channel/person and if you need to create a new customer." +"To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" +" Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" -"If you already have an opportunity with that customer Odoo will " -"automatically offer you to merge with that opportunity. In the same manner, " -"Odoo will automatically offer you to link to an existing customer if that " -"customer already exists." +"In the upper-left corner of the screen, click the :guilabel:`Convert to " +"Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" +" window." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 -msgid "Merge opportunities" +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity button on a lead record." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" -"Odoo will also automatically propose to merge opportunities if they have the" -" same email address. When merging opportunities, Odoo merges the information" -" into the opportunity which was created first, giving priority to the " -"information present on the first opportunity." +"On the :guilabel:`Convert to opportunity` pop-up window, in the " +":guilabel:`Conversion action` field, select the :guilabel:`Convert to " +"opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" -"No information is lost: data from the other opportunity is logged in the " -"chatter and the information fields for easy access." +"If a lead, or an opportunity, already exists in the database for this " +"customer, Odoo automatically suggests merging both leads/opportunities. For " +"more information on merging leads and opportunities, see the section on how " +"to :ref:`merge leads ` below." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" -"Would you find a duplicate yourself, ...you can also merge opportunities or " -"leads even if the system doesn't propose it." +"Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" +" the opportunity should be assigned." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" -"Here’s how, from the list view. Select the opportunities or leads you want " -"to merge and the action button will appear. Then, you can select merge." +"If the lead has already been assigned to a salesperson or a team, these " +"fields automatically populate with that information." msgstr "" -#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 -msgid "It is also possible to merge more than 2 opportunities or leads." +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Create opportunity pop-up." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 +msgid "" +"Under the :guilabel:`Customer` heading, choose from the following options:" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 +msgid "" +":guilabel:`Create a new customer`: Choose this option to use the information" +" in the lead to create a new customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 +msgid "" +":guilabel:`Link to an existing customer`: Choose this option, then select a " +"customer from the resulting drop-down menu, to link this opportunity to the " +"existing customer record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 +msgid "" +":guilabel:`Do not link to a customer`: Choose this option to convert the " +"lead, but not link it to a new or existing customer." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 +msgid "" +"Lastly, when all configurations are complete, click :guilabel:`Create " +"Opportunity`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 +msgid "Merge leads and opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 +msgid "" +"Odoo automatically detects similar leads and opportunities by comparing the " +"email addresses of the associated contacts. If a similar lead/opportunity is" +" found, a :guilabel:`Similar Lead` smart button appears at the top of the " +"lead/opportunity record." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Similar leads smart button." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 +msgid "" +"To compare the details of the similar leads/opportunities, click the " +":guilabel:`Similar Leads` button. This opens a kanban view with only the " +"similar leads/opportunities. Click into each card to view the details for " +"each lead/opportunity, and confirm if they should be merged." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 +msgid "" +"When merging, Odoo gives priority to whichever lead/opportunity was created " +"in the system first, merging the information into the first created " +"lead/opportunity. However, if a lead and an opportunity are being merged, " +"the resulting record is referred to as an opportunity, regardless of which " +"record was created first." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 +msgid "" +"After confirming that the leads/opportunities should be merged, return to " +"the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " +"Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " +"change to list view." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 +msgid "" +"Check the box on the left of the page for the leads/opportunities to be " +"merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " +"page, to reveal a drop-down menu. From that drop-down menu, select the " +":guilabel:`Merge` option to merge the selected opportunities (or leads)." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 +msgid "" +"When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " +"drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " +"window, decide to :guilabel:`Assign opportunities to` a " +":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 +msgid "" +"Below those fields, the leads/opportunities to merge are listed, along with " +"their related information. To merge those selected leads/opportunities, " +"click :guilabel:`Merge`." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 +msgid "" +"When merging opportunities, no information is lost. Data from the other " +"opportunity is logged in the chatter, and the information fields, for " +"reference." +msgstr "" + +#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 +msgid "Merge option from action menu in list view." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 @@ -467,6 +580,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 +#: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "價目表" @@ -6891,14 +7005,16 @@ msgid "Rental" msgstr "租賃" #: ../../content/applications/sales/rental.rst:5 -msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." +msgid "" +"The Odoo *Rental* application provides comprehensive solutions to configure " +"and manage rentals." msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" -"From a single view, you can send out quotations, confirm orders, schedule " -"rentals, register when products are picked up and returned, and invoice your" -" customers." +"Send quotations, confirm orders, schedule rentals, register products when " +"they are picked up and returned, and invoice customers from this single " +"platform." msgstr "" #: ../../content/applications/sales/rental.rst:11 @@ -6910,143 +7026,507 @@ msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 -msgid "Rental Pricing" +msgid "Dashboard" msgstr "" -#: ../../content/applications/sales/rental.rst:22 +#: ../../content/applications/sales/rental.rst:19 msgid "" -"Go to :menuselection:`Rental --> Products`, select or create a product, and " -"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" -" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " -"*Duration*, and a *Price*. You can add as many price lines as necessary, " -"usually to give out discounts for longer rental durations." +"Upon opening the *Rental* application, the :guilabel:`Rental Orders` " +"dashboard is revealed." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Example of rental pricing configuration in Odoo Rental" +msgid "" +"Example of the Rental Orders dashboard available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:25 +msgid "" +"In the default kanban view, all rentals are visible. Each rental card " +"displays the customer name, the price of the rental, the related sales order" +" number, along with the status of the rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:29 +msgid "" +"Rental kanban cards that do **not** display a rental status means those " +"rentals have confirmed quotations, but have not been picked up yet." msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" -"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." -" You can also set a *Security Time*, expressed in hours, to make the product" -" temporarily unavailable between two rental orders." +"On the left sidebar, the :guilabel:`Rental Status` for each rental can be " +"found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " +"accessible. Clicking any option in the left sidebar filters the displayed " +"rentals on the dashboard." msgstr "" #: ../../content/applications/sales/rental.rst:37 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 +#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 +msgid "Settings" +msgstr "設定" + +#: ../../content/applications/sales/rental.rst:39 msgid "" -"If you want to rent a product created outside of the Rental app, do not " -"forget to tick *Can be Rented* under the product's name. By default, this " -"option is ticked when you create a product directly from the Rental app." +"To configure additional rental delay costs, availability of rental items, or" +" minimum time of rental, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`." msgstr "" -#: ../../content/applications/sales/rental.rst:42 -msgid "Computing" -msgstr "" - -#: ../../content/applications/sales/rental.rst:44 -msgid "" -"Odoo always uses two rules to compute the price of a product when you create" -" a rental order:" +#: ../../content/applications/sales/rental.rst-1 +msgid "How the Settings page appears in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:46 -msgid "Only one price line is used." -msgstr "" - -#: ../../content/applications/sales/rental.rst:47 -msgid "The cheapest line is selected." +msgid "" +"In the :guilabel:`Rental` section, there are options to configure " +":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " +"is also the option to activate :guilabel:`Rental Transfers` and " +":guilabel:`Digital Documents`." msgstr "" #: ../../content/applications/sales/rental.rst:50 -msgid "Consider the following rental pricing configuration for a product:" +msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." +msgstr "" + +#: ../../content/applications/sales/rental.rst:51 +msgid "" +":guilabel:`Default Padding Time` represents the minimum amount of time " +"between two rentals." msgstr "" #: ../../content/applications/sales/rental.rst:52 -msgid "1 day: $100" -msgstr "" - -#: ../../content/applications/sales/rental.rst:53 -msgid "3 days: $250" +msgid "" +":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" +" for rental orders." msgstr "" #: ../../content/applications/sales/rental.rst:54 -msgid "1 week: $500" +msgid "" +":guilabel:`Digital Documents` allows users to upload documents for customers" +" to sign prior to" +msgstr "" + +#: ../../content/applications/sales/rental.rst:54 +msgid "confirming their rental." msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" +"In the :guilabel:`Rent Online` section, there are options to configure a " +":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " +"days`, or days during which pickup and return are not possible." +msgstr "" + +#: ../../content/applications/sales/rental.rst:61 +msgid "Rental products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:63 +msgid "" +"To view all products that can rented in the database, navigate to " +":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" +" Rented` search filter appears in the search bar." +msgstr "" + +#: ../../content/applications/sales/rental.rst:66 +msgid "" +"Each product kanban card displays that product's name, rental price, and " +"product image (if applicable)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:70 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:72 +msgid "" +"To adjust the rental pricing on a product, go to the :guilabel:`Products` " +"page in the *Rental* app, then select the desired product or click " +":guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:75 +msgid "" +"On the product form, ensure the :guilabel:`Can be Rented` checkbox is " +"ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:83 +msgid "" +"If creating a rental product outside of the *Rental* app, just ensure the " +":guilabel:`Can be Rented` checkbox is ticked on the product form. By " +"default, this checkbox is ticked whenever a product is created directly in " +"the *Rental* application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:90 +msgid "" +"Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " +"designate custom rental prices and rental periods for the product." +msgstr "" + +#: ../../content/applications/sales/rental.rst:93 +msgid "" +"To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " +"*pricing period* (:dfn:`the unit of duration of the rental`) in the " +":guilabel:`Period` column, or create a new pricing period by typing in the " +"name and clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:97 +msgid "" +"Next, decide whether or not to apply this custom rental price to a specific " +":guilabel:`Pricelist`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:99 +msgid "" +"Lastly, enter the desired :guilabel:`Price` for that specific " +":guilabel:`Period`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:102 +msgid "" +"There is no limit to how many pricing lines can be added. Multiple pricing " +"options for rental products are typically used to give discounts for " +"customers who agree to longer rental durations." +msgstr "" + +#: ../../content/applications/sales/rental.rst:105 +msgid "" +"To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " +"and that row is deleted." +msgstr "" + +#: ../../content/applications/sales/rental.rst:109 +msgid "Reservations" +msgstr "預留" + +#: ../../content/applications/sales/rental.rst:111 +msgid "" +"Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " +"tab, there is the option to configure additional fines for any " +":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " +"return a rental." +msgstr "" + +#: ../../content/applications/sales/rental.rst:115 +msgid "" +"There is also the option to set a :guilabel:`Security Time`, expressed in " +"hours, to make the rental product temporarily unavailable between two rental" +" orders. Such a feature may prove useful if maintenance or cleaning is " +"required between rentals." +msgstr "" + +#: ../../content/applications/sales/rental.rst:120 +msgid "Price computing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:122 +msgid "" +"Odoo always uses two rules to compute the price of a product when a rental " +"order is created:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:124 +msgid "Only one price line is used." +msgstr "" + +#: ../../content/applications/sales/rental.rst:125 +msgid "The cheapest line is selected." +msgstr "" + +#: ../../content/applications/sales/rental.rst:128 +msgid "Consider the following rental pricing configuration for a product:" +msgstr "" + +#: ../../content/applications/sales/rental.rst:130 +msgid "1 day: $100" +msgstr "" + +#: ../../content/applications/sales/rental.rst:131 +msgid "3 days: $250" +msgstr "" + +#: ../../content/applications/sales/rental.rst:132 +msgid "1 week: $500" +msgstr "" + +#: ../../content/applications/sales/rental.rst:134 +msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" -#: ../../content/applications/sales/rental.rst:58 +#: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" -#: ../../content/applications/sales/rental.rst:64 +#: ../../content/applications/sales/rental.rst:142 +msgid "Rental orders" +msgstr "" + +#: ../../content/applications/sales/rental.rst:144 +msgid "" +"To create a rental order in the *Rental* app, navigate to " +":menuselection:`Rental app --> Orders --> Orders`, and click " +":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a filled out rental order available in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:152 +msgid "" +"Start by adding a :guilabel:`Customer`, then configure the desired duration " +"of the rental in the :guilabel:`Rental period` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:155 +msgid "" +"To adjust the rental duration, click the first date in the :guilabel:`Rental" +" period` field, and select the range of dates to represent the rental " +"duration from the pop-up calendar form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"Sample of a rental period calendar pop-up window in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:163 +msgid "" +"Once complete, click :guilabel:`Apply` in the calendar pop-up form. " +"Following that, the pop-up form disappears, and the designated time period " +"of the rental is represented in the :guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst:167 +msgid "" +"Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " +":guilabel:`Add a product`, and selecting the desired rental product to add " +"to the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst:171 +msgid "" +"If a rental product is added *before* the :guilabel:`Rental period` field " +"has been properly configured, the user can *still* adjust the " +":guilabel:`Rental period` field accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:174 +msgid "" +"Simply select the desired range of dates to represent the duration of the " +"rental, then click :guilabel:`Update Rental Prices` in the " +":guilabel:`Duration` field." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The update rental prices option that appears in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:181 +msgid "" +"Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " +"correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " +"accordingly." +msgstr "" + +#: ../../content/applications/sales/rental.rst:184 +msgid "" +"Once all the information has been entered correctly on the rental order " +"form, click the :guilabel:`Send by Email` button to send the quotation to " +"the customer, or click the :guilabel:`Confirm` button to confirm the order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:191 msgid "" -"You can ask your customers to sign a rental agreement outlining the " -"arrangement between you and your customers before they pick up products to " -"make sure your products are returned on time and in their original " -"condition. To do so, go to :menuselection:`Rental --> Configuration --> " -"Settings`, activate *Digital Documents*, and *Save*." +"Upon confirming a rental order, the :guilabel:`Sign Documents` button " +"appears. This gives the ability to request the customer sign a rental " +"agreement, outlining the arrangement between the company and customer, " +"*before* they pick up the rental product(s)." +msgstr "" + +#: ../../content/applications/sales/rental.rst:195 +msgid "" +"Such documents can ensure everything is returned on-time and in its original" +" condition." +msgstr "" + +#: ../../content/applications/sales/rental.rst:198 +msgid "" +"The :guilabel:`Sign Documents` button/option **only** appears if the " +":guilabel:`Digital Documents` feature has been activated in the *Rental* " +"application settings. To do so, navigate to :menuselection:`Rental app --> " +"Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " +"click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:204 +msgid "" +"This feature also requires the :doc:`Sign <../finance/sign>` app. If " +"necessary, Odoo automatically installs it after activating the " +":guilabel:`Digital Documents` setting." +msgstr "" + +#: ../../content/applications/sales/rental.rst:207 +msgid "" +"To request a customer signature on a rental agreement, select a confirmed " +"rental order, and click the :guilabel:`Sign Documents` button to reveal a " +":guilabel:`Sign Documents` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Digital Documents settings in Odoo Rental" -msgstr "" - -#: ../../content/applications/sales/rental.rst:76 msgid "" -"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " -"Odoo installs it after activating *Digital Documents*." +"The Sign Documents pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:79 +#: ../../content/applications/sales/rental.rst:214 msgid "" -"Once the app settings are saved, you have the option to change the default " -"*Rental Agreement* from the dropdown menu. You can pick any document already" -" uploaded to the *Sign* app, or upload a new one to the *Sign* app by " -"clicking on *Upload Template*." +"From here, select the desired document from the :guilabel:`Document " +"Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " +":guilabel:`New Signature Request` pop-up window." msgstr "" -#: ../../content/applications/sales/rental.rst:83 +#: ../../content/applications/sales/rental.rst-1 msgid "" -"To request a customer signature, select a confirmed rental order, click on " -"*Sign Documents*, choose the document template and click on *Sign Documents*" -" again. On the next window, select your customer and click on *Sign Now* to " -"start the signing process with your customer. Once the document is " -"completed, click on *Validate & Send Completed Document*." +"The New Signature Request pop-up window that appears in the Odoo Rental " +"application." msgstr "" -#: ../../content/applications/sales/rental.rst:89 +#: ../../content/applications/sales/rental.rst:221 +msgid "" +"Upon confirming the information in the :guilabel:`New Signature Request` " +"pop-up form, click :guilabel:`Sign Now` to initiate the signing process." +msgstr "" + +#: ../../content/applications/sales/rental.rst:224 +msgid "" +"A separate page is then revealed, showcasing the document to be signed, " +"which is accessible to the customer via the customer portal." +msgstr "" + +#: ../../content/applications/sales/rental.rst:227 +msgid "" +"Odoo guides the customer through the signing process with clear, clickable " +"indicators, and allows them to create electronic signatures to quickly " +"complete the form." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The adopt your signature pop-up window that appears in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:234 +msgid "" +"Once the document has been signed and completed, click the " +":guilabel:`Validate & Send Completed Document` button at the bottom of the " +"document." +msgstr "" + +#: ../../content/applications/sales/rental.rst-1 +msgid "" +"The validate and send completed document button in the Odoo Rental " +"application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:241 +msgid "" +"Upon clicking the :guilabel:`Validate & Send Completed Document` button, " +"Odoo presents the option to download the signed document for record-keeping " +"purposes, if necessary." +msgstr "" + +#: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/sales/rental.rst:94 -msgid "Pickup and Return receipt" +#: ../../content/applications/sales/rental.rst:250 +msgid "Pickup products" msgstr "" -#: ../../content/applications/sales/rental.rst:96 +#: ../../content/applications/sales/rental.rst:252 msgid "" -"You can print and give your customers receipts when they pick up and/or " -"return products. To do so, open any rental order, click on *Print* and " -"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " -"information about the current status of the rented items: which were picked " -"up, when they are expected to be returned, which were returned, and " -"potential rental delay costs." +"When a customer picks up the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Pickup` button, and then click " +":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " +"appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:256 +msgid "" +"Doing so places a :guilabel:`Picked-up` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:259 +msgid "Return products" +msgstr "" + +#: ../../content/applications/sales/rental.rst:261 +msgid "" +"When a customer returns the product(s), navigate to the appropriate rental " +"order, click the :guilabel:`Return` button, and validate the return by " +"clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " +"form that appears." +msgstr "" + +#: ../../content/applications/sales/rental.rst:265 +msgid "" +"Doing so places a :guilabel:`Returned` status banner on the rental order." +msgstr "" + +#: ../../content/applications/sales/rental.rst:268 +msgid "Print pickup and return receipts" +msgstr "" + +#: ../../content/applications/sales/rental.rst:270 +msgid "" +"Pickup and return receipts can be printed for customers when they pick up " +"and/or return rental products." +msgstr "" + +#: ../../content/applications/sales/rental.rst:273 +msgid "" +"To print pickup and/or return receipts, navigate to the appropriate rental " +"order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/rental.rst-1 -msgid "Printing a Pickup and Return receipt in Odoo Rental" +msgid "" +"The pickup and return receipt print option in the Odoo Rental application." +msgstr "" + +#: ../../content/applications/sales/rental.rst:280 +msgid "" +"From this drop-down menu, hover over the :guilabel:`Print` option to reveal " +"a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." +msgstr "" + +#: ../../content/applications/sales/rental.rst:283 +msgid "" +"Odoo generates and downloads a PDF, detailing all information about the " +"current status of the rented item(s)." msgstr "" #: ../../content/applications/sales/sales.rst:10 @@ -7065,285 +7545,339 @@ msgid "Amazon Connector" msgstr "亞馬遜聯接器" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 -msgid "Amazon Connector Features" +msgid "Amazon Connector features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" -"The **Amazon Connector** synchronizes the orders between Amazon and your " -"Odoo database, which reduces considerably the amount of time spent on your " -"Amazon Seller Central dashboard, making your daily routine a lot easier." +"The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " +"considerably reduces the amount of time spent manually entering Amazon " +"orders (from the Amazon Seller account) into Odoo. It also allows users to " +"accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 -msgid "Supported Features" +msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 -msgid "The connector is able to:" +msgid "The Amazon Connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" -"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and " -"their order items which include:" +"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " +"their order items, which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 -msgid "the product’s name, description and quantity" +msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 -msgid "the shipping costs for the product" +msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 -msgid "the gift wrapping charges" +msgid "gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" -"Create on Odoo any missing partner related to an order (contact types " -"supported: contact and delivery)." +"Create any missing partner related to an order in Odoo (contact types " +"supported: contact and delivery address)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:23 -msgid "" -"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:24 +msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:27 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:28 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:32 +msgid "" +"The following table lists capabilities provided by Odoo when using the " +"Amazon Connector:" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:31 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize shipped and canceled orders" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:37 +msgid "Synchronize shipped and canceled orders." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:33 -msgid "Synchronize unshipped and canceled orders" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "**Shipping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:36 -msgid "Charges" -msgstr "收費" - #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 -msgid "Delivery created" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "**Gift Wrapping**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Handled by Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:39 -msgid "Gift wrapping charges" +msgid "Synchronize unshipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 -msgid "Gift message" +msgid "**Shipping**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon, and included in the synchronized order." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:40 +msgid "" +"Shipping cost is computed by Amazon and included in the synchronized orders." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "Shipping done by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:44 +msgid "" +"A delivery order is automatically created in Odoo for each new order. Once " +"it has been processed in Odoo, the status is then synchronized in Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "**Gift Wrapping**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Handled by Amazon." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:50 +msgid "" +"Cost is computed by Amazon, and included in the synchronized order. Gift " +"message is added on a line of the order and on the delivery order. Then it " +"is up to the user." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "One stock move created per sales order item" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:42 -msgid "Handled by the delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:43 -msgid "Products available quantity updated from Odoo to Amazon" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "**Confirmation**" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:46 -msgid "Notify Amazon when confirming delivery" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:51 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" -"The connector is designed to synchronize orders' data as detailed above. " -"Other actions, such as downloading monthly fees reports, handling disputes, " -"or issuing refunds must be managed from Amazon Seller Central, as usual." +"Managed by Amazon, and synchronized with a virtual location to follow it in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:58 -msgid "Supported Marketplaces" +#: ../../content/applications/sales/sales/amazon_connector/features.rst:56 +msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:60 -msgid "" -"The Amazon Connector supports all the current marketplaces. If a marketplace" -" is not listed in your Amazon marketplaces, you can :ref:`add a new " -"marketplace `." +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "**Delivery Notifications**" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:61 +msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 +msgid "" +"The Amazon Connector is designed to synchronize the data of sales orders. " +"Other actions, such as downloading monthly fees reports, handling disputes, " +"or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" +" usual." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 +msgid "Supported marketplaces" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:75 +msgid "The Amazon Connector supports all the current marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:77 +msgid "" +"If a marketplace is not listed in your Amazon marketplaces, it's possible to" +" :ref:`add a new marketplace `." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/features.rst:81 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:67 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 -msgid "Manage Amazon orders in Odoo" +msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 -msgid "Synchronization of orders" +msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" -"Orders are automatically fetched from Amazon and synchronized in Odoo at " -"regular intervals. The synchronization is based on the Amazon status: only " -"orders whose status has changed since the last synchronization are fetched " -"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " -"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " -"same is done for **Unshipped** and **Canceled** orders. For each " -"synchronized order, a sales order and a customer are created in Odoo if they" -" are not yet registered." +"Orders are automatically fetched from Amazon, and synchronized in Odoo, at " +"regular intervals." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 +msgid "" +"The synchronization is based on the Amazon status: only orders whose status " +"has changed since the last synchronization are fetched from Amazon. This " +"includes changes on either end (Amazon or Odoo)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 +msgid "" +"For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " +"fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" -"When an order is canceled in Amazon and was already synchronized in Odoo, " +"For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " +"*Canceled* orders. For each synchronized order, a sales order and customer " +"are created in Odoo (if the customer is not already registered in the " +"database)." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "" +"When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 -msgid "" -"To force the synchronization of an order whose status has not changed since " -"the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " -":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " -"to the last status change of the order that you wish to synchronize and " -"save." +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 +msgid "Force synchronization" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" -"To synchronize immediately the orders of your Amazon account switch to " -":ref:`developer mode `, head to your Amazon account and " -"click on **SYNC ORDERS**. The same can be done with pickings by clicking on " -"**SYNC PICKINGS**." +"In order to force the synchronization of an order, whose status has **not** " +"changed since the previous synchronization, start by activating the " +":ref:`developer mode `. This includes changes on either end " +"(Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 +msgid "" +"Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " +"Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " +"Last Order Sync`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 +msgid "" +"Be sure to pick a date that occurs prior to the last status change of the " +"desired order to synchronize and save. This will ensure synchronization " +"occurs correctly." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 +msgid "" +"To immediately synchronize the orders of an Amazon account, switch to " +":ref:`developer mode `, head to the Amazon account in Odoo, " +"and click :guilabel:`Sync Orders`. The same can be done with pickings by " +"clicking :guilabel:`Sync Pickings`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" -"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " -"picking is created along with the sales order and the customer. You can " -"either ship all the ordered products to your customer at once or ship " -"products partially by using backorders." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 -msgid "" -"When a picking related to the order is confirmed, a notification is sent to " -"Amazon who will, in turn, notify the customer that the order (or a part of " -"it) is on its way." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 -msgid "" -"Amazon requires to provide a tracking reference with each delivery. You'll " -"need to assign a carrier. If the carrier doesn't automatically provide a " -"tracking reference, you'll need to set one manually. This concerns all " -"marketplaces." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 -msgid "" -"If your chosen carrier isn't one supported by Odoo, you can still create a " -"carrier bearing its name (e.g. create a carrier named `Colissimo`). This " -"name is case insensitive, but be careful about typos, as Amazon won't " -"recognize them." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 -msgid "" -"Create a delivery carrier named `Self Delivery` to inform Amazon that you " -"make your own deliveries. You still have to enter a tracking reference." +"Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " +"picking is instantly created in the *Inventory* app, along with a sales " +"order and customer record. Then, decide to either ship all the ordered " +"products to the customer at once, or ship products partially using " +"backorders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" -"Keep in mind that the customer is notified by email about the delivery, and " -"the carrier and tracking reference are displayed in the email to the " -"customer." +"When a picking related to the order is confirmed, a notification is then " +"sent to Amazon, who, in turn, notifies the customer that the order (or a " +"part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" -":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +"Amazon requires users to provide a tracking reference with each delivery. " +"This is needed to assign a carrier." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 -msgid "Manage errors when synchronizing deliveries" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 +msgid "" +"If the carrier doesn't automatically provide a tracking reference, one must " +"be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" +"If the chosen carrier isn't supported by Odoo, a carrier with the same name " +"can still be created (e.g. create a carrier named `easyship`). The name used" +" is **not** case sensitive, but be mindful to avoid typos. If there are " +"typos, Amazon will **not** recognize them. Next, create a delivery carrier " +"named `Self Delivery` to inform Amazon that the user will make the " +"deliveries. Even with this route, a tracking reference still **must** be " +"entered. Remember, the customer is notified by email about the delivery, and" +" the carrier, along with the tracking reference, are displayed in the email " +"to the customer." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 +msgid "" +":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 +msgid "Manage errors when synchronizing deliveries" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 +msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " @@ -7356,121 +7890,205 @@ msgid "" "the relevant Amazon Order Reference." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" -"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " -"move is recorded for each sales order item so that it is saved in your " -"system. Inventory managers can find such moves in :menuselection:`Inventory " -"--> Reporting --> Product Moves`. They pick up products in a specific " -"inventory location called **Amazon**. This location represents your stock in" -" Amazon's warehouses and allows you to manage the stock of your products " -"under the FBA program." +"When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " +"move is recorded in the *Inventory* app for each sales order item. That way," +" it's saved in the system." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" -"To follow your Amazon (FBA) stock in Odoo, you can make an inventory " -"adjustment after replenishing it. You can also trigger an automated " -"replenishment from reordering rules on the Amazon location." +"Inventory managers can access these stock moves by navigating to " +":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" -"The Amazon location is configurable by Amazon account managed in Odoo. All " -"accounts of the same company use the same location by default. It is however" -" possible to follow the stock by marketplace. First, remove the marketplace " -"for which you want to follow the stock separately from the list of " -"synchronized marketplaces. Then, create another registration for this " -"account and remove all marketplaces, except the one to isolate from the " -"others. Finally, assign another stock location to the second registration of" -" your account." +"For FBA orders, the stock move is automatically created in Odoo by the " +"Amazon connector, thanks to the shipping status of Amazon. When sending new " +"products to Amazon, the user should manually create a picking (delivery " +"order) to transfer these products from their warehouse to the Amazon " +"location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 -msgid "Issue invoices and register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 -msgid "Issue invoices" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" -"Sending invoices to Amazon customers directly from Odoo is not feasible due " -"to Amazon's policy of not sharing customer email addresses. Instead, it is " -"possible to manually upload the invoices generated on Odoo to the Amazon " -"backend." +"To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " +"replenishing stock. An automated replenishment from reordering rules can " +"also be triggered on the Amazon location." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" -"In addition, for your B2B clients, it is currently required to manually " -"retrieve VAT numbers from the Amazon backend before creating the invoice in " -"Odoo." +"The Amazon location is configurable by accessing the Amazon account managed " +"in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" +" app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " +"Amazon Accounts`." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 -msgid "Register payments" -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" -"As customers pay Amazon as an intermediary, creating a dedicated *Bank* " -"journal (for example, named `Amazon payments`) with a dedicated *Bank and " -"Cash* intermediary account is recommended." +"All accounts of the same company use the same Amazon location, by default. " +"However, it is possible to follow the stock filtered by marketplace." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" -"In addition, as Amazon makes a single monthly payment, selecting all the " -"invoices linked to a single payment is necessary when registering payments. " -"Use the dedicated `Amazon payments` :guilabel:`Journal` and select " -":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " -"all the payments generated and click :menuselection:`Actions --> Create " -"batch payment --> Validate`." +"To do that, first remove the marketplace, where the desired stock to follow " +"separately can be found, from the list of synchronized marketplaces, which " +"can be found by navigating to :menuselection:`Sales app --> Configuration " +"--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 +msgid "" +"Next, create another registration for this account, and remove all " +"marketplaces--- **except** the marketplace this is desired to be isolated " +"from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" -"The same can be done with vendor bills from Amazon dedicated to commissions." -" When the balance is received in the bank account at the end of the month " -"and the banks statements are recorded, credit the Amazon intermediary " -"account by the amount received." +"Lastly, assign another stock location to the second registration of the " +"account." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 -msgid "Follow your Amazon sales in sales reporting" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 +msgid "Invoice and register payments" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 +msgid "Issue invoices" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" -"As a sales team is set on your account under the tab **Order Follow-up**, " -"this helps you give quick glances at the figures in just a few clicks in " -"Sales reporting. By default, your account's sales team is shared between all" -" of your company's accounts." +"Due to Amazon's policy of not sharing customer email addresses, it is " +"**not** possible to send invoices directly to Amazon customers from Odoo. " +"However, it **is** possible to manually upload the generated invoices from " +"Odoo to the Amazon back-end." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" -"If you wish, you can change the sales team on your account for another to " -"perform a separate reporting for the sales of this account." +"Additionally, for B2B clients, it is currently required to manually retrieve" +" VAT numbers from the Amazon back-end **before** creating an invoice in " +"Odoo." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" -"It is also possible to perform reporting on a per-marketplace basis in a " -"similar fashion. First, remove the marketplace you wish to track separately " -"from the list of synchronized marketplaces. Then, create another " -"registration for this account and remove all marketplaces, except the one to" -" isolate from the others. Finally, assign another sales team to one of the " -"two registrations of your account." +"For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " +"invoices created from Amazon sales orders are **not** synchronized with " +"TaxCloud, since Amazon already includes them in its own tax report to " +"TaxCloud." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 +msgid "TaxCloud integration will be decommissioned in Odoo 17+." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 +msgid "Register payments" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 +msgid "" +"Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " +"journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " +"intermediary account is recommended." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 +msgid "" +"Additionally, as Amazon makes a single monthly payment, selecting all the " +"invoices linked to a single payment is necessary when registering payments." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 +msgid "" +"To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " +"payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " +"Method`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 +msgid "" +"Then, select all the generated payments, and click :menuselection:`Actions " +"--> Create batch payment --> Validate`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 +msgid "" +"This same action can be performed with vendor bills from Amazon dedicated to" +" commissions." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 +msgid "" +"When the balance is received in the bank account at the end of the month, " +"and the bank statements are recorded, credit the Amazon intermediary account" +" by the amount received." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 +msgid "Follow Amazon sales in sales reporting" +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 +msgid "" +"On the Amazon account profile in Odoo, a sales team is set under the " +":guilabel:`Order Follow-up` tab." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 +msgid "" +"This gives quick access to important metrics related to sales reporting. By " +"default, the Amazon account's sales team is shared between all of the " +"company's accounts." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 +msgid "" +"If desired, the sales team on the account can be changed for another, in " +"order to perform a separate reporting for the sales of this account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 +msgid "It is also possible to perform reporting on a per-marketplace basis." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 +msgid "" +"First, remove the desired marketplace from the list of synchronized " +"marketplaces." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 +msgid "" +"To access the list of synchronized marketplaces in Odoo, navigate to " +":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " +"Amazon Sync --> Amazon Accounts`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 +msgid "" +"Then, create another registration for this account, and remove all other " +"marketplaces **except** the one to isolate." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 +msgid "" +"Lastly, assign another sales team to one of the two registrations of the " +"account." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" @@ -7699,7 +8317,6 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "" @@ -7754,137 +8371,1267 @@ msgstr "" msgid "eBay Connector" msgstr "eBay 連接器" +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 +msgid "Linking existing listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 +msgid "" +"Once the eBay account is linked existing listings from within the eBay " +"seller account need to be added manually to the Odoo product listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 +msgid "" +"The process will be as follows: - Turn off eBay scheduled actions - Add " +"products and link listings - Turn on eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 +msgid "To learn more about the eBay connector visit these pages as well:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 +msgid ":doc:`troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 +msgid "Turn off eBay scheduled actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 +msgid "" +"To start linking existing listings in eBay, first turn off the eBay " +"notifications in the scheduled actions in Odoo. The reason for this is so " +"that no orders or eBay data syncs during this process. The " +":guilabel:`Scheduled Actions` can be accessed by first activating " +":ref:`developer mode `. After doing so, go to " +":menuselection:`Settings --> Technical --> Automation --> Scheduled " +"Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 +msgid "" +":doc:`../../../general/developer_mode` must be activated to ensure the " +"technical menu appears for the user." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 +msgid "" +"Disabling scheduled actions enables users to sync and validate eBay data " +"before receiving orders. The following are descriptions of scheduled actions" +" that need to be temporarily deactivated:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 +msgid "" +":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" +" (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " +"reference` field). This command also updates existing orders, where changes " +"we made in eBay. New and updated orders are then placed in draft mode. " +"Customers will be created if they are not already in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer; a manual update required for the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 +msgid "" +"To toggle off the eBay notification, select the entry from the " +":guilabel:`Scheduled Actions` list. Then, on the page, click the " +":guilabel:`Active` toggle button to turn it off." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 +msgid "Sync eBay categories" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 +msgid "" +"To ensure that Odoo's eBay products have all the categories available on " +"eBay, the eBay categories should be synced to Odoo next." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 +msgid "" +"Navigate to :menuselection:`Settings --> Technical --> Automation --> " +"Scheduled Actions`. Click into the scheduled action labeled: " +":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." +" This action will populate the :menuselection:`Sales --> Configuration --> " +"eBay Categories` menu item with all standard eBay product categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:59 +msgid "" +"Odoo only recognizes eBay category paths up to four layers deep. If a " +"product has a listing of more than four, the category field will only " +"populate up to the fourth layer." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:62 +msgid "" +"If product categories beyond four paths are required, users need to manually" +" add those paths. This has historically been done by getting a list of all " +"product categories beyond 4 paths, manually importing them into the Product " +"Category model in Odoo, then linking them individually to the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:67 +msgid "" +"Users can import the remaining product categories into the eBay product " +"categories manually using using the :guilabel:`Action` menu and " +":guilabel:`Import` feature." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:71 +msgid "Link eBay listings" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:73 +msgid "" +"To add eBay listings in Odoo, either manually add products, using a listing " +"ID, or establish an automatic listing link between Odoo and eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:77 +msgid "" +"For more information on listing a product from scratch visit: :ref:`How to " +"list a product? `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:81 +msgid "Manual listing link" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:83 +msgid "" +"To add an eBay listing to products in Odoo, begin by going to " +":menuselection:`Sales app --> Products --> Products` and selecting the " +"desired product. Click on :guilabel:`Sell on eBay` (either in the " +":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " +":guilabel:`Save` if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:87 +msgid "" +"Still the product form, click :guilabel:`link to listing` in the top menu " +"and enter in listing ID from eBay in the pop up (the listing ID is in the " +"eBay product URL)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:91 +msgid "" +"An example URL would be as such: " +"`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " +"listing ID is `272222656444` in this case. Once the listing ID has been " +"entered the eBay listing information will sync into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:97 +msgid "Turn on eBay scheduled Actions" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:99 +msgid "" +"The next step is to turn on the eBay notifications in the scheduled actions " +"in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " +"Actions` can be accessed by first activating :ref:`developer mode " +"` and go to :menuselection:`Settings --> Technical --> " +"Automation --> Scheduled Actions`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:104 +msgid "" +"Turning on the following scheduled actions allows users to sync and validate" +" eBay data automatically." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:107 +msgid "" +":guilabel:`eBay: get new orders`: eBay will push all new orders not already " +"in Odoo (based on client_order_reference, or sales order reference field), " +"and will update orders if there has been a change from eBay. Orders will be " +"put in draft mode. Customers will be created if they are not already in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 +msgid "" +":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:112 +msgid "" +":guilabel:`eBay: update categories`: eBay will push updated monthly " +"categories (only up to fourth layer, will need to manually update the rest)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:116 +msgid "" +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *Sales Order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 +msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 +msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:124 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 +msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" +msgstr "" + #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 -msgid "Listing without variation" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 +msgid "" +"In order to list a product on eBay and Odoo there are two methods in Odoo to" +" do so:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 +msgid "Make a product in Odoo and list the item eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 msgid "" -"In order to list a product, you need to check the **use eBay** field on a " -"product form. The eBay tab will be available." +"Click :guilabel:`List Item on eBay` in the top menu of the product template." +" The product template can be accessed by navigating to :menuselection:`Sales" +" app --> Products --> Product` and selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" -"When the **Use Stock Quantity** field is checked, the quantity sets on eBay " -"will be the Odoo **Forecast Quantity**." +"List the item on eBay, then create the product in Odoo, and finally link " +"product to the item on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" -"The **Description Template** allows you to use templates for your listings. " -"The default template only use the **eBay Description** field of the product." -" You can use html inside the **Description Template** and in the **eBay " -"Description**." +"Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " +"product template.The product template can be accessed by navigating to " +":menuselection:`Sales app --> Product --> Product` and selecting the " +"individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" -"To use pictures in your listing, you need to add them as **Attachments** on " -"the product template." +"If an order comes in and the listing from the order is not linked to a " +"product, eBay will create a consumable product.product in its place. These " +"consumables should be altered on the *sales order* while in draft state to " +"represent a storable product, and then the user can link to the listing as " +"they come in." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 -msgid "Listing with variations" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 -msgid "" -"When the **use eBay** on a product with variations is checked and with " -"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" -" the variants array, you can choose which variant will be listed on eBay as " -"well as set the price and the quantity for each variant." +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 +msgid ":doc:`linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 -msgid "Listing with item specifics" +msgid "Listing without variation" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" -"In order to add item specifics, you should create a product attribute with " -"one value in the **Variants** tab on the product form." +"Access the product template by navigating to :menuselection:`Sales app --> " +"Products --> Product` and selecting the individual product." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 -msgid "Product Identifiers" +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 +msgid "" +"In order to list a product, select the :guilabel:`Sell on eBay` field on a " +"product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " +"tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " +"necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "The eBay template form listed in the product template in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 +msgid "" +"When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " +"on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 +msgid "" +"The :guilabel:`Description Template` allows the administrator to use " +"templates in listings. The default template only use the :guilabel:`eBay " +"Description` field of the product. HTML can be used inside the " +":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " +"Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " +"the template and description. Simply type a forward slash `/` to reveal a " +"menu with formatting, layout, and text options. To add an image, type " +"`/image`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 +msgid "" +"To use images in the listing, another option is to add them as *Attachments*" +" on the product template." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 +msgid "" +"For more information on template configuration in Odoo visit: " +":doc:`../../../general/email_communication/email_template`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 +msgid "Listing with variations" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 +msgid "" +"When the :guilabel:`Sell on eBay` is checked on a product containing " +"variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " +"eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " +"click :guilabel:`Configure Variants` in the top menu to configure the " +"variant settings. Pricing can be configured for each variation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 +msgid "" +"When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " +"Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " +"which the :guilabel:`Fixed Price` can be entered, and the decision to " +":guilabel:`Publish on eBay` can be made for specific variants, along with " +"other options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 +msgid "" +"The fixed price listing type in the eBay tab on a product form in Odoo " +"sales." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 +msgid "Product identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " -"the eBay category. The module manages the EAN and UPC identifiers with the " -"**Barcode** field of the product variant. If the **Barcode** field is empty " -"or is value is not valid, the EAN and UPC values will be set as 'Does not " -"apply' as recommended by eBay. The Brand and MPN values are working as item " -"specifics and should be define in the **Variants** tab on the product form. " -"If these values are not set, 'Does not apply' will be used for the eBay " -"listing." +"the eBay categories." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 +msgid "EAN and UPC identifiers" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 +msgid "" +"The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " +"field of the product variant. If the :guilabel:`Barcode` field is empty or " +"is value is not valid, the EAN and UPC values will be set as 'Does not " +"apply' as recommended by eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 +msgid "" +"Barcodes can be found on the product template, under the the " +":guilabel:`General Information` tab. Access the product template, first, by " +"navigating to :menuselection:`Sales app --> Products --> Product` and " +"selecting the individual product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 +msgid "Listing with item specifics" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 +msgid "" +"In order to add item specifics, one should create a product attribute with a" +" single value in the :guilabel:`Attributes & Variants` tab on the product " +"form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " +"MPN values are working as item specifics and should be defined in the " +":guilabel:`Attributes & Variants` tab on the product form. If these values " +"are not set, 'Does not apply' will be used for the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 +msgid "Process invoices and payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 +msgid "Posting payment" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 +msgid "" +"When eBay orders are placed they are always paid for up front, via the eBay " +"site. At no point will users pay for items on eBay through Odoo. Therefore, " +"once orders are synced into Odoo from eBay they are already paid for. Odoo's" +" invoicing and payment functionalities are not utilized. However, invoices " +"need to be created and marked as Paid to “close” the *Sales Order*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 +msgid "" +"Users can opt to mass create and post invoices in batches. To do so, " +"navigate to Quotations in the list view by going to :menuselection:`Sales " +"app --> Orders --> Quotations`. In the upper right corner, select the list " +"view icon. Hover over the icons to reveal the name of each. Then check the " +"boxes on the left that invoices should be made for and go to the " +":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " +"Invoices`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 +msgid "" +"A pop-up will appear and click on the :guilabel:`Create and view invoice` " +"button. A new screen will populate with the newly created invoices. Next, " +"select all of them by clicking on the box icon next to :guilabel:`Number` in" +" the header row of the list, this will select all the records. Then navigate" +" to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " +"Following this step, a pop-up will appear and click on :guilabel:`Post " +"journal entries`. This will take the invoices out of *draft* and set them to" +" *posted*." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 +msgid "Reconciling payments" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 +msgid "" +"Users typically utilize PayPal to receive payment from eBay, and then send " +"lump sums from PayPal into their bank account. To reconcile this income, " +"users can reconcile the one PayPal transfer with all related invoices." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 +msgid "" +"First navigate to the :guilabel:`Accounting Dashboard` by going to the " +":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" +" new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " +"the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " +":guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 +msgid "" +"For the :guilabel:`Ending Balance` field, enter the same account that was " +"entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " +"open the new balance that needs to be reconciled. Under the tab marked: " +":guilabel:`Match Existing Entries` select the entries that are included in " +"this balance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 +msgid "" +"After adding all the necessary entries, click :guilabel:`Validate` to " +"complete the reconciliation. To verify the payment, navigate to " +":menuselection:`Customers --> Invoices` and select the desired customer " +"invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" +" column." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 +msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 -msgid "How to configure eBay in Odoo?" +msgid "eBay connector setup" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 -msgid "Create eBay tokens" +msgid "Overview" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" -"In order to create your tokens, you need to create a developer account on " -"the `developer portal `_. Once you are " -"logged in, you can create **Sandbox Keys** and **Production Keys** by " -"clicking on the adequate buttons." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 -msgid "" -"After the creation of the keys, you can get the user token. To do so, click " -"on the **Get a User Token** link in the bottom of the page. Go through the " -"form, log in with you eBay account and you will get the keys and token " -"needed to configure the module in Odoo." +"Odoo's eBay connector allows eBay listings to connect with Odoo products. " +"Once connected, :doc:`updates to the listings ` can be " +"made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " +"are created in Odoo for the user to review and confirm. Once the sales order" +" is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " +"products out of inventory, and allow the user to create invoices." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 -msgid "Set up tokens in Odoo?" +msgid "eBay - Odoo linked fields" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" -"To set up the eBay integration, go to :menuselection:`Sales --> " -"Configuration --> Settings`." +"The following are eBay product details. Each of these eBay fields update " +"corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 +msgid "eBay URL" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 +msgid "eBay status" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 -msgid "" -"First choose if you want to use the production or the sandbox eBay Site. " -"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " -"Key**. Apply the changes." +msgid "Quantity sold" msgstr "" +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 +msgid "Start date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 +msgid "Title" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 +msgid "Subtitle" +msgstr "小標題" + #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 -msgid "" -"Once the page is reloaded, you need to synchronize information from eBay. " -"Push on **Sync countries and currencies**, then you can fill in all the " -"other fields." +msgid "Item condition" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 +msgid "Category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 +msgid "Category 2" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 -msgid "" -"When all the fields are filled in, you can synchronize the categories and " -"the policies by clicking on the adequate buttons." +msgid "Store category" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 +msgid "Store category 2" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 +msgid "Payment policy" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 +msgid "Seller profiles" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 -msgid "Accept account deletion notifications" +msgid "Postal code" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 +msgid "Shipping policy" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 +msgid "Listing type (fixed price or auction)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 +msgid "Starting price for Auction" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 +msgid "Buy it now price" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +msgid "Fixed Price amount" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 +msgid "Use stock quantity" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 +msgid "Quantity on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 +msgid "Duration" +msgstr "時長" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +msgid "Allow best offer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 +msgid "Private listing" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 +msgid "eBay description" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 +msgid "eBay product image" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 +msgid "Country" +msgstr "國家" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +msgid "eBay terms" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +msgid "" +"*Variations* group multiple products into one, with variation (or variant) " +"options. Variations can sync to Odoo's attributes and values. Variations " +"will appear in drop down menus near the top of the page when viewing an eBay" +" listing. These are comparable to product variants in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "An example on eBay of the variations that can be added to a product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 +msgid "" +"*Item specifics*, located at the bottom of the listing, detail product-" +"specific information. These specifics don't sync with Odoo fields by " +"default; a development is required to link these fields." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Item specifics listed on an eBay product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 +msgid "" +"*Sandbox* and *Production* are terms that are used to categorize the eBay " +"environments as either still in development/testing (*Sandbox*) or for use " +"in the real instance of the database with real customer information/dataset " +"(*Production*). It is recommended to start first in the *Sandbox* to test, " +"and then following the processes below, create a *Production* instance." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +msgid "" +"eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " +"portal `_ at `https://sandbox.ebay.com/`. eBay's " +"production environment can be accessed by navigating to `eBay.com portal " +"`_ or `https://www.ebay.com/`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 +msgid "" +"The environment selection **must** remain the same for all environment " +"settings on eBay and on Odoo throughout this setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 +msgid "eBay actions available on Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 +msgid "" +"The following are built-in actions in Odoo that add or update eBay listings:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +msgid "" +"**List**/ **Link**: generate a new eBay listing with an Odoo product by " +"clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" +" Listing`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +msgid "" +":guilabel:`Revise item` button: after making changes to an eBay listing in " +"Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" +" update the eBay listing." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 +msgid "" +"**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " +"was not selected, a user can relist the item from Odoo. The start date will " +"reset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 +msgid "" +":guilabel:`End item's listing` button: end a listing on eBay directly from " +"Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 +msgid "" +"**Unlink product listings**: users can unlink a product from the eBay " +"listing; the listing will stay intact on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 +msgid "Setup required on Odoo prior to eBay setup" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 +msgid "" +"To link eBay with Odoo, install the eBay module by navigating to the Odoo " +"dashboard and clicking into the :guilabel:`Apps` application. Search the " +"term `eBay` and install the `eBay Connector` module." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 +msgid "The following items must be configured before eBay is set up:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 +msgid "" +"In Odoo, create and configure products that are intended to be listed in " +"eBay. eBay does not import new products into Odoo. All products must first " +"be created in Odoo, and then linked to listings." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 +msgid "" +"Odoo does not allow multiple eBay listings to be linked per product in Odoo." +" If the company sells the same product for multiple listings, follow these " +"instructions:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 +msgid "" +"Set up one *base* product (noted in the :guilabel:`Component` field of the " +":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " +"from. This will be a storable product so stock can be kept. Highlighted in " +"green below, this product will be included in the kit on each subsequent " +"“linked” product below." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 +msgid "" +"Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " +":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" +" will be determined by the company's accounting settings, as explained in " +"the Odoo documentation. Highlighted in yellow below, each product should " +"have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " +"product as a :guilabel:`Component` of the kit. When this linked eBay product" +" is sold, the delivery order created will have the base product listed in " +"lieu of the linked product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 +msgid "Setting up bill of materials with base product and linked products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 +msgid "" +":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 +msgid "" +"eBay does not automatically create invoices for eBay orders that get pushed " +"into Odoo. Set invoicing policy on eBay products: invoicing policy will " +"dictate when the product can be invoiced. Since most eBay users collect " +"payment before the product is shipped, “invoice on ordered” will allow users" +" to mass create invoices for eBay orders every day." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 +msgid "" +"Set the :guilabel:`Outgoing Shipments` route for the warehouse to " +":guilabel:`Deliver goods directly (1 step)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 +msgid "" +"When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " +"a known bug occurs: eBay wrongly marks orders as delivered when the pick " +"operation in Odoo is confirmed. The expected behavior is to mark orders as " +"delivered **after** the *delivery order* is confirmed. This mislabeling " +"prevents tracking numbers in eBay from being imported onto the delivery " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 +msgid "" +"If the Accounting/Invoicing apps are installed, practice registering payment" +" and reconciling invoices created from eBay orders with incoming eBay money." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 +msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 +msgid "" +"Generate a marketplace account deletion/closure notification token. To " +"begin, navigate to :menuselection:`Sales app --> Configuration --> " +"Settings`. Under the :guilabel:`eBay` heading, change the mode to " +":guilabel:`Production`, and input random text values for the " +":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " +"button under the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` section. This token will be used during the setup on eBay for" +" the deletion/closure notifications configuration." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 +msgid "Generate a verification token in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 +msgid "Set up on eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 +msgid "Set up eBay developer account" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 +msgid "" +"To start, create an eBay developer account via `eBay's developer portal " +"`_. This site requires a different login and" +" password than the eBay account, though the same email address can be used " +"to register. The verification to create a developer account is around 24 " +"hours." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 +msgid "Set up eBay keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 +msgid "" +"Once the eBay developer account is created, set up an application on `eBay's" +" developer portal `_. Next, navigate to the " +":guilabel:`Hi [username]` heading at top right of screen, then from the " +"drop-down menu options, click :guilabel:`Application Keysets`. Doing so " +"opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " +"(up to fifty characters), and choose a development environment " +"(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " +"first keyset. This application title is not saved until the keyset is " +"generated. Click on :guilabel:`Create a keyset` to generate the keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 +msgid "" +"The newly created *production keyset* is disabled by default. Activate it by" +" subscribing to the eBay Marketplace 'account deletion or closure " +"notifications' or by applying to eBay for an exemption. Once enabled, the " +"database can make 5000 calls per day using this keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Disabled keyset present after creating a keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 +msgid "Configure account deletion / notification settings (Production)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 +msgid "" +"To configure notifications or delete the database on a production " +"environment, navigate to the `eBay developer portal " +"`_. Configure the account " +"deletion/notification settings in eBay by navigating to the `Hi [username]` " +"at top right of screen, then :guilabel:`Application Keysets`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 +msgid "" +"Next, click the :guilabel:`marketplace deletion/account closure " +"notification` option under the :guilabel:`Production` keyset column. Enter " +"an email under :guilabel:`Email to notify if marketplace account deletion " +"notification endpoint is down`. Click :guilabel:`Save` to enable the email." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 +msgid "" +"Following this action, enter the :guilabel:`Marketplace account deletion " +"notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" +" Odoo by navigating to :menuselection:`Sales app --> Configuration --> " +"Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " +"Notifications` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 +msgid "" +"Clicking the :guilabel:`Generate Token` button in Odoo below this field " +"creates a verification token for the eBay production environment. In Odoo, " +":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" +" :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " +":guilabel:`Event Notification Delivery Method`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Configuring account deletion / notification settings in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 +msgid "" +"After completing the above fields, click :guilabel:`Send Test Notification` " +"to test the new notifications. Proceed to the next step when the green check" +" mark appears. Revisit the above settings if the test post is not as " +"expected." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 +msgid "" +"After configuring notification settings, go back to the " +":menuselection:`Application Keys` page to generate production keysets." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 +msgid "Creating the keyset" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 +msgid "" +"A successful setup of the notifications enables the ability to create " +"Production Keysets which are needed in the remainder of the Odoo " +"configuration. Navigate back to the :menuselection:`Application Keys` page " +"generate a production keyset." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 +msgid "" +"The administrator is prompted to :menuselection:`Confirm the Primary " +"Contact`. Enter or confirm the account owner (the person legally responsible" +" for the eBay API License Agreement). Fill out :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " +"either the :guilabel:`Individual` or :guilabel:`Business` options." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 +msgid "" +"The provided email address or phone number does **not** have to match the " +"account's. eBay uses this information to contacting the business or " +"individual in case of issues with user tokens. Additional contacts can be " +"added from the :guilabel:`Profile & Contacts` page on eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 +msgid "" +"Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." +" The :guilabel:`Application Keys` populates in a new screen and an email is " +"also sent to the developer account. An :guilabel:`App ID (Client ID)`, " +":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Application keys are populated after creating the app in eBay." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 +msgid "" +"Copy these values down as they will be input into Odoo later in the process." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 +msgid "Create eBay user token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 +msgid "" +"Now, create a *user token* in eBay by navigating to the `Hi [username]` at " +"top right of screen, then :guilabel:`User Access Tokens`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "Generate user token s on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 +msgid "" +"Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " +"or :guilabel:`Production` for the live database. Maintain the same selection" +" for all environment settings on both eBay and Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 +msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 +msgid "" +"Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " +"to get a user token in the chosen environment. This button varies based on " +"the selection made above for either :guilabel:`Sandbox` or " +":guilabel:`Production`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 +msgid "" +"Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " +"Address`. Complete the required fields, which are :guilabel:`First Name`, " +":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," +" and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " +":guilabel:`Individual` or :guilabel:`Business`. To complete the " +"confirmation, click :guilabel:`Sign into eBay to get a Token`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 +msgid "" +"eBay will contact this individual or business should there be any issues " +"with the application keys. Other contacts can be added on the " +":menuselection:`Profile & Contacts` eBay page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 +msgid "" +"The administrator will be redirected to either a sandbox or production sign-" +"in page for eBay. This login is different than the eBay developer's console," +" it is the eBay account where the items will be sold on. This email and/or " +"login can differ from the eBay developer account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 +msgid "" +"Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" +" sign into the eBay account." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 +msgid "" +"Should an additional user be needed for the sandbox simulation, a test user " +"needs to be created. Visit `eBay's Register for Sandbox form " +"`_. Detailed instructions can " +"be found on eBay's help pages: `Create a test Sandbox user " +"`_." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 +msgid "Grant application access" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 +msgid "" +"After signing into the production or sandbox environment, eBay presents the " +"administrator with an *agreement* to grant access to the user's eBay data." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 +msgid "" +"Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " +"*application programming interface* (API). This agreement can be changed at " +"any time by visiting eBay's account preferences." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 +msgid "" +"eBay has a timed sequence between signing in and agreeing to the terms for " +"the :abbr:`API (Application Programming Interface)` linkage to the account. " +"Once complete a :guilabel:`User Token` will populate on the " +":menuselection:`User Tokens` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 +msgid "" +"A :guilabel:`User Token` will populate on the screen. Make sure to copy this" +" token down as it will be used in the next steps along with the " +":guilabel:`Application Keyset`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +msgid "" +"Generated user token and API explorer link on the eBay developer console." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 +msgid "" +"Signing in to the eBay account is necessary to create to the token. The eBay" +" developer can also revoke the token by clicking on the :guilabel:`Revoke a " +"Token` link." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 +msgid "API explorer" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 +msgid "" +"Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " +"been created, a test can be executed via the `API Explorer " +"`_ to " +"ensure that the :abbr:`API (Application Programming Interface)` is " +"configured correctly. This test will execute a simple search using the " +":abbr:`API (Application Programming Interface)`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 +msgid "" +"To begin the :abbr:`API (Application Programming Interface)` test, click on " +":guilabel:`Get OAuth Application Token`. This will populate the key into the" +" :guilabel:`Token` field." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 +msgid "" +"A basic search function is set to execute. Click on :guilabel:`Execute` to " +"complete the test. A successful test will respond with a :guilabel:`Call " +"Response` of `200 OK` with a corresponding :guilabel:`Time`." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 +msgid "Entering credentials into Odoo" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 +msgid "" +"The previously copied :guilabel:`User Token` and :guilabel:`Application " +"Keyset` are now ready to be entered into the Odoo database." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 +msgid "" +"Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " +"Configuration --> Settings --> eBay`) and paste the following credentials " +"from eBay into the corresponding fields in Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 +msgid "Platform" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 +msgid "Dev Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 +msgid "Token" +msgstr "代碼(token)" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 +msgid "App Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 +msgid "Cert Key/ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 +msgid "eBay" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 +msgid "Dev ID" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 +msgid "User Token" +msgstr "用戶令牌" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 +msgid "App ID (Client ID)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 +msgid "Cert ID (Client Secret)" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 +msgid "Odoo" +msgstr "Odoo" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 +msgid "Developer Key" +msgstr "開發者密鑰" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 +msgid "Production/Sandbox Token" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 +msgid "Production/Sandbox App Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 +msgid "Production/Sandbox Cert Key" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 +msgid "" +"The :guilabel:`Application Keyset` can be accessed by going to `eBay's " +"developer portal `_ and navigate to the `Hi " +"[username]` at top right of screen, then click on :guilabel:`Application " +"Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " +"[username]` at top right of screen, then :guilabel:`User Access Tokens` and " +"click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" +" be accessed by clicking on :guilabel:`User Tokens` from the " +":menuselection:`Application Keys` page." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 +msgid "" +"Confirm that the setup is correct by saving the credentials in Odoo. Once " +"the initial setup is complete, a new menu tab in products will appear called" +" `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " +"documentation on how to list products." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 +msgid "" +"Sync product categories by clicking :guilabel:`Product Categories`. After " +"syncing, a new menu item, `eBay Category`, appears available for products to" +" be configured with. These eBay categories are imported from the Odoo " +"database and are available when listing an item on eBay through Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 +msgid "" +"If Product Categories beyond four paths are required, users will need to " +"manually add those paths. This has historically been done by getting a list " +"of all product categories beyond four paths, manually importing them into " +"the Product Category model in Odoo, and then linking them individually to " +"the product." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 +msgid "Now that the setup is complete, proceed to either:" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 +msgid ":doc:`Create listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 +msgid ":doc:`Link existing listings `" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 +msgid "Troubleshooting eBay connector" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 +msgid "Accept account deletion notifications" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " @@ -7892,154 +9639,181 @@ msgid "" "request and take further action if necessary." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " -"the account details in **Contacts** and remove the customer's access to the " +"the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" -"Make sure to correctly :ref:`set up your subscription to the marketplace " +"Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 +msgid "Verify the installation of Odoo is up to date" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 +msgid "" +"In order to activate the endpoint, the module *eBay Connector - Account " +"Deletion* must be installed. If the Odoo database was first created after " +"September 2021, the module is installed automatically and the administrator " +"can proceed to the :ref:`next step `." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 +msgid "Update Odoo to the latest release" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 +msgid "" +"The notification endpoint is made available through a new Odoo module; to be" +" able to install it, the administrator must make sure that the Odoo source " +"code is up-to-date." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 +msgid "" +"If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " +"already up-to-date, so proceed to the next step." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 +msgid "" +"If the company uses Odoo with an on-premise setup or through a partner, then" +" the administrator must update the installation as detailed in :doc:`this " +"documentation page ` or by contacting an " +"integrating partner." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 +msgid "Update the list of available modules" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 +msgid "" +"New modules must be *discovered* by the Odoo instance to be available in the" +" :menuselection:`Apps` menu." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 +msgid "" +"To do so, activate the :ref:`developer mode `, and go to " +":menuselection:`Apps -> Update Apps List`. A wizard will ask for " +"confirmation." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 +msgid "Install the eBay Connector - Account Deletion update" +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 +msgid "" +"**Never** install new modules in the production database without testing " +"them in a duplicate or staging environment. For Odoo.com customers, a " +"duplicate database can be created from the database management page. For " +"Odoo.sh users, the administrator should use a staging or duplicate database." +" For on-premise users, the administrator should use a staging environment - " +"contact the integrating partner for more information regarding how to test a" +" new module in a particular setup." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 +msgid "" +"To install the module, go to the :menuselection:`Apps` menu, remove the " +"`Apps` search facet and search for `eBay`. If the module *eBay Connector - " +"Account Deletion* is present and marked as installed, the Odoo database is " +"already up-to-date and the administrator can proceed with the next step. If " +"it is not yet installed, install it now." +msgstr "" + +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" -" --> Settings --> eBay`. Click on *Generate Token* to retrieve your " -"**Verification Token**." +" --> Settings --> eBay`. First, input random text values for the " +":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " +"Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " +"Token`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 -msgid "Button to generate an eBay verification token in Odoo" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" -"Log in on the `developer portal of eBay `_ " -"and go to **Alerts & Notifications**." +"Navigate to the `eBay developer portal `_. " +"Configure the account deletion/notification settings in eBay by navigating " +"to the `Hi [username]` at the top right of screen, then go to " +":guilabel:`Alerts & Notifications`." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" -"An **email address** to send notifications to if the endpoint is " -"unreachable." +"An *email address* to send notifications to if the endpoint is unreachable." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 -msgid "The **endpoint details**:" +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 +msgid "The *endpoint details*:" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" -"You can edit the last two fields once the email address field is filled out." +"The administrator can edit the last two fields once the email address field " +"is filled out." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " -"testing the connectivity with the **Send Test Notification** button." +"testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" -"You should get the following confirmation message: \"A test notification was" -" sent successfully!\"" +"The following confirmation message should be received: \"A test notification" +" was sent successfully!\"" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 +#: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "" -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 -msgid "Using the updated synchronisation method" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 -msgid "" -"If you have a lot of products, the eBay API can sometimes refuse some " -"synchronization calls due to a time-based limit on the number of requests " -"that eBay enforces." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 -msgid "" -"To fix this issue, a new implementation mechanism has been developed; " -"however this updated mechanism is disabled by default to avoid having the 2 " -"systems running in parallel in existing installations." -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 -msgid "To switch to the new synchronization mechanism:" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 -msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 -msgid "" -"Archive the old synchronization actions (both are named *Ebay: update " -"product status*)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 -msgid "" -"Activate the new synchronization actions (*Ebay: get new orders* which runs " -"every 15min by default and *Ebay: synchronise stock (for 'get new orders' " -"synchronisation)* which runs once a day per default)" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 -msgid "" -"Ensure that the **Next Execution Date** for both these actions are in the " -"near future" -msgstr "" - -#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 -msgid "" -"Starting with the next execution date, the new method will be used instead " -"of the old one." -msgstr "" - #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "" @@ -10953,12 +12727,6 @@ msgid "" "application **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 -#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 -msgid "Settings" -msgstr "設定" - #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " @@ -12130,311 +13898,767 @@ msgid "Manage your products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 -msgid "How to import Products with Categories and Variants" +msgid "Import products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" -"Import templates are provided in the **Import Tool** of the most common data" -" to import (contacts, products, bank statements, etc.). You can open them " -"with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " -"etc.)." +"Odoo *Sales* provides a template for importing products with categories and " +"variants, which can be opened and edited with any spreadsheet software " +"(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:11 -msgid "How to customize the file" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:13 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" -"Remove columns you don't need. However, we advise you to not remove the *ID*" -" column (see why below)." +"When this spreadsheet is filled out properly, it can be quickly uploaded to " +"the Odoo database. When uploaded, those products are instantly added, " +"accessible, and editable in the product catalog." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:15 -msgid "" -"Set a unique ID to every single record by dragging down the ID sequencing." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:12 +msgid "Import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:16 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" -"Don't change the labels of columns you want to import. Otherwise, Odoo won't" -" recognize them anymore, and you will have to map them on your own in the " -"import screen." +"In order to import products with categories and variants, the *Import " +"Template for Products* **must** be downloaded. Once downloaded, the template" +" can be adjusted and customized, and then uploaded back into the Odoo " +"database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" -"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " -"fails in matching the column name with a field, you can match it manually " -"when importing by browsing a list of available fields." +"To download the necessary import template, navigate to :menuselection:`Sales" +" app --> Products --> Products`. On the :guilabel:`Products` page, click the" +" :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " +"drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:24 -msgid "Why an “ID” column?" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:26 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" -"The ID is a truly unique identifier for the line item. Feel free to use one " -"from your previous software to ease the transition into Odoo." +"From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:29 +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" -"Setting an ID is not mandatory when importing, but it helps in many cases:" +"The Import records option selectable from the gear icon on the Products page" +" in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" -"Update imports: you can import the same file several times without creating " -"duplicates." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/import.rst:32 -msgid "Import relation fields (see here below)." +"Selecting :guilabel:`Import records` reveals a separate page with a link to " +"download the :guilabel:`Import Template for Products`. Click that link to " +"download the template." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 -msgid "How to import relation fields" +msgid "" +"Once the template download is complete, open the spreadsheet file to " +"customize it." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:37 -msgid "" -"An Odoo object is always related to many other objects (e.g., a product is " -"linked to product categories, attributes, vendors, etc.). To import those " -"relations, you need to import the records of the related object first from " -"their own list menu." +#: ../../content/applications/sales/sales/products_prices/products/import.rst:38 +msgid "Customize product import template" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/import.rst:41 +#: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" -"You can do this using the name of the related record or its ID. The ID is " -"expected when two records have the same name. In such a case, add \" / ID\" " -"at the end of the column title (e.g., for product attributes: Product " -"Attributes / Attribute / ID)." +"When the import template has been downloaded and opened, it's time to modify" +" its contents. However, before any changes are made, there are a few " +"elements to keep in mind during the process:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:43 +msgid "" +"Feel free to remove any columns that aren't deemed necessary. But, it is " +"*strongly* advised that the :guilabel:`Internal Reference` column remains." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:46 +msgid "" +"While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " +"the :guilabel:`Internal Reference` column for each product can be helpful in" +" many cases. This can even be from previous software spreadsheets to ease " +"the transition into Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:50 +msgid "" +"For example, when updating imported products, the same file can be imported " +"several times without creating duplicates, thus enhancing the efficiency and" +" simplicity of imported product management." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:52 +msgid "" +"Do **not** change the labels of columns that are meant to be imported. " +"Otherwise, Odoo won't recognize them, forcing the user to map them on the " +"import screen manually." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:54 +msgid "" +"Feel free to add new columns to the template spreadsheet, if desired. " +"However, to be added, those fields **must** exist in Odoo. If Odoo can't " +"match the column name with a field, it can be matched manually during the " +"import process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:58 +msgid "" +"During the import process of the completed template, Odoo reveals a page " +"showcasing all the elements of the newly-configured product template " +"spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " +"and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:62 +msgid "" +"To manually match a column name with a field in Odoo, click the " +":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " +"that needs a manual adjustment, and select the appropriate field from that " +"drop-down menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:0 +msgid "" +"The Odoo Field drop-down menu next to a Field Column that needs to be " +"manually adjusted." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:71 +msgid "Import product template spreadsheet" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:73 +msgid "" +"After customizing the product template spreadsheet, return to the Odoo " +"product import page, where the template download link is found, and click " +"the :guilabel:`Upload File` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The upload file button on the import products template download page in Odoo" +" Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:81 +msgid "" +"Then, a pop-up window appears, in which the completed product template " +"spreadsheet file should be selected and uploaded to Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:84 +msgid "" +"After that, Odoo reveals a page showcasing all the elements of the newly-" +"configured product template spreadsheet, separated by :guilabel:`File " +"Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import a file page in Odoo Sales after a product template has been " +"uploaded." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:91 +msgid "" +"From here, the :guilabel:`File Column` can be manually assigned to an " +":guilabel:`Odoo Field`, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:94 +msgid "" +"To make sure everything is appropriate, and all the columns and fields are " +"lined up accurately, click the :guilabel:`Test` button in the upper-left " +"corner." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:97 +msgid "" +"If everything is lined up and applied correctly, Odoo reveals a blue banner " +"at the top of the page, informing the user that :guilabel:`Everything seems " +"valid`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The everything seems valid message that appears if file columns are entered " +"correctly." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:104 +msgid "" +"If there are any errors, Odoo reveals a red banner at the top of the page, " +"with instructions of where to locate the specific issues, and how to fix " +"them." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The import error message that appears if file columns don't match an Odoo " +"Field." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:111 +msgid "" +"Once those errors are fixed, click :guilabel:`Test` again to ensure all " +"necessary issues have been remedied appropriately." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:114 +msgid "" +"If additional product template spreadsheets need to be uploaded, click the " +":guilabel:`Load File` button, select the desired product template " +"spreadsheet, and repeat the process." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:117 +msgid "When everything is ready, click the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:119 +msgid "" +"When clicked, Odoo instantly imports those products, and reveals the main " +":guilabel:`Products` page, with a pop-up message in the upper-right corner. " +"This pop-up message informs the user how many products were successfully " +"imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"The pop-up window that appears after a successful product import process in " +"Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:127 +msgid "" +"At this point, all the newly-imported products are accessible and editable " +"via the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:131 +msgid "Import relation fields, attributes, and variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:133 +msgid "" +"It's important to note that an Odoo object is always related to many other " +"objects. For example, a product is linked to product categories, attributes," +" vendors, and things of this nature. These links/connections are known as " +"relations." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:138 +msgid "" +"In order to import product relations, the records of the related object " +"**must** be imported *first* from their own list menu." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:142 +msgid "Relation fields" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:144 +msgid "" +"On product forms in Odoo, there are a number of fields that can be modified " +"and customized at any time. These fields are found under every tab on a " +"product form. While these fields are easily editable directly on the product" +" form, they can also be modified via a product import." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:148 +msgid "" +"As mentioned, relation fields of this nature can **only** be imported for " +"products if they already exist in the database. For example, if a user " +"attempts to import a product with a *Product Type*, it can only be one of " +"the preconfigured product types existing in the database (e.g. *Storable " +"Product*, *Consumable*, etc.)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:153 +msgid "" +"To import information for a relation field on a product import template " +"spreadsheet, add the name of the field as a column name/title on the " +"spreadsheet. Then, on the appropriate product line, add the desired relation" +" field option." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:157 +msgid "" +"When all desired relation field information has been entered, save the " +"spreadsheet, and import it to the database, per the process mentioned above " +"(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " +"Import records --> Upload File`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:161 +msgid "" +"Once the spreadsheet with the newly-configured relation field information " +"has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:164 +msgid "" +"When the newly-changed/modified products, complete with the new relation " +"field information, has been imported and uploaded, that new information can " +"be found on the :guilabel:`Products` page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:168 +msgid "Attributes and values" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:170 +msgid "" +"Odoo also allows users to import product attributes and values that can be " +"used for products that already exist in the database, and/or with imported " +"products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:173 +msgid "" +"To import attributes and values, a separate spreadsheet or CSV file " +"dedicated to attributes and values **must** be imported and uploaded before " +"they can be used for other products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:176 +msgid "" +"The column names/titles of the attributes and values spreadsheet should be " +"as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " +":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "An attributes and values spreadsheet template for imports." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:184 +msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:185 +msgid "" +":guilabel:`Display Type`: display type used in the product configurator. " +"There are three display type options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:188 +msgid ":guilabel:`Radio`: values displayed as radio buttons" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:189 +msgid ":guilabel:`Selection`: values displayed in a selection list" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:190 +msgid ":guilabel:`Color`: values denoted as a color selection" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:192 +msgid "" +":guilabel:`Variant Creation Mode`: how the variants are created when applied" +" to a product. There are three variant creation mode options:" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:195 +msgid "" +":guilabel:`Instantly`: all possible variants are created as soon as the " +"attribute, and its values, are added to a product" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:197 +msgid "" +":guilabel:`Dynamically`: each variant is created **only** when its " +"corresponding attributes and values are added to a sales order" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:199 +msgid ":guilabel:`Never`: variants are **never** created for the attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:202 +msgid "" +"The :guilabel:`Variants Creation Mode` **cannot** be changed once the " +"attribute is used on at least one product." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:205 +msgid "" +":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " +"If there are multiple values for the same attribute, the values need to be " +"in individual lines on the spreadsheet." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:208 +msgid "" +"Once the desired attributes and values have been entered and saved in the " +"spreadsheet, it's time to import and upload it into Odoo. To do that, " +"navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " +"⚙️ (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:212 +msgid "" +"Once the spreadsheet with the newly-configured attributes and values has " +"been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Attributes` page. That's where those newly-added attributes and " +"values can be found and edited, if necessary." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:216 +msgid "" +"As mentioned previously, when attributes and values have been added to the " +"Odoo database, they can be used for existing or imported products." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:220 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 +msgid "Product variants" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:222 +msgid "" +"When product attributes and values are configured in the database, they can " +"be used on product import spreadsheets to add more information and detail to" +" products being imported." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:225 +msgid "" +"To import products with product attributes and values, the product import " +"template spreadsheet must be configured with specific :guilabel:`Product " +"Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " +":guilabel:`Name` columns." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:229 +msgid "" +"There can be other columns, as well, but these columns are **required** in " +"order to properly import products with specific variants." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst-1 +msgid "" +"Product variants spreadsheet with product attributes and variants for import" +" purposes." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:236 +msgid ":guilabel:`Name`: product name" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:237 +msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:238 +msgid "" +":guilabel:`Product Attributes / Values`: values pertaining to the " +"corresponding attribute" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:241 +msgid "" +"To import multiple values, separate them by *just* a comma, **not** a comma " +"followed by a space, in the product import template spreadsheet (e.g. " +"`furniture,couch,home`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:244 +msgid "" +"When the desired products and product variants have been entered and saved " +"in the spreadsheet, it's time to import and upload them into Odoo. To do " +"that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" +" (gear) icon --> Import records --> Upload File`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:248 +msgid "" +"Once the spreadsheet with the newly-configured products and product variants" +" has been uploaded, click :guilabel:`Import`, and Odoo returns to the " +":guilabel:`Products` page. That's where the newly-added products can be " +"found." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:252 +msgid "" +"To view and modify the attributes and variants on any products, select the " +"desired product from the :guilabel:`Products` page, and click the " +":guilabel:`Attributes \\& Variants` tab." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/import.rst:256 +msgid ":doc:`variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 -msgid "Automatically get product images with Google Images" +msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" -"The product images are very useful in Odoo, for example, to quickly find a " -"product or check if you scanned the right one, but it can be a bit painful " -"to set up especially if you have a lot of products. **Google Custom Search**" -" allows finding images automatically for your product, based on their " -"barcode, keeping your focus on what matters in your business." +"Having appropriate product images in Odoo is useful for a number of reasons." +" However, if a lot of products need images, assigning them can become " +"incredibly time-consuming." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 -msgid "This functionnality requires configuration both on Google and on Odoo." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" -"With a free Google account, you can get up to 100 free images per day. If " -"you need a higher rate, you'll have to upgrade to a billing account." +"Fortunately, by configuring the *Google Custom Search* API within an Odoo " +"database, finding product images for products (based on their barcode) is " +"extremely efficient." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 +msgid "" +"In order to utilize *Google Custom Search* within an Odoo database, both the" +" database and the Google API must be properly configured." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 +msgid "" +"Free Google accounts allow users to select up to 100 free images per day. If" +" a higher amount is needed, a billing upgrade is required." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 -msgid "" -"Go to the `Google Cloud Platform API & Services " -"`_ page to generate Google Custom " -"Search API credentials. Log in with your Google account." -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" -"Select or create an API project to store the credentials. Give it an " -"explicit name (e.g. Odoo Images)." +"Go to the `Google Cloud Platform API & Services " +"`_ page to generate Google Custom " +"Search API credentials. Then, log in with a Google account. Next, agree to " +"their :guilabel:`Terms of Service` by checking the box, and clicking " +":guilabel:`Agree and Continue`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" -"In the credentials section, click on **Create Credentials** and select **API" -" Keys**." +"From here, select (or create) an API project to store the credentials. Start" +" by giving it a memorable :guilabel:`Project Name`, select a " +":guilabel:`Location` (if any), then click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 +msgid "" +"With the :guilabel:`Credentials` option selected in the left sidebar, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " +"drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "API & Services page on Google Cloud Platform" +msgid "API & Services page on Google Cloud Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 -msgid "Save your **API Key**. You'll need it for the next step in Odoo!" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" -"Use the search bar to look for **Google Custom Search API** and select it." +"Doing so reveals an :guilabel:`API key created` pop-up window, containing a " +"custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " +"pop-up window -- it will be used later. Once the key is copied (and saved " +"for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" +msgid "The API key created pop-up window that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 -msgid "Enable the API." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 +msgid "On this page, search for `Custom Search API`, and select it." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 -msgid "" -"\"Custom Search API\" tile with Enable button highlighted on Google Cloud " -"Platform" -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 -msgid "Google Programmable Search dashboard" +msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" -"Go to `Google Programmable Search Engine " -"`_ and click on **Get " -"Started**. Log in with your Google account." +"From the :guilabel:`Custom Search API` page, enable the API by clicking " +":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Google Programmable Search Engine page with the **Get Started** button on the up-right\n" -"of the page" +"\"Custom Search API\" page with Enable button highlighted on Google Cloud " +"Platform." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 -msgid "" -"Fill the language and the name of the search engine. Give it an explicit " -"name (e.g. Odoo Images)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 +msgid "Google Programmable Search dashboard" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" -"Google doesn't allow to create a search engine without having entered at " -"least one specific site to search on. You can put any website (e.g. " -"www.google.com) for this step, we will remove it later." +"Next, go to `Google Programmable Search Engine " +"`_, and click either of the " +":guilabel:`Get started` buttons. Log in with a Google account, if not " +"already logged in." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 -msgid "" -"Validate the form by clicking on **Create**. Then, go to the edition mode of" -" the search engine that you created (either by clicking on **Control Panel**" -" on the confirmation page or by clicking on the name of your Search Engine " -"on the Home page)." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" -"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " -"and **Search the entire web**." +"On the :guilabel:`Create a new search engine` form, fill out the name of the" +" search engine, along with what the engine should search, and be sure to " +"enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Once **Search the entire web** is enabled, you can safely delete the site " -"that you put at the previous step." +"Create new search engine form that appears with search engine " +"configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 -msgid "" -"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" +msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 -msgid "Odoo" -msgstr "Odoo" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" -"Go to :menuselection:`Settings --> General Settings --> Integrations`, " -"activate **Google Images** and save." +"Doing so reveals a new page with the heading: :guilabel:`Your new search " +"engine has been created`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" -"Go back to :menuselection:`Settings --> General Settings--> Integrations`, " -"enter your **API Key** and **Search Engine ID** in **Google Images** " -"settings and save again." +"The Your New Search Engine Has Been Created page that appears with copy " +"code." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 -msgid "Automatically get your product images in Odoo" +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 +msgid "" +"From this page, click :guilabel:`Customize` to open the " +":menuselection:`Overview --> Basic` page. Then, copy the ID in the " +":guilabel:`Search engine ID` field. This ID is needed for the Odoo " +"configuration." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 -msgid "" -"The action to automatically get your product images in Odoo appears in any " -"Products or Product Variants list view. Here is a step-by-step guide from " -"the Inventory app." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" -"Go to the Products menu (:menuselection:`Products --> Products` or " -":menuselection:`Products --> Product Variants`) from any application that " -"uses products like Inventory or Sales." +"In the Odoo database, go to the :menuselection:`Settings app` and scroll to " +"the :guilabel:`Integrations` section. From here, check the box beside " +":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 -msgid "On the list view, select the products that needs an image." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "The Google Images setting in the Odoo Settings app page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" -"Only the 10,000 first selected products or product variants will be " -"processed." +"Next, return to the :menuselection:`Settings app`, and scroll to the " +":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " +":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " +"Images` feature." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 -msgid "" -"Only the products or product variants with a barcode and without an image " -"will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 -msgid "" -"If you select a product that has one or more variants from the Products " -"view, each variant matching the previous criteria will be processed." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 -msgid "" -"In the action menu, select **Get Pictures from Google Images** and validate " -"by clicking on **Get picture**." +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 -msgid "You should see your images appearing incrementally." +msgid "Product images in Odoo with Google Custom Search API" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" -"Only the 10 first images are fetched immediatly. If you selected more than " -"10, the rest will be fetched as a background job." +"Adding images to products in Odoo can be done on any product or product " +"variant. This process can be completed in any Odoo application that provides" +" access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" -"The background job process about 100 images in a minute. If you reach the " -"quota authorized by Google (either with a free or a paid plan), the " -"background job will put itself on hold for 24 hours and continue where it " -"stopped the day before." +"Below is a step-by-step guide detailing how to utilize the *Google Custom " +"Search API* to assign images to products in Odoo using the Odoo *Sales* " +"application:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 +msgid "" +"Navigate to the :guilabel:`Products` page in the *Sales* app " +"(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " +":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " +"app --> Products --> Product Variants`)." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 +msgid "Select the desired product that needs an image." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 +msgid "" +"Only products (or product variants) that have a barcode, but **not** an " +"image, are processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 +msgid "" +"If a product with one or more variants is selected, each variant that " +"matches the aforementioned criteria is processed." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 +msgid "" +"Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " +":guilabel:`Get Pictures from Google Images` from the menu that pops up." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The Get Pictures from Google Images option from the Action drop-down menu in" +" Odoo." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 +msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 +msgid "" +"The pop-up that appears in which the user should click Get Picture in Odoo " +"Sales." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 +msgid "Once clicked, the image(s) will appear incrementally." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 +msgid "" +"Only the first 10 images are fetched immediately. If you selected more than " +"10, the rest are fetched as a background job." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 +msgid "" +"The background job processes about 100 images in a minute. If the quota " +"authorized by Google (either with a free or a paid plan) is reached, the " +"background job puts itself on hold for 24 hours. Then, it will continue " +"where it stopped the day before." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 -msgid "Product variants" -msgstr "" - #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " @@ -13556,7 +15780,7 @@ msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr "" @@ -13687,7 +15911,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -13704,7 +15928,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " @@ -13735,7 +15959,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " @@ -13756,7 +15980,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." @@ -14582,41 +16806,19 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" -"Then, in the :guilabel:`Quotation expires after` field, designate how many " -"days the quotation template will remain valid for, or leave the field on the" -" default `0` to keep the template valid indefinitely." +"Then, in the :guilabel:`Quotation Validity` field, designate how many days " +"the quotation template will remain valid for, or leave the field on the " +"default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" -"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " -"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " -"app --> Configuration --> Settings`), those options are available in the " -":guilabel:`Online confirmation` field." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 -msgid "" -"In the :guilabel:`Online confirmation` field, check the box beside " -":guilabel:`Signature` to request an online signature from the customer to " -"confirm an order. Check the box beside :guilabel:`Payment` to request an " -"online payment from the customer to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 -msgid "" -"Both options can be enabled simultaneously, in which case the customer must " -"provide **both** a signature **and** a payment to confirm an order." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " @@ -14624,12 +16826,17 @@ msgid "" " the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" -" later. Selecting :guilabel:`Create and edit...` creates the email template," -" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " -"the email template can be customized and configured right away." +" later." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 +msgid "" +"Selecting :guilabel:`Create and edit...` creates the email template, and a " +":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " +"email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 @@ -14638,37 +16845,74 @@ msgid "" "Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" -"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" -" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " -"designate how often this quotation template should occur." +"If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " +"orders with this template will invoice in that specified journal. If no " +"journal is set in this field, the sales journal with the lowest sequence is " +"used." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +msgid "" +"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " +"features are activated in the :guilabel:`Settings` (:menuselection:`Sales " +"app --> Configuration --> Settings`), those options are available on " +"quotation template forms." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +msgid "" +"Check the box beside :guilabel:`Online Signature` to request an online " +"signature from the customer to confirm an order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +msgid "" +"Check the box beside :guilabel:`Online Payment` to request an online payment" +" from the customer to confirm an order. When :guilabel:`Online Payment` is " +"checked, a new percentage field appears, in which a specific percentage of " +"payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" -"The :guilabel:`Recurrence` field **only** applies to subscription plans. For" -" more information, check out the documentation on " -":doc:`../../subscriptions/plans`." +"Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " +"can be enabled simultaneously, in which case the customer must provide " +"**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 +msgid "" +"In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" +"configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," +" etc.) to designate how often this quotation template should occur." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +msgid "" +"The :guilabel:`Recurring Plan` field **only** applies to subscription plans." +" For more information, check out the documentation on " +":doc:`../../subscriptions/plans`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " @@ -14677,25 +16921,21 @@ msgid "" "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated lines tab on a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " @@ -14703,19 +16943,19 @@ msgid "" "More...` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " @@ -14724,13 +16964,13 @@ msgid "" "the section name." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " @@ -14738,24 +16978,24 @@ msgid "" " the note has been entered, click away to secure the note." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " @@ -14763,7 +17003,7 @@ msgid "" "sale." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " @@ -14774,7 +17014,7 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" @@ -14782,136 +17022,63 @@ msgid "" " offering as added value for the prospective buyer." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Populated optional products tab on a quotation template in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Terms and conditions tab in a quotation template form in Odoo Sales." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 -msgid "Design quotation templates" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 +msgid "PDF Quote Builder tab" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 +msgid "" +"The :guilabel:`PDF Quote Builder` tab provides options to compose an " +"attractive quotation, with more information and visually-pleasing elements, " +"to highlight products and/or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" -"In the upper-left corner of the quotation template form, there's a " -":guilabel:`Design Template` button." +"To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " +"click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." +" Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template button in the upper-left corner of quotation template form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 +msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 -msgid "" -"When clicked, Odoo reveals a preview of the quotation template, through the " -"Odoo *Website* application, as it will appear on the front-end of the " -"website to the customer." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 -msgid "" -"This feature is **only** available if the *Website* application is " -"installed." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 -msgid "" -"Odoo uses numerous blue placeholder blocks to signify where certain elements" -" appear, and what they contain (e.g. :guilabel:`Template Header`, " -":guilabel:`Product`)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 -msgid "" -"To edit the content, appearance, and overall design of the quotation " -"template via the *Website* application, click the :guilabel:`Edit` button in" -" the upper-right corner." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "" -"Design template edit button in the upper-right corner of quotation template " -"design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 -msgid "" -"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " -"variety of design elements and feature-rich building blocks. These building " -"blocks can be dragged-and-dropped anywhere on the quotation template design." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 -msgid "Design quotation template building blocks sidebar in Odoo Website." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 -msgid "" -"After a block has been dropped in the desired position, it can be customized" -" and configured to fit any unique need, look, or style." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 -msgid "" -"Quotation template design uses the same methodology and functionality with " -"design building blocks as a typical web page design with Odoo *Website*. Be " -"sure to check out the :doc:`../../../websites/website` documentation to " -"learn more." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 -msgid "" -"When all blocks and customizations are complete, click the :guilabel:`Save` " -"button to put those configurations into place." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 -msgid "" -"There is also a blue banner at the top of the quotation template design with" -" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " -"returns to the quotation template form in the back-end of the *Sales* " -"application." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." @@ -14921,7 +17088,7 @@ msgstr "" msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" @@ -14932,6 +17099,27 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 +msgid "" +"Quotation template design uses the same methodology and functionality with " +"design building blocks as a typical web page design with Odoo *Website*. Be " +"sure to check out the :doc:`../../../websites/website` documentation to " +"learn more." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 +msgid "" +"When all blocks and customizations are complete, click the :guilabel:`Save` " +"button to put those configurations into place." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 +msgid "" +"There is also a blue banner at the top of the quotation template design with" +" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " +"returns to the quotation form in the back-end of the *Sales* application." +msgstr "" + #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "訂閱" @@ -15194,25 +17382,25 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 -#: ../../content/applications/sales/subscriptions/renewals.rst:80 +#: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:120 -#: ../../content/applications/sales/subscriptions/upselling.rst:83 +#: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 -#: ../../content/applications/sales/subscriptions/renewals.rst:81 +#: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:121 -#: ../../content/applications/sales/subscriptions/upselling.rst:84 +#: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 -#: ../../content/applications/sales/subscriptions/renewals.rst:82 +#: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:122 -#: ../../content/applications/sales/subscriptions/upselling.rst:85 +#: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr "" @@ -15947,113 +18135,140 @@ msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 -msgid "Renew a subscription" +msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" -"The key feature of a subscription business model is the recurring nature of " -"payments. In this model, customers pay a recurring amount in exchange for " -"access to a product or a service." +"The foundation of any subscription business model is recurring payments. " +"That's when customers reliably pay a regular amount at specific intervals, " +"in exchange for access to a subscription product or service." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:14 +#: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" -"Each subscriber experiences this renewal process monthly, annually, or " -"sometimes more, depending on the duration of the contract. Most subscription" -" companies choose to automate their renewal processes but, in some cases, " -"manual subscription renewals are still the preferred option." +"The renewal of a subscription is the process followed by customers when they" +" willingly choose to continue their participation (and payment) for a " +"subscription product or service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:12 +msgid "" +"Subscribers experience the renewal process at different intervals -- weekly," +" monthly, annually, etc. -- depending on the duration of the agreed-upon " +"contract." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:15 +msgid "" +"Most companies that offer subscriptions prefer to automate the renewals " +"process for customers, but, in some cases, manual subscription renewals are " +"still used." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" -"With **Odoo Subscriptions**, you can have all your subscriptions in one " -"application, suggest an automatic subscription renewal to your customers (as" -" well as a manual one) and, finally, filter all your subscriptions and " -"easily find those to renew (with the help of the tag *To renew*)." +"With the Odoo *Subscriptions* application, a company can manage all of their" +" subscriptions in one place. Renewals can be processed automatically or " +"manually, include additional products or upsells per renewal order, and be " +"filtered in batch views to quickly locate customers who need to renew their " +"subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:23 -msgid "Renew your first subscription" +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Subscription renewals" msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:25 +#: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" -"Before renewing a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to renew the " -"subscription. In the Other Info tab, underneath the To Renew section, you " -"can activate the *To renew* option. When activated, a yellow tag " -"automatically appears in the upper right corner of the subscription." +"In order to renew a subscription, a quotation with a subscription product " +"**must** be confirmed, with a configured :guilabel:`Recurring Plan` " +"selected, which turns it into a sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:30 +msgid "Only a singular product is required." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:31 +msgid "" +"A subscription service is still a product (albeit a digital, recurring one)" +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:33 +msgid "" +"Then, that sales order needs to be confirmed, and payment from the customer " +"for the initial subscription has to be invoiced and registered." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "" +"When those steps are complete, an :guilabel:`In Progress` tag is applied to " +"the sales order form, and a series of buttons appear at the top of the sales" +" order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 -msgid "Renew your subscription with Odoo Subscriptions" +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:38 +#: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" -"The *To renew* tag is automatically ticked when a payment fails. This " -"indicator also appears on the customer portal. To visualize that, you just " -"have to click on the *Customer preview* button. The tag *To renew* appears " -"on the top right corner." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Customer preview of a renewal with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:46 -msgid "" -"When a subscription needs to be renewed, you have the possibility to use a " -"new button called *Renewal quotation*. By clicking on it, a new quotation is" -" created. From there, start a basic sales flow allowing you to send the " -"quotation by email to your customers or to confirm it. It is better to first" -" *Send by email* the quotation to your customers in order to have their " -"confirmation and, then, *Confirm* it in **Odoo Sales**." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:53 -msgid "" -"In the Chatter of this new quotation, it is mentioned that \"This renewal " -"order has been created from the previous subscription\". Once confirmed by " -"your customers, this quotation becomes a sales order and a new sale is " -"mentioned in the upper right corner of the subscription." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renew a quotation with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:61 -msgid "" -"By clicking on the *Sales* button, you have a summary of your sales orders " -"in a list view. The only difference between your two quotations is the " -"description underneath the *Subscription Management* category. There, you " -"can easily visualize which one is your renewal." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "Renewal as Subscription Management form in Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Visualize your subscriptions to renew" -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:72 -msgid "" -"Finally, if you want to visualize all your subscriptions and easily find " -"those to renew, you can go to your *Subscriptions dashboard* and use the " -"filter *To renew*." +"When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " +"renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Renewal quotation in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:51 msgid "" -"List view of all subscriptions and use of the filter to renew in Odoo " -"Subscriptions" +"From here, a standard sales flow can occur in order to confirm the " +"quotation. This typically begins by clicking :guilabel:`Send by Email`. This" +" sends a copy of the quotation to the customer, by email, for them to " +"confirm, and eventually, pay for." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "" +"In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " +"this subscription is the renewal of the subscription from the original sales" +" order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:59 +msgid "" +"Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " +"order, and a :guilabel:`Sales History` smart button appears at the top of " +"the page." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "Sales History smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:66 +msgid "" +"When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page, showcasing the different sales orders attached to this " +"subscription, along with their individual :guilabel:`Subscription Status`." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:74 +msgid "" +"Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " +":guilabel:`MRR` smart button also appears at the top of the sales order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst-1 +msgid "MRR smart button in the Odoo Subscriptions application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/renewals.rst:81 +msgid "" +"When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " +"monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 @@ -16255,114 +18470,182 @@ msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 -msgid "Upsell a subscription" +#: ../../content/applications/sales/subscriptions/upselling.rst:44 +msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" -"Subscriptions are recurrent and go on indefinitely. As time passes by, our " -"customers may want to modify them. We must then be able to adapt the prices " -"or change the products’ quantities to accommodate their needs. Two " -"situations can happen:" +"Subscriptions are recurrent, and go on indefinitely. As time passes, " +"customers may want to modify them. With that in mind, it's imperative to " +"have the ability to adapt prices, or change quantities, to accommodate any " +"need. That's where the opportunity to upsell a subscription can come into " +"play." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:9 -msgid "" -"**Loyal customers:** This kind of customers already trust you as a brand. " -"Therefore, you are confident regarding what you offer since they keep paying" -" for your products and services. Consequently, it is easier to sell them " -"something additional than it would be to a new customer." +msgid "Upselling may prove beneficial to the following customer types:" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:14 -msgid "" -"**New customers:** For this kind of customers, you have to come with " -"something new, something attractive. What about discounts? Typically, every " -"subscription ends after a certain given time. Making these types of offers " -"for new customers strengthens your relationships with them and also " -"increases their retention." +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*Loyal Customers*" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:27 +#: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" -"As previously explained, to upsell a subscription to new customers, it is " -"recommended to offer *Discounts*. To activate this option, go to " -":menuselection:`Sales --> Configuration --> Settings` and, under the " -"*Pricing* category, you have the possibility to grant discounts on sales " -"order lines." +"These are customers who already trust the company/brand, and because they " +"have established a pattern of paying for products/services, there's more " +"confidence behind the attempt to sell them a more expensive product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "*New Customers*" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:0 +msgid "" +"For brand new customers unfamiliar with the company/brand, a new, attractive" +" tactic must be employed to entice them to purchase a more expensive " +"product/service." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:19 +msgid "" +"In these instances, discounts can be useful. Typically, subscriptions end " +"after a certain period of time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:22 +msgid "" +"So, if these more expensive products/services are offered to new customers " +"at a discount, it can result in a sale, while establishing a strong sense of" +" trust between the customer and the company/brand. In turn, this can " +"increase customer retention, as they'll grow more comfortable and " +"trustworthy over time." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:28 +msgid "Discount configuration" +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:30 +msgid "" +"In order to have the ability to upsell a subscription to a new customer, " +"with the aid of a discount, the *Discounts* feature **must** be activated." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:33 +msgid "" +"To activate the *Discounts* feature, navigate to :menuselection:`Sales app " +"--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " +"and tick the checkbox beside :guilabel:`Discounts`. Then, click " +":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Activation of the discount option in Odoo Sales" +msgid "Activation of the discount option in Odoo Sales." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:36 -msgid "Upsell your first subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:38 +#: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" -"Before upselling a subscription, be sure to check out our documentation on " -"how to :doc:`Create a quotation <../subscriptions>` using subscription " -"products. Indeed, once confirmed, a quotation becomes a sales order and a " -"new subscription is automatically created. Therefore, this subscription has " -"the status *In progress*. From there, you have the possibility to upsell " -"your subscription." +"With that feature activated, the ability to grant discounts on sales order " +"lines." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:46 +msgid "" +"Before upselling a subscription, check out our documentation on how to " +":doc:`Create a quotation <../subscriptions>` using subscription products." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:49 +msgid "" +"When a quotation with a subscription is confirmed, it officially becomes a " +"sales order, and a new subscription is created in the Odoo *Subscriptions* " +"application." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:53 +msgid "" +"The subscription sales order **must** be invoiced *before* an upsell can " +"occur." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:55 +msgid "" +"When the subscription sales order is opened, either in the *Sales* or " +"*Subscriptions* application, the ability to upsell that subscription is " +"available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Upsell your subscription with Odoo Subscriptions" +msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:48 +#: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" -"By using the smart button *Upsell*, you are able to create a new quotation " -"with new subscription products and send it to your customers for approval." +"When the :guilabel:`Upsell` button is clicked, a new quotation form appears," +" with an :guilabel:`Upsell` status banner in the upper-right corner. The " +"initial subscription product is already in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:67 +msgid "" +"There is also a warning reminding the user that the recurring products are " +"discounted, according to the prorated period of time, located beneath the " +"initial subscription product in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:71 +msgid "" +"From this new upsell quotation form, add new subscription products in the " +":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " +"selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" -"Add products to your subscription via the upsell option in Odoo " +"Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:56 +#: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" -"When the quotation is confirmed by your customers, the products are added to" -" the initial subscription. Quotation prices are, then, prorated to the " -"remaining time of the current invoicing period." +"Once the desired upsell subscription product(s) have been added, it can be " +"sent to the customer for approval by clicking the :guilabel:`Send by Email` " +"button." msgstr "" -#: ../../content/applications/sales/subscriptions/upselling.rst:60 +#: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" -"Of course, before sending this new quotation to your customers, you can " -"change the unit price, taxes, and, even the discount you want to offer. The " -"smart button *Customer preview* is useful for mimicking the customer's " -"reaction. In this case, we can confidently say that the customer will *Sign " -"and pay* this new quotation. When it is done, you have to go back in edit " -"mode, confirm the quotation, and click on the smart button *Subscriptions* " -"to visualize all updates. From there, you can see that an additional line " -"has been added to the subscription with the new extra service the customer " -"wanted to purchase." +"When the quotation is confirmed by the customer, the upsell products are " +"added to the initial subscription. Quotation prices are then prorated to the" +" remaining time of the current invoicing period." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:87 +msgid "" +"Before sending the new quotation to the customer, the unit price, taxes, and" +" even discount can be applied." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:90 +msgid "" +"Once the customer approves, click the :guilabel:`Confirm` button on the " +"quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " +"History` smart button appears, displaying how many sales orders are attached" +" to this initial subscription order." +msgstr "" + +#: ../../content/applications/sales/subscriptions/upselling.rst:94 +msgid "" +"When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " +"separate page containing a list of the related sales orders, clearly " +"showcasing their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "Visualize all your subscriptions updates with Odoo Subscriptions" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" -"In addition, by clicking on the *Sales* button, you have a summary of your " -"sales orders in a list view." -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst-1 -msgid "List view of all sales orders created for a subscription" -msgstr "" - -#: ../../content/applications/sales/subscriptions/upselling.rst:79 -msgid "" -"The only difference between your two sales orders is the description " -"underneath the *Subscription Management* category. There, you can easily " -"visualize which one is your upselling." +"The related sales order viewable from the Sales History smart button in Odoo" +" Subscriptions." msgstr "" diff --git a/locale/zh_TW/LC_MESSAGES/websites.po b/locale/zh_TW/LC_MESSAGES/websites.po index 96f0bfded..2a75f66f3 100644 --- a/locale/zh_TW/LC_MESSAGES/websites.po +++ b/locale/zh_TW/LC_MESSAGES/websites.po @@ -5,17 +5,17 @@ # # Translators: # Martin Trigaux, 2023 -# Wil Odoo, 2023 # Tony Ng, 2024 +# Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-12-21 13:43+0000\n" +"POT-Creation-Date: 2024-01-19 15:28+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Tony Ng, 2024\n" +"Last-Translator: Wil Odoo, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -27,6 +27,278 @@ msgstr "" msgid "Websites" msgstr "網站" +#: ../../content/applications/websites/blog.rst:3 +msgid "Blog" +msgstr "網誌" + +#: ../../content/applications/websites/blog.rst:5 +msgid "" +"**Odoo Blog** allows you to create and manage blog posts on your website to " +"engage your audience and build a community." +msgstr "" + +#: ../../content/applications/websites/blog.rst:9 +msgid "" +"If the Blog module is not yet installed, click :guilabel:`+New` on the " +"website builder, select :guilabel:`Blog Post`, and click " +":guilabel:`Install`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:13 +msgid "Creating a blog" +msgstr "" + +#: ../../content/applications/websites/blog.rst:15 +msgid "" +"To create or edit a blog, go to :menuselection:`Website --> Configuration " +"--> Blogs: Blogs`. Click :guilabel:`New`, and enter the :guilabel:`Blog " +"Name` and the :guilabel:`Blog Subtitle`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:18 +msgid "" +"The :guilabel:`Blog` menu item is added to your website's menu the first " +"time you create a blog and gathers all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:22 +msgid "Adding a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:24 +msgid "" +"Go to your website, click :guilabel:`+New` in the top-right corner, and " +"select :guilabel:`Blog Post`. In the pop-up, **select the blog** where the " +"post should appear, write the post's :guilabel:`Title`, and " +":guilabel:`Save`. You can then write the post's content and customize the " +"page using the website builder." +msgstr "" + +#: ../../content/applications/websites/blog.rst:30 +msgid "" +"Illustrate your articles with copyright-free images from :doc:`Unsplash " +"`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:32 +msgid "Type `/` in the text editor to format and add elements to your text." +msgstr "" + +#: ../../content/applications/websites/blog.rst:35 +msgid "" +"Don't forget to toggle the :guilabel:`Unpublished` switch in the top-right " +"corner to publish your post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:39 +msgid "Using tags" +msgstr "" + +#: ../../content/applications/websites/blog.rst:41 +msgid "" +"Tags let visitors filter all posts sharing the same tag. By default, they " +"are displayed at the bottom of posts, but can also be displayed on the " +"blog's main page. To do so, click :menuselection:`Edit --> Customize` and " +"enable the :guilabel:`Sidebar`. By default, the sidebar's :guilabel:`Tags " +"List` is enabled." +msgstr "" + +#: ../../content/applications/websites/blog.rst:46 +msgid "" +"To create a tag, go to :menuselection:`Website --> Configuration --> Blogs: " +"Tags` and click :guilabel:`New`. Fill in the:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:49 +msgid ":guilabel:`Name`" +msgstr "" + +#: ../../content/applications/websites/blog.rst:50 +msgid "" +":guilabel:`Category`: tag categories let you group tags displayed on the " +"sidebar by theme." +msgstr "" + +#: ../../content/applications/websites/blog.rst:51 +msgid "" +":guilabel:`Used in`: to apply the tag to existing blog posts, click " +":guilabel:`Add a line`, select the posts, and click :guilabel:`Select`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:54 +msgid "" +"You can add and create tags directly from posts by clicking " +":menuselection:`Edit --> Customize` and select the post's cover. Under " +":guilabel:`Tags`, click :guilabel:`Choose a record...`, and select or create" +" a tag." +msgstr "" + +#: ../../content/applications/websites/blog.rst-1 +msgid "Adding a tag to a blog post" +msgstr "" + +#: ../../content/applications/websites/blog.rst:62 +msgid "" +"To manage tag categories, go to :menuselection:`Website --> Configuration " +"--> Blogs: Tag Categories`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:66 +msgid "Customizing blog homepages" +msgstr "" + +#: ../../content/applications/websites/blog.rst:68 +msgid "" +"Customize the content of blog homepages by opening a blog homepage and " +"clicking :menuselection:`Edit --> Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:72 +msgid "Settings apply to **all** blogs homepages." +msgstr "" + +#: ../../content/applications/websites/blog.rst:74 +msgid "" +":guilabel:`Top Banner`: :guilabel:`Name/Latest Post` displays the title of " +"the latest post on the top banner, while :guilabel:`Drop Zone for Building " +"Blocks` removes the top banner and lets you use any building block instead." +msgstr "" + +#: ../../content/applications/websites/blog.rst:78 +msgid "" +":guilabel:`Layout`: organizes posts as a :guilabel:`Grid` or " +":guilabel:`List`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:80 +msgid ":guilabel:`Cards`: adds a *card* effect." +msgstr "" + +#: ../../content/applications/websites/blog.rst:81 +msgid ":guilabel:`Increase Readability`: improves the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:83 +msgid "" +":guilabel:`Sidebar`: displays a sidebar containing an :guilabel:`About us` " +"section." +msgstr "" + +#: ../../content/applications/websites/blog.rst:85 +msgid "" +":guilabel:`Archives`: allows visitors to select a month and filter all posts" +" created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:87 +msgid "" +":guilabel:`Follow Us`: displays links to your social media networks. They " +"can be configured using the Social Media building block somewhere on your " +"website." +msgstr "" + +#: ../../content/applications/websites/blog.rst:89 +msgid "" +":guilabel:`Tags List`: displays all tags related to a blog. Visitors can " +"select a tag to filter all related posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:92 +msgid "" +":guilabel:`Posts List`: :guilabel:`Cover` displays the posts' images, and " +":guilabel:`No Cover` hides them." +msgstr "" + +#: ../../content/applications/websites/blog.rst:95 +msgid ":guilabel:`Author`: displays the posts' authors." +msgstr "" + +#: ../../content/applications/websites/blog.rst:96 +msgid "" +":guilabel:`Comments/Views Stats`: displays the posts' number of comments and" +" views." +msgstr "" + +#: ../../content/applications/websites/blog.rst:97 +msgid "" +":guilabel:`Teaser & Tags`: displays the posts' first sentences and tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:100 +msgid "Customizing blog posts" +msgstr "" + +#: ../../content/applications/websites/blog.rst:102 +msgid "" +"Customize posts by opening a blog post and clicking :menuselection:`Edit -->" +" Customize`." +msgstr "" + +#: ../../content/applications/websites/blog.rst:105 +msgid "Settings apply to **all** posts." +msgstr "" + +#: ../../content/applications/websites/blog.rst:107 +msgid "" +":guilabel:`Layout`: :guilabel:`Title Inside Cover` displays the title inside" +" the cover image, and :guilabel:`Title above Cover` displays it above." +msgstr "" + +#: ../../content/applications/websites/blog.rst:110 +msgid ":guilabel:`Increase Readability`: increases the text's readability." +msgstr "" + +#: ../../content/applications/websites/blog.rst:112 +msgid "" +":guilabel:`Sidebar`: displays the :guilabel:`Sidebar` and additional " +"options:" +msgstr "" + +#: ../../content/applications/websites/blog.rst:114 +msgid "" +":guilabel:`Archive`: allows visitors to select a month and filter all posts " +"created during that month." +msgstr "" + +#: ../../content/applications/websites/blog.rst:116 +msgid ":guilabel:`Author`: displays the post's author and creation date." +msgstr "" + +#: ../../content/applications/websites/blog.rst:117 +msgid ":guilabel:`Blog List`: displays links to all your blogs." +msgstr "" + +#: ../../content/applications/websites/blog.rst:118 +msgid "" +":guilabel:`Share Links`: displays share buttons to several social networks." +msgstr "" + +#: ../../content/applications/websites/blog.rst:119 +msgid ":guilabel:`Tags`: displays the post's tags." +msgstr "" + +#: ../../content/applications/websites/blog.rst:121 +msgid ":guilabel:`Breadcrumb`: displays the path to the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:123 +msgid "" +":guilabel:`Bottom`: :guilabel:`Next Article` displays the next post at the " +"bottom, and :guilabel:`Comments` enable visitors to comment on the post." +msgstr "" + +#: ../../content/applications/websites/blog.rst:126 +msgid "" +":guilabel:`Select To Tweet`: visitors are offered to tweet the text they " +"select." +msgstr "" + +#: ../../content/applications/websites/blog.rst:129 +msgid "" +"Use :ref:`Plausible ` to keep track of the " +"traffic on your blog." +msgstr "" + #: ../../content/applications/websites/ecommerce.rst:8 msgid "eCommerce" msgstr "電子商務" @@ -4134,22 +4406,21 @@ msgid "" "In order to track the geographical location of visitors, :guilabel:`GeoIP` " "must be installed on the database. While this feature is installed by " "default on *Odoo Online*, *On-Premise* databases will require additional " -":doc:`setup steps `." +":doc:`setup steps `." msgstr "" -#: ../../content/applications/websites/livechat.rst:191 +#: ../../content/applications/websites/livechat.rst:190 msgid "Widget" msgstr "小工具" -#: ../../content/applications/websites/livechat.rst:193 +#: ../../content/applications/websites/livechat.rst:192 msgid "" "The :guilabel:`Widget` tab on the live chat channel details form provides " "the shortcode for an embeddable website widget. This code can be added to a " "website to provide access to a live chat window." msgstr "" -#: ../../content/applications/websites/livechat.rst:197 +#: ../../content/applications/websites/livechat.rst:196 msgid "" "The live chat widget can be added to websites created through Odoo by " "navigating to the :menuselection:`Website --> Configuration --> Settings`. " @@ -4157,14 +4428,14 @@ msgid "" "add to the site. Click :guilabel:`Save` to apply." msgstr "" -#: ../../content/applications/websites/livechat.rst:201 +#: ../../content/applications/websites/livechat.rst:200 msgid "" "To add the widget to a website created on a third-party platform, click the " "first :guilabel:`COPY` button on the :guilabel:`Widget` tab and paste the " "code into the `` tag on the site." msgstr "" -#: ../../content/applications/websites/livechat.rst:204 +#: ../../content/applications/websites/livechat.rst:203 msgid "" "Likewise, to send a live chat session to a customer, click the second " ":guilabel:`COPY` button on the :guilabel:`Widget` tab. This link can be sent" @@ -4176,29 +4447,29 @@ msgstr "" msgid "View of the widget tab for Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat.rst:213 +#: ../../content/applications/websites/livechat.rst:212 msgid "Participate in a conversation" msgstr "" -#: ../../content/applications/websites/livechat.rst:215 +#: ../../content/applications/websites/livechat.rst:214 msgid "" "As explained above, *operators* are the users who will respond to live chat " "requests from customers. The information below outlines the necessary steps " "for operators participating in live chat conversations on an Odoo database." msgstr "" -#: ../../content/applications/websites/livechat.rst:220 +#: ../../content/applications/websites/livechat.rst:219 msgid "Set an online chat name" msgstr "" -#: ../../content/applications/websites/livechat.rst:222 +#: ../../content/applications/websites/livechat.rst:221 msgid "" "Before participating in a live chat, operators should update their *Online " "Chat Name*. This is the name that will be displayed to site visitors in the " "live chat conversation." msgstr "" -#: ../../content/applications/websites/livechat.rst:225 +#: ../../content/applications/websites/livechat.rst:224 msgid "" "To update the :guilabel:`Online Chat Name`, click on the user name in the " "upper-right corner of any page in the database. Select :guilabel:`My " @@ -4211,13 +4482,13 @@ msgstr "" msgid "View of the My Profile option in Odoo." msgstr "" -#: ../../content/applications/websites/livechat.rst:234 +#: ../../content/applications/websites/livechat.rst:233 msgid "" "If a users :guilabel:`Online Chat Name` is not set, the name displayed will " "default to the :guilabel:`User Name`." msgstr "" -#: ../../content/applications/websites/livechat.rst:238 +#: ../../content/applications/websites/livechat.rst:237 msgid "" "A user has their full name as their :guilabel:`User Name`, but they do not " "want to include their last name in a live chat conversation. They would then" @@ -4228,18 +4499,18 @@ msgstr "" msgid "View of user profile in Odoo, emphasizing the Online Chat name field." msgstr "" -#: ../../content/applications/websites/livechat.rst:247 +#: ../../content/applications/websites/livechat.rst:246 msgid "Join or leave a channel" msgstr "" -#: ../../content/applications/websites/livechat.rst:249 +#: ../../content/applications/websites/livechat.rst:248 msgid "" "To join a live chat channel, go to the :menuselection:`Live Chat` app and " "click the :guilabel:`JOIN` button on the kanban card for the appropriate " "channel." msgstr "" -#: ../../content/applications/websites/livechat.rst:252 +#: ../../content/applications/websites/livechat.rst:251 msgid "" "Any channel where the user is currently active will show a :guilabel:`LEAVE`" " button. Click this button to disconnect from the channel." @@ -4250,18 +4521,18 @@ msgid "" "View of a channel form and the option to join a channel for Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat.rst:260 +#: ../../content/applications/websites/livechat.rst:259 msgid "" "*Operators* that do not show any activity in Odoo for more than thirty " "minutes will be considered disconnected, and subsequently removed from the " "channel." msgstr "" -#: ../../content/applications/websites/livechat.rst:264 +#: ../../content/applications/websites/livechat.rst:263 msgid "Manage live chat requests" msgstr "" -#: ../../content/applications/websites/livechat.rst:266 +#: ../../content/applications/websites/livechat.rst:265 msgid "" "When an operator is active in a channel, chat windows will open in the " "bottom right corner of the screen, no matter where they are in the database." @@ -4269,7 +4540,7 @@ msgid "" "location." msgstr "" -#: ../../content/applications/websites/livechat.rst:271 +#: ../../content/applications/websites/livechat.rst:270 msgid "" "Conversations can also be accessed by clicking the :guilabel:`Conversations`" " icon in the menu bar." @@ -4279,7 +4550,7 @@ msgstr "" msgid "View of the menu bar in Odoo emphasizing the conversations icon." msgstr "" -#: ../../content/applications/websites/livechat.rst:278 +#: ../../content/applications/websites/livechat.rst:277 msgid "" "Live chat conversations can also be viewed by navigating to " ":menuselection:`Dashboard --> Discuss`. New conversations will appear in " @@ -4292,20 +4563,20 @@ msgid "" "Odoo." msgstr "" -#: ../../content/applications/websites/livechat.rst:285 +#: ../../content/applications/websites/livechat.rst:284 msgid "" "Click on a conversation in the left panel to select it. This will open the " "conversation. From this view, an operator can participate in the chat the " "same as they would in the normal chat window." msgstr "" -#: ../../content/applications/websites/livechat.rst:289 +#: ../../content/applications/websites/livechat.rst:288 msgid "" ":doc:`Get Started with Discuss " "`" msgstr "" -#: ../../content/applications/websites/livechat.rst:290 +#: ../../content/applications/websites/livechat.rst:289 msgid ":doc:`/applications/websites/livechat/responses`" msgstr "" @@ -5341,6 +5612,123 @@ msgid "" "beautiful websites that convert visitors into leads or revenues." msgstr "" +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:3 +msgid "Address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:5 +msgid "" +"You can use the Google Places API on your website to ensure that your users'" +" delivery addresses exist and are understood by the carrier. The Google " +"Places API allows developers to access detailed information about places " +"using HTTP requests. The autocompletion predicts a list of places when the " +"user starts typing the address." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Address autocomplete example" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:13 +msgid "" +"`Google Maps Platform `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:14 +msgid "" +"`Google Developers Documentation: Google Places API " +"`_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:18 +msgid "" +"To do so, go to :menuselection:`Website --> Configuration --> Settings` and " +"enable :guilabel:`Address Autocomplete` in the :guilabel:`SEO` section." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst-1 +msgid "Enable address autocomplete" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:24 +msgid "" +"Insert your :guilabel:`Google Places API key` in the :guilabel:`API Key` " +"field. If you don't have one, create yours on the `Google Cloud Console " +"`_ and follow these steps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:28 +msgid "Step 1: Enable the Google Places API" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:30 +msgid "**Create a New Project:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:32 +msgid "" +"To enable the **Google Places API**, you first need to create a project. To " +"do so, click :guilabel:`Select a project` in the top left corner, " +":guilabel:`New Project`, and follow the prompts to set up your project." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:34 +msgid "**Enable the Google Places API:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:36 +msgid "" +"Go to the :guilabel:`Enabled APIs & Services` and click :guilabel:`+ ENABLE " +"APIS AND SERVICES.` Search for :guilabel:`\"Places API\"` and select it. " +"Click on the :guilabel:`\"Enable\"` button." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:39 +msgid "" +"Google's pricing depends on the number of requests and their complexity." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:42 +msgid "Step 2: Create API Credentials" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:44 +msgid "" +"Go to `APIs & Services --> Credentials " +"`_." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:46 +msgid "**Create credentials:**" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:48 +msgid "" +"To create your credentials, go to :guilabel:`Credentials`, click " +":guilabel:`Create Credentials`, and select :guilabel:`API key`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:50 +msgid "Restrict the API Key (Optional)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:52 +msgid "" +"For security purposes, you can restrict the usage of your API key. You can " +"go to the :guilabel:`API restrictions` section to specify which APIs your " +"key can access. For the Google Places API, you can restrict it to only allow" +" requests from specific websites or apps." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:57 +msgid "Save Your API Key: Copy your API key and securely store it." +msgstr "" + +#: ../../content/applications/websites/website/configuration/address_autocomplete.rst:58 +msgid "Do not share it publicly or expose it in client-side code." +msgstr "" + #: ../../content/applications/websites/website/configuration/cookies_bar.rst:3 msgid "Cookies bar" msgstr "" @@ -5763,101 +6151,6 @@ msgid "" "and select :guilabel:`Group by --> Website`." msgstr "" -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:3 -msgid "Geo IP Installation (On-Premises Database)" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:6 -msgid "Installation" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:8 -msgid "" -"Download both the GeoLite2 City and Country `databases " -"`_. You should end up with " -"two files called :file:`GeoLite2-City.mmdb` and " -":file:`GeoLite2-Country.mmdb`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:12 -msgid "Move the files to the folder :file:`/usr/share/GeoIP/`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:19 -msgid "Restart the server" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:22 -msgid "" -"If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`," -" use the :option:`--geoip-city-db ` and " -":option:`--geoip-country-db ` options of the " -"Odoo command line interface. These options take the absolute path to the " -"GeoIP database file and use it as the GeoIP database. For example:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:33 -msgid ":doc:`CLI documentation `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:36 -msgid "Test GeoIP Geolocation In Odoo Website" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:38 -msgid "" -"Edit a web page to include some geo-ip information such as the country name " -"of the current request IP address. To do so:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:41 -msgid "Go to your website. Open the web page that you want to test ``GeoIP``." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:42 -msgid "Choose :menuselection:`Customize --> HTML/CSS/JS Editor`." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:43 -msgid "Add the following piece of XML in the page :" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:49 -msgid "Save and refresh the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:51 -msgid "" -"Geo-ip is working if you read your country name displayed in bold in the " -"middle of the page." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:53 -msgid "" -"In case you read \"**geoip failure**\" instead then the geolocalization " -"failed. The common causes are:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:55 -msgid "" -"The browsing IP address is the localhost (``127.0.0.1``) or a local area " -"network one. If you don't know, you can access your website using mobile " -"data." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:57 -msgid "" -"You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't " -"start Odoo with the proxy-mode enabled. See :option:`proxy mode `." -msgstr "" - -#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:59 -msgid "" -"The GeoIP database is corrupt, missing or unaccessible. In such case a " -"warning was logged in the server logs." -msgstr "" - #: ../../content/applications/websites/website/configuration/spam_protection.rst:3 msgid "Forms spam protection" msgstr ""